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Salesforce Partner

The Salesforce partner for
commerce, banking
and customer experience.

Salesforce Commerce Cloud, Revenue Cloud, Financial Services Cloud, Marketing Cloud and Data Cloud; implemented and optimised for mid-market and enterprise organisations.

Finative is a Salesforce Partner delivering end-to-end implementations across the Salesforce platform ecosystem. We implement, integrate and evolve Salesforce solutions for retailers, banks and financial services organisations — combining certified platform expertise with deep domain knowledge in commerce and banking.

Salesforce
Certified Partner
5 clouds
Commerce · Revenue · FSC · Marketing · Data
200+
Engineers globally
~40%
Cost saving vs. large SIs
The Platform

Salesforce. World's leading CRM and digital experience platform.

Salesforce is the world's number one CRM platform — but for Finative's clients in retail, commerce and financial services, it is far more than that. The Salesforce ecosystem provides the commerce engine, customer data platform, journey orchestration, revenue management and industry-specific CRM that power digital transformation across both the commercial and customer experience layers of an enterprise.

Finative implements Salesforce across two core verticals: Commerce and Retail — where SFCC, Revenue Cloud and Data Cloud drive unified commerce and personalisation — and Financial Services — where Salesforce FSC delivers relationship management, client onboarding and compliance capability for banks, insurers and wealth managers.

As a Salesforce Partner with certified engineers across the key clouds, Finative delivers programmes that go beyond configuration — connecting Salesforce to the wider platform ecosystem and building the integrations, customisations and data flows that determine whether a Salesforce investment truly delivers.

Our Salesforce capability
Salesforce Partner

What Finative delivers on Salesforce.

Finative brings certified Salesforce expertise and a Vietnam-based engineering team — delivering implementations and integrations that connect Salesforce to the rest of your technology estate, at significantly lower cost than comparable Western-only partners.

Salesforce Commerce Cloud — B2C and B2B storefront delivery
Revenue Cloud — CPQ, billing and subscription management
Financial Services Cloud — banking, insurance and wealth CRM
Marketing Cloud — journey builder, email and omnichannel campaigns
Data Cloud — real-time CDP and unified customer profile activation
Certified Salesforce engineers for team extension
Cloud Expertise

Five Salesforce clouds. Deep capability across all of them.

Finative implements and integrates Salesforce across two verticals; Commerce & Retail and Financial Services, with certified capability across the five clouds that matter most to our clients.

SFCC

Salesforce Commerce Cloud

B2C & B2B Commerce Platform

Salesforce Commerce Cloud (formerly Demandware) is the enterprise eCommerce platform for high-volume B2C retail and complex B2B commerce. Finative delivers full SFCC implementations — storefronts, catalogue management, promotions, checkout optimisation and headless commerce builds using SFRA and Composable Storefront.

Commerce & Retail

B2C Storefront

SFRA and Composable Storefront delivery — catalogue, pricing, promotions and checkout across web and mobile.

B2B Commerce

Account-based pricing, negotiated catalogues, purchase order workflows and approval hierarchies for B2B buyers.

Headless Commerce

Decoupled SFCC builds with PWA Kit — connecting to AEM, custom frontends and best-of-breed commerce services.

Platform Migration

Structured migration from Hybris, Magento, WooCommerce and legacy platforms onto SFCC with zero data loss.

Revenue Cloud

Salesforce Revenue Cloud

CPQ, Billing & Revenue Lifecycle Management

Revenue Cloud unifies Salesforce CPQ and Billing into a single revenue lifecycle management platform — enabling organisations to configure complex products, generate accurate quotes, automate billing and manage subscription revenue at scale. Finative implements Revenue Cloud for retailers and financial services firms with complex pricing, subscription or B2B commerce models.

Commerce & Retail Financial Services

CPQ

Product configuration, pricing rules, discount approvals and quote generation for complex product catalogues.

Billing & Invoicing

Automated invoice generation, payment collection, revenue recognition and dunning management.

