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Mission

Pega Sales Automation Foundation

6 Modules

5 Challenges

2 hrs 45 mins

Visible to all users
Beginner Pega Sales Automation 8.6 English

Pega Sales Automation™ shifts the paradigm of sales and sales coaching from reactive to proactive, and from instinct-driven to insight-driven. The built-in artificial intelligence (AI) capabilities identify the best leads, opportunities, and personalized Next-Best-Actions for each sales representative in real-time, empowering them to sell smarter, bust quotas, and streamline their sales process.

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Sales portals overview

  • Module

    Sales portals overview

    1 Topic

    15 mins

  • Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...

Exploring the sample application

  • Challenge

    Exploring the sample application

    2 Tasks

    10 mins

  • You have just joined Pega and want to familiarize yourself with Pega Sales Automation™ by exploring the Pega Sales Automation sample application.

    T...

Creating sales opportunities

  • Module

    Creating