--- title: Salesforce Fintech Consultants description: Plative Salesforce Consultants and NetSuite Consultants are standing by to support your Lead to Ledger initiatives and plan your next innovation. image: https://connect.plative.com/hubfs/DECK%20(37).png --- [![Plative](https://connect.plative.com/hubfs/Plative.svg)](https://plative.com/) ## Salesforce and NetSuite Solutions for FinTech # Preparing For The Next Phase of FinTech Evolution Plative's vast expertise across CRM and ERP solutions  ### Trusted by Leading FinTech Organizations ![15](https://connect.plative.com/hs-fs/hubfs/15.png?width=150&height=150&name=15.png "15") ![14](https://connect.plative.com/hs-fs/hubfs/14.png?width=150&height=150&name=14.png "14") ![13](https://connect.plative.com/hs-fs/hubfs/13.png?width=150&height=150&name=13.png "13") ![Untitled design (80)](https://connect.plative.com/hs-fs/hubfs/CPQ%20Landing%20Page/Untitled%20design%20(80).png?width=150&height=150&name=Untitled%20design%20(80).png "Untitled design (80)") ![12](https://connect.plative.com/hs-fs/hubfs/12.png?width=150&height=150&name=12.png "12") ![11](https://connect.plative.com/hs-fs/hubfs/11.png?width=150&height=150&name=11.png "11") [View more customer stories](https://plative.com/clients/) ![Susanna hover](https://connect.plative.com/hs-fs/hubfs/CPQ%20Landing%20Page/Susanna%20hover.png?width=200&height=200&name=Susanna%20hover.png "Susanna hover") ## "We honestly would not be where we are today without Plative!" - Susanna Walsh | RevOps Manager ![MANAGED SERVICES](https://connect.plative.com/hs-fs/hubfs/MANAGED%20SERVICES.png?width=180&height=36&name=MANAGED%20SERVICES.png "MANAGED SERVICES") ### Your One-stop Shop For Marketing, CRM, and ERP --- ## Marketing Automation Build unified and personalized customer journeys that expand your brand. [Learn More](https://connect.plative.com/top-marketing-cloud-consultants-at-plative/) --- ## CPQ & Billing Manage quoting and billing in one integrated solution that reconciles with your ERP. [Learn More](https://connect.plative.com/revenuecloud/) --- ## Subscription Management Control customers' subscriptions and let them manage their own for easier buying. [Learn More](https://connect.plative.com/revenuecloud/) --- ## ERP Setup  & Integration Make sure every deal is organized into revenue recognition schedules that finance will love. [Learn More](https://plative.com/netsuite/) ### Solutions for Modern Revenue Teams ![Plative Marketing Cloud Engagement](https://connect.plative.com/hs-fs/hubfs/Imported_Blog_Media/unnamed%20(17).png?width=73&height=80&name=unnamed%20(17).png "Plative Marketing Cloud Engagement") ## Unlock Revenue Operations Excellence Empower sales and finance with systems that govern your RevOps process from lead, to quote, to revenue, to ledger. ![unnamed (24)](https://connect.plative.com/hs-fs/hubfs/unnamed%20(24).png?width=59&height=80&name=unnamed%20(24).png "unnamed (24)") ## Apply Governance To Your Sales Process Make sure that the sales team is selling products as intended, with adherence to price rules, terms, and upsell/renewal terms. ![unnamed (21)](https://connect.plative.com/hs-fs/hubfs/Imported_Blog_Media/unnamed%20(21).png?width=89&height=80&name=unnamed%20(21).png "unnamed (21)") ## Adapt For Product-Led Growth Delight your customers by making buying easier and less stressful. When you have, watch your net retention increase. ### Unlock The Power of  ERP and CPQ Integration Plative has designed a monthly, recurring CPQ Admin workshop that is designed for new and prospective NetSuite. Salesforce CPQ, or Salesforce Revenue Cloud customers.  