Customer Service Management (CSM) Essentials On Demand
22 Hours 41 Minutes

Customer Service Management (CSM) Essentials On Demand

Attend the on-demand Customer Service Management Essentials course to master the core configuration and administration of the ServiceNow® Customer Service Management (CSM) product.

Achievements

By completing this Course you will achieve the following:

About this Course

NOTE: This course includes the most recent content for Customer Service Management (CSM) and replaces both the CSM Fundamentals and CSM Implementation courses. For more information, please see KB0012521.

 

In this course, attendees master the core configuration and administration of the ServiceNow® Customer Service Management (CSM) product. Through instructional materials and hands-on labs, participants build on existing knowledge and skills by applying implementation good practices. This course is designed for ServiceNow customers, partners, and employees who administer features, functions, and data associated with Customer Service Management.

 An attendee is a good fit for this course if they perform or advise on any of the following roles or job responsibilities:

  • Customer Service Management Administrator / ServiceNow System Administrator - who will be administering the applications related to the ServiceNow® Customer Service Management (CSM) product
  • Technical / Solution Consultants and Architects – who will be configuring, developing, or supporting the applications related to the ServiceNow® Customer Service Management (CSM) product
  • Project / Program / Engagement Managers – who will be leading the implementation of the ServiceNow® Customer Service Management (CSM) product

Objective

Describe the Customer Service Management product in terms of features, benefits, and architecture

Define essential customer service concepts and processes, including the difference between Interaction Management and Case Management and their end-to-end lifecycles

Manage and administer customer data such as Consumers, Accounts, Contacts, Contracts, Entitlements, Sold Products, Install Base items, etc.

Address customer inquiries and resolve issues using Cases, Case Types, Case Tasks, State Flows, Escalations, Major Issue Management, etc.

Configure the baseline Case configuration using Case Types and Service Definitions

Configure and use CSM Configurable Workspace to manage and work Cases originating from a variety of communication channels

Enhance agent productivity using Advanced Work Assignment for Interactions and Cases

Manage cases intelligently using Special Handing Notes and Targeted Communications

Track the health of the business processes using analytics for Customer Service Management