Customer Success: Understanding Your Clients
This course is part of Marketing Digital y Estrategias Digitales Empresariales.
Customer Success is a collaborative strategy focused on proactively discovering client needs and helping them maximize value from your products or services. This course teaches you how to transform the customer experience to generate loyalty, market retention, and sustainable profitability. You'll learn to develop a collaborative process involving internal teams and clients, led by a Customer Success Manager who coordinates marketing, sales, service, training, and support departments. The curriculum covers essential negotiation skills, leadership abilities, customer service techniques, and management strategies to deliver exceptional client experiences. By understanding the customer lifecycle, you'll be able to anticipate needs, improve satisfaction, answer customer questions, and help transform their businesses—resulting in deeper relationships, reduced cancellation rates, and more efficient sales processes.
4.3
(8 ratings)
Instructors:
Sebastián Jara
Spanish
Español
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What you'll learn
Understand the Customer Success strategy and its importance in business growth Define the strategic process for implementing Customer Success initiatives Develop efficient customer relationship management techniques Learn to anticipate client needs through proactive engagement Master negotiation skills for successful client interactions Build effective cross-departmental collaboration systems Construct a supportive Customer Success team with clear roles Identify and analyze key metrics to measure customer satisfaction and business impact
Skills you'll gain
This course includes:
PreRecorded video
Graded assignments, exams
Access on Mobile, Tablet, Desktop
Limited Access access
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There are 5 modules in this course
This course explores the Customer Success (CS) strategy, a collaborative approach that focuses on anticipating client needs and maximizing product/service value. Over five modules, students learn what Customer Success is and why it's important for business growth, how to develop effective CS strategies by listening to customers and identifying needs, the process implementation involving different departments, the roles and responsibilities within a CS team, and essential metrics for measuring success. The curriculum covers buyer personas, customer retention, value generation, sales processes, marketing automation, team building, and data analysis. Students will develop skills in negotiation, leadership, customer service, and interdepartmental collaboration, preparing them to implement successful CS initiatives that improve customer loyalty and business profitability.
Introducción
Module 1
Estrategia
Module 2
Proceso
Module 3
Personas
Module 4
Métricas
Module 5
Fee Structure
Individual course purchase is not available - to enroll in this course with a certificate, you need to purchase the complete Professional Certificate Course. For enrollment and detailed fee structure, visit the following: Marketing Digital y Estrategias Digitales Empresariales
Payment options
Financial Aid
Instructors
Strategic Management and Public Policy Expert with Extensive Experience in Financial Operations
Jorge Dávila Girón holds a Doctorate in Strategic Management and Public Development Policies. He began his career in 1984, implementing financial information systems using innovative hardware and software tools. In 1987, he joined Grupo Peñoles, where he developed financial simulation models using statistical software (SPSS). His career progressed into the financial sector in 1988 with a brokerage firm, where he enhanced sales productivity at a national level. By 1993, he was part of Banca Serfin as Deputy Director of Planning and Marketing, promoting financial products through electronic means and contributing to the development of online banking. In 2002, he became Director of Administration and Finance at Grupo MIRÓ, overseeing the launch of 44 retail locations nationwide and several internationally in the tourism sector. He served as National Sales Manager at AVIS RENT A CAR in 2013, managing over 300 corporate clients. In 2014, as General Manager of Grupo Poligas, he implemented customer service models through digital platforms and an integrated ERP system. By 2019, he was involved with the Technical Council of the Mexican Social Security Institute (IMSS), participating in discussions related to financial balance and healthcare service operations.
Sebastián Jara
CEO & Founder at Gopoint Agency
Specialist in Digital Marketing Strategies, SEO, and SEM.Over 12 years of experience in the internet world, delivering solutions to companies in the education, real estate, retail, and e-commerce sectors.
Testimonials
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4.3 course rating
8 ratings
Frequently asked questions
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