Customer Success Basics Course

(formerly: Customer Success Fundamentals)

Are you new to Customer Success Management? Do you need to get up to speed quickly on the basic principles of what Customer Success Management is and how it works? If so this online self-study course is perfect for you!

About this Course

Customer Success Basics Course

Welcome to our Customer Success Basics Course training program, aimed specifically at people who do not fully understand the basics of what Customer Success Management is or how it works, and who want to quickly grasp the basic principles of Customer Success Management without spending a whole lot of time or money to do so.

This Course will provide answers to the following questions:

  • What is Customer Success and why is it important?
  • Who is Customer Success important to?
  • What is Customer Success Management?
  • What types of sales situations does Customer Success Management apply to?

and…

  • How can Customer Success Management help to increase a company’s sales revenues?

It will also name and describe in detail fourteen tenets (or principles) of good Customer Success Management that will set you up with a detailed understanding both of what the CSM (Customer Success Manager) does and how they go about doing it.

Instructor

Rick Adams The COE of Practical CSM

Rick Adams

CEO & Founder of Practical CSM

What do you get in our Customer Success Basics Course?

Our Customer Success Basics Course provides you with a solid foundation in Customer Success Management principles and best practices. It will take you through the entire post-sales customer journey from initial research through to engagement evaluation. Everything is explained fully and clearly, and you are always in control of the pace you wish to learn at.
Practical CSM Module 1 Customer Success Basics
Eleven Lessons in full multimedia audio and video
High quality production for enjoyable experience
Bookmark progress and complete over time
Two downloadable workbooks for offline study
Case study based exercise to embed the learning
15 question test to ensure comprehension
Badge of completion to document your success

Testimonials

Corporate Testimonials

e2open-Logo

Customer Success Training, Certification & CPD Testimonial from e2open Trailer

Customer Success Training, Certification & CPD Testimonial from e2open Full Version

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Customer Success Training, Certification & CPD Testimonial from Apex Leaders

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Case Study & Testimonial from Intellishift Trailer

Case Study & Testimonial from Intellishift Full Version

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Customer Success Training, Certification & CPD Testimonial from Talkwalker

Semperis - logo

I looked for a one-stop-shop for certification and for online training, that people can consume in their own time at their own pace, while I as a manager of the organization can track their progress, and I found that very easy to do with PracticalCSM.com.

I would recommend PracticalCSM.com as a very good starting point for a new Customer Success Organization. The materials are built in a logical order and it provides a very good starting point to teach newcomers to the organization, and to build a common language and common terminology, both inside our organization and actually shared across the CS community.

Dov Mendelovich
VP Global Customer Success

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Dinu Ionescu VP Operations

Dinu Ionescu
VP Operations

“We selected the Practical CSM Academy because we needed a training solution that would provide team members with a better understanding of the role, processes, and best practices within the Customer Success profession and that would help us to develop their skills.

The feedback so far from my CS team has been great; everyone likes it and we have already obtained a lot of value from the program.”

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Brittany Shaw Director of Customer Success

Brittany Shaw
Director of Customer Success

“Practical CSM was recommended to me by multiple contacts within my Customer Success network. We did our due diligence in selecting a training platform, and the in-depth study, accompanying textbook, and the broad application of Customer Success beyond SaaS were clear winning factors for us.

Having completed all modules and final exams, I can now say that the program met and exceeded all of my expectations. I have thoroughly enjoyed the content ad I would not hesitate to recommend it to other CS leaders.”

Sreeram Warrier Customer Engagement Executive SAP India Pvt Ltd

Sreeram Warrier
Customer Engagement Executive
SAP India Pvt Ltd

“The Certified CSM Professional (CCSMP) program is a great certification for anyone that cares about customer success. For those who are already in a CSM role it both sharpens and proves their tools and skills, whilst for non-CSMs it provides the necessary foundation for moving into the profession.

The key differentiator is Rick Adams’ knowledge of and passion for Customer Success, and his ability to explain difficult topics and to connect with his students. This is one certificate I am truly proud of, and I will be hanging it on my wall for all to see!

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Jennifer Williams Senior Vice President of Customer Success

Jennifer Williams
Senior Vice President of Customer Success

“You have been amazing, and the feedback [from my team] on the training has been TOP NOTCH. Thank you so much for your support!”

