Customer Service Management (CSM) Fundamentals

Course Overview

Attend Customer Service Management Fundamentals to master the setup, configuration, and usage of the ServiceNow Customer Service Management application.

In this 3-day interactive course attendees master the setup, configuration, and usage of the ServiceNow Customer Service Management application by a combination of lecture, group discussions, and lab work. This course is designed for system administrators, implementers, developers, and application specialists responsible for configuring and managing the Customer Service Management application.

Prerequisites

  • Welcome to ServiceNow
  • ServiceNow Administration Fundamentals Instructor-Led, or On Demand
  • ServiceNow Platform Implementation Instructor-Led or On Demand
  • ITIL v3 or ITIL 4 Foundation Certification

Audience Profile

The ServiceNow® Customer Service Management Fundamentals course is for 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 Manager
  • Customer Service Application Administrator
  • ServiceNow System Administrator
  • Technical Consultants and Administrators – who will be configuring, developing or supporting the CSM applications

Learning Lesson

What you will learn in this course:

  • Explore the Customer Service Management application, related applications in the ServiceNow platform, use cases and architecture
  • Manage core Customer Service data such as:
  • Case, and case types
  • Consumers, accounts, account relationships and account hierarchies
  • Contacts, contact relationships, account teams and responsibility definitions
  • Contracts, entitlements, and service level agreements (SLAs)
  • Assets, service-aware install base
  • Configure case forms and state flows
  • CSM workspaces and advanced work assignment
  • Case and account escalation, and major issue management
  • Communication channels, including walk-ups
  • Explore Reporting and Performance Analytics
  • Create Targeted Communications and Special Handling Notes
  • Investigate other key process applications including the Customer and Consumer Service Portals, and Communities
  • Explore Customer Service Management with IT Service Management and other ServiceNow applications

Content Outline

Lesson

  • Introduction to ServiceNow’s Customer Service Management Solution
  • Learn how to position Customer Service Management across workflows on the Now Platform
  • Explore the similarities and differences between CSM and IT Service Management (ITSM)
  • Discuss why customization of ITSM to meet CSM needs is not a recommended best practice approach

Lab

  • Class preparation

Lesson

  • Get familiar with customer service terminology
  • Learn the difference between B2B and B2C, and how each is managed via CSM
  • Be able to describe the various aspects of a customer portfolio and a product portfolio
  • Gain hands-on experience configuring core data and supporting reference data

Lab

  • Working with consumers
  • Accounts, contracts and hierarchies
  • Partners, contracts, and account relationships
  • Service-aware install base and the common service data model (CSDM)
  • Service contracts and entitlements
  • Customer service groups and skills
  • Account teams and responsibility definitions

Lesson

  • Learn about the various communication channels and case management
  • Introduce matching rules and assignment rules
  • Explore and configure the CSM agent workspace
  • Introduce and explore major case management
  • Explore CSM with service management integration
  • Introduce the mobile experience for CSM
  • Learn why tracking and analyzing data is important for CSM

Lab

  • Configure case process
  • CSM agent workspace
  • Advanced work assignment
  • Case and account escalation
  • Major issue management
  • CSM with ITSM

Lesson

  • Learn about the portals for B2B and B2C
  • Learn how the portals interact with Service Catalog
  • Introduction to Community
  • Learn how CSM interacts with the Knowledge Portal
  • Gain hands-on experience with the customer service portal and the consumer service portal

Lab

  • Customer service portal: Case creation and asset contact
  • Customer service portal: Contract administration
  • Customer service portal: Self-registration
  • Targeted communications

FAQs

A: The Now Platform, which was created in the cloud from the ground up with a single data model & a single, scalable architecture, enables data to move effortlessly between programmes and installed systems. The Now Platform offers workflow automation at an enterprise scale, enabling you to enhance the efficiency, agility, and resilience of business operations. Delivery teams may speed up service delivery and free up teams for higher-value work that fosters enterprise-wide innovation with the use of out-of-the-box digital processes that automate routine service requests. And with native development and integration tools, you can easily extend ServiceNow’s digital workflows or create new digital workflows on the same platform. This flexibility lets you create the right experiences you need for a better way to work, or in disruptive situations, a better way to respond.

