Supercharge Your Team’s Productivity with Slack Automation and AI
Slack and Salesforce help you accelerate how work gets done. We can help you add Slack AI and automation to supercharge your productivity.
You’re Barely Scratching The Surface on What Slack Can Do
With AI and automation, we can help you unlock new levels of productivity.
Summarize Large Files
Throw even your largest documents at Plative AI in Slack and watch it handily summarize and break down even the most technical concepts.
Get Insights Proactively
Have a specific question about metrics and don’t want to waste time looking for the answer? Simply ask Plative AI in Slack or Teams and be amazed.
Your Wiki on Demand
Point your Confluence, Google Drive, Salesforce, NetSuite and other apps to Plative AI to give it a database of your internal content and procedures to queue up 24/7.
Automated Call Summaries
Who has time to watch full Gong, Zoom, or Clari recordings? Now, you can send Plative AI even your longest conferences to produce a succinct summary that you can converse with in Slack or Teams.
Customer Sentiment Tracking
Connect Plative AI to your conferencing technology and get real-time notifications of customer sentiment and a Tableau or NetSuite Analytics Warehouse Dashboard to track trends.
Automated Account Research
Receive pre-meeting briefs containing biographies and backgrounds of each accepted attendee, the prospect’s history with your company, and their most recent activities from Salesforce or Oracle NetSuite.
Give Your Team Superpowers
Your platforms, your people, your AI.
Meet Plaito
Developed and optimized by an internal group of engineers within Plative who’ve been given a high degree of autonomy to develop practical solutions to bring generative AI to our customers.
We’re able to connect Plaito to your company’s data sources of truth like Google Drive, Confluence, Salesforce, Oracle NetSuite, and more to index and inform Plaito’s responses to be unbelievably relevant.
Install Plaito in Slack, Salesforce, or NetSuite and interact just like you would with any of your team members.
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
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.
Snowflake and Salesforce: Better Together
Salesforce was not built to be your data warehouse. That’s where Snowflake comes in. The modern digital ecosystem creates endless data points and they all need a home. What we care about today may change tomorrow. What we care about tomorrow may need to look at yesterday to make informed decisions. Nobody likes a hoarder…
Einstein Analytics is Now Tableau CRM
Tableau CRM announcement | This week at Tableau Conference, Salesforce took a big step forward towards it’s integration of Tableau into their broader Analytics offerings by rebranding Einstein Analytics to Tableau CRM. This comes on the heels of last month’s news of Tableau’s new Lightning Web Component that I wrote about. Einstein becoming Tableau CRM…
Breaking: Embed Tableau Dashboards in Salesforce With Lightning Web Component
Tableau users rejoice: You can now embed Tableau Dashboards in Salesforce! We noted in a previous blog about differences between Einstein Analytics, Tableau, and others, that Einstein’s competitive differentiator is the tool’s ability to embed dashboards in Salesforce records. With the release of Tableau Viz Lightning Web Component, that’s no longer the case. On September…
6 Steps to Integrating Google BigQuery with Salesforce Einstein Analytics
Performing analytics on data warehouse data is a core use case for many of our clients who look to purchase Salesforce Einstein Analytics, so it’s no wonder that Salesforce decided to introduce a native connector to Google’s BigQuery as part of Einstein Analytics. Last time, when we went through surfacing NetSuite data in Salesforce using…
Step Up to Tableau CRM for Salesforce
Tableau CRM for Salesforce replacing the “Quarterly Performance” default dashboard to bring critical and actionable performance analytics to the first screen I view when I log into Salesforce. My Beef With Traditional Reporting As a sales leader, most of my Salesforce requirements revolve around the following principle: I need my CRM to be an excellent…
Salesforce Shield Implementation | Securing Your Sensitive Data
Secure Your Most Sensitive Data With Salesforce Shield Salesforce is the most widely adopted CRM platform in the world. With this, comes the responsibility of transmitting and storing very sensitive data from the world’s top companies. Salesforce takes this very seriously and released Salesforce Shield back in 2015. Salesforce Shield introduces a suite of compliance…
Combine NetSuite and Salesforce Data In Einstein Analytics
When Plative entered the ERP space, NetSuite was an obvious choice, it’s a top tier ERP, its cloud-based, and from a user base perspective, it has significant overlap with Salesforce. As you can imagine we do quite a bit of NetSuite/Salesforce integration work and depending on the requirements, the project can be time-intensive. That’s why…
Einstein vs Tableau vs Custom Development: Salesforce BI Comparison
Einstein vs Tableau vs Others So… you’ve implemented your new Salesforce CRM and began to systematize your most critical institutionalized processes. Congratulations! Now, if you’re like most of our clients at this point, more and more data is populating and you’re doing your best to couple this ever-expanding dataset with external system data to inform…
