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What is ServiceNow Knowledge Management?

Boosting self-service options for both customers and employees while enhancing agent productivity can be achieved through the use of contextual knowledge driven by machine learning technology. By connecting with the Service Portal, users gain access to extensive knowledge resources, allowing them to conveniently search, browse, and read articles from their desktops or mobile devices. Moreover, analyzing insights into knowledge needs can strengthen self-service functionalities and speed up case resolutions by automatically identifying knowledge shortfalls, which are then assigned to authors for quick remediation. Additionally, promoting the creation of in-context knowledge enables agents and employees to generate pertinent articles while actively engaged in tasks such as handling cases or incidents. This method not only enriches the relevance of knowledge but also employs machine learning to effectively pinpoint and visualize knowledge gaps for appropriate task assignment. In this way, the strategy not only enhances user experience but also drives continuous improvement in service delivery. Ultimately, this holistic approach seeks to facilitate easier access to information and significantly boost overall operational efficiency.

What is HaloCSM?

HaloCSM is a unified customer management system intended to connect sales, marketing, and customer service activities on one platform. It gives organizations a shared environment for managing leads, opportunities, campaigns, communications, support interactions, reporting, and customer data. Sales teams can automatically capture leads, score them against an ideal customer profile, route them to the appropriate representative, and track activity throughout the deal cycle. Pipeline tools include stage-based automation, approvals, follow-up tasks, multi-pipeline support, deal histories, and weighted sales forecasting. Marketing capabilities can be used alongside sales and service workflows so teams do not have to maintain customer information across disconnected applications. HaloCSM keeps emails, sales activity, campaign touches, and support tickets connected to a common customer record, helping teams see the history of the relationship from initial engagement through renewal. The platform also includes AI functionality designed to support workflows, automation, productivity, and customer engagement. Business administrators can create and modify pipelines, fields, dashboards, and workflow rules without relying on lengthy consulting projects. Integration capabilities include a REST API, webhooks, sandbox environments, audit logs, and connections with tools used for email, telephony, ERP, accounting, calendars, and collaboration. Organizations can deploy HaloCSM through Halo Cloud, private cloud environments, or on-premise infrastructure while using features such as SSO, SAML, OIDC, role-based access controls, and audit logging. HaloCSM is positioned as an alternative to fragmented customer management stacks for organizations that want sales, marketing, service, automation, reporting, integrations, and security capabilities under a single pricing and product structure.

Media

Media

Integrations Supported

Aisera

Integrations Supported

Facebook Ads
Freshdesk
GfK Etilize
HubSpot CRM
HubSpot Customer Platform
Instagram
Lansweeper
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Okta
QuickBooks Online
RingCentral RingCX
ServiceNow
Sherweb
Splunk Cloud Platform
Zapier
bvoip
reCAPTCHA

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem
Chromebook

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ServiceNow

Date Founded

2004

Company Location

United States

Company Website

www.servicenow.com/products/knowledge-management.html

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

Knowledge Management

Decision Tree
Knowledge Base Management

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Task Management

Customer Service

Alerts / Escalation
Appointment Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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