Certinia Customer 
Success Cloud

Certinia Customer Success Cloud is the comprehensive solution for managing customer success across the entire customer journey.

Ladd Partners is proud to have been selected as an early Certinia Customer Success Cloud partner, recognized for our proven expertise in driving successful implementations and adoption. Leveraging our deep knowledge of Salesforce, Certinia modules, and critical business processes, we bring best practices to your entire business—from Lead to Renewal.

Customer Success Cloud Key Benefits

Drillable Customer Health

Comprehensive health insights tailored to your team, from usage trends to evaluations and beyond.

Outcome Driven Success Plans

Build trust and make value visible to your customers by aligning on customer goals with tailored success plans for consistent, proactive customer engagement.

Specialized Playbooks

We help you generate and tailor dynamic playbooks that eliminate guesswork and assumed knowledge, ensuring your system helps drive best practices.

Collaboration & Visibility Across Teams

Create cross-team harmony with one, unified platform at every step of your customer's journey and anticipate your customer's needs.

Enable Automation & Scalability

Repeatable best practices for all types of accounts, low-touch and high-touch, allowing your team to scale confidently without sacrificing quality.

Actionable Insights & Analytics

Dashboards with real-time reports, trigger playbooks based on real-time customer activities, and drill down into key data with the power of Salesforce Analytics.