Technical Customer Success Manager Team Processes

Kurs 9 von 10 in (LEGACY) Agreement Cloud Expert | Technical Customer Success Manager: Bronze CLM

In this course, you will learn about the Technical Customer Success Manager team processes necessary to support CLM customers.

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Über diesen Kurs

 

 

DESCRIPTION:

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

Team Processes

  • Support Expert Values and Expectations
  • Internal Understanding
  • Creating a Gmail Account
  • TCSM Programs: Customer Categories
  • Authorized Contacts
  • Workflow Mapping
  • Customer Intro and Talking Points
  • Critical Situation Management
  • Bug and Bug Sheet Creation
  • Time Tracking
  • POD Coverage Guidelines and Best Practices
  • Software Lifecycle Management
  • Building a Center of Excellence for a Digital World

Cases

  • Case Creation Overview
  • Case Taxonomy
  • Salesforce Service Console Phone Case Creation and Management
  • Contacts To Multiple Accounts for Customer Support
  • CS Email, DSC & Chat Case Management
  • Case Management
  • Logical Thinking Framework for Customer Support
  • Case Issues

Integrations

  • DocuSign Google Integrations
  • Knowing your Integration Resources

Systems Knowledge

  • Learning JIRA (Cloud Edition)
  • Learning Confluence
  • App Tools - Basics
  • Kusto
  • Salesforce
  • Postman
  • PagerDuty Product Overview + Demo
  • TCSM On-Call Procedures
  • Understanding the DocuSign REST API
  • Einstein
  • BADmin Internal Support Tool for Tier 1 (v3)
  • Change Management

Business Acumen

  • Account Team Orchestration
  • CSM & TCSM Engagement Model
  • Organizational Alignment
  • Time Management for Busy People
  • Customer Service: Managing Customer Expectations
  • Prepare and Practice Difficult Conversations
  • Negotiation Foundations
  • De-Escalating Intense Situations
  • Business Analysis Foundations: Competencies

Studienplan41 Std. 55 Min.

