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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…
Salesforce Nonprofit Cloud is a new Salesforce for Nonprofits solution designed to meet the unique needs of nonprofit organizations and help them better achieve their missions. Nonprofit Cloud is built on the Salesforce platform, and it includes a range of features that are specifically tailored to nonprofit organizations. These features include tools for managing donor…
You may have noticed a large pink banner on your Dashboard in Pardot Marketing Cloud Account Engagement recently, and wondered what it is. There is a change to the system in regards to how the default domain of go.pardot.com works. Certain content is restricted when served over the default go.pardot.com domain. As of Jan 31,…
There may be times when some of your larger clients will request multiple invoices out of your NetSuite system. Perhaps it is part of your order to cash process to generate multiple sales orders that may or may not relate to each other (more specific example). Another common use case we’ve leveraged Invoice Grouping for…
Plative Launch for Wealth & Asset Management has been developed through years of experience working with many of the worlds fastest growing Asset Managers.
iPaaS is one of the fastest growing segments in the Enterprise Software market. Here are some factors to consider with your business on your decision to use iPaaS.
Are you struggling to collect information from your constituents? Do you collect form information and manually load/data load it into Salesforce?
Are you a Salesforce consultant? Here’s everything you need to know about Salesforce’s preiodic release updates.
A step-by-step guide to using an item filter on transactions for your purchase requisition form.
The Salesforce Winter ’23 release is now available! Here are the top 10 features.
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?
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