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What’s New @SkyPlanner

Salesforce CPQ and Billing Integration

Driving Sales Efficiency with Salesforce CPQ and Billing Integration

Within the Salesforce ecosystem, sales teams are empowered with a robust set of integrated tools, such as CPQ and Billing. This integration ensures an error-free sales process, automated billing, and products tailored to the real needs of your customers. In summary, it elevates your team's capabilities to a higher level.
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Salesforce Einstein 1 - header

Meet Einstein 1, the New and Powerful Salesforce Platform

The launch of the Einstein 1 Platform was one of the most exciting announcements made by Salesforce at Dreamforce 2023. Data Cloud and Einstein AI are natively integrated in Einstein 1. This powerful computing platform aims to boost business productivity and provide reliable experiences based on CRM and AI data.
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Salesforce Setup Optimization

10 Tips to Optimize Your Salesforce Setup for Sales Success

To maximize sales, configure Salesforce effectively. Customize processes, automate tasks, foster collaboration with Chatter, and ensure data security. Key practices like lead scoring and territory management are essential. These strategies are fundamental for sales success and revenue growth.
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Generative AI in Salesforce - header

Einstein and Generative AI: Salesforce Redefines the Future of Modern Business Technology

Salesforce leads the generative AI revolution. Its platform, powered by GPT models and Data Cloud, offers a suite of generative AI products that transform all areas, from sales to service, marketing, and commerce. This optimizes customer interaction, enhances data security, and improves productivity, all while ensuring brand trust.
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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

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