Course Catalog
ServiceNow Customer Service Management Essentials (CSME)
Code: SNCSME
Duration: 3 Day
$2700 USD

OVERVIEW

In this 3-day interactive course, attendees master the core configuration and administration of the ServiceNow Customer Service Management (CSM) product. Through lectures, group discussions, and hands-on labs, participants build on existing knowledge and skills by applying implementation good practices. This course is designed for ServiceNow customers, partners, and employees who administer features, functions, and data associated with Customer Service Management.

DELIVERY FORMAT

This course is available in the following formats:

Virtual Classroom

Duration: 3 Day
Classroom

Duration: 3 Day

CLASS SCHEDULE

Delivery Format: Virtual Classroom
Date: Sep 14 2026 - Sep 16 2026 | 09:00 - 17:00 CDT
Location: Online
Course Length: 3 Day

$ 2700

Delivery Format: Virtual Classroom
Date: Sep 28 2026 - Sep 30 2026 | 09:00 - 17:00 CDT
Location: Online
Course Length: 3 Day

$ 2700

Delivery Format: Virtual Classroom
Date: Oct 05 2026 - Oct 07 2026 | 09:00 - 17:00 CDT
Location: Online
Course Length: 3 Day

$ 2700

Delivery Format: Virtual Classroom
Date: Oct 19 2026 - Oct 21 2026 | 09:00 - 17:00 CDT
Location: Online
Course Length: 3 Day

$ 2700

Delivery Format: Virtual Classroom
Date: Nov 23 2026 - Nov 25 2026 | 09:00 - 17:00 CST
Location: Online
Course Length: 3 Day

$ 2700

Delivery Format: Virtual Classroom
Date: Dec 14 2026 - Dec 16 2026 | 09:00 - 17:00 CST
Location: Online
Course Length: 3 Day

$ 2700

GOALS

Attendees master the core configuration and administration of the ServiceNow® Customer Service Management (CSM) product. .

OUTLINE

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

Will Be Updated Soon!
Will Be Updated Soon!
WHO SHOULD ATTEND

An attendee is a good fit for this course if they perform or advise on any of the following roles or job responsibilities:

  • Customer Service Management Administrator / ServiceNow System Administrator - who will be administering the applications related to the ServiceNow® Customer Service Management (CSM) product
  • Technical / Solution Consultants and Architects – who will be configuring, developing, or supporting the applications related to the ServiceNow® Customer Service Management (CSM) product
  • Project / Program / Engagement Managers – who will be leading the implementation of the ServiceNow® Customer Service Management (CSM) product
PREREQUISITES

Data analysis and student feedback show that students may struggle in this class if they have chosen to skip the prerequisite courses: