• Salesforce NetSuite Integration | Better Together

      Customer Engagement and ERP All eyes are on how we can improve visibility across companies and create centralized sources of truth for the entire customer lifecycle from lead, to quote, to order, to cash and then to revenue recognition. Many of the companies we speak with are struggling to maintain an accurate source of…

    Learn More
  • Ask An Expert | Managing Donations With Multiple Entities In Salesforce

    I love helping organizations raise money. Charitable giving has substantially increased over the years. The latest report from Giving USA highlighted that giving has increased year-over-year (with a few exceptions) since 1977. Similarly, the ways in which people give have also proliferated. One of the most notable vehicles is a gift from donors made through…

    Learn More
  • Salesforce for Alternative Investment Management: Your Firm’s Next Competitive Advantage

      Click here to jump to 5 ways Salesforce works for private equity firms NYSE:CRM Every financier will be familiar with Salesforce.com (NYSE:CRM) by their monumental growth since listing in June of 2004, where the company raised $110 million. The company’s meteoric rise since then, with its current market cap currently sitting above $140 billion,…

    Learn More
  • The Connected Non-Profit: Change Management and Driving Adoption On Salesforce

    One of the most commonly overlooked components of any Salesforce project is ensuring successful change management practices and driving ongoing adoption across the platform. Since this is such a hot-button topic with many of our Non-Profit clients at Plative, we brought together some like-minded Non-Profit leaders and workshopped the topic.  The desired outcome of this…

    Learn More