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Sales and Order Management Overview
One platform for enterprise automation
Automate the sales and order lifecycle with capabilities like product catalogs and a configurator. Define workflows that translate quotes directly to orders. Native intelligence comes from the Now Platform®, a single system of action for the enterprise.
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Featured apps and capabilities for Sales and Order Management
Sales and Order Management groups key applications and capabilities that can scale with you as your needs change.
Product Catalog Management
Support complex products, bundles, and combined offerings for products and services.
Product Configurator
Configure and price complex product and service offers quickly and accurately.
Pricing Management
Support different pricing models, including one-time, recurring, account-based, multicurrency, and others.
Opportunity Management
Identify customer needs and create opportunities as you manage the sales lifecycle.
Quote Management
Build quotes, manage revisions, and automatically convert quotes to orders.
Order Management
Connect the order lifecycle from capture to fulfillment, with effortless experiences.
Customer Lifecycle Workflows
Enable commercial move, add, change, and disconnect (MACD) of sold products.
Customer Contracts and Entitlements
Provide post-sales support for renewals and changes to customer contracts and entitlements.
Virtual Agent
Resolve issues fast with an intelligent chatbot that understands simple, human language.
Do more with Sales and Order Management
Combine Sales and Order Management with other products and apps to create a powerhouse customer experience platform. Reduce customer effort and improve your bottom line.
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“With ServiceNow’s support, we’ve created a platform blueprint that we can rapidly replicate and scale to bring a wide range of new revenue streams to market.”
Gary Sidhu
VP Platform Applications, Secure Access Service Edge, Lumen
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Explore further
Dive into overview articles on a variety of topics related to Sales and Order Management.
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What is order to cash?
What is CPQ (configure-price-quote)?
What is order management?
What is customer experience?
What is a customer journey?
What is customer retention?
What is customer lifecycle management?
What is customer experience strategy?
What is CRM?
What is customer service management?
What is sales automation?
What is sales management?
Benefits
Benefits
Grow revenue as you transform the lead-to-cash lifecycle with Sales and Order Management.
Launch new products and services quickly
Speed time to market with an integrated, easily configurable commercial and technical catalog. Manage large order volumes and service complexity at scale.
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Simplify Quoting
Shorten time to revenue
Connect and automate siloed sales, quote, and order fulfillment processes on a single platform. Improve visibility across the entire opportunity-to-renewal lifecycle.
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Improve customer experiences
Empower your service teams to provide post-sales support for commercial changes to products, services, contracts, and entitlements. Give your customers a consistent experience across lead to cash.
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Platform
Built on the Now Platform®
Sales and Order Management includes powerful platform capabilities so you can grow revenue as you modernize the order lifecycle from lead to cash. Transform your business with AI on a single, unifying platform for the enterprise.
One platform to make work flow
Now Platform is the single cloud application platform all ServiceNow products run on. Automate, simplify, and connect work across the enterprise to move your business forward.
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Automated business processes
Remove bottlenecks by automating manual processes with a simple, drag-and-drop interface. Sales and Order Management provides capabilities such as price calculation and automated order fulfillment to reduce cycle time and manual errors.
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Single data model
Get full visibility into your sales and order environment and make better decisions. Bridge departmental silos across the lead-to-cash process with a single system of action.
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Actionable insights
Give everyone in your organization the info they need to make smarter decisions and improve business processes. Native intelligence in the Now Platform enables AI-driven simplification and visibility across the lead-to-cash lifecycle.
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Security lives at the center of all we do
Data security is critical to your business. The Now Platform arms you with the tools and processes you need to improve your security posture. We also help you adhere to regulatory compliance to keep sensitive data safe.
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Users
Role-based apps for Sales and Order Management
Add continuous value to the business no matter what role you fill. Grow revenue as you modernize the sales and order lifecycle from lead to cash.
VP of order fulfillment
Speed order delivery with workflow-driven fulfillment. Automate order fulfillment across front, middle, and back-office teams, giving everyone a single view and 360º visibility into order processes end to end.
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Quote Management
Control the quote lifecycle. Track quote revisions as customer needs or product configurations change.
Order Management
Automate order capture and fulfillment through workflows with task creation, assignment, and lifecycle management.
Customer Lifecycle Workflows
Empower sales and service agents to process commercial changes on purchased products and services via workflow.
Chief operating officer
Connect and automate multiple siloed sales and order management processes to reduce operational costs and boost efficiency. Free your organization from relying on configure, price, and quote black-box solutions that aren’t extensible, flexible, or connected to order fulfillment systems.
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Opportunity Management
Use post-opportunity workflows to boost operational efficiency.
Quote Management
Configure and price quotes and convert to sales orders automatically.
Order Management
Integrate seamlessly with sales and service. Provide workflows to boost on-time delivery and reduce errors.
VP of customer service
Give your service agents one location to view and track customer needs. Empower them to quickly respond to post-sale requests for product and service changes and entitlement updates. Provide a consistent way to engage with customers.
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Quote Management
Create and track quotes to meet customer post-sale needs.
Customer Lifecycle Workflows
Make it simple for service agents to modify, suspend, resume, and disconnect purchased products and services.
Customer Contracts and Entitlements
Enable agents to renew, change, or add contracts and entitlements. Track change requests automatically.
VP of sales operations
Define and launch new products and services faster. Make it easier for sales teams to address the growing variability and complexity of product and service offerings. Meet customer needs throughout their buying journey.
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Opportunity Management
Initiate and track opportunity activities including sales interactions, emails, tasks, and appointments.
Quote Management
Configure and price quotes effortlessly for products with complex configuration and pricing.
Customer Lifecycle Workflows
Give sales agents more cross-sell and upsell opportunities to generate higher revenue.
Resources
CTA Primary
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Find out the impact unified sales and order management processes can have on your organization.
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Learn how Sales and Order Management is your best path to optimize the lead-to-cash lifecycle and boost revenue.
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The Now Platform® connects people, functions, and systems across your business. Check out the latest apps and capabilities.
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DATA SHEET
Configure, Price, Quote Made Easy
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Data sheets
Sales and Order Management
Opportunity Management
Customer Lifecycle Workflows
Ebooks
A Modern Approach to Order Management for Telecom Providers
Unlock CX Excellence: The Power of Lead-to-Cash Innovation
Workflow Automation Designed for Technology Providers
Look who’s winning with ServiceNow
See how other companies launch offerings quickly, increase revenue, and improve customer experiences.
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KPN reduces order fallout rate to <1%, down from 7%.
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Kraft Heinz slashes the number of manual order touches and exceptions.
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Acronym fulfills orders 50% faster and enjoys a 60% increase in customer satisfaction scores.
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ngena helps its telecommunications partners shorten time to revenue from months to weeks.
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