Set up your environment

Begin your customer journey by preparing your Customer Service Management environment with data models, customer data, product data, user management, and case management tools to go live.

Getting startedActivate Customer Service Management, and import your foundation data.	Customer dataConfigure customer data, such as accounts, contacts, and consumers.	User managementCreate and manage data for internal users, such as managers, agents, and support groups.
Product dataConfigure product data including product models, sold products, install base items, and installed products.	Data modelsCreate and manage data models for Customer Service Management.

Figure 1. Set up environment overview

Getting started

Start by activating the Customer Service Management plugin and importing your foundation data to establish a solid framework. This approach helps you to plan and install any additional plugins you need, securing a well-integrated and effective system for optimal performance. Activate the CSM plugin and foundation data to establish a robust framework. It facilitates efficient plugin planning and installation, confirming a well-integrated system.

Customer data

Configure customer data in Customer Service Management, including details about accounts, contacts, and consumers to confirm comprehensive information capture. This setup confirms that all the relevant customer and account information is captured.

User management

Create and manage user data for internal users such as managers, agents, and support groups, as well as external users. Configure their access to features, capabilities, and case data in Customer Service Management features and case data. This setup helps establish relationships that streamline case management and enhance support roles for accounts, leading to better efficiency and effectiveness in handling customer interactions.

Product data

Configure product data to streamline Customer Service Management including product models, sold products, install base items, and installed products. This setup helps you quickly access relevant details, resolve issues more effectively, and improve overall service by providing a clear view of product status and history.

Data models

Create and manage structured and flexible data models in Customer Service Management to meet industry needs, with organized data, accurate interactions, and seamless adaptability.