Marketing & Sales spans the entire demand-to-revenue lifecycle. On the marketing side it runs campaigns of every type (email, event, webinar, social, paid, content and referral), builds and hosts landing pages and web forms, captures and de-duplicates inbound leads, and drives multi-step journeys and sales cadences that mix email, SMS, tasks and wait steps. It scores leads against configurable demographic and behavioural models, maintains dynamic segments, and attributes influenced revenue back to the programmes that earned it.

On the sales side it manages a configurable pipeline of opportunities across named sales processes, with weighted probability, competitor and win/loss tracking, and stage-gated guidance. It carries a product catalogue and price books, a full configure-price-quote engine, quotes and subscriptions, sales orders and contracts, territories, quotas and commissions. Forecasting rolls up the pipeline through the management hierarchy with snapshots that preserve how each forecast evolved. The result is one module in which a marketing-sourced enquiry and a closed, invoiced, commissionable deal are the same thread followed end to end.

At the centre sit four ideas that the whole module orbits. A lead is an unqualified interest, deliberately kept distinct from the permanent customer record so that raw inbound noise never pollutes the master; when a lead earns its place it converts, promoting the person into a contact, the organisation into an account, and the interest into an opportunity. An opportunity is a live deal with an amount, a close date, a stage and an owner, moving through a defined sales process whose stages map to probabilities and whose history is retained so that velocity and slippage can always be reconstructed.

The commercial content of a deal flows from the catalogue: products carry prices through entity-scoped and standard price books, discount schedules shape volume and tiered pricing, and configuration rules assemble bundles into a coherent quote. Around all of this sits the campaign, the organising unit of marketing effort, to which leads and contacts belong as members whose engagement statuses trace their progress from sent through opened, clicked, responded and converted. Consent is modelled explicitly per person and per channel, with its source and timestamp recorded, so that permission is a first-class fact rather than an afterthought. These concepts relate through ownership, membership and conversion, forming a single graph that connects a marketing touch to the revenue it ultimately produces.

Demand capture is automated end to end. A visitor completes a hosted form, which creates or updates a lead, stamps it with its UTM source, and enrols it in the cadences and journeys whose triggers it matches. Scoring runs against active leads continuously, applying rule evaluation and time-based decay; once a lead crosses the marketing-qualified threshold it is handed to sales, assigned by territory, round-robin or capacity, and the relevant campaign memberships and qualification states are updated in step.

On conversion, the deal enters the pipeline. Reps work opportunities through their stages, build quotes through the configurator, and route discounts beyond policy thresholds into approval workflows. When a quote is accepted it generates a sales order carrying its lines, addresses and links; when the order is fulfilled it hands off cleanly to finance for invoicing. Closing a deal as won recalculates the owner's quota attainment, raises a calculated commission record against the active compensation plan, and regenerates the affected forecast period automatically. Approved commissions are batched and exported for payroll. Every stage transition, approval and calculation is captured, so the path from enquiry to payout is fully reconstructable.

The pricing and quoting engine is where commercial rigour concentrates. Configuration walks the catalogue graph by layer, enforcing required and optional selections and offering valid alternatives, then prices each line by resolving the correct price book with entity-scoped precedence over standard, applying volume and tiered discount schedules, and exploding bundles into their constituent lines with a full audit of how each figure was reached. Multi-currency quoting draws on the shared entity and currency configuration so that a single catalogue prices correctly for every market.

Communication compliance is treated as a hard control, not a courtesy. The module enforces double opt-in, honours global and list-level unsubscribe with a self-service preference centre, caps sending frequency per contact, and applies regional rules spanning GDPR and UK-GDPR, PECR and the ePrivacy Directive, CAN-SPAM, Canadian anti-spam law, CCPA and CPRA, and TCPA for messaging. Consent changes are logged with timestamps, right-to-erasure requests anonymise a person across every record, and sender authentication through SPF, DKIM and DMARC protects deliverability. Commission calculation is equally transparent: tiered rates, accelerators, caps, split credit and clawback on churn each resolve to an auditable breakdown. Attribution supports first-touch, last-touch, linear, U-shaped, W-shaped and custom models, so influenced revenue is measured, not asserted.

Marketing & Sales reuses the suite's shared foundations rather than duplicating them. Accounts and contacts extend the Business Relations customer master, so a debtor in finance and an account in the pipeline are one entity. Every cadence trigger, approval chain, escalation and scheduled job runs on the Flow Management engine. Landing pages and partner portals are published through Content Management, quote documents and marketing assets are stored and versioned in Document Management, and lead, opportunity, quote and order numbers are issued by Number Generators.

Outbound email and SMS reach their providers through Connector Management, which also carries e-signature and BI integrations. Fulfilled orders raise debtor invoices in Accounting & Control, and approved commissions export to Payroll. Pricing and configuration draw on the shared Product & Service Catalog, while authorisation is governed by the suite's CASL model with field-level and record-level rules that keep deal amounts, discounts and commissions visible only to those entitled to see them. Analytical facts and dimensions land in the Data Warehouse for full-funnel reporting across the estate.

AI Workers are first-class users of the module, acting through the same authorised interfaces and controls as their human colleagues. They answer conversational questions against live module data, so a manager can ask which deals slipped this quarter or which campaigns influenced a won account and receive an answer grounded in the actual records. They execute actions directly: enrolling a segment in a journey, re-scoring a batch of leads, drafting a quote from a configured bundle, or advancing an opportunity when its exit criteria are met.

They watch continuously for anomalies and exceptions, flagging stalled deals, unusual discount requests, deliverability drops, consent conflicts and forecast movements before they harden into problems. They extract structured data from inbound documents and correspondence, populating leads, contacts and quote lines without manual re-keying. They provide decision support by surfacing deal risk, coverage gaps and next-best actions against historical patterns. Crucially, an AI Worker can stand as an approval or review node within a workflow, evaluating a discount against policy or a deal registration against the existing pipeline and either clearing it or routing it onward, with its reasoning and outcome recorded in the same audit trail as any human decision.