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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:

  • 📚
    Self-Training (Pre-Work): Delivered online via the Next4biz Academy platform.
  • 💻
    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

Registration Form

Only business email addresses will be accepted.