SECTIONSSuccess Operations
Certinia Success Operations enables your customer success leaders and teams to efficiently manage customer relationships and drive successful outcomes. With tools like the Team Manager, it supports collaboration across portfolios within the CS Cloud, providing clear visibility into team responsibilities and account assignments. Additionally, the capability includes features to monitor customer success performance, such as the CSM embedded dashboard and Customer Health Score Dashboard, along with the CSM workspace and reporting functionalities. It also offers Guided Success features like template creation and management, enhancing the ability to guide success strategies effectively.