Data Cloud Readiness Assessment

Having a vast pool of customer data is valuable, but only if you can effectively leverage it. Take our Data Cloud readiness assessment and gain deeper insights into your customer base.

Ready to Make the Most of Your Customer Data?

Data Cloud doesn’t just bring your data together. It enables you to create a holistic, 360-degree view of your customers. This spans all products, services, and interactions, converting your customer data into actionable insights.

Our team of Salesforce Data Cloud experts is ready to assist you in evaluating your data readiness and establishing a solid foundation to increase revenue and operational efficiency.

  • Create repeat buyers
  • Build customer loyalty
  • Increase net revenue retention
  • Reduce customer acquisition costs

“It became very apparent very quickly that the Plative team ‘got it’. Plative understood what we were trying to do, the resources that we were able to commit, the timelines that we were on, and the type of support we actually needed. That’s very important because the first step in solving any problem is a mutual understanding of what the actual problem is.”

Ian Bradley

SVP Operations

Benefits of Data Cloud by Persona

Embedded in the Einstein 1 Platform, Data Cloud unifies all of your company’s data in one place to deliver a singular source of truth that all your departments can benefit from. By improving data alignment and collection, Data Cloud empowers teams to operate with greater efficiency and offer enhanced, personalized experiences to your customers.

Drive campaign effectiveness

  • Customer unification & harmonisation  
  • Segmentation & personalization
  • Marketing activation

 Close the right deals, faster

  • Enhance deals, lead scoring, & insights 
  • Customer interaction  streaming
  • Enhance data quality & reliability

Increase customer experience & LTV

  • Real time product usage streaming
  • Real time customer support interactions
  • Holistic customer experience view 

Reduce IT deployment time

  • Data ingestion & integration
  • Real time data streaming 
  • AI Readiness, with data availability

Data Cloud Implementation

Assessing your data readiness is crucial for a successful Data Cloud implementation. Through understanding your business objectives, our Salesforce experts will craft a data roadmap and strategy that will scale with your business.

To assess your data readiness, we’ll help you: 

  • Define and prioritize your use case
  • Map against industry best practices 
  • Define outcomes tied to your organizational goals
  • And provide a project plan for the successful integration of Data Cloud.

Data Cloud Insights

Bidirectional Data Synchronizations in Salesforce | Ask An Expert

Like most multi-user systems, Salesforce does not block users from viewing a record via the UI while an update is in progress. This can cause an issue where two users are updating the same record at the same time. I don’t mean “Click Save” at the same time, I am referring to an “update interval”,…

Planning Your Data Integrations with Salesforce

Over the last decade, the transition to the cloud has become a catalyst for many security and data breaches for companies of all sizes. This risk compounds when an organization’s data becomes in transit across multiple systems that are implemented in parallel. The question remains: how do we build a safe and efficient data integration…

Optimize Sales Commission Management with Salesforce Spiff

Performance incentives are essential in motivating sales teams, boosting productivity, and driving revenue growth. Recognizing this, Salesforce recently acquired Spiff, a leading sales commission software, to further enhance its suite of sales tools. In this post, we will delve into what Salesforce Spiff is, how it works, and what Spiff can do for your organization.…


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…


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…

Salesforce Launches Zero Copy Partner Network

Salesforce recently announced the debut of its Zero Copy Partner Network, a worldwide network of technology and solution partners that include key partners, such as Amazon Web Services (AWS), Databricks, Google Cloud, and Snowflake. Salesforce has also expanded its partnership with Microsoft to allow zero copy Data Cloud integrations through Microsoft Azure. This network is…

Let's Get Started