CRM for Manufacturing Demo: Quote to Installation to Defect Resolution
ServiceNow Community
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Oct 07, 2026
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video
Manufacturers lose time and context at every handoff between quoting, fulfillment, and service. See how CRM for Manufacturing from ServiceNow connects Sell, Fulfill, and Service on one AI platform, with no handoffs lost between systems. Follow one customer through the full journey: 0:00 Introduction 0:12 Customer configures a generator in the portal with smart predict recommendations 2:11 OEM processes the request for quote and applies negotiated pricing 3:26 Guided order orchestration across inventory, delivery, installation, and warranty 4:41 Dispatcher auto-assigns a technician based on skills and availability 5:22 Field technician completes the install on mobile, with AI-generated closure notes 6:34 Dealer technician reports a product non-conformance, with Otto suggesting improvements, answering questions, and checking for duplicates What you'll see: - Guided product configuration with a sales BOM and a technical view with a 3D drawing and engineering BOM - RFQ to quote to order with no re-keying - Order orchestration that coordinates the whole life of the order, not just status - Auto-assignment of field technicians and mobile work orders - AI-assisted closure notes and non-conformance reporting with ServiceNow Otto Learn more about Manufacturing Commercial Operations (MCO): https://www.servicenow.com/products/manufacturing-commercial-operations.html #ServiceNow #CRM #Manufacturing #AI #FieldService #CustomerService #CPQ
https://www.youtube.com/watch?v=bmYzNkDX9DE