As agents and managers, you use the CSM Configurable Workspace to complete various tasks when using the Sales and Order Management applications.
From the workspace you can access product catalogs to see the product offerings available in your organization and select them for Sales and Order Management transactions. You use a configurator interface, either the CPQ Configurator or the legacy product configurator, to customize configurable products that you add to opportunities, quotes, and orders or to make changes in sold products and product inventory.
Hinweis: The CPQ Configurator is available if your organization has implemented the CPQ Integration application. For details on using the CPQ Configurator in Sales and Order Management workflows, see Configure a customizable product using CPQ Configurator.
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Lead and opportunity management Win more deals by capturing leads, tracking opportunities, forecasting sales, managing territories and buying groups.
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Configure, price, quote Quote faster and more accurately by configuring products, setting pricing, and creating sales agreements.
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Order management Keep orders on track by managing fulfillment, staying ahead of jeopardy, and resolving issues quickly.
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Order operations Run seamless lead-to-cash processes by managing end-to-end order workflows and handling returns with ease.
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Post-sales engagement Deliver on your promises by managing contracts, tracking entitlements, and driving product life cycle workflows.
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Partner Relationship Management Grow your partner ecosystem by onboarding partners, strengthening relationships, and enabling collaboration.
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Lead-to-cash foundation Browse, customize, and add products using the product catalog interface with AI Search.
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Business Portal Empower your customers by letting them place orders, submit RFQs, view quotes, and raise cases on their own.
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