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. 

Discover 6 key strategies for elevating customer success. 

How mature is your customer
success strategy?

Is there a better way to run your services business? 
The short answer is: yes.

Gain a complete, coordinated picture of the entire customer lifecycle. Simplify and systematize all customer success activities to foster collaboration across your services organization and deliver outstanding customer outcomes—all with
Certinia Customer Success (CS) Cloud.

Get a complete view of every customer’s journey

Unlock a consolidated view of every customer’s journey with best-in-class customer success management 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.

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.

Show up as one team

Engage the right resources across your 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.

What does it take to be truly customer-centric?

Avoid “heroic acts of account management.”  
Achieve actionable, real-world, bottom-line business benefits.

Certinia AI is changing how global enterprises address the challenge of adopting AI into their professional services operations and customer success automation workflows. By leveraging curated datasets and closed-loop AI models, Certinia AI enables business leaders to unlock hidden customer success insights, predict trends, and make informed decisions.

Stay competitive and drive efficiency
with Salesforce-native PSA

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.

Certinia powers more than 1,400 customers in 30+ countries

Operationalize best-practice customer success services across your entire enterprise 

By better capturing customer data, we’ve boosted organizational efficiencies and saved approximately 38 hours per week. Plus, it’s brilliant having a single-entry point for various currencies.”

Beulah D’Souza,
Senior Finance Manager

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