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How ServiceNow CSM Integrates with Third-party Apps to Boost Customer Service Experience

ServiceNow CSM Integration

Author: Swatwik Thogata | Last Edited: June 17, 2024

ServiceNow is a leading cloud-based IT service management (ITSM) platform that helps businesses automate processes and manage various services. Customer Service Management (CSM) is a powerful module that helps manage customer issues efficiently and provides them with better experiences throughout their journey.

One of the top benefits of ServiceNow CSM is its integration capability with third-party applications. This integration allows businesses to streamline workflows more effectively and enhance customer experiences.

Why Use ServiceNow CSM?

ServiceNow CSM is used by businesses that wish to modernize customer service through automation and make it more responsive. But first, understand why ServiceNow CSM is used by organizations for modernizing customer service.

It allows businesses to:

  • Track, manage, and resolve customer issues from a single platform.
  • Assign each task automatically to relevant teams or agents.
  • Easily monitor service requests from start to resolution.
  • Provide customers with a self-service portal to raise and track issues.

See how ServiceNow CSM modernizes customer service management by efficiently automating processes like identifying and assigning issues to the appropriate agent.

According to Forrester, a staggering 75% of businesses across the globe have adopted CRM for improved customer service, coupled with efficiency gains.

To explore how ServiceNow CSM transforms support operations with cutting-edge solutions, check out how ServiceNow CSM offers innovative customer service management solutions.

ServiceNow CSM Integration Capabilities

The core strength of ServiceNow Customer Service Management is its flexible CSM integration capabilities. Businesses can connect CSM with CRMs, ERPs, and marketing platforms to build a unified customer service process.

A few common ServiceNow CSM integration capabilities include:

  1. APIs: Enable smooth exchange of data between ServiceNow and external systems.
  2. Connectors: Pre-built links for popular tools like Salesforce or Slack.
  3. Custom Scripts: Logic tailored for specific business needs.
  4. Third-party Plugins: Ready-to-use add-ons to extend functionality.

These options make ServiceNow third-party integration flexible, scalable, and suitable for any business model.

1. APIs

ServiceNow CSM can be integrated with other modules and third-party applications for improved efficiency. The application programming interface (API) is the most easy and common way to integrate ServiceNow CSM with third-party applications, including social channels.

As numerous APIs are available within ServiceNow, developers can easily access data within the platform. This significantly reduces manual effort, ensuring fast responses, leading to better customer satisfaction (CSAT).

2. Connectors

Connectors are built-in tools within ServiceNow. Through connectors, you can link ServiceNow to top platforms like Salesforce, Slack, and Zendesk. These pre-configured integrations save loads of development time for your team. With connectors, data flow between platforms is easy, eliminating silos for better collaboration across departments.

3. Custom Scripts

In case the pre-built options don’t suffice your needs, use ServiceNow’s scripting engine to integrate ServiceNow with external apps. This engine allows development teams to create custom scripts and automate tasks for easy integration with other applications.

For example, if a customer’s email exists in your CRM already, then the script engine can immediately replicate the change in ServiceNow CSM. The biggest benefit of custom scripts is that the records are in sync across all the systems.

4. Third-party Plugins

There are many ServiceNow third-party integration plugins that will enhance the capabilities of CSM. These plugins add functionality and easily integrate with other apps.

For example, whenever a customer submits a support ticket on the website, the plugin automatically creates a service request in ServiceNow CSM. When you use the ServiceNow CSM plugin, you can achieve better results with minimal effort.

Key Benefits of Third-party Integrations with ServiceNow CSM

By integrating third-party applications with CSM, you get several advantages such as:

Benefits of Third-Party Integrations with ServiceNow CSM

  • Better customer service: With system integration, you get direct access to customer information and interaction history in real-time. This helps agents to provide faster resolutions to the issue, thereby enhancing customer satisfaction.

    A Salesforce survey found that 63% of service professionals think generative AI will help them serve customers faster. 

    Moreover, having a unified platform will completely eliminate the significant delays that are usually triggered by switching between multiple tools.

