CRM & Technology Advising

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What is a Salesforce consultant?

A Salesforce consultant is a knowledgeable and experienced Salesforce specialist that helps companies implement or optimize their use of the Salesforce Platform, its products, and technology.

At SkyPlanner, our winning strategy combines stakeholder interviews, a deep analysis of the current state of your business, industry and competitive research, and discussions about your overall pain points and business challenges.

Once we’ve compiled everything that we need from you, we sit down with our team of analysts and consultants and discuss your current system’s strengths and weaknesses and identify areas of opportunity. Then, we work together to gather our findings and recommend the best course of action.

Our plans include everything from recommended processes, tools for automating some of your heavy-lifting, anecdotes from what has worked with previous clients within your industry, best practices and more

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Five stars on customer satisfaction and Salesforce appexchange ratings.