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BATTLE
of the
SERVICE
CLOUDS
PRESENTS
SalesforceServiceNow vs
Which Customer Service Management Option
is the Best for Your Business?
A White Paper for Customer Support Executives
2
INTRODUCTION
When it comes to your choices for service
clouds, the big names one might hear are
ServiceNow and Salesforce. They are both
quality services with expert offerings, but is there
possibly a clear cut winner for your business?
Together, we’ll explore how either service cloud
could effect not only your customer interactions
and support, but your internal operations as well.
www.SynQ.cloud
© SynqCloud, Inc.
Contents
Intoduction	2
From Quick Response to Quick Resolution	 3
Upgrading Customer Support	 6
Transforming Customer Experience	 8
Integrated Service Operations	 10
Conclusion	12
From Quick Response to
Quick Resolution
The next generation
customer service is not
about response, but
resolution.
“
”managing accounts within a CRM tool like Salesforce, with a focus on engagement. And
solutions like Salesforce’s Service Cloud did an excellent job with that. It enabled multi-
channel communication – phone, email, chat, and social media, which was available
24/7 and could be personalized to a certain extent.
Circa 2009: The focus of Customer
Service was Quick Response. As long as the
customer got a quick acknowledgement of
his query, he was happy. “We are looking into
it and will get back to you shortly.” – This
would have easily sufficed. But the world of
customer support needed more.
Traditionally, there would be a sales guy
But the sales person did
not have answers to all his
customers’ issues. More
that often, he needed to
work with the Support
team to resolve these
issues. In some cases,
even the Support team did
not have all answers so
they would go to the IT or
Product Team to resolve
queries.These teams
which were critical to
customer service were not
3Battle Of The Service Clouds - Salesforce Vs ServiceNow
Engagement
Process
??
part of the traditional customer service system. So each time Sales or Support faced an
issue he could not solve, they moved outside the system.
The “Quick Response” approach or rather the CRM way of Customer Service was
not only broken but also
inadequate. Customer
Service needed something
more.
Circa 2016: Today, the
focus of Customer Service
has shifted from quick
response to quick resolution.
Now, customers do not want
to wait. They want their
issues to be sorted out as
soon as they have them, or
better still, not have issues at
all.
ServiceNow’s Customer Service Management platform approaches Customer Service
from an IT service management background. IT has traditionally followed the service
management model to much success. IT admins would receive service requests from
employees which need resolution. They would work with external vendors to procure
items as needed, or internal team members to resolve technical issues. Because of the
structured nature of requests, IT teams would follow workflows to resolve issues, and
manage IT services.
ServiceNow attempts to bring the strengths of this system to customer service with its
customer service management platform. ServiceNow Customer Service Management
is built for the digitally connected service economy. It provides a consistent user
experience across the enterprise, integrating with backend HCM, ERP and other systems
of record to deliver a connected front-end user experience – no matter what the device.
4Battle Of The Service Clouds - Salesforce Vs ServiceNow
Engagement
Process
Operational
Process
Engineering
Process
5Battle Of The Service Clouds - Salesforce Vs ServiceNow
Using structured service management
processes, ServiceNow helps to identify
and fix the root cause of issues before
customers even notice. Omni‑channel
engagement makes it easy to manage
complex customer relationships. Support
can track and visualize the operational
health of the products and services in
their install base in real time and offer
self‑service to reduce call volume.
The next generation customer service is not about response, but resolution.
ServiceNow has a definitive advantage because of its strengths in workflow and service
management.
ServiceNow helps to
identify and fix the root
cause of issues before
customers even notice.
“
”
Upgrading Customer
Support
ServiceNow lets the support
staff visualize the entire
system to find areas where
performance is affected.
“
”Second, ServiceNow lets the support staff visualize the entire system to
find areas where performance is affected. This flow is created by combining
information from different teams such as IT and Operations.So when a customer
calls in with a request, the support staff quickly identifies whether there are any
First, with ServiceNow’s Customer
Service Management tool, support staff
can identify repetitive requests. They can
automate and structure those requests
via workflow or make them available as a
Service Catalog. This reduces the reasons
why customers need to call in the first
place.
