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Built for Companies That Expect More from Salesforce

We’re one of the top Salesforce Agentforce partners for a reason. Our certified and enabled consultants are standing by to help put your digital workforce to work.

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Your AI-Native Salesforce Partner

There are thousands of Salesforce consulting partners. Most of them are pretty good at configuring Salesforce, but that’s not enough anymore.

AI-Native From the Start

We bring deep AI expertise to every engagement, with certified specialists, production-ready agents, and proven solutions across industries. AI isn’t an add-on. It’s built into how we design and implement Salesforce from day one.

Cross-Platform Depth

We implement both Salesforce and NetSuite, ensuring your CRM and ERP are designed together. From quote-to-cash to data models and reporting, everything is aligned across systems from the start.

Industry Expertise That Matters

Our consultants come from the industries they serve, bringing real-world experience in financial services, nonprofits, manufacturing, and more. We understand the operational and regulatory context required to deliver technology that actually works.

“We honestly would not be where we are today in terms of our Salesforce instance without Plative.”

— Susanna Walsh, Sales Operations Leader at Hover

Companies Running Salesforce with Plative

Salesforce in Action

Our Salesforce Capabilities

AI AGENTS

Agentforce

Build a digital workforce with AI agents that handle service, sales, and workflows. We deliver POCs, custom agents, and accelerators across industries.

UNIFIED DATA

Data 360

Unify customer data across CRM, ERP, and marketing into a single profile. We implement Data 360 quickly and fix or optimize existing deployments.

INTEGRATION

MuleSoft

Connect Salesforce to ERP, APIs, and data platforms with real-time integration. We deliver fast, scalable connections across your systems.

CUSTOMER SERVICE

Agentforce Service

Deliver support across channels with case manaagement, automation, and AI agents. Improve response times while reducing manual workload.

FINANCIAL SERVICES

Financial Services Cloud

Implement CRM tailored to financial services with industry data models and workflows. Support compliance, client lifecycle, and reporting needs.

REVENUE MANAGEMENT

Agentforce Revenue Management

Manage the full revenue lifecycle from quote to cash. We implement and integrate CPQ and Revenue Cloud with NetSuite.

ANALYTICS

Tableau and Tableau Next

Turn data into actionable insights with modern analytics and AI-driven reporting. We connect Tableau across your full data ecosystem.

NONPROFIT

Nonprofit Cloud

Implement CRM for fundraising, programs, and grant management. We modernize legacy systems and deploy purpose-built solutions.

FIELD OPERATIONS

Agentforce Field Service

Manage scheduling, dispatch, and field operations with connected systems. We integrate field service with ERP and extend it with AI solutions.

Agentforce: The AI Layer Across Every Salesforce Cloud

Agentforce is Salesforce’s agentic AI platform, transforming how every cloud operates. We treat it as a core part of every implementation, not an add-on.

Across Service, Revenue, Field Service, Marketing, and more, agents handle real work—from resolving cases to supporting deals and delivering insights. They act directly within your systems, extending your team’s capacity and accelerating outcomes.

We bring deep experience with production-ready agents, certified specialists, and proven accelerators to get you live quickly. For companies running NetSuite, we connect AI across CRM and ERP, enabling real-time insights and unified intelligence across your business.

“On a busy day, we could easily lose two to three hours just answering order status questions. Agentforce gives us that time back.”

— G. Michael Kenny, Owner & President, Chambers Gasket

Engagement for Every Stage of Your Salesforce Journey

INSPIRE

Strategy and Advisory

We start with strategy, not technology. We define your roadmap before any build begins.We align systems, processes, and architecture across Salesforce and NetSuite to reduce risk and avoid technical debt.

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TRANSFORM

Consulting and Implementation

Whether your project requires new implementation, optimization, migration, integration, or all of the above, we build a project blueprint to help you achieve the future state of your business.

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LAUNCH

Zero to Cloud in 60 Days

Ready to move fast? Plative Launch deploys pre-built modules perfected over hundreds of implementations. We offer Launch packages Ready to move fast? We deploy pre-built solutions to get you live in 30–60 days.Each package includes proven frameworks and industry best practices.

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INNOVATE

Managed Services

The real value happens after go-live. We provide a dedicated team to support and evolve your systems post-launch. We manage enhancements, releases, and new AI capabilities as your business grows.

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Salesforce for Your Industry

Technology
and SaaS

Construction and
Real Estate

Manufacturing and
Consumer Products

Financial Services

Professional Services

Nonprofit

Proprietary Agents, Accelerators, and Solutions

SMART ESCALATION

Agentforce-to-Live-Agent

AI handles tier-1 support and transfers to live reps with full context when needed.

VOICE INTELLIGENCE

Agentforce Voice Solution

Conversational AI transcribes calls, extracts meeting notes, and automates CRM data logging.

PIPELINE GENERATION

Inbound SDR Agent

24/7 AI agent on your website that educates buyers, qualifies leads, and schedules meetings.

GRANT AUTOMATION

Grant Management Agent

AI-powered grant submission, donor recommendations, and grant request tracking for nonprofits.

INTAKE AUTOMATION

HHS Intake Helper

Pre-populated forms, real-time FAQ, and crisis escalation for human services organizations.

REFERRAL MANAGEMENT

HHS Referral Agent

Automated crisis management, task assignment, and cross-team referral tracking.

APPLICATION SUPPORT

Application Helper Agent

Instant applicant support for online applications with program navigation and record creation.

Ready to get more from Salesforce?

Whether you’re implementing Salesforce for the first time, optimizing an existing org, deploying Agentforce agents, migrating from legacy platforms, or integrating Salesforce with NetSuite for a connected CRM + ERP experience, Plative brings the cross-cloud expertise, industry knowledge, proprietary AI solutions, and 3,000+ project track record to make it happen.

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