- Introduction
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Introduction
- Weeks 1 and 2
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Getting Started with ACE 0 Std. 30 Min.
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ACE System Walkthrough 1 Std. 0 Min.
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Salesforce Essentials 0 Std. 30 Min.
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How to Read a Salesforce Account for CSMs 0 Std. 30 Min.
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Chatter Essentials 0 Std. 30 Min.
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Gainsight for CSMs 1 Std. 0 Min.
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Xactly Overview Video 0 Std. 5 Min.
- First 30 Days
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Insights Overview Video 0 Std. 45 Min.
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Tableau CSM Enablement 1 Std. 0 Min.
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Tableau CSM Enablement - Portuguese Translated 1 Std. 0 Min.
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LinkedIn Sales Navigator 1 Std. 0 Min.
Customer Success Manager Systems & Tools
In this course you will learn about the different Systems and Tools specific to the responsibilities of Customer Success Managers.
INSTRUCTIONS:
This course contains the specific Systems and Tools you will need to understand and utilize to perform your day-to-day Customer Success Manager responsibilities. These Systems and Tools include:
- How to Read a Salesforce Account
- Gainsight
- Adoption Index
- Insights
- DAC Business Case Builder
- DocuSign Customer Learning and Enablement