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CSM (Customer Success Management) Training

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

What will I learn?

CSM Training equips you with hands-on skills to achieve real results for B2B SaaS marketing agencies. Master defining KPIs, monitoring adoption and account health, creating 90-day success plans, handling renewals, and cutting churn with dashboards, templates, and playbooks. Turn data, communication, and planning into reliable, scalable wins.

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 are saying

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

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