Cleo chose Plative as its long-term marketing automation, CRM, and ERP partner to help fuel their sustained growth.

About Cleo

Cleo is a software company that provides business-to-business (B2B), embedded integration, application-to-application (A2A), cloud integration and big data integration solutions. Cleo’s robust integration platform powers seamless end-to-end integration flows with your ecosystem of trading partners, customers, and suppliers

Business Case

As a SaaS B2B software business, Cleo requires the ability to market to their customers through email campaigns so that they can track their performance through to attribution in pipeline. Cleo needed a partner that could handle marketing through to accounting process.

Solution

Salesforce Pardot was configured to send marketing automation emails to their prospects and customers, as well sync this data bi-directionally with Oracle NetSuite through Plative’s Pardot to NetSuite connector. From there, Plative and Cleo have enjoyed a longstanding partnership spanning marketing, CRM, and ERP solutions.

Outcomes

Cleo has retained Plative as an extension of their internal technology team for years. This relationship has produced outcomes in contract/subscription management within NetSuite as well as an automated renewals system powered by NetSuite automation.