Certinia Customer Success (CS) Cloud

Transform how your organization approaches customer success by connecting every touchpoint across the customer journey. Built on the powerful capability originally developed in its Professional Services Cloud, CS Cloud eliminates guesswork by delivering end-to-end transparency, helping teams align efforts, drive stronger relationships, and unlock meaningful outcomes at every stage, all within the Salesforce platform.

Product Benefits

End-to-End Customer Success with Certinia CS Cloud

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Unified Customer View

As a Salesforce-native application, it provides a comprehensive, real-time perspective of the customer journey, enabling better collaboration and informed decision-making across sales, professional services, and customer support teams.
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Success Plans & Playbooks

Facilitates the creation and management of tailored success plans and playbooks, ensuring consistent application of best practices and proactive engagement to meet customer objectives.
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Enhanced Collaboration

Leverages Salesforce’s Experience Cloud to enable seamless collaboration between internal teams and customers, aligning all stakeholders on key deliverables and fostering stronger relationships.
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Resource Optimization

Integrates with Professional Services (PS) Cloud to optimize resource allocation, ensuring the right personnel are assigned to the right tasks, thereby improving efficiency and customer satisfaction.
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Real-Time Analytics

Offers embedded analytics and customizable dashboards that provide insights into customer success performance, helping teams monitor progress and make data-driven decisions.
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Early Risk Detection

Integrated with Certinia’s PS Cloud and ERP Cloud, it empowers you to identify risks early, allowing your team to act swiftly and collaboratively, preventing last-minute escalations and delivering proactive, high-impact support that drives lasting success.
managing services business

EBOOK

12 Deadly Sins of Managing a Services Business

From crafting accurate quotes to executing projects that meet quality standards and align with scope while managing evolving customer expectations, the path to services-based business success requires both strategic oversight and creative finesse.

This ebook explores the twelve most frequent—and most expensive—pitfalls that hold services organizations back, and how to avoid them.

Get the eBook

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