DF24 for Professional Services Organizations

Dreamforce is the Salesforce event of the year. It’s packed with information, sessions, zones, parties and braindate meetups. So we’ve created this guide to navigate Dreamforce for professional services leaders and teams while in San Francisco: 

• Top Sessions to Attend for PS Leaders
• Where to Take a Break
• Get Expert Professional Services Advice

Top Dreamforce Sessions for Professional Services

Here are the top sessions we recommend attending. Use the links to add them to reserve your seat at hands-on training, roundtables, workshops, and certifications. All other sessions are first come, first seated. (At the bottom of this post, we list of all the sessions pertinent to Professional Services.)

1. From Spreadsheets to Synergy: Modernizing the Middle & Back Office (Zenn Sky Lounge). Join PSQuote and Zennify to learn how to modernize your middle and back office operations. Discover how transitioning to a centralized platform can unlock the power of AI, predictive forecasting and streamlined processes. Learn how a global lender revamped their service estimation and quoting, leading to significant middle office efficiencies.
2. 5 Must-Know Trends in Project Delivery and Services Ops. Discover five game-changing trends that will help boost profitability, enhance delivery experience, and supercharge team efficiency for all your client-facing projects.
3. Accelerate Staffing Growth with CRM, AI, Data & AppExchange. Learn how Apex Systems, an IT services firm, uses CRM, AI, data, and AppExchange to create a competitive advantage and accelerate growth with connected, personalized, and scalable digital experiences.
4. How Salesforce Optimizes Customer Success with Certinia. Learn how Salesforce delivers services revenue growth, controls cost, and boosts customer satisfaction with Service Cloud, Sales Cloud, and Data Cloud apps using Certinia Customer Success Cloud.
5. Delivering Transformation with Salesforce Pro Services. Go behind the scenes to learn how Salesforce Professional Services is transforming Salesforce’s seller experience using industry knowledge, deep product expertise, and strategic alignment.
6. Bonus: Intro to Agentforce Agents. Learn how to extend Agentforce Agents with custom topics and actions powered by Flows and Apex. AgentForce is going to be a big theme at Dreamforce. Several sessions available – first come, first serve.
7. Bonus: Certinia @ Fogo de Chao. If you’re in services, then chances are, you use or at least have evaluated Certinia — take a minute and check out their session lineup!

Where to Take a Break

The CLD Cafe at the Cafe du Soleil is a great place to relax and recharge. Connect with professional services experts or simply refuel with the amazing food and quiet atmosphere. (Also located right across from the Dreamforce Park!)

If you’re in financial services or evaluating services quoting apps, then also stop by the Zenn Sky Lounge. It’s is a great place to learn, recharge and connect with Salesforce, financial services, services quoting and data experts. Perched on the 12th floor across the Moscone – its the perfect place to enjoy breakfast, lunch or cocktail hour daily while taking in stunning views of the Dreamforce campus and San Francisco skyline. PSQuote is happy to join forces with Zennify. They’ve assembled some of the ecosystem’s leading financial services platforms, AI leaders and data engineers at the Zenn Sky Lounge.

Get Expert Professional Services Advice

Professional services teams are being pushed to optimize and adapt to change faster than ever. PS leaders want to speed up delivery, improve resource management, increase customer satisfaction and more. Company wide initiatives to maximize revenue, increase resource utilization and adopt AI are also putting a strain on PS organizations. Services are getting highly specialized and customers are expecting more for your teams.

When the environment looks like this, the status quo no longer holds up. Minor nuisances that could be tolerated become severe pain points holding up critical processes. As organizations evolve and transform, many organizations need a trusted advisor and external perspective to optimize their services operations.

For Certinia users and others seeking to automate professional services, we recommend periodical health checks. They’re a valuable tool to gauge if the technical solution supports the way the business works. Learn more >

• Certinia Health Check: What to Do (plus a real Case Study)
• Astound Case Study (The power of a pilot for a successful MVP)
• Siemens Case Study (Next generation services automation)

“During our Certinia implementation journey, we were excited to partner with CLD to help us simplify processes and successfully launch our PSA MVP. Their expertise was invaluable for helping us establish a scalable, unified solution for our global delivery teams.”  

— Ilya Vinogradsky, Founder & Chief Solutions Officer, Astound Digital

More Sessions for Professional Services 

1. Creating The Future Of Workforce Management With Data & AI. Building on a successful global Salesforce implementation for 20k+ users, Adecco has crafted a 3-year roadmap to maximize Data and AI, driving growth and enhancing customer and candidate experiences.
2. AI-Driven Staffing: Streamline Processes and Boost Revenue. Explore how AI-powered tech and conversational UIs can revolutionize staffing. Learn to enhance efficiencies, speed up placements, and spur revenue with low-barrier gen AI solutions
3. Achieve Top-Tier Franchise Service Model with Field Service. Find out how a world leader in accurate leak detection uses Field Service to enhance services with a cost-effective licensing model that drives growth through high performance & customer satisfaction.
4. Consulting Firms Revolutionizing Client Experiences with AI. Join this session to explore how AI is transforming client interactions at consulting firms. Discover innovative strategies and tools to enhance client experiences and promote success in your firm.
5. Data+AI Revolutionize Deloitte’s Global Client Relationships. Discover how Deloitte’s innovative Relationship 360 mobile-first technology, powered by Salesforce, unifies 50+ data sources and uses AI-driven insights to revolutionize the sales process.
6. Generative AI Content Creation Guidelines. See how your teams can use Gen AI to create valuable and differentiated content, enhance human creativity, save time and money, and achieve better results more quickly.
7. Life Sciences Transition Pathways.(Reserved seating) Join us for a discussion on transition strategy, including best practices and change management processes to minimize disruption and maximize your investment in Life Sciences Cloud.
8. Win and Deliver More Client Work with Slack. Hear best practices about how Slack helps consulting firms, service providers, and system integrators win more work and increase revenue by speeding up the bid to delivery process.
9. Your Guide to Become a Salesforce Expert. Get started with the tools and resources you need to learn Salesforce, whether you’re just beginning or looking to advance your learning.