Master Customer Success: Elevate Your Expertise!

Accelerate Your Career with the Premier Customer Success Certification Program

Welcome to CSM Essentials: an empowering two-tier certification course, thoughtfully bundled for maximum value. This is the launchpad for aspiring professionals, job seekers, and new Customer Success Managers (CSMs) who are determined to excel.

In the Trenches: Key Challenges and Problems Every CSM and Jobseeker Must Face

Understanding the Insights of Customer Success Management

Embarking on a career in Customer Success Management or striving to make your mark as a new CSM is akin to navigating a complex labyrinth. Let’s shed light on the critical challenges and problems that may lurk around the corner:

★ Are you trying to enter Customer Success Management or advance your CS career?

★ Are you struggling to find a straightforward, effective, and affordable way to quickly earn a recognized qualification in Customer Success Management?

★ Are you seeking a path to becoming properly qualified in the shortest time possible without breaking the bank?

★ Have all the training options you’ve reviewed so far fallen short of what you want and need?

If so, read on, because we have the solution to your problems!

The Roadblocks: Approaches That Stalled Your Customer Success Journey

Addressing Common Missteps in the Quest for Customer Success Mastery

Up next, discover the ultimate toolbox designed to empower you with the skills, insights, and strategies that genuinely make a difference in your Customer Success journey.

As a Customer Success Management aspirant or a new CSM, you’ve likely made efforts to propel yourself forward, but often these endeavors might not yield the results you anticipated.

Let’s address some common approaches that usually don’t make the cut:

★ Generic Online Courses: Enrolling in courses that aren’t specialized for Customer Success Management can leave you with a generic skill set that fails to distinguish you in the industry.

★ Information Overload: Consuming a plethora of content without structure or guidance can lead to cognitive fatigue, making it difficult to retain or apply any useful information.

★ Low-Quality Training Content Utilizing a standardized approach to learning and problem-solving without adapting to unique customer needs and industry changes can hinder your effectiveness as a CSM.

★ Ignoring Soft Skills: FFocusing exclusively on technical knowledge while neglecting essential soft skills such as communication, empathy, and problem-solving can impede your ability to connect with customers and foster successful relationships.

But don’t lose heart! Knowing what doesn’t work is the first step to finding what does.

Navigating Success: How CSM Essentials Steers You Clear of Common Pitfalls

Your Key to Customer Success Mastery: Affordability Meets Expertise

Navigating the terrain of Customer Success Management has its trials and tribulations, but with CSM Essentials, we help chart a clearer path. Here’s how our program, designed with both affordability and comprehensive knowledge in mind, empowers you:

★ Affordable yet Comprehensive: No more breaking the bank! CSM Essentials is an all-inclusive, no-frills course that equips you with the full spectrum of knowledge required to excel as a CSM, all at an affordable price.

★ Includes Certification: We give you a cert to give you credibility on your CV or in your current CS position

★ Developed by Subject Matter Experts: Our course is meticulously crafted by industry veterans, focusing exclusively on Customer Success Management, giving you an in-depth understanding that sets you apart from the crowd.

★ Structured Learning Path: With our clear, well-structured learning path, you can say goodbye to information overload. Our industry-leading Practical CSM Framework provides step-by-step easy-to-digest knowledge acquisition.

★ Holistic Skill Development: We place importance on both technical and soft skills. With a focus on communication, empathy, and problem-solving, we ensure you’re equipped to build strong relationships and drive customer success.

Embrace the transformative journey with CSM Essentials. Enroll today and take a decisive step towards a successful career in Customer Success Management!

Here’s What Our Students Are Saying About US

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“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

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“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

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“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, OSIsoft

Jayson Garcia
Customer Success Manager

Beyond the Classroom: How CSM Essentials Transforms Your Career and Life

Transform Your Career and Elevate Your Impact with Customer Success Mastery

Elevate your career, relationships, and personal satisfaction with CSM Essentials. This is not just a course – it’s the key to unlocking a world of possibilities in Customer Success Management.

Embarking on the CSM Essentials journey is not just about gaining skills; it’s about transforming your life. Here’s how completing our course will pave the way for a brighter, more fulfilling career in Customer Success Management:

★ Unlock New Opportunities: With a solid foundation in Customer Success Management, you’ll be equipped to explore new career paths and seize opportunities with confidence. Your certification will open doors to roles that were previously out of reach.

★ Build Rewarding Relationships: Master the art of communication and relationship-building. Connect deeply with clients and colleagues, turning customer success into long-term partnerships and meaningful engagements.

★ Amplify Your Earning Potential: Knowledge is power, and in this case, it’s profitable. Your investment in CSM Essentials will likely translate into a higher earning potential as you become a more valuable asset to employers.

★ Become a Problem Solver: Transition from a task-oriented mindset to a solutions-driven approach. With your newly acquired skills, you’ll be adept at identifying issues and crafting effective solutions, making you indispensable to your team.

★ Enhance Your Professional Credibility: With a CSM Essentials certification, you’ll gain recognition and respect in the industry. Your peers and superiors will perceive you as an accomplished professional.


