Opportunity Management release notes
Summarize
Summary of Opportunity Management Release Notes Washington DC
The ServiceNow® Opportunity Management application, introduced in the Washington DC release, is designed for sales agents and account executives to efficiently create and manage sales opportunities based on customer needs.
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Key Features
- Opportunity Needs Analysis: Utilize guided questionnaires to analyze customer needs and generate product recommendations.
- Opportunity Creation: Generate opportunity headers and lines for recommended products directly within ServiceNow.
- Kanban Boards: Visualize and monitor the status of opportunities across different stages using a Kanban view.
- Quote Generation: Easily convert opportunities into sales quotes when using the ServiceNow Quote Management application.
- Pricing Integration: Access and apply price lists associated with opportunities and their line items.
Activation Information
To install Opportunity Management, request it from the ServiceNow Store. For more details on available applications, visit the ServiceNow Store website.
Browser Requirements
ServiceNow workspaces are not compatible with mobile devices, Internet Explorer, or Microsoft Edge. It is recommended to use Microsoft Edge - Chromium or another supported browser.
Related Applications
- Customer Service Management: Offers visibility into opportunities for customer service agents.
- Quote Management: Allows sales agents to generate and manage customer sales quotes.
- Product Catalog Management: Helps catalog administrators create and manage product catalogs for easy navigation.
- Pricing Management: Enables the setting of pricing for products and services used across the Sales and Order Management applications.
The ServiceNow® Opportunity Management application enables your sales agents and account executives to create and manage opportunities. These opportunities identify and track potential sales based on identified customer needs. Opportunity Management is a new application in the Washington DC release.
Opportunity Management highlights for the Washington DC release
- Capture customer needs and requirements through needs analysis questionnaires to generate product recommendations.
- Create opportunities on the ServiceNow platform or bring in opportunity data from other third-party systems.
- Convert opportunities to sales quotes with ease.
- Track opportunity progress with structured Sales Cycle types and Stages.
- Engage customers through tasks, emails, and appointments for conversion.
- View prices for a product offering from the catalog based on the selected price list.
See Opportunity Management for more information.
Opportunity Management features
- Opportunity needs analysis
- Respond to questionnaires that guide you through a series of questions that provide product recommendations for a customer.
- Opportunity creation
- Create opportunity headers and lines for recommended products.
- Kanban boards
- Monitor the status of opportunities by using a Kanban view that shows opportunities that are planned, in progress, or completed.
- Generating quotes from opportunities
- Convert opportunities to sales quotes if you’re using the ServiceNow Quote Management application.
- Pricing integration with Opportunity
- Select and use the price lists that are now populated on the opportunity and opportunity line items.
Activation information
Install Opportunity Management by requesting it from the ServiceNow 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.
Browser requirements
ServiceNow workspaces don’t support mobile devices, Internet Explorer, or Microsoft Edge. Instead, use Microsoft Edge - Chromium or one of the other supported browsers listed in Browser support.