[ 5/29/2023 ]
Recommended Reading: The Customer Success Training and Certification Report 2021
Course Content Types and Delivery Methodologies
Standardized Courses
-
- Instructor-led classroom sessions
- Instructor-led online seminars
- Individual Coaching sessions
- Individual On-Demand courses
- Instructor-led small group online Forums
- White-label courses for individual companies to use internally, including train-the-trainer
Customized Courses
-
- Instructor-led classroom sessions
- Instructor-led online seminars
- Individual Coaching sessions
Intended Audiences
- CSMs / Practitioners: Customer-facing individuals
- Customer Success Operations Analysts
- Customer Success Account Managers
- Customer Success Executives / Team Leaders
- Customer Success Teams
- Customer Onboarding Specialists / Teams
Available Courses
The CSM Role
Training or Coaching sessions for newcomers to the Customer Success profession intended to assist them in getting their first job in the field.
Vendors
/ MarketSource / ++Melo Associates++ /
.
CSM / (practitioner) Training – Coaching/Mentoring
Multi-session training and Individual coaching / mentoring for customer-facing CSMs in the skills and knowledge required for effective functioning in the role. For more information, please see The CSM Competency Standard. To download a pdf copy of the Standard, please click here. See also: The CSA Accredited Training Program.
Vendors
/ ++Growth Molecules++ / ++The Success League++ / Alignmint Growth Strategies / ChurnRX / Dana Soza / FT Works / MarketSource / ++Success Chain++ / Tribe Strategy / Winning By Design /
.
Customer Success Team Training
Vendors
/ ++Growth Molecules++ / ++The Success League++ / Alignmint Growth Strategies / Blind Zebra / ChurnRX / / CSInTheValley / MarketSource / Retain Solutions / ++Success Chain++ / The Customer Success Company / Tribe Strategy /
.
Customer Success Executive Training – Coaching/Mentoring
Vendors
/ ++Growth Molecules++ / ++The Success League++ / Alignmint Growth Strategies / Blind Zebra / ChurnRX / Dana Soza / FT Works / MarketSource / Provan Success / Retain Solutions / ++Success Chain++ / The Customer Success Company /
.
Customer Success Operations Training – Coaching/Mentoring
Vendors
/ Service Excellence Partners / ChurnRX / Dana Soza / MarketSource /
.
Customer Success Account Management Training – Coaching/Mentoring
Vendors
/ ++Growth Molecules++ / ++The Success League++ / ChurnRX / Customer Focused / Dana Soza / MarketSource / ++Success Chain++ / Winning By Design /
.
Customer Success Strategic Relationship Training – Coaching/Mentoring
Vendors
/ Glide Consulting /
.
Change Management
Training / Coaching/Mentoring in change management strategy and process.
Vendors
/ ++Growth Molecules++ / ++The Success League++ / ChurnRX / Dana Soza / ++Success Chain++ /
.
User Adoption
Completing the implementation of a new technology is only the first step in the journey. The next challenge is to get users to actually engage and use the technology for increased productivity and profitability.
Vendors
/ ChurnRX / Dana Soza / ++Success Chain++ / The Customer Success Company /
.
Onboarding
Successful onboarding of new customers is where the renewal process begins. If onboarding is not done well, the chances for either contract renewal or expansion are substantially reduced.
Vendors
/ Alignmint Growth Strategies / Dana Soza / Donna Weber / The Customer Success Company /
.
.
++ indicates participation in The CSA Accredited Training Program
.
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