Blog

Einstein Copilot, Your 24/7 Tailored Ally

Einstein Copilot is the new conversational AI assistant, reliable and ready to be used and integrated into the user experience of every Salesforce application. It uses natural language to provide data-driven answers, making it easy to identify opportunities, close deals, generate custom closure plans and execute them.

Read this post
Salesforce Implementation - hdr

Salesforce Implementation:  What You Need to Know

Salesforce implementation is a complex process that requires robust planning and cohesion. Its benefits make this CRM a decisive tool for enhancing your organization’s success. With proper implementation, it can improve customer management, optimize business processes, drive productivity, and foster sustainable growth.

Read this post
Salesforce Best Practices - hdr

15 Best Practices in Salesforce that Your Organization Should Follow

Ensuring success in Salesforce involves adhering to a set of best practices to ensure its functionality. Among these are understanding internal processes, prioritizing user experience, selecting an appropriate consulting partner, and implementing practices such as data management, customization, integration strategies, automation, and AI, along with robust governance.

Read this post
Trailblazerdx-2024-header

TrailblazerDX 2024 is coming

The summit event for leaders and professionals in technical roles interested in empowering Salesforce returns once again. This year, generative AI will take center stage at the event, with over 300 technical sessions and hands-on workshops, allowing you to gain skills in developing “co-pilots” and fully immerse yourself in the Einstein 1 platform.

Read this post
migration-data-tool-header

10 Salesforce Data Migration Tools You Should Know

Data Migration Tools are a set of solutions to facilitate the migration of data to and from the CRM platform. They are of the ETL type, and currently, there is a wide variety of options available. The choice of one should be based on business objectives and the specific capabilities of each tool.

Read this post
salesforce-knowledge-hdr

Salesforce Knowledge – The Basics

Salesforce Knowledge is the Service Cloud functionality that allows you to create knowledge bases. It gives you the necessary options to capture and preserve the experience accumulated by employees during the performance of their functions within your organization. Don’t miss this brief tour of this useful tool and its benefits.

Read this post
Salesforce Public Sector Solutions

Salesforce Solutions for the Public Sector

The solutions provided by Salesforce for the public sector consist of applications specially designed to meet its needs. With flexible and secure e-government tools, the aim is to transform the experience in this sector, providing a 360-degree view of the citizen and optimizing the work of public employees.

Read this post

Trusted by great companies.

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

sp-client-Sony
sp-client-GBI
sp-client-Sabadell
sp-client-Boats
sp-client-DHL
sp-client-Norwegian
sp-client-Larkin
sp-client-Bupa
sp-client-Discovery
sp-client-Bacardi

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

Go to top