Secure your data. Prove your value.

Join Certinia’s Steve Frost and Will Spice to explore how a Salesforce-native approach replaces architectural complexity with clarity. Learn how a unified platform eliminates external exposure and delivers the single source of truth you need to see—and trust—the strategic value your team drives.

What you’ll learn

Identify and Eliminate Critical Data Risk:

Understand why common "integrated" models create security and compliance exposure by requiring data to leave the Salesforce platform.

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Achieve Efficiency by Design:

Discover how a true Salesforce-native architecture helps sales, customer success, and services work together toward value realization.

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Future-Proof Your Operations:

Learn how unified governance delivers business continuity and sets you up for the AI-powered future.

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Meet your hosts

William Spice

VP Product Management, Certinia

My mission is to create simple, powerful applications such as ERP, finance, and information management systems that make users confident and productive. My work involves researching, listening, designing, iterating, communicating, leading and delivering. I am creative, energetic and proactive.

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Connect on Linkedin
Steve Frost

Head of Industry & Executive Advisory - Customer Success

As a strategic consultant and advisor, I leverage my 25+ years of experience in the technology industry to help clients achieve revenue growth and retention. I have a proven track record of delivering results for major FinT ech companies, SaaS providers, and hybrid Multi-cloud infrastructure providers.

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Connect on Linkedin
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Register now to build a customer success foundation that is secure, collaborative, and value-focused.

Certinia cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. Learn how Certinia may use your information.

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.

Agenda

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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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24

Currencies across 40+
countries in a single view

10x

Increase in projects
managed simultaneously

1 Click

Reporting in seconds,
not hours

96%

Automated, controlled
cash flow process

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Certinia cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. Learn how Certinia may use your information.