Course curriculum

  • 1

    Module 1 : Introduction to the course and what to expect

    • Introduction

  • 2

    Module 2: Prerequisites and Pre-Work

    • Prerequisites | To know where the data is coming as well as basic set-up

  • 3

    Module 3: Defining Segments

    • "What is Segmentation? Best Practices for Segmenting Customers

    • How to Configure on Segments in CSB?

  • 4

    Module 4: Tracking Product Adoption and Business Outcomes

    • Best Practices to identify Product Adoption Milestones?

    • How to Configure on Product Adoption Milestones on CSB?

  • 5

    Module 5 : Setting up Processes via Playbooks

    • Best practices of identifying & setting up Playbooks

    • How to configure playbooks in CSB

  • 6

    Module 6 : Configuring Risk & Upsell Alerts

    • Best Practices of setting up Alerts in CSB

    • How to configure alerts in CSB?

    • How to manage Alerts in CSB as a CSM?

  • 7

    Module 7: Account Health 360

    • Best Practices of setting up Health

    • How to configure Health of Accounts in CSB

  • 8

    Module 8: Automation and workflows with Journeys

    • Best practices & examples of setting up automation

    • How to configure Journeys in CSB