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
Blockchain
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
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
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…
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.…
Introducing the Raisers Edge to Salesforce Accelerator
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…
Salesforce and NetSuite: Better Together | Webinar with Boomi
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.
