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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
  • 2615 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
  • 2838 Views
  • 1 comments
  • 2 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
  • 2933 Views
  • 2 comments
  • 5 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...

cx2162 by Tera Guru
  • 5438 Views
  • 5 comments
  • 36 helpfuls

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
  • 1273 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
  • 692 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
  • 453 Views
  • 1 comments
  • 0 helpfuls

ITSM --> CSM Migration Whitepaper (Quebec)

Hi All, With much help from others (Thanks in particular to Tom F. and then many others who gave edits) I updated and added to a previous version of an ITSM --> CSM Migration whitepaper. Included in this newer version: Updated for QuebecDifferences b...

Erik Ryan by ServiceNow Employee
  • 2613 Views
  • 5 comments
  • 7 helpfuls

The Constituent CX

In this post I'll describe 5 key ways ServiceNow technology supports high quality customer experience when dealing with constituents. Constituent experience is more than just providing an outcome. It also includes how the engagement transpires, which...

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