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Customer Service Management (CSM) Essentials

Master the core configuration and administration of the ServiceNow Customer Service Management product through hands-on labs, real-world scenarios, and guided instructor-led training.

Overview

Overview

Customer Service Management Essentials is a three-day instructor-led course designed for professionals who configure, administer, and implement the ServiceNow Customer Service Management product.

The course combines structured lectures, group discussions, and extensive hands-on labs to help participants build practical CSM skills. Working in their own student instance, learners apply implementation best practices across case management, interaction handling, customer data administration, workspace configuration, and analytics. This course replaces both the previous CSM Fundamentals and CSM Implementation courses.

Prerequisites

The following courses are mandatory. Data and student feedback show that skipping these prerequisites directly impacts performance in this course:

  • Welcome to ServiceNow (on demand)
  • ServiceNow Administration Fundamentals (instructor-led or on demand)
  • ServiceNow Platform Implementation (instructor-led or on demand)
Scope
  • Duration: 3 days
  • Format: Instructor-led training (in-person and virtual) across multiple time zones
  • Platform Support: ServiceNow platform including CSM Configurable Workspace, Advanced Work Assignment, Case Management, Service Portal, and Customer Service Management applications
Target Audience

This course is designed for ServiceNow customers, partners, and employees who administer features, functions, and data associated with Customer Service Management. It is a strong fit for professionals in the following roles:

  • Customer Service Management Administrators and ServiceNow System Administrators responsible for administering CSM applications
  • Technical and Solution Consultants and Architects configuring, developing, or supporting CSM applications
  • Project, Program, and Engagement Managers leading CSM implementations
Key Learning Outcomes

By the end of this course, learners will be able to:

  • Describe the Customer Service Management product in terms of features, benefits, and architecture
  • Define essential customer service concepts including the difference between Interaction Management and Case Management and their end-to-end lifecycles
  • Manage and administer customer data including Consumers, Accounts, Contacts, Contracts, Entitlements, Sold Products, and Install Base items
  • Address customer inquiries and resolve issues using Cases, Case Types, Case Tasks, State Flows, Escalations, and Major Issue Management
  • Configure baseline Case configuration using Case Types and Service Definitions
  • Configure and use CSM Configurable Workspace to manage cases across multiple communication channels
  • Enhance agent productivity using Advanced Work Assignment for Interactions and Cases
  • Manage cases using Special Handling Notes and Targeted Communications
  • Track business process health using analytics for Customer Service Management
What’s Next

After completing this course, learners can apply their CSM configuration and administration skills in real-world ServiceNow deployments. This course also serves as a strong foundation for professionals pursuing deeper specialization in Customer Service Management implementation and platform architecture.

Certification

N/A

FAQs

#1. What does this course replace? 

This course replaces both the previous CSM Fundamentals and CSM Implementation courses and includes the most up-to-date content for the ServiceNow Customer Service Management product.

#2. Are the prerequisites mandatory? 

Yes. The prerequisites for this course are mandatory. Data and student feedback confirm that skipping them directly affects performance in class. Learners must complete Welcome to ServiceNow, ServiceNow Administration Fundamentals, and ServiceNow Platform Implementation before attending.

#3. Will I get hands-on practice during the course? 

Yes. The course includes extensive hands-on labs in a personal student instance, along with live demonstrations and group activities such as knowledge checks and concept reviews throughout each module.

#4. Who is this course designed for? 

This course is designed for CSM Administrators, System Administrators, Technical and Solution Consultants, Architects, and Project or Engagement Managers who are involved in administering, configuring, or implementing the ServiceNow Customer Service Management product.

Exam Resources

Credits Guide

Credits FAQ

Objectives

  • Define core CSM concepts including Customer Service Management, Customer, Service Provider, and Service Request Channels
  • Create and manage customer data including B2B, B2C, and B2B2C business models
  • Configure Interaction Management and routing using Advanced Work Assignment
  • Manage products, Install Base items, Contracts, and Entitlements
  • Configure Case Types, Service Definitions, and the Case Type Selector
  • Work cases in the CSM Workspace and manage escalations, case tasks, and case summaries
  • Configure Major Case Management and Targeted Communications
  • Build and review CSM metrics and persona-based dashboards
Note : A representative from Datacipher will contact you with further details

Training Credits/Participant: 30

Payment Methods

At DataCipher, we provide a range of payment options for our Palo Alto courses. Here’s what you can choose from:

Palo Alto Networks Training Credits and Vouchers – We accept both training credits and training vouchers issued by Palo Alto Networks. To enroll in a course using your credits or vouchers, please click the Register button. You’ll have the opportunity to apply these credits during the final step of the registration process.

Purchase Order (PO) – If your organization prefers using a purchase order, begin the registration by clicking the Register button. At the conclusion of the registration form, choose the option “My company will pay for it, please send an invoice with the payment details.” Our training team will then provide an official quote and any necessary additional information that your accounts department might need to issue the PO.

Bank Transfer – DataCipher maintains bank accounts in both the US and Europe, accommodating all standard bank transfer methods such as IBAN/BIC, Swift, ACH, or wire transfer. To make a payment via bank transfer, simply use the Register button to sign up for your selected course.

Credit Card Payments – We accept payments from all major credit cards, including Mastercard, VISA, American Express, Discover & Diners, and Cartes Bancaires. Payments can be made directly through the registration link or by requesting an invoice that includes a web link for online payment. All transactions are secure, and DataCipher does not store any credit card information.

These methods are designed to make the registration process as smooth and flexible as possible for all participants.

Status

Guaranteed to Run – DataCipher is committed to running this class unless unforeseen events such as an instructor’s accident or illness occur.

Guaranteed on Next Booking – The course will proceed once an additional student registers.

Scheduled Class – We have scheduled this course and rarely cancel due to low enrollment. We offer a “Cancel No More Than Once” guarantee, ensuring that if a class is canceled due to insufficient enrollment, the next session will run regardless of the number of attendees.

Sold Out – If the class is fully booked, please use our contact form to join the waiting list or to inquire about additional sessions. We’re here to accommodate your training needs and keep you informed of new opportunities.

Half and Full-Day Training

At DataCipher, we offer our training courses in both traditional full-day and convenient half-day formats. Our half-day classes are specifically designed for IT professionals who cannot be away from their workplaces for consecutive full days. This flexible schedule allows participants to dedicate a few hours to learning and then return to their regular work responsibilities.

The curriculum for both the full-day and half-day formats is identical. The primary difference is that the half-day classes spread the coursework over a more extended period, providing a balanced approach to professional education. DataCipher has been successfully running these half-day training sessions for several years, receiving consistently positive feedback from our customers. They appreciate the flexibility and report that the extended timeframe facilitates a deeper understanding of the material, as it gives them more time to absorb and reflect on the information learned.

Customer Service Management Essentials is a three-day instructor-led course designed for professionals who configure, administer, and implement the ServiceNow Customer Service Management product.

The course combines structured lectures, group discussions, and extensive hands-on labs to help participants build practical CSM skills. Working in their own student instance, learners apply implementation best practices across case management, interaction handling, customer data administration, workspace configuration, and analytics. This course replaces both the previous CSM Fundamentals and CSM Implementation courses.

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