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

Data Migration is a very important topic where one could write a whole book but  in this blog post, I will highlight key considerations of a data migration project. Data Management Policy and Guidelines With ever expanding data, comes greater need to establish a Data Management policy. Doing this immediately will deliver dividends during a…

Marketing is a crucial aspect of any business, but executing big marketing ideas can be challenging, especially when budgets are limited. In this chaotic economy marketers and sales teams need to operate with less. Salesforce Marketing Cloud Engagement can help you do just that by leveraging powerful marketing automation tools to execute big ideas and…

Are your Sales and Marketing teams thriving together? Are they jiving? Effective collaboration between the two is critical for the success of any organization. Unfortunately, like any good team-up sports movie, a dramatic clash is bound to happen before the big win. Many businesses struggle to unite these two teams due to differences in priorities,…

Salesforce Marketing Cloud is a powerful marketing automation platform that provides businesses of all sizes with a comprehensive suite of tools for managing marketing campaigns across multiple channels.  From automated email marketing to carefully planned multi-touch nurture campaigns, the platform offers a wide range of features designed to help businesses engage with customers and build…

Are you seeing AI all over your feed? Possibly wondering, “Am I using the trending tools?” If you have Salesforce, you might be already leveraging the wonders of Artificial Intelligence (AI). Salesforce Marketing Cloud is a powerful platform that allows businesses to create and manage marketing campaigns across multiple channels. One of the key features…

So you have Salesforce. Your team is managing their sales with excellence, but now you’re looking to see how you can add marketing into the mix to accelerate the business. Look no further! Salesforce is equally as powerful as a marketing platform, which is used by businesses of all sizes and industries to manage their…

Faith-based organizations, like any other business, need to manage their operations efficiently and effectively to achieve their mission and serve their community.  Salesforce is a powerful customer relationship management (CRM) tool that can help these organizations manage their outreach efforts, track donations, and build stronger relationships with their members.  Here are some of the ways…

Faith-based organizations are a vital part of many communities, providing a sense of community, purpose, and hope to many people. However, managing a faith-based organization is no easy task, and many organizations struggle with outdated technology tools like ChurchSoft or PowerChurch. These tools can be challenging to use and they may not provide all the…

Time and time again we see tech companies who come to us bogged down by custom pricing and quoting. It breaks our hearts! Luckily, the solution is straightforward.  It’s Salesforce CPQ with Plative’s custom automations for tech which can automate their pricing and quoting processes, providing a seamless and streamlined experience for both sales teams…

In the fast paced world of complex product sales it is very important that  the sales team be efficient in configuring both products and pricing.  Now Oracle Netsuite offers NetSuite CPQ to help manage complex products with greater accuracy and higher reliability. Now you can quickly create quotes and orders using your complex product and…