---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Use

# Using Sales Customer Relationship Management applications {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
As agents and managers, you use the CSM Configurable Workspace to complete various tasks when using the Sales Customer Relationship Management applications.

From the workspace you can access product catalogs to see the product offerings available in your organization and select them for Sales Customer Relationship Management transactions. You use a configurator interface, either the [CPQ Configurator](https://www.servicenow.com/docs/sPTVS9Ka9WwpSqAiKRXuRA "Agents and customers use the Configurator to customize configurable products in Sales Customer Relationship Management transactions such as opportunities, quotes, and orders.") or the Configurator to customize configurable products that you add to opportunities, quotes, and orders or to make changes in sold products and product inventory.  
Note:  
The CPQ Configurator is available if your organization has implemented the CPQ Integration application. For details on using the CPQ Configurator in Sales Customer Relationship Management workflows, see Configure a customizable product using CPQ Configurator.

|-|-|-|
| [Sales automationWin more deals by capturing leads, tracking opportunities, forecasting sales, managing territories and buying groups.](https://www.servicenow.com/docs/PTgXFK0dFyOfWtMIVhK67Q "Learn how to use sales automation applications.") | [Configure, price, quoteQuote faster and more accurately by configuring products, setting pricing, and creating sales agreements.](https://www.servicenow.com/docs/pTrQwFk6I1Ack~dWiy0B5Q "Learn how to use configure, price, quote applications.") | [Order managementKeep orders on track by managing fulfillment, staying ahead of jeopardy, and resolving issues quickly.](https://www.servicenow.com/docs/XjXt7a5S2NTwY1oImnUupA "ServiceNow Order Management provides a centralized platform to create and manage customer and service orders throughout their entire life cycle. It automates the complex process from order capture and enrichment through to fulfillment and closure, promoting seamless coordination between sales, operations, and technical teams.") |
| [Order operationsRun seamless lead-to-cash processes by managing end-to-end order workflows and handling returns with ease.](https://www.servicenow.com/docs/oZjqfDpUFX1hJTATYtEXFA "Learn how to use order operations applications.") | [Post-sales engagementDeliver on your promises by managing contracts, tracking entitlements, and driving product life cycle workflows.](https://www.servicenow.com/docs/2jh7EskPl_VD2oRmTqT90g "Learn how to use post-sales engagement applications.") | [Partner Relationship ManagementGrow your partner ecosystem by onboarding partners, strengthening relationships, and enabling collaboration.](https://www.servicenow.com/docs/zsfEaUbDHdfBxvCi03zixQ "Install the Partner Relationship Management plugin (com.snc.partner_relationship_management) to enable admins and channel partners to use the self-service Partner portal.") |
| [Lead-to-cash foundationBrowse, customize, and add products using the product catalog interface with AI Search.](https://www.servicenow.com/docs/17h~U4WuegKX~bGVOUUrFw "Learn how to use lead-to-cash foundation applications.") | [Business PortalEmpower your customers by letting them place orders, submit RFQs, view quotes, and raise cases on their own.](https://www.servicenow.com/docs/oJVXk1BZMCi1Jk_1zL0iBw "Business-to-business (B2B) customers can use the Business Portal to browse product catalogs, create orders, create and view order cases, manage invoice and invoice cases, and request for quotes.") |   |
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{#som-using__table_ywk_fhy_khc}
* **[Using sales automation applications](https://www.servicenow.com/docs/PTgXFK0dFyOfWtMIVhK67Q)**   
  Learn how to use sales automation applications.
* **[Using configure, price, quote applications](https://www.servicenow.com/docs/pTrQwFk6I1Ack~dWiy0B5Q)**   
  Learn how to use configure, price, quote applications.
* **[Using Order Management](https://www.servicenow.com/docs/XjXt7a5S2NTwY1oImnUupA)**   
  ServiceNow Order Management provides a centralized platform to create and manage customer and service orders throughout their entire life cycle. It automates the complex process from order capture and enrichment through to fulfillment and closure, promoting seamless coordination between sales, operations, and technical teams.
* **[Using order operations applications](https://www.servicenow.com/docs/oZjqfDpUFX1hJTATYtEXFA)**   
  Learn how to use order operations applications.
* **[Using post-sales engagement applications](https://www.servicenow.com/docs/2jh7EskPl_VD2oRmTqT90g)**   
  Learn how to use post-sales engagement applications.
* **[Using Partner Relationship Management](https://www.servicenow.com/docs/zsfEaUbDHdfBxvCi03zixQ)**   
  Install the Partner Relationship Management plugin (com.snc.partner_relationship_management) to enable admins and channel partners to use the self-service Partner portal.
* **[Using lead-to-cash foundation applications](https://www.servicenow.com/docs/17h~U4WuegKX~bGVOUUrFw)**   
  Learn how to use lead-to-cash foundation applications.
* **[Using Business Portal for self-service workflows in Sales CRM](https://www.servicenow.com/docs/oJVXk1BZMCi1Jk_1zL0iBw)**   
  Business-to-business (B2B) customers can use the Business Portal to browse product catalogs, create orders, create and view order cases, manage invoice and invoice cases, and request for quotes.