CRM & Technology Advising

Transform the way you do business with our deep Salesforce & industry expertise.

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What is a Salesforce consultant?

A Salesforce consultant is a knowledgeable and experienced Salesforce specialist that helps companies implement or optimize their use of the Salesforce Platform, its products, and technology.

At SkyPlanner, our winning strategy combines stakeholder interviews, a deep analysis of the current state of your business, industry and competitive research, and discussions about your overall pain points and business challenges.

Once we’ve compiled everything that we need from you, we sit down with our team of analysts and consultants and discuss your current system’s strengths and weaknesses and identify areas of opportunity. Then, we work together to gather our findings and recommend the best course of action.

Our plans include everything from recommended processes, tools for automating some of your heavy-lifting, anecdotes from what has worked with previous clients within your industry, best practices and more.

What you can expect.

When you work with us, you can expect best-in-class consulting and customer support. We have decades worth of experience advising clients on how to best move their business forward using the capabilities of systems like Salesforce and others.

Our experienced consultants can help.
  • Assess the current state of your business--and help you gain a comprehensive understanding of your strengths & weaknesses, threats that exist and opportunities to help you overcome them.
  • Evaluate your current software solution & determine whether it’s the right fit for your needs.
  • Learn how to use technology to automate & elevate all aspects of your business--including business processes & operations, finance, marketing, sales, customer service, IT security, etc.
  • Develop a long-term strategy to boost productivity & sales, streamline business operations & reduce costs.
  • Stay ahead of the curve with top insights & best practices.
  • Build a custom training & user adoption plan that prepares your team with the know-how, tools & strategies they need most to use Salesforce every day.
  • Maximize your Salesforce ROI.
There are several benefits of working with us, but here are some of our favorites.
  • We are subject matter experts.
  • We’ve done it all. We’ve spent the greater part of this decade working with companies across a wide range of industries and are equipped to solve your biggest challenges, no matter what you throw at us.
  • We are Salesforce certified. Salesforce requires us to renew our certifications yearly, so we are always up-to-date on the latest technology, products, and solutions.
  • We work hard to streamline your implementation and configuration so that you can focus on what matters most.
  • Our team will guide you through the entire process and provide you with hands-on training, knowledge transfer, and best practices.

Our methods are proven.

44Team Members
20Years of IT Experience

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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.

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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