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Certinia Customer Success Cloud
What Certinia Customer Success Cloud is
Certinia Customer Success Cloud brings sales, customer success, services, and support together on Salesforce to coordinate customer work across the lifecycle. It helps teams connect what was sold with what is delivered and the value customers realize, while linking resource management around a consistent customer experience. Teams can generate success plans from customer objectives and sales context, use playbooks that recommend actions when lifecycle signals arise, and give customers visibility into goals, progress, and value. Veda includes a Customer Success Agent, account analytics, health summaries, and predictive risk and expansion signals. The product also includes health scoring, onboarding workflows, renewal tracking, and success playbooks. Certinia describes the product as built natively on Salesforce. It is presented for customer success teams responsible for planning, execution, retention, and growth throughout the customer relationship. Pricing is on request, and the product page invites visitors to request a demo without stating a trial duration. Standard, Premier, and Elite support plans are listed; Standard is 12×5, while Premier and Elite include 24×7 coverage for P1 and P2 issues.
Who it suits
It suits customer success teams coordinating lifecycle plans, onboarding, renewals, customer value, retention, and growth. Teams already working on Salesforce may find its native Salesforce foundation relevant.
What it does well
- Connects sales, success, services, and support on Salesforce.
- Generates success plans from customer objectives and sales context.
- Playbooks recommend actions based on lifecycle signals.
- Customers can view goals, progress, and value.
- Veda includes health summaries and predictive risk and expansion signals.
What to know first
- Pricing is available on request.
- There is no free plan.
- Elite support has eligibility requirements.
Getting started
- Visit the Certinia Customer Success Cloud website.
- Request a demo through the product page.
- Choose a support plan: Standard, Premier, or Elite.
- Use the product on web or through its API.
Verdict
Choose Certinia Customer Success Cloud if your team needs Salesforce-based coordination across customer success, services, support, and sales. Its lifecycle planning, customer visibility, and Veda features support teams managing value, retention, and growth. Look elsewhere if you need a stated price or a free plan.
Questions
How much does Certinia Customer Success Cloud cost?
Pricing is on request.
Is there a free plan or trial?
There is no free plan. The product page directs visitors to request a demo and does not state a trial duration.
Which platforms does it support?
The listed platforms are web and API.
Is it built on Salesforce?
Certinia describes Customer Success Cloud as natively built on Salesforce.
What support plans are available?
Certinia lists Standard, Premier, and Elite. Standard support is 12×5; Premier and Elite include 24×7 support for P1 and P2 issues. The plans include 5, 10, and 25 support users respectively, and Elite has eligibility requirements.
What security and compliance details does Certinia provide?
Certinia maintains SOC 1 Type II, SOC 2 Type II, and SOC 3 attestations. Customers using its applications with electronic protected health information must sign a business associate addendum; access to SOC 1 and SOC 2 reports requires contacting an account executive.
Facts from Certinia Customer Success Cloud's own pages
- AI features
- Veda AI includes a Customer Success Agent, account analytics, health summaries, and predictive risk and expansion signals. · certinia.com, 30 Sept 2026
- AI tools
- Veda includes a Customer Success Agent, account analytics, health summaries, and predictive risk and expansion signals. · certinia.com, 30 Sept 2026
- Audience
- Certinia describes the product as helping customer success teams manage customer value, retention, and growth across the customer lifecycle. · certinia.com, 30 Sept 2026
- Critical support
- Premier and Elite customers receive continuous 24/7 critical support, including during regional holidays. · certinia.com, 30 Sept 2026
- Customer collaboration
- The product gives customers visibility into goals, progress, and value. · certinia.com, 30 Sept 2026
- Customer journey
- It connects customer activity across the lifecycle so teams can align what was sold, delivered, and realized. · certinia.com, 30 Sept 2026
- Customer success plans
- It generates customer success plans aligned with customer objectives and sales context. · certinia.com, 30 Sept 2026
- Founded
- 2009 · certinia.com, 28 Sept 2026
- Headquarters
- Austin, Texas, USA · certinia.com, 28 Sept 2026
- HIPAA
- Certinia says it supports customers' HIPAA compliance, and customers using its applications with electronic protected health information must sign a business associate addendum. · certinia.com, 30 Sept 2026
- Integrations
- Certinia says Customer Success Cloud unifies sales, success, services, and support on a single Salesforce platform. · certinia.com, 30 Sept 2026
- Intended users
- The product is presented for teams managing customer success across lifecycle planning, execution, and value realization. · certinia.com, 30 Sept 2026
- Platform
- Certinia says its products are built natively on the Salesforce platform. · certinia.com, 30 Sept 2026
- Playbooks
- Playbooks trigger recommended actions based on lifecycle signals. · certinia.com, 30 Sept 2026
- Pricing and trial
- The product page directs visitors to request a demo; it does not state a price or trial duration. · certinia.com, 30 Sept 2026
- Purpose
- Customer Success Cloud unifies sales, success, services, and support on Salesforce to deliver a connected customer experience. · certinia.com, 30 Sept 2026
- Resource management
- It connects resource management to help align teams around a consistent customer experience. · certinia.com, 30 Sept 2026
- Salesforce platform
- Certinia describes Customer Success Cloud as natively built on Salesforce. · certinia.com, 30 Sept 2026
- Security
- Certinia describes an Information Security Program covering security, availability, and application processing integrity, and provides access to security reports including SOC 3. · certinia.com, 30 Sept 2026
- Success plans
- Customer success plans can be generated to align with customer objectives and sales context. · certinia.com, 30 Sept 2026
- Support
- Support options include 24/7 digital self-service, peer support, and expert-assisted support. · certinia.com, 30 Sept 2026
- Support limits
- The listed plans include 5, 10, and 25 support users respectively, and the Elite plan has eligibility requirements. · certinia.com, 30 Sept 2026
Where Certinia Customer Success Cloud stands on Freedom251
- Customer Success Software#9 of 24