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CRM & Technology Advising

Transform your business with our expert guidance, deep industry knowledge & best practices.

What is a Salesforce consultant?

A Salesforce consultant is a knowledgeable and experienced Salesforce specialist that helps companies implement or optimize their use of the Salesforce Platform, its products, and technology.
At SkyPlanner, our winning strategy combines stakeholder interviews, a deep analysis of the current state of your business, industry and competitive research, and discussions about your overall pain points and business challenges. Once we’ve compiled everything that we need from you, we sit down with our team of analysts and consultants and discuss your current system’s strengths and weaknesses and identify areas of opportunity. Then, we work together to gather our findings and recommend the best course of action. Our plans include everything from recommended processes, tools for automating some of your heavy-lifting, anecdotes from what has worked with previous clients within your industry, best practices and more.
What you can expect.
When you work with us, you can expect best-in-class consulting and customer support. We have decades worth of experience advising clients on how to best move their business forward using the capabilities of systems like Salesforce and others.
Our experienced consultants can help.
  • Assess the current state of your business--and help you gain a comprehensive understanding of your strengths & weaknesses, threats that exist and opportunities to help you overcome them.
  • Evaluate your current software solution & determine whether it’s the right fit for your needs.
  • Learn how to use technology to automate & elevate all aspects of your business--including business processes & operations, finance, marketing, sales, customer service, IT security, etc.
  • Develop a long-term strategy to boost productivity & sales, streamline business operations & reduce costs.
  • Stay ahead of the curve with top insights & best practices.
  • Build a custom training & user adoption plan that prepares your team with the know-how, tools & strategies they need most to use Salesforce every day.
  • Maximize your Salesforce ROI.
There are several benefits of working with us, but here are some of our favorites.
  • We are subject matter experts.
  • We’ve done it all. We’ve spent the greater part of this decade working with companies across a wide range of industries and are equipped to solve your biggest challenges, no matter what you throw at us.
  • We are Salesforce certified. Salesforce requires us to renew our certifications yearly, so we are always up-to-date on the latest technology, products, and solutions.
  • We work hard to streamline your implementation and configuration so that you can focus on what matters most.
  • Our team will guide you through the entire process and provide you with hands-on training, knowledge transfer, and best practices.

Our methods are proven.

67 +
Years of IT Experience
600 +

Don’t take our word for it, take theirs.

What people are saying.

Five stars on customer satisfaction and Salesforce appexchange ratings.

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Best way to describe SkyPlanner, pro-activeness and EXCELLENT work ethic. SkyPlanner is our current Salesforce Consultant/Developers for more than a year and working with them has been an enormous relief after going through several challenges with previous vendors and now having SkyPlanner as a partner who takes our business needs as its own and to come out with great solutions that improve our company service and productivity. I highly recommend them to any company.

Alfredo Salcedo

The team at SkyPlanner has been fantastic – their product knowledge, extensive experience, quick communication, and adherence to deadlines have made them a genuine pleasure to work with. I’ve referred a number of clients to Rene and his team, who’ve all had seamless implementation experiences as well; their reputation speaks for itself. You can trust SkyPlanner to execute an excellent service, every time.

Maritina Tsembelis

“…SkyPlanner transformed the way we used to see data analytics. What they developed for us, it’s invaluable in terms of competitive advantage for our company. Their exceptional team provided us with the key to discover hidden insights within our data, allowing us to measure and mitigate risk in our global processes…”

Dina Bunn

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