[Video Series] Success Everywhere: Digital Workplace Strategies for Professional Services

Success Everywhere:

Digital Workplace Strategies for Professional Services

The shift to the digital workplace is necessary to succeed post-pandemic

We have experienced an increase in mergers and acquisitions, the great resignation, a rise in customer expectations and a shortage of talent. Learn how the Professional Services industry is leveraging the power of Salesforce to redefine how to get work done. See solutions that power your business to adapt quickly, personalize the customer experience, collaborate for accelerated sales cycles, analyze data, and much more. Watch this video series to hear lessons learned from fellow executives in the industry.




Utilizing her experience with global implementation at companies including Salesforce and Deloitte, Claire will bring an industry lens to the solutions and strategies successful businesses are using today in the professional services industry. She will look at current trends and impressive solutions that are reimagining the digital workplace. Gain insight on how our world has changed and why there is a need for businesses to digitize and be prepared for what is next.
Watch the keynote session now


Claire Lorentz, Strategic Enterprise Account Executive, Salesforce Industries

Previously a Salesforce consultant, Claire now serves as a Strategic Enterprise Account Executive for the Professional Services industry focusing on growth of Salesforce customers and development of a point of view. Claire ensures Salesforce addresses their technology solutions from an industry perspective. During this meeting, Claire is excited to share the work she has done to ensure Salesforce is addressing the challenges Professional Services customers face from employee experience to client relationship management.

Session 1:


Sales operations leaders now have a seat at the executive table. A Digital Sales playbook is essential to success especially when integrating organizations post-acquisition. Learn how firms are leveraging Salesforce to transform their Sales playbook and drive positive post-deal economics to gain a long-term leadership position.
Watch session 1 now


James Damon

Solution Architect

James is a technology enthusiast well versed in business solutions to aide digital transformation. He has extensive experience with CPQ, enjoys expanding his skill set and sharing knowledge with others.

Matt Mountain


Matt has over 30 years of experience as a consultant and uses his knowledge of Salesforce and his experience in client services to expertly translate what clients want into a specification that they purchase.

Session 2:

digital leadership

Attracting talent and exceeding client expectations starts with a digital first approach. Find out how top performing firms are leveraging Salesforce as a tool in their mission to lead with a digital mindset. From onboarding new talent to self-service, Salesforce enables firms to move quickly and exceed their stakeholder expectations.
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Ariel Ward

Salesforce Solution Architect

Ariel brings a user-centric focus to architect and delivers business solutions that scale. She excels at taking large-scale problems and breaking them down into an executable plan for your business.

Cameron Price

Senior Salesforce Consultant

Cameron brings expertise and experience across several areas including Sales Cloud, Process Automation, and Advanced Administrator. He is passionate about technology and the evolution of digital-first business solutions.



Diving deeper into the importance of a digital sales playbook and leading with a digital-first approach, hear from Professional Service executives that have leveraged a digital mindset to prioritize employee well-being, customers’ stability, and financial viability.
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Brian Stillwell

Brian Stillwell is the Vice President of Sales Enablement at NWN Carousel looking after SFDC, Enablement, Education, and Facilitation of the Force Management methodology. Brian has held leadership roles in Sales Enablement, Product Management, Go to Market, Business Development and Sales. His current role facilitates the learning, discipline and skills to enable sellers to be more effective.

Kurt Estes

Managing Director at Sikich

Kurt has over 20 years of transaction experience that includes advising on sales and acquisitions as well as investing in or creating businesses around innovative technologies. He has conducted or managed dozens of transactions covering all stages of a company’s life, from helping to acquire seed investments through facilitation of liquidity events. Kurt has negotiated a wide variety of deals, including asset buyouts, recapitalizations, spin-outs, strategic partnerships, licensing agreements, and various debt structures. He is registered with the Financial Industry Regulatory Authority (FINRA) as a Series 24 General Securities Principal, a Series 7 General Securities Representative, a Series 79 Investment Banking Representative, and a Series 63 Uniform Securities Agent.

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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