1 COL BANNER
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Panel & Reception with:
1 COL BANNER
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Panel & Reception with:
1 COL BANNER
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Panel & Reception with:
Title
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Featured Partner
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:
| 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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Convert sales to delivery fast
Work from one shared record
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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
Why you can’t afford to miss this
Learn how to build an operational flywheel that makes every trial more predictable, every bid smarter, and every audit effortless.
Eliminate manual overhead
Stop rebuilding what sales already sold. Learn how to automatically convert an approved estimate into an executable resource plan and service delivery project with zero manual data transfer.
Protect margins with real-time data
You can’t course-correct in time without a live view of budget burn. Leading CROs win on margin by using better, connected data—not by working harder. Turn real-time overburn visibility into your greatest strategic advantage.
Reporting as a relationship asset
Inconsistent or manual reporting puts client trust at risk. Stop treating monthly updates as a liability. Use unified, automated data to deliver the professional transparency that turns reporting into a strategic relationship asset.
Turn financial data into actionable customer insights.
Meet Our Speakers
Brian Krynitsky
Partner, CLD Partners
Dave Hart
Principal Solution Engineer
Certinia
Job title, Company name
Job title, Company name
We’ll be discussing how Certinia Services Estimator acts as the financial governance layer of your Intelligent Services Operations Engine, turning sales promises into executable blueprints in minutes, not days.
Earl Alikpala
Sr Solution Engineer, Certinia
Eliminate the error-prone process of re-entering bid data into project systems. By importing budgets, resources, and billing schedules directly from bid to live project, you can slash setup time and protect data integrity from day one.
Unify unit tracking, billing, and revenue recognition on a Salesforce-native platform. We'll show you what systematic ASC 606 compliance looks like when it's built into your operations — not bolted on at month-end — and why your audit team will thank you.
Turn real-time performance data—like overburn and actuals by role—into an operational flywheel. Instead of a heroic manual effort, gain a portfolio-level view that automatically flows delivery insights back into your bidding process to protect future margins.
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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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Sarah Jenkins, Company
Partners
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
“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
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
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Partners
