Build a structured approach to ensure customers realize value early and consistently after the sale.
02
Strengthen customer conversations to confidently navigate renewals and expansion opportunities.
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Equip CSMs to proactively manage growth opportunities, mitigate risk, and drive consistent outcomes.
More Insights For Better Outcomes
400+
sales leaders in our network
500k~
hours of training around the globe each year
50%
more salespeople hit quotas than those without Sandler
88%
sales people said their sales strategy improved
96%
of clients polled would recommend Sandler
A Proven Framework for Customer Success Growth
The Customer Success Series is built on the PACE framework—a practical system that helps CSMs cultivate deep, productive customer relationships that provide long-term value.
Who is it for?
Enterprise organizations (>500 employees) with established customer success teams looking to drive consistency, reduce churn risk, and scale post-sale growth across their customer base.
Small to mid-sized businesses (<500 employees) seeking to improve retention, renewal readiness, and expansion.
Roles such as Head of Customer Success, Chief Customer Officer, Chief Revenue Officer, Customer Success Manager, and Account Manager responsible for managing and growing customer relationships post-sale.
What will you learn?
CSMs often sit closest to customer pain and opportunity, but without the language or structure to act on it, growth signals go unaddressed.
Sandler’s Customer Success Series equips customer success teams with the mindset, structure, and skills to manage customers strategically and confidently, driving retention and growth across the lifecycle.
Role-Based, Real-World Learning
Develop CSMs using scenarios and conversations they handle every day — from onboarding and adoption to renewal and expansion.
Proactive Account Management
Move from reactive support to structured, intentional account management with clear approaches to engagement, risk identification, and follow-through.
Confidence Without Hard Selling
Enable CSMs to lead renewal and growth conversations by confidently connecting customer outcomes to business value, without compromising trust.
Practice that Drives Behavior Change
Reinforce learning through role-play, real-account application, and coaching that ensures skills translate into live customer conversations.
Visibility into CS Effectiveness
Equip teams to turn customer data and activity into clear insights that leaders can act on.
Real wins, real results
“Sandler helped us go from ‘doing sales training’ to building a high-performing sales culture. It’s more than techniques—it’s about changing how teams think, speak, and act at every level.”
After the partnership, SAP Concur’s average annual deal size grew 12.75%
“I’ve certainly gotten more compliments from our prospects where they say, ‘Hey, the reason we bought your solution is because of the experience that we had with your salespeople.’”
After partnering with Sandler, Gong achieved a 20% revenue increase
“The challenge of having that hunter mindset or sales ability was an opportunity for us… I can lead sales, but I’m not a trainer. I knew we needed help.”
With Sandler’s sales methodology, TrueCar achieved 3x annual revenue
The Customer Success Series can be taken as a standalone program while still aligning with Sandler’s proven methodology. Completion of the Sandler Essentials program is encouraged, but not required. The program is designed to meet Customer Success teams where they are and build practical, immediately applicable skills.
Participants receive practical tools and resources to support application, including guided workbooks, conversation frameworks, real-account exercises, and coaching support. These materials are designed to reinforce learning and ensure skills translate into day-to-day customer interactions.
Unlike traditional training that focuses primarily on tools or theory, the Customer Success Series emphasizes real-world application. It provides a repeatable system, structured conversations, and ongoing reinforcement to ensure behavior change and measurable impact across your customer base.
Pricing varies based on factors such as the number of participants, delivery format, and program scope. Each engagement is tailored to your organization’s goals, so pricing is customized rather than fixed.
For a detailed quote, connect with a Sandler team member to discuss your needs.
Experience the Customer Success Series
Ready to experience the Customer Success Series for yourself? Join a live session to see how you can turn your customer success team into a predictable revenue driver.
