From AI readiness to live agents to managed operations — a clear, fixed-price path.
AI won't transform your business by being switched on. It needs clean data, the right guardrails, and use cases that actually move the needle. SkyPlanner gets your Salesforce org agent-ready and puts AI to work where it pays off.
Tell us where you are on your AI journey and a SkyPlanner specialist will reach out within one business day to scope the right starting phase for you.
A guided path to make your Salesforce org genuinely agent-ready.
AI Enablement is how SkyPlanner helps Salesforce customers move from curiosity about AI to real, governed results. Tools like Agentforce, Einstein, and Anthropic's Claude are powerful — but they only deliver when they sit on clean data, clear permissions, and well-chosen use cases. We connect those pieces so AI becomes a dependable part of how your team works, not a science project.
We start by understanding your business, your data, and where automation or AI agents would create the most value. Then we build, deploy, and govern those use cases inside Salesforce — and stay with you as you scale. Every engagement is structured around three clear phases: Connect, Activate, and Operate — so you always know what you're getting, what it costs, and what comes next.
Connect → Activate → Operate.
Each phase is a defined engagement with its own goals and deliverables. Start at Connect, or jump in where you are — we'll meet your team at the right step.
We assess where you stand and lay the groundwork AI depends on.
We stand up your first agents inside Salesforce — see the full catalog below.
We monitor, optimize, and expand your AI footprint over time.
One foundation, many kinds of agents — we deploy the right one for each job.
Once your Salesforce org is connected, "AI" stops being a single thing and becomes a toolkit. Different problems call for different agents: a reasoning assistant for your sales team, a voice agent answering the phone after hours, an autonomous agent running a multi-step workflow in the background. SkyPlanner configures, grounds, and governs each one against your real CRM data — so every agent acts on facts, inside your permissions, with a clear audit trail.
A conversational reasoning agent that retrieves records, summarizes, and drafts — grounded in live Salesforce data via our managed MCP layer.
GPT-powered agents connected through the OpenAI API for content-heavy and knowledge tasks where their models are the right fit.
Salesforce's own autonomous agents, configured natively in your org — no extra integration layer, with actions and topics built around your processes.
Real-time spoken agents that handle calls end to end, then log every interaction straight into Salesforce.
Conversational agents that meet customers and employees in the channels they already use, backed by live CRM data.
Purpose-built agents that take multi-step actions across Salesforce and connected systems — running on triggers or on a schedule, with oversight built in.
Our own managed package puts AI directly on the record page — no tab-switching, no copy-pasting. Users get auto-drafted emails and proposals, record summaries, and AI-guided next-best-actions right where they work. It's the deployment we know best, because we built and operate it.
Production-tested, not a roadmapNot sure which fits? That's the point of the Connect phase — we match the agent to the use case, your data, and your governance needs, then activate it with you.
Certified Salesforce expertise, with AI built in.
Certifications renewed yearly and deep, hands-on experience deploying AI inside Salesforce — not bolted on beside it.
We design for security, permissions, and oversight from day one, so your AI is safe to scale and easy to audit.
From readiness through deployment to managed operations — one accountable team across every phase.
Fixed-price phases tied to measurable results — you always know the scope, the cost, and the value you're getting.
Not necessarily. Connect is the best entry point if you're early or unsure where AI fits. If you already have a clear, prioritized use case and clean data, we can begin at Activate. We'll confirm the right starting phase in your free consultation.
Connect and Activate are delivered as fixed-price engagements with defined scope and deliverables, so there are no open-ended invoices. Operate is an ongoing managed subscription tailored to the use cases you're running. We'll share specific figures once we've scoped your needs.
A range — Claude (Anthropic), OpenAI / ChatGPT, Salesforce-native Agentforce and Einstein, voice and chat agents, custom autonomous agents, and our own embedded package, PilotIQ. See the full catalog above. We recommend the agent based on your goals, data, and governance requirements, not the other way around — and you can run more than one.
Yes. Because every agent is grounded on the same connected foundation, you can mix them — for example a Claude assistant for your sales team, a voice agent for after-hours calls, and a custom autonomous agent handling a back-office workflow. Each is governed and audited the same way.
It depends on scope, but Connect is typically a short, focused engagement and Activate is scoped per use case. We define timelines up front so you know exactly what to expect.
Book a free consultation. We'll review where you are, recommend the right starting phase, and show you what an agent-ready Salesforce org looks like for your business.
Book Your Free Consultation