Insights on CRM and ERP Technology, Digital Business Consulting, and More

At Plative, we're committed to contributing valuable content for the ecosystems that we participate in.

salesforce nonprofit cloud

The Power of Action: Overcoming Nonprofit Challenges

We recently had the pleasure of sitting down with 15 nonprofits at our Seattle nonprofit networking event, in partnership with Salesforce. Through a bit of nonprofit talk therapy and a lot of great ideas, some themes began to emerge when we asked about using innovation to meet their missions. Most nonprofits aspire to have good…

einstein 1

Salesforce Einstein 1: What You Should Know, and Why You Should Upgrade

Salesforce customers that want to consolidate their systems landscape and get all of the cutting-edge AI features from Salesforce should seriously consider Einstein 1.  Einstein 1 has replaced Salesforce Unlimited Edition Plus (UE+) in the Salesforce editions catalog, offering an array of enhanced features. With Salesforce Einstein 1, customers now have access to bundled packages…

fallback-image

Optimizing Project Accounting with Plative’s NetSuite WIP Solution

Project accounting is a cornerstone of effective project management, ensuring that costs are meticulously tracked and aligned with revenues. For many businesses, especially those engaged in long-term or large-scale projects, managing work-in-progress (WIP) costs in NetSuite can be particularly challenging, often requiring multiple saved searches. To help you save time, Plative’s NetSuite experts have created…

The Difference Between Salesforce RLM and Salesforce CPQ: Everything You Need to Know

In March of 2024, Salesforce announced a new offering called Salesforce Revenue Lifecycle Management (Salesforce RLM) that combines many of the core functionality that growing companies need in one clever package. Salesforce Revenue Lifecycle Management is an offering that combines the functionality of CPQ, Billing, Subscription Management, E-Signature, Document Generation, and more under one Salesforce…

Mastering Program Management in Salesforce Nonprofit Cloud

Effective program management is crucial for the success of nonprofit organizations. With a diverse array of initiatives and numerous participants to manage, nonprofits need a robust system to streamline their operations, track progress, and measure impact. Enter Salesforce Nonprofit Cloud and its Program Management Module—a powerful tool designed to centralize program management and enhance organizational…

How-to With Woo: Custom Revenue Recognition Events in NetSuite

Recently, a colleague brought up a revenue recognition scenario for a client being implemented by Plative. The client mentioned that their revenue events were not based on a calculation that NetSuite can perform because it is based on external factors, and straight-lining the amounts over time was not appropriate. Essentially, the client was recognizing revenue…

fallback-image

Unlocking Efficiency in Sales with NetSuite CPQ

In the realm of sales and customer service, the ability to quickly generate accurate quotes and proposals is paramount. This is where NetSuite CPQ (Configure, Price, Quote) shines, providing a robust solution that streamlines the quoting process from start to finish. In this post, we’ll explore what NetSuite CPQ is, its key features, and introduce…

Unlocking Business Insights with NetSuite Analytics Warehouse (NSAW)

In the fast-paced world of business, data is the North Star of decision-making. With reams of information generated daily, companies require robust tools that not only organize and store data but also convert it into actionable insight. Enter NetSuite Analytics Warehouse (NSAW), a powerful suite designed to illuminate the path to better business strategies. But…

Let's Get Started