Unlock Revenue Faster
We help ambitious companies integrate and optimize Salesforce and NetSuite, unlocking AI capabilities, cleaner data, and better decision-making.
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Why Choose Plative
Expertise You Can Trust
Our team is made up of consultants, engineers, CPAs, and advisors who are ready to take on your toughest challenges across Salesforce and Oracle NetSuite.
Salesforce
NetSuite
Financial Services
Nonprofit
Technology and Services
Consumer and Manufacturing
True Industry Point of View
Your business is unique. We’ve got experts across the Financial, Nonprofit, Technology, and Consumer industries to ensure your solution is tailored to fit.
Built For Your Growth
Whether you’re looking to pioneer new ideas or simply need to upgrade quickly, we can shift our guidance to your situation.
Strategy and Advisory
Managed Services
Consulting and Implementation
Zero to Cloud In 60 Days
Featured Insights
Why Associations Are Ditching Legacy AMS Solutions For Salesforce AI
Learn how associations are moving beyond legacy AMS platforms to Salesforce AI, unlocking smarter analytics, and stronger member engagement.
Agentforce 3’s Model Context Protocol Unlocks Universally Connected AI Agents
Agentforce 3 unlocks seamless AI agent orchestration with MCP—secure, scalable, and universally connected.
Mastering Agentforce: Your Guide to a Successful Implementation
Watch our educational webinar where you’ll learn how to evaluate your current Salesforce environment, align Agentforce with your support goals, and avoid common pitfalls in setup and deployment. Whether you’re in the planning phase or gearing up for rollout, this session will walk you through the essential steps to ensure a seamless setup. This is…
Agentforce: Building Smarter Professional Services Firms
Discover how Agentforce is transforming professional services and revolutionizing business operations in this exclusive webinar. You’ll also hear from Brian Roy, CEO of Convention Management Resources (CMR), a leading event management organization, as he shares his journey of scaling efficiently while staying cost-effective and customer-focused—with the help of Agentforce. Get an inside look at Agentforce, the groundbreaking…
AI Agents Are the Catalysts for a Limitless Workspace
Salesforce’s latest report features findings from a 20,000 person study and experts, including Plative. The report explores the rise of AI agents within Slack, and how Agentforce is transforming the platform into a hub for a limitless, always-on workforce. Discover how Agentforce enables businesses to easily build and customize intelligent agents that support both customers…
Agentforce 2DX: The Future of AI Automation
Salesforce’s latest release, Agentforce 2DX, takes AI automation to the next level. Instead of just responding to user questions like a chatbot, AI agents can now take actions on their own, handling tasks and making decisions in real time. This means businesses can streamline workflows, reduce manual work, and improve efficiency across departments. The biggest…
Simplifying Grant Making with Plative’s AI-Powered Agent
At Plative, we know managing grants and engaging donors can be overwhelming and time-consuming for nonprofits and community foundations. Both are essential tasks that sustain your mission but aren’t the mission itself. That’s why we’ve developed the Plative Grant Management Agent, powered by Agentforce and Salesforce, to streamline the grant-making process and donor experience. Through…
Agentforce 2.0: Transform Your Workforce with Salesforce’s Next-Gen Digital Labor Platform
Agentforce 2.0 is here. Explore how you can transform productivity with proactive AI agents, Slack integration, and enterprise automation.
Unlocking AI’s Potential for Nonprofits with Agentforce
Artificial Intelligence is undoubtedly here to stay, and its rapid advancements are reshaping the technological landscape at an unprecedented pace. This year alone, we have witnessed remarkable progress in both model capabilities and cost efficiency, marking a transformative moment in AI development. Now, more than ever, organizations must craft a strategic plan to harness the…
“We can finally trust the data we’re looking at across Salesforce Revenue Cloud and NetSuite. That’s a game-changer for the entire company.”
Ed Seguine
CEO, Elemental Machines
Meet Our Team
Our secret sauce is our people. We hire the highest caliber of talent, from the same industries as our clients and then we encourage them to bring their authentic selves to work. This results in fulfilled careers and game-changing work.
