What is a Salesforce Consulting Partner and How Can It Help You?

Implementing Salesforce requires active commitment and technical expertise. Are you interested in learning how Salesforce Consulting Partners can help you? If so, you are in the right place.


10 Tips to Optimize Your Salesforce Setup for Sales Success

To maximize sales, configure Salesforce effectively. Customize processes, automate tasks, foster collaboration with Chatter, and ensure data security. Key practices like lead scoring and territory management are essential. These strategies are fundamental for sales success and revenue growth.


Essential Guide to Marketing Cloud Account Engagement

Marketing Cloud Account Engagement, formerly Pardot, is a Salesforce marketing automation platform for B2B businesses. Its integration with the CRM improves the bridge between marketing and sales, allowing the creation of personalized experiences for customers at each stage of the purchase process. It offers detailed analysis to adjust strategies and improve efficiency and ROI.


Salesforce Managed Services

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.

Salesforce Health Check

Quick Guide through Salesforce Health Check

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.


Essential Guide to Nonprofit Cloud

Salesforce Nonprofit Cloud is the CRM solution designed for nonprofit organizations. Streamline program, grants, and fundraising management. Generate transparent reports and strengthen relationships with collaborators and beneficiaries. Drive social impact and reach your goals with this powerful tool.


Why Salesforce for your business?

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?

Salesforce ERP Integration - header

Salesforce ERP Integration, a successful combination

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.

Salesforce Revenue Cloud

Salesforce Revenue Cloud, The All-In-One Solution For Your Business Growth

Throughout the sales life cycle, your company faces countless challenges. Periodically the inconsistencies of the operational system and the insufficiency of systemic norms creates contradictions mainly between your sales and finance departments. To minimize the incidents of these inconsistencies, Salesforce brought together several of its tools in Revenue Cloud.


The Ultimate Guide to Salesforce User Adoption

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.


Trusted by great companies.

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

Green Building Initiative
Banco Sabadell
Norwegian Cruise Line
Larkin Community Hospital
Discovery Channel

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 They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the 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 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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