Sessions

Customer Service Management offers multiple ways to reference products and services: Product models, assets, "sold" products, install base items. In this session, we take the mystery out of these options so that your CSM implementation uses the most appropriate method for your requirements. You will learn not only how to create products to reference in your cases, but also how to record individual customer purchases, including the exact items in their possession. This session will consist mainly of a lecture and demo, but there will be a simple lab to complete to enhance your understanding.