Team Training
Purchasing training for your team is not the same as buying training for yourself—it requires a strategic approach.
You need to think about each team member’s development needs, align with company goals, and ensure the best use of resources. The training you choose should deliver measurable results for individual team members, the team as a whole, and the organization.
Experience it yourself with a 2-week trial:
- Full access to the Certified CSM Professional program.
- Explore our CPD Library with 300+ hours of content.
- Try Live Learning sessions designed for team engagement.
A Comprehensive and Holistic Training for your Team
Three distinct training types to meet your Customer Success Team’s needs.
Corporate Testimonials
Case Study & Testimonial from Intellishift
Our Portfolio
Practical CSM Academy
Gain immediate access to the best comprehensive Customer Success Online Training for Teams.
Is your team up and ready for the task of generating constant values for customers? Do you want to improve team communication and quickly onboard new team members?
Improve your team’s ability to generate value with Practical CSM Academy for Teams.
Customer Success Workshops
Our Customer Success Workshops provide essential skills and knowledge for Customer Success Management teams.
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.
Certification
A Certification program can be very beneficial for a Customer Success team to undertake. By sending all members through the same certification program, the Team Leader gains multiple substantial wins, including:
Benchmarked Minimum Standard
Creation of a minimum standard that all team members must meet, which then acts as a benchmark for the team minimum quality of the team as a whole.
New Team Member Onboarding
A simplified and cost effective onboarding process that enables new team members to get “up to speed” on the team’s CS-related methodologies and best practices, whilst reducing one-on-one time requirements.
Increased Efficiency
The team as a whole can operate far more efficiently, because the best practices contained within the certification program are shared by everyone in the team, thus reducing the numbers of resources that needs to be created and the amount of one-to-one support required by individual team members.
Increased Productivity
By globally enhancing team knowledge and skills, your team will become more productive and more effective in the performance of their duties, leading to increases in customer experience and customer satisfaction and improvements in attainment of customer and company targets.
Simplified Measurement and Reporting of ROI
Because you have fewer variables to consider, and a common global minimum standard for all your team members to meet, the ability to track and measure training progress becomes as simple as knowing which Certifications each team member has currently attained.
Specialization
Much of the time what is needed from training is breadth of coverage, and of course this is exactly what our Certification programs provide. But sometimes our customers require a greater depth of coverage of a small handful of specific topics, or even just one particular item. In this situation what is needed is a dedicated course. We run a whole range of dedicated, specialist training courses. Here are some examples:
Business Fundamentals for CSMs
Understanding how modern businesses work and how they are managed enables CSMs to understand and engage with senior business decision makers, and develop meaningful trust relationships with them.
Engaging with Senior Business Decision Makers
CSMs are constantly told how important it is to go out there and form trust relationships with senior business decision makers, yet few CSMs ever get told how to perform this important task effectively.
Business Consulting and Analysis Skills
Helping the customer requires a deep understanding of the customer – the type of understanding that can only come from asking the right questions, performing the right analysis, producing effective business-focused recommendations and communicating those recommendations with clarity.
Team Leadership Skills
Not everyone is cut out for a team leadership role, and even if the person has the right aptitude it still requires the right training, mentoring and coaching to create the best possible leaders.
Developing the Outcomes-Focused Roadmap
If your team provides business outcomes-focused reviews for your customers then they need to know how to present complex information in a way that executive decision makers can quickly understand and make important decisions from. This is the purpose of the outcomes-focused roadmap.
CPD (Continual Professional Development)
Training can be provided either proactively or reactively. Reactive training is where you (or your team) identify a specific need – a gap in knowledge or skills – and then look for the right training package to fill that gap. But proactive training is where you already have a comprehensive training program in place so that when a learning requirement is uncovered the training is right there, instantly ready to be learned.
Better still, because the training is already there, and because (as a proactive and progressive team leader) you encourage your team to continue to grow their knowledge and skills on an ongoing basis rather than waiting until they have a specific need, many times the necessary knowledge or skill has already been absorbed.
Training Without Borders or Boundaries
Our library of learning content is already very big, containing literally hundreds of learning assets of all different types including books, articles, short and long videos, audio podcasts, articles, knowledge tests, exercises, tools, templates and much more. All of this content is available all of the time – 24 x 7 x 365 – for our members to access as much as they like and whenever they like.
The Power of “Just in Time”
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.
Keeping Up to Date in a Fast Paced Profession
There is no doubt that the Customer Success management profession is a fast paced and fast moving one. Best practices are continually being developed, refined and redeveloped. Staying on top of all this change could be a full time job if our content library didn’t make it as simple as a couple of mouse clicks.
