Salesforce Inc.

04/07/2025 | Press release | Distributed by Public on 04/07/2025 11:24

“Bazooka Innovation” for Professional Services: How Certinia and Agentforce are Driving Customer Success

Certinia, the leader in Professional Services Automation, is leveraging AI agents to help organizations manage their processes from sales to delivery. The key benefits Certinia's customers will experience with Agentforce include:

  • Automating Resource Management: Agentforce enables the creation of resource management agents that can automate staffing challenges, such as backfilling when someone is sick, freeing up human resource managers for more strategic tasks.
  • Proactive Customer Success Management: Customer success agents powered by Agentforce proactively monitor customer health, identify engagement opportunities, personalize messaging, and prepare comprehensive reports for customer success managers ahead of reviews, enhancing productivity and customer experience.
  • Improving Revenue, Utilization, and Profitability: By augmenting human teams with AI agents, customers will see the potential for higher revenue, improved utilization and billability, increased profitability, and overall growth in their professional services business.

"Agentforce is a bazooka innovation that is absolutely critical for differentiating everyone in the marketplace," said Raju Malhotra, Certinia's Chief Product & Technology Officer.