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Customer workflows

ServiceNow CSM and field service

Connected service from first contact to field engineer. We implement CSM and FSM so customer issues are resolved by the teams that can fix them, not bounced between them.

Customer service on ServiceNow pays off when it is connected to the rest of the platform. A case that can see the affected service, the open change and the field engineer's schedule is resolved differently from one that lives in a silo. That connection is what we design for.

We work with B2B service organisations, managed service providers and product companies that need case management, entitlements, field service and customer portals on one platform.

Modules and capabilities

Case managementAccount and contact modelEntitlements and SLAsCustomer portal and Engagement MessengerField Service ManagementSales and Order ManagementOtto for CSMOmnichannel
Delivered by certified consultants, under ISO 27001 and ISO 9001, from the UK, US and India.
What we deliver

Customer service: what we do for you

CSM implementationCase types, account and contact hierarchies, entitlements, SLAs and the workspace agents work in all day.
Customer portalSelf-service, knowledge and case tracking through the Customer Service Portal or Engagement Messenger embedded in your own site.
Field Service ManagementWork orders, scheduling, mobile and parts, connected to the cases and assets they relate to.
Proactive serviceCases raised from Event Management and ITOM when a customer's service degrades, before the customer calls.
IntegrationCRM, ERP, telephony and partner ITSM tools connected, including our ITSM Connectors for suppliers and MSPs.
Otto for CSMCase summaries, resolution notes and customer-facing generative answers once the knowledge is in place.
How it runs

Our approach

Service modelCustomers, accounts, products, entitlements and how cases flow between teams.
ConfigureCSM, portal and FSM built in sprints with agents in the room.
IntegrateCRM, telephony, ERP and partner tools connected through IntegrationHub.
Launch and measureCSAT, first-contact resolution and backlog tracked from day one.
Outcomes

What changes

  • Cases resolved by the right team first time, with the service context attached
  • Customers who can see progress without calling
  • Field work scheduled and closed from the same platform as the case
  • SLAs and entitlements enforced rather than remembered
FAQ

Questions we get asked

How is CSM different from ITSM?

ITSM serves employees and internal services; CSM serves external customers, with accounts, contacts, entitlements and products. They share the platform, the CMDB and the workflow engine, which is exactly why connected service works on ServiceNow.

Can you connect ServiceNow CSM to our suppliers' ticketing tools?

Yes. Our ITSM Connectors product provides bi-directional integration with Zendesk, Jira Service Management, BMC and other supplier and MSP tools, so tickets, updates and SLAs flow both ways without re-keying.

Talk to an expert

Talk to us about customer service

Tell us where you are and what you want to change. We'll get back to you soon.

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