Salesforce Experience Cloud Consultants

Whether you want to bring together a community of partners, customers, investors, donors, or constituents, our Salesforce Experience Cloud Consultants can help you connect with your customers in a beautiful, branded, and user-friendly experience.

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Salesforce Experience Cloud Implementation and Consulting

Work with the award-winning team at Plative to design the best experience possible for your end-users.

Customer Portal

Create an all-in-one portal for your customers to get support, read knowledge articles, interact with AI-enabled chatbots, and manage their billing and account history all from one custom-branded user interface.

Virtual Storefront

Drive new sales and customer loyalty by spinning up a virtual storefront for your B2B or B2C customers that’s seamlessly connected to your CRM.

Investor Portal

Empower your investors to log in and access quarterly reports, account summaries, company information, and watermarked reports that they can access any time, anywhere.

Donor Portal

Connect with your constituents on a whole new level, with a beautifully-designed portal that enables them to access their giving history, start new crowd-funding campaigns, and set up one-time or recurring donations.

Partner Portal

Empower your alliances and partnerships teams to manage and keep track of training, accreditation, leads, pipeline, and partner communications all from one branded user interface that your partners will love.

Have an Idea For a Custom Portal?

We love working with our customers to create, design, and bring to life industry-specific portals. Whether you’re a real estate company looking for a tenant management system, a recruiting agency looking for a candidate submission portal, or an investment bank looking to create a deal room after a confidential investment memorandum goes out to the buy-side investors, we’d love to hear more about your plans.

Why Build on Salesforce Experience Cloud?

Choosing to build your portal on Salesforce Experience Cloud has many perks, especially for existing Salesforce customers.

Data Security and Governance

Lock down user permissions and assign profiles to users just as you would in Salesforce. Connect your Contact, Account, and other custom object records with Salesforce Experience Cloud to enable simple provisioning and access control for all of your users.

Mobile Responsiveness

Salesforce Experience Cloud is built on the same mobile-first infrastructure that you’ve come to know and love. All aspects of the design that we bring to your portal will be functional on mobile devices so you can meet your portal users where they are.

Shared Data Model

The benefits of configuring your Salesforce data model are passed along to your portal. Instead of separately formatting an external system or content management platform and building integration, Salesforce Experience Cloud lets you append a portal (or many portals) to your existing platform.

Reporting Capabilities

Surface reports and dashboards to your portal users with information that’s most relevant to them. Whether you’re highlighting investment returns, reviewing partner pipelines, or showing a donor their lifetime giving to your organization, Experience Cloud reports and dashboards are a must-have.

“The Plative team has been a great partner for our first experience with Salesforce. The team did a great job of meeting timelines, providing quality work, and explaining the various workflows and ramifications of decisions we were making during the project.”

Tessa Wilson

Investor Relations, Galaxy Digital

Our Services for Every Step in Your Transformation Journey

Inspire

Strategy and Advisory

Partner 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 Implementation

Whether 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 Services

Plative 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 Days

Ready 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.


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