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Scalability & Speed to Value: Intro to CRM Foundation for AI Agents

Published on by Lolita Honkpo | Updated on

In the world of Customer and Industry Workflows (CIWF) implementations, defining what a “Most Lovable Product” looks like for a Phase 1 rollout is a significant challenge for many reasons (complexity of the business, customer language, practices established, among others). The goal is to deliver scalable, high-performing, and secure solutions that bridge the front, middle, and back offices—while leveraging the full power of our AI agents in the Now Platform without relying on heavy customization and frustrating chatbots. In this session, we’ll introduce strategies for CIWF Foundational Data Models, including:

Customer Data Foundation (Master)
Service Model Foundation (Master)
Customer Product Foundation (Transactional, formerly Install Base Management)
Case Management (Transactional, Case Types, etc.)

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