CONNECT YOUR CUSTOMER JOURNEY
Give your success teams the full context to act
Stop letting disconnected tools hurt your customer relationships. Connect your project updates, success metrics, and revenue workflows on a single record to keep your clients happy.
Trusted by over 1400 customers
Is a hidden context gap slowing down your success managers?
When your customer data is separate from your project delivery tools, your teams can’t see risks early. Ask yourself if your current system truly helps your business grow.
- Do your success managers know exactly when a project delivery hits a delay?
- Can you easily see which clients are likely to fall behind on their invoices?
- Does it take your team weeks to agree on a single view of client data?
- Are you wasting valuable time manually copying client info across different apps?
Certinia CS Cloud unifies, connects, and accelerates your business
The end-to-end connected customer success solution.
Full visibility into customer health
CS Cloud unifies customer health, onboarding, account risks, and expansion opportunities into a single, real-time view.
Alignment across customer-facing teams
Connect sales, delivery, finance, and customer success teams through a shared customer record and a single, unified view of data.
Proactive customer retention
Leverage customer health scoring and risk indicators to identify at-risk accounts early and take action before churn occurs.
Build on best practices
Accelerate customer success with built in playbooks, workflows, and templates designed around scalable industry best practices.
Full visibility into customer health
CS Cloud unifies customer health, onboarding, account risks, and expansion opportunities into a single, real-time view.
Alignment across customer-facing teams
Connect sales, delivery, finance, and customer success teams through a shared customer record and a single, unified view of data.
Proactive customer retention
Leverage customer health scoring and risk indicators to identify at-risk accounts early and take action before churn occurs.
Build on best practices
Accelerate customer success with built in playbooks, workflows, and templates designed around scalable industry best practices.
Proven results for global services teams
0
%
customer renewal rate achieved by businesses using our success solution
0
%
reduction in invoice aging time over six months by connecting success to finance
0
+
point increase in customer net promoter scores through better visibility
Orchestrate your connected services journey with Certinia solutions
Certinia is the leading global provider of AI-powered solutions for professional services—unifying sales, delivery, finance, and customer success on a single record to act with certainty across the entire services journey. Discover how our native architecture eliminates the manual tax and empowers your teams to achieve true outcome orchestration.
"Our biggest challenges were intimately tied together and focused on information management around our customer journey… We now have everything about the project—status, billability, and invoicing—available at a glance, so whether planning conversations with clients or dealing with potential escalations, we’re able to be much more nimble."
— Naeem Khalid, Vice President of Customer Success, Diabsolut