Installing and configuring Sales Customer Relationship Management for Manufacturing
Set up the Sales Customer Relationship Management (Sales CRM) applications for Manufacturing Commercial Operations to optimize the lead-to-cash cycle and allow your agents can work on various stages of the manufacturing sales life cycle, such as sales opportunities, quotes, order capture and fulfillment, contracts, and entitlements.
Installing and configuring Sales CRM applications
As a user with the admin role, complete the following main configuration tasks to set up your Sales CRM applications for Manufacturing Commercial Operations.
| Configuration task | Description |
|---|---|
| Install and configure Lead Management |
Install the Lead Management application from the ServiceNow Store. This application enables manufacturers to create leads and provide pre-sales product recommendations based on customer needs, as well as assign user roles and configure related features such as needs analysis. |
| Install and configure Opportunity Management | Install the Opportunity Management application from the ServiceNow Store store. This application enables your sales agents and account executives to create and manage opportunities that identify and track potential sales based on identified customer needs. |
| Install and configure Quote Management | Install the Quote Management application from the ServiceNow Store store. It enables your sales agents to generate sales quotes for products or services that a customer wants to buy. |
| Install and configure the Order Management application | Install the Order Management application from the ServiceNow Store. This application enables your agents to capture, manage, and fulfill orders from enterprise customers. |
| Configure Sales Agreement Management |
Install the Sales Agreement Management application from the ServiceNow Store store to create sales agreements between a buyer and a seller for future transactions. |
| Configuring product offerings and catalogs | Create product offerings and the associated product catalogs that can be used by Sales and Order Management agents for pre-sales activities, order capture, and post-sales engagement. |
| Configuring product pricing with Pricing Management application |
Use the Pricing Management application to create the price lists and price list lines, define pricing adjustments, and manage other features that control pricing for product offerings. Product pricing is used by your sales and order agents when creating opportunities, quotes, and sales orders in Sales and Order Management. |
| Setting up the product configurator | Control the product options displayed in the interface by using the Open State Management API framework. |
| Assign user roles in Sales Customer Relationship Management applications | Review and assign roles to users of the SOM applications that you install. |