Cloudity Business Excellence Tour Vilnius

From Strategy to Execution – How Salesforce Supports Your Business Goals.

🎯 Calvary

📅 July 21, 2026

🕐 8:30 – 12:30

 

Cloudity Business Excellence Tour Vilnius

From Strategy to Execution – How Salesforce Supports Your Business Goals.

🎯 Venue will be announced soon

📅 July 21, 2026

🕐 8:30 – 12:30

When others grow, you decide where you stand.

Most IT projects fail not because of a poorly designed strategy — but because of the inability to translate mistakes into concrete processes and results.

We are looking for leaders who truly want to take the next step for themselves — people who are not afraid of any difficulties, who want to improve their business and are tired of empty talk.

Do you recognize yourself among these features? Then you belong here.

No alignment between technology and business goals

Companies still start with technology instead of strategy.

Effect: The system works, but it does not improve revenue predictability or operational efficiency.

Mismatch between the system and organizational processes

An implementation that does not match the actual processes and structure of the company becomes a burden.

Effect: Decrease in productivity, low data quality, lack of predictability in results, and the risk of a costly system redesign.

Lack of team engagement and organizational readiness

Technology alone will not change the way people work. Without clearly assigned responsibilities and reporting mechanisms, the implementation becomes chaotic and expensive.

Effect: Low system adoption and a decrease in the efficiency of the entire organization.

Who benefits from this?

For board members responsible for strategic direction and financial performance

For sales directors and leaders who want to increase revenue predictability

For marketing directors building data-driven marketing and measurable ROI

For Customer Service / Experience leaders responsible for customer experience

For IT directors and digital transformation leaders planning CRM and marketing automation implementations

For companies that want to better align business strategy with technology and achieve measurable implementation results

AGENDA

8:30-9:00 | Breakfast and coffee

    • Open discussions with Salesforce and Cloudity experts 

    • Identifying key business challenges among participants

9:00-9:10 | Opening and context of the discussions

Why do winning companies know how to translate strategy into technology?

    • Why digital transformation has become a requirement for growth, not an option

    • How technology impacts revenue, margin, and operational efficiency

    • AI as a strategic decision support tool, not a tech experiment

9:10-9:45 | Strategy & System

Strategy first, tools second – how not to reverse this order?

    • How to define business goals and KPIs before selecting a system

    • How to prepare the organization for technology implementation (processes, roles, and responsibilities)

    • The most common implementation mistakes and what to avoid to prevent the project from becoming a costly experiment

9:45-10:10 |

Live demo. How CRM tools execute strategy in practice?

More than just a contact database – how CRM becomes the decision-making center of an organization?

    • How CRM structures the sales process and increases revenue predictability

    • How to measure the efficiency of team performance

    • How CRM data supports the board’s strategic decisions

10:10–10:20 | Break

Time for questions, networking, and individual consultations

10:20–10:50 |

Live demo. How marketing automation tools execute strategy in practice?

From campaigns to 1:1 personalization – data-driven marketing

    • How to build a consistent customer experience across multiple channels

    • How to measure marketing’s real impact on sales

    • How to leverage data and AI for communication personalization

10:50–11:10 |

Live demo. How customer service tools execute strategy in practice?

Customer Experience as a competitive advantage

    • How CRM shortens service time and improves customer service quality

    • How to connect sales and service data into a single customer view

    • The human face of technology – how to use AI to build relationships, not replace them

11:10–11:30 | Summary: how to do it right?

Effective implementation framework – from vision to results

    • Key elements of a successful transformation project

    • How to combine strategy, technology, and change management

    • How to plan the next steps within your organization

11:30–12:00 | Q&A and discussion on participants' challenges

Your goals, your barriers, concrete answers

REGISTER NOW

AGENDA

8:30-9:00 | Breakfast and coffee

  • Open discussions with Salesforce and Cloudity experts 

  • Identifying key business challenges among participants

9:00-9:30 | Opening and context of the discussions

Why do winning companies know how to translate strategy into technology?

  • Why digital transformation has become a requirement for growth, not an option

  • How technology impacts revenue, margin, and operational efficiency

  • AI as a strategic decision support tool, not a tech experiment

9:10-9:45 | Strategy & System

Strategy first, tools second – how not to reverse this order?

  • How to define business goals and KPIs before selecting a system

  • How to prepare the organization for technology implementation (processes, roles, and responsibilities)

  • The most common implementation mistakes and what to avoid to prevent the project from becoming a costly experiment

9:45-10:10 | Live demo. How CRM tools execute strategy in practice?

More than just a contact database – how CRM becomes the decision-making center of an organization?
 
