What it is (plain English)
Sales Customer Relationship Management and Lead-to-Cash capabilities support leads, opportunities, product and pricing management, quotes, orders, and fulfillment through separately licensed and configured applications.
Problems it solves
- Sales and fulfillment data is fragmented across systems.
- Product and pricing rules are applied inconsistently.
- Orders lack visible orchestration and exception ownership.
What must exist first
Customer, product, pricing, and fulfillment data must be defined for the selected applications. The exact prerequisites depend on which Sales CRM and Lead-to-Cash capabilities are licensed and configured.
What the customer needs to provide
- Customer and product models.
- Sales stages, pricing, approval, and configuration rules.
- Order and fulfillment processes.
- Systems of record and integration boundaries.
Where it can go next
Configured sales and order records can complement CSM and industry-specific order-management solutions.