CSM (Customer Success Management) Training
4/5
Gain mastery in Customer Success Management tailored for B2B SaaS marketing agencies. This course teaches you to craft 90-day success plans, monitor key KPIs, boost product adoption, engage stakeholders effectively, minimise churn, and drive renewals using data insights. Build stronger client relationships and boost revenue growth through proven strategies and practical tools.

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 agency.
Elevify advantages
Develop skills
- Outcome-focused planning: convert agency objectives into specific, measurable success KPIs.
- SaaS customer success expertise: confidently handle full lifecycles for B2B marketing agencies.
- Product adoption analysis: interpret usage data to quickly address low engagement issues.
- 90-day success playbooks: build efficient onboarding, training, and expansion strategies.
- Renewal and risk strategies: identify churn risks early and execute targeted retention efforts.
Suggested summary
Before starting, you can change the chapters and 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 change 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 help a lot with learning.

André FelipePrompt Engineering Student
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