  • Automated workflows: Integrations help in eliminating monotonous manual tasks by automating ticket creation and updates. For instance, customer emails can automatically generate service requests in ServiceNow, boosting turnaround times and improving operational efficiency.
  • Unified data: As the entire data across tools is combined into a single system, it offers a 360-degree customer view. This assists agents with the latest information to reduce miscommunication. According to Forrester, even a one-point improvement in customer experience (CX) can boost large-company revenues by $1 billion.

    Besides, unified data will improve reporting and decision-making abilities.

  • Scalability: When your business is growing, integration can also be scaled to new tools and systems because of ServiceNow’s flexible architecture and plugin support. So, scaling is not just simple but also cost-effective.
  • Improved productivity: Integrations help employees to spend minimal time resolving issues, as teams can eliminate switching between applications. Moreover, when tasks such as retrieving past service history and updating customer records are automated, teams get more time to handle higher ticket volumes, improving productivity.

Want to learn how ServiceNow CSM addresses real-world customer service pain points? Read our guide on the biggest customer service challenges solved by ServiceNow’s CSM.

Common Third-party Integrations with ServiceNow CSM

Here are the most frequently used third-party tools integrated with ServiceNow CSM:

  • Salesforce: To synchronize customer records and service requests.
  • Microsoft Teams / Slack: For team collaboration and notifications.
  • Zendesk: To unify support interactions across systems.
  • CRM systems: To ensure that customer profiles and histories are always accurate.

When implemented correctly, these integrations support CSM integration with incident management, allowing customer issues from any source to be tracked, categorized, and resolved within ServiceNow.

Best Practices for ServiceNow CSM Integration

Follow the tips mentioned below to achieve the best results from your CSM integration strategy:
ServiceNow CSM Integration Best Practices

  1. Define Clear Goals: Before you plan to integrate, define an outline of what you wish to achieve. It can be KPIs such as better data visibility, faster response times, etc. If you have quantifiable goals, your integration process will be smoother and aligned with your business needs.
  2. Choose the Right Tools: Assess the tools that serve your needs better. It can be APIs, pre-built connectors, or custom scripts. Make sure you consider your system architecture and the level of customization to choose the right tool.
  3. Ensure Data Consistency: To reduce data mismatches and ensure accuracy of customer records, standardize data formats, field names, and workflows across all integrated platforms.
  4. Start Small: To begin with, integrate only one or two tools to successfully test the functionality and identify probable issues. This eliminates critical risks and supports effective integration.
  5. Monitor Performance: Leverage the benefit of dashboards and reports to track KPIs after integration. Frequent monitoring helps catch errors promptly, improving the system’s efficiency.
  6. Use the Latest Plugins: Alwaysensureyour ServiceNow customer service management plugin and third-party plugins are updated. Updates include security patches, performance improvements, and compatibility enhancements.

For more insights into successful setup and deployment, explore our blog on ServiceNow CSM implementation best practices.

Conclusion

Now we know how ServiceNow CSM will become a more powerful tool when integrated with third-party applications. Thanks to APIs, connectors, custom scripts, and third-party plugins, which make it possible. These play a key role in helping organizations to improve their customer service experience and increase efficiency.

It’s a known fact that businesses that embrace ServiceNow CSM integration capability can enhance their CSM workflow, respond faster to their customers, and deliver a superior support experience.

If you are looking for expert assistance, we are here to help!

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FAQs

  1. Is custom scripting required for integration?

    Not necessarily. Most integrations can be achieved just with APIs or connectors, but in some cases, custom scripts may be needed for specific workflows or logic.

  2. What is a CSM workflow?

    A CSM workflow is a series of automated steps in ServiceNow. It guides how customer service tasks are created, assigned, and resolved.

  3. What skills are needed to implement ServiceNow CSM integrations?

    You need some basic knowledge of APIs, scripting (like JavaScript), and familiarity with ServiceNow modules. For advanced integrations, you may require development or platform expertise.

  4. How long does it take to integrate ServiceNow CSM with other tools?

    It depends on the complexity. Simple API or connector integrations can take a few days, while custom integrations may take weeks, depending on the requirements. Want to achieve this faster? Partner with our experts!

  5. Do I need a separate license for each integration in ServiceNow CSM?

    Some of the integrations might require additional licenses or third-party subscriptions. Having an expert partner like V-Soft Consulting will definitely help.

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