Practical CSM Academy

Comprehensive Training for Customer Success Teams.

Equip your team—new hires, seasoned staff, and transitioning professionals—with the most in-depth training available. Includes CPD, Certification, and Team Reporting to track progress and prove ROI.

Empower Your Customer Success Team

Practical Customer Success Management border

Equip your team with flexible, online Customer Success training through our Practical CSM Academy LMS, designed to meet the diverse needs of your organization:

Comprehensive Learning Paths:

Support teams with varying skill levels—from foundational knowledge for customer-facing roles to advanced strategies for high-ticket CS teams.

Unified Team Development:

Ensure consistency by bringing new hires, seasoned staff, and transitioning professionals to the same level of expertise.

Tailored to Your Goals:

Help your team master CS principles, terminology, and advanced practices.

All courses include CPD, Certification, and Team Reporting to track progress, improve performance, and prove the ROI of your training investment.

Curious about how we can help you?

Take a quick look at Practical CSM Academy for Teams.

Practical Customer Success Management border

What’s Included within the CCSMP Program?

Training Videos

Practical Customer Success Management border

Access over 100 multimedia lessons designed to support every learner’s journey. Each HD-quality video includes:

  • Pausable, rewindable, and speed-adjustable playback.
  • Engaging visuals such as diagrams, screenshots, and illustrations to reinforce learning.

Videos range from 5 to 15 minutes and can be revisited as needed. The platform tracks each student’s progress, automatically bookmarking where they left off. With a vast library of over 300 hours of CPD-accredited training content and a robust Certification program, your team has all the tools needed to succeed.

Practical CSM Tools and Templates
Practical CSM Quizzes and Case Study Exercises

Tools and Templates

Practical Customer Success Management border

Another important aspect of the program is the access you’ll receive to a comprehensive suite of customer success tools and templates that will help to make you more productive whilst increasing the quality of your output.

These tools and templates are customizable to suit your own company’s specific needs, and their use is fully explained within the training program.

Quizzes and Case Study Exercises

Practical Customer Success Management border

At the end of every module there’s a 15 question, multi-choice style quiz to test your understanding, plus a detailed, case-study based exercise for you to try out your new knowledge and skills in a real world scenario.

This will give you not just the competence but also the confidence you need to actually get out there and use the techniques and skills you have been taught in front of your own customers.

Certification to Prove Your Capability

Practical Customer Success Management border

Our online exam covers both your theoretical understanding and your practical application of the knowledge and skills that are taught within the CCSMP training program.

Students who pass the exam are awarded the title of Certified Customer Success Management Professional or CCSMP and receive a digital certificate as proof of their achievement.

Access to Online Support

Practical Customer Success Management border

Finally, all our material is carefully developed to maximize learning and to ensure full comprehension of all the information contained within it.

However, if you do find yourself struggling to understand something you have unlimited access to our instructor team to ask as many questions as you like.

Professional Certification Program 

Made by Experts, For Professionals.
A Professional-Level Certification Program

The Certified CSM Professional for Teams course will equip your team with the whole Customer Success journey, fundamentals, and real-life insights.

CPD Library

Quick Response to your Urgent Demands
Fully Indexed, Searchable Database for Hundreds of Data

Access bite-sized learning assets of all formats to aid your teams’ immediate needs.
We have it ready for you from audio, articles, workbooks, and videos.

Live Instructor-Led Training

Monthly Live Training for CS Professionals
Learn Relevant Customer Success Topics and Updates

Live training tackles everything your team needs to know about Customer Success. Delve into the primary and complex concepts with the best Customer Success instructors.
Does your team wish to know more about a particular topic? Contact us, and we will find experts to discuss it.

Ask a Coach

Understanding Challenging Concepts
Convenient Expert Enquiries and Glossary

Learn the language of the Customer Success profession through the terminology glossary. If complex concepts arise, experts are within easy reach.

Look at our program in Action

Practical Customer Success Management border

Why Choose the Certified CSM Professional Program?

The Need for Customer Success Certification?

Walkthrough of the Certification Experience

Evaluate Your Team’s Training Efficiency

Practical Customer Success Management border

Take control of your team’s learning progress with the Practical CSM Team Reporting Tool. Designed for busy team leaders, this tool provides everything you need to ensure your team is on track—wherever you are.