6Battle Of The Service Clouds - Salesforce Vs ServiceNow
7Battle Of The Service Clouds - Salesforce Vs ServiceNow
internal issues causing them. By visualizing
the real time health of the products and
services the ServiceNow customer is
using and the respective infrastructure,
the support staff is able to provide faster
solutions and escalate issues for expert
help, if required.
This holistic sharing of information acts
as a big enabler for the support staff. This
results in Customer Support teams that
are more effective and efficient. And all this is possible because of ServiceNow’s deep
integration with back end IT, Product, Sales, ERP and other systems of record to deliver
comprehensive information.
Salesforce Service Cloud fails to deliver this comprehensive view because the key
focus is on response and not resolution. So while 24/7 Customer Service and Omni-
channel support is great, it falls behind at that crucial step of identifying root causes.
That, after all, is what takes customer experiences from great to ‘wow’.
ServiceNow helps to
identify and fix the root
cause of issues before
customers even notice.
“
”
Transforming Customer
Experience
Change Management
helps organizations
understand and work to
minimize risks of changes
to the IT environment.
“
”
ServiceNow follows the philosophy that
unlike a traditional CRM tool like Salesforce,
Customer Service Management goes beyond
just answering questions. Customers want you
to actually fix the root cause of their issue and
ServiceNow’s Change Management module let
you do exactly that.
8Battle Of The Service Clouds - Salesforce Vs ServiceNow
9Battle Of The Service Clouds - Salesforce Vs ServiceNow
Change Management helps organizations
understand and work to minimize risks
of changes to the IT environment. It is
essentially a process for managing the
people-side of change. ServiceNow helps
implement your Change Management
process by providing on-demand
capabilities for creating, assessing,
approving and implementing changes to
your environment.
Within the platform, changes are handled using the task record system. Each change
is generated through a variety of means as a task record, populated with the pertinent
information in individual fields. These tasks can be assigned to appropriate change
management team members, who will deal with the task as appropriate. Once the
change has been properly implemented, it is closed.
The Customer Service Team helps in improving the change management process by
using information gathered within the platform. Much of the data is already stored within
the incident record. More information can be gathered from within the system itself,
which allows for an accurate review of the history of the problem.
With ServiceNow’s Change Management, you can go through prescriptive workflow,
including approvals, to actually remediate the issue which was why the customer called
in the first place. It is possible to define the Key Performance Indicators to monitor within
the system. With these metrics, and the information within the database, it is possible to
generate reports.
Using this information, it is possible to refine automatic rules such as the assignment
rules, workflow, approval engines, or scheduling to better suit the change management
team’s unique environment. This proactive fixing of issues drives efficiency, optimizes
processes and saves time and cost of your customers, support team and IT team alike.
When teams work in sync to approach customer service issues, it takes customer
service management to a whole new level fostering stronger partnerships between the
client and you.
When teams work in sync to
approach customer service
issues, it takes customer
service management to a
whole new level.
“
”
Integrated Service
Operations
With the help of SynQ, the
communication between
your Support and Engineering
teams is integrated,
automated, and timely.
“
”tempers flare, and customer face the brunt of this communication gap between Support
and Engineering.
This is where SynQ comes in. SynQ is an enterprise-grade integration platform that
helps integrate ServiceNow with your existing defect management apps like JIRA. With
the help of SynQ, the communication between your Support and Engineering teams is
integrated, automated, and timely. This gives your users that ‘wow’ experience.
Let’s understand this with a business use case:
Let’s say a customer logs a support ticket for a software bug. The support agent
will pick and review the ticket. If they find a bug, they link the case with the respective
problem and create a problem task for engineering to work on. That problem task gets
pushed to the engineering team as a defect in the defect management system like JIRA.
The Engineering team will analyze the defect and come up with a user story to fix the
defect in this way ServiceNow Salesforce Integration can be done.
In most businesses, Support teams
use one platform to manage issues, and
engineering uses another to manage defects.
