Salesforce Optimization & Support

Optimize your Salesforce experience today. Get ready for tomorrow.

Salesforce Optimization & Support

We'd love to hear about your project!

By registering, you consent to SkyPlanner processing your personal data as outlined in the Privacy Policy.

Get the most out of your Salesforce investment

As a Salesforce Consulting & AppExchange Partner, we know that introducing Salesforce into your organization is an ongoing journey of discovery, optimization and support.

Salesforce is an extraordinary CRM as long as it is well configured and aligned with the specific needs of your business. Many companies that use it do not take full advantage of its capabilities and their users do not integrate the platform into their daily workflow effectively. Therefore, an optimization that supports the objectives of your company and is designed to boost the productivity of your team is considered essential.

First of all, it will be necessary to analyze how your organization is using the platform and contrast it with the way the processes take place within it. Subsequently, we will identify which elements are useful to you and which are the areas that must be optimized for you to achieve a competitive advantage. All of this while following the best practices as we work to design your personalized solution.

The objective is not only to have the proposal for improvement aligned with your organization’s needs, but also to facilitate your team’s work, making it more intuitive and providing a superior user experience.

Even if your initial implementation was excellent, over time your business evolves, processes change and new requirements arise. It is very likely that your system will not be optimized to meet these future needs. In any case, you need the evaluation of an expert to help you take advantage of the full potential that Salesforce can offer you and incorporate the latest among its features and innovations.

Stay ahead of the curve with our full range of services and round-the-clock support. Our project managers work hard to keep you informed on the latest Salesforce news, products, innovations, acquisitions and partnerships, giving you the competitive advantage you crave. But, we know that keeping you informed is not enough. The real magic begins when our team helps you leverage those insights and apply them directly to your organization—helping you drive wide-spread efficiencies, increase productivity, streamline operations and ultimately move your business forward.

Salesforce Optimization Process

Do more with today.

  • Build new solutions
  • Implement the right technology
  • Optimize current solutions with the latest releases & updates
  • Scale your IT solutions at a lower cost
  • Solve rising blh-lgusiness challenges quickly
Salesforce Optimization

Stress less about tomorrow.

Focus on what matters most.

Focus on what matters most. We'll take care of the rest.

Tap into strategic

Tap into strategic & technical insights you crave, without investing in more resources.

Level the playing

Level the playing field between you & your competitors.

Increase efficiency

Increase efficiency & productivity with our 24/7 support.

Enjoy lower costs

Enjoy lower costs, expanded coverage & faster response times.

Be the first to learn about new tech

Be the first to learn about new tech & innovation solutions.

Read more from our blog

What is a Salesforce Consulting Partner - header

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? They can help you to fully implement the platform. Your partner will take care of the details so that you can focus on the development and growth of your business.
Read this post
Salesforce Editions - Header

Salesforce Editions. Keys for a successful selection.

Salesforce offers 5 editions: Essentials, Professional, Enterprise, Unlimited, and Developer that have similarities, but differ in functionality and price. If you want to make a successful selection, we offer you the information you need considering the organization type in which they are used, the updates and the limitations they present.
Read this post
Sales Cloud and Service Cloud: a successful binomial.

Sales Cloud and Service Cloud: a successful binomial.

If you don't know how Sales Cloud and Service Cloud can complement each other to attract and retain customers, you will hardly be able to use them to the fullest. You will be surprised to know how they cover the sales cycle of a product or service taking into account its characteristics, benefits and main differences.
Read this post
B2B Marketing Automation-header

7 reasons to use marketing automation in B2B companies

The automation of routine tasks or processes always brings notable advantages. This post offers 7 reasons why B2B companies should seriously consider implementing marketing automation.
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.


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

Go to top