Category: Salesforce

Salesforce Omnichannel

Streamlining Your Customer Service Experience With Salesforce Omni-Channel

Salesforce Omni-Channel is a comprehensive customer service solution that provides a seamless experience across multiple channels by integrating them into a single system. This tool routes the right work to the right agents in real time and provides a complete profile of a customer’s interactions. Thanks to this, agents can respond more efficiently and effectively.

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Salesforce Subscription Management - header

Salesforce Subscription Management, A Solution For a Recurring Revenue Model

Salesforce Subscription Management is a solution that, through automation and shared data, optimizes the delivery of subscriptions. It allows to automate the processes of sale, invoicing and collection of unified products through the subscription. Likewise, it enables the creation of catalogues, the management of prices and quotes, as well as the monitoring of purchases, invoices and overdue payments in an omnichannel manner.

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Salesforce Billing

What Salesforce Billing Can Do to Improve Your Sales And Finance

Salesforce Billing, as its name suggests, is a CPQ add-on that specializes in billing. In a single data source, it integrates invoices, payments, and income, which allows companies to manage and bill their customers for unified products based on subscription and usage. In this way, it optimizes the provision of services and the payment experience.

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Salesforce for customer service

10 Salesforce Benefits for Customer Services

Salesforce integrates capabilities from Service Cloud, Marketing Cloud, and Sales Cloud to provide a powerful customer service. Essentially, the main goal is to optimize the customer experience in order to increase their engagement. To do this, it automates many processes by providing service agents with the necessary information and tools at the right time.

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Salesforce Revenue Intelligence

What is Salesforce Revenue Intelligence And How Can It Benefit Your Business?

Salesforce Revenue Intelligence is part of the current trends in the data-driven approach. It is a way of managing sales based on specific analysis from actionable information. This tool is powered by AI and automations to empower sales leaders. Thus, they can monitor the status of the sales process, direct salespeople to the best deals and make accurate forecasts in order to increase revenue.

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Datorama vs Tableau

Datorama vs Tableau, An Overview

Datorama and Tableau are two fascinating Salesforce solutions available on the market for companies that want to incorporate Business Intelligence into their management. We will describe some of their main characteristics and a comparison between the two so that you can decide, according to the needs and possibilities of your company, whether these solutions are right for your business.

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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 starts

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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