The Cisco Customer Success Manager (DTCSM) v2.1 is a 3-day instructor-led or virtual instructor-led course, that gives you the confidence and competence to fulfil the Customer Success Manager (CSM) role successfully, helping your customers realize value from their solutions and achieve their business outcomes. The course offers experiential learning through practical exercises using situations based on real-life use cases and case studies. In this highly interactive course, you can practice and gain confidence in fulfilling core tasks using best-practice tools and methodologies while receiving feedback from the facilitator and your peers.

This course is based on the concept of the customer lifecycle and how to optimize that journey, increasing the value realized by the customer, and maximizing your likelihood to maintain their loyalty and renew or expand their business opportunities. This course prepares you for the Cisco Customer Success Manager Specialist certification exam.

This specialist-level course focuses on:
  • Providing a thorough introduction, tools, concepts, and skills practice to prepare for the CSM role
  • Giving you experience with common practices and expected tasks, including confidence using terms such as Annual Recurring Revenue (ARR), Lifetime Customer Value LTCV, Available to Renew (ATR), and other key metrics


This course will help you:
  • Develop skills and knowledge around the increasingly crucial CSM role, which drives organizational and business outcomes from technology solutions in customer engagements
  • Understand key concepts and terminologies related to the CSM role
  • Prepare for the Cisco Customer Success Manager Specialist certification exam


This course contains the following components:
  • Customer Success Concepts
    • Overview of the Customer Success Industry
    • Engaging with and Understanding the Customer
  • Enabling Success
    • Developing Customer Success Plans
    • Managing Stakeholders
    • Driving Utilization and Value
    • Monitoring Ongoing Customer Health (Health Index)
    • Expansion and Renewal Motions
    • Summary and Review
Case studies are used throughout the training to illustrate topics with concrete, relatable exercises.

Prerequisite Knowledge

This course has no formal prerequisites, but we recommend that you have:
  • Experience with and interest in working with customers to determine, measure, and deliver business outcomes through the implementation of technology
  • Time spent in a customer facing role, including technical sales, system engineering, or similar will be especially helpful

Associated certifications