Certent Customer Success
Your strategic partner in maximizing value
True success comes from expert guidance, proactive support, and continuous optimization that helps your team achieve measurable business outcomes. Our program ensures you get the right level of support tailored to your organization’s needs.
Expert guidance that maximizes value
Dedicated support at every stage of your equity program
Customer Success provides tangible benefits:
Achieve Rapid Value
Unlock Full Capabilities
Operate Proactively
Access Expert Guidance
Demonstrate ROI
Influence Product Roadmap
Support built for where you are
Customer success helps you get the most from your investment
New implementation
Get up and running fast with guided onboarding, instant answers from Max and Mary, and hands-on coordination for even the most complex rollouts — so your team starts seeing value from day one.
Continuous optimization
Keep improving as your needs evolve. insightsoftware analyzes how you use the platform, surfaces new capabilities, and pairs you with technical expertise to get more out of every advanced use case.
Strategic operations
Align your goals with the right people. insightsoftware brings together success management, product expertise, and executive sponsorship to give you comprehensive coverage and C-suite alignment.
ROI Validation
Prove the value you’re creating. insightsoftware tracks adoption, ties usage to your business processes, and delivers documented outcomes you can take straight to stakeholders.
Customer success
Helping you get the most value out of your Certent solution
Customer success manager
Customer success manager
Customer portal
Customer portal
Product support
Product support
Billing & renewal
Billing & renewal
User groups
User groups
Innovations portal
Innovations portal
Stay abreast of technology, know-how & industry best practices
We are constantly anticipating immediate and future needs of our customers, offering high-quality, cost-effective training for individuals or small groups that emphasizes practical methods for getting the most out of our software.
Instructor led training
Conducted by an insightsoftware certified instructor in an interactive, virtual environment, each session provides hands-on practical skills in a lab setting. It is an affordable, flexible solution for companies and individuals interested in learning how to fully capitalize on our products to improve operations and simplify their day-to-day tasks.
Self-service training
Our state-of-the-art training portal provides users with the opportunity to explore, expand, and strengthen their insightsoftware product skills at their own pace. Participants will follow learning paths based on the topic of their choice, with frequent knowledge checks along the way to ensure comprehension.
Frequently asked questions
What's included in my purchase?
Customer Success is included with every Certent solution at no additional cost. As your needs grow, you can add deeper, more proactive support and dedicated guidance.
Can my support grow with my organization?
Yes. You can scale your level of support anytime as your organization’s needs change. Contact your account team to discuss the options that fit you best.
How does this differ from product support?
Product Support resolves technical issues reactively. Customer Success proactively guides you toward business outcomes through strategic planning and continuous optimization.
How do I access Max & Mary?
Available 24/7 through the customer portal at Central.insightsoftware.com and within your application interface.
Can I influence the product roadmap?
Yes. Every customer can access the Innovations Portal to share feedback and vote on enhancements, and we offer customized roadmap sessions and direct input into priorities for organizations that want a closer partnership.