Salesforce CPQ Consultants and Revenue Cloud Implementation Experts
Our award-winning Salesforce CPQ consultants can help you harness the power of Salesforce CPQ, Salesforce Billing, and subscription management tools for your growing company.
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Award Winning Salesforce Revenue Cloud Consultants
Discover the power of implementing Salesforce Revenue Cloud with our proven expertise.
Turbocharge Your Lead-to-Cash
Improve your speed-to-lead, then automate and compartmentalize every process in between qualifying that lead through the buyer journey, including setting up your products, services, and guided selling methodology. Once the opportunity closes, we’ll help you manage billing, subscriptions and entitlements, and revenue recognition.
Increase Net Revenue Retention
Automate and streamline the renewal process for all subscription services and products you sell. Give your sales team insight and visibility into their customer renewal pipeline and empower customer success teams to view every stage of the customer journey. Make upselling and cross-selling a breeze with clear renewal processes.
Integrate With Your ERP System
Salesforce CPQ connects seamlessly with Oracle NetSuite and other industry-leading ERP solutions so you can generate orders and prepare for fulfillment, whatever that means to your business. When your ERP is seamlessly connected to your CPQ solution, you can eliminate manual processes and reduce the possibility for human error.
Automate Quote and Proposal Generation
Provide a consistent and simple mechanism for your sales reps to build and generate custom-branded proposals that will set you apart from your competition. Automate standard terms based on the products and services that you sell, and eliminate the need to edit proposals in document editing applications after generation.
Close More Deals With Guided Selling
Help your sales team speed through the quoting process with predictive product and service recommendations for increased cross-selling capabilities and attach rates. Give your sales reps better insights into your customers’ buying behaviors to arm them to win more deals and build better proposals that have a high close rate.
Stop Revenue Leakage
Take advantage of Salesforce CPQ Advanced Approvals to automate and add a framework to your organization’s discounting and negotiation process so sales, finance, and legal can all be involved in the same automated approval process. Never let a deal go out the door without the correct level of approval, and stop leaving money on the table.
Offerings for Every Stage of Your Salesforce CPQ Journey
Strategy and Advisory
Strategy first, technology second. That’s the mindset we challenge our clients to adopt, particularly when they need help with a vision. We bring our industry-specific guidance and similar project experience to the table in order to develop a roadmap that aligns with your business priorities across the front and back office.
Implementation and Optimization
Bring us your gnarliest challenges and we’ll bring our deep expertise, earned from delivering over 2,000 successful projects to your next digital innovation project. We’ll implement and integrate your marketing automation, CRM, CPQ, and ERP solutions for a single mission control in the cloud for your company.
Industry-Specific CRM and ERP
The problem with most technology solutions is that they’re generic and don’t quite fit with the complex processes needed for your business. That’s where our team of industry experts come in to advise and deploy a solution that re-imagines what CRM and ERP should be from the ground up.
Ongoing Innovation
The real innovation happens after your solution goes live. That’s why Plative has developed a proprietary delivery methodology built to act as a strategic extension of your team that proactively creates and modifies a long-term enhancements backlog and executes along with your team in an agile format.
“We honestly would not be where we are today without Plative.”
Susanna Walsh
Revenue Operations Director, Hover Inc.
Our Salesforce Expertise Runs Deep
600+
Certifications
2,000+
Projects andPrograms Completed
Top tier partner
Summit-Tier Partner(highest tier)
Premium-Tier .org Partner
(highest tier)
Our Services for Every Step in Your Transformation Journey
Inspire
Strategy and AdvisoryPartner with Plative to design a roadmap to the future state of your company– then let us make it real by advising on implementation methodology, change management, and user adoption strategies. By putting strategy and process before technology, we’ll help you prevent technical debt and mitigate risk.
Transform
Consulting and ImplementationWhether your project requires implementation, optimization, migration, integration, or all the above, Plative will build a project blueprint to help you achieve the future state of your business then get to work on implementing it. Our industry specialists speak your language and will help you bridge the gap between your industry-specific needs and Salesforce and Oracle NetSuite.
Innovate
Managed ServicesPlative isn’t your average managed services provider. We staff a dedicated group of cross-cloud technologists who will act as a strategic extension of your team on a part-or-full time basis to plan, design, and implement change in an agile format.
Launch
Zero to Cloud in 60 DaysReady to go from zero to cloud in sixty days? Plative will implement Salesforce, Oracle NetSuite, or both, and replace the systems you’ve outgrown to prepare your company for the next phase of growth with our accelerated paths to implementation.
Check Out Our Insights
Account Based Marketing Workshop Hosted by Salesforce and Plative
Join Marketing Cloud experts at Plative as we dive into why clients are leveraging an account based marketing strategy to create value.
Plative at Dreamforce 2023 – Driving Innovation and AI Excellence
Join Plative at Dreamforce
Driving Dealmaking in Salesforce with A.I. Hosted by Affinity and Plative
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What is product-led Growth (PLG)? Since 2018, the concept of product-led growth (PLG) has emerged as a major tenant of some of the fastest-growing SaaS companies that have exited at eye-watering multiples in recent years. Unlike traditional SaaS go-to-market strategies driven by large sales and marketing teams, organizations that embrace product-led growth place the product…
AI with Marketing Cloud Engagement Workshop
Join Marketing cloud experts at Plative as we dive into how companies are using Salesforce Marketing Cloud Engagement as a platform to build and execute on personalized customer journeys.
Digital Trends in Wealth Management Roundtable Hosted by Salesforce and Plative
The wealth management industry is going through a massive digital transformation. With the great transfer of wealth, asset managers need to create digital channels to retain and attract the next generation of investors. Internally wealth managers are going through internal turnover. With a large percentage of current financial advisors set to retire over the next…
Value of an Optimized Quote-to-Cash For Small & Growth Businesses
As the saying goes “Cash is King”, this has never been more important than at the time of writing this article as interest rates are at all time highs and organizations are looking to “do more with less.” A strong cash generation and recovery process can be a strategic and competitive advantage for emerging enterprises.…
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In recent years, many nonprofits have been looking for alternatives to Blackbaud Raiser’s Edge, a popular fundraising and donor management software. By far, the most attractive of options is Salesforce Nonprofit Cloud, which offers a powerful suite of tools designed to help nonprofits manage their operations more efficiently. However, migrating from Raiser’s Edge to Salesforce…
Salesforce Nonprofit Cloud – What it Means For Your Organization
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…
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Unite finance, operations, and sales into a powerhouse team with Salesforce and NetSuite, together.
Plative Launch For Wealth & Asset Management
Plative Launch for Wealth & Asset Management has been developed through years of experience working with many of the worlds fastest growing Asset Managers.
Salesforce and NetSuite integration: Point to Point or iPaaS?
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.
