Success Story

Empowering Employees To Care





Health Care

About the company

ChenMed is a physician-led, family-oriented organization committed to bringing superior healthcare to moderate and low income seniors.

The Challenge

Like many of the clients we meet, ChenMed had purchased a standard, out-of-the-box Salesforce solution that didn’t meet their needs. Frustrated with the platform, employees had stopped using Salesforce and reverted to their old systems, creating widespread confusion and lack of operational visibility. Unclear on how to move forward with their investment, ChenMed hired us to help get them back on track.

Our Solution

After a careful evaluation, we proposed to customize their current Salesforce solution, to meet their organization’s various needs which included providing executives with better visibility into daily operations, streamlining reporting, and to provide existing/potential patients with relevant news and event information.

How we did it

Armed with ChenMed’s insights, we set out to create custom workflows, triggers, custom reports and dashboards, amongst other updates to meet ChenMed’s business requirements and give their executives the visibility they needed over their day-to-day business operations. We also created a custom, patient-facing calendar application for the ChenMed website, providing patients with details on upcoming events. And finally we migrated ChenMeds’ existing data into one central location on Salesforce, providing the company with a comprehensive view of their patients.

What we used

Sales Cloud

The Result

The results were monumental and far exceeded ChenMed’s expectations— employees now had the tools they needed to properly enter and track data within Salesforce, executives had a clear view of daily operations, and patients could stay up-to-date on the latest news and ChenMed events. Plus, all critical data was now safely stored and centrally located within Salesforce making it easy-to-access, read and report on.

Contact us

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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