Subscription Management

Subscription lifecycle management — amendments, renewals, upgrades and prorated billing at scale.

Revenue Analytics

Revenue waterfall, ARR/MRR reporting and revenue forecasting integrated with Salesforce CRM.

FSC

Salesforce Financial Services Cloud

Banking, Insurance & Wealth Management CRM

Salesforce Financial Services Cloud is the industry CRM platform for banks, insurers and wealth managers — providing relationship management, client onboarding, household data modelling and compliance workflows purpose-built for financial services. Finative implements FSC for retail banks, private banks, insurers and wealth managers looking to modernise their client-facing operations.

Financial Services

Retail & Commercial Banking

Client 360, lead management, onboarding journeys and cross-sell/upsell workflows for retail and commercial banking teams.

Wealth Management

Household modelling, financial goals, investment tracking and adviser productivity tools for wealth and private banking.

Insurance

Policy management, claims intake, producer relationship management and compliance workflow automation.

Compliance & Reporting

Regulatory reporting workflows, audit trails and data governance frameworks built into the FSC configuration.

Marketing Cloud

Salesforce Marketing Cloud

Omnichannel Marketing & Journey Orchestration

Salesforce Marketing Cloud is the enterprise marketing platform for email, SMS, push, social and journey orchestration — powered by AI and connected to the Salesforce CRM and Data Cloud. Finative implements Marketing Cloud for retail and financial services clients replacing batch-and-blast email programmes with behaviour-triggered, personalised customer journeys.

Commerce & Retail Financial Services

Journey Builder

Triggered and scheduled customer journeys — onboarding, abandon cart, post-purchase, loyalty and re-engagement.

Email Studio

Enterprise email delivery — dynamic content, AMPscript personalisation and deliverability optimisation at scale.

Mobile & Push

SMS, MMS and push notification delivery coordinated with email journeys and in-app messaging.

Analytics & Einstein AI

Campaign analytics, A/B testing, Einstein send-time optimisation and AI-powered engagement scoring.

Data Cloud

Salesforce Data Cloud

Real-Time Customer Data Platform

Salesforce Data Cloud (formerly Genie) is Salesforce's real-time CDP — unifying customer data from every source into a single, actionable customer profile and making it available across the entire Salesforce platform in real time. Finative implements Data Cloud as the data foundation for commerce personalisation, financial services client intelligence and omnichannel campaign activation.

Commerce & Retail Financial Services

Data Ingestion

Batch and streaming pipelines — connecting commerce platforms, core banking, mobile apps, POS and third-party sources.

Identity Resolution

Deterministic and probabilistic identity matching — building a single customer profile across anonymous and known data.

Audience Segmentation

Real-time segment creation, lookalike modelling and AI-powered audience activation across Salesforce and paid media.

Einstein Personalisation

AI-powered product recommendations, next best action and real-time offer decisioning served across every channel.

Services We Deliver

Every Salesforce engagement model, covered.

From a greenfield SFCC implementation to a full Data Cloud activation programme or FSC CRM rollout, Finative delivers the full range of Salesforce services.

01

Platform Implementation

End-to-end Salesforce delivery across any combination of clouds — from discovery and architecture through agile development, QA, go-live and hypercare. On time and on budget.

SFCCRevenue CloudFSCMarketing Cloud
02

Commerce Delivery

Full SFCC storefront implementation — B2C, B2B and headless commerce builds. Platform migrations, performance optimisation and Composable Storefront delivery using Salesforce PWA Kit.

SFCCSFRAPWA KitHeadless
03

Revenue Cloud & CPQ

CPQ configuration, billing automation, subscription lifecycle management and revenue recognition — enabling complex pricing models to scale without manual intervention.

CPQBillingSubscriptionsRevenue Ops
04

Financial Services Cloud

FSC implementation for banks, insurers and wealth managers — client 360, onboarding journeys, household data modelling, adviser productivity and regulatory compliance workflows.

