Success Story

Delivery Made Simple


Deliver Lean



Food & Beverage

About the company

Deliver Lean is South Florida’s original diet meal delivery service. Committed to helping their customers live a happier, healthier, fuller life, Deliver Lean prepares portion controlled meals that are delivered directly to your door.

The Challenge

Working with various outdated, disconnected systems, DeliverLean was growing increasingly dependent on manually processing information–everything from billing to forecasting meals, which led to a lack of customer visibility and eventually a break down in customer service. Their challenge to us – develop a permanent solution that would help them optimize operations, reduce costs, increase productivity and deliver a better customer experience.

Our Solution

Our solution – to create an integrated and automated system that would significantly improve their operations and efficiency, save them time & money, and deliver a best-in-class customer experience. Our approach was comprehensive, we needed to 1) automate lengthy manual processes, 2) design a tailored customer community, and 3) provide their employees with extensive training.

How we did it

First, we implemented and integrated the company’s billing process into Salesforce and provided the company with intensive employee training. Second, we automated all of the processes inside the order room—from preparation, to packing and route planning. Finally, we developed a customer community providing clients with a personalized experience that enabled them to create and modify their orders, see transactions and available credit, and rate their experience.

What we used, Sites, Customer Community, Visualforce, Triggers, Classes, Components, Authorize.NET, REST API.

The Result

Thanks to their new capabilities–increased customer visibility and newly automated system, DeliverLean saw immediate and lasting results. With their new, 360 view of their customers, they were able to provide a more personalized experience and give customers full control over their order and transactions. Additionally, DeliverLean’s new automated system helped them streamline all orders—reducing errors and time spent on processing and correcting errors—and generate better reports, forecasts and cost savings.

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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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