Detailed Team Insights

Practical Customer Success Management border

Monitor your team’s activity with key metrics, including:

Badges Unlocked

Certification Progress and Completion

Login Sessions and Training Hours

Individual User Performance with Unique Certification IDs

Progress Visualization

Easily track and present training progress with clear charts and timelines that show unlocked badges and overall activity.

Customizable Activity Filters

Quickly filter team statistics by level, group, or name to zero in on specific data.

Automated CSV Reports

Export and download comprehensive team data in CSV format, ready to import into your internal training or HR tools—making reporting seamless and efficient.

Make it easier than ever to monitor, track, and showcase your team’s growth with our robust reporting features.

Progress Charts

Practical Customer Success Management border

Track and monitor the progress of your team

Easy to view and present data for all badges unlocked and team activity over time.

Activity Filter

Practical Customer Success Management border

Get all the important team statistics

Easily filter out users based on level, group, or name

Get each member’s certification results and dates of completion or failure

Export & download data in CSV format

Practical CSM Team Reporting tool Graph
Academy team

Flexible Membership Options to Suit Your Team’s Needs

Practical Customer Success Management border

We understand that every team is unique and has diverse requirements.
That’s why we offer three membership levels tailored to different roles and responsibilities:

Basic Membership

  • Includes CCSMP Certification (Levels 1-2, 2 modules).
  • Designed for CS-adjacent roles needing a general understanding of Customer Success principles and terminology.
  • No reporting or recertification included.
  • A great choice for foundational training.

Scholar Membership

  • Includes CCSMP Certification (Levels 1-4, 10 modules, 2 exams).
  • Ideal for low-touch CS teams, new hires, or those starting in Customer Success roles.
  • No recertification or reporting included.

Full Membership

  • Includes CCSMP Certification (Levels 1-4) and access to the CPD Library.
  • Features recertification and priority support for ongoing professional development.
  • Perfect for high-touch CS teams where maintaining professional qualifications is essential.

Want to explore which membership is right for your team? Try the Practical CSM Academy for free!
Fill out the form to get 2 weeks of access to the Certified CSM Professional program and CPD Library.

Try the Practical CSM Academy Free for 2 Weeks

Practical Customer Success Management border

Fill out the form to get 2 weeks of free access to:

  • The Certified CSM Professional program with full certification access.
  • The CPD library featuring over 300 hours of training content.
  • Live Learning sessions to enhance your team’s skills.

Experience the training that transforms Customer Success teams.

Additional Resources

Practical Customer Success Management border

Enhance your understanding and plan your team’s success with these valuable resources:

Certification Syllabus
Explore the full training modules and topics covered in the Certified CSM Professional program.

Certification Duration Calculator
Estimate the time it will take your team to complete the training and certification program.

Guide to Selecting the Right Training Strategy for Customer Success Management
Download this comprehensive PDF to tailor your training approach to your team’s specific needs.

PCSM Academy Overview
Get a quick overview of what the Practical CSM Academy offers and how it supports your team.

PCSM Catalogue
Browse the full product portfolio, including memberships, programs, and training resources.

Need more information or assistance? Talk to Sales or use the Talk to Us widget for immediate support.

Corporate Testimonials

Case Study & Testimonial from Intellishift

Practical Customer Success Management border
Intellishift-Logo

How to Drive Your Customer Success Team to Excel?

4 Ways to Improve a Customer Success Team

Practical Customer Success Management border

Have you noticed how your previous strategies stop working? Your team has started to fail to reach the demands of your company. Or you might have new employees that either lack Customer Success experience or encounters difficulty in the onboarding process. These are all usual challenges a Customer Success Team faces.

We solve those problems to drive our Customer Success Team to excel continuously. Here are four ways to improve your Customer Success Team:

Develop and Manage Team Culture

1. Develop and Manage Team Culture

As each person thrives in vastly different environments, understanding each member’s needs to work efficiently is essential to increase productivity. Developing and managing a team culture provides an environment that each person can thrive and work together.

2. Build a framework

Working within a team requires decisions that may be trivial and critical. Being able to follow a particular flow will increase the order of a team. Remember that a failure in planning is planning for loss. Ensure that there is a specific workflow to move forward the plan to achieve the Customer Success team’s goals.