When a user logs a complaint and it needs
resolution, Support teams have a hard time
communicating the details of the issue with
engineering. Engineering is busy trying to fix the
issue, and may forget to inform Support once
the fix is available. Emails fly back and forth,
10Battle Of The Service Clouds - Salesforce Vs ServiceNow
11Battle Of The Service Clouds - Salesforce Vs ServiceNow
Once the engineering team fixes the defect then they would release the fix and that
updates back in ServiceNow as a change request. This Change request is associated
with respective problem. When the defect is fixed and a new version is released, the
problem task gets updated and the case agent gets notified. The case agent informs the
customer of the fix and delivers the fixed version of the product and closes the ticket.
12Battle Of The Service Clouds - Salesforce Vs ServiceNow
So all your problem management, defect
management and change management
is integrated with the help of SynQ.
Information flows seamlessly across teams
without any team having to move out of
the system. To see integrated service
operations in action, watch the following
video:
This deep integration cannot be done
with Salesforce Service Cloud and is only
possible with ServiceNow Customer Service Management with SynQ as an integration
platform. SynQ is a ServiceNow certified integration solution that integrates ServiceNow
with on-premise and cloud based apps including JIRA, TFS, SAP and many more. All
these integrations are bi-directional and can be batch-processed or processed in real
time. SynQ enables service operations using ServiceNow Salesforce Integration CSM.
All your problem
management, defect
management and change
management is integrated
with the help of SynQ.
“
”
Conclusion
When you harness the power
of ServiceNow and Salesforce
by integrating your services
with SynQ, you get the best of
both worlds.
Improve your customer
service experience and your
internal operations today - let
us show you how you can get
the most our of your business
with SynQ.
SynQ was created in 2013 by Siva Devaki
and Arti Devaki when ServiceNow began its
rise of popularity among enterprise circles
and Informatica opened up their leading
data integration platform for partners to
extend with custom solutions.
Being a partner of both ServiceNow
and Informatica, the opportunity was
clear – organizations needed to integrate
ServiceNow with other applications, and
Informatica was the obvious choice. The
ServiceNow world needed SynQ – an
enterprise-grade integration solution for
ServiceNow, based on the Informatica
Cloud platform.
Start Your Free 30-Day Trial
+1 (415) 729-1152 | hello@synq.cloud
www.synq.cloud© SynqCloud, Inc.

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Salesforce and ServiceNow Integration - SynQ

  • 1. BATTLE of the SERVICE CLOUDS PRESENTS SalesforceServiceNow vs Which Customer Service Management Option is the Best for Your Business? A White Paper for Customer Support Executives
  • 2. 2 INTRODUCTION When it comes to your choices for service clouds, the big names one might hear are ServiceNow and Salesforce. They are both quality services with expert offerings, but is there possibly a clear cut winner for your business? Together, we’ll explore how either service cloud could effect not only your customer interactions and support, but your internal operations as well. www.SynQ.cloud © SynqCloud, Inc. Contents Intoduction 2 From Quick Response to Quick Resolution 3 Upgrading Customer Support 6 Transforming Customer Experience 8 Integrated Service Operations 10 Conclusion 12
  • 3. From Quick Response to Quick Resolution The next generation customer service is not about response, but resolution. “ ”managing accounts within a CRM tool like Salesforce, with a focus on engagement. And solutions like Salesforce’s Service Cloud did an excellent job with that. It enabled multi- channel communication – phone, email, chat, and social media, which was available 24/7 and could be personalized to a certain extent. Circa 2009: The focus of Customer Service was Quick Response. As long as the customer got a quick acknowledgement of his query, he was happy. “We are looking into it and will get back to you shortly.” – This would have easily sufficed. But the world of customer support needed more. Traditionally, there would be a sales guy But the sales person did not have answers to all his customers’ issues. More that often, he needed to work with the Support team to resolve these issues. In some cases, even the Support team did not have all answers so they would go to the IT or Product Team to resolve queries.These teams which were critical to customer service were not 3Battle Of The Service Clouds - Salesforce Vs ServiceNow Engagement Process ??
