Product data

Configure product data for Customer Service Management including product models, sold products, install base items, and installed products.

Table 1. Setting up users, user groups, and customer relationships

Task	Description
Configure product data	Configure the product data for your company, including: Product models: Goods or services that your company sells and supports. Sold products: The products and components that have been sold to an account or a consumer. Install base items: Items that represent the instances that have been installed or provisioned for a customer. Installed products: Information about sold products and how they are deployed or installed.
Configure assets	An asset is a specific product or instance that is supported for an account or consumer.
Create asset contact relationships	Assign an asset to a customer contact who is responsible for managing that asset.
Create service contracts	Service contracts define the type of support that accounts and consumers receive for their products.
Configure entitlements	Entitlements define the type of support that an account or consumer receives as well as the supported communication channels.
Configure Customer Contracts and Entitlements	Use the Post-Sales Support application to configure and display customer service contracts and entitlements.
Use Customer Life Cycle Management Workflows to manage the life cycle of your sold products	This application enables you to update the existing configurations and to modify, suspend, resume, or disconnect the sold products and their complete hierarchy.
Create Lead to Cash Core for products and services	Use these workflows to analyze business opportunities and customer leads as well as the billing, support, and maintenance requirements after a sale is complete.