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
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.
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.
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.
Plative is uniquely equipped to deliver marketing automation, CRM, ERP, and cloud platform engagements all with one single project team.