A: Implementing ServiceNow means fundamentally changing the way in which people work. To bring you the most value, any implementation – big or small – requires the careful balancing of people, process and technology.

A: The ServiceNow platform is unique in its flexibility and scalability. When implementing ServiceNow, it's important to continuously analyse and adjust workflows as well as continue to optimise and automate them.

An Agile work method will help you maintain the flexibility needed to do just that. Because such an approach places:

Individuals and interactions over processes and tools

Working software over comprehensive documentation

Customer collaboration over contract negotiation

Responding to change over following a plan

In prioritizing implementation goals and issues in this way, it is easier to assess which elements cause the least friction, but create the most value for your business.

A: Radiant Telelearning offers customized training delivery solutions for individuals, teams and businesses depending upon what they require. Here is how we help each one through our diverse formats.

 

Dedicated Classroom Training program

 

Onsite: To meet the needs & expectations of our corporate clients all over the world, our expert will travel all the way to your location to deliver the training program at a premise of your choice & convenience.

 

Offsite: Our client and Individual professionals across the world travel all the way to India to attend our classroom training sessions. We assist them in services like accommodation, Airport pick & drop, daily cab & Visa assistance.

 

Public Batches: Corporates & Individual professionals across the world can nominate their employees or themselves in our classroom or online public batches. Our public batches would have limited number of participants to ensure individual attention. As the participants are from different background and companies, you learn from everyone’s experience.

 

On-the-Job Learning: Our team of consultant would help you to execute end-to-end project and simultaneously learn the technology.

 A: Radiant Telelearning offers customized solutions and training programmed for individuals, teams and businesses depending upon what they require. Here is how we help each one through our diverse formats.

 

Individuals / One-O-One Training

  • Focused learning sessions
  • Programmed scheduling according to your choice
  • Get personalized attention
  • Choose what technology interests you

 

Teams: Enroll for our Classroom or online Public Batches

  • Get our specialized updated content for different skill levels
  • Get on-demand learning and solve problems quickly
  • Get help from the ground level through sequential learning

 

Enterprise:

  • Get customized training programmed and solutions that can be curated especially for your business
  • Meet needs of all learners
  • Let your employees be geared up for all kinds of problem solving
  • Inspire your teams for future
  • Update your employees with latest information stretching from technology, business leadership to marketing

A: Radiant Telelearning has large pool of in-house certified trainers & consultants with strong background and working experience on the technology.

 

Radiant Telelearning offers more than 800+ courses and for each course Radiant have identified best-in-class instructors.

 

Radiant has highly intensive selection criteria for Technology Trainers & Consultants, who deliver you training programs. Our trainers & consultants undergo rigorous technical and behavioral interview and assessment process before they are on boarded in the company.

 

Our Technology experts / trainers & consultant carry deep dive knowledge in the technical subject & are certified from the OEM. Our faculty will provide you the knowledge of each course from fundamental level in an easy way and you are free to ask your doubts any time from your respective faculty.

 

Our trainers have patience and ability to explain difficult concepts in simplistic way with depth and width of knowledge.

 A: Radiant Telelearning offers training program on the weekday, weekend and a combination of weekdays and weekends. You can always choose the schedule that best suits to your need.

A: To attend the training session you should have an operational Desktops or Laptops with required specification along with good internet connection to access the labs. 

A: We would always recommend you to attend the live session to practice & clarify the doubts instantly and get more value from your investment. However, if due to some contingency if you have to skip the class Radiant Techlearning would help you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption and NOT for distribution or any commercial use.

A: Radiant Techlearning has a data center containing the Virtual Training environment for the purpose of participant’s hand-on-practice. 

Participants can easily access these labs over Cloud with the help of remote desktop connection. 

Radiant virtual labs provide you the flexibility to learn from anywhere in the world and in any time zone. 

A: The learners will be enthralled as we engage them the real world and industry Oriented projects during the training program. These projects will improve your skills and knowledge and you will gain better experience. These real time projects, they will help you a lot in your future tasks and assignments.

 A: Radiant believes in practical and creative approach to training and development which distinguishes it from the other training and developmental platforms. Moreover training courses are undertaken by some of the experts who are having vast range of experience in their domain.

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