CRM Solutions events

This session highlights key enhancements in the Q1 ’26 release across our Retail Service Management and Retail Operations products. Learn how new improvements help retailers streamline store operations, strengthen coordination between HQ and frontline teams, and accelerate task execution.

We’ll walk through enhancements that expand task management capabilities, simplify daily workflows, and support consistent execution across every location—all designed to improve operational efficiency, empower employees, and create seamless in-store customer experiences. Discover how to unify employee experience and facilities operations—without compromise.

When your team handles the same type of case repeatedly, manually creating tasks and records each time slows everyone down. Task Plan Templates solve this by letting you define your process once—then automatically generating all the necessary tasks and records whenever that process kicks off.

Join our Product team: Madhuri Nandella and Priya Mohan, to see how Task Plan Templates can help process owners design efficient, repeatable workflows and give agents a consistent path to resolution every time.

In this session, we'll cover:

• How to build and configure Task Plan Templates for common business processes
• The latest features and capabilities now available
• Real-world scenarios and best practices for maximizing value

Walk away ready to reduce manual effort and bring consistency to your case workflows.

Join this webinar to explore the latest CSM innovations in the Q1 '26 Store release. Learn about new capabilities across Omnichannel and CCaaS, Web Embeddables and Customer Self-Service, Case Management, Agent Experience, Data Foundations, and Now Assist for CSM. See how AI-powered innovations help customers resolve issues faster through better self-service, while workspace innovations boost agent productivity. Plus, discover new agentic workflows that aid faster case resolution and data foundation enhancements.

Engage with ServiceNow product managers to see short demos and get your questions answered. Whether you're preparing for your upgrade or exploring what's possible, this session will help you deliver exceptional customer experiences on the ServiceNow platform.

In this webinar, we’ll spotlight the latest Q1 innovations for Financial Services Operations, including enhancements across customer servicing and operational efficiency. We’ll explore updates such as PCI tokenization, expanded data automation, and AI‑driven workflows. You’ll see how these capabilities streamline front, middle, and back‑office processes, reduce manual work, strengthen regulatory readiness, and elevate the overall customer experience.

Discover CRM AI Academy, our recurring webinar series designed to help you unlock the full potential of ServiceNow's Now Assist for Customer Service Management (CSM). Each session delivers practical guidance on implementation best practices, configuration methodologies, and strategies for measuring value, while also spotlighting the latest product innovations and AI capabilities. Through expert-led presentations and live demos, you'll gain actionable insights into how generative AI and AI agents can enhance efficiency, improve customer experiences, and deliver measurable business outcomes. Our goal is to equip you with the knowledge and tools to confidently scale AI adoption within your organization. Join us to stay ahead of the curve and ensure your CRM AI journey drives maximum impact and success.

Join us for FSM Academy, an ongoing learning series dedicated to ServiceNow’s Field Service Management solution. The series provides a mix of thought leadership, product education, and practical guidance for dispatchers, planners, and service leaders.

Each session dives into a different aspect of FSM ranging from core capabilities and role-based best practices to new product innovations and real-world customer stories. With ServiceNow experts leading the conversation, FSM Academy is your place to deepen knowledge, explore new functionality, and engage directly with the team shaping the future of Field Service Management.