Plative
12 Case Studies
A Plative Case Study
Dalet, a provider of technology and services to media organizations, faced significant business risk from its manual, spreadsheet-driven quote-to-cash process. Their disconnected systems prevented data clarity and strategic planning, creating a critical dependency on key personnel. Dalet turned to Plative to modernize its tech stack and implement an end-to-end solution, specifically using Agentforce Revenue Management integrated with Salesforce and NetSuite.
Plative implemented and integrated Agentforce Revenue Management with NetSuite via MuleSoft, creating a unified platform. This solution replaced manual processes with automated workflows and reporting. The results were transformative: the time to produce commission reports dropped from two weeks to just hours, and Dalet gained full governance over quoting and discounting. The vendor, Plative, enabled real-time data visibility, allowing leadership to make strategic, data-driven decisions for the first time.