FAQs

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FAQs

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Salesforce is a cloud-based platform for customer relationship management (CRM). It works for businesses of any size or industry, and allows all departments — including marketing, sales, commerce, and service — to share a 360° view of your customers with one integrated CRM platform. You can learn more about Salesforce here.

SkyPlanner is both a Salesforce certified Consulting Partner and AppExchange Partner. In other words, we are not owned by Salesforce but we partner with Salesforce to help businesses adopt its products and tailor it to their specific needs. We provide expert implementation services along with training and support to get you familiar with the software. We also develop our own custom solutions on the Salesforce platform to satisfy your organization’s particular needs.

A Salesforce consultant helps companies implement or optimize their Salesforce investment within their organization. For example, at SkyPlanner, our consultants will meet with and discuss opportunities with potential clients who are looking to enhance or customize their Salesforce experience. Once a client signs on for a project, the team researches and analyzes their company data, makes recommendations, begins development and implementation, and stays in close contact with them through completion of the project.

Yes, we have our own team of experienced architects and developers that build custom solutions within Salesforce based on your particular needs. See our work here.

Yes, we provide training and support for your team so that they can get familiar with the products and get the most out of their Salesforce experience.

A Salesforce implementation can take a couple of weeks or several months depending on the size of your business and the scope of the project. We take our time performing an expert implementation while also remaining efficient in order to deliver high quality work.

Salesforce allows companies to streamline their business processes and manage customer relationships by focusing on sales, service, marketing, and commerce. It keeps your data organized and secure while also presenting reports with effective analytics. Its automation features include tracking leads, managing emails, assigning tasks, notifications, approvals, etc, and much more. It also handles all customer interactions of an organization through different forms of communication including phone calls, site email enquiries, communities, and social media.

Salesforce helps companies accelerate efficiency and productivity, and ultimately increase revenue and growth by organizing data and automating business processes. Here are several of the reasons why you should use Salesforce:

  • Close more deals
  • Get more leads
  • Better data management
  • Efficiencies through automation
  • Ability to strategically up-sell and cross-sell
  • More effective marketing
  • Better customer experience
  • Improved team collaboration
  • Improved visibility
  • Gain key insight for better decision making

Salesforce is an established full feature CRM that offers a wide variety of solutions for sales, service, marketing, and beyond that can be customized and scaled to meet the needs of both small and large businesses. With over 20 years in business, Salesforce continues to make breakthrough technology, such as blockchain and artificial intelligence, easy and accessible for everyone. It also offers clients the access to its immense App marketplace, which makes installing third-party integrations relatively painless. Salesforce also provides a free online website called Trailhead that includes modules and videos to help you learn how to navigate the platform.

Salesforce provides a wide variety of solutions for everyone no matter your industry or the size of your business. Whether its sales, service, or marketing, Salesforce covers all aspects of customer relationships, so you don’t have to waste time or money on software development or hardware infrastructure. You can begin to increase productivity and grow your business through its fully customizable editions such as Essentials, Professional, Enterprise, and Unlimited. To find out which license and solution is right for you, contact us by calling +1 (305) 814-7597 or by emailing hello@theskyplanner.com.

Salesforce works on a subscription base, and its cost depends on the size of your business and what licenses you decide to purchase. To learn more about the cost of Salesforce for your business, feel free to contact us by calling +1 (305) 814-7597 or by emailing hello@theskyplanner.com.

With Salesforce, one size does not fit all. Each business is different so it’s necessary to tailor the technology to your business goals. The right Salesforce partner is extremely knowledgeable and experienced on the ins-and-outs of Salesforce. They will outperform an internal team and customize the platform to suit your needs, so that you can get the most ROI from Salesforce. Working with a certified consulting partner like SkyPlanner will guarantee that your implementation is stress-free and smooth. To learn more about us, feel free to contact us by calling +1 (305) 814-7597 or by emailing hello@theskyplanner.com.

An out-of-the-box solution is a standard package from Salesforce with predefined functionalities. It’s simple and ready to use right out of the box. It includes standard objects and configurations, but is limited in customization and coding.

A QuickStart Package is a Salesforce implementation package that consists of a fast track deployment, basic system configuration and set up, data migration, and essential training. It’s best for small businesses looking to get started with Salesforce quickly and efficiently for a single group of users. We offer QuickStart Packages for Sales Cloud, Service Cloud, Customer Communities, and Marketing Cloud. To learn more about our Quickstart Packages, click here.

Once implemented, our clients have seen a significant increase in sales revenue and customer satisfaction over time. Because Salesforce operates on the cloud, you’ll save a lot of money by not having to invest and maintain costly hardware as Salesforce provides a more efficient IT infrastructure management. In addition, you can use the analytics features to track the ROI of your product and campaigns. Picking the right consulting partner has a lot to do with the results you’ll experience. Browse our Success Stories here.

Yes, Salesforce is easy to use. It’s like riding a bicycle. You might be a little intimidated at first but it’s actually quite simple once you get the hang out of it.

You don’t need a degree in computer programming to learn Salesforce. Anyone can learn how to use Salesforce. Whether you’re an admin, user, developer, or partner, you can learn how to use Salesforce through its free online modules on Trailhead.

Salesforce is the #1 CRM in the world simply because people trust it. From small businesses to large enterprises, Salesforce offers secure and customizable solutions to fit everyone’s business goals. That’s why it’s used by over 150,0000 companies all around the world, including Amazon, Adidas, Unilever, NBC, T-Mobile, and many more.

Yes, Salesforce uses a variety of methods including server authentication, data encryption, and some of the most advanced technology for Internet security available today, to ensure that your data is always safe, secure, and available only to registered users within your organization. Plus, keep your data forever with auto back-ups.

Yes, Salesforce’s products scale easily to meet the needs of any size of business from sole proprietorships to global enterprises. Enjoy the benefits and advantages of every Salesforce product regardless of your size.

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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