ServiceNow CRM + CPQ + Sales and Order Management

Automate the entire “Lead-to-Cash” lifecycle by establishing end-to-end visibility across the entire sales and order lifecycle to manage leads, quoting, fulfillment, and service on a single unified AI platform.

Connecting the Front and Back Office

What is ServiceNow CRM?

ServiceNow CRM unifies customer data across sales and service on a single AI-powered platform, giving teams shared context to resolve issues faster, reduce friction, and improve customer experience.

What is ServiceNow CPQ?

ServiceNow CPQ (formerly Logik.ai) streamlines complex quoting with rules-based configuration, automated pricing and approvals, and clean quote-to-order handoffs that reduce errors, protect margin, and accelerate time to revenue.

What is ServiceNow SOM?

ServiceNow Sales and Order Management provides workflow-driven orchestration for orders, exceptions, and changes, reducing fallout, speeding fulfillment, and improving customer experience.

Customer Relationship Management

ServiceNow CRM brings together key products like Customer Service Management, Field Service Management, and Sales Order Management to connect customer interactions end to end and drive faster resolution, smoother handoffs, and better experiences.

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Unified view of every account and contact across sales, service, marketing, and operations

Structured opportunity management with defined stages, exit criteria, and improved forecast accuracy

Standardized lead capture, routing, and qualification to eliminate leakage and response delays

Activity tracking and engagement visibility to drive accountability and proactive follow-up

Territory and account ownership rules that prevent overlap and internal channel conflict

Real-time pipeline visibility with reporting on coverage, velocity, conversion rates, and risk

Embedded workflow automation to reduce manual work and enforce process adherence

AI-driven insights and recommendations to prioritize deals and next best actions

Customer lifecycle tracking from prospect through renewal and expansion

Analytics on win/loss trends, rep performance, campaign attribution, and revenue by segment

Configure-Price-Quote

ServiceNow CPQ guides selling to turn complex requirements into accurate configurations. Embedded approval workflows protect margin and speed deals, while real-time validation against inventory, lead times, and constraints allows seamless quote-to-order handoff with no rekeying. Support for complex BOMs, options, bundles, and engineer-to-order scenarios help sales teams to quote accurately so you can deliver with confidently.

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Centralized product configuration with enforced rules to prevent invalid or unprofitable quotes

Guided selling that translates complex requirements into accurate configurations without tribal knowledge

Automated pricing logic (tiers, discounts, surcharges) consistently applied across all sales channels

Embedded approval workflows to control margin erosion and reduce deal cycle time

Real-time quote validation against inventory, lead times, and constraints before submission

Seamless handoff from quote to order with no rekeying or data loss

Support for complex BOMs, options, bundles, and engineer-to-order scenarios

Versioned quotes and change management to handle revisions without downstream disruption

Single source of truth for products, pricing, and rules across sales, operations, and finance

Analytics and reporting on quote velocity, win rates, discounting, and margin performance

Sales and Order Management

ServiceNow Sales and Order Management (SOM) creates a continuous value stream by managing the lead-to-renewal lifecycle on a single platform. It helps teams launch new products, services, and catalog-driven fulfillment policies faster, automates sales and order fulfillment workflows, and equips service teams to handle post-sale activities. The result is faster time to market, quicker revenue realization, lower costs, and a better customer experience.

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End-to-end lead-to-cash lifecycle managed on a single platform from opportunity through fulfillment and renewal

Unified product catalog with centralized configuration, pricing, and offer management

Automated quoting, pricing, and order capture to reduce cycle time and manual errors

Seamless conversion from quote to order with no rekeying or data loss

Real-time visibility into pipeline, order status, and fulfillment progress across teams

Orchestrated order workflows spanning capture, validation, fulfillment, exceptions, and change management

Support for complex products, bundles, subscriptions, and multi-entity pricing models

Embedded contract and entitlement management to enforce commercial terms through fulfillment

Self-service ordering and digital engagement channels to improve customer experience

AI-driven insights and workflow automation to increase seller productivity and accelerate revenue realization

Frequently Asked Questions

Every journey looks a little different. If you have questions beyond this FAQ, please contact us through the form below.

How can we improve our lead-to-cash process?

Improving lead-to-cash requires connecting CRM, quoting, approvals, order capture, and fulfillment into a single workflow. Eliminating manual handoffs and enforcing standardized stages reduces delays, errors, and revenue leakage.

Why does our quote-to-order process break down?

Breakdowns usually happen due to disconnected systems, manual approvals, inconsistent pricing logic, or lack of real-time validation. Centralized configuration, automated pricing rules, and seamless quote-to-order conversion eliminate rekeying and order fallout.

How do we reduce sales cycle time without increasing risk?

Guided selling, embedded approvals, automated workflows, and real-time validation help accelerate deals while maintaining pricing discipline and margin protection.

What causes order fulfillment delays after a deal closes?

Common causes include incomplete data, pricing discrepancies, configuration errors, and lack of visibility between sales and operations. Orchestrated order workflows and validation before submission prevent downstream disruption.

How can we align sales and operations teams?

Alignment improves when both teams operate from a single source of truth for products, pricing, contracts, and order status, supported by shared dashboards and standardized processes.

How do we prevent excessive discounting and margin erosion?

Automated pricing logic, tier controls, approval workflows, and real-time margin visibility enforce pricing discipline while enabling faster deal approvals.

How can CRM automation improve forecasting accuracy?

Structured opportunity stages, required exit criteria, activity tracking, and AI-driven risk indicators improve pipeline visibility and forecast reliability.

How do we manage complex products, bundles, or subscriptions more efficiently?

Centralized configuration and product catalog management ensure consistent quoting, accurate BOM handling, and support for bundles, subscriptions, and multi-entity pricing models.

What are the most common CRM implementation mistakes?

Common mistakes include over-customization, lack of process alignment, poor data governance, and failure to connect CRM with quoting and order management workflows.

How can we eliminate order fallout and rework?

Validating configuration, pricing, contracts, and fulfillment constraints before order submission significantly reduces errors and downstream corrections.

What happens in a Lead-to-Cash Assessment?

You get a clear view of the biggest breakdowns in your quote-to-order flow, the exceptions driving rework, and a prioritized set of workflow improvements to pursue.

Ready to supercharge your Lead-to-Cash workflow?

We turn complex requirements into streamlined, working solutions through a proven methodology. Our approach reduces friction by maintaining alignment through transparency and engagement.

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Explore better ways to connect your front and back office on the AI-powered ServiceNow platform.

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