Customer Success Segment Manager | Weeks 1, 2, and 3

Kurs 1 von 15 in Agreement Cloud Expert | Customer Success Segment Manager Bronze

Customer Success Segment Managers should complete this course within their first 2 weeks on the job.

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Über diesen Kurs

 

INSTRUCTIONS: 

Customer Success Segment Managers should complete this course within their first 3 weeks on the job.

Studienplan13 Std. 35 Min.

  • Introduction
  • Introduction
  • Role Overview 0 Std. 20 Min.
  • Resources
  • Systems & Set-Up Checklist 0 Std. 30 Min.
  • ACE | CSM Central 0 Std. 15 Min.
  • Tips for Early Success Video 0 Std. 10 Min.
  • Instructions for eSignature Admin Consoles Access 0 Std. 10 Min.
  • CS Roles and Responsibilities 0 Std. 10 Min.
  • Systems and Tools
  • Getting Started with ACE 0 Std. 30 Min.
  • ACE System Walkthrough 1 Std. 0 Min.
  • Salesforce Essentials 0 Std. 30 Min.
  • How to Read a Salesforce Account for CSMs 0 Std. 30 Min.
  • Chatter Essentials 0 Std. 30 Min.
  • Gainsight for CSMs 1 Std. 0 Min.
  • Gainsight Best Practices 1 Std. 0 Min.
  • Xactly Overivew Video 0 Std. 5 Min.
  • Processes
  • Account Orchestration 1 Std. 0 Min.
  • Customer Success Planning Session Example 1 Std. 40 Min.
  • Analytics
  • Qlik 101 0 Std. 30 Min.
  • Rapid Response Dashboard 1 Std. 0 Min.
  • CSM Business Review Dashboard 0 Std. 45 Min.

    CLICK HERE to access the User Guide

  • CS Analytics Dashboard Matrix 0 Std. 10 Min.
  • At Scale Team
  • At Scale Team Overview
  • Campaigns Overview 0 Std. 15 Min.
  • eSign End User Audience Playbook 0 Std. 30 Min.
  • eSign Geo Direct Admins Audience Playbook 0 Std. 30 Min.
  • DAC CLM Admin Audience Playbook 0 Std. 30 Min.
  • Adoption Consulting Highlight Reel 0 Std. 5 Min.
  • Adoption Services | Shield the Field | ACE Content

Über diesen Kurs

 

INSTRUCTIONS: 

Customer Success Segment Managers should complete this course within their first 3 weeks on the job.

Studienplan13 Std. 35 Min.

  • Introduction
  • Introduction
  • Role Overview 0 Std. 20 Min.
  • Resources
  • Systems & Set-Up Checklist 0 Std. 30 Min.
  • ACE | CSM Central 0 Std. 15 Min.
  • Tips for Early Success Video 0 Std. 10 Min.
  • Instructions for eSignature Admin Consoles Access 0 Std. 10 Min.
  • CS Roles and Responsibilities 0 Std. 10 Min.
  • Systems and Tools
  • Getting Started with ACE 0 Std. 30 Min.
  • ACE System Walkthrough 1 Std. 0 Min.
  • Salesforce Essentials 0 Std. 30 Min.
  • How to Read a Salesforce Account for CSMs 0 Std. 30 Min.
  • Chatter Essentials 0 Std. 30 Min.
  • Gainsight for CSMs 1 Std. 0 Min.
  • Gainsight Best Practices 1 Std. 0 Min.
  • Xactly Overivew Video 0 Std. 5 Min.
  • Processes
  • Account Orchestration 1 Std. 0 Min.
  • Customer Success Planning Session Example 1 Std. 40 Min.
  • Analytics
  • Qlik 101 0 Std. 30 Min.
  • Rapid Response Dashboard 1 Std. 0 Min.
  • CSM Business Review Dashboard 0 Std. 45 Min.

    CLICK HERE to access the User Guide

  • CS Analytics Dashboard Matrix 0 Std. 10 Min.
  • At Scale Team
  • At Scale Team Overview
  • Campaigns Overview 0 Std. 15 Min.
  • eSign End User Audience Playbook 0 Std. 30 Min.
  • eSign Geo Direct Admins Audience Playbook 0 Std. 30 Min.
  • DAC CLM Admin Audience Playbook 0 Std. 30 Min.
  • Adoption Consulting Highlight Reel 0 Std. 5 Min.
  • Adoption Services | Shield the Field | ACE Content