Customer Success, Adoption & Renewals
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Curated Certification CSR04
Turn implementation into durable customer value through onboarding, adoption, support, health scoring, executive reviews, renewal and expansion planning.
Benchmark: Curated source set: Salesforce Trailhead + Microsoft Learn + HubSpot Academy -- Credential note: this is a Zuyini mastery certificate built from the cited public courses. It is not issued, sponsored or endorsed by the source institutions, providers or companies.
Core Course Stack
1. Customer Success Focus
2. Customer Success Journey and Renewal
3. Work with Cases in Dynamics 365 Customer Service
- Work with Cases in Dynamics 365 Customer Service — Microsoft Learn — Free provider learning resource
4. Entitlements and SLAs in Dynamics 365 Customer Service
5. Introduction to Service in Dynamics 365
6. HubSpot Service Hub Software Training
7. Relationship Selling
8. Analyze Customer Service in Dynamics 365
Hands-On Mastery Capstone
Create a customer-success operating plan for one SaaS or service account. Define outcomes, onboarding, adoption signals, health scoring, support and escalation rules, executive-review cadence and renewal/expansion actions.
Proof Rubric
- success plan
- onboarding journey
- adoption KPI tree
- health score
- SLA/escalation model
- QBR deck
- renewal forecast
- expansion hypothesis
- risk playbook