Chris Pearson
Tera Contributor

Welcome to Phase 3 of our digital transformation journey, where we truly gain momentum. So far, we’ve accomplished a lot: delivering world-class customer service, streamlining our product catalog and fulfillment orchestration, and integrating our field technicians with enterprise-grade mobile capabilities that simplify their work experience.

 

Now, it’s time to bring your sales teams into the transformation. With ServiceNow’s Sales and Order Management, we extend our digital journey to the left of order fulfillment, enabling us to handle Lead Management, Opportunity Management, and Quote Management processes seamlessly.

 

In this phase, sales associates work Leads within ServiceNow, tracking all email communications, meetings, and contacts. When a lead is ready, it transitions into an Opportunity, where sales associates can identify a customer’s specific needs through a guided questionnaire called Needs Analysis. The output being suggested product bundles tailored for that customer. As the Opportunity progresses through its lifecycle and becomes ‘qualified,’ we can generate a Quote, allowing for dynamic product configurations that adjust pricing based on predefined price lists.

 

Your sales teams can apply discounts, request approvals, and automatically generate a quote summary document on company letterhead. Thanks to the power of the ServiceNow platform, task orchestration and approvals are seamlessly integrated into Lead, Opportunity, and Quote Management, aligning perfectly with your company’s sales processes. This phase ensures your sales operations are fully synchronized with your digital transformation journey.

 

#SOMT #TSM #TNI #TSOM #Telecom #Thirdera #ServiceNow