MyGK
Support
USA USA - English
Checkout

Cart () Loading...

    • Quantity:
    • Delivery:
    • Dates:
    • Location:

    $

Subtotal

$

Checkout

or Continue Shopping

Course  
Contact Sales
Support
Checkout

Cart () Loading...

    • Quantity:
    • Delivery:
    • Dates:
    • Location:

    $

Subtotal

$

Checkout

or Continue Shopping

Request Group Training

Customer Service Management (CSM) Implementation

Learn and practice various tactical skills and strategies that will prepare you to implement CSM.

In this 2-day interactive course attendees cover the domain knowledge, common implementation technical aspects, and various processes needed to effectively manage a Customer Service Management (CSM) implementation.

Students will learn and practice various tactical skills and strategies that will prepare them to implement CSM. Through lectures, group discussion, and hands-on labs, participants build on  existing knowledge and skills by applying implementation best practices.

Course topics include:

  • Implementing Customer Service Operations, including:
  • Communication channels, case types, and CSM Agent Workspace
  • Implementing Customer Engagement, focusing on the customer portals
  • Implementation Preparation Best Practices, including Now Create® and Organizational Change Management (OCM)
  • Implementing Performance Management, particularly how it pertains to measuring and managing CSM
GK# 821234 Vendor# SN CSM Imp
Vendor Credits:
No matching courses available.
Start learning as soon as today! Click Add To Cart to continue shopping or Buy Now to check out immediately.
Access Period:
Scheduling a custom training event for your team is fast and easy! Click here to get started.

Who Should Attend?

The ServiceNow Customer Service Management Implementation course is for Customers, Partners, and Employees who are getting ready to implement the application and configure it to their needs. An attendee is a good fit for this course if they fall into these roles:

  • Technical Consultants and Administrators – who will be configuring, developing or supporting the CSM applications
  • Project/Program/Engagement Managers – who will be leading implementation of CSM application in ServiceNow
  • Process Managers and Administrators – who have oversight of work which will be facilitated using the CSM application in ServiceNow
  • ServiceNow System Administrators

What You'll Learn

Course Format:

ServiceNow Customer Service Management Implementation is a 2-day course taught both as Instructor-led training (ILT) and Virtual Instructor-led training (VILT) in multiple time zones throughout the world.

Demonstrations:

Multiple demonstrations are provided throughout the course to aid students in visualizing the lecture concepts.

Hands-On:

Extensive hands-on exercises are included with each course module to reinforce the lecture concepts and provide practical experience.

Group Activities:

Several instructor-led group activities such as knowledge checks, concept reviews, and open discussions are embedded throughout the course flow. Participants can validate their newly acquired knowledge as well as benefit from real-life business scenarios shared by fellow students.

Course Objectives:

Through a combination of lecture, group discussions, lab work, and simulated environment, attendees will learn the domain knowledge, common implementation technical aspects, and various processes needed to effectively manage a CSM implementation.

Course Flow:

During this two-day, interactive training course, students access the ServiceNow platform in their own student instance, which is a “safe sandbox” loaded with demo and test data.

The class uses a fictitious company and different personas throughout course to present real world scenarios with relevant demonstrations and lab exercises. The class features lecture and group discussions, as well as extensive hands-on practice and reinforcement delivered in a variety of labs and simulated environment.

Course Outline

Welcome to CSM Implementation On Demand

  • Course Introduction
  • Request a Lab Instance

Module 1: Implementing Customer Service Operations

  • Introduction and Objectives
  • Communication Channels Overview
  • Communication Channels: Email with Inbound Email Actions
  • Communication Channels: Email with Inbound Email Flows
  • Communication Channels: Virtual Agent
  • Case Types
  • CSM Workspaces: Overview and List Configuration
  • CSM Workspaces: Quick Actions and Response Templates
  • CSM Workspaces: Form Header and Ribbon
  • CSM Workspaces: Case Digests and Customer Central
  • Playbooks
  • Guided Decisions
  • Recommended Actions
  • Proactive Customer Service Operations
  • Proactive Customer Service Operations Demo
  • Routing and Assignment: Overview and Skill Determination
  • Routing and Assignment: Assignment Workbench and Matching Rules
  • Routing and Assignment: Advanced Work Assignment and Agent Affinity
  • Predictive and Task Intelligence
  • Knowledge Check
  • Module Recap

Module 2: Implementing Customer Experience

  • Introduction and Objectives
  • Customer Service Portals
  • Knowledge Management: Capabilities and Access Management
  • Knowledge Management: External Content Integration
  • Knowledge Management: Auto-Responder for Case Deflections
  • Knowledge Check
  • Module Recap

Module 3: Implementation Best Practices

  • Introduction and Objectives
  • Now Create
  • Workshop Strategy and Implementation Philosophy
  • Organizational Change Management
  • CSM with Field Service Management (FSM)
  • 3rd Party Integrations
  • Industry Data Models: Overview
  • Industry Data Models: Service Organizations
  • Industry Data Models: Households
  • Security and Access Control in Customer Service Management
  • Knowledge Check
  • Module Recap

Module 4: Implementing Performance Management

  • Introduction and Objectives
  • Performance Analytics and Reporting
  • Continual Improvement Management with CSM
  • Knowledge Check
  • Module Recap

Certified Implementation Specialist – Customer Service Management Voucher Info

Labs Outline
  • Lab 01.01: Class Preparation
  • Lab 01.02: Inbound Email Flows
  • Lab 01.03: Case Types
  • Lab 01.04: CSM Configurable Workspace
  • Lab 01.05: Case Skill Determination
  • Lab 01.06: Advanced Work Assignment for CSM
  • Lab 02.01: CSM Portal Page
  • Lab 02.02: Portal Case Creation
  • Lab 02.03: CSM Knowledge Base Management
  • Lab 02.04: Knowledge-Centered Service for CSM
  • Lab 03.01: Auto-Close Resolved Cases
  • Lab 04.01: Customer Service Performance Analytics

Prerequisites
  • Completion of ServiceNow Fundamentals course and successful completion of associated certification (Certified System Administrator)
  • Completion of ServiceNow Platform Implementation course
  • Completion of CSM Fundamentals course