Plative

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

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"We honestly would not be where we are today without Plative!"

- Susanna Walsh | RevOps Manager

MANAGED SERVICES

Your One-stop Shop For Marketing, CRM, and ERP

Marketing
Automation

Build unified and personalized customer journeys that expand your brand.

CPQ
& Billing

Manage quoting and billing in one integrated solution that reconciles with your ERP.

Subscription
Management

Control customers' subscriptions and let them manage their own for easier buying.

ERP Setup 
& Integration

Make sure every deal is organized into revenue recognition schedules that finance will love.

Solutions for Modern Revenue Teams

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.

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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.

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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!

CPQ Workshop Guide

Featured Insights

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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.

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ASC 606, Revenue Cloud, and You

Is your organization adopting ASC 606? Learn more about it's significance here. 

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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?

Marketing, CRM, and ERP Under One Roof

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Salesforce Services

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. 

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Oracle NetSuite Services

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. 

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Strategy & Advisory

Design a roadmap to the future state of your business.

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Zero To Cloud

Fixed fee implementations for net-new implementations.

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Implementation

Build a blueprint and execute according to plan.

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Managed Services

This isn't managed services as usual. Build your long-term roadmap and execute with us.