  • 4. part of the traditional customer service system. So each time Sales or Support faced an issue he could not solve, they moved outside the system. The “Quick Response” approach or rather the CRM way of Customer Service was not only broken but also inadequate. Customer Service needed something more. Circa 2016: Today, the focus of Customer Service has shifted from quick response to quick resolution. Now, customers do not want to wait. They want their issues to be sorted out as soon as they have them, or better still, not have issues at all. ServiceNow’s Customer Service Management platform approaches Customer Service from an IT service management background. IT has traditionally followed the service management model to much success. IT admins would receive service requests from employees which need resolution. They would work with external vendors to procure items as needed, or internal team members to resolve technical issues. Because of the structured nature of requests, IT teams would follow workflows to resolve issues, and manage IT services. ServiceNow attempts to bring the strengths of this system to customer service with its customer service management platform. ServiceNow Customer Service Management is built for the digitally connected service economy. It provides a consistent user experience across the enterprise, integrating with backend HCM, ERP and other systems of record to deliver a connected front-end user experience – no matter what the device. 4Battle Of The Service Clouds - Salesforce Vs ServiceNow Engagement Process Operational Process Engineering Process
  • 5. 5Battle Of The Service Clouds - Salesforce Vs ServiceNow Using structured service management processes, ServiceNow helps to identify and fix the root cause of issues before customers even notice. Omni‑channel engagement makes it easy to manage complex customer relationships. Support can track and visualize the operational health of the products and services in their install base in real time and offer self‑service to reduce call volume. The next generation customer service is not about response, but resolution. ServiceNow has a definitive advantage because of its strengths in workflow and service management. ServiceNow helps to identify and fix the root cause of issues before customers even notice. “ ”
  • 6. Upgrading Customer Support ServiceNow lets the support staff visualize the entire system to find areas where performance is affected. “ ”Second, ServiceNow lets the support staff visualize the entire system to find areas where performance is affected. This flow is created by combining information from different teams such as IT and Operations.So when a customer calls in with a request, the support staff quickly identifies whether there are any First, with ServiceNow’s Customer Service Management tool, support staff can identify repetitive requests. They can automate and structure those requests via workflow or make them available as a Service Catalog. This reduces the reasons why customers need to call in the first place. 6Battle Of The Service Clouds - Salesforce Vs ServiceNow
  • 7. 7Battle Of The Service Clouds - Salesforce Vs ServiceNow internal issues causing them. By visualizing the real time health of the products and services the ServiceNow customer is using and the respective infrastructure, the support staff is able to provide faster solutions and escalate issues for expert help, if required. This holistic sharing of information acts as a big enabler for the support staff. This results in Customer Support teams that are more effective and efficient. And all this is possible because of ServiceNow’s deep integration with back end IT, Product, Sales, ERP and other systems of record to deliver comprehensive information. Salesforce Service Cloud fails to deliver this comprehensive view because the key focus is on response and not resolution. So while 24/7 Customer Service and Omni- channel support is great, it falls behind at that crucial step of identifying root causes. That, after all, is what takes customer experiences from great to ‘wow’. ServiceNow helps to identify and fix the root cause of issues before customers even notice. “ ”
  • 8. Transforming Customer Experience Change Management helps organizations understand and work to minimize risks of changes to the IT environment. “ ” ServiceNow follows the philosophy that unlike a traditional CRM tool like Salesforce, Customer Service Management goes beyond just answering questions. Customers want you to actually fix the root cause of their issue and ServiceNow’s Change Management module let you do exactly that. 8Battle Of The Service Clouds - Salesforce Vs ServiceNow
