Course Information
Course Overview
ServiceNow CSM Mastery: DeliverSmarter Customer Service, Architecture, Processes, and Best Practices, CIS-CSM Exam Prep.
|| Unofficial Course ||
This course is designed to provide a comprehensive understanding of ServiceNow Customer Service Management (CSM) and its capabilities in transforming customer support operations. Starting with the fundamentals, you will learn what Customer Service Management is, the role ServiceNow plays in modern customer service, and the key benefits organizations gain from implementing CSM.
As you progress, the course dives into the CSM application architecture, exploring core components, the case management lifecycle, and the underlying data model that powers the platform. A strong emphasis is placed on case management, including case types, assignment, routing, prioritization, and the role of SLAs and entitlements in delivering exceptional customer experiences.
The course also covers managing accounts, contacts, and consumers, along with understanding their relationships with cases to create a complete customer view. Knowledge management within CSM is explained in detail, including the principles of Knowledge-Centered Support (KCS) and the lifecycle of knowledge articles, which are essential for providing effective self-service and agent support.
You will explore the different communication channels available in CSM, such as email, chat, virtual agents, and omni-channel capabilities, along with integrations with contact centers for seamless customer interactions.
In addition, the course guides you through creating self-service portals and communities, configuring and branding portals, and using communities to foster collaboration and customer engagement. You will also gain hands-on insights into process automation within CSM, including workflows, the Process Automation Designer, and Playbooks that streamline and optimize service delivery.
The training further introduces Field Service Management (FSM) integration, showing how dispatching, work orders, and case linking enhance end-to-end customer service.
By the end of this course, you will have an in-depth understanding of how ServiceNow CSM works, how it improves customer service efficiency, and how to configure and apply its powerful features in real-world business scenarios.
Whether you are an administrator, consultant, or service professional, this course equips you with the skills and knowledge to implement and manage ServiceNow CSM effectively to deliver exceptional customer experiences.
Thank you
Course Content
- 9 section(s)
- 27 lecture(s)
- Section 1 Introduction to ServiceNow CSM
- Section 2 CSM Application Architecture
- Section 3 Case Management
- Section 4 Accounts, Contacts, and Consumers
- Section 5 Knowledge Management in CSM
- Section 6 Communication Channels
- Section 7 Customer Portals and Communities
- Section 8 CSM Process Automation
- Section 9 Field Service Management Integration
What You’ll Learn
- Understand the fundamentals of Customer Service Management and ServiceNow’s role in modern customer support
- Explore the architecture, core components, and data model of ServiceNow CSM
- Manage cases effectively, including types, lifecycle, assignment, routing, and prioritization
- Apply SLAs and entitlements to ensure service quality and customer satisfaction
- Manage accounts, contacts, and consumers, and understand their relationships with cases
- Leverage knowledge management and Knowledge-Centered Support (KCS) to enhance self-service and agent productivity
- Utilize omni-channel capabilities such as email, chat, virtual agent, and integrate with contact centers
- Configure, brand, and manage self-service portals and customer communities for better engagement
- Automate processes using workflows, Process Automation Designer, and Playbooks in CSM
- Integrate Field Service Management (FSM) with CSM for dispatching, work orders, and end-to-end service delivery
- Gain practical insights into real-world use cases and best practices for implementing ServiceNow CSM
Skills covered in this course
Reviews
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SSten Dorado
Beneficial highlights
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PPeter Fahmy
It doesn't cover Customer service Management exam in details
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KKorri Kerts
Nice stuff for teams success
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CCamron Marco
I’m currently enrolled in the Master ServiceNow CIS Customer Service Management (CSM) 2025 course on Udemy, and I absolutely love it! The content is clear, engaging, and well-structured, making complex topics easy to understand.