---
sourceDocument: Zurich Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/customer-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Explore

# Exploring Customer Service Management {#ariaid-title1}

Release version: Zurich  
Updated July 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Exploring Customer Service Management

The Customer Service Management (CSM) application in ServiceNow helps organizations proactively resolve customer issues and requests, improving customer satisfaction and retention.
It automates service processes and provides agents with visibility into customer systems and tools, enabling proactive service delivery.
Show full answer Show less  

## Key Features

* **Connecting Teams:** Integrates front, middle, and back office teams to address customer issues proactively and enhance self-service through automation.
* **Real-Time Visibility:** Offers real-time insights into customers' products and services, enabling preemptive alerts and automated resolution of common issues.
* **Issue Tracking and Assignment:** Facilitates direct issue assignment and resolution by connecting teams with the customer's departments, maintaining records of known issues to prevent recurrence.
* **Customer Data Management:** Collect, organize, and analyze customer data to better understand their needs.
* **Self-Service Portal:** Supports customer self-service with integrated knowledge articles, service catalogs, communities, and chatbots.
* **Omnichannel Support:** Enables customer support across phone, messaging, chat, web, email, in person, and social media channels.
* **Agent Experience:** Enhances agent efficiency for faster case resolution and improved customer experience.
* **Case Management:** Manages interactions, SLAs, account relationships, and outsourced services.
* **Install Base Management:** Identifies customer support needs and opportunities for upselling add-ons.
* **Intelligence:** Automates task creation, triage, investigation, routing, solution recommendations, and trend identification.
* **Analytics and Insights:** Provides visibility into data and processes to identify improvement areas.
* **Optimization:** Monitors process and team performance, ensuring standards conformance and continuous optimization.
* **Engagement Messenger:** Embeds a customizable messenger on websites or mobile sites to facilitate interaction with ServiceNow features like knowledge browsing, case creation, and Virtual Agent.

## Key Outcomes

By implementing the CSM application, ServiceNow customers can streamline operations across all service teams, enhance self-service capabilities, automate issue resolutions, and empower agents with real-time information and guidance. This leads to improved operational efficiency, faster issue resolution, and an overall superior customer service experience.  
Learn how the Customer Service Management (CSM) application can help your organization resolve customer issues and requests for your customers. By adopting a proactive customer service approach, you can increase your customer satisfaction and
retention.

## Overview of Customer Service Management {#exploring-csm__section_g1k_4ql_swb}

With the Customer Service Management application, you can automate your processes and give your service agents visibility into the customer systems and tools that they need to deliver proactive services to your customers. Key benefits of the Customer Service Management application include:

Connecting your teams to boost efficiency
:   You can bring your front, middle, and back offices together so that you can proactively address customer issues and enable more self-service through automation.

Establishing real-time visibility into your customers' products and services
:   Proactively detect and prevent issues by sending preemptive alerts to your affected customers. You can identify and predict trends to drive the actionable improvements and automate the resolutions for the most often
    recurring problems.

Identifying and assigning your issues directly
:   You can connect your teams to track issues to a resolution by directly contacting the customer's department and quickly resolving these issues. You can also maintain a record of the known issues so that future
    customers don't have to experience the same problems.

Whether starting or expanding your implementation of Customer Service Management, learn more about the available features that you can use to improve your customer service experience and to track your cases from start to finish.

## Customer Service Management workflow {#exploring-csm__section_dh3_wgq_fyb}

The following infographic shows a sample Customer Service Management workflow that describes the different stages handled by an agent, from creating a new case to the case completed.  
Figure 1. Visual representation of the CSM workflow

## Benefits {#exploring-csm__section_twf_fqm_hmb}

By utilizing CSM, you can streamline operations throughout the front, middle, and back office, resulting in improved efficiency. Additionally, you can implement self-service features across multiple channels and
automate issue resolution. Furthermore, CSM empowers agents with real-time information and intelligent guidance, ultimately enhancing their performance.
{#exploring-csm__table_lrg_lmc_kvb__entry__3}

| Benefits | Key Features | Role |
|-|-|-|
| Learn how to collect, organize, update, and analyze data about your customers. | [Customer Data Management](https://www.servicenow.com/docs/6LFFUtwTVwVoqQ8jRLpyjQ "Organize and manage the data for both your internal users and external customers by using the Customer Service Management application. You can give your managers and agents a comprehensive view of customer data, including account and contact or consumer details, products and services, assets, contracts, and entitlements.") | Manager |
| Drive self-service from a portal that is integrated with knowledge articles, service catalogs, communities, and chatbots. | [Self- Service](https://www.servicenow.com/docs/H9nAvEMbBh5cFRT4WW7kxQ#self-service-options-csm-customers "With the Customer Service Management (CSM) application, you can provide service for your customers through web applications that hosts self-service capabilities like knowledge articles, community forums, service catalogs, case management, and chat.") | Administrator |
| Support your customers across phone, messaging, chat, web, email, in person, and social media. | [Omnichannel](https://www.servicenow.com/docs/ywcgCSSdbFSmE7o5_S4rXA#omnichannels-communicating-customers "Meet customers where they feel most comfortable by providing omnichannel support. Customers can use chat on the Customer Service Management portal, chat via consumer messaging apps, use email, or place a phone call.") | Agent |
| Improve your agent efficiency for faster resolution and a better customer experience. | [Agent experience](https://www.servicenow.com/docs/bnBLcWBhf~huODqNgsiXhg "Your agents can assist customers through various interaction channels to resolve their issues and manage their cases, delivering high-quality and efficient customer service with Customer Service Management application.") | Manager |
| Manage the interactions and service level agreements (SLAs), model account relationships, and outsourced service. | [Case management](https://www.servicenow.com/docs/jd_WJ6T4C3JW8W9Z~mtXKw "Manage customer requests and issues by creating cases, routing cases to agents and groups, and working toward resolution. With case management, you can provide your agents with the tools they need to evaluate cases, communicate with customers, answer questions, and resolve issues.") | Administrator |
| Quickly identify the support that a customer needs as well as the opportunities for adoption and selling other add-ons. | [Install Base management](https://www.servicenow.com/docs/SPkSGuZrP9DtDi1UWTBd9A "Track which products and services have been purchased by a customer, how they've been installed or provisioned, along with the detailed configuration for each installed item.") | Agent |
| Increase your productivity with automated task creation, triage, and investigation so customers get answers fast. Also, learn how to route issues, recommend solutions, and identify trends. | [Intelligence](https://www.servicenow.com/docs/HKQoalJPOTaxQZDsLmkzyA "Use the Intelligence solutions for the Customer Service Management application to access machine learning frameworks, search and automation functions, and natural language processing to automate and enhance your agent and customer experience.") | Manager |
| Get at-a-glance visibility and a deep understanding of the data and identify areas that impact your processes. | [Analytics and Insights](https://www.servicenow.com/docs/pg8_lIKbyFNS3tveonP80w "Use the Performance Analytics applications for Customer Service Management to report your customer service performance and effectiveness. You can use the predefined key performance indicators (KPIs) and preconfigured role-based dashboards for monitoring your customer service processes.") | Manager |
| Instantly monitor and analyze your processes, teams, and performance. Also check your conformance to standards, and learn how you can constantly optimize and improve your processes. | [Optimization](https://www.servicenow.com/docs/yideJJM_QlpsGQ5dxYHtTA "Optimize your processes by using the Customer Service Management application. You can analyze which processes are relevant to your key performance indicators (KPIs), identify the bottlenecks for your customer service cases, learn how to optimize your workforce, and manage your teams more efficiently.") | Manager |
| Embed a messenger-like pop up inside any website to interact with ServiceNow features, such as browsing knowledge, creating a case, and interacting with Virtual Agent and manage how your customers use your web applications and services from one central location. You can also configure the behavior and styling of the messenger and deploy the configuration on the websites or mobile sites of your choice. | [Engagement Messenger for Customer Service Management](https://www.servicenow.com/docs/h5ZNFJoMan4mq_fjNFyyyQ "By using the ServiceNow Engagement Messenger application, your customers use self-service to find the information or service that they need from your third-party web applications that are outside of the ServiceNow environment.") | Administrator |
[Table 1. Benefits of CSM features]

{#exploring-csm__table_lrg_lmc_kvb}