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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?

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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of 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 the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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