Certinia Customer Success Cloud

6.2easy start · #7 of 24
in Customer Success Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

Certinia Customer Success Cloud is ranked #7 of 24 in customer success software on The Geeks Club. It runs on API, Web. There is no free plan.

Compared on customer success software

Free plan: No
Health scoring: Yes
Onboarding workflows: Yes
Renewal tracking: Yes
Success playbooks: Yes
Customer portal: Yes

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The record

Purpose: Customer Success Cloud unifies sales, success, services, and support on Salesforce to deliver a connected customer experience.
Customer journey: It connects customer activity across the lifecycle so teams can align what was sold, delivered, and realized.
AI tools: Veda includes a Customer Success Agent, account analytics, health summaries, and predictive risk and expansion signals.
Success plans: Customer success plans can be generated to align with customer objectives and sales context.
Playbooks: Playbooks trigger recommended actions based on lifecycle signals.
Customer collaboration: The product gives customers visibility into goals, progress, and value.
Salesforce platform: Certinia describes Customer Success Cloud as natively built on Salesforce.
Integrations: Certinia says Customer Success Cloud unifies sales, success, services, and support on a single Salesforce platform.
Security: Certinia maintains SOC 1 Type II, SOC 2 Type II, and SOC 3 attestations; access to SOC 1 and SOC 2 reports requires contacting an account executive.
HIPAA: Certinia says it supports customers' HIPAA compliance, and customers using its applications with electronic protected health information must sign a business associate addendum.
Support: Certinia lists Standard, Premier, and Elite success plans; Standard support is 12×5, while Premier and Elite include 24×7 support for P1 and P2 issues.
Support limits: The listed plans include 5, 10, and 25 support users respectively, and the Elite plan has eligibility requirements.
Audience: Certinia describes the product as helping customer success teams manage customer value, retention, and growth across the customer lifecycle.
Customer success plans: It generates customer success plans aligned with customer objectives and sales context.

Where it ranks on The Geeks Club

Best Customer Success Software in 2026#7 of 24

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Sources

certinia.com/solutions/customer-success-cloud/· checked 30 Sept 2026
certinia.com/request-a-demo· checked 30 Sept 2026
certinia.com/about-us/trust/security-program/· checked 30 Sept 2026
certinia.com/support-services/success-plans/· checked 30 Sept 2026
certinia.com/about-us/trust/· checked 30 Sept 2026
certinia.com/support-services/support/· checked 30 Sept 2026