Technical Customer Success Manager | CLM

Kurs 7 von 10 in (LEGACY) Agreement Cloud Expert | Technical Customer Success Manager: Bronze CLM

In this course you will deepen your product knowledge on DocuSign CLM

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Über diesen Kurs

 

 

DESCRIPTION:

Be more proficient in understanding how DocuSign CLM extends DocuSign's ability to prepare, act on, and manage documents through organizations' systems of agreement. 

CLM Topics include:

  • CLM Basics for both .CM and .DS versions
  • Practice Activities
  • Workflow Aborting Tools
  • DocuSign CLM Video Series
  • Value Selling CLM
  • Advanced Application
  • CLM Resources

Studienplan13 Std. 12 Min.

  • Introduction
  • Testing Accounts - UAT/ SF 0 Std. 5 Min.
  • Intro to CLM Team 0 Std. 30 Min.
  • CLM 101
  • CLM Introduction 0 Std. 5 Min.
  • Discovery and Qualification 0 Std. 10 Min.
  • Customer Stories 0 Std. 10 Min.
  • Positioning and Demo 0 Std. 10 Min.
  • Competition 0 Std. 10 Min.
  • Services 0 Std. 10 Min.
  • Pricing and Packaging 0 Std. 10 Min.
  • Knowledge Check
  • CLM Learning Sessions with Jeff Piper
  • Why CLM 1 Std. 0 Min.
  • CLM+ | CLM and Analyzer 1 Std. 0 Min.
  • DocuSign CLM Video Series
  • DocuSign CLM Video Series | Instructions
  • DocuSign CLM Video Series
  • DocuSign CLM Video Series | Knowledge Check
  • Value Selling CLM
  • Value Selling CLM 1 Std. 0 Min.
  • CLM Business Impact Demo 0 Std. 12 Min.
  • Technical Customer Success Manager | CLM
  • API overview 0 Std. 30 Min.
  • DocuSign CLM Transition to Modern Reports 0 Std. 30 Min.
  • TCSM Policies and Procedures 0 Std. 5 Min.
  • CLM Advanced eForms Video 1 Std. 0 Min.
  • CLM Advanced Salesforce Techniques 0 Std. 30 Min.
  • CLM Advanced Expression Builder Use Cases 0 Std. 25 Min.
  • CLM Sales Cycle 0 Std. 20 Min.
  • CLM Market Intelligence and Persona Guide 0 Std. 45 Min.
  • Introduction to CLM Competition 0 Std. 45 Min.
  • Foundations for CLM Success: Change Management 1 Std. 0 Min.
  • Change Management Strategies to Accelerate CLM Success 0 Std. 15 Min.
  • Usage for CLM QBRs 1 Std. 0 Min.
  • Resources
  • CLM Knowledge Base 0 Std. 10 Min.
  • CLM Resource Guide 0 Std. 5 Min.
  • FY21 Gartner Magic Quadrant Breakdown 0 Std. 45 Min.
  • Datasheet | CLM 0 Std. 10 Min.
  • CLM Slack Channels 0 Std. 5 Min.
  • Global Support CLM Product Training
  • Contract Lifecycle Management (CLM) (New Hire Path)

Über diesen Kurs

 

 

DESCRIPTION:

Be more proficient in understanding how DocuSign CLM extends DocuSign's ability to prepare, act on, and manage documents through organizations' systems of agreement. 

CLM Topics include:

  • CLM Basics for both .CM and .DS versions
  • Practice Activities
  • Workflow Aborting Tools
  • DocuSign CLM Video Series
  • Value Selling CLM
  • Advanced Application
  • CLM Resources

Studienplan13 Std. 12 Min.

  • Introduction
  • Testing Accounts - UAT/ SF 0 Std. 5 Min.
  • Intro to CLM Team 0 Std. 30 Min.
  • CLM 101
  • CLM Introduction 0 Std. 5 Min.
  • Discovery and Qualification 0 Std. 10 Min.
  • Customer Stories 0 Std. 10 Min.
  • Positioning and Demo 0 Std. 10 Min.
  • Competition 0 Std. 10 Min.
  • Services 0 Std. 10 Min.
  • Pricing and Packaging 0 Std. 10 Min.
  • Knowledge Check
  • CLM Learning Sessions with Jeff Piper
  • Why CLM 1 Std. 0 Min.
  • CLM+ | CLM and Analyzer 1 Std. 0 Min.
  • DocuSign CLM Video Series
  • DocuSign CLM Video Series | Instructions
  • DocuSign CLM Video Series
  • DocuSign CLM Video Series | Knowledge Check
  • Value Selling CLM
  • Value Selling CLM 1 Std. 0 Min.
  • CLM Business Impact Demo 0 Std. 12 Min.
  • Technical Customer Success Manager | CLM
  • API overview 0 Std. 30 Min.
  • DocuSign CLM Transition to Modern Reports 0 Std. 30 Min.
  • TCSM Policies and Procedures 0 Std. 5 Min.
  • CLM Advanced eForms Video 1 Std. 0 Min.
  • CLM Advanced Salesforce Techniques 0 Std. 30 Min.
  • CLM Advanced Expression Builder Use Cases 0 Std. 25 Min.
  • CLM Sales Cycle 0 Std. 20 Min.
  • CLM Market Intelligence and Persona Guide 0 Std. 45 Min.
  • Introduction to CLM Competition 0 Std. 45 Min.
  • Foundations for CLM Success: Change Management 1 Std. 0 Min.
  • Change Management Strategies to Accelerate CLM Success 0 Std. 15 Min.
  • Usage for CLM QBRs 1 Std. 0 Min.
  • Resources
  • CLM Knowledge Base 0 Std. 10 Min.
  • CLM Resource Guide 0 Std. 5 Min.
  • FY21 Gartner Magic Quadrant Breakdown 0 Std. 45 Min.
  • Datasheet | CLM 0 Std. 10 Min.
  • CLM Slack Channels 0 Std. 5 Min.
  • Global Support CLM Product Training
  • Contract Lifecycle Management (CLM) (New Hire Path)