Set up the Sales Customer Relationship Management (Sales CRM) applications so that your agents can work on various stages of the product sales life cycle, such as sales opportunities, quotes, order capture and fulfillment, contracts and
entitlements, and also the basic product catalog and pricing features used by each application.
As a user with the admin role, complete the following main configuration tasks to set up your applications. Select a tile to learn about how to install and configure a set of Sales CRM applications to implement and support pre-sales, sales, and post-sales workflows in your organization.
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Lead-to-cash foundation Set up core apps that enable your lead-to-cash processes.
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Configure, price, quote Set up tools to configure products and manage pricing, quotes, and sales agreements.
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Lead and opportunity management Set up tools to capture leads, engage customers, manage opportunities, forecast sales, and define sales territories.
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Order management Set up tools to manage order creation and fulfillment, manage jeopardy, and resolve fallout issues.
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Order operations Set up workflows to manage end-to-end lead-to-cash processes and handle product returns.
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Post-sales engagement Set up tools to manage customer contracts, entitlements, and life cycle workflows on sold products.
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Partner Relationship Management Set up tools to onboard partners, manage relationships, and enable collaboration.
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Business Portal Set up a self-service portal for B2B customers to place orders, submit RFQs, view quotes, and raise order cases.
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