Unlock a consolidated view of every customer’s journey with customer success software. From opportunity to renewal, and everything in between, see every touchpoint and view critical insights into customer lifetime value, cost of service, and impact of monetization efforts.
Have a plan for success
Operationalize your customer success best practices through standardized playbooks triggered off key activities on a customer’s journey. Whether it is implementation go-lives, annual renewals, or key customer role changes, know exactly what actions to take to maintain positive momentum.
Show up as one team
Engage the right resources across the organization to transform customer success into a true team effort. Identify and activate the right individuals to enable close collaboration across sales, professional services, support, and finance teams.
Certinia is native to Salesforce, sharing the same customer record, user experience, and industry leading analytics with the world’s most trusted cloud business platform. Give your teams the ability to collaborate in real-time across your entire services business and deliver truly differentiated customer outcomes.