Agreement Cloud Expert | Technical Customer Success Manager: Bronze CLM

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.

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Agreement Cloud Expert | Technical Customer Success Manager | Bronze CLM

WELCOME to the Technical Customer Success Manager BRONZE CLM 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 and your mentor as you progress. They can contextualize the content and ensure you understand how to apply your learnings. Click the REGISTER button to begin!

If you have questions, reach out to your manager or message the Slack Channel #ace-medaling-cs-feedback

TCSM Day 1 - Setup and Overview
KOSTENLOS
Creating a CLM Test Account (Work with mentor to have Console access first)
**You must work with your mentor to get access to the Console BEFORE taking this course**
KOSTENLOS
DocuSign CLM: Administration (Recorded)
Learn how to administer a CLM account including access levels, groups, users, folders, and documents.
KOSTENLOS
421 Min.
Self-paced Free for all Administrator English Deep Dive CLM Prepare
Exam: DocuSign CLM Administration Specialist
Pass this exam to earn the DocuSign CLM Administration Specialist credential and badge.
KOSTENLOS
50 Min.
Free for all Administrator English CLM Exam Act
DocuSign CLM: Build Workflows (Recorded)
Learn how to automate contract lifecycle management using DocuSign CLM to build workflows.
KOSTENLOS
436 Min.
Self-paced Free for all English Deep Dive CLM Act CLM Workflow Builder
DocuSign CLM: Integrate Workflows with Salesforce (Recorded)
Learn how to use DocuSign CLM to build workflows integrated with Salesforce.
KOSTENLOS
237 Min.
Self-paced Free for all English Deep Dive CLM Act CLM Workflow Builder
DocuSign CLM: CS PSO Tool
Learn how to use the PSO Tool to troubleshoot customer issues.
KOSTENLOS
GS ESS Dashboard Basics
KOSTENLOS
DocuSign CLM: Implement Advanced Workflows with Salesforce (Recorded)
Learn how to build and implement advanced workflows using DocuSign CLM and Salesforce.
KOSTENLOS
287 Min.
Self-paced Free for all Administrator English Deep Dive CLM Act
Exam: DocuSign CLM Workflow Specialist
Pass this exam to earn the DocuSign CLM Workflow Specialist credential and badge.
KOSTENLOS
50 Min.
Free for all English CLM Exam Act CLM Workflow Builder
CLM Integrations
KOSTENLOS
2 Std. 10 Min.
DocuSign CLM Essentials: Introduction
Learn about the features of CLM Essentials and navigate through the user interface, including the integration with Salesforce.
KOSTENLOS
30 Min.
Self-paced Free for all Administrator English End User Prepare CLM Essentials
DocuSign CLM Essentials with Salesforce: Configure CLM Essentials with Salesforce
Learn how to set up the integration between your CLM Essentials account and your Salesforce organization.
KOSTENLOS
20 Min.
Self-paced Free for all Administrator English Prepare CLM Essentials
DocuSign CLM Essentials: Manage the Process Builder and Admin Settings
Learn how to manage and view administrative settings in CLM Essentials.
KOSTENLOS
30 Min.
Self-paced Free for all Administrator English Prepare CLM Essentials
DocuSign CLM Essentials: Build a Workflow
Learn how to create a workflow using the built-in process steps.
KOSTENLOS
20 Min.
Self-paced Free for all Administrator English Prepare CLM Essentials
Exam: DocuSign CLM Essentials Administration Specialist
Pass this exam to earn the DocuSign CLM Essentials Administration Specialist badge.
KOSTENLOS
50 Min.
Free for all Administrator English Exam Act CLM Essentials
Support Case Management
KOSTENLOS
TCSM Role Responsibilities
KOSTENLOS
TCSM Support Resources
KOSTENLOS
TCSM Account Management
KOSTENLOS