SkyPlanner is a Salesforce consulting partner that offers services such as CRM and technology advising, Salesforce implementation, training, optimization, and business intelligence.

SkyPlanner

SkyPlanner | 1,642 followers on LinkedIn. Your one-stop-shop for everything Salesforce.
We’re a 5-star, full service, Salesforce Consulting &amp; AppExchange Partner  | Welcome to SkyPlanner&#39;s Official LinkedIn. We&#39;re an experienced, 5-Star rated, full service Salesforce Consulting &amp; AppExchange Partner specialized in helping businesses just like yours, get the most out of their Salesforce experience.

Founded in 2011 as a joint venture between three friends--Rene Raul Garcia, Jorge Fernandez and Rene Rodriguez-- we set out to help entrepreneurs streamline their business operations.

Co-Founder, Managing Director at SkyPlanner LLC

Jorge L Fernandez

Managing Director & Co-Founder at SkyPlanner

Rene Raul Garcia

Senior Software Engineer | Salesforce Developer

Janitzia Alonso Collera

Sr. Salesforce System Analyst at ModMed

Ernesto Rodriguez

🌟 The Human Component: Choosing the Right Salesforce Vendor 🌟 From our experience, many clients come to us after previous Salesforce implementations have failed. Often, the root cause is not just technical issues, but a lack of human connection and understanding with their vendors. Here’s our sincere advice: 1. Invest in Relationships: Get to know the people behind your vendor. A good relationship is crucial for long-term success. 2. Align Values: Ensure your vendor’s values and vision align with yours to foster trust and effective communication. 3. Two-Way Investment: Building a strong human connection is a mutual investment that leads to long-term shared benefits. Don’t let the rush to make quick decisions based on first impressions from highly likable people sway you—dig deeper. It will pay off. Choosing the right partner can make all the difference in the success of your Salesforce project. #Salesforce #VendorSelection #BusinessRelationships #Trust #Communication #SkyPlanner #CRM

🚀 Elevate Your Customer Engagement with SkyPlanner's Omnichannel Solutions! 🚀 At SkyPlanner, we help businesses create powerful omnichannel customer engagement strategies using Salesforce’s Digital Customer Engagement Platform. Here’s how we can transform your business: - Unified Customer View: Seamlessly integrate interactions across email, social media, chat, and more for a comprehensive understanding of your clients. - Personalized Experiences: Deliver consistent and personalized interactions that boost customer satisfaction and loyalty. - Proactive Messaging: Automate outbound messages like order updates and appointment reminders to enhance customer experience. - Real-Time Insights: Utilize data to optimize engagement and drive better decision-making. Ready to revolutionize your customer engagement? SkyPlanner is here to help you succeed! #SkyPlanner #Salesforce #Omnichannel #CustomerEngagement #DigitalTransformation #CustomerExperience

🚀 Streamline Your Program Management with SkyPlanner and Salesforce Nonprofit Cloud! 🚀 Organizations in need of a state-of-the-art solution to manage and track their programs, look no further! SkyPlanner leverages Salesforce Nonprofit Cloud to deliver top-tier program management solutions. Here's how we can help: 1. Centralized Program Tracking: Monitor all aspects of your programs from one unified platform, including program details, participants, and outcomes. 2. Customizable Reports and Dashboards: Gain insights with tailored reports and real-time dashboards to measure impact and make data-driven decisions. 3. Seamless Collaboration: Enhance team collaboration and stakeholder communication with integrated tools. Ready to transform your program management? SkyPlanner is here to guide you! #SkyPlanner #Salesforce #NonprofitCloud #ProgramManagement #DigitalTransformation #Efficiency

🚀 Introducing Einstein Service Agent: Revolutionizing Customer Service with AI! 🚀 Salesforce's new Einstein Service Agent is here to transform how businesses handle customer service. This fully autonomous AI agent understands and resolves a wide range of service issues using natural language and generative AI. Key benefits include: - 24/7 Customer Support: Always available to assist customers. - Seamless Escalation: Easily transitions complex issues to human agents. - Quick Setup: Deploy in minutes with user-friendly templates. - Enhanced Security: Operates within clear privacy and security parameters. Ready to elevate your customer service? Learn more here: https://lnkd.in/g_sYdDqE #Salesforce #EinsteinServiceAgent #AI #CustomerService #DigitalTransformation #SkyPlanner

🏅 The Path to Olympic Gold and Digital Transformation Success: A Winning Analogy🏅 As the 2024 Paris Olympics kick off, we’re inspired by the incredible journey athletes take to reach the pinnacle of their sports. This journey mirrors the steps needed for a successful digital transformation. Here’s how: 1. Training and Preparation: Just like athletes undergo rigorous training, a successful digital transformation requires thorough planning and preparation. Understand your business needs, set clear goals, and design a roadmap. 2. Expert Coaching: Athletes rely on coaches for guidance and expertise. Similarly, partnering with experienced consultants ensures you have the right strategies and tools to succeed. 3. Consistent Practice: Continuous practice hones an athlete’s skills. Regularly testing and refining your digital processes ensures they remain effective and aligned with your business objectives. 4. Overcoming Challenges: Athletes face numerous hurdles on their path to the Olympics. Implementing a digital transformation can also present challenges, but resilience and problem-solving will lead you to success. 5. Achieving Peak Performance: On the big day, athletes aim for peak performance. With a well-executed digital transformation, your business can achieve peak efficiency, drive growth, and enhance customer relationships. As you cheer for your favorite athletes, consider how their dedication and strategies can inspire your digital transformation journey. Ready to start your path to success? SkyPlanner is here to guide you every step of the way! #Paris2024 #Olympics #DigitalTransformation #SkyPlanner #Salesforce #BusinessSuccess #CRM #GoldStandard #SalesCloud #ServiceCloud #MarketingCloud

