Customer Success Manager Processes

Kurs 4 von 11 in Agreement Cloud Expert | CSM Bronze

Customer Success Manager Processes

Über diesen Kurs

INSTRUCTIONS:

This course contains the specific Processes used by the Customer Success Management team. These Processes include:

Account Team Orchestration
Gainsight Executive Summary
Customer Success Plan
Customer Success Project Details within Salesforce
Critical Situation Management Process
Building Relationships within a Company
Contract Structures & Pricing Strategies
Engaging with Legal
Use Case Data for Customer Success

Studienplan8 Std. 53 Min.

Introduction
Introduction
Weeks 1 and 2
Account Team Orchestration 1 Std. 0 Min.
Example Discovery Call - Enterprise 0 Std. 48 Min.
Example Discovery Call - Commercial 1 Std. 0 Min.
Customer Success Planning Session Example 1 Std. 40 Min.
First 30 Days
Use Case Data - Customer Success 0 Std. 20 Min.
Critical Situation Management Process 0 Std. 15 Min.
Critical Situation Management Process Job Aid 0 Std. 10 Min.
Critical Situation Management Process Certification 0 Std. 5 Min.
Contract Structures & Pricing Strategies 1 Std. 0 Min.
Contract Navigation for CSMs 0 Std. 25 Min.
First 60 Days
Churn | ACE 0 Std. 30 Min.
Understanding Inflation 0 Std. 30 Min.
Engaging Legal Video 0 Std. 45 Min.
Leveraging Global Customer Support
Salesforce Reporting for DocuSign University 0 Std. 5 Min.
NET NEW: Activity Tracking for CSMs 0 Std. 20 Min.

Über diesen Kurs

INSTRUCTIONS:

This course contains the specific Processes used by the Customer Success Management team. These Processes include:

Account Team Orchestration
Gainsight Executive Summary
Customer Success Plan
Customer Success Project Details within Salesforce
Critical Situation Management Process
Building Relationships within a Company
Contract Structures & Pricing Strategies
Engaging with Legal
Use Case Data for Customer Success

Studienplan8 Std. 53 Min.

Introduction
Introduction
Weeks 1 and 2
Account Team Orchestration 1 Std. 0 Min.
Example Discovery Call - Enterprise 0 Std. 48 Min.
Example Discovery Call - Commercial 1 Std. 0 Min.
Customer Success Planning Session Example 1 Std. 40 Min.
First 30 Days
Use Case Data - Customer Success 0 Std. 20 Min.
Critical Situation Management Process 0 Std. 15 Min.
Critical Situation Management Process Job Aid 0 Std. 10 Min.
Critical Situation Management Process Certification 0 Std. 5 Min.
Contract Structures & Pricing Strategies 1 Std. 0 Min.
Contract Navigation for CSMs 0 Std. 25 Min.
First 60 Days
Churn | ACE 0 Std. 30 Min.
Understanding Inflation 0 Std. 30 Min.
Engaging Legal Video 0 Std. 45 Min.
Leveraging Global Customer Support
Salesforce Reporting for DocuSign University 0 Std. 5 Min.
NET NEW: Activity Tracking for CSMs 0 Std. 20 Min.