Milea Heath’s Post

Wishing my #Salesforce network a happy #Dreamforce 2024! ☁ If you are still trying to decide what sessions to add to your schedule, join the Korn Ferry team on Thursday to learn how to increase seller impact with proven, OOTB programs and methodologies. Stay safe and have a fun week y'all!

Embracing change with the seasons! 🍂 As the seasons shift, so does my journey! After nearly two years with Certinia, I’m excited to announce a new chapter that begins this week. I’m incredibly grateful for the experiences and connections I’ve made at Certinia. Tackling new challenges, driving meaningful change, and working with brilliant minds in the Salesforce ecosystem and Professional Services space has been a rewarding adventure. Thank you to everyone who’s cheered me on and supported - your encouragement and guidance has meant the world to me! I’m so excited to start at Korn Ferry this week as a Senior Business Development Manager, supporting the Digital Sales and Service team. A special thank you to David Stokes, Tony Gutierrez, Bill Whitlock, and Britt Cohen Lovell for answering all my questions throughout the interview process and believing in what I bring to the table. And as if starting a new job wasn't enough change, I’ll also be moving back to the Midwest next month. Farewell to the Texas heat and hello to the crisp Chicago air! Here’s to new beginnings and embracing the change that comes with the season!

AI deployments can be tough enough. But knee-jerk adoption will only lead to more prolonged projects without real outcomes. You need to take a pragmatic approach — one that allows you to achieve real results that directly impact your service delivery. Knowing where you want to go, like using AI to increase efficiency and customer satisfaction, starts with knowing where you are today… So how does your organization measure its current level AI readiness? Take a look at the Forbes article in the comments where our CEO, DJ Paoni, shares a helpful five-step Pragmatic AI Maturity Model to guide you along your journey to successful, thoughtful AI deployments!

As PSOs pivot to focus on profitability over growth, optimizing resource utilization is their key to success — but it all depends on one crucial factor: the seamless sharing of information. The lack of connection between sales, support, service, customer success, and finance creates numerous challenges for PSOs aiming for profitability. There is a solution! Read this blog post to learn how you can easily connect the dots for seamless services delivery.

Something every services business can't afford to overlook? Resource planning. How you allocate resources can make or break your success. Here are some key questions to ponder: 1. Are your sales and services teams in sync? Collaboration here is key to nailing project scopes and staffing decisions. 2. Are you investing in your team's skills? Developing talent not only boosts morale but also enhances service delivery. 3. Are you harnessing analytics effectively? Data-driven decisions can transform how you mitigate risks and optimize resources. 4. How's your workplace culture? A collaborative environment fosters innovation and keeps everyone engaged. 5. Are you agile with capacity planning? Flexibility ensures you're ready for whatever comes your way. 6. Is your tech stack up to par? Integrating the right tools can streamline operations and decision-making. Embracing the right tools and continuous improvement significantly enhances efficiency, profitability, and CSAT! What other questions would you add to the list? #PSO #ResourceManagement #ResourcePlanning #RMO #Services #ServicesOrgs #ProjectDelivery #Salesforce

In 2024, companies are increasingly relying on their professional services organizations (PSOs) to drive business objectives. With AI and economic concerns at the forefront, PSOs are expected to play a pivotal role in revenue generation and efficiency. Traditional tools like spreadsheets are falling short, prompting a shift towards dedicated PS solutions. Certinia's AI-powered PS Cloud is tailored to optimize PSO operations, maximizing efficiency and profitability. Join next week's convo to learn more and join the discussion!

Had such a great time in Indy connecting with our partners, meeting customers, and discussing the power of Salesforce-native resource management at #RMGS24!

Big news, y'all! Certinia just dropped a game-changing update in our spring release for all you professional services leaders out there. We've baked AI right into our PS cloud. What does that mean for you? Well, buckle up because it's about to get a whole lot easier to nail those project estimates and close deals faster than ever. This means no more agonizing over estimates for months on end. With Certinia's AI-powered features, you can generate estimates like a breeze and even predict your chances of sealing the deal. Plus, we've added this cool "guided scoping" tool that basically does the heavy lifting for you, updating templates on the fly based on your input. But wait... There's more! This AI magic doesn't stop at estimates. It's also your secret weapon for de-risking new projects and keeping tabs on ongoing ones with slick, role-based dashboards. Incredibly excited about the continued advancements we are making to better support services teams! Link to read more on our spring release in the comments.

Curious about the integration of AI into resource management practices? With Certinia PS Cloud's intelligent staffing, we're revolutionizing traditional methods, shedding the weight of manual processes and spreadsheets for smarter, data-driven approaches. Salesforce is at the forefront, harnessing AI for resourcing, from capacity forecasting to pinpointing role needs and deployment areas. Mark Conklin, Sr. Director of Operations (Systems & Tools) at Salesforce has highlighted the power of a unified Salesforce org. Seamlessly integrating sales and projects for access to extensive data across regions, practices, and project types, empowers service organizations with real-time insights for informed decisions. Transitioning to AI-driven staffing isn't just a tech upgrade — it's a strategic shift. Embracing these innovations is crucial for businesses to thrive in the dynamic services sector. #AI enhances human decision-making; it doesn't replace it! As we continue to push the boundaries with AI for services management, it's evident that the future of staffing is here!