3. Collaborate

A team cannot exist with just one person. It is essential to understand how you can collaborate. Build a good working relationship with your team and work with them. Allow them to see your goals, permit participation, and acknowledge their ideas. There may be hidden gems that you can polish along the way.

4. Allow Growth

Team members, especially new ones, require training to understand the company’s culture, workflow, and the job’s responsibilities. Moreover, Customer Success team members require updated information about current and upcoming strategies and trends. Training them would allow them to quickly acclimate to the job and develop a new plan of action that may drive better results.

CSM symbol

In short, a Customer Success Team not only needs the skills and knowledge. More importantly, it needs to work together. No matter how trivial, participation and innovative ideas can create an insight that will drive success.

Frequently Asked Questions

Questions need answers, and here are our answers to the most asked question about our program.

The syllabus and exam are overseen by a committee of six independent industry professionals who form the Certified CSM Professional Advisory Committee. This committee approves any syllabus changes and validates that each question in the exam is accurate and understandable for candidates to answer correctly. They also ensure that the questions within the exam cover the syllabus sufficiently to ensure that an exam pass is meaningful as a professional certification of a Customer Success Manager’s capabilities.

We provide two levels of certification. The Certified CSM Professional program is divided into ten modules. Each module comprises one or more chapters within the training manual to read, two to four 30ish minute videos to watch, a detailed, case study-based exercise to perform, and an end-of-module test that you need to pass. Once you have completed the module, you will be awarded a “certificate of completion” for that module. Once you have completed all ten modules, you are allowed to take a final, two-part exam that evaluates both your knowledge and your ability to apply that knowledge in real-world situations. Candidates who pass this exam are awarded a “certificate of professional capability.” So, there are ten certificates of completion to collect, plus an overall certificate of professional capability that is issued to those who pass the final exam.
You can only take the final CCSMP exam after you have worked through all the materials within the Certified CSM Professional syllabus. There are ten modules to work through, and we estimate it might take someone around two weeks full-time or four weeks part-time to complete a module. So, someone with a busy job conducting the training in their own spare time, might take twelve months to get CCSMP certified, for example.
Members have three attempts to take the exam, so you will have two further chances to try again if you fail on the first attempt. Members must wait for a minimum of two weeks between retakes.
The exam is taken online, and you can do it anywhere – at home, at work, or anywhere else – although we recommend you choose a quiet area with a good Internet connection and where you know you will not be interrupted.

The exam is an “open book,” which means that you can refer to your notes and documentation while you take it. The exam has two sections. In the first section, you will be asked a series of brief questions that evaluate your knowledge across the entire Certified CSM Professional syllabus. In the second section, you will be asked a smaller number of longer and more detailed questions based upon scenarios that you will be asked to read. These questions will test your ability to apply your knowledge in real-world situations.

The system will tell you immediately whether you passed or failed. 

Yes, you will be provided with a digital certificate with both your name and your Practical CSM Academy membership number printed on it, along with the date your certificate was awarded to you. If you pass the final exam, we will also send you a printed and signed version of your certificate of competence in the post to keep a permanent record of your achievement and to frame and hang it on your wall.

Yes, we keep a record of all members who pass the exam and their dates in our databases. We can reissue the digital certificate if you lose your copy.

There is no expiry date; however, all certificates include the date the exam was passed on and the version of the exam taken. We recommend that members keep their certification up to date by taking any new certification exams when they are released.
Because the rate of growth and change within the CS profession is so high, the Practical CSM Academy intends to update the Certified CSM Professional syllabus and exam every two years. When the syllabus and exam are updated, we will publish a list of changes that will enable members who are already certified to know what to study if they wish to take the exam to keep their certification current.

Once you have completed all the training modules within the Certified CSM Professional training program, you will access the exam page. This page has all the information you will need to help you revise for and take the exam, and of course, we are here to answer any questions you might still have if you cannot find the information you are looking for. 

Support Hours are from 8:00 AM – 5:00 PM GMT, Monday to Friday.

If tickets are beyond the working hours, please expect a response in the following day except for weekends.

1 Step 1
keyboard_arrow_leftPrevious
Nextkeyboard_arrow_right