CSMSalesField Service

ServiceNow

One thread per customer,
across every channel.

Unify every customer channel into a single ServiceNow platform. AI handles routine conversations. Agents handle what matters.

One customer record, end to end
Visit
Anonymous → known
Onboard
First value fast
Support
Every channel, one record
Renew
Health scored early
Where most estates break: support — the moment a customer talks to five systems that don't know each other. That is the first thing we wire to the platform.
What we do

The work, specifically.

Customer Service Management

Unified omnichannel CSM. AI triage handles routine cases. Agents get full context before they say hello.

Customer Retention

Health scores computed daily from product usage and support patterns. Proactive CSM outreach triggers when engagement drops.

Sales Force Automation

Lead scoring, opportunity routing, AI-assisted proposals. Pipeline visibility from first touch to close.

Field Service Excellence

Automated dispatch, mobile technician app, real-time customer tracking. Right tech, right parts, first visit.

Conversational AI

Virtual agents handling routine conversations across chat, SMS, and voice. Escalates to human with full context.

Agent Experience

Single-screen unified desktop. AI suggests next actions. Knowledge articles surface automatically based on case context.

How we work

Four phases. Working configuration in every one.

We don’t publish a week count — the honest answer depends on your instance, your data, and how many systems are in scope. You get a specific timeline in the written plan after scoping.

01

Map the journey

  • Full channel audit & contact driver analysis
  • Customer journey mapping with drop-off points
02

Unify the data

  • Single customer record across all channels
  • AI model training on historical interactions
  • Self-service portal & virtual agent deployment
03

Automate the routine

  • AI triage & auto-resolution workflows
  • Agent desktop with unified context view
  • Proactive outreach triggers configured
04

Measure & optimise

  • CSAT, handle time, resolution rate dashboards
  • Monthly KPI reviews & tuning
  • 90-day hypercare with outcome validation
Who does it

The people who scope it are the people who build it.

We don't scope with seniors and staff with juniors. If the team would change between the proposal and the work, we tell you who and why during scoping.

Everything is documented as it is built, so your team can run it afterwards — and so can any other partner you choose later.

The team holds ServiceNow certifications from CSA and CAD through CIS product specialisations to CTA and architect level. We will tell you who is certified in what, by name, during scoping — the full list is on our trust page.

How we engage
FAQ

Questions we hear a lot.

Ask yours directly

Week 4: first channels go live. By go-live, all channels feed a single customer record with full interaction history.

Ready to scope it?

Tell us where you are today. You get back a written approach, a sequence, the names doing the work, and an estimate — inside two working days.