formerly FinancialForce
formerly FinancialForce
Customer success cloud
Improve customer satisfaction and renewal rates by orchestrating the implementation of your customer success best practices end-to-end, enterprise-wide, on your customer platform of record—Salesforce.
Live Demo: Customer-centric PSA
Tuesdays at 11am PT / 2pm ET
Live Demo: Business Suite
Mondays at 11am PT / 2pm ET
Customer engagement
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.
Success playbooks
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.
A single source of certainty
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.
