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Recommended training for CSM

ServiceNow Learning training and certification sets you and your business up for success, which is why it’s critical to make training an essential part of your ServiceNow program. By building the right skills, you can deliver more value more quickly,...

New: CSM Reference Architecture

We're publishing a new white paper in response to inquiries from customers on best practices to digitize and automate customer service workflows and deliver a seamless user experience. Take look and let us know what you think! CSM Reference Architect...

Abhi Rele1 by ServiceNow Employee
  • 4100 Views
  • 1 comments
  • 6 helpfuls

CSM Process Workshops

Before starting implementation, it's always a good idea to conduct a process workshop to verify processes and identify requirements.  Listed here are process workshop guides you can use to run workshops if you are self-implementing or to prepare if y...

ServiceNow by Administrator
  • 1973 Views
  • 2 comments
  • 3 helpfuls

CSM Product Architectures

It always helps to understand how ServiceNow products work foundationally and how they are connected to other products, which is the purpose of the following product architectures.   Customer Service Management - Product Architecture Blueprint Commun...

ServiceNow by Administrator
  • 2383 Views
  • 1 comments
  • 0 helpfuls

CSM ACL White Paper

CSM product serves both B2B (business-to-business) and B2C (business-to-consumer) business purpose. There can be many different possible relationships and directions of engagement required by our users. Therefore, to ensure the data access while main...

Yingjie Sun by ServiceNow Employee
  • 2594 Views
  • 2 comments
  • 5 helpfuls

Customer Service Management (CSM) Fundamentals

Customer Service Management (CSM) Fundamentals - On-Demand (Course)    Introduction to Customer Service Management   Customer service is all about providing services to customers before, during, and after the purchase of a product and/or service. As ...

Lokesh C1 by Tera Contributor
  • 11341 Views
  • 1 comments
  • 10 helpfuls

Inline List Editing in Agent Workspace

In the previous versions before Rome, we have no functionality to edit the records in List Layout in Agent Workspace. To do that we have to open the record and edit the field value. From Rome release we have the functionality to edit the records in L...

Dynamic updates from Playbook to Slack

Dynamic updates from Playbook to Slack channel Playbooks provide step-by-step guidance for completing tasks needed to resolve specific types of customer service cases. This article will show you how to integrate/post data dynamically to third party a...

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Prasenjit by ServiceNow Employee
  • 823 Views
  • 1 comments
  • 3 helpfuls

Large Call Center Design & Integrations - White Paper

Hi All,   From the CIWF Product Success Team, new white paper now available! Many thanks to Salil Belani and Parag Mone for their expertise.   Audience: Customers/Partners/Implementers   Leading Practices for Large Call Center Design & Integrations ...

Erik Ryan by ServiceNow Employee
  • 473 Views
  • 1 comments
  • 0 helpfuls

CSM Now on Now

Ever wonder how ServiceNow uses its own products? We have a program called Now on Now where ServiceNow employees highlight how they are innovating on the product. Listed here are presentations and white papers that relate to CSM.   Now on Now: Implem...

ServiceNow by Administrator
  • 324 Views
  • 1 comments
  • 0 helpfuls
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