Course Description

This comprehensive course provides professionals with the fundamental skills required to excel as a Cisco Customer Success Manager. It addresses the critical challenges of driving product adoption, managing renewals, and ensuring consistent customer value realization in subscription-based environments. Participants will learn to navigate the customer lifecycle, leverage telemetry data, and foster long-term partnerships through proactive engagement strategies. Using a mix of expert-led instruction and interactive peer exercises, the course focuses on practical application to ensure students can immediately impact customer retention. By the end of this program, learners will be empowered to transform client relationships into measurable business growth.

Course Objectives

  • Analyze the core responsibilities and impact of the CSM role within the Cisco ecosystem.
  • Develop effective strategies for mapping the customer journey and key milestones.
  • Evaluate customer health scores to identify risk and growth opportunities.
  • Formulate personalized communication plans for varying customer segments.
  • Implement proactive adoption campaigns based on product telemetry data.
  • Execute renewal management strategies to maximize customer lifetime value.

Who Should Attend?

This course is designed for current or aspiring Customer Success Managers, Account Managers, technical account leads, and sales professionals who support Cisco technology portfolios and seek to drive subscription adoption and renewal excellence.

Course Agenda

Day 1 – Foundations of Customer Success

  • The evolution of the Customer Success landscape
  • Understanding the Cisco Customer Lifecycle
  • Defining Success Plans and outcome mapping
  • Building relationships with key stakeholders
  • Measuring customer engagement metrics
  • Hands-on: Designing a Success Plan template for a hypothetical enterprise account

Day 2 – Data-Driven Insights and Adoption

  • Interpreting product telemetry and usage data
  • Identifying adoption barriers and common pitfalls
  • Implementing effective adoption campaigns
  • Leveraging Cisco resources and support tools
  • Conducting productive Business Reviews
  • Hands-on: Analyzing a mock health score report to prioritize outreach tasks

Day 3 – Renewals and Future Success

  • Understanding the renewal process and pipeline
  • Managing at-risk customers and churn prevention
  • Facilitating the transition to renewal discussions
  • Wrap-up of key concepts and role expectations
  • Creating personal action plans for role development
  • Hands-on: Role-play exercise simulating a difficult renewal conversation and resolution strategy

Assessment Methodology

All courses conducted by EdTech will begin with a Pre-evaluation and end with a Post-evaluation. The instructor will evaluate the knowledge and skills of the participants according to the feedback given by participants. This will help to recognize the benefits and the level of knowledge gained by participants through the course.

Training Methodology

Facilitated by a highly qualified specialist, who has extensive knowledge and experience; this program will be conducted using extensively interactive methods, encouraging participants to share their own experiences and apply the program material to real-life work situations in order to stimulate group discussions and improve the efficiency of the subject coverage.

Percentages of the total course hour classification are:

  • ​40% Theoretical lectures, Concepts and approach
  • 20% Motivation to develop individual skill and Techniques
  • 20% Case Studies and Practical Exercises
  • 20% Topic General Discussions and interaction

Course Manual

Participants will be provided with comprehensive presentation material as reference manual. This presentation material is a compilation of core valuable information, references, presentation methods and inspiring reading which will be used as a part of the material guide.

Course Certificate

At the completion of the course, all participants who successfully accomplished the required contact hours will receive an EdTech Training Participation Certificate as a testimony to their commitment to professional development and further education.

Why Edtech ?

  • Industry Experienced; Internationally Qualified Trainers
  • Hands-on Practical Sessions & Assignments
  • Intensive Study materials
  • Flexible Schedules
  • Realistic training methodology
  • High-Quality Training in Affordable Course Fees
  • Achievement Certificate, as approved by the Ministry of Education (Abu Dhabi Center for Technical and Vocational Education Training - ACTVET), HABC, AWS, IAOSHE, SHRM, etc.