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AI-POWERED CUSTOMER SUCCESS

Turn customer success into revenue

When renewals and expansion depend on proactive success management, you need real-time visibility into customer health, adoption, and engagement across sales, services, support, and success—all on the Salesforce platform. That's where Certinia Customer Success (CS) Cloud comes in.
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Empowering 1,400+ customers

Software Improvement Group SIG logo, Certinia customer
Efficio logo
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1E logo, Certinia customer
Salesforce logo, Certinia customer

Why services leaders choose Certinia CS Cloud

​​Stop churn before it starts

  • Identify at-risk accounts from account health data across sales, services, and support.

  • Get automated alerts on risk signals. Track real-time satisfaction trends.

  • Anticipate needs with data-driven insights before renewal talks.

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​Steady customer growth

  • Spot upsell and cross-sell opportunities from adoption and usage data.

  • Unite CS and sales teams with one view of success plans and growth opportunities.

  • Drive revenue from customer success with automated opportunity creation and handoffs.

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Engage more, hire less

  • Automate routine success motions with playbooks triggered by health or lifecycle events.

  • Deploy resources strategically. Assign specialists based on unique customer needs.

  • Empower CSMs to manage more accounts. Standardize best practices across your business.

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​Complete customer intelligence

  • Make smart, swift decisions. Unify all information into real-time, actionable dashboards.

  • Align cross-functional teams. Integrate CS with Professional Services (PS) Cloud.

  • No guessing with analytics. Execute data-backed CS strategies, resource allocation, and forecasting.

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Trusted by services leaders worldwide

Check G2 Leader – Professional Services Automation
Check 700+ verified reviews

What our G2 reviewers say

Rahul L.

"A highly elaborative tool that assists you with proper planning—ensuring that project operations run smoothly. As a result, the customer has a positive experience. Also, we can track proper resource utilization and plan things well in advance."

Kiran M., Software Developer

"It is easy to use because it is built on the Salesforce Platform. It has features like managing staff, customers, projects, financials, etc., and quick customer support."

Nitin B.

"PS Cloud covers almost all the requirements a company could have to maintain a good customer relationship. Particularly, the new features added to the Time Entry recently are really great. It is very easy to use, even for a new user who is not familiar with PSA. I have implemented PSA for a few customers and it's quite simple to implement."

M. A., Software Developer

"It’s easy to use for its seamless integration with Salesforce, offering a unified project management experience. It provides real-time visibility into project performance and resource utilization. Its automation features streamline time tracking, billing, and approvals, boosting efficiency. We frequently use it and have good customer support."

Girish A., Technical Solutions Manager

"Being built on the Salesforce Platform allows seamless integration with CRM data—leading to better forecasting, opportunity-to-project alignment, and automation. It acts as a Single Source of Truth, making Sales, Services, and Finance teams work off the same data, improving collaboration and visibility."

Shiv S., Software Engineer

“It supports seamless time tracking, resource management, and project management, all within a single, scalable platform. Implementation is straightforward, and the tool adapts well as business needs grow. Customer support has been excellent, and the platform has become a core part of our daily operations.”

What if you could turn customer success into predictable revenue?

Request a demo to see how Certinia helps you:

  • Gain complete customer visibility from opportunity to renewal with a unified view of health, value, and progress across your entire portfolio
  • Identify at-risk accounts early using connected data from sales, services, support, and product adoption—so you can act before it’s too late
  • Uncover expansion opportunities by tracking adoption milestones, engagement patterns, and customer progress that signal readiness for upsell conversations
  • Scale your team’s capacity with automated playbooks and workflows that handle routine success motions without adding headcount
  • Align cross-functional teams around shared success plans and customer objectives, keeping sales, services, and support working from one source of truth

Transform reactive support into proactive growth on the Salesforce platform your teams already use.

How Certinia empowers top-performing firms

Diabsolut logo, Certinia customer
“Thanks to CS Cloud, we have improved visibility into account billing aging as part of the customer scorecard. This allows us to more accurately identify which customers are likely to have delayed invoice payments, as the data is linked to success metrics and project performance in PS Cloud. Our invoice aging time has been reduced by over 40% in the past six months, leading to better forecasting and cash flow.” 
  • Naeem Khalid
  • Vice President of Customer Success
Diabsolut

Built for every services-led industry

Certinia adapts to how you sell, deliver, and grow—whether you run consulting engagements, managed services, product-led services, hardware programs, or compliance-driven work. All on Salesforce.

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