CSM, FSM, and SOM are natively embedded in the GRC Core data lake. A closed-won SOM deal automatically creates a CSM onboarding case, an FSM service task, and a WSD workspace — all without a single manual handoff.
Intelligent case management with automatic field service escalation. When a CSM case requires an on-site visit, it auto-generates an FSM work order, updates the CSM record on completion, and triggers a customer satisfaction survey.
Work order management natively linked to both CSM and SOM. FSM work orders carry full customer context from SOM deals and sync bidirectionally with CSM case status throughout the service lifecycle.
Pipeline and deal management with a powerful closed-won trigger. When a deal closes, SOM automatically creates a CSM onboarding case, initiates WSD workspace setup, and generates an ITSM equipment request — all in one event.
Sales marks opportunity as closed-won
Customer service team receives fully-populated onboarding case with deal context
Physical and digital workspace automatically set up for new customer
IT team receives equipment provisioning ticket with specs from deal order
Field service team receives installation/setup work order if applicable
When CSM detects expansion opportunity, auto-creates new SOM lead — closing the revenue loop
Watch a deal close in SOM trigger the full onboarding cascade in a live demo.
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