Banking CRMWealthInsuranceOnboarding
05

Data Cloud Activation

Data Cloud implementation — unified customer profile, real-time segmentation, identity resolution and audience activation across SFCC, Marketing Cloud and paid media channels.

Real-Time CDPIdentitySegmentationActivation
06

Team Extension

Certified Salesforce engineers embedded into your delivery team — Commerce, Revenue Cloud, FSC, Marketing Cloud and Data Cloud specialists on demand, without permanent hiring overhead.

Dedicated TeamsHybrid ModelAll Clouds
Who We Serve

Two verticals. The right Salesforce cloud for each.

Finative's Salesforce practice is organised around two verticals; Commerce & Retail and Financial Services. Each has different cloud requirements, different buyer priorities and different integration patterns. We know both.

Enterprise Retailers

Full SFCC implementation, headless commerce builds, Revenue Cloud for complex pricing, Data Cloud for customer data unification and Marketing Cloud for personalised journey delivery.

Banks & Financial Institutions

Salesforce FSC for client relationship management, onboarding and compliance. Marketing Cloud for client communication. Data Cloud for a unified view of customers across all products and channels.

Wealth Managers & Private Banks

FSC implementation for adviser productivity, household modelling, financial goals tracking and client reporting — with Marketing Cloud for personalised client communication at scale.

Insurers

FSC for policy and claims management, producer relationship tracking and regulatory compliance workflows. Revenue Cloud for complex premium and renewal billing models.

B2B Commerce & Manufacturing

Salesforce B2B Commerce and Revenue Cloud for complex quote-to-cash processes — configured pricing, approval hierarchies, contract management and subscription billing.

Digital & Marketing Leaders

Marketing Cloud and Data Cloud implementation for CMOs and CX directors — replacing batch campaigns with real-time, personalised journeys activated from a unified customer profile.

Why Finative

Why organisations choose Finative for Salesforce.

Salesforce implementations fail when the team understands the platform but not the business context — the commerce model, the financial products, the regulatory constraints. Finative brings both.

Our Vietnam-based engineering hub means you get certified Salesforce expertise at ~40% lower cost than comparable Western-only partners — without compromising on quality, domain knowledge or delivery rigour.

Certified across all five clouds

SFCC, Revenue Cloud, FSC, Marketing Cloud and Data Cloud certified engineers — not a team that knows one cloud and figures out the rest on your programme.

Two-vertical specialist

Commerce and banking expertise embedded in every Salesforce engagement — we understand the domain behind the configuration decision.

~40% lower cost

Vietnam-based engineering hub with Western delivery leadership — Salesforce Partner expertise at a cost structure generalist SIs cannot match.

No competing priorities

Your programme gets a dedicated team. Unlike large SIs managing multiple global accounts simultaneously, Finative's delivery leads are accountable directly to you.

Integration-first delivery

Salesforce is rarely a standalone system. Finative architects the integrations to your commerce platform, core banking system and data estate from day one.

Full programme or team extension

End-to-end Salesforce delivery or certified cloud specialists embedded in your team — or both, at whatever ratio your programme requires.

How We Work

Delivery designed around your Salesforce programme.

Salesforce programmes span multiple clouds, multiple teams and multiple integration points. Our delivery model keeps everything aligned from the first session to post-launch optimisation.

Discovery & Architecture

Cloud selection, integration design, data architecture and programme blueprint — defined before any build begins.

Agile Build

Sprint-based delivery with continuous demos — each cloud workstream coordinated and validated with your team throughout.

Integration & Data

Integration layer delivery, data migration and end-to-end testing across all connected systems and Salesforce clouds.

Go-live & Hypercare

Structured launch with a dedicated hypercare window — critical for commerce platforms and financial services CRM where go-live issues have direct business impact.

Optimise & Evolve

Post-launch tuning, new cloud onboarding, AI feature activation and platform evolution — Salesforce programmes grow in value significantly after go-live.

Ready to talk Salesforce?

Tell us your cloud, your programme and the problem you need to solve. We'll come back with a clear perspective on how Finative can help; usually within 48 hours.