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Customer Success Management

Customer Success Management

by Service-now.com

Streamline, automate, and monitor essential post-sales activities to drive your Customer Success Management workflows

0 installs 0 reviews v6.8.3 Scoped Application Free-ish (consumes 44 tables) 44 tables
Developer Instance Sub-Production

Install Trend

First tracked: 2024-10-30 Latest: 2026-10-24 (0 installs)
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About

The ServiceNow® Customer Success Management application empowers Technology, Media, and Telecom (TMT) providers to streamline, automate, and measure every stage of the enterprise customer lifecycle—from onboarding and adoption to ongoing value realization and renewals. By embedding workflow automation directly into customer success operations, it enhances customer experiences, accelerates time to value, and strengthens ROI. The solution also unifies account, sales, and delivery teams on a single platform, enabling seamless collaboration, consistent execution, and data-driven decision-making across the entire customer journey.

Key Features

**Unified Post-Sales Automation for Enterprise Customer Success**

- Purpose-built data model for enterprise onboarding and customer success, spanning engagements, objectives, outcomes, initiatives, touchpoints, and risks.
- PAD-driven playbooks and reusable activities to automate onboarding, adoption, and renewal workflows end-to-end.
- Integrated workspace experiences delivering unified health, usage, timelines, and risk insights for CSMs and leaders.

Version History (31)
v6.8.3 2026-10-08 16:49:39
Customer Success Managers working on complex or multi-tenant implementations can now associate a single engagement with multiple onboarding cases —...
v6.7.15 2026-10-08 17:54:45
Customer Success Managers working on complex or multi-tenant implementations can now associate a single engagement with multiple onboarding cases —...
v6.7.5 2026-09-10 19:11:59
Touchpoint Conversation Builder AI-assisted preparation and post-meeting actioning layered on top of the Touchpoint record. Pre-meeting brief&nbsp...
v6.6.11 2026-08-07 18:53:27
This release includes two features: PAR Versioning and Use Case Access Control. PAR Versioning — Data Model Foundation Product Achievement Records ...
v6.6.3 2026-07-09 17:02:58
This release brings Customer Discovery Healthboard data directly into Engagements, lays the data foundation for the Engagement AI Agent, and&n...
v6.5.22 2026-10-08 16:49:03
Customer Success Managers working on complex or multi-tenant implementations can now associate a single engagement with multiple onboarding cases —...
v6.5.19 2026-09-10 19:13:17
Touchpoint Conversation Builder AI-assisted preparation and post-meeting actioning are layered on top of the Touchpoint record. Pre-meeting brief&...
v6.5.12 2026-08-07 18:57:19
This release includes two features: PAR Versioning and Use Case Access Control. PAR Versioning — Data Model Foundation Product Achievement Records ...
v6.5.3 2026-07-09 17:02:39
This release brings Customer Discovery Healthboard data directly into Engagements, lays the data foundation for the Engagement AI Agent, and&n...
v6.4.12 2026-08-07 18:50:39
This release includes two features: PAR Versioning and Use Case Access Control. PAR Versioning — Data Model Foundation Product Achievement Records ...

+ 21 more versions

ID: 6eb4716929cd2510f877af4a3a82bcf2 · Published: Oct 2026 · Updated: Oct 24, 2026