AI is changing how customer organizations understand needs, make decisions, and create value. The opportunity is to connect signals across the customer journey, identify risks and opportunities earlier, and turn insight into coordinated action.
Hosted by Salesforce in Toronto, the SuccessLab Executive Forum brings together Customer, Product, Revenue, Operations, and AI leaders for a candid exchange of practical experience and ideas.
The central question:
How do we use AI and customer signals to improve customer experience, accelerate value realization, strengthen retention, and unlock growth?
What We Will Explore
- Connecting signals across the customer journey
- Turning insights into timely, coordinated action
- Identifying customer needs, risks, and opportunities earlier
- Combining AI and human expertise to improve experience, value, retention, and growth
Why Attend
- Gain practical insights from experienced leaders
- Learn how peers connect signals, decisions, and outcomes
- Explore how AI is reshaping customer leadership and operating models
- Exchange ideas and build relationships with fellow leaders
Event Agenda
3:30–5:00 PM | Pre-Forum Roundtable Workshop
Maximize Recurring Revenue through Recurring Impact
Alia Pirani, Winning by Design and Omid Razavi, SuccessLab
5:00–5:30 PM | Forum Arrival and Networking
5:30–5:45 PM | The Customer Leadership Imperative
Omid Razavi, SuccessLab
5:45–6:00 PM | From Signals to Outcomes at Informatica
Pattabhi Raman, Informatica
6:00–6:15 PM | NY Moment Takeaways and the Toronto CS Community
Andrea Bumstead, CS Impact and Emma Lo, CS in Focus
6:15–6:25 PM | Roundtable Readout: Recurring Impact and Revenue Takeaways
Alia Pirani, Winning by Design et al.
6:25–7:15 PM | Executive Panel: Connecting Signals, Decisions, and Outcomes
With Elaine Cobb, PointClickCare; Husain Khan, Workato; Rob Kravitz, Salesforce; Bala Subramanian, AWS; Alexis Zamkow, IBM
Moderated by Omid Razavi, SuccessLab
7:15 PM onward | Networking Reception and Dinner
A candid, peer-led forum for leaders using AI to turn customer signals into action, value, and growth.
Hosted by Salesforce, organized by SuccessLab in partnership with Rocketlane and Winning by Design . 
