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Customer Success Certification

Certification is what proves you are a professional in your role. It does this by taking a holistic approach to Customer Success Management and by providing training and testing across the entire breadth of Customer Success Management activities – from customer research right through to value realization… and beyond!

Our two main programs, Certified CSM Professional and CSM Essentials are designed to suit different needs.

For those on a budget, CSM Essentials is a practical, streamlined course to kickstart your CS journey.

If you’re seeking a more comprehensive experience, Certified CSM Professional offers in-depth learning and an optional CPD component.

Customer Success Courses

Expand your skill set and pave the way for a successful career with our selection of dedicated “Customer Success Courses“. These are specifically designed for current Customer Success Managers, as well as individuals aspiring to pivot or begin their career in this dynamic field.

Each course focuses on key areas of Customer Success Management, providing in-depth knowledge and practical skills to enhance your professional portfolio. Upon completion, you’ll receive a certificate as a testament to your newly acquired expertise.

Rick Adams

Author of our Customer Success Certification program

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Rick Adams is an independent author, trainer, and consultant specializing in helping technology companies deliver measurable business value for their customers. Adams has over 25 years experience of working in the IT industry, including owning his startup software-as-a-service business, which he sold in 2012 to focus on writing, training, and consulting. Having delivered training and consultancy to hundreds of companies and thousands of technology professionals in over thirty countries across four continents, Adams is now based on the rural west coast of Ireland, where he lives with his two dogs, Zeus and Terri.

Adams’ recent work includes developing and delivering a global certification program on customer success management for Cisco Systems Inc. His book titled ‘Practical Customer Success Management: A best practice framework for managers and professionals’ was recently published by Routledge and is available from Amazon and all other book retailers. His current interests include helping individuals and companies develop best practices in customer success management and business outcomes-focused selling.

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Customer Success Resources

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Training Materials

Live Events

Newsletters

Articles

Podcasts

Bite-sized Learning

Continual Professional Development (CPD)

Continuous improvement on Customer Success

Continual Professional Development (CPD) offers training that has no limitations. Ensure that your team is within the trend and updated in the fast-paced profession of Customer Success. By providing your team with our fully indexed and cataloged library of on demand training assets, you are enabling that team to be able to get on all learn what they need to learn at exactly the time they need it. No waiting, no organizing and best of all… no additional fees.

What Our Students Say…

“Thank you for all the advice and instruction you have provided with your program. I went from zero to a fulfilling career as a CSM thanks to you.”

Craig Mosenson
Principal Customer Success Manager, Oracle

“This is a well thought out portal containing detailed training content – I would definitely recommend it for all CS teams.”

Karan Chaudhary
Engagement Director, Aodigy

“The platform is very easy to navigate, and the style and format of the video lessons is highly engaging.”

Gereint Collier
Head of Client Success, ITGL

Team Training

At Practical CSM, we understand that success in Customer Success Management isn’t just an individual pursuit – it’s a team effort. That’s why we offer a comprehensive solution tailored to teams and managers.

  • With our Management & Reporting Tools, you can track and optimize your team’s performance effortlessly.
  • We also offer Volume Discounts and Enterprise licenses to ensure your organization gets the most value from our courses.
  • For a personalized touch, our Designated CSMs are here to guide you through your journey.
  • Plus, our Training Strategy and Consulting services help you craft a winning customer success strategy.

How We Help Organizations

✔️ Provide a Standardized High-Quality Online Training Program

✔️ Build an Evidence-Based Competent Team

✔️ Quicker Onboarding Process for New Employees

✔️ Continuous Improvement that Follows the Current and Future Customer Success Trends

✔️ Provision of proof of competency upon successful completion

Customer Success Workshops

Our Customer Success Workshops provide essential skills and knowledge for Customer Success Management teams.

Some organizations and individuals prefer the online self-study format for their learning experience. However, other teams and individuals prefer to have an instructor-led experience.

Our workshops range from 1-hour to 3-day sessions and can be delivered promptly. They are led by expert instructors via high-quality video conferencing and learning platforms, leveraging their extensive experience and communication skills.

Contact our sales team today!

Ready to transform your career and make a meaningful impact on your organization?

Let’s discuss your goals and find the perfect training solution tailored just for you.

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