CUSTOMER SUCCESS CLOUD
Transform the art of delivering success
into a true team effort
Utilize customer success software to organize and orchestrate the implementation of your customer success best practices end-to-end, enterprise-wide, on your customer platform of record—Salesforce.
Live Demo: Customer-centric PSA
Tuesdays at 11am PT / 2pm ET
register now
Live Demo: Business Suite
Mondays at 11am PT / 2pm ET
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Customer Success Cloud
CUSTOMER ENGAGEMENT
Get a complete view of every
customer's journey
Unlock a consolidated view of every customer's journey with customer success software. From opportunity to renewal, and everything in between, see every touchpoint and view critical insights into customer lifetime value, cost of service, and impact of monetization efforts.
SUCCESS PLAYBOOKS
Have a plan for success
Operationalize your customer success best practices through standardized playbooks triggered off key activities on a customer's journey. Whether it is implementation go-lives, annual renewals, or key customer role changes, know exactly what actions to take to maintain positive momentum.
STAKEHOLDER ENGAGEMENT
Show up as one team
Engage the right resources across the organization to transform customer success into a true team effort. Identify and activate the right individuals to enable close collaboration across sales, professional services, support, and finance teams.
Native to Salesforce
One platform, one truth
FinancialForce gives you a complete, customer-centric view of your business on the world's #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.
Explore the benefits of being native on Salesforce
