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Vendor Landscape Plus: Customer Service Knowledge Management Platforms

Provide agents and customers with solutions, not search engines.

More Details

Your Challenge

  • Frequently Asked Question (FAQ) lists and Website search is sufficient for most simple customer service scenarios. But organizations with complex product portfolios and high volumes of service inquiries need knowledge tools optimized for multi-channel customer service.
  • Failing to provide consistent solutions to customers’ problems across all service channels lowers customer satisfaction, reduces customer retention rates and creates redundant service efforts.
  • Effective customer service requires knowledge platform services that support customer-facing self-service tools, agent-facing assisted service tools and support product specialists in the creation and maintenance of service content.

Our Advice

Critical Insight
  • Search engines alone are inappropriate for Tier 1 customer service agents. Tier 1 agents are process workers, not knowledge workers, who need to locate solutions quickly and not spend time doing unfocused research.
  • Most CRM systems come with some service knowledge tools, but these rarely scale up to support complex service scenarios.
  • Customer Service Knowledge Management (CSKM) is a discipline which requires dedication of full time knowledge managers to create, maintain and structure service knowledgebases, bridging the gap between product specialists, service agents and customers.
Impact and Result
  • Understand the features and business benefits of using a dedicated customer service knowledge management (CSKM) platform, and determine functional requirements based on organizational needs to focus product evaluation on the right things.
  • Plan for and select a CSKM platform that supports your product portfolio, customer segments and service interaction channel mix.
  • Use Info-Tech's Vendor Landscape to compare the major CSKM platforms available and prepare a vendor shortlist to save time and money in the selection process.
  • Use Info-Tech's CSKM platform RFP template and demo script to prepare solid requirements for vendor finalists and select the right product.

Get to Action

  1. Assess the need for a CSKM platform and narrow down a list of CSKM vendors
  2. Compare leading vendors and develop a shortlist

    Narrow the leading vendors down to the most appropriate few.

  3. Contrast and evaluate a shortlist of vendors
  4. Implement a CSKM platform

    Deploy the platform, and build an effective knowledge repository.

Related Solution Sets

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Drive customer satisfaction & retention with social channels.

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Select the right software to resolve customer service inquiries from start to finish.

Implement a Collaboration Platform

Implementation doesn't end with platform deployment: build ongoing collaboration solutions.

Get the Complete Storyboard

See how all the steps you need to take come together, with tools and advice to help with each task on your list.

BONUS: Get access to up to 5 additional free downloads

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Provide agents and customers with solutions, not search engines.

Companies Who Helped

  • Barry Wehmiller
  • CIHR
  • E.I. Du Pont De Nemours and Company
  • Emhart Glass
  • National Institute of Standards and Technology
  • The New Zealand Department of Internal Affairs
  • North Shore Credit Union
  • Transport for London
  • USBR

Solution Road Map

Other Solution Sets in Sales, Marketing, and Customer Service Applications
1. Vendor Landscape Plus: Lead Management Automation Platforms
From lead, to qualified prospect, to customer.
2. Design a Customer Service Strategy that Serves the Social Customer
Drive customer satisfaction & retention with social channels.
3. Vendor Landscape Plus: Customer Service Management Platforms
Select the right software to resolve customer service inquiries from start to finish.
4. Vendor Landscape Plus: Customer Service Knowledge Management Platforms
Provide agents and customers with solutions, not search engines.
5. Vendor Landscape Plus: E-mail Marketing Services
Give Marketing the help it needs without getting dragged into the IT weeds.
6. Leverage Social Media for Enhanced Customer Interaction
Attract more flies through other flies, not honey.
7. Vendor Landscape Plus: Social Media Management Platforms
Reign in social media by choosing a management platform that's right for you.
8. Formulate a Social Analytics Strategy
Decide when to do more than merely follow yourself on Twitter.
9. Implement a Social Media Program
Develop, execute, and govern a cohesive social media program across your entire organization to unlock the full potential of your social media strategy.
10. Vendor Landscape Plus: Field Service Automation Solution
Field service in the age of extreme mobility.
View the full Solution Road Map