Plative

New York, New York, United States

Integrates Salesforce and NetSuite for optimized business operations

Plative specializes in integrating and optimizing Salesforce and NetSuite platforms to enhance business operations. By unlocking AI capabilities, they enable cleaner data and better decision-making for their clients. Their team, composed of consultants, engineers, CPAs, and advisors, serves a variety of industries including financial services, nonprofit, technology, and consumer sectors.

The agency offers a wide range of services such as consulting and implementation, managed services, and strategy and advisory. With expertise in CRM and ERP consulting, data analytics, and AI readiness assessments, Plative ensures that businesses receive customized solutions tailored to their specific needs.

Utilizing platforms like Agentforce, Plative is committed to boosting productivity and decision-making. Their innovative approach positions businesses to thrive in a competitive landscape, ensuring trust in data across Salesforce business results Cloud and NetSuite. With a focus on data, AI, and analytics, Plative helps organizations transition from zero to cloud in 60 days, fostering growth and efficiency.

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SERVICES

Capabilities

Services

What these services involve

Data Hygiene and Sync
Data Hygiene and Sync for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
HubSpot Implementation
HubSpot Implementation for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Lead Routing and Enrichment
Lead Routing and Enrichment for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Process Design and Playbooks
Process Design and Playbooks for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Team size
201-500 people

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