Salesforce Consulting Services

All of your Salesforce services in one place

Salesforce Consulting Services

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Services for all your Salesforce needs.

At SkyPlanner we offer Salesforce consulting services aimed to kickstart your company’s growth, either by implementing a new business-tailored solution or improving an existing implementation. We will conduct a detailed analysis of your business processes in order to fully understand your business’ main problems and challenges. We shall examine all provided data and explore alternatives with the intent of providing you with recommendations to optimize business processes and reach your goals in a more efficient manner.

Our consulting services are aimed at optimizing your sales, marketing and customer service efforts. Regardless of industry, you can count on certified professionals and countless years of experience to guide you along the correct path.

With more than 600 completed projects, our company is more than able to assist in the transformation of your business. We shall guide you as to what the current best practices are, as well as implement business-tailored solutions to optimize your Salesforce experience. Our consulting services include the necessary training to help your team adopt the technology and to make better decisions while using the platform.


CRM & Technology Advising

Obtain the necessary assistance in evaluating the current status of your business as well as analyze the software currently in use. With our experience and standardized best practices, we shall help transform your business. Elevate your business’ productivity, sales, and reduce costs along the way with a business-tailored strategy.


Salesforce Implementation Services

Elevate the results within your business with a Salesforce implementation designed to meet your needs. We are aware that an implementation of this scale may take some time which is why we’ll provide the optimum implementation based on the needs and characteristics of your business. We have the knowledge and expertise needed to help you through this journey.


Salesforce Quickstart Packages

Start using Salesforce within just a few weeks. With the guidance of our experts, you will receive a personalized configuration and assistance in a rapid and efficient manner. We will guide you on the best usage of the platform in order to form a solid knowledge base that will allow you to scale the use of Salesforce without any difficulties.


Salesforce Training & User Adoption

Help your employees unlock the full potential of Salesforce by attending our personalized trainings. Our training programs were built with the intent of preparing users and increasing their awareness of the benefits provided by the Salesforce platform.


Salesforce Optimization & Support

Be more efficient and productive in your company. We will maintain you up to date regarding Salesforce’s latest products and innovations in order to apply that knowledge to improve your business. Our optimization and support services will improve your current solutions and allow for scaling at a much smaller cost.


Business Intelligence

Make informed decisions within your company much faster. Our expertise allows us to modernize your current business intelligence tools and convert your data into relevant information, allowing you to make informed decisions for your business.

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Trusted by great companies.

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


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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