  • Introduction
  • Introduction 0 Std. 1 Min.
  • Team Processes
  • Support Expert Values and Expectations 0 Std. 30 Min.
  • CS Internal Understanding 1 Std. 15 Min.
  • GS DocuSign Customer Life Cycle
  • CS Creating a Gmail Account 0 Std. 15 Min.
  • TCSM Programs: High-Touch, Tech-Touch, and Authorized Contacts 0 Std. 30 Min.
  • Authorized Contacts 0 Std. 30 Min.
  • Technical Account Profiles and Use Case Mapping 0 Std. 15 Min.
  • Customer Intro and Talking Points 0 Std. 12 Min.
  • How DS Supports Enterprise Critical Use Cases 0 Std. 25 Min.
  • Critical Situation Management Process Overview 0 Std. 20 Min.
  • Critical Situation Management Initiation 0 Std. 10 Min.
  • Time Tracking 0 Std. 20 Min.
  • POD Coverage Guidelines and Best Practices 0 Std. 20 Min.
  • Software Lifecycle Management 1 Std. 30 Min.
  • Building a Center of Excellence for a Digital World 0 Std. 30 Min.
  • Provide Feedback, Make Suggestions, Ask Questions
  • Cases
  • Understanding Salesforce 0 Std. 30 Min.
  • CS Case Creation Overview 1 Std. 0 Min.
  • CS Case Taxonomy 0 Std. 30 Min.
  • Salesforce Service Console Phone Case Creation and Management 1 Std. 0 Min.
  • CS Email, DSC & Chat Case Management 2 Std. 0 Min.
  • Case Management 0 Std. 30 Min.
  • Writing Bugs and Enhancements 0 Std. 20 Min.
  • Bug and Bug Sheet Creation 0 Std. 30 Min.
  • Logical Thinking Framework for Customer Support 1 Std. 0 Min.
  • GS JIRA Training 1 Std. 0 Min.
  • CS Case Issues Assessment 0 Std. 10 Min.
  • Skill Assessment – Case Creation and Issue Management 0 Std. 30 Min.
  • Resources and Searching Activities 0 Std. 30 Min.
  • Provide Feedback, Make Suggestions, Ask Questions
  • Product
  • DocuSign Google Integrations 1 Std. 0 Min.
  • Knowing your Integration Resources 1 Std. 0 Min.
  • Systems Knowledge
  • CS App Tools - Basics 1 Std. 0 Min.
  • Learning JIRA (Cloud Edition) 1 Std. 15 Min.
  • Learning Confluence 2018 2 Std. 0 Min.
  • CS API and Webhooks 3 Std. 0 Min.
  • APIs for TCSMs 0 Std. 45 Min.
  • Embedded Signing Workflow 0 Std. 25 Min.
  • Introduction to Kusto for Global Customer Support 1 Std. 0 Min.
  • Introduction to Kusto Queries 0 Std. 50 Min.
  • Kusto Assessment 0 Std. 30 Min.
  • Salesforce Apex Developer Guide 0 Std. 30 Min.
  • Postman Overview 1 Std. 37 Min.
  • Postman for Customer Support 1 Std. 0 Min.
  • TCSM On-Call Procedures 0 Std. 30 Min.
  • Understand DocuSign REST API 0 Std. 30 Min.
  • Einstein Analytics Overview 0 Std. 2 Min.
  • Introduction to Einstein 0 Std. 12 Min.
  • BADmin Internal Support Tool 0 Std. 30 Min.
  • Provide Feedback, Make Suggestions, Ask Questions
  • Business Acumen
  • Change Management 1 Std. 40 Min.
  • Account Team Orchestration 1 Std. 0 Min.
  • CSM & TCSM Engagement Model 0 Std. 20 Min.
  • Time Management for Busy People 0 Std. 50 Min.
  • Customer Service: Managing Customer Expectations 0 Std. 20 Min.
  • Prepare and Practice Difficult Conversations 0 Std. 7 Min.
  • Negotiation Foundations 1 Std. 0 Min.
  • De-Escalating Intense Situations 1 Std. 0 Min.
  • Business Analysis Foundations: Competencies 1 Std. 30 Min.
  • Provide Feedback, Make Suggestions, Ask Questions

Über diesen Kurs

 

 

DESCRIPTION:

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

Team Processes

  • Support Expert Values and Expectations
  • Internal Understanding
  • Creating a Gmail Account
  • TCSM Programs: Customer Categories
  • Authorized Contacts
  • Workflow Mapping
  • Customer Intro and Talking Points
  • Critical Situation Management
  • Bug and Bug Sheet Creation
  • Time Tracking
  • POD Coverage Guidelines and Best Practices
  • Software Lifecycle Management
  • Building a Center of Excellence for a Digital World

Cases

  • Case Creation Overview
  • Case Taxonomy
  • Salesforce Service Console Phone Case Creation and Management
  • Contacts To Multiple Accounts for Customer Support
  • CS Email, DSC & Chat Case Management
  • Case Management
  • Logical Thinking Framework for Customer Support
  • Case Issues

Integrations

  • DocuSign Google Integrations
  • Knowing your Integration Resources

Systems Knowledge

  • Learning JIRA (Cloud Edition)
  • Learning Confluence
  • App Tools - Basics
  • Kusto
  • Salesforce
  • Postman
  • PagerDuty Product Overview + Demo
  • TCSM On-Call Procedures
  • Understanding the DocuSign REST API
  • Einstein
  • BADmin Internal Support Tool for Tier 1 (v3)
  • Change Management

Business Acumen

  • Account Team Orchestration
  • CSM & TCSM Engagement Model
  • Organizational Alignment
  • Time Management for Busy People
  • Customer Service: Managing Customer Expectations
  • Prepare and Practice Difficult Conversations
  • Negotiation Foundations
  • De-Escalating Intense Situations
  • Business Analysis Foundations: Competencies

Studienplan41 Std. 55 Min.

