Next4biz CSM
Customer Service Management
Design and Customization Training
A blended program that provides hands-on guidance on CSM design and customization on the Next4biz CSM platform.
Who Should Attend?
This training is not end-user training. It is intended for key users working as CSM specialists/managers who will manage design and configuration activities.
Training Format
The training consists of two stages:
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Self-Training (Pre-Work): Delivered online via the Next4biz Academy platform.
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Online Workshops: Conducted remotely, live and interactively in 4-hour sessions.
Participation Details
- Access to the Next4biz Academy platform and training content will remain open to participants throughout the implementation period.
- Training is organized in mixed groups with participants from different organizations.
- A maximum of 2 people from each organization may attend. For additional participants, applications can be made for future training periods.
- The training is subject to a fee.
Training Program
Self Training (5 days)
- • Introduction to Customer Service Management (CSM)
- • Next4biz CSM Product Features
- • Next4biz CSM User Interface
- • Ticket Creation Experience
- • Reviewing the Ticket Detail Page
- • Next4biz CSM Configuration Procedure: Road Map to Success
- • Organizational Definitions
- • Ticket Properties
- • User Interfaces
- • Process Management
- • Customer Management
- • Self-Service Configuration
- • Alert Definitions
- • Localization
- • Integrations
- • Live Support
- • Account Management Settings
Online Workshops (5 half-day sessions)
- • Ticket Properties and Ticket Management
- • User Interface Design
- • Workflow Design and Condition Definition
- • Self-Service and Knowledge Base Management
- • Alerts and Survey Management