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Michael Rivisto Senior Vice President Customer Success and Services

Michael Rivisto
Senior Vice President Customer Success and Services

“We chose to go with Practical CSM as our training provider partly because of the fantastic reviews from others within the CS profession, partly because the content is the best out there, and partly because of the passion and excitement Rick and his team has for Customer Success and their commitment to training and supporting the next generation of CS leaders.

We had a number of requirements from the training and certification program, including to broaden the skillset of our current employees, to merge education concepts into real life working practices, to provide ongoing reference material to assist with difficult situations and to create a solid CS foundation for new hires.

Whilst it’s still very early days for us, we are very excited to be one of Practical CSM’s most recent customers and we look forward very much to measuring the results that we anticipate from the training that our team will be undergoing.”

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Will Pagden Head of Customer Success

Will Pagden
Head of Customer Success

“PracticalCSM.com has revolutionised the way we work. The content is superb and really pushes all the CSMs to challenge themselves and work in a much more effective way. In particular I have seen a great improvement in the teams stakeholder management and we are turning a big corner in the value we are getting from each interaction with our customers.

I had scanned the market pretty hard, Rick’s professionalism and approach is what won it for me. The experience of purchasing and using the product has been a joy. I can pick up the phone and speak to someone to make suggestions of how it could be different and they listen and respond. Whilst there are other players in the field that offer “similar offerings” I struggled to find one that got close to PracticalCSM. The management dashboard and the ability to understand where my team were struggling has been a real game changer”

Individual Member Testimonials

I am thrilled to have completed your Customer Success Management training series, and I’m amazed by how much I’ve learned and the level of confidence it has given me!”
Lady Morganne Torres, Customer Success Specialist
The Academy is a very well organized learning platform, and the content is both easy to understand and enjoyable to use.
Tamara Garcia Ramos, Customer Success Manager, BdeoTamara Garcia Ramos, Customer Success Manager, Bdeo
“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, ITGLGereint Collier, Head of Client Success, ITGL
“I would highly recommend the Practical CSM Academy to anyone who is looking for training and certification on Customer Success best practices.”
Jayson Garcia, Customer Success Manager, OSIsoftJayson Garcia, Customer Success Manager, OSIsoft
“I’ve just completed my ‘Specialist’ certification on the Practical CSM Academy. Thank you for creating such a practical and useful platform for CS professionals.”
Ankit Aggarwal, Customer Success Manager, LeadSquaredAnkit Aggarwal, Customer Success Manager, LeadSquared
“I have just started following your “CSM Basics” course and it is a joy. Thank you so much for making it! As a new CS professional, I find it invaluable. I was beginning to lean towards DevOps but now I am going to continue in Customer Success! :)”
Shubham Aggarwal, Customer Success Engineer, DevFactoryShubham Aggarwal, Customer Success Engineer, DevFactory
“This training program […Transition to Customer Success…] helped me understand how to present my existing skills and competencies for a customer success role, and the interview practice has made me feel more confident and relaxed going into real interviews.”
Sarah HudspethSarah Hudspeth
“I have recently completed Level Two of the CCSMP program and I am really enjoying it – your way of teaching is excellent!”
Swati Choudhary, Customer Specialist, EdurekaSwati Choudhary, Customer Specialist, Edureka
Sowande Snagg, Channel Manager

“Always a good idea to consolidate on the basics! Great certification program by Rick Adams and PracticalCSM.com.
Full steam ahead to becoming a Certified Customer Success Management Professional.”

Sowande Snagg, Channel Manager

Karan Chaudhary, Engagement Director, Aodigy

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

Craig Davies, Customer Expert Specialist

“Finished the course “Customer Success Management Basics”! Thank you, Rick Adams, you explained customer success in an easy to understand way that makes your content simple to follow.”

Craig Davies, Customer Expert Specialist

Brenda Tinius, Cloud Migration Proj Manager, AWS

First impressions… I gotta say – WOW it’s fantastic – love the production! Can’t wait to wrap myself up in the content!

Brenda Tinius, Cloud Migration Proj Manager, AWS

Customer Success Basics Course Includes:

Eleven Lessons in full multimedia audio and video
High quality production for enjoyable experience
Bookmark progress and complete over time
Two downloadable workbooks for offline study
Case study based exercise to embed the learning
15 question test to ensure comprehension
Badge of completion to document your success
Practical CSM Customer Success Basics Module 1