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Customer Success Foundations

Customer Success Foundations

51mBeginner2024-10-31

Authors

Robbie Kellman Baxter

Robbie Kellman Baxter

Founder of Peninsula Strategies LLC

Course details

Customer Success is one of the most rapidly expanding and transforming professions in today's business landscape. In this course, Robbie Kellman Baxter—author of The Membership Economy and The Forever Transaction—offers you a deep understanding of the Customer Success (CS) role. Explore the definition of CS, its evolution, and the latest best practices shaping the industry. Through a comprehensive "day in the life" overview, experience the typical responsibilities and challenges faced by CS professionals. Plus, discover essential strategies to excel in your role, build strong relationships with customers, and foster support and collaboration within your organization and among your peers. By the end of this course, you'll be equipped with the knowledge and tools necessary to thrive in the dynamic world of Customer Success.

Learning objectives
Understand the critical role of Customer Success in driving business growth and customer satisfaction, and define the key responsibilities and expectations of a Customer Success professional.
Acquire and develop the essential skills and competencies necessary to excel in a Customer Success role, including relationship building, strategic thinking, and problem-solving.
Learn how to transform customers into loyal advocates, enthusiastic referral sources, and compelling references by delivering exceptional value and fostering long-term partnerships.
Create a comprehensive Customer Success work plan that prioritizes activities, aligns with customer needs, and supports the achievement of both customer and company goals.
Establish and track meaningful metrics to measure your impact as a Customer Success Manager (CSM), demonstrating your value and building a strong case for career advancement and recognition.

Skills covered

Customer Service ManagementCustomer ServiceFoundations

Concepts

0. Introduction

  • 01 - Building lasting customer relationships

1. Understanding Customer Success

  • 02 - Exploring the emergence of customer success
  • 03 - The significance of customer success in business growth
  • 04 - The vital role of customer success in SaaS companies
  • 05 - Expanding customer success beyond as-a-service business models
  • 06 - Differentiating customer success from other departments

2. Excelling in Your Customer Success Role

  • 07 - Essential skills for thriving in customer success
  • 08 - Navigating the multifaceted role of customer success manager (CSM)
  • 09 - Exploring specialization opportunities within customer success
  • 10 - A day in the life of a customer success manager

3. How to Grow Your Customer Success Skills

  • 11 - Develop a customer success work plan
  • 12 - How to gain support across the organization
  • 13 - Use the Land and Expand strategy to maximize customer lifetime value
  • 14 - Measuring impact and demonstrating value in customer success
  • 15 - Transforming customers into advocates and referral sources
  • 16 - Elevating CS leadership - The rise of the chief customer officer

Conclusion

  • 17 - Next steps

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