In this workshop, we show you a comprehensive demonstration of Salesforce CPQ, discuss ERP integration, give you your own trial org to learn on your own, and guide you through setting up the object model, products, price structures, constraints/dependencies/exclusions, and sales contracts… all without a single line of code! [Get a recording](https://plative.com/webinars/salesforce-cpq-admin-workshop/) ![CPQ Workshop Guide](https://connect.plative.com/hs-fs/hubfs/CPQ%20Landing%20Page/CPQ%20Workshop%20Guide.png?width=400&height=400&name=CPQ%20Workshop%20Guide.png "CPQ Workshop Guide") ### Featured Insights [![Pardot 290x259](https://connect.plative.com/hs-fs/hubfs/Pardot%20290x259.png?width=290&height=259&name=Pardot%20290x259.png "Pardot 290x259")](https://plative.com/salesforce-netsuite-integration/) ## Salesforce and NetSuite: Better Together Here at Plative, we're known for being a top partner in both the NetSuite and Salesforce ecosystem. Learn how some of the more efficient revenue teams run on Salesforce and NetSuite. [Read the article](https://plative.com/salesforce-netsuite-integration/) [![Pardot 290x259 (1)](https://connect.plative.com/hs-fs/hubfs/Pardot%20290x259%20(1).png?width=336&height=300&name=Pardot%20290x259%20(1).png "Pardot 290x259 (1)")](https://plative.com/asc-606-salesforce-cpq-can-help-team-align-new-asc-606-revenue-recognition-rules/) ## ASC 606, Revenue Cloud, and You Is your organization adopting ASC 606? Learn more about it's significance here.  [Read the article](https://plative.com/asc-606-salesforce-cpq-can-help-team-align-new-asc-606-revenue-recognition-rules/) --- ![Pardot 290x259 (2)](https://connect.plative.com/hs-fs/hubfs/Pardot%20290x259%20(2).png?width=336&height=300&name=Pardot%20290x259%20(2).png "Pardot 290x259 (2)") ## When It's Time To Upgrade To CPQ Yes, Salesforce has native quoting and pricing functionality... so when is it time to upgrade to CPQ? [Read the article](https://plative.com/ask-an-expert-when-is-salesforce-cpq-necessary/) ### Marketing, CRM, and ERP Under One Roof ![Salesforce-logo-338x237-1](https://connect.plative.com/hs-fs/hubfs/Imported_Blog_Media/Salesforce-logo-338x237-1.png?width=143&height=100&name=Salesforce-logo-338x237-1.png "Salesforce-logo-338x237-1") ## [Salesforce Services](https://plative.com/salesforce/) With over 600 Salesforce certifications under our belt, Summit (the highest) tier partner status, 2,000+ go-lives, and a 5-star AppExchange review, we're no strangers to Salesforce.  ![Oracle-NetSuite-AlliancePartner](https://connect.plative.com/hs-fs/hubfs/Imported_Blog_Media/Oracle-NetSuite-AlliancePartner.png?width=300&height=100&name=Oracle-NetSuite-AlliancePartner.png "Oracle-NetSuite-AlliancePartner") ## [Oracle NetSuite Services](https://plative.com/netsuite/) As a top-10 Oracle NetSuite Alliance Partner in North America, we are well-equipped to help make NetSuite the backbone of your business. With over 1,000 go-lives under our belt, we have the know-how to do it.  ![Inspire (2)](https://connect.plative.com/hs-fs/hubfs/Inspire%20(2).png?width=390&height=100&name=Inspire%20(2).png "Inspire (2)") ## [Strategy & Advisory](https://plative.com/inspire/) Design a roadmap to the future state of your business. ![Launch (2)](https://connect.plative.com/hs-fs/hubfs/Launch%20(2).png?width=349&height=100&name=Launch%20(2).png "Launch (2)") ## [Zero To Cloud](https://plative.com/launch/) Fixed fee implementations for net-new implementations. ![Transform (1)](https://connect.plative.com/hs-fs/hubfs/Transform%20(1).png?width=417&height=100&name=Transform%20(1).png "Transform (1)") ## [Implementation](https://plative.com/transform/) Build a blueprint and execute according to plan. ![Innovate (1)](https://connect.plative.com/hs-fs/hubfs/Innovate%20(1).png?width=401&height=100&name=Innovate%20(1).png "Innovate (1)") ## [Managed Services](https://plative.com/innovate/) This isn't managed services as usual. 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