  • 9. 9Battle Of The Service Clouds - Salesforce Vs ServiceNow Change Management helps organizations understand and work to minimize risks of changes to the IT environment. It is essentially a process for managing the people-side of change. ServiceNow helps implement your Change Management process by providing on-demand capabilities for creating, assessing, approving and implementing changes to your environment. Within the platform, changes are handled using the task record system. Each change is generated through a variety of means as a task record, populated with the pertinent information in individual fields. These tasks can be assigned to appropriate change management team members, who will deal with the task as appropriate. Once the change has been properly implemented, it is closed. The Customer Service Team helps in improving the change management process by using information gathered within the platform. Much of the data is already stored within the incident record. More information can be gathered from within the system itself, which allows for an accurate review of the history of the problem. With ServiceNow’s Change Management, you can go through prescriptive workflow, including approvals, to actually remediate the issue which was why the customer called in the first place. It is possible to define the Key Performance Indicators to monitor within the system. With these metrics, and the information within the database, it is possible to generate reports. Using this information, it is possible to refine automatic rules such as the assignment rules, workflow, approval engines, or scheduling to better suit the change management team’s unique environment. This proactive fixing of issues drives efficiency, optimizes processes and saves time and cost of your customers, support team and IT team alike. When teams work in sync to approach customer service issues, it takes customer service management to a whole new level fostering stronger partnerships between the client and you. When teams work in sync to approach customer service issues, it takes customer service management to a whole new level. “ ”
  • 10. Integrated Service Operations With the help of SynQ, the communication between your Support and Engineering teams is integrated, automated, and timely. “ ”tempers flare, and customer face the brunt of this communication gap between Support and Engineering. This is where SynQ comes in. SynQ is an enterprise-grade integration platform that helps integrate ServiceNow with your existing defect management apps like JIRA. With the help of SynQ, the communication between your Support and Engineering teams is integrated, automated, and timely. This gives your users that ‘wow’ experience. Let’s understand this with a business use case: Let’s say a customer logs a support ticket for a software bug. The support agent will pick and review the ticket. If they find a bug, they link the case with the respective problem and create a problem task for engineering to work on. That problem task gets pushed to the engineering team as a defect in the defect management system like JIRA. The Engineering team will analyze the defect and come up with a user story to fix the defect in this way ServiceNow Salesforce Integration can be done. In most businesses, Support teams use one platform to manage issues, and engineering uses another to manage defects. When a user logs a complaint and it needs resolution, Support teams have a hard time communicating the details of the issue with engineering. Engineering is busy trying to fix the issue, and may forget to inform Support once the fix is available. Emails fly back and forth, 10Battle Of The Service Clouds - Salesforce Vs ServiceNow
  • 11. 11Battle Of The Service Clouds - Salesforce Vs ServiceNow Once the engineering team fixes the defect then they would release the fix and that updates back in ServiceNow as a change request. This Change request is associated with respective problem. When the defect is fixed and a new version is released, the problem task gets updated and the case agent gets notified. The case agent informs the customer of the fix and delivers the fixed version of the product and closes the ticket.
  • 12. 12Battle Of The Service Clouds - Salesforce Vs ServiceNow So all your problem management, defect management and change management is integrated with the help of SynQ. Information flows seamlessly across teams without any team having to move out of the system. To see integrated service operations in action, watch the following video: This deep integration cannot be done with Salesforce Service Cloud and is only possible with ServiceNow Customer Service Management with SynQ as an integration platform. SynQ is a ServiceNow certified integration solution that integrates ServiceNow with on-premise and cloud based apps including JIRA, TFS, SAP and many more. All these integrations are bi-directional and can be batch-processed or processed in real time. SynQ enables service operations using ServiceNow Salesforce Integration CSM. All your problem management, defect management and change management is integrated with the help of SynQ. “ ” Conclusion When you harness the power of ServiceNow and Salesforce by integrating your services with SynQ, you get the best of both worlds. Improve your customer service experience and your internal operations today - let us show you how you can get the most our of your business with SynQ.
  • 13. SynQ was created in 2013 by Siva Devaki and Arti Devaki when ServiceNow began its rise of popularity among enterprise circles and Informatica opened up their leading data integration platform for partners to extend with custom solutions. Being a partner of both ServiceNow and Informatica, the opportunity was clear – organizations needed to integrate ServiceNow with other applications, and Informatica was the obvious choice. The ServiceNow world needed SynQ – an enterprise-grade integration solution for ServiceNow, based on the Informatica Cloud platform. Start Your Free 30-Day Trial +1 (415) 729-1152 | hello@synq.cloud www.synq.cloud© SynqCloud, Inc.