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

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#PlativeGameChangers | Meet James!

Meet James Catterall – Salesforce Client Partner! Fun Facts:  What do you do at Plative?  What’s your favorite thing to do where you currently live? * What would you do if you didn’t choose your career path? * What is your most unusual or hidden talent?

Top 3 Tips for Salesforce Success from Food Bank CIO

We hosted Jen Lamplough, Northern Illinois Food Bank’s Chief Impact Officer, as she dug deep with Salesforce Expert Sterrin Bird, on her Top 3 Tips for Food Bank’s considering Salesforce or a CRM system: 1. Get buy-in first from your key stakeholders “You have to look at getting buy-in across the board” Jen exclaims. Firstly…

Digital Transformation with Salesforce Manufacturing Cloud

With the pandemic exposing limitations within the manufacturing industry, whether through the supply chain, logistics, production capabilities or their own internal processes, the manufacturing industry is now at the forefront of undertaking a massive digital transformation. C-Level executives that are in the know, realize that in order to succeed they must innovate their existing technology…

Memorized Transactions in NetSuite

Are you still manually inputting recurring transactions into NetSuite? Entering monthly transactions can be repetitive, numerous, and errors can easily occur from invalid entries. To alleviate this, one can use memorized transactions to set up and schedule the creation of to avoid manual entries of important data. In addition, memorized transactions in NetSuite also serves…

Salesforce or NetSuite: Which Platform is Best for Contract Management?

Contract Management is available in both Salesforce and NetSuite. When customers work with both solutions, it is important to understand the overlap of Contract and Contract Items that will activate, renew, upsell, and down-sell contracts. There is no silver bullet solution because the result will largely depend on the client’s specific scenario, however, we can…

3 Reasons to use a CDP

Here are the three reasons we believe you should use a customer data platform. In this ever-changing world keeping up with consumers can be one of the most difficult tasks a consumer can face. Adding a CDP to your business can create a data system that is cross-department and allows for you to be efficient…

Plative is a NetSuite Alliance Partner Spotlight Winner!

We are so proud to announce at Plative that we have been honored by NetSuite as a Summer 2022 NetSuite Alliance Partner Spotlight Winner. Plative is being recognized as the Alliance Partner Spotlight Winner for Financial Services for work with Cohen & Company. Plative would not have been able to achieve this award without the…

Dreamforce and SuiteWorld Survival Guide

With the ending of summer comes the tradeshow season. This month’s installment I thought we’d take a break from our regularly scheduled NetSuite topics to give those about to attend Dreamforce and/or SuiteWorld a bit of a survival guide.  As someone who’s been to many shows as attendee, presenter, and vendor, I put together a…

#plativegamechangers | Meet Brendel Macalino!

I am a NetSuite Consultant. That means my day-to-day consists of internal sync meetings, meetings with clients, and regular discussions with my direct teammates
I also help with Q/A work on implementations, functional consulting for clients, and NetSuite development work using workflows and SuiteScript

NetSuite Other Relationships

In today’s business environment, B2B relationships are becoming increasingly complicated. With more than three-quarters of companies looking to deepen relationships and collaborate with their suppliers, the lines between suppliers, customers and partners will continue to blur. For new users of NetSuite, it may not be obvious how to build these relationships because a single record…

Parents of Plative

Parents of Plative At Plative we are so proud to work with so many amazing parents. Not only are we honored to highlight the work these individuals do for Plative, but we are also so proud to celebrate their amazing work as parents. Three parents who we believe deserve a special highlight are Jacob Posluns,…

Out With QuickBooks…. In With NetSuite!

Out with QuickBooks, in with NetSuite As an organization grows, accounting becomes more complex and it becomes harder to handle business challenges with entry-level accounting solutions. From off-the-shelf systems to spreadsheets, many organizations find they have outgrown their current accounting methods and need to upgrade. While rudimentary solutions like QuickBooks serve a purpose in the…

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