
Agreement Cloud Expert | CSM Bronze
The goal of Bronze status is to give you foundational understanding of our Go-To-Market strategy, Product Solutions and the DocuSign Process to interact with our prospects and customers.
Agreement Cloud Expert | Customer Success Manager | Bronze
WELCOME to the Customer Success Manager BRONZE Certification Program!
The goal of Bronze medal status is to give you a foundational understanding of our Go-To-Market strategy, Product Solutions and the DocuSign Process to interact with our prospects and customers.
YOUR goal is to finish this path by completing all e-learning and certification exercises. Work with your manager as you progress. They can contextualize the content and ensure you understand how to apply your learnings. Click the Start Here button to begin!
If you have questions, reach out to your manager or message the Slack Channel #ace-medaling-cs-feedback
Bronze Customer Success Manager Certification Instructions
In this course you will learn how to engage in and complete your Bronze Certification (CSM Only).
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Customer Success Manager Resources
In this course you will review the essential Resources for all new Customer Success Managers.
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0 Std. 50 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.
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7 Std. 50 Min.
Customer Success Manager Processes
Customer Success Manager Processes
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8 Std. 53 Min.
Customer Success Manager Success Planning for Growth
In this course you will learn how to identify the strategies to employ that will drive the customer conversation forward while maintaining an emphasis on value.
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Customer Success Manager Required Actions
In this course you will work on Customer Success Manager Required Actions to apply your Bronze learning.
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18 Std. 16 Min.
Customer Success Manager Bronze Onboarding Partner Program
In this course you will review the program details of the Customer Success Manager Bronze Onboarding Partner Program.
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DocuSign eSignature 101
In this course you will get a high level overview of DocuSign eSignature to help strengthen your product knowledge.
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30 Min.
DocuSign CLM Family 101
In this course you will get a high level overview of CLM to help strengthen your product knowledge.
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30 Min.
Exam: DocuSign eSignature Administration Specialist
Pass this exam to earn the DocuSign eSignature Administration Specialist credential and badge.
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Exam: DocuSign eSignature Template Specialist
Pass this exam to earn the DocuSign eSignature Template Specialist credential and badge.
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