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Certinia
Navigator
Overview
Certinia's mission is to help technology and services organizations unify execution on a single platform, with shared intelligence. Built natively on the Salesforce Platform, Certinia provides an enterprise-grade foundation for orchestrating the entire customer journey from Sales, to Delivery, to Success and Financial Management. We turn disconnected functions into one connected experience centered on the customer value journey.
, , 515 - Certinia (Moscone North
AppExchange Link
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000001g22uEAA&tab=e
Sponsored Sessions
Yes
Operations
Service
Professional Services
Professional Services (Products)
Data 360
Agentic AI
Beginner
Breakout
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The session highlighted the importance of creating a connected customer journey by leveraging Salesforce products such as Service Cloud and Experience Cloud, as well as other tools like Customer Success Cloud and Professional Services Cloud. The speaker emphasized a data-driven approach to breaking down silos within organizations, enabling teams to work cohesively using unified processes and real-time data. By focusing on customer-centric strategies, including understanding business challenges, aligning solutions, and tracking success objectives, organizations can enhance customer engagement and proactively deliver value. The session further detailed how using Salesforce’s integrated platform capabilities can streamline operations, improve resource management, and drive better customer advocacy and retention outcomes.
<html><head></head><body><p>• Leveraging Salesforce’s unified platform allows organizations to connect upstream and downstream processes, enabling seamless collaboration across marketing, sales, services, and support teams.</p><p>• Capturing and aligning customer business challenges with success objectives ensures that organizations deliver measurable value and maintain customer engagement throughout the lifecycle.</p><p>• Adopting a proactive, data-driven approach with tools like Service Cloud and Customer Success Cloud can help reduce reactive firefighting, improve efficiency, and foster long-term customer partnerships.</p></body></html>
https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987325854001h2at
Prioritize the customer journey and achieve sustainable growth by connecting the end-to-end customer experience.
Focusing on the customer and build a powerful engine that drives revenue and creates the efficiency you've been chasing.
<a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987325854001h2at">Report a Concern</a>
Breakout
This session is first come, first seated. You do not have a reserved seat.
Visible
Yes
Metreon AMC
Thursday, Oct 16
12:00 p.m. Thursday, Oct 16
, Senior Director CS Strategy, Certinia
- Thursday, Oct 1612:15 PM - 1:00 PM PDT
Every year, Dreamforce exceeds my expectations in value and actionable takeaways — it’s truly worth every minute.
Ali Waguespack
Senior Delivery Manager, Kicksaw
