Achieve the Future State of Your Business with Plative
We combine industry expertise and a wide array of platform capabilities to deliver cross-cloud solutions that transform organizations.
We’ll Guide You Every Step of the Way
Whether your project requires implementation, optimization, migration, integration, or all of the above, Plative will build a project blueprint and help you achieve the future state of your business.
We have more than 3,000 successful implementations under our belt, and we use that deep expertise to turn your organization into a customer-obsessed digital leader. We have a cohesive vision for how your front and back-office systems should work together to automate processes, so your people can focus on what they do best.
“Plative is world class. They know what they are doing, they’ve helped us on every step along the way!”
Chief Impact Officer, Northern Illinios Food Bank
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Your Faith-Based Org is a Business. Here’s How to Accelerate it With Salesforce.
Faith-based organizations, like any other business, need to manage their operations efficiently and effectively to achieve their mission and serve their community. Salesforce is a powerful customer relationship management (CRM) tool that can help these organizations manage their outreach efforts, track donations, and build stronger relationships with their members. Here are some of the ways faith-based organizations…
Struggling With ChurchSoft or PowerChurch? Salesforce Might Be For You
Faith-based organizations are a vital part of many communities, providing a sense of community, purpose, and hope to many people. However, managing a faith-based organization is no easy task, and many organizations struggle with outdated technology tools like ChurchSoft or PowerChurch. These tools can be challenging to use and they may not provide all the…
Stop the Manual Pricing and Quoting Work. Automate With Plative’s Salesforce CPQ for Tech.
Time and time again we see tech companies who come to us bogged down by custom pricing and quoting. It breaks our hearts! Luckily, the solution is straightforward. It’s Salesforce CPQ with Plative’s custom automations for tech which can automate their pricing and quoting processes, providing a seamless and streamlined experience for both sales teams…
NetSuite CPQ Implementation
In the fast paced world of complex product sales it is very important that the sales team be efficient in configuring both products and pricing. Now Oracle Netsuite offers NetSuite CPQ to help manage complex products with greater accuracy and higher reliability. Now you can quickly create quotes and orders using your complex product and…
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…
Pardot Updates! Default Domain Changes – Marketing Cloud Account Engagement
You may have noticed a large pink banner on your Dashboard in Pardot Marketing Cloud Account Engagement recently, and wondered what it is. There is a change to the system in regards to how the default domain of go.pardot.com works. Certain content is restricted when served over the default go.pardot.com domain. As of Jan 31,…
What’s Brewin’ | E5 | Customer Spotlight: The Haywood Burns Institute Copy
During this episode of What’s Brewin’, Brendon Lanouette, Nonprofit Client Partner at Plative is joined by Sharoia Taylor, Senior Manager of Operations at The Haywood Burns Institute to discuss how their organization is working to transform justice through a community-centered approach.
Salesforce and NetSuite: Better Together | Webinar with Boomi
Unite finance, operations, and sales into a powerhouse team with Salesforce and NetSuite, together.
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…
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
Are you struggling to collect information from your constituents? Do you collect form information and manually load/data load it into Salesforce?