Using Sales Customer Relationship Management applications

---
title: Using Sales Customer Relationship Management applications
description: As agents and managers, you use the CRM Workspace to complete various tasks when using the Sales Customer Relationship Management applications.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/som-using.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Sales Customer Relationship Management]
---

# Using Sales Customer Relationship Management applications

As agents and managers, you use the CRM 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-servicenowcpq.md) 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.

<table id="table_ywk_fhy_khc" class="nav-card presentation"><tbody><tr><td>

[Sales automation\[Omitted image "bus-funnel.svg"\] Alt text:Win more deals by capturing leads, tracking opportunities, forecasting sales, managing territories and buying groups.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-opportunity-mgt.md)

</td><td>

[Configure, price, quote\[Omitted image "bus-sdlc.svg"\] Alt text:Quote faster and more accurately by configuring products, setting pricing, and creating sales agreements.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-cpq.md)

</td><td>

[Order management\[Omitted image "bus-business-management.svg"\] Alt text:Keep orders on track by managing fulfillment, staying ahead of jeopardy, and resolving issues quickly.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-order-management.md)

</td></tr><tr><td>

[Order operations\[Omitted image "bus-log-store.svg"\] Alt text:Run seamless lead-to-cash processes by managing end-to-end order workflows and handling returns with ease.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-order-operations.md)

</td><td>

[Post-sales engagement\[Omitted image "bus-service-aware.svg"\] Alt text:Deliver on your promises by managing contracts, tracking entitlements, and driving product life cycle workflows.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-post-sales-engagement.md)

</td><td>

[Partner Relationship Management\[Omitted image "bus-partnering.svg"\] Alt text:Grow your partner ecosystem by onboarding partners, strengthening relationships, and enabling collaboration.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-partner-relationship-management.md)

</td></tr><tr><td>

[Lead-to-cash foundation\[Omitted image "bus-integration-and-apis.svg"\] Alt text:Browse, customize, and add products using the product catalog interface with AI Search.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-cash-foundation.md)

</td><td>

[Business Portal\[Omitted image "bus-personalized-self-service-portal.svg"\] Alt text:Empower your customers by letting them place orders, submit RFQs, view quotes, and raise cases on their own.](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/order-mgt-business-portal.md)

</td><td>

 

</td></tr></tbody>
</table>-   **[Using sales automation applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-opportunity-mgt.md)**  
Learn how to use sales automation applications.
-   **[Using configure, price, quote applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-cpq.md)**  
Learn how to use configure, price, quote applications.
-   **[Using Order Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-order-management.md)**  
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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-order-operations.md)**  
Learn how to use order operations applications.
-   **[Using post-sales engagement applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-post-sales-engagement.md)**  
Learn how to use post-sales engagement applications.
-   **[https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-partner-relationship-management.md](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-partner-relationship-management.md)**  

-   **[Using lead-to-cash foundation applications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/using-lead-cash-foundation.md)**  
Learn how to use lead-to-cash foundation applications.
-   **[Using Business Portal for self-service workflows in Sales CRM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/order-mgt-business-portal.md)**  
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.
-   **[Sales CRM Mobile Application](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/sales-crm-mobile-application.md)**  
Sales CRM Mobile is a mobile application that lets sales representatives and managers view and manage the Sales CRM application on their mobile phones from anywhere.

**Parent Topic:**[Sales Customer Relationship Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/order-mgt-overview.md)