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

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.
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