ServiceNow CRM with ADVVISE

Consolidate all customer processes on a single AI-powered platform. Delight your customers from their initial inquiry to quote to fulfilled order with ServiceNow CRM.

ServiceNow Premier Partner

years of experience

0 +

4.9/5.0

customer satisfaction

Your Customers Deserve Better

ServiceNow CRM Puts an End to Siloed Systems and Manual Processes

Slow response times and a lack of visibility into complete customer histories erode customer trust – and that costs you reputation, revenue, and growth.

The reasons:

Data in silos

CRM, ERP, service desk, and sales don’t talk to each other. Your team is searching for answers while the customer is waiting.

Manual Processes

Information moves from department to department without clear ownership. Response times increase – and your customers’ patience runs out.

No 360° View

Without a complete customer history, your staff are making decisions in the dark. Cross-selling opportunities go untapped.

Untapped AI-Potential

Modern AI capabilities exist but aren’t meaningfully integrated into your customer workflows. The competition is catching up.

Intransparent Reporting

Without real-time dashboards, decisions are based on outdated figures rather than reliable data.

ServiceNow CRM brings sales, service, and operations together efficiently on a single platform. ADVVISE guides you with deep practical expertise, a proven methodology, and a team that truly understands CRM.

Our customers

ServiceNow CRM with ADVVISE – Your Benefits at a Glance

360° Customer View on an AI Platform

Access all customer data, opportunities, cases, and order information in a single view – for informed decisions and personalized communication.

Shorter Sales Cycles

Accelerate your pipeline: leads are qualified, quotes are generated automatically, and follow-ups are managed proactively. Your sales team gains time for what matters most.

Transparent Pipeline & Forecasts

Real-time reporting at every level – no more Excel estimates. Revenue Intelligence gives you an up-to-date view of your sales pipeline, reliable forecasts, and variance tracking at any time.

Seamless Integration into Existing ServiceNow Environments

No integration headaches. No data silos. ServiceNow CRM connects all customer processes within a scalable system your organization already knows.

A Foundational Building Block for SPM

Growth starts with the customer. When your CRM processes are solid, your strategies and projects gain quality too.

AI-Powered Processes for a CRM That's a Joy to Use

Now Assist delivers AI-based summaries, analyses, smart recommendations, and automated workflows – so customer inquiries can be resolved faster, and your team can focus on what counts.

Ready to Transform Your Customer Experience?

Start today with a complimentary initial consultation from our ServiceNow CRM experts.

From First Conversation to a Living CRM Solution

As a certified Premium implementation partner, we guide you through every stage of your ServiceNow CRM journey – from the initial strategic assessment to the continuous evolution of your processes.

1. Analysis & CRM Roadmap

We take the time to understand your customer processes, sales structures, and goals before a single configuration is made. Together, we develop a CRM roadmap that creates lasting value and measurable success.

2. Design & Proof of Concept

We show you early on what ServiceNow CRM will look like for your organization – not blind faith in PowerPoint slides, but a working prototype that maps your actual processes.

3. Implementation According to Best Practices & Data Migration

Certified ServiceNow experts implement the solution in a structured manner with a clear focus on time-to-value and maximum user adoption. Existing CRM data and processes are cleanly migrated into the new environment.

4. Enablement & Training

Hands-on training ensures your team can work confidently with the solution — without a lasting dependency on external support.

5. Ongoing Support & Continuous Development

ServiceNow CRM is not a one-time project. ADVVISE stays by your side after go-live with dedicated points of contact, clear SLAs, and regular value sessions.

Core Features of ServiceNow CRM

ServiceNow CRM is modularly built and covers all key aspects of the customer experience.

CUSTOMER SERVICE
Customer Service Management (CSM)
Centralize all service requests, automate workflows, and enable self-service across portals, chat, and email – with a complete view of every customer.
SALES
Sales & Order Management (SOM)
From lead generation to order fulfillment: automate your entire sales funnel with ServiceNow CRM, including quoting, approvals, and contract management.
FIELD SERVICE
Field Service Management (FSM)
Plan, dispatch, and track field technician deployments in real time. AI-powered resource planning minimizes downtime and maximizes first-time fix rates.
ANALYTICS
Real-Time Dashboards & Reporting
Pre-configured and customizable KPI dashboards give executives, team leads, and agents the visibility they need to make better decisions.

It’s About More Than Just Software

As a certified ServiceNow partner with years of experience, we bring deep industry knowledge and best practices to every engagement. We advise and implement ServiceNow CRM in a way that delivers lasting impact and keeps your customers coming back.

Proven Consulting & Implementation Methodology: From requirements analysis to go-live: ADVVISE delivers in a structured, on-time manner with measurable ROI.
Industry-Specific Templates: With pre-built configurations for manufacturing, construction and supply industries, and other sectors, we shorten project timelines significantly.
Long-Term Support & Sustainable Optimization: ADVVISE supports you beyond the initial rollout with continuous optimization, training, and support.

At ADVVISE, CRM is not a standalone product – it is part of a connected ecosystem. E.g. the data that SPM needs for solid planning originates in CRM. With ServiceNow CRM, we close that loop. A won opportunity in CRM becomes the direct trigger for a project in SPM. Resources are planned based on real order data.

— Mario Reismüller, Managing Partner at ADVVISE

Frequently Asked Questions About ServiceNow CRM

What is ServiceNow CRM and how does it differ from traditional CRM systems?

ServiceNow CRM is a fully integrated AI platform for sales, customer service, and field operations. Unlike Salesforce or SAP CRM, ServiceNow offers native process automation, end-to-end workflows, and AI agents without system breaks. It is natively embedded in an enterprise-wide workflow platform that also runs ITSM, SPM, HRSD, and other applications. That means: no duplicate data storage, no middleware maintenance, no synchronization issues.

How long does a ServiceNow CRM implementation take?

With our standardized ADVVISE CRM QuickStart approach, a focused initial rollout covering core features (Sales Force Automation, Lead Management, and basic analytics) can be delivered in as little as 8 weeks. More complex implementations involving CPQ, integrations, legacy data migration, and extensive change management may take between 4 and 9 months. We strongly recommend a phased approach: better to go live quickly with a solid core than to spend years pursuing perfection without real-world impact. Our expert team supports you every step of the way – from analysis through go-live and beyond on your ongoing CRM journey.

Can ServiceNow CRM be integrated with our existing ERP or legacy systems?

Yes. ServiceNow offers pre-built connectors for SAP, Microsoft Dynamics, Oracle, and many other systems. Custom APIs and legacy interfaces can also be securely connected via Integration Hub technology.

We already use ServiceNow for ITSM or SPM — how complex is adding CRM?

If you already have ServiceNow in place, that’s a significant advantage: the platform is familiar, your team is trained, and many foundations are already established. This substantially reduces effort in areas like infrastructure, user management, and change management.

You benefit immediately from the native connection – SPM projects can be linked directly to CRM opportunities.

What company sizes and industries is ServiceNow CRM suited for?

ServiceNow CRM is an enterprise platform, ideally suited for mid-sized and large organizations managing complex customer processes, multiple sales divisions, or international structures. At ADVVISE, we have particular expertise in industrial manufacturing, construction and supply industries, and technology companies. ServiceNow CRM is especially powerful where sales, order management, project delivery, and service are tightly intertwined.

Get Started with ServiceNow CRM Today

Talk to our CRM experts and take your customer relationships to the next level – together with ADVVISE.