Exploring Sales and Order Management
Whether you're starting or expanding a Sales and Order Management (SOM) implementation, learn more about its available applications and workflows for pre-sales engagement, order capture and fulfillment, and post-sales activities in your organization.
Overview
The Sales and Order Management applications enable you to manage the product sales life cycle in your organization, including pre-sales opportunities, sales quote generation, order capture, order fulfillment, and post-sales engagement.
To support the product sales life cycle, Sales and Order Management provides the following features and applications.
Benefits
With the Sales and Order Management applications, your organization can improve sales and order processes as well as agent productivity by managing the opportunity to renewal lifecycle on one platform, and by fusing front, middle, and back office teams with one system of engagement and action. By connecting existing applications and adding ServiceNow workflows, Sales and Order Management helps increase organizational efficiency, speed order fulfillment, and both accelerate and boost revenue.
| Benefits | Key Features | Role |
|---|---|---|
| Create and manage product catalogs for commercial and technical product offerings. Commercial catalogs can be used by your agents to create quotes and orders. | Product Catalog Management | Product catalog administrator |
| Set the pricing for your products through price lists, contextual price controls, and if needed, pricing from external systems. | Pricing Management | Pricing administrator |
| Create pre-sales opportunities that identify and track potential sales based on customer needs. | Opportunity Management application | Sales agent and account executive |
| Create and manage sales quotes, which are formal offers for products or services that agents propose to customers. | Quote Management application | Sales agent |
Quickly configure and price quotes and complex product offers. |
Product configurator | Sales and order agent, admin to set up |
| Capture and fulfill product and service orders to create a seamless ordering experience for your customers. | Order Management | Order agent, fulfillment agent, agent manager, and fulfillment manager |
| Create and manage contracts and entitlements as part of post-sales support. | Post Sales Support | Agent |
| Support change management and commercial workflows (move, add, change, and disconnect) of sold products. | Customer Life Cycle Management Workflows | Agent |
Request apps on the Store
Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.