• Post category:StudyBullet-17
  • Reading time:6 mins read

The Complete Customer Success Manager (CSM) Course
Master Customer Success: Strategies, Skills, and Metrics for Success

What you will learn

Role of a CSM: Understand the CSM role, its duties, and its impact on customer success.

Essential CSM Skills: Develop necessary technical and soft skills for CSM success, maintaining a skill balance.

Retention Strategies: Discover methods to retain customers, including vendor locking for loyalty and reduced churn.

Success Metrics and KPIs: Master CSM targets, KPIs, and metrics like Net Promoter Score for data-driven decisions.

Description

Unlock the key to customer satisfaction, retention, and business growth in “The Complete Customer Success Manager Course.” Whether you’re aspiring to become a Customer Success Manager, seeking to enhance your existing skills, or striving to elevate your company’s customer relationships, this course is your ultimate guide to success.

Customer Success Management is not just a role; it’s a philosophy that empowers businesses to keep customers satisfied, engaged, and loyal. In this comprehensive course, we will delve into the core strategies, essential skills, and vital metrics that define the world of Customer Success Management.

Course Highlights:


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  1. Customer Success Strategies: Discover and implement time-tested strategies to retain and engage customers effectively. Explore vendor locking techniques and learn how to make your product or service an indispensable part of your customers’ success.
  2. Essential CSM Skills: Develop the fundamental skills required to excel as a Customer Success Manager. We’ll cover both the technical and customer-facing aspects, giving you a well-rounded understanding of the role.
  3. Success Metrics and KPIs: Become an expert in using Customer Success Manager targets and Key Performance Indicators (KPIs) such as the Net Promoter Score to measure, evaluate, and improve customer satisfaction.
  4. Role of a CSM: Gain a comprehensive understanding of the Customer Success Manager role, including their responsibilities, core duties, and the positive impact they have on customer success.

By the end of this course, you will be equipped with the knowledge, skills, and confidence to excel as a Customer Success Manager. You’ll have the ability to enhance customer satisfaction, boost retention rates, and drive business growth. The principles and techniques you learn here are not just essential for your professional journey but also for your organization’s success.

Join us today and embark on a rewarding journey towards becoming a Customer Success Manager and unlocking the full potential of customer success!

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Content

AN OVERVIEW OF THE CUSTOMER Success Manager’s Role

WHAT IS MEANT BY “CUSTOMER SUCCESS”?
TREATING YOUR CUSTOMER AS YOUR BUSINESS PARTNER
WHERE DO CSMS FIT WITHIN THE WIDER ORGANIZATIONAL STRUCTURE?

Readiness for Customer Success Management

What Is Your Organization’s Customer Success Strategy?
What Is Your Role in Helping to Fulfill Your Organization’s Customer Strategy
What Assets and Resources Are Available to Help You?
How Will You Plan and Manage Your Time?

CUSTOMER SUCCESS MANAGEMENT TASKS, TOOLS AND TECHNIQUES

THE RAPAE TASK MODEL—A WAY TO CATEGORIZE CSM ACTIVITIES
UNDERSTANDING THE CRITICAL PATH
GETTING IN FRONT OF SENIOR MANAGEMENT AND “C” LEVEL CUSTOMER STAKEHOLDERS

Practical CSM Framework Phase 1: Preparation

What Is Phase 1: Preparation All About?
Accessing Information
Internal Handover
Customer Information
Initiative Information and Customer Outcome Requirements
CSM Outcome Requirements
Third Parties and Project Status
Tools for PCSMF Phase 1: Preparation

Practical CSM Framework Phase 2: Commitment

What Is “Commitment” All About?
Communicating with the Customer
Developing a Stakeholder Management Strategy

Practical CSM Framework Phase 3: Onboarding

What Is PCSMF Phase 3: Onboarding All About?
Generic and Customized Onboarding Models
Information for Onboarding
Tools for PCSMF Phase 3: Onboarding

PRACTICAL CSM FRAMEWORK PHASE 4: ADOPTION PLANNING PART 1—CONCEPTS

WHAT IS ADOPTION ALL ABOUT?
UNDERSTANDING IMPACTED USERS
RESEARCH TECHNIQUES
CSM INVOLVEMENT IN ADOPTION RESEARCH

PRACTICAL CSM FRAMEWORK STAGE 4: ADOPTION PLANNING PART 2—IMPLEMENTATION

STEP 1: DETERMINE ADOPTION REQUIREMENTS
STEP 3: CREATE IMPACTED GROUPS
STEP 5: DETERMINE COMMUNICATION, TRAINING AND SUPPORT REQUIREMENTS
STEP 6: CAPTURE ADOPTION BARRIERS AND RISKS