Category: Salesforce

The-8-Elements-Your-Training-&-User-Adoption-Plan-Must-Have

The 8 Elements Your Training & User Adoption Plan Must Have

Using Salesforce in your business has been the best decision you have made. Now is the time to get the most out of it. Effectively training your work team will be the key to achieving the desired results. In this article, we present 8 essential elements to include in your training plan and provide you with some useful tips and resources.

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9 Must Have Tools for a Productive Salesforce Administrator header

8 Must-Have Tools for a Productive Salesforce Administrator

As a Salesforce Admin, you normally find yourself undergoing daunting and time-consuming tasks on a daily basis. While working on these tasks, they are at a higher risk of falling victim to human error because of their repetitive nature. Therefore, it is crucial to stay up-to-date with the most recent advancements in the Salesforce platform and community if you wish to become a productive and knowledgeable Salesforce Administrator.

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The-Salesforce-ABC’s

The Salesforce ABC’s

When you first step into the impressive world of Salesforce, definitions that are new for you will appear. Understanding them in depth is essential to fully exploit all their functionalities. We have summarized the most commonly used Salesforce terminology for you, which will help you at the beginning of your experience.

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An AppExchange’s Quick Guide

AppExchange is Salesforce’s online marketplace from where you can download and install more than 4.000 solutions for your organization. Check out our guide to quickly discover what you can find there, how it works and what are its main advantages.

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Pardot vs Marketing Cloud. How to choose wisely?

The fascinating world of Salesforce presents before you two powerful and efficient products: Pardot (Marketing Cloud Account Engagement) and Marketing Cloud. Even though they have common functionalities, great versatility and customization capacity, they were designed to satisfy different needs.

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Salesforce Editions: Keys For a Successful Selection.

Salesforce, the leading CRM platform, offers a variety of editions tailored to the needs of all types of businesses. From the Starter Suite, ideal for small organizations, to Einstein 1 Sales, which includes advanced AI and collaboration tools, each edition increases in functionality and cost. It is essential to choose the one that best suits the specific needs of each business.

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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.

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Your Complete Guide to Nonprofit Cloud

Aside from Sales Cloud, Service Cloud, and Marketing Cloud, Salesforce also has a product designed specifically for nonprofit organizations – Nonprofit Cloud. Salesforce’s Nonprofit Cloud has revolutionized the way nonprofits support their causes and handle their data. It’s designed to help organizations better execute their mission and measure their impact. In this post, we’ll go […]

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Trusted by great companies.

From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.

Sony PLSA
Green Building Initiative
Banco Sabadell
Boats
DHL
Norwegian Cruise Line
Larkin Community Hospital
Bupa
Discovery Channel
Bacardi

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 Salesforce.com. They were very effective, straight-to-the-point, and with a solid knowledge of the CRM and the Force.com 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 Salesforce.com 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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