Identify and Eliminate Critical Data Risk:
Understand why common "integrated" models create security and compliance exposure by requiring data to leave the Salesforce platform.
Customer success leaders are navigating a high-stakes balance: protecting critical data while proving measurable business value. When your data is scattered across siloed tools, proving ROI to a skeptical C-suite becomes nearly impossible. We’re cutting through the complexity to show you how to solve your biggest daily headaches.
Turn CS from a scrutinized cost center into a strategic, revenue-driving powerhouse that leadership trusts.
End Manual Overhead
Eliminate the unnecessary work and fragmented experiences caused by "stitched-together" solutions.
Break down silos to ensure the value promised by sales is flawlessly delivered by CS.
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.
Understand why common "integrated" models create security and compliance exposure by requiring data to leave the Salesforce platform.
Discover how a true Salesforce-native architecture helps sales, customer success, and services work together toward value realization.
Learn how unified governance delivers business continuity and sets you up for the AI-powered future.


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.

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.
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.
Join industry leaders from Salesforce, Spaulding Ridge, and Certinia for a deep-dive conversation into the strategies reshaping service delivery and customer success.
Agenda
| Time | Agenda Item | Other (Delete column if not needed) |
|---|---|---|
| 11:45am- 1:00pm |
Registration & Networking Lunch |
Lorem ipsum |
| 1:15pm - 1:30pm |
Welcome and Introductions |
Lorem ipsum |
| 1:30pm - 2:00pm |
Keynote: Transforming Success in the AI Era |
Lorem ipsum |
| 2:00pm - 2:30pm |
Customer Story |
Lorem ipsum |
| 2:30pm - 2:45pm |
Panel Discussion |
Lorem ipsum |
| 2:45pm - 3:15pm |
AI in Services: Enhancing Customer Experiences |
Lorem ipsum |
| 3:15pm - 4:00pm |
Networking Reception |
Lorem ipsum |
| 3:15pm - 4:00pm |
Closing Remarks |
Lorem ipsum |
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


Ullamco laboris nisi ut aliquip ex ea commodo consequat.
Ullamco laboris nisi ut aliquip ex ea commodo consequat.
Ullamco laboris nisi ut aliquip ex ea commodo consequat.
Ullamco laboris nisi ut aliquip ex ea commodo consequat.
Ullamco laboris nisi ut aliquip ex ea commodo consequat.



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.




