Why this course?

Description

Struggling to reduce churn or build long-term customer relationships?

This 1-hour online course offers a clear, actionable introduction to Customer Success and Relationship Management—focusing on onboarding, engagement, NPS/CSAT metrics, proactive service, and trust-building. Designed for BFSI, SaaS, and service-focused industries, the course helps your team go beyond support and create customer experiences that retain, grow, and delight.

Problem Statement

Acquiring customers is expensive-but losing them is even more costly. Most businesses still rely on reactive support and fail to proactively engage or monitor client health. The result? Missed upsell opportunities, low NPS scores, and avoidable churn.

This course bridges that gap-helping your team understand the customer journey, build strong relationships, and handle escalations effectively while boosting retention and satisfaction.

What You’ll Learn

• Customer Success vs Customer Support-key differences and metrics
• The role of a Customer Success Manager (CSM) in BFSI/SaaS
• Mapping the customer journey and identifying service gaps
• Tools for customer health scoring and warning sign detection
• Proactive support strategies using CRM alerts and check-ins
• Building lasting customer relationships with trust and consistency
• Handling escalations with confidence and empathy

Who Should Enroll

• Customer service & success professionals
• SaaS onboarding and client operations teams
• BFSI relationship managers and support staff
• Business owners and startup founders
• Anyone managing client accounts or reducing customer churn

Course Format & Duration

• 1 hour of focused, video-based learning
• 90-day access after enrollment
• Certificate of Completion provided

Why This Course Is Unique

• Specifically designed for BFSI, SaaS, and service-based companies
• Blends strategy with real-life implementation examples
• Includes a churn-reduction case study and communication toolkit
• Perfect for new and mid-level customer success professionals
• Helps bridge the gap between support and strategic relationship management

Enroll Now

Don’t just support customers-make them stay, succeed, and grow.

Enroll in “Customer Success & Relationship Management” and build a loyalty engine that drives long-term value-in just 1 hour.