  • How CRM structures the sales process and increases revenue predictability

  • How to measure the efficiency of team performance

  • How CRM data supports the board’s strategic decisions

10:10–10:20 | Break

Time for questions, networking, and individual consultations

10:20–10:50 | Live demo. How marketing automation tools execute strategy in practice?

From campaigns to 1:1 personalization – data-driven marketing

  • How to build a consistent customer experience across multiple channels

  • How to measure marketing’s real impact on sales

  • How to leverage data and AI for communication personalization

10:50–11:10 | Live demo. How customer service tools execute strategy in practice?

Customer Experience as a competitive advantage

  • How CRM shortens service time and improves customer service quality

  • How to connect sales and service data into a single customer view

  • The human face of technology – how to use AI to build relationships, not replace them

11:10–11:30 | Summary: how to do it right?

Effective implementation framework – from vision to results

  • Key elements of a successful transformation project

  • How to combine strategy, technology, and change management

  • How to plan the next steps within your organization

11:30–12:00 | Q&A and discussion on participants' challenges

Your goals, your barriers, concrete answers

AGENDA

AGENDA

8:30-9:00 | Śniadanie i kawa

  • Otwarte rozmowy z ekspertami Salesforce i Cloudity  
  • Identyfikacja kluczowych wyzwań biznesowych wśród uczestników 

9:00-9:30 | Otwarcie i kontekst rozmów

Dlaczego dziś wygrywają firmy, które potrafią przełożyć strategię na technologię? 

  • Dlaczego digitalizacja stała się warunkiem wzrostu, a nie opcją 
  • Jak technologia wpływa na przychody, marżę i efektywność operacyjną 
  • AI to dziś wsparcie decyzji strategicznych, nie eksperyment technologiczny 

9:10-9:45 | Strategia & System

Najpierw kierunek, potem narzędzie – jak nie odwrócić tej kolejności? 

  • Jak zdefiniować cele biznesowe i KPI przed wyborem systemu 
  • Jak przygotować organizację na wdrożenie technologii (procesy, role i odpowiedzialność) 
  • Najczęstsze błędy wdrożeniowe oraz czego unikać, żeby wdrożenie nie stało się kosztownym eksperymentem 

9:45-10:10 | Live demo. Jak narzędzia CRM realizują strategię w praktyce?

Więcej niż baza kontaktów – jak CRM staje się centrum decyzyjnym organizacji? 
 
  • Jak dzięki CRM uporządkować proces sprzedaży i zwiększyć przewidywalność przychodów
  • Jak mierzyć efektywność pracy zespołów
  • Jak dane w CRM wspierają decyzje strategiczne zarządu

10:10–10:20 | Przerwa

Czas na pytania, rozmowy i indywidualne konsultacje

10:20–10:50 | Live demo. Jak narzędzia marketing automation realizują strategię w praktyce?

Od kampanii do personalizacji 1:1 – marketing oparty na danych 

  • Jak budować spójne doświadczenie klienta w wielu kanałach 
  • Jak mierzyć realny wpływ marketingu na sprzedaż 
  • Jak wykorzystać dane i AI do personalizacji komunikacji 

10:50–11:10 | Live demo. Jak narzędzia customer service realizują strategię w praktyce?

Customer Experience jako przewaga konkurencyjna 

  • Jak dzięki CRM skrócić czas i podnieść jakość obsługi
  • Jak połączyć dane sprzedażowe i serwisowe w jednym widoku klienta
  • Ludzka twarz technologii – jak używać AI do budowania, a nie zastępowania relacji

11:10–11:30 | Podsumowanie: jak zrobić to dobrze?

Framework skutecznego wdrożenia – od wizji do rezultatu

  • Kluczowe elementy udanego projektu transformacyjnego
  • Jak połączyć strategię, technologię i change management
  • Jak zaplanować kolejne kroki w swojej organizacji

11:30–12:00 | Q&A i rozmowa o wyzwaniach uczestników

Wasze cele, Wasze bariery, konkretne odpowiedzi

Why is it worth attending?

  • Invited experts have been observing market changes and companies’ needs for years;

  • The knowledge we share is backed by extensive practical experience;

  • You will learn how to adopt a holistic approach to customer relations, increase revenue, and build a competitive advantage;

  • You will exchange experiences with other participants and establish business contacts.

Additionally, you can book a free consultation session with our specialist, who will advise you on implementing solutions that support your business processes and help develop a strategy to maximize ROI from marketing automation and CRM tools in your organization.

Our experts

JOIN US IN VILNIUS!

Attendance is free.

Available seats: 30

Fill out the form and register for the guest list.