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ServiceNow CSM Training
ServiceNow

ServiceNow CSM Training

Learn ServiceNow CSM Training with customer case management, workflows, portals, service catalogs, automation, integrations and practical Customer Service Management skills.

5/5(4,890 Reviews)

Level

Advanced

Duration

6 Weeks

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Genpact Logo
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Zoho Logo
Zelis Logo
Wipro Logo
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About ServiceNow CSM Training

ServiceNow CSM Training helps learners understand how Customer Service Management works on the ServiceNow platform to manage customer interactions, cases, requests, knowledge, service workflows, and self-service experiences. The ServiceNow CSM Course covers customer and contact management, case management, case types, service definitions, service catalogs, customer portals, agent workspaces, knowledge management, SLAs, workflow automation, Playbooks, Advanced Work Assignment, Virtual Agent, integrations, reporting, and CSM implementation concepts. Learners also explore practical scenarios for routing customer cases, assigning work, managing customer information, configuring service experiences, and improving customer support operations. The course is designed for professionals who want practical ServiceNow Customer Service Management Training, implementation knowledge, and job-relevant CSM skills for consulting, administration, development, business analysis, and customer-service technology roles.

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Training Plan

01
About trainer

About trainer

Working professional who is carrying more than 10 years of industry experience.

02
Decks & Updated Content

Decks & Updated Content

Access to updated presentation decks shared during live training sessions.

03
e-Book

e-Book

E-book provided by TechPratham. All rights reserved.

04
Assignments & MCQs

Assignments & MCQs

Module-wise assignments and MCQs provided for practice.

05
Video Recording

Video Recording

Daily Session would be recorded and shared to the candidate.

06
Projects

Projects

Live projects will be provided for hands-on practice.

07
Resume Building

Resume Building

Expert-guided resume building with industry-focused content support.

08
Interview Preparation

Interview Preparation

Comprehensive interview preparation with real-time scenario practice.

ServiceNow CSM Training Course Curriculum

Module 1: Introduction to ServiceNow CSM

Understand Customer Service Management fundamentals and how ServiceNow connects customers, cases, agents, knowledge and service workflows.

CSM fundamentals
customer service lifecycle
CSM architecture
customer experience
CSM use cases

Module 2: ServiceNow CSM Platform Fundamentals

Learn the ServiceNow platform concepts required to understand and work with Customer Service Management applications and processes.

Platform navigation
applications
users
roles
tables
records
configurations

Module 3: Customer and Contact Management

Understand how customer, contact, account and relationship information can be organized to support customer-service processes.

Accounts
contacts
customers
customer relationships
customer data
account structures

Module 4: CSM Case Management

Learn how customer cases are created, categorized, routed, assigned, tracked and resolved through structured CSM workflows.

Case creation
case types
case assignment
case routing
case lifecycle
case resolution

Module 5: Case Types and Service Definitions

Explore how different customer-service requirements can be structured through case types, services and defined customer-service processes.

Case types
service definitions
service offerings
case configuration
service processes

Module 6: Customer Service Catalog

Understand how customer-facing services and requests can be organized through the ServiceNow service catalog.

Catalog items
categories
request processes
approvals
fulfillment
customer requests

Module 7: Customer Portal and Self-Service

Learn how customer-facing portals support self-service, case creation, knowledge access and customer interactions.

Customer portal
self-service
portal configuration
knowledge access
customer experience

Module 8: Agent Workspace and CSM Productivity

Understand how agents can manage customer cases, activities, information and tasks through workspace-based service experiences.

Agent Workspace
case views
activity streams
customer information
task management

Module 9: Knowledge Management for CSM

Explore how knowledge content can support customer self-service and help agents find relevant information during case resolution.

Knowledge articles
knowledge bases
article search
customer knowledge
agent assistance

Module 10: CSM Assignment and Advanced Work Assignment

Learn how customer-service work can be routed and assigned to appropriate agents or groups based on defined criteria.

Assignment rules
routing
skills
queues
Advanced Work Assignment
agent availability

Module 11: CSM Workflows and Playbooks

Understand how workflows and Playbooks can structure repetitive customer-service processes and guide agents through complex activities.

