When Plative entered the ERP space, NetSuite was an obvious choice, it’s a top tier ERP, its cloud-based, and from a user base perspective, it has significant overlap with Salesforce. As you can imagine we do quite a bit of NetSuite\Salesforce integration work and depending on the requirements, the project can be time-intensive. That’s why…
Many of our clients ask us how Salesforce loan origination works. Implementing a CRM is one of the most critical decisions any retail mortgage brokerage can make. In the digital world of Ellie Mae Encompass, Calyx, Fiserv, and similar loan origination platforms, being lean & nimble is more important than ever. Understanding how to best…
Salesforce should improve your firm’s data intelligence, not complicate it. Our capital markets practice routinely receives calls from our partners and clients asking us for Preqin, Pitchbook, CapIQ, and Equilar integrations to Salesforce frequently. What’s more important is how their peers in the industry are leveraging Salesforce as an output device, rather than another silo’d…
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…
