Course Overview
This course explores how AI can transform customer success by overcoming traditional capacity limits. It guides customer success professionals to shift from reactive account management to proactive value creation by integrating AI as a collaborative partner. The course covers current AI applications in customer success, methods to analyze and prioritize tasks, and strategies to select appropriate AI tools including CRM-integrated AI, frontier models like ChatGPT, and specialized vendor products.
Key Takeaways
- Understand the evolving role of AI in customer success functions such as continuous account monitoring and early risk detection.
- Learn to decompose your customer success role into tasks and prioritize them based on value and feasibility for AI integration.
- Gain a practical framework for selecting the right AI tools tailored to specific use cases.
Target Learners
Customer success professionals seeking to enhance their effectiveness through AI and those interested in applying AI tools to improve customer engagement and risk management.
- 1 Introduction: AI for Customer Success 3m 30s
- 1 AI is changing everything 6m 12s
- 2 AI for customer success case study 2m 44s
- 3 Your AI opportunity in customer success 1m 48s
- 4 Exercise: Take the AI-forward pledge 1m 14s
- 1 The use case model for AI 5m 38s
- 2 The use case workbook 8m 8s
- 3 How to prioritize use cases 10m 42s
- 4 Exercise: Complete your use case workbook 2m 21s
- 1 The three tiers of AI technology 1m 8s
- 2 Tier 1: Existing tech 2m 36s
- 3 Tier 2: Frontier models 1m 36s
- 4 Tier 3: Third-party tools 2m
- 5 Tying it all together 2m 10s
- 6 Exercise: Match tools to your use cases 1m 11s
- 1 The end of the course…but the next step in your journey 2m 44s
- Linkedin - AI for Customer Success from AI Academy by SmarterX
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