Automate Opportunity to Execution
Understand how to automatically translate sales context from open pipeline opportunities into tailored proposal responses and polished SOWs with zero information loss.
Firstname Surname
Job title, Company name
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:
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:
Live Webinar
The AI-Powered Professional Services Enterprise: Maximizing Margin and Velocity
Stop managing operational drag. Eliminate it.
August 13, 2026 | 11:00 AM ET
Panel & Reception with:
Heading goes HERE
Title
Lorem ipsum dolor sit
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 |
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 |
Info Cards
Sales & services on one platform
-
Convert sales to delivery fast
-
Work from one shared record
Sales & services on one platform
Donec accumsan consectetur lorem. Curabitur faucibus dictum nunc, sit amet cursus elit placerat non. In vehicula imperdiet accumsan.
Sales & services on one platform
Donec accumsan consectetur lorem. Curabitur faucibus dictum nunc, sit amet cursus elit placerat non. In vehicula imperdiet accumsan.
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
Leading Professional Services right now means fighting an uphill battle against administrative drag, shrinking margins, and delayed time-to-value. We’re cutting through the noise to show you how to protect your delivery velocity.
Bridge the Pipeline Gap
Stop losing profitability between winning a services deal and starting execution. Learn to connect pipeline visibility directly to delivery precision to capture unclaimed value.
Crush Administrative Drag
Employee billable utilization has hit a historic low of 66.4%. Eliminate the manual orchestration tax so your delivery teams can refocus on high-value client outcomes.
Secure Your Margins
Transform scattered, unstructured daily client interactions into predictable, high-margin delivery velocity while confidently transitioning to outcome-based pricing models.
Certinia PS Cloud
Turn financial data into actionable customer insights.
1:2 Column Lorem ipsum dolor sit amet
- Nullam id arcu efficitur, elementum lorem eu, ultrices lectus. Quisque sit amet ipsum accumsan, pulvinar massa quis, vehicula nisl. Nam volutpat
- Nullam id arcu efficitur, elementum lorem eu, ultrices lectus. Quisque sit amet ipsum accumsan, pulvinar massa quis, vehicula nisl. Nam volutpat
- Nullam id arcu efficitur, elementum lorem eu, ultrices lectus. Quisque sit amet ipsum accumsan, pulvinar massa quis, vehicula nisl. Nam volutpat
1:2 Column Lorem ipsum dolor sit amet
- Nullam id arcu efficitur, elementum lorem eu, ultrices lectus. Quisque sit amet ipsum accumsan, pulvinar massa quis, vehicula nisl. Nam volutpat
- Nullam id arcu efficitur, elementum lorem eu, ultrices lectus. Quisque sit amet ipsum accumsan, pulvinar massa quis, vehicula nisl. Nam volutpat
- Nullam id arcu efficitur, elementum lorem eu, ultrices lectus. Quisque sit amet ipsum accumsan, pulvinar massa quis, vehicula nisl. Nam volutpat
Meet Our Speakers w/o Bio
Firstname Surname
Job title, Company name
Firstname Surname
Job title, Company name
Firstname Surname
Job title, Company name
Meet Our Speakers
David Cotten
VP of Product Engineering, Certinia (former Co-founder and CTO of Moonnox)
Connect on Linkedin
Firstname Surname
Job title, Company name
Curabitur faucibus dictum nunc, sit amet cursus elit placerat non. In vehicula imperdiet accumsan. Aenean volutpat felis justo, eu porttitor odio lacinia vel. Ut a placerat augue, id blandit erat. Quisque posuere enim eget porta dignissim.
Connect on Linkedin
Register for our FREE webinar now!
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.
Wednesday, 12 May 2025
2pm
Salesforce Tower, Ohana Floor (56th floor), 333 W Wolf Point Plaza, Chicago, IL
Firstname Surname
Job title, Company name
What you’ll learn
Discover how a natively grounded AI agent framework completely redefines the unit economics of profitable service management. Learn how embedding advanced conversational intelligence directly into your system of record transforms daily execution from project kickoff to renewal.
1 COL BANNER
What you’ll learn
A conversation with Salesforce, Spaulding Ridge, and Certinia.
Accelerate Scoping & Alignment
Learn to instantly convert complex customer business needs into structural implementation blueprints and phased roadmaps to slash your planning cycles.
Protect Live Portfolio Health
See how automated scope scans and real-time client sentiment scoring run natively within the PSA environment to catch delivery and margin risks early.
Register for our FREE webinar now!
We’ll be discussing lorem ipsum dolor sit amet, consectetur adipiscing elit.
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.
A quote on how this has helped an employee get the most out of their workplace by taking and sharing this assessment with their manager and how any concerns they have on sharing were settled. Quisque posuere enim eget porta dignissim.”
Sarah Jenkins, Company
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
We think you’ll find interesting...
Certinia Professional Services Cloud | AppExchange
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
Certinia Professional Services Cloud | AppExchange
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.
Certinia Professional Services Cloud | AppExchange
Next stop: AppExchange to explore Certinia PS Cloud’s capabilities and setup.