  • Introduction
  • Introduction 0 Std. 1 Min.
  • Team Processes
  • Support Expert Values and Expectations 0 Std. 30 Min.
  • CS Internal Understanding 1 Std. 15 Min.
  • GS DocuSign Customer Life Cycle
  • CS Creating a Gmail Account 0 Std. 15 Min.
  • TCSM Programs: High-Touch, Tech-Touch, and Authorized Contacts 0 Std. 30 Min.
  • Authorized Contacts 0 Std. 30 Min.
  • Technical Account Profiles and Use Case Mapping 0 Std. 15 Min.
  • Customer Intro and Talking Points 0 Std. 12 Min.
  • How DS Supports Enterprise Critical Use Cases 0 Std. 25 Min.
  • Critical Situation Management Process Overview 0 Std. 20 Min.
  • Critical Situation Management Initiation 0 Std. 10 Min.
  • Time Tracking 0 Std. 20 Min.
  • POD Coverage Guidelines and Best Practices 0 Std. 20 Min.
  • Software Lifecycle Management 1 Std. 30 Min.
  • Building a Center of Excellence for a Digital World 0 Std. 30 Min.
  • Provide Feedback, Make Suggestions, Ask Questions
  • Cases
  • Understanding Salesforce 0 Std. 30 Min.
  • CS Case Creation Overview 1 Std. 0 Min.
  • CS Case Taxonomy 0 Std. 30 Min.
  • Salesforce Service Console Phone Case Creation and Management 1 Std. 0 Min.
  • CS Email, DSC & Chat Case Management 2 Std. 0 Min.
  • Case Management 0 Std. 30 Min.
  • Writing Bugs and Enhancements 0 Std. 20 Min.
  • Bug and Bug Sheet Creation 0 Std. 30 Min.
  • Logical Thinking Framework for Customer Support 1 Std. 0 Min.
  • GS JIRA Training 1 Std. 0 Min.
  • CS Case Issues Assessment 0 Std. 10 Min.
  • Skill Assessment – Case Creation and Issue Management 0 Std. 30 Min.
  • Resources and Searching Activities 0 Std. 30 Min.
  • Provide Feedback, Make Suggestions, Ask Questions
  • Product
  • DocuSign Google Integrations 1 Std. 0 Min.
  • Knowing your Integration Resources 1 Std. 0 Min.
  • Systems Knowledge
  • CS App Tools - Basics 1 Std. 0 Min.
  • Learning JIRA (Cloud Edition) 1 Std. 15 Min.
  • Learning Confluence 2018 2 Std. 0 Min.
  • CS API and Webhooks 3 Std. 0 Min.
  • APIs for TCSMs 0 Std. 45 Min.
  • Embedded Signing Workflow 0 Std. 25 Min.
  • Introduction to Kusto for Global Customer Support 1 Std. 0 Min.
  • Introduction to Kusto Queries 0 Std. 50 Min.
  • Kusto Assessment 0 Std. 30 Min.
  • Salesforce Apex Developer Guide 0 Std. 30 Min.
  • Postman Overview 1 Std. 37 Min.
  • Postman for Customer Support 1 Std. 0 Min.
  • TCSM On-Call Procedures 0 Std. 30 Min.
  • Understand DocuSign REST API 0 Std. 30 Min.
  • Einstein Analytics Overview 0 Std. 2 Min.
  • Introduction to Einstein 0 Std. 12 Min.
  • BADmin Internal Support Tool 0 Std. 30 Min.
  • Provide Feedback, Make Suggestions, Ask Questions
  • Business Acumen
  • Change Management 1 Std. 40 Min.
  • Account Team Orchestration 1 Std. 0 Min.
  • CSM & TCSM Engagement Model 0 Std. 20 Min.
  • Time Management for Busy People 0 Std. 50 Min.
  • Customer Service: Managing Customer Expectations 0 Std. 20 Min.
  • Prepare and Practice Difficult Conversations 0 Std. 7 Min.
  • Negotiation Foundations 1 Std. 0 Min.
  • De-Escalating Intense Situations 1 Std. 0 Min.
  • Business Analysis Foundations: Competencies 1 Std. 30 Min.
  • Provide Feedback, Make Suggestions, Ask Questions