Plative, a global leader in business transformation and cloud consulting, today announced a significant investment in Salesforce Agentforce, signaling its continued commitment to delivering innovative, industry-specific solutions for its clients. As an official member of the Agentforce Partner Network, Plative is expanding its offerings with custom intellectual property (IP) and accelerators that maximize Agentforce’s potential for businesses of all sizes.
This strategic investment includes the development of proprietary IP and the launch of five Agentforce accelerators, supported by a team of 24 Agentforce certified consultants.
“Agentforce will help companies scale operations almost infinitely without significantly increasing their overhead – when implemented strategically. Our investment in Agentforce will unlock and accelerate exponential growth for our customers.” – Paulo Kaiser, CEO, Plative
Plative’s initial five Agentforce accelerators are purpose-built to enhance customer service capabilities, streamline operations, and accelerate time-to-value, including:
Wealth Management Agent
Analyze client household data, proactively manage client requests, and provide personalized recommendations across product lines to grow wallet share.
Capital Markets Agent
Integrate with data providers for public and private companies to run due diligence, conflict checking, and investigate potential portfolio companies or deal targets.
Application Agent
Provide applicants with white-glove service throughout an online application process, capture data quickly, and equip internal employees with AI-powered workflows to process applications.
Nonprofit Fundraising and Grantmaking Agent
Analyze constituent and donor profiles, along with their history, activity, and owned data, to suggest retention and growth methods.
SaaS CX Agent
Analyze customer subscription history, contracts, billing history, surveys, and reviews to proactively suggest retention strategies while flagging any potential churn risks.
Plative has been working closely with its customers to develop industry-specific Agentforce proofs of concept. One example, see how this Application Agent enables organizations—including the fictional dog shelter in this demo— to assist more applicants without internal staff or caseworkers.
This investment reflects Plative’s long-term strategy to develop IP and accelerators for Salesforce and Netsuite that ensure its clients reach the next phase of their journey with these platforms efficiently. This strategy consistently earns Plative praise from its clients:
“We’re building the airplane while it’s flying, but with Plative’s help, we’re doing it with confidence. The future looks bright, and we’re excited about the possibilities.” – Patrick Law, Chief Operating Officer at CheckAlt
For more information about Plative’s Agentforce capabilities and custom solutions, visit: https://plative.com/salesforce/agentforce/
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