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Customer Success Management Fundamentals Preview

Customer Success Management Fundamentals

With PracticalCSM Liked by 5,317 users
Duration: 58m Skill level: Beginner Released: 5/14/2020

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Course details

New to customer success management (CSM)? This course can help you get up to speed with the fundamentals. This course address what CSM is and why it's important; what types of situations CSM applies to; and how CSM can help increase a company’s sales revenues and profitability. The course then reviews the 14 tenets (or guiding principles) of customer success. Collectively, these tenets outline the role of the CSM in ensuring that customer success occurs and that its benefits are realized by both the CSM's own company and its customers. This course can be taken on its own as an introduction to the topic, or as one in a series of courses from PracticalCSM.com that build upon each other to cover the entirety of CSM best practices in greater detail.

Skills you’ll gain

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Sample certificate

Certificate of Completion

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Meet the instructor

Learner reviews

4.8 out of 5

5,394 ratings
  • 5 star
    Current value: 4,437 82%
  • 4 star
    Current value: 805 15%
  • 3 star
    Current value: 140 3%
  • 2 star
    Current value: 6 <1%
  • 1 star
    Current value: 6 <1%
  • Larissa Boukinda Conombo Larissa Boukinda Conombo

    Larissa Boukinda Conombo

    Customer Success | Gestion de projets digitaux | Accompagnement client & coordination

    5/5 May 22, 2026
    Le cours donne un apercu pratique du role du CSM, de ce qui est attendu de lui et de la valeur associée à ce métier. Les principes fondamentaux de la gestion de la réussite client sont bien expliqués avec des exemples, c'est très clair. Oui, je le recommanderai pour avoir un apercu du métier si on ne le connait pas
    Helpful · Report
  • Jenny Bacay Jenny Bacay

    Jenny Bacay

    Customer Service & Sales Supervisor | Global Business Management Graduate | Retail Operations, Team Leadership & Customer Experience Excellence

    5/5 May 16, 2026
    The speaker covers all the important topic about customer relations fundamentals.
    Helpful · Report
  • Rashid AlRaeisi Rashid AlRaeisi

    Rashid AlRaeisi

    Senior Executive - Customer Service | Business Services Department

    5/5 May 13, 2026
    Ownership: “I took full ownership of the customer’s issue and coordinated with the concerned departments until it was fully resolved.” Effective Communication: “I communicated the requirements clearly to the customer and provided step-by-step guidance to avoid any confusion.” Problem Solving: “I identified the root cause of the issue and provided an alternative solution that met the customer’s
    Helpful · Report

Contents

What’s included

  • Learn on the go Access on tablet and phone

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