Fernando Coutinho Costa
The Sage customer success foundation badge validates that learners have demonstrated sufficient awareness and understanding of basic customer success best practices and the considerations when embedding and growing a customer success practice.
Candidates earning this credential have demonstrated their ability by completing the knowledge check covering the content contained within the Partner Customer Success Toolkit (Foundation level) including:
• Why customer churn and steps to overcome the risk.
• Measuring customer success.
• How to score customer health.
• Measuring and predicting customer satisfaction using NPS.
• Building customer success plans.
• Enabling successful customer onboarding.
• Delivering effective customer business reviews.
• Building a customer advocacy program checklist for success.
• Building a customer success competency model.
• Awareness of Customer Success Manager and Director role descriptions.
• Awareness of additional customer success training and certification options and recommended further reading.
• An appreciation of the considerations for establishing and embedding a customer success practice.
Overall completion of the program is verified by Sage to ensure knowledge and awareness meets the standards expected.
Skills / Knowledge
- Customer success
- Customer health measurement
- Customer success planning
- Customer onboarding
- Customer business reviews
- Customer advocacy
- Managing customer churn