Category: Salesforce

Salesforce Summer '22 Release Highlights

Salesforce Summer ’22 Release Highlights

The big time is coming, your production instance will be updated with the Salesforce Summer ’22 Release. There are many novelties and different opportunities that you have to familiarize yourself with, but, we want to support you until the last moment and that is why we share with you, in this article, our selection of the most outstanding Summer ’22 Release.

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Salesforce CPQ: Key Features Not to Miss

Salesforce CPQ is a Salesforce sales tool that allows you to generate quotes for complex products or services in a fast, accurate and personalized way. It provides the sales process with greater agility and organization, bringing together the crucial phases of the sales cycle in an automated platform, and taking it to a qualitatively higher level.

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Salesforce Engage: Ideal Link Between Marketing and Sales

Salesforce Engage is a relatively simple add-on to simultaneously manage the technological capabilities of Pardot and Salesforce. It is part of the marketing philosophy focused on creating holistic, omnichannel, and integrated customer experiences. In this scenario, Salesforce Engage bridges the gap between the marketing and sales teams.

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7 Benefits of Using Salesforce CDP

Salesforce CDP is a suite of packaged software solutions designed to collect and combine customer data from all sources to create complete, unified customer profiles. Now with Salesforce CDP you take full advantage of the capabilities of the software, combined with the potential of the customer relationship manager.

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Salesforce Philanthropy Cloud: Putting Generosity into Action

Philanthropy Cloud is a vertical Salesforce solution that connects businesses and employees to causes and nonprofits. Thus, organizations and employees are involved in philanthropic actions from the same platform. In this way, Salesforce makes it possible for any interested person to more easily manage their philanthropic efforts.

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Top 8 Service Cloud Einstein Features

Service Cloud Einstein is a Salesforce solution that combines artificial intelligence (AI), CRM data and assisted processes with analytics to optimize the customer experience. It provides service agents with all the information necessary to supply timely responses to situations, it makes predictive responses, recommendations, and automates actions, representing a qualitative leap in customer service optimization.

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Salesforce Industry Clouds

Salesforce has made great strides in the market for vertical solutions for specific industries according to their needs. It currently has several clouds that allow accelerating the digital transformation of industrial sectors, through a platform designed to consolidate trust, innovation, and agility.

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Best sales dashboards in Salesforce

Top 7 Salesforce Sales Dashboards for 2022

Salesforce sales dashboards make it possible for many statistics to be integrated, providing a compact and useful view of the entire company universe. Through these, the sales team and managers can monitor the status and trend of key indicators, as well as the behavior of potential customers and business opportunities.

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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 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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