Customer Success Cloud

Unlock deeper customer insights and analytics excellence

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.

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Orchestrate customer success best-practices across the entire enterprise

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Creating healthy customer relationships guarantees future business

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Customer Success Cloud

Customer insights and analytics

Get a complete view of every customer’s journey

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

Leverage customer insights 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.

Stakeholder engagement

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 for Salesforce

A single source of certainty

Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.

See the Salesforce-native advantages