Automating Customer Success Tasks

Duration10'

No. of mini-lessons4

ResourcesTakeaway Tasks

Duration 10'

No. of mini-lessons 4

Resources Takeaway Tasks

Course overview

Customer success is important, so you need to make sure it’s done in the most efficient way possible. Your teams might already know what your customers’ needs are, but have you ever wondered if there’s a way to meet these needs more quickly? After all, if your teams make customers work harder than they need to, they might not stick around for very long. 

When you automate customer success, you use technology to complete tasks that affect customers. For example, sending them email reminders when it’s time to renew a contract or having self-service tools on your website. This helps speed up customer-related processes and offers your customers an easier time when they’re trying to make the most of a service or product.

What's covered

What automation tools are available and where they can be used

How to use different automation tools

Using various automation strategies to enhance customer success

Why your teams need this course

Automating customer success can create a better customer experience. With this course, your customer success managers will learn what automation tool options they have, the best automation methods, and where they can add automation into a business to improve customer success.

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Accredited by CPD

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The CPD Certification Service is the world’s leading and largest independent accreditation organization for professional development courses across all industry sectors.