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Updated: Jul 07, 2026
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| Section | Weight | Objectives |
|---|---|---|
| Customer Success Industry | 15% | - Explain the key drivers creating the need for Customer Success - Define customer success (expected and unexpected value) - Explain the customer lifecycle journey - Compare customer success, customer support and sales - Explain the value proposition for customer success
- Explain different IT purchasing and consumption models
- Identify the key metrics for customer success
- Explain the financial implication of the following metrics
- Describe customer engagement models based on customer segmentation
- Describe the objectives of the Customer Success Manager |
| Expand Opportunities and Renewal | 15% | - Describe types of expand opportunities
- Identify potential expansion opportunities across the customer lifecycle from a customer success plan |
| Success Plan Creation | 25% | - Identify the product or solution purchased - Identify key stakeholder roles - Validate the desired business outcome based on information obtained from key stakeholders - Identify critical success factors to connect to business outcomes - Analyze the account baseline to identify gaps
- Analyze a customer health score
- Describe the common elements of a customer success plan |
| Customer Success Management | 20% | - Explain the elements of customer onboarding
- Explain the purpose of essential customer management activities
- Explain communication needs of stakeholders
- Describe the Quarterly Success Review process |
| Barrier Management | 25% | - Identify types of customer barriers
- Describe sources used to identify customer barriers
- Identify customer barriers
- Identify actions that impact time to value for common customer barriers
|
Before taking the actual exam, you also need to prepare by using the official course endorsed by Cisco and the books found on Amazon. Here are three options you should look into:
This is the official training course endorsed by Cisco for this 820-605 test. It provides experiential learning with realistic lessons using schemes focused on real-life case studies. Overall, the class revolves around the idea of the client lifecycle and how to simplify the journey, improve customers’ satisfaction, and boost the chances of maintaining their interest and renewing or extending their market opportunities. Using this course as your preparation guide will help you in passing the Cisco 820-605 CSM exam on the first try. The duration for taking this course is usually 3 days, whether you are taking it in the physical classroom or online classroom. So, if you are aspiring for the Cisco Customer Success Manager Specialist designation, then you’re allowed to pursue this training. Then, you can also attend it if you are experienced in dealing with clients to determine as well as deliver outcomes for business by executing the technology.
This is another recommended resource for the Cisco CSM exam. It is the illustrative reference book for customer success management and identical roles in the field. It encompasses the skills needed to excel as a customer success manager. The 288-page handbook also features how a customer success team can be developed, installed, and managed. Reading it will improve your abilities to succeed in your field and offer realistic plans required to drive sales development during renewals and extensions.
This book is another training tool for this exam and, as claimed before, you can get it on Amazon. It offers the best practices and resources in the context of a functional customer success management system. Also, such a manual guides readers through the whole end-to-end journey of interacting with customers to bring them closer to their objectives. Thus, you'll learn to add value to the CSM sector by maximizing renewals and expanding opportunities. Reading this book will greatly improve your knowledge of the topics in the real exam.
This 820-605 exam test would test Field Engineers on their understanding of the FlexPod approach. This evaluation measures the candidate's awareness of configuring the FlexPod solution components and involves handling and troubleshooting certain components in a practical multi-hypervisor network. Around the same time, this analysis assesses the candidate's understanding of how the FlexPod approach aligns with the data center design.
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