SkyPlanner
SkyPlanner is a Miami-based, founder-led Salesforce Consulting Partner with 44 certified specialists that delivers end-to-end Salesforce implementation, optimization, training, and AI enablement services to enterprise, mid-market, and startup clients across the Americas.
- Company typePrivate
- Founded2011
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What SkyPlanner does
SkyPlanner is a privately held, Miami-based Salesforce Consulting Partner founded in 2011 that delivers end-to-end professional services around the Salesforce CRM platform. The firm employs 44 team members holding 100+ Salesforce certifications and serves more than 130 clients across the Americas, including Fortune 500 names such as Sony, DHL, Bacardi, Bupa, Banco Sabadell, Norwegian Cruise Line, and Discovery Channel. Its service portfolio spans CRM and technology advising, custom implementation (including third-party integrations, Lightning components, CPQ, and data transformation), rapid-deployment QuickStart packages, training and user adoption, ongoing optimization and support, business intelligence dashboards, and a newly introduced AI Enablement line.
The company's core technology is the Salesforce platform itself, augmented by a proprietary product called PilotIQ (launched 2024) — an AI assistant embedded inside Salesforce that provides instant, text-based answers for sales teams and is classified as a knowledge-retrieval tool. The firm holds 5-star customer satisfaction and AppExchange ratings and has been recognized by ForceTalks, Wadline, UpCity, TechReviewer, crm.consulting, and Clutch as a top Salesforce partner. SkyPlanner distributes via direct enterprise field sales, an inside sales motion for mid-market QuickStart deals, and a public listing on the Salesforce AppExchange marketplace.
The business model is professional services: revenue is generated through consulting engagements, project-based implementation work, ongoing support contracts, and training programs. Pricing for SkyPlanner's own services is not publicly disclosed; Salesforce platform tiers range from $25 to $500 per user per month, with SkyPlanner monetizing around implementations rather than on the platform license itself. The customer segmentation is horizontal — enterprise Fortune 500 clients (primary), mid-market (via QuickStart), and startups — across diverse verticals including electronics, financial services, logistics, travel and hospitality, healthcare, beverages, and media. Ownership is founder-led, with Jorge Fernandez, Rene Rodriguez Rios, and Rene Raul Garcia serving as Co-Founders and Managing Directors; no institutional investment or parent company has been disclosed.
SkyPlanner firmographics
Firmographics- Name
- SkyPlanner
- Legal name
- SkyPlanner LLC
- Website
- https://theskyplanner.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SkyPlanner is a Miami-based, founder-led Salesforce Consulting Partner with 44 certified specialists that delivers end-to-end Salesforce implementation, optimization, training, and AI enablement services to enterprise, mid-market, and startup clients across the Americas.
- Ownership category
- akta.pro rank
Where SkyPlanner is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SkyPlanner business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Salesforce Consulting Services: Professional services including implementation, optimization, training, and support for Salesforce CRM. Revenue generated through consulting engagements, project-based work, and ongoing support contracts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Sales Cloud Starter Suite |
| Subscription | Monthly | Sales Cloud Pro Suite |
| Subscription | Monthly | Sales Cloud Enterprise |
| Subscription | Monthly | Sales Cloud Unlimited |
| Subscription | Monthly | Einstein 1 Sales |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels8 records
SkyPlanner product offering
Product offeringCore offering
SkyPlanner is a Salesforce Consulting Partner that delivers end-to-end Salesforce CRM services including implementation, configuration, customization, third-party integrations, training, user adoption, optimization, and ongoing support across all Salesforce clouds. The firm also sells a proprietary AI assistant called PilotIQ that operates inside the Salesforce environment to provide instant knowledge retrieval for sales teams.
Product overview
SkyPlanner is a Salesforce Consulting Partner providing a comprehensive suite of services centered on the Salesforce CRM platform. The company's primary offerings include CRM & Technology Advising, Salesforce Implementation Services, Quickstart Packages, Training & User Adoption, Optimization & Support, and Business Intelligence services. The firm also offers a proprietary AI product called PilotIQ—an AI assistant that lives inside Salesforce for knowledge retrieval. All services are focused on helping organizations implement, customize, optimize, and derive maximum value from their Salesforce investments across Sales Cloud, Service Cloud, Marketing Cloud, and related products.
Differentiator
Problem solved
Functional benefit
Brands
- PilotIQ: An AI assistant that lives inside Salesforce, providing clear answers in seconds.
Products and services
- PilotIQ An AI assistant that lives inside Salesforce, providing sales teams with clear answers in seconds. It is SkyPlanner's proprietary AI-powered knowledge retrieval tool integrated within the Salesforce environment.
- CRM & Technology Advising Advisory services that evaluate an organization's current state and existing software solutions, providing recommendations for new implementations, process automation, and tool improvements to increase productivity and sales.
- Salesforce Implementation Services Custom Salesforce solution implementation including development, third-party system integrations, data transformation, Lightning components, and CPQ implementations tailored to business needs.
- Salesforce Quickstart Packages Accelerated Salesforce implementation packages enabling organizations to start using Salesforce in a couple of weeks, including customized scalable implementation focused on key business requirements and basic training.
- Salesforce Training & User Adoption Personalized and flexible training programs providing employees with the knowledge, tools, and materials to effectively use the Salesforce platform, facilitating team readiness and preparation.
- Salesforce Optimization & Support Ongoing services to maximize the value of Salesforce investment, including keeping organizations informed of the latest Salesforce products and innovations, optimizing operations, and boosting business performance.
- Business Intelligence BI services including best practices for tool modernization, third-party integrations, dashboard creation, and data visualization to provide a complete overview of the organization for informed decision-making.
- AI Enablement Services Services focused on helping organizations leverage AI capabilities within their Salesforce environment, including implementation of AI tools like PilotIQ and Einstein features.
Quantifiable outcome
- 5-star customer satisfaction rating on Salesforce AppExchange
Companies that use SkyPlanner
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles3 records
SkyPlanner technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature1 record
SkyPlanner partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SalesforcecoreSkyPlanner is an official Salesforce Consulting Partner, specializing in implementation, optimization, training, and support services for Salesforce CRM solutions. They offer services across all Salesforce clouds including Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, and Field Service.
Scale indicators7 records
Recent moves5 records
Expansion highlights6 records
SkyPlanner competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
SkyPlanner social profiles
Digital presenceSkyPlanner financial estimates
Financial estimateRevenue estimate
Valuation estimate
SkyPlanner leadership team
Management profileNumber of profiles
Profiles3 records
SkyPlanner funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SkyPlanner M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SkyPlanner
What does SkyPlanner do?
SkyPlanner is a Salesforce Consulting Partner that delivers end-to-end Salesforce CRM services including implementation, configuration, customization, third-party integrations, training, user adoption, optimization, and ongoing support across all Salesforce clouds. The firm also sells a proprietary AI assistant called PilotIQ that operates inside the Salesforce environment to provide instant knowledge retrieval for sales teams.
Is SkyPlanner a public or private company?
SkyPlanner is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SkyPlanner founded?
SkyPlanner was founded in 2011. It employs 11 to 50 people.
Where is SkyPlanner based?
SkyPlanner is headquartered in Miami, United States, in the North America region.
How does SkyPlanner make money?
One revenue line is on record: salesforce Consulting Services.
Does SkyPlanner have an API?
No public API is recorded for SkyPlanner.