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CSM (Customer Success Management) Training

CSM (Customer Success Management) Training
4 to 360h flexible workload
certificate valid in your country

What will I learn?

This CSM Training equips you with hands-on skills for B2B SaaS marketing agencies, teaching you to set KPIs, monitor adoption and health scores, create 90-day plans, handle renewals, and cut churn via dashboards, templates, and playbooks. Transform data, communication, and strategy into reliable, scalable customer success outcomes.

Elevify advantages

Develop skills

  • Outcome-based planning: turn agency goals into clear, trackable success KPIs.
  • SaaS CS mastery: manage B2B marketing agency lifecycles with confidence.
  • Product adoption analytics: read usage data to fix low engagement fast.
  • 90-day CS playbooks: design lean onboarding, training, and expansion plans.
  • Renewal and risk playbooks: spot churn early and run targeted save motions.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Correctional System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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