🎉 **Friday Farewell: 5 Lessons We've Learned from Fixing Complex Salesforce Instances in B2B** 🎉 As we wrap up the week, we wanted to share some valuable insights we've gained from working on numerous tangled Salesforce setups in the B2B space. Here are five key lessons we've learned: 1. **Simplify and Standardize Workflows:** - Overly customized workflows can create chaos. Simplifying and standardizing processes makes management easier and improves user experience. 2. **Clean and Maintain Data:** - Good data is essential. Regular cleaning and validation ensure your Salesforce instance remains reliable and useful for making informed decisions. 3. **Use Automation Thoughtfully:** - Automation can streamline operations, but too much can overwhelm users. Implement automation wisely to boost productivity without adding complexity. 4. **Prioritize User Training:** - Even the best Salesforce setup needs well-trained users. Continuous training ensures your team can make the most of the system. 5. **Regular Audits and Updates:** - Salesforce isn’t a set-it-and-forget-it tool. Regular audits and updates keep it aligned with your business needs and leverage new features and improvements. These lessons have shown us that even the most complex Salesforce instances can be transformed into powerful, user-friendly tools. As you head into the weekend, remember that SkyPlanner is here to help simplify your Salesforce experience. If your setup is causing headaches, let’s connect and make it work for you. Have a great weekend, everyone! 🌟 #Salesforce #B2B #CRM #SkyPlanner #BusinessOptimization #LessonsLearned #DataQuality #Automation #UserTraining #FridayFarewell

🌟 **Transform Your Partner, Distributor, and Reseller Relationships with Digital Experiences and SkyPlanner!** 🌟 Looking to revolutionize how you work with partners, distributors, or resellers? SkyPlanner specializes in creating seamless digital experiences that optimize these crucial relationships with tailored Salesforce solutions. Here’s how we can help: 🤝 **Strengthen Collaboration:** Enhance communication and streamline workflows for seamless partnerships. 📊 **Gain Insights:** Utilize powerful analytics to make informed decisions and drive growth. 🔄 **Automate Processes:** Simplify complex processes to save time and reduce errors. 🌐 **Digital Experiences:** Implement innovative digital solutions to elevate interactions and engagement. Ready to take your partnerships to the next level? Connect with us https://lnkd.in/enQqQZdv and let’s start transforming your business today! #SkyPlanner #Salesforce #PartnerManagement #DigitalExperience #BusinessTransformation #CRM #Collaboration #Growth

😵💫 **Monday Afternoon Struggles with Your Complex Salesforce Implementation?** 😵💫 Is your Salesforce instance feeling more like a maze than a tool this Monday afternoon? Complexity can turn productivity into frustration. At SkyPlanner, we make Salesforce simple again: 🔄 **Streamline Processes:** Clean up workflows for a smooth, user-friendly experience. 📊 **Optimize Functionality:** Remove unnecessary features and focus on what truly matters. 🛠️ **Customized Solutions:** Tailor Salesforce to fit your needs perfectly, making it work for you. Let us handle the complexity, so you can focus on what you do best and finish the day strong. Ready for a smoother Salesforce experience? Let’s chat! #SkyPlanner #Salesforce #CRM #Simplify #UserExperience #MondayMotivation

🚀 **Struggling with Your Salesforce Instance? SkyPlanner Managed Services to the Rescue!** 🌟 Is your Salesforce instance becoming a headache? Managing it can be challenging, but SkyPlanner is here to help! With our Managed Services, you can: 🔧 **Optimize Performance:** Ensure your Salesforce runs smoothly with regular maintenance and updates. 📈 **Boost Efficiency:** Streamline your processes and maximize productivity with our expert support. 🛡️ **Enhance Security:** Protect your data with our robust security measures and compliance expertise. 💡 **Access Expertise:** Leverage our team’s deep Salesforce knowledge for tailored solutions and ongoing support. Don’t let Salesforce management hold you back. Let SkyPlanner take care of it, so you can focus on growing your business. Ready to transform your Salesforce experience? Let’s connect! #SkyPlanner #Salesforce #ManagedServices #BusinessGrowth #CRM #TechSupport

🚀 **Optimize Your Hospitality Business with SkyPlanner and Salesforce!** 🏨 At SkyPlanner, we specialize in transforming hospitality businesses with Salesforce. Here’s how we can help: ✨ **Personalized Guest Services:** Use Salesforce CRM to understand and cater to guest preferences, ensuring repeat visits and rave reviews. 📊 **Informed Decisions:** Our data-driven insights help you optimize pricing, predict trends, and enhance operational efficiency. 🔄 **Seamless Operations:** Automate bookings, manage staff schedules, and ensure smooth communication with integrated Salesforce tools. 🌐 **Consistent Engagement:** Engage guests across social media, email, and phone for a connected, memorable experience. Ready to elevate your hospitality business? Let’s connect and explore how SkyPlanner can make a difference! 🌟 #SkyPlanner #Hospitality #Salesforce #BusinessGrowth #CRM #GuestSatisfaction

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