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Plative
เข้าร่วมเมื่อ 4 มี.ค. 2024
Plative helps the world’s most disruptive companies bring the future-state of their business to life by developing customized solutions across Salesforce and Oracle NetSuite platforms. Starting with an industry-specific perspective, and with a focus on designing cross-platform solutions, we inspire our customers to transform their systems and processes to enable ongoing innovation.
Plative is proudly a Salesforce.com Summit Partner, Salesforce.org Premium Partner, and Top-10 Oracle NetSuite Alliance Partner in North America.
Plative is proudly a Salesforce.com Summit Partner, Salesforce.org Premium Partner, and Top-10 Oracle NetSuite Alliance Partner in North America.
Confidential Information Memorandum (CIM) Agent for Investment Banking
Discover how AI can revolutionize investment banking workflows!
In this demo, we show how to leverage AI-powered tools through Slack to improve a Confidential Information Memorandum (SIM). Learn how our AI Agent helps create executive summaries, tailor recommendations for potential acquirers, and even draft personalized emails to CEOs in seconds.
Whether you're streamlining M&A processes or enhancing operational efficiencies, this end-to-end demonstration will show you the power of Agentforce in investment banking.
In this demo, we show how to leverage AI-powered tools through Slack to improve a Confidential Information Memorandum (SIM). Learn how our AI Agent helps create executive summaries, tailor recommendations for potential acquirers, and even draft personalized emails to CEOs in seconds.
Whether you're streamlining M&A processes or enhancing operational efficiencies, this end-to-end demonstration will show you the power of Agentforce in investment banking.
มุมมอง: 14
วีดีโอ
Construction Management in NetSuite Using FullClarity
มุมมอง 299 ชั่วโมงที่ผ่านมา
Discover how FullClarity within NetSuite simplifies construction management. In this video, we walk through managing projects, creating claims, automating invoices, and tracking profitability using built-in tools tailored for the construction industry. Learn how to handle compliance documents, customize templates, and optimize workflows to fit your organization’s needs. If your construction bus...
Rental and Lease Management in NetSuite | Plative IP Demo
มุมมอง 9419 ชั่วโมงที่ผ่านมา
Discover how you can handle rental orders, returns, and late fees in NetSuite with Plative's Rental and Lease Management IP solution. In this video, we’ll cover: - Setting item fulfillment and rental dates - Authorizing returns and receiving items back - Adjusting rental durations and calculating late fees - Creating invoices and updating sales orders - Adding files specific to contracts (like ...
Sales Order Configurator for NetSuite
มุมมอง 15วันที่ผ่านมา
Learn step-by-step how to configure top-level items, create opportunities, and generate quotes in NetSuite. In this demo, we cover everything from setting up items with filters, adding related items, and using the Sales Configurator to seamlessly convert opportunities into quotes or sales orders.
Agentforce | Grant Management Agent | Streamline Grant Application
มุมมอง 25วันที่ผ่านมา
Streamline your grant application process with Agentforce. In this video, you'll discover how donors can easily submit grant requests through an authenticated portal. Watch as the agent identifies donor preferences, analyzes data, and delivers tailored nonprofit recommendations in seconds. At Plative, our AI specialists are ready to help you design and implement custom solutions to bring your v...
Agentforce | Grant Management Agent | Submit Requests Using Past Submissions
มุมมอง 9วันที่ผ่านมา
Discover how Plative's Grant Management Agent simplifies the grant request process for donors. In this demo, we showcase how donors can easily create new grant requests using past submissions. See how the AI Agent retrieves previous grant details, guides donors step-by-step to customize requests, and generates confirmation numbers-all while saving time and reducing manual work. Perfect for orga...
Agentforce | Grant Management Agent | Provide Donors With Quick Answers
มุมมอง 15วันที่ผ่านมา
Discover how our AI-powered Grant Management Agent transforms donor interactions. In this video, we showcase how the agent leverages a knowledge base built on foundation guidelines, FAQs, and procedures to provide donors with instant, accurate answers. From exploring fund types to understanding the process for establishing a fund, our solution ensures transparency, reliability, and efficiency. ...
Agentforce | Grant Management Agent for Nonprofits | Personalized Recommendations Using AI
มุมมอง 56วันที่ผ่านมา
Discover how Plative's Grant Management Agent transforms the donor experience for nonprofits and community foundations. In this demo, we showcase personalized nonprofit recommendations based on donor preferences using advanced AI. See how the agent streamlines the process by quickly analyzing requests, generating tailored recommendations, and providing key details like mission statements and fi...
