Success Story

Serving Up Quality With Speed


Protano’s Bakery



Food & Beverage

About the company

Protano’s Bakery is a family-operated business and a South Florida staple, serving wholesale baked goods to a long list of loyal customers since 1970.

The Challenge

Protano’s Bakery was changing ownership, when the new owners requested an audit and in-depth analysis of their existing business operations, capabilities, tools and resources. Their initial assessment showed that Protano’s systems were outdated, disconnected and were drastically slowing down operations (i.e., orders were taking more than 3 hours/day to process). Customers were unhappy. Employees were tired of their daily, manual labor. And worst of all, there was no visibility nor accuracy across customer data, including everything from orders, products, customer balances and so on. Protano’s new owners knew that a dramatic change was needed in order to save the business. Our challenge – evaluate their systems, determine what needed to be done and turn their business around quickly.

Our Solution

Our solution- to use Salesforce to build an integrated and tailored CRM system that could store Protano’s data and provide their operations, sales, customer service, accounting, production, fulfillment and delivery teams with the visibility they needed to deliver great service to their customers.

How we did it

To create this system, we built a customized order entry interface which sped up processing, implemented automated rules to alleviate manual work, integrated their accounting system, enabled Salesforce Mobile App for driver deliveries and implemented other modules that facilitated their order processing and accepted credit card payments.

What we used

Sales Cloud

The Result

As a result of our efforts, Protano’s experienced a boost in customer service, customer visibility, team collaboration and productivity. The team could now focus on more pressing, strategic work instead of spending their entire day processing orders. And newly empowered drivers could now resolve delivery issues in real-time, significantly improving customer satisfaction.

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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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