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Customer success managers identify and mitigate churn risks using Certinia PSA's customer success tool
Stuck in Reactive Mode?

Assess your Customer Success maturity today

Take the self-assessment for services organizations to identify your current maturity stage and build the playbook to move from tactical to strategic CS.
Download the Self-Assessment

In this guide, you'll learn:

  • The 5 Stages of Customer Success Maturity—from siloed to predictive, and where your team fits
  • How to identify if you are operating at Stage 1 or 2
  • Why connecting delivery, billing, and engagement data is the foundation for all progress (and doesn't require doubling headcount!)
  • How to leverage predictive analytics to surface churn risks and upsell potential before they become fire drills

Discover the power of Salesforce-native PSA solutions

Certinia PS Cloud helps services businesses optimize resources, automate estimates, and improve delivery predictability

Professional Services Cloud

A single source of truth for services businesses. Optimize resources, automate estimates, and bring predictability to every aspect of delivery.
Services leader achieves higher resource utilization and 360-degree visibility into customer journey with Certinia

Customer Success Cloud

Wow customers and improve renewal rates with customer success playbooks and actionable insights—all on the leading CRM platform, Salesforce.
Finance leader gains better financial visibility with Certinia Revenue Management software

Financial Management Cloud

Simplify and streamline your services financials from invoicing and billing to bookings and backlog. Turn financial data into actionable customer insights that drive growth.