Client Admin Training

Customer Success Managers are assigned during implementation and pick up with a standard training plan tailored to the incoming CSRconnect team. Examples of training during implementation include:

• Goal Setting & Program Planning

• Program Management in CSRconnect

• Roles & Permissions

• Engagement Element Training

• Match Programs & Dollars for Doers Training

• Report Training

In addition to the general training above, if you experience a change in your team, your Customer Success Manager can help get your new Admin up-to-speed. Depending on their involvement we can hold an additional series of training's that include:

• Customer Success Manager Meet & Greet

• Program Overview & Contract Highlights

• CSRconnect Feature Demos

• Product Communication, Escalation Response, and Continued Education Resources

Each month, we come together with our clients and share valuable information. We cover recent Product releases and upcoming enhancements, demo various products and features by request, and train on Reporting. The goal of this workshop is to make sure that all Client Admins feel empowered to manage and plan their programs, as well as navigate our reporting tools.

Click on the image to view our workshop page and sign up for future webinars.

Visit our Client Admin Workshop recap page here .