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The Complete Guide to Salesforce User Adoption

If you’ve already implemented Salesforce, now is the time to reap the first fruits. Think about the key users who use Salesforce in your organization and ask yourself, have they signed in recently? Is Salesforce making your job easier? If the answer is no, it is time to improve things and here we tell you how.

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Your Complete Guide to Pardot

So we’ve talked about Salesforce’s Sales Cloud, Service Cloud, Marketing Cloud, and Community Cloud products. Now it’s time for the extraordinary Pardot. Pardot is a marketing automation platform similar to Marketing Cloud except it’s designed specifically for B2B contexts. It’s built with ease of use in mind, but it doesn’t come at the cost of […]

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Your Complete Guide to Community Cloud

What if you can give your customers one place to find information about your company and their data, manage documents, cases and claims? Well, you can with Salesforce Community Cloud. Community Cloud enables you to extend your Salesforce CRM data and connect to your customers like never before. Best of all, it’s highly flexible for […]

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Your Complete Guide to Marketing Cloud

Imagine being able to skyrocket your marketing efforts without having to put in extra work and empower your marketing team to create more effective campaigns with better insights at hand. Say hello to Marketing Cloud, the world’s #1 marketing platform. In this post, we’re going to go through the ins and outs of Salesforce’s Marketing […]

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Your Complete Guide to Service Cloud

Last week we gave an overview on Salesforce’s best selling product, Sales Cloud. In this post, we’ll be giving you the 411 on its customer service focused platform, Service Cloud. Since sales and service go hand in hand, many companies choose to implement both Sales Cloud and Service Cloud for their business. Depending on your […]

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Your-Complete-Guide-to-Sales-Cloud

Your Complete Guide to Sales Cloud

In our previous post, we gave an introduction to Salesforce QuickStart packages and how they work. In this post, we’ll be continuing the series and diving in deeper now by giving you an overview of Salesforce’s most popular product, Sales Cloud. Named the #1 CRM solution in the world, we’ll go through everything you need […]

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What is a QuickStart Package?

If you keep up with our blog, you might see the word QuickStart thrown around a lot yet might be wondering what the heck a QuickStart is. In this post, we’ll discuss everything you need to know about a Salesforce QuickStart, and whether or not it’s the right choice for your business. We’ll be continuing […]

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6 Reasons Why You Should Move Your Business to the Cloud

Migrating your business to the Cloud can be a tough key decision for many executives, but the results prove to be worth it. If you’re unfamiliar with the cloud, it’s a network of remote servers that hold your data on the Internet instead of through physical hardware and computers. In today’s digital landscape, the cloud […]

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5 Essential Tips to Working Remotely

The recent pandemic has brought a lot of changes to our everyday lives, especially in the workplace, but we’re all in this together. That’s why we created this post to help simplify it for you. Whether you’ve already been working remotely or now transitioning from the office to the home, here are five essential tips […]

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SkyPlanner Celebrates its 9th Anniversary

It’s our birthday! Today we celebrate nine years of business, and boy has this been the adventure of a lifetime. Our journey began in 2011 when our founders Rene, Jorge, and Rene Raul set out to help entrepreneurs like themselves streamline their business operations, making it easier and simpler. Our vision was to empower businesses […]

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A Letter From Our Founders

When we first founded SkyPlanner, we envisioned a world where our passion for people and innovation would always be at the forefront of everything that we did. We became a Salesforce Consulting Partner to get the best of both worlds by helping businesses better serve their people through CRM technology. We adopted a learning environment […]

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Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.

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What people are saying

Five Start

Five stars on customer satisfaction and Salesforce appexchange ratings.

"Excellent Consultants. During the training I received by the SkyPlanner team, I was lucky to better understand the powerful capabilities of Salesforce.com. They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the Force.com platform. Definitively they showed us how to streamline the business process within our company. Great group of people spreading valuable knowledge to make businesses grow. I highly recommend them."

Ramiro Allen — Chief Software Engineer @ TurboPay Limited

"Excellent partner! We have been working with SkyPlanner for almost one year now. It has been a pleasure working with their team. If it wasn't for them we would have not been able to go-live with our platform when we did. They understood our needs and were not only able to execute but guide us in our decisions. We continue using them for our on-going projects. They have a deep understanding of the overall platform. Their team is always ready, willing and able to help."

Ivan de Moya — VP Innovation Technology @ SunStreet

"SkyPlanner was professional, creative, reliable and extremely accommodating. From the onset of the project, it was clear that we had found the right partner. Our project was complex and every time we hit a roadblock, SkyPlanner was helpful in identifying and implementing a solution. Jorge Fernandez [SkyPlanner's Co-Founder & Managing Director] was our primary contact and we cannot say enough about what an asset he was in bringing our project to resolution."

Ryan Borcherds — Marketing @ Deliver Lean

"On time, on budget, great quality on every project. Whenever I get asked to recommend a Salesforce.com partner, I do not hesitate on my reply: Go with SkyPlanner. I had the privilege to have worked with many teams over the years, none have brought to the table the enthusiasm the SkyPlanner team has. This combined with their professionalism and expertise are the reasons I ONLY recommend one partner: SkyPlanner. In every project (and we have done many) they have consistently delivered on time and on budget with significantly superior quality."

Juan Meza — Strategic Business Development Director @ Sony Electronics Inc.

"Outstanding Service! Happy to have them as our partner! SkyPlanner is by far the most experienced and reliable Salesforce partner. We almost gave up on Salesforce thanks to our previous partner, fortunately we found SkyPlanner and they came to the rescue! They took their time to understand our needs and complexity of our organization. Highly talented, professional and dedicated team. I cannot stress enough how happy we are to have them as our partner and we look forward to continue building our relationship."

Nolan Pereira — Project Manager @ BLU Products

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