The crucial components of a System of Action for services
Learn how compounding intelligence and agentic action combine to let AI make trusted, high-judgment decisions across your operations.
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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:
1 COL BANNER
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:
Webinar
Insight to Impact: Introducing the System of Action for Modern Services
Discover how Certinia’s System of Action and latest innovations unify trusted data and agentic capabilities to drive real business outcomes across your services lifecycle
Wednesday, September 30, 2026 11:00 AM EST
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
-
Convert sales to delivery fast
-
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.
Join Certinia leader and product experts for an exclusive look at the latest innovations across our System of Action and the largest expansion of our Veda AI suite to date. We’ll show you how to close the gap between everyday work and strategic business needs by leveraging a unified source of truth, compounding intelligence, and powerful agentic capabilities
The power of agentic AI across the services lifecycle
Explore Veda’s expanded library of 135 Intelligent Actions and purpose-built agents that capture best practices with every project and automate your most critical workflows.
Accelerated sales and delivery to prove hard ROI
Learn how to cut proposal creation from 8 hours to just 1 hour, and see how you can reclaim the 50% of project time historically lost to administrative tasks.
Flexibility with AI Your Way
Discover how to deploy AI seamlessly - whether through Salesforce Agentforce, natively with Certinia or directly in tools like Slack, Claude and Microsoft Copilot.
Certinia PS Cloud
Turn financial data into actionable customer insights.
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Meet Our Speakers w/o Bio
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Job title, Company name
Firstname Surname
Job title, Company name
Firstname Surname
Job title, Company name
Meet Our Speakers
Firstname Surname
Job title, Company name
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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 You’ll Learn
Every services organization has tried AI, but disconnected point solutions lack the complete operational picture needed to act with true judgment. Join us for a live breakdown and demonstration of Certinia’s System of Action.
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What you’ll learn
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Live Agent Demos
Watch purpose-built lifecycle agents in action—including the Call Summary Agent, SOW Drafter, PSA Resourcing Agent, CS Agent and Sales-to-Delivery Handoff Agent.
The blueprint for an AI-first services business
Discover how modern services organizations are moving away from isolated tools to a unified System of Action - uniting structured business data with the unstructured reality of daily work so AI can act on the complete picture.
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
2 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
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.