- Introduction
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Introduction
- Partner Success Marketing Overview
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Partner Success Marketing Overview 0 Std. 10 Min.
- PSM New Hire checklist
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New Hire Checklist for all DocuSign Employees 0 Std. 10 Min.
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PSM Onboarding Access and Software Request 0 Std. 10 Min.
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PSM/PAM Task List 0 Std. 15 Min.
- Reporting and Tools
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PSM How-To Training Boot Camp Material 0 Std. 20 Min.
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ACE: PS Delivery Methodology 0 Std. 10 Min.
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FinancialForce
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Partner Success Runbook Material 0 Std. 10 Min.
- Resources and Glossary
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Terminology for PSMs and PAMs 0 Std. 5 Min.
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Partner Success Ongoing Link Repository
- Opportunity Tagging Guide
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PSM and PAM Tagging 0 Std. 15 Min.
- Partner Success Central on ACE
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Partner Success Central on ACE 0 Std. 10 Min.
- Bronze PSM/PAM Feedback Survey
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Partner Success Manager: ACE Medaling Series: Bronze Survey
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Feedback Sheet
PSM Resources
In this course, you will review the Partner Success Manager resources you need to kick start your onboarding journey.
OVERVIEW:
This course contains the main resources you need as a new Partner Success Manager. These resources include:
- New Hire Checklist
- PSM Onboarding Access
- PSM/PAM Task List
- PSM How-To Training Boot Camp
- FinancialForce
- ACE: PS Delivery Methodology
- Partner Success Runbook
- Terminology for PSMs and PAMs
- Partner Success Ongoing Link Repository
- PSM and PAM Tagging
- Partner Success Central
- Partner Success Manager Survey
- Feedback Sheet