This event is sponsored by Solvit and Cloud Coach
4:00 p.m. - 7:00 p.m. EDT | October 8th
Cambridge Innovation Center, 1 Broadway, MA
Beyond the Sale: Unlock your full potential on the Salesforce Platform
Join us as we tackle disconnected post-sale processes, how to unify scattered data, enhance operational execution, streamline reporting, optimize resource usage, and prevent revenue leakage.
Unlock the Power of a Unified Platform for Post-Sales Success
Are you a leader looking to eliminate the chaos of fragmented systems and drive transformative results for your organization? Join us for a working happy hour (with drinks and appetizers).
“Beyond the Sale: Unlock your full potential on the Salesforce Platform” a targeted event designed exclusively for Customer Onboarding, Professional Services, Customer Success, and related fields.
4:00-5:00 pm: Arrival and drinks reception
Network over a cold beverage and snacks with industry peers and our panel of experts.
5:00-6:30pm: Panel discussion with Q&A
Carry on with more informal dialogue with the panel. Time for questions included!
6:30-7:00pm: Networking
Why Attend?
In today’s fast-paced business environment, the need for a consistent, streamlined approach to onboarding, PSA, and customer success is more critical than ever. Yet, many organizations struggle with fragmented processes, siloed data, and inefficient resource management.
At this event, you’ll discover how consolidating your tech stack into a single platform—fully integrated with Salesforce—can revolutionize your post-sales processes. Here’s what you can expect:
End the Fragmentation
Learn how to fix fragmented experiences across multiple technology platforms, ensuring a smooth, consistent journey for both your team and your customers.
One Platform, Endless Possibilities
Discover the power of a unified tool that integrates onboarding, PSA, and customer success, replacing outdated solutions like Smartsheets and Excel.
Transform Your Organization
Walk away with actionable insights on how tech stack consolidation can lead to cost savings, improved efficiency, and enhanced customer success.
Holistic Customer View
Gain 360-degree insight into customer interactions, project progress, and service delivery—enabling better decision-making and a streamlined customer experience.
Join us as we explore innovative solutions that will help you streamline processes, improve customer satisfaction and drive growth
Speakers
Erik Rozynes
Director of Sales & Rev Ops at Cloud Coach
Peter Rozek
Founder/President at Solvit
Zachary Fagin
Senior Manager, Solution Engineering at Salesforce
Who Should Attend?
This event is perfect for Salesforce users at a senior level. If you’re responsible for driving efficiency and success in post-sales processes, this is an opportunity you can’t afford to miss.