Our Expertise in Technology

Is your growth currently outpacing your technology capabilities across lead to quote to cash? If so, you’ve come to the right place. We’re uniquely positioned to advise and execute across every step in your customer journey from marketing, to sales, to support and even accounting, revenue recognition and cash management in accordance with GAAP. Customer journey management is far more impactful when your front and back office technologies are developed to work together.

Trusted By

Your High-Growth Business Needs a High-Growth Partner

Software as a Service

Professional Services Firms

Artificial Intelligence and Big Data


Our Solutions Will Arm Your Company for Hyper Growth


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.


Advanced Revenue Management

If you sell hardware, software, and professional services to a single customer and get paid for the whole order at once, did you know that you need to recognize the revenue from that booked deal in three or more different ways? We do, and we’ll help you automate that revenue recognition so you stay compliant.


Get Your Forecasting Right

Whether you’re public, venture-backed, or bootstrapped, a reliable bookings and revenue forecast is critical to ensuring you have a good handle on your financial runway and future projections. We can help you abandon spreadsheets once and for all for a company-wide forecasting engine.


360-Degree View of Your Customers

Arm your frontline sales and support staff with intelligence about the customers and prospects they interact with on a daily basis. Integrate your product and usage metrics with CRM data to inform your organization on whitespace reporting, eliminate churn, and maximize net revenue retention.

Offerings for Every Stage of Your Technology 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.

Check Out Our Insights

Driving Dealmaking in Salesforce with A.I. Hosted by Affinity and Plative

In this session, our industry expert George Shalhoub will reveal the top ways financial services firms are using Affinity for Salesforce’s AI and automation to drive more deals. We are joined by Affinity’s Director of Product Management Brook Lane to talk about how their features will be able solve many of the industry struggles. 

Product-Led Growth (PLG) – Growth Through User Experience

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…

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