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Customer Success Management Fundamentals

Customer Success Management Fundamentals

58mBeginner2020-05-14

Authors

PracticalCSM

PracticalCSM

Training, Certification, and CPD for the Customer Success Profession

Course details

New to customer success management (CSM)? This course can help you get up to speed with the fundamentals. This course address what CSM is and why it's important; what types of situations CSM applies to; and how CSM can help increase a company’s sales revenues and profitability. The course then reviews the 14 tenets (or guiding principles) of customer success. Collectively, these tenets outline the role of the CSM in ensuring that customer success occurs and that its benefits are realized by both the CSM's own company and its customers. This course can be taken on its own as an introduction to the topic, or as one in a series of courses from PracticalCSM.com that build upon each other to cover the entirety of CSM best practices in greater detail.

Skills covered

Customer Service ManagementCustomer ServiceOne-Off

Concepts

1. Introduction to Customer Success Management

  • 01 - Customer success management fundamentals
  • 02 - What is customer success management
  • 03 - How does customer success work
  • 04 - Customer success and different business models
  • 05 - Customer success and land and expand sales motions
  • 06 - Customer success and customer lifetime value (CLV), part 1
  • 07 - Customer success and customer lifetime value (CLV), part 2

2. The 14 Tenets of Customer Success

  • 08 - 14 tenets of customer success, part 1
  • 09 - 14 tenets of customer success, part 2
  • 10 - 14 tenets of customer success, part 3
  • 11 - 14 tenets of customer success, part 4
  • 12 - 14 tenets of customer success, part 5

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