Workflow automation
Playbooks
Process Automation Designer
tasks
approvals
process steps

Module 12: CSM Integrations and Automation

Learn how CSM can connect with other systems and automate customer-service processes using ServiceNow platform capabilities.

Integration concepts
IntegrationHub
REST APIs
data exchange
Flow Designer
automation

Module 13: Virtual Agent and AI for CSM

Explore conversational and AI-assisted capabilities that can support customer interactions, self-service, knowledge access and service productivity.

Virtual Agent
conversational experiences
AI assistance
Now Assist for CSM
knowledge assistance

Module 14: CSM Reporting and Implementation Projects

Apply CSM concepts through implementation-oriented scenarios covering configuration, customer cases, workflows, portals, automation and service operations.

Reports
dashboards
implementation planning
requirements
UAT
CSM project
troubleshooting

ServiceNow Courses

No related courses found

Additional Program Highlights

Learning Materials

Comprehensive study materials and resources

HD
Resume Writing

Professional resume building session

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Interview Preparation

Master your interview skills

HD
Live Project Demo

Real-world project demonstrations

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Upcoming Batches

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Who Should Join This Course?

IT Professionals

Non-IT Career Switchers

Fresh Graduates

Career Opportunities After ServiceNow CSM Training

ServiceNow CSM Consultant

ServiceNow CSM Developer

ServiceNow CSM Administrator

Key Projects

Live Projects Included ServiceNow CSM Training

Deloitte

Deloitte – Customer Case Management


Scenario: A company needs a centralized process to receive, categorize, assign and resolve customer cases.

Live Work:

  • Create and categorize cases
  • Configure case assignment
  • Track case resolution
Outcome: Structured customer case management
Wipro

Wipro – Customer Self-Service Portal


Scenario: Customers need to create cases and access relevant knowledge without contacting support for every issue.

Live Work:

  • Configure customer services
  • Support self-service
  • Connect knowledge content
Outcome: Improved customer self-service
HCLTech

HCLTech – Automated Case Assignment


Scenario: A service organization wants customer cases routed automatically to suitable agents or teams.

Live Work:

  • Define routing criteria
  • Configure assignment logic
  • Test agent allocation
Outcome: Faster and smarter case routing
Infosys

Infosys – CSM AI & Virtual Agent


Scenario: A company wants to improve customer self-service using conversational and AI-assisted capabilities.

Live Work:

  • Configure conversational scenarios
  • Connect knowledge assistance
  • Test AI-supported service
Outcome: Enhanced digital customer service
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Our Success Mantra

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Commitment

  • Ensuring quality training every day

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Fulfillment

  • Meeting learning goals with confidence

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Accomplishment

  • Students achieving industry-ready expertise

Our Learner Voice

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Beyond Courses:

Additional Support We Provide

24/7 Support

LinkedIn Profile

Resume Writing

Alumni Sessions

Interview Preparation

Live Projects

What is ServiceNow CSM Training?

What is ServiceNow CSM used for?

How does ServiceNow CSM work?

What is case management in ServiceNow CSM?

What will I learn in ServiceNow CSM Training?

Is ServiceNow CSM a good career?

What is ServiceNow CSM?

What is the difference between CSM and ITSM?

What is a CSM case?

What are case types?

What is Advanced Work Assignment?

What is the role of Knowledge Management in CSM?

ServiceNow CSM Certification Training

ServiceNow CSM Certification Training helps learners build practical knowledge of Customer Service Management concepts, including customer and contact management, case management, service catalogs, customer portals, knowledge management, workflows, automation, and customer-service processes. The training combines conceptual learning with practical CSM scenarios to strengthen implementation-oriented skills and support preparation for relevant ServiceNow certification assessments. It is suitable for professionals looking to develop expertise in ServiceNow Customer Service Management and pursue roles in CSM consulting, administration, development, business analysis, and implementation.

Industry-Recognized Certification

Certificate
ServiceNow CSM Training

News Highlights

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TechPratham Empowering Future Professionals Through AI-Focused HR & ERP Training

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TechPratham Gains Recognition for Bridging the HR & ERP Skills Gap with Hire-Train-Deploy
TechPratham's Hire-Train-Deploy Approach Reshaping HR & ERP Careers in the AI-Driven Industry