- Introduction
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Introduction
- Resources
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Systems & Set-Up Checklist 0 Std. 30 Min.
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ACE | CSM Central 0 Std. 10 Min.
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Tips for Early Success Video 0 Std. 10 Min.
Customer Success Manager Resources
Kurs 2 von 11 in Agreement Cloud Expert | CSM Bronze
In this course you will review the essential Resources for all new Customer Success Managers.
INSTRUCTIONS:
This course contains the main resources you need as a new Customer Success Manager. These resources include:
- A Systems & Setup Checklist
- Link to CSM Central
- Tips for Early Success
- Instructions for eSignature Admin Access
- Customer Meeting Checklist