Certified CSM Professional Basic is a foundational certification training course designed for customer-facing professionals who need a solid understanding of Customer Success Management.
This course provides an overview of the CSM role and an introduction to business management best practices. Typically completed in 1-2 months, it leads to a Certified CSM Professional Level 1 certification upon passing the exam. Students can upgrade to the Full CCSMP program anytime to continue their training.
Certified CSM Professional Basic
$197.00
Description
The Certified CSM Professional Basic course is ideal for customer-facing professionals who don’t work exclusively in Customer Success but need a solid understanding of its principles to excel in their roles.
This course provides:
✔ A complete overview of the Customer Success Management role
✔ An introduction to business management best practices
Flexible Learning:
✔ Typically completed in 1–2 months (depending on study pace)
✔ Self-paced online training, allowing you to learn on your schedule
Certification & Progression:
✔ Upon passing the online exam, earn the Certified CSM Professional Level 1 certification
✔ Option to upgrade to the Full CCSMP program and continue training from where you left off
Gain essential Customer Success knowledge and enhance your ability to support customers effectively—enroll today!
Sample Video
How Does Customer Success Work?
FAQ
Does the Full Certified CSM Professional Program (CCSMP) cover everything I need to become certified as a Customer Success Manager?
Yes! The Full CCSMP program includes all of your training and certifications. Click here to review the detailed list of what’s included.
How long does the Full Certified CSM Professional Program (CCSMP) take to complete?
To an extent the length of time it takes you to complete all four ten training modules and pass all four certification levels is up to you. There is roughly 50 to 60 hours of content (depending upon individual capability), so if you studied at a rate of say four hours per week you should be able to complete the program within 12 to 15 weeks (around 2.5 to 3.5 months).
Can anyone become a Customer Success Manager? What knowledge, skills and/or experience do I need?
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.
How do I know the Certified CSM Professional Program (CCSMP) is for me? Do you provide a money back guarantee?
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!
Is the Certified CSM Professional Program (CCSMP) taken entirely online?
Yes, this is a self-study program and all of the materials are available online. Some of the materials you must study whilst actually connected to the Internet, other materials you can download and study remotely (for example whilst travelling).
I do not have much money, can I pay in instalments?
Like most professional training and certification programs, the CCSMP program must be paid for in full up front in advance. However the 50% scholarship option of course means that (assuming you meet our scholarship criteria) you will only have to find half of the fees yourself, amounting to just $718.50 of the full $1,437. Your payment of the balance must be made in full and in advance using a credit or debit card. We are sorry but we do not offer any exceptions to the above.
Does the Certified CSM Professional Program (CCSMP) guarantee that I will get a job as a Customer Success Manager?
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).
What happens after I complete the training and become certified as a Level 4 CCSMP?
Once you have completed the training and passed the two final exams you will become certified as a Level 4 CCSMP and you will automatically be sent your certificate (in electronic format).
Course Content
Level 1 Certification
Module 1: Customer Success Fundamentals This module covers the basics of Customer Success, including its definition, importance, and the role of a Customer Success Manager (CSM). We’ll explore how Customer Success Management can boost sales revenues and profitability, guided by 14 key principles.
Module 2: Business Fundamentals Understanding business fundamentals is crucial for CSMs. This module delves into why businesses exist, how they create value, and the basics of business operations, including expenditure, profits, organization, and strategy.
Reviews
Corporate Testimonials
Dov Mendelovich
VP Global Customer Success
“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. ”
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
“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, 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, 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, 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, LeadSquared“I have just started following your “CSM Fundamentals” 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, 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 Hudspeth
“Always a good idea to consolidate on the fundamentals! Great certification program by Rick Adams and PracticalCSM.com.
Full steam ahead to becoming a Certified Customer Success Management Professional.”
Sowande Snagg, Channel Manager
“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
“Finished the course “Customer Success Management Fundamentals”! 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
“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