Our Customer Success Management Essentials Training Options

Choose a program that suits you best

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CSM Essentials: Basics

Estimated completion Time: 5h

Knowledge Training

  • Customer Success Fundamentals
  • Business Fundamentals

Skill Training

  • Listening and Questioning
  • Data Analysis and Reporting
  • Storytelling

15-Question Exam

Certificate of Completion

CSM Essentials: Comprehensive

Estimated completion Time: 18h
Knowledge Training

  • Customer Success Fundamentals
  • Business Fundamentals
  • Engagement Preparation Best Practices
  • Onboarding and Adoption Best Practices
  • Value Realization Best Practices
  • Engagement Evaluation Best Practices
  • Avoiding Common Traps and Pitfalls

Skill Training

  • Listening and Questioning
  • Data Analysis and Reporting
  • Storytelling
  • Problem Solving
  • Time management
  • Leadership and Negotiation

30-Question Randomized Exam

Certificate of Completion

14 Day Full Money Back Warranty – Dive into our Customer Success Course worry-free. If you’re not fully satisfied, get 100% of your money back as long as you don’t start Module 2. Your success, our commitment.

Customer Success Management Essentials: Basics

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What do you get in our CSM Essentials: Basics Online Course?

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Our CSM Essentials: Basics online 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.

Contents

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Customer Success Management Essentials: Basics Includes

★ Two Modules of Knowledge Training in full multimedia audio and video

★ Three Lessons of Skill Training

★ High-quality production for an enjoyable experience

★​ 15-question test to ensure comprehension

★​ Certificate of Completion

Customer Success Management Essentials: Comprehensive

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What do you get in our CSM Essentials: Comprehensive Online Course?

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Our CSM Essentials: Comprehensive online course provides you with an in-depth understanding of 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.

Contents

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Customer Success Management Essentials: Comprehensive Includes

★ Seven Modules of Knowledge Training in full multimedia audio and video

★ Six Lessons of Skill Training in full multimedia audio and video

★ High-quality production for an enjoyable experience

★​ 30-question test to ensure comprehension

★​ Certificate of Completion

Sample Training Videos

Take a look at our CSM Essentials program in action

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Frequently Asked Questions

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

Absolutely! Our CSME: Comprehensive program encapsulates all the vital knowledge and skill training you’ll need to cement your understanding of Customer Success. It’s an excellent fit for those transitioning into Customer Success from roles like account management or sales, or for those looking to enhance their functional comprehension of Customer Success in their current roles.

On the other hand, the CSME: Basics course provides a succinct introduction to the essentials of Customer Success and the role of a CSM. It is designed with beginners in mind, those who are seeking a foundational understanding of Customer Success. This course is an ideal stepping stone for individuals at the onset of their career.

The duration of the course largely depends on your learning pace. However, as a guide, the CSME: Basics course includes approximately 5 hours of training, whereas the CSME: Comprehensive offers around 18 hours of comprehensive training. Remember, the goal is not just to complete the course, but to absorb and apply the knowledge effectively in your professional journey.

There are a wide range of customer success roles out there, including junior “first job” type roles all the way up to Vice President for Customer Success roles where you would be reporting directly to the CEO and a member of the Board of Directors. Of course just as with any job you do need to have some basic aptitude. However, if you can pass the free online aptitude test for this course then you should be capable of holding down a CSM role.

CSM Essentials and CCSMP are both valuable, but they serve different purposes:

  • Focus and Content: CSM Essentials is a streamlined course tailored to build a strong foundation in core knowledge and skills essential for Customer Success Management. In contrast, CCSMP is a more comprehensive program with extensive resources, including a tools, workbooks and exercises.
  • Pricing and Accessibility: CSM Essentials is priced affordably, making it an ideal choice for job seekers and those at the initial stages of their Customer Success journey.
  • Assessment: CSM Essentials includes a single final test, leading to a certificate of completion. On the other hand, CCSMP incorporates a two-part professional exam that culminates in a professional certification.
  • Additional Features: CCSMP is facilitated through our Practical CSM Academy and may include advanced features such as CPD, team management and reporting capabilities, which are not available in CSM Essentials.
  • Certification: CSM Essentials grants a certificate of completion to acknowledge the knowledge gained, whereas CCSMP provides a professional certification, recognizing a higher level of expertise and competence in the field.

Choose CSM Essentials for a focused and affordable introduction to Customer Success Management, or opt for CCSMP if you’re seeking a more in-depth, professionally recognized certification with additional resources and features.

At PracticalCSM.com we offer a “no quibble” 14 day money back in full guarantee. This means that you can purchase this training program in confidence, knowing that if you try it and do not like it then you can get your money in back in full with no questions asked, so long as you meet the following criteria:

  • Firstly you must have tried out the content, so you need to get at least half way through Module One, which means viewing the lessons up to lesson 1.5.
  • Secondly, you must NOT have started Module Two (because we are not in the business of giving away all our training for free).
  • We believe that allowing you the opportunity to try out as much as you wish of Module One in order to make up your mind, but not proceeding further unless you are willing to commit to your purchase is fair on you and fair on us!

Yes, this is a self-study program and all of the materials are available online through our Learning Dashboard on www.practicalcsm.com

Yes, absolutely! We understand that financial flexibility can be crucial, so we’ve partnered with PayPal to offer a convenient ‘Pay in 3’ instalment option. When you proceed to checkout and choose PayPal as your payment method, you’ll see this option. Please note, however, that PayPal’s ‘Pay in 3’ feature isn’t available in all countries. For more detailed information, we recommend visiting PayPal’s official website.

Much as we would love to do so, even we cannot guarantee that you will find your perfect role, and this is quite simply because there are so many variables that are outside of our control, including you yourself of course! Not everyone is cut out to be a CSM, and that is why we provide a 14 days money back guarantee (see separate Question on refunds).

Once you have completed the training and passed the final test you will receive a certificate of completion to your inbox. Your will be able to download the certificate from your Learning dashboard. Your certification never expires

About Rick Adams

Rick Adams

Founder, CEO of Practical CSM, & 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.

Delivering training and consultancy to hundreds of businesses 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 three dogs, Zeus, Terri & Brandi.

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.