Customer Service Management (CSM) Essentials Course Overview

Customer Service Management (CSM) Essentials Course Overview

The ServiceNow CSM training course is designed to impart a comprehensive understanding of the Customer Service Management (CSM) fundamentals on the Now Platform. This course is essential for those looking to enhance their customer service operations using ServiceNow's CSM solution. It covers key principles, differences from IT Service Management (ITSM), and the importance of not repurposing ITSM for CSM needs. The training dives deep into CSM basics, including terminology, B2B vs. B2C distinctions, customer and product portfolios, and hands-on configuration exercises. Case management is thoroughly explored, with lessons on Communication channels, Agent workspaces, and the relevance of Data analysis in CSM. The customer experience module teaches about B2B and B2C portals, Service Catalog integration, community engagement, and knowledge management, along with practical labs for real-world application. Overall, this ServiceNow CSM training equips learners with the skills needed to deliver exceptional service management experiences to customers.

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Course Prerequisites

To successfully undertake training in the Customer Service Management (CSM) Fundamentals course, participants should have the following minimum prerequisites:

 

  • Basic understanding of customer service principles and practices.
  • Familiarity with ServiceNow platform navigation and functionality.
  • Awareness of the differences between B2B (Business-to-Business) and B2C (Business-to-Consumer) service models.
  • Fundamental knowledge of IT Service Management (ITSM) is helpful but not required.
  • Comfort with using web-based applications for learning and hands-on labs.
  • Willingness to engage in both theoretical lessons and practical exercises.

 

Please note that while having a background in IT or customer service can be beneficial, it is not strictly necessary to begin this course. The training is designed to introduce the core concepts and build up the required skills progressively.

RoadMaps

Customer Service Management Fundamentals

 

Target Audience for Customer Service Management (CSM) Fundamentals

The Customer Service Management Fundamentals course is designed to enhance expertise in ServiceNow's CSM solution for various professionals.

  • Customer Service Managers
  • IT Service Managers
  • ServiceNow Administrators and Consultants
  • Technical Support Staff
  • Business Analysts
  • Operations Managers
  • Customer Success Managers
  • Product Support Engineers
  • IT Professionals looking to transition into Customer Service roles
  • Process Improvement Specialists
  • Customer Experience (CX) Strategists
  • CRM Specialists
  • Service Desk Analysts
  • Customer Service Representatives seeking advancement
  • CSM System Implementers
  • Service Management Professionals

Learning Objectives - What you will Learn in this Customer Service Management (CSM) Fundamentals?

Introduction to Learning Outcomes:

The Customer Service Management (CSM) Fundamentals course equips learners with core principles, practices, and tools to enhance customer service workflows on the ServiceNow platform.

Learning Objectives and Outcomes:

  • Understand the features and benefits of ServiceNow’s CSM solution and how it differs from IT Service Management (ITSM).
  • Position CSM effectively across various workflows within the Now Platform.
  • Recognize why a specialized CSM approach is preferable over customizing ITSM for customer service needs.
  • Differentiate between business-to-business (B2B) and business-to-consumer (B2C) models within the context of CSM.
  • Describe components of customer and product portfolios and their management through CSM.
  • Configure core CSM data structures and supporting reference data for effective service delivery.
  • Manage customer cases efficiently by leveraging communication channels, case matching, and assignment rules.
  • Utilize the CSM agent workspace and understand the integration of CSM with other service management processes.
  • Enhance customer experience with B2B and B2C portals, service catalog, community, and knowledge management.
  • Analyze and track customer service data to inform business decisions and improve service delivery.

Technical Topic Explanation

Case management

Case management in Servicenow, often referred to as Servicenow CSM, is a system that helps organizations manage and resolve customer issues efficiently. It provides tools and processes that assist in handling complex customer interactions from start to finish. The ServiceNow CSM service streamlines the workflow, ensuring timely responses and customer satisfaction. Organizations looking to improve their customer service operations can benefit from Servicenow CSM training and Servicenow customer service management training to fully utilize the platform's capabilities and enhance their service management practices.

ServiceNow CSM training

ServiceNow CSM training focuses on teaching professionals how to use the ServiceNow Customer Service Management platform. This training helps staff efficiently manage and resolve customer issues using ServiceNow's tools and workflows. The curriculum covers how to leverage the platform to track customer interactions, automate service processes, and integrate with other systems to enhance overall service management. The goal is to equip teams with the skills needed to improve customer satisfaction and streamline service operations within their organizations. This training is vital for anyone involved in customer support who uses the ServiceNow ecosystem.

IT Service Management (ITSM)

IT Service Management (ITSM) involves managing the delivery of IT services to ensure they meet the needs of a business efficiently. It covers everything from planning and designing services to delivery and support. ServiceNow, a popular ITSM platform, offers Customer Service Management (CSM) solutions. The ServiceNow CSM module specifically addresses how to streamline and enhance customer interactions and support. Organizations often seek ServiceNow CSM training to equip their teams with the skills needed to effectively utilize this platform for improving customer service and satisfaction. Such training helps in better managing customer requests and issues, ensuring a high level of service management.

Communication channels

Communication channels in technology refer to the various pathways through which information travels between people, devices, or within networks. These channels can include traditional means such as telephones and mail, as well as digital modes like emails, social media, instant messaging, and video conferences. Effective communication channels are crucial for seamless interaction and collaboration, ensuring information is transmitted clearly and received accurately. In professional settings, optimizing these channels improves efficiency, enhances customer service, and boosts overall organizational productivity.

Agent workspaces

Agent workspaces in ServiceNow are designed to provide customer service agents with a streamlined and intuitive interface, enhancing how they manage and resolve customer issues. This centralized workspace allows agents to access all necessary tools and information in one place, helping to improve the efficiency and effectiveness of customer service processes. With specific training, such as ServiceNow CSM training, agents can further enhance their skills in utilizing these workspaces, ensuring they can deliver exceptional service using the features of ServiceNow's Customer Service Management platform effectively.

Data analysis

Data analysis involves examining, cleaning, transforming, and modeling data with the goal of discovering useful information, informing conclusions, and supporting decision-making. It includes various techniques and processes, and uses tools to draw insights from raw data. These insights can help businesses understand trends, make predictions, and enhance strategies to improve performance and customer interactions, including in platforms like ServiceNow for optimized customer service management.

Service Catalog integration

Service Catalog integration in ServiceNow enables organizations to centralize and manage service offerings in a single location. This feature allows customers and employees to easily browse, select, and request services that are predefined in the catalog. Including comprehensive tools for automating and tracking service requests, it streamlines workflows and enhances the efficiency of service delivery. This integration is particularly valuable in contexts like customer service management (CSM) in ServiceNow, where managing and fulfilling customer requests efficiently and effectively is critical for business operations and customer satisfaction.

Knowledge management

Knowledge management is the process of capturing, organizing, and sharing valuable information within an organization to enhance its performance. This approach helps to efficiently manage collective knowledge, facilitating decision-making and streamlining workflows. By systematically compiling data, insights, and experiences, companies can foster continuous learning and innovation, ensuring that valuable expertise is retained and easily accessible to improve customer service and operational efficiency.

Target Audience for Customer Service Management (CSM) Fundamentals

The Customer Service Management Fundamentals course is designed to enhance expertise in ServiceNow's CSM solution for various professionals.

  • Customer Service Managers
  • IT Service Managers
  • ServiceNow Administrators and Consultants
  • Technical Support Staff
  • Business Analysts
  • Operations Managers
  • Customer Success Managers
  • Product Support Engineers
  • IT Professionals looking to transition into Customer Service roles
  • Process Improvement Specialists
  • Customer Experience (CX) Strategists
  • CRM Specialists
  • Service Desk Analysts
  • Customer Service Representatives seeking advancement
  • CSM System Implementers
  • Service Management Professionals

Learning Objectives - What you will Learn in this Customer Service Management (CSM) Fundamentals?

Introduction to Learning Outcomes:

The Customer Service Management (CSM) Fundamentals course equips learners with core principles, practices, and tools to enhance customer service workflows on the ServiceNow platform.

Learning Objectives and Outcomes:

  • Understand the features and benefits of ServiceNow’s CSM solution and how it differs from IT Service Management (ITSM).
  • Position CSM effectively across various workflows within the Now Platform.
  • Recognize why a specialized CSM approach is preferable over customizing ITSM for customer service needs.
  • Differentiate between business-to-business (B2B) and business-to-consumer (B2C) models within the context of CSM.
  • Describe components of customer and product portfolios and their management through CSM.
  • Configure core CSM data structures and supporting reference data for effective service delivery.
  • Manage customer cases efficiently by leveraging communication channels, case matching, and assignment rules.
  • Utilize the CSM agent workspace and understand the integration of CSM with other service management processes.
  • Enhance customer experience with B2B and B2C portals, service catalog, community, and knowledge management.
  • Analyze and track customer service data to inform business decisions and improve service delivery.