CSM (Customer Success Management) Training
4/5
Gain expertise in Customer Success Management tailored for B2B SaaS marketing agencies. Master the creation of 90-day success plans, KPI tracking, boosting product adoption, stakeholder management, churn reduction, and guiding data-informed renewals to boost revenue and fortify client partnerships. This comprehensive program delivers practical tools and strategies for sustained success in agency environments.

4.0 in the evaluation
from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This CSM Training equips you with hands-on skills to achieve measurable results in B2B SaaS marketing agencies. You will learn to set KPIs, monitor adoption and account health, create 90-day success plans, handle renewals, and cut churn using dashboards, templates, and playbooks. The course transforms data, communication, and strategy into reliable, scalable outcomes for your clients.
Elevify advantages
Develop skills
- Outcome-focused planning: convert agency objectives into precise, measurable success KPIs.
- SaaS customer success expertise: confidently handle full lifecycles for B2B marketing agencies.
- Product adoption analysis: interpret usage metrics to swiftly address low engagement issues.
- 90-day customer success playbooks: build efficient onboarding, training, and expansion strategies.
- Renewal and risk management playbooks: identify churn risks early and execute targeted retention efforts.
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.What our students say
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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