Case management for Customer Service Management
Summarize
Summary of Case management for Customer Service Management
Case management in Customer Service Management (CSM) enables organizations to efficiently handle customer requests and issues by creating, routing, and resolving cases. It supports agents with tools to evaluate cases, communicate with customers, and deliver timely resolutions, thereby enhancing the overall customer experience. Cases can originate from multiple communication channels such as email, phone, or chat, and the process involves categorizing, assigning, and tracking cases until completion.
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Key Features
- Case Workflows: Automate and streamline the steps and tasks involved in resolving cases. Workflows help track task progress and accelerate resolution.
- Case Types: Define specific data and processes tailored to different issue categories, departments, or products, allowing customized handling of diverse customer support scenarios.
- Service Definitions: Link products and services to case types, enabling agents and customers to quickly access relevant case options based on the customer’s needs or purchased products.
- Playbooks: Provide agents with visual, step-by-step guidance to handle complex cases efficiently, improving productivity and ensuring consistent customer service delivery.
- Major Issue Management: Manage significant issues affecting multiple customers by proactively identifying impacted customers, creating cases for them, and coordinating communication until resolution.
- Customer Project Management: Track and manage long-term, complex customer projects, including issue resolution and cost tracking, to improve customer satisfaction and reduce support costs.
Key Outcomes
- Enhanced agent efficiency through automated workflows and structured guidance.
- Improved customer satisfaction by providing timely, organized, and transparent case handling.
- Proactive management of widespread issues to minimize customer impact and support load.
- Better alignment of support processes with business units and product lines via case types and service definitions.
- Effective handling of complex customer engagements through integrated project management capabilities.
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.
Getting to know the case management process
Case management refers to the business processes and activities designed to evaluate and address customer issues and requests while managing the overall customer experience through effective communication. Case management enables you to engage with customers, categorize and route cases, assign work to agents, and manage cases through resolution and reporting. Case management starts with case creation as customers reach out through a number of communication channels including email, phone, and chat.
The following diagram shows the case management process.
- Case workflows
- Case types
- Service definitions
- Playbooks
- Major issue management
- Customer project management
Case workflows
A case workflow is a series of steps and tasks that are involved in closing a case. By using a case workflow, you can automate systems to simplify your processes, track task completion, and accelerate case resolution.
To learn more about case workflows, see Configure proactive case flows.
Case types
A case type is a collection of data and processes that are needed to resolve a specific type of issue. For example, case types are needed when a company has different processes for supporting customers across multiple departments, business units, or products. By using a case type, you can separate these processes through case applications that support each process.
To learn more about case types, see Customer Service Case Types.
Service definitions
A service definition refers to a specific type of service request that your agents can offer to customers for a case type. Service definitions establish a connection between the products, services, and case types so agents and customers can quickly access the relevant case types by the customer or product.
To learn more about the service definitions, see Service definitions.
Playbooks
Playbooks provide agents with a visual guide, including step-by-step guidance for the various tasks that the agents can use to resolve the specific type of customer service cases. A playbook helps to improve agent productivity and your customer experience by digitizing and automating complex customer service processes.
To learn more about playbooks, see Playbooks for Customer Service Management.
Major issue management
With major issue management, you can efficiently manage your customer communication and resolution process for a major issue that impacts multiple customers. By identifying other affected customers who haven’t reported the issue, you can proactively create cases, notify the affected customers, and manage all the issues until resolution.
To learn more about major issue management, see Major issue management overview.
Customer project management
With customer project management, your company can track and manage long-term complex projects, resolve issues, and track the cost of serving customers on complex projects. Customer project management helps your company to improve the customer experience, reduce inbound calls, and lower costs.
To learn more about customer project management, see Integrate with Customer Project Management.