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
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.
FormAssembly for Non-Profits & Foundations
Are you struggling to collect information from your constituents? Do you collect form information and manually load/data load it into Salesforce?
Salesforce Release Updates
Are you a Salesforce consultant? Here’s everything you need to know about Salesforce’s preiodic release updates.
10 Hottest Salesforce Winter ’23 Features
The Salesforce Winter ’23 release is now available! Here are the top 10 features.
How Real Estate Investment Firms Can Best Leverage Salesforce
A Summary of our Fireside Chat with Gemdale USA’s Managing Director, Josh Goldman.
Top 3 Mistakes when Implementing a Food Bank CRM
We’ve had the privilege of working with some really pioneering Food Bank customers in our 7 year history. Here’s what we learned.
Top 3 Tips for Salesforce Success from Food Bank CIO
We hosted Jen Lamplough, Northern Illinois Food Bank’s Chief Impact Officer, as she dug deep with Salesforce Expert Sterrin Bird, on her Top 3 Tips for Food Bank’s considering Salesforce or a CRM system: 1. Get buy-in first from your key stakeholders “You have to look at getting buy-in across the board” Jen exclaims. Firstly…
Digital Transformation with Salesforce Manufacturing Cloud
With the pandemic exposing limitations within the manufacturing industry, whether through the supply chain, logistics, production capabilities or their own internal processes, the manufacturing industry is now at the forefront of undertaking a massive digital transformation. C-Level executives that are in the know, realize that in order to succeed they must innovate their existing technology…