How CheckAlt Reduced Case Age by 23% With Salesforce and Plative
มุมมอง 128 วันที่ผ่านมา
How CheckAlt Reduced Case Age by 23% With Salesforce and Plative
Salesforce Outcome Management Tool: Transform Your Nonprofit Impact Strategy
มุมมอง 53หลายเดือนก่อน
Learn how Plative's Outcome Management Tool empowers nonprofits to manage their impact strategy and outcome management programs effectively. Track metrics like school construction by region and year, and gain insights through powerful dashboards and reports that can be shared with funders and stakeholders. Discover how organizations are overcoming challenges with expert support from Plative, le...
Better Together: NetSuite & Shopify Integration | Webinar with Celigo
มุมมอง 47หลายเดือนก่อน
Better Together: NetSuite & Shopify Integration | Webinar with Celigo
NetSuite & Unilog CX1 Showroom Integration
มุมมอง 242 หลายเดือนก่อน
In this demo, we explore the powerful integration between NetSuite and Bravo, now owned by Unilog, designed specifically for businesses in the showroom industry, such as those selling faucets and bathtubs. Watch as we demonstrate how to effortlessly sync CX showroom data back into NetSuite, streamlining product ordering, billing, inventory management, and more. Join us as we walk through the us...
Agentforce for Financial Services | Webinar With Salesforce & Plative
มุมมอง 2382 หลายเดือนก่อน
Agentforce is the latest innovation from Salesforce, equipping your team with powerful, autonomous AI agents. Join Salesforce and Plative for an insightful webinar and explore the potential of Agentforce for Financial Services. Start delivering better service outcomes for your clients, members, and policyholders, while growing your revenue and deepening your customer relationships. - Explore ho...
Application Helper Agent | An Accelerator For Agentforce by Plative
มุมมอง 2032 หลายเดือนก่อน
Application Helper Agent | An Accelerator For Agentforce by Plative
Revolutionizing SaaS Operations With NetSuite + AI | Webinar
มุมมอง 595 หลายเดือนก่อน
Join Plative for a platform demo of NetSuite customized for Software-as-a-Service organizations. Delve into data-driven decisions and discover what implementing AI can do for your business. SaaS providers need robust platforms to meet customer needs, secure investments, and go public. Compliance with ASC 606 is vital for subscription-based revenue, along with efficient lead-to-cash management a...
Salesforce & NetSuite for Community Foundations
มุมมอง 1475 หลายเดือนก่อน
Salesforce & NetSuite for Community Foundations
Salesforce & NetSuite: Better Together | Digital Transformation for Community Foundations | Webinar
มุมมอง 985 หลายเดือนก่อน
Salesforce & NetSuite: Better Together | Digital Transformation for Community Foundations | Webinar
AI Assistant for Slack | Get Quick Access to NetSuite Data
มุมมอง 555 หลายเดือนก่อน
AI Assistant for Slack | Get Quick Access to NetSuite Data
AI for NetSuite: Instant Insights Anytime, Anywhere
มุมมอง 1475 หลายเดือนก่อน
AI for NetSuite: Instant Insights Anytime, Anywhere
Exploring the AI Trust Imperative With Plative | Is Your Company Ready for The AI Revolution?
มุมมอง 715 หลายเดือนก่อน
Exploring the AI Trust Imperative With Plative | Is Your Company Ready for The AI Revolution?
How Pathful’s CFO Innovated With Salesforce & NetSuite | Fireside Chat With Plative
มุมมอง 545 หลายเดือนก่อน
How Pathful’s CFO Innovated With Salesforce & NetSuite | Fireside Chat With Plative
Streamlining Sales Orders and Billing in NetSuite | NetSuite Billing Accelerator Demo
มุมมอง 1115 หลายเดือนก่อน
Streamlining Sales Orders and Billing in NetSuite | NetSuite Billing Accelerator Demo
NetSuite Field Service Management for HVAC & Plumbing
มุมมอง 3416 หลายเดือนก่อน
NetSuite Field Service Management for HVAC & Plumbing
AI-Powered Document Analysis: Revolutionizing 10-K Research with Plative's FileBot
มุมมอง 497 หลายเดือนก่อน
AI-Powered Document Analysis: Revolutionizing 10-K Research with Plative's FileBot
Marketing Cloud Account Engagement for Financial Services | Webinar
มุมมอง 407 หลายเดือนก่อน
Marketing Cloud Account Engagement for Financial Services | Webinar
Introducing Ask Plative: Streamlining Knowledge Access at Your Organization
มุมมอง 797 หลายเดือนก่อน
Introducing Ask Plative: Streamlining Knowledge Access at Your Organization
How to Use AI for Effective Prospecting
มุมมอง 1297 หลายเดือนก่อน
How to Use AI for Effective Prospecting
Mastering Program Management in Salesforce Nonprofit Cloud
มุมมอง 1538 หลายเดือนก่อน
Mastering Program Management in Salesforce Nonprofit Cloud