Why choose Salesforce for your business?

When we talk about the world’s #1 CRM, only one name comes to mind: Salesforce. You can find a wide variety of CRM software that offer basic functionalities for efficient customer relationship management, but what is it about Salesforce that makes it so distinctive from the rest?

See more
Creating reports in Salesforce-header

Creating reports in Salesforce: most important aspects

In your business, many questions will arise, and the number of reports requested will not wait. In this article, we will show you some basic aspects that can guide you in this world of Salesforce reports and dashboards, as well as some limitations that you may face.

See more

What does a Salesforce admin do and why do you need one?

Have you heard of Salesforce admins? They are considered superheroes and close associates of business leaders because they have deep knowledge about the management and administration of a Salesforce organization. In this article, you will be surprised to learn about all the skills and response capabilities they have.

See more
Salesforce 101 The Ultimate Cheat Sheet

Salesforce 101: The Ultimate Cheat Sheet
(Part 2)

In the first part of this cheat sheet, we showed you what Salesforce CRM is, the solutions it offers, its editions, and its licenses. In this second part, we go a little deeper. We will see what we can do depending on permissions, profiles and roles. In addition, we will navigate within the platform exploring some options and daily activities.

See more

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.

See more

8 Tips when following Salesforce troubleshooting process

Working as a Salesforce admin, dealing with issues happening to any of your customers is part of the daily work. We share 8 tips which we have found to be very useful while going through each step, after having more than 6 years of experience providing Salesforce support services.

See more

Salesforce ecosystem, a successful philosophy

What is the Salesforce Ecosystem? Why does the interaction between customers, partners, developers, and the application market result in a successful strategy? Throughout this article, we will take you into this wonderful ecosystem and how it works.

See more
Salesforce Summer'21 Release Highlights

Salesforce Summer’21 Release Highlights

Three times a year, Salesforce releases new products and features. Each release coincides with the following seasons: winter, spring, and summer. Summer is here and with it, the Summer’21 Release. In this article, we will show you a summary of the Salesforce Release Notes that we consider the most impactful ordered by subject.

See more

From Salesforce Classic to Lightning Experience

Salesforce Classic is the user interface with which the world’s leading CRM became known. Lightning Experience is the modern and attractive interface that keeps it on the cutting edge. It’s not about Classic Vs Lightning. It’s about looking to the future. What ties us to Classic? Why Lightning Experience?

See more

Trusted by great companies.

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


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 They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the 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 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

Go to top