Salesforce Service Cloud Consultants

Provide best-in-class customer service and meet your customers where they are. Our award-winning Salesforce Service Cloud Consultants can help you increase your first-touch resolutions, turbocharge self-help with AI, and connect your teams.

Trusted By


Salesforce Service Cloud Implementation and Consulting

Connect your contact center and arm your people to serve your customers better than ever before.

Salesforce Service Cloud Implementation

Deliver trusted service to every single customer or client using Salesforce Service Cloud. Accelerate resolutions, supercharge customer sentiment, and unlock efficiency with one connected service platform.

Digital Engagement

Provide a seamless experience to your customers on the channels where they spend their time, whether that be with video or live web chat, social media, or even with AI bots.

Artificial Intelligence and Chat Bots

Turbocharge your first-touch resolutions and accelerate case close-outs in general by applying generative AI to help extend and augment your team’s capabilities.

Service Cloud Voice

Decrease agent handle time with Service Cloud Voice functionality to empower your employees with the information and knowledge they need to handily process and deflect cases.

Self Service

With Salesforce Experience Cloud and Bots, increase the amount of ways that a customer can help serve themselves and get resolutions all without needing to interact with a live human on your end.


Our Salesforce Expertise Runs Deep

600+

Certifications

2,000+

Projects and
Programs Completed

Top tier partner

Summit-Tier Partner
(highest tier)
Premium-Tier .org Partner
(highest tier)

Why Choose Salesforce Service Cloud

Transform your company into a customer-obsessed company.

donut

Accelerate Case Resolutions

Unleash generative AI and ML in your service reps workflows to scale support faster and do more with less.

donut

Increase Productivity

Using Service Cloud’s Case Queues, automation, macros, and workflow engine, you can empower your agents to work faster than ever before thought possible. By connecting every channel on one platform, you can create more seamless experiences for your customers and your employees.

donut

Ramp New Agents Faster

By using Service Cloud, you can give your agents a faster way to ramp by recommending support articles, macros, and common resolutions based on the case they’re working on. The system will get smarter over time, thanks to machine learning and AI.

donut

Increase Customer LTV

Increase the loyalty and value of each and every customer by connecting their service history to their account profile in Salesforce.

donut

Give Customers Self-Service

Sometimes, the best way to help customers is to give them the tools to help themselves. That’s exactly what Salesforce Knowledge and Customer Portals can do. When combined with AI and bots, you can turn your self-help system into an automated and proactive self-directed support infrastructure.

donut

Meet Customers Where They Are

Your customers use a host of different methods to get in touch with you. It’s your responsibility to be present where they expect you to be, whether that’s on their mobile phone, social media, chatbot, or phone call. Service Cloud can help.

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.

“Our team has been really impressed with how helpful Plative has been. We look forward to continuing our partnership..”

Thomas Sullivan

VP and Corporate Controller, REPAY (NASDAQ: RPAY)

Check Out Our Insights

Before it Was Cool: Oracle NetSuite AI and ML Dominance Goes Back

As the hype around AI reaches its peak, numerous well-known technology companies are eagerly capitalizing on the trend. From IBM’s AI-focused US Open advertisements to Microsoft and Google’s race to establish dominance in the field of generative AI, it seems that everyone is jumping on the bandwagon. However, one notable exception to this trend is…

NetSuite Analytics Warehouse Admin Workshop

The Analytics team at Plative has developed this interactive workshop to give NetSuite administrators and prospective customers an overview of NetSuite Analytics Warehouse and how it can be leveraged to empower your organization.

How-To With Woo: Invoice Grouping

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…

NetSuite Hackathon 4Good

This year at SuiteWorld Plative was proud to have one of the amazing members of our team participate in the NetSuite Hackathon 4Good challenge. Ana Montano, The NetSuite principal developer at Plative did an amazing job at the challenge and we are so proud to have such an amazing person on the Plative team. Pictured…

Salesforce or NetSuite: Which Platform is Best for Contract Management?

Contract Management is available in both Salesforce and NetSuite. When customers work with both solutions, it is important to understand the overlap of Contract and Contract Items that will activate, renew, upsell, and down-sell contracts. There is no silver bullet solution because the result will largely depend on the client’s specific scenario, however, we can…

Plative is a NetSuite Alliance Partner Spotlight Winner!

We are so proud to announce at Plative that we have been honored by NetSuite as a Summer 2022 NetSuite Alliance Partner Spotlight Winner. Plative is being recognized as the Alliance Partner Spotlight Winner for Financial Services for work with Cohen & Company. Plative would not have been able to achieve this award without the…

Dreamforce and SuiteWorld Survival Guide

With the ending of summer comes the tradeshow season. This month’s installment I thought we’d take a break from our regularly scheduled NetSuite topics to give those about to attend Dreamforce and/or SuiteWorld a bit of a survival guide.  As someone who’s been to many shows as attendee, presenter, and vendor, I put together a…

Let's Get Started