Analyze 2026 Market Signals
Review fresh, proprietary findings from Deloitte's 2026 State of GenAI Survey and recent customer success market studies to anchor your strategic planning.
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Transforming Success: Real-World Strategies
for
Services Excellence in the AI Era
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Tuesday, July 22
4:00 – 7:00 PM
Panel & Reception with:
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Transforming Success: Real-World Strategies
for
Services Excellence in the AI Era
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Tuesday, July 22
4:00 – 7:00 PM
Panel & Reception with:
Live Webinar
AI Adoption in Enterprises & the Services Opportunities
Moving past the agentification hype to uncover the zones of opportunity for services companies in large enterprises
Tuesday, June 23, 2026 1:00 PM ET | 5:00 PM GMT
Panel & Reception with:
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March 12, 2026
10am CT | 4pm GMT
Trusted by over 1400 customers
Subheading here transform your services and customer success organizations
Join industry leaders from Salesforce, Spaulding Ridge, and Certinia for a deep-dive conversation into the strategies reshaping service delivery and customer success.
Panel & Reception with:
Agenda
| Time | Agenda Item | Other (Delete column if not needed) |
|---|---|---|
| 11:45am- 1:00pm |
Registration & Networking Lunch |
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| 1:15pm - 1:30pm |
Welcome and Introductions |
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| 1:30pm - 2:00pm |
Keynote: Transforming Success in the AI Era |
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| 2:00pm - 2:30pm |
Customer Story |
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| 2:30pm - 2:45pm |
Panel Discussion |
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| 2:45pm - 3:15pm |
AI in Services: Enhancing Customer Experiences |
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| 3:15pm - 4:00pm |
Networking Reception |
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| 3:15pm - 4:00pm |
Closing Remarks |
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Info Cards
Sales & services on one platform
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Convert sales to delivery fast
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Work from one shared record
Sales & services on one platform
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Sales & services on one platform
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24
Currencies
across 40+
countries in a single view
10x
Increase in
projects
managed simultaneously
1 Click
Reporting
in seconds,
not hours
1 Click
Reporting
in seconds,
not hours
You don’t want to miss this
As enterprises scale AI adoption, fears of replacement of service providers with agents are arising. However Deloitte’s market data shows that business leaders are approaching AI adoption with concerns that services companies are uniquely positioned to solve and capitalize on
Enterprise adoption of AI
Identifying key trends with respect to AI adoption in large enterprises, the key use cases activated and benefits being seen
Identify the Scaling & Adoption Bottlenecks
Enterprise AI adoption is stalling due to talent, data, security, trust, and cost concerns. Discover the opportunities that present themselves to services organizations in these scenarios
Scaling with Complementary Skills
Moving from isolated pilots to enterprise-wide scale requires deep collaboration. Position your business to deliver the missing strategic expertise clients need.
Certinia PS Cloud
Turn financial data into actionable customer insights.
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Meet Our Speakers w/o Bio
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Meet Our Speakers
Aftab Khanna
Principal, Deloitte Consulting
Aftab has 10+ years of experience working with large enterprise companies to design and scale their Go-To-Market strategies & operations. He works closely with executives in GTM functions to visualize and execute on transformation efforts that are underpinned by AI capabilities to drive growth, scale and cost optimization.
Aftab was a founding member of Deloitte’s Customer Success practice and continues to work with leaders in post-sales to outline how they can drive adoption, growth and value realization in an AI first world. Aftab has authored multiple publications on behalf of Deloitte outlining the evolving trends in the market related to Customer Success and Services as well as how companies can transform their Go-To-Market to better sell and deliver on their AI capabilities.
In addition to his client work, Aftab leads Deloitte’s efforts related to building a community of Chief Customer Officers and Customer Success/Services leaders and bringing them together to share knowledge on an ongoing basis.
Connect on Linkedin
Register for our FREE webinar now!
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Wednesday, 12 May 2025
2pm
Salesforce Tower, Ohana Floor (56th floor), 333 W Wolf Point Plaza, Chicago, IL
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What does the future hold for services business in an era of agentification?
Despite fears of AI replacing professional services, Deloitte’s market data reveals a massive near-term opportunity. Enterprise clients are struggling to scale AI due to talent, data, security, and cost constraints—and they need partners to bridge the gap. This session reveals Deloitte’s latest market findings, key opportunity zones, and real-world case studies for services firms.
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What you’ll learn
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Map the Zones of Opportunity
Pinpoint the exact operational areas where enterprise clients get bogged down so your organization can package and position its expertise effectively.
Deconstruct Key Steps Going Forward
Examine key steps that services companies can take to position themselves for success while addressing unique end client needs.
Register for our FREE webinar now!
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We’ll be discussing lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean nec urna at augue congue interdum. Fusce eu hendrerit nunc, a scelerisque tortor.
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Thank you to our sponsors
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Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.
Technical Solutions Manager
Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.
Technical Solutions Manager
3 Cols Testimonials
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
“Certinia PS Cloud acts as a bridge that fills the gap between Sales and Services. For example, opportunity data now directly drives resourcing plans, forecasted revenue, and project creation—no more manual handovers or duplicate entries.”
Technical Solutions Manager
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Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.