Resource Category: Salesforce Basics

Salesforce Managed Services

Tag Salesforce Basics
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Salesforce Managed Services are a comprehensive set of processes and activities that range from the implementation to monitoring the evolution and support of Salesforce solutions in a company. Its objective is the early detection of possible setbacks that may affect customers and operations supported by the CRM.

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Salesforce Health Check

Quick Guide through Salesforce Health Check

Tag Salesforce Basics
Document PDF Document

The Health Check is a very useful tool to easily visualize and fix security vulnerabilities in your Salesforce organization. If you are interested in knowing what it consists of, how to use it and some of its main features. Don’t miss this quick guide to Salesforce Health Check.

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Why Salesforce for your business?

Tag Salesforce Basics
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When we talk about the world’s #1 CRM, only one name comes to mind: Salesforce. You can find a wide variety of CRM software that offer basic functionalities for efficient customer relationship management, but what is it about Salesforce that makes it so distinctive from the rest?

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Salesforce ERP Integration - header

Salesforce ERP Integration, a successful combination

Tag Salesforce Basics
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To be successful in today’s business world, centralized data sources are essential. Achieving an efficient integration between Salesforce and other systems in your business can be challenging, but worth the effort. In this article we will present the main benefits of integrating Salesforce with ERP and the options you have to carry it out.

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The-Complete-Guide-to-User-Adoption

The Ultimate Guide to Salesforce User Adoption

Tag Salesforce Basics
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If you’ve already implemented Salesforce, now is the time to reap the first fruits. Think about the key users who use Salesforce in your organization and ask yourself, have they signed in recently? Is Salesforce making your job easier? If the answer is no, it is time to improve things and here we tell you how.

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The-Salesforce-ABC’s

The Salesforce ABC’s

Tag Salesforce Basics
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When you first step into the impressive world of Salesforce, definitions that are new for you will appear. Understanding them in depth is essential to fully exploit all their functionalities. We have summarized the most commonly used Salesforce terminology for you, which will help you at the beginning of your experience.

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Salesforce 101 The Ultimate Cheat Sheet

Salesforce 101: The Ultimate Cheat Sheet

Tag Salesforce Basics
Document PDF Document

So you’ve googled Salesforce to find out what it’s all about and might have realized it has a LOT to offer. Where do you even start? Well, we created this cheat sheet for beginners like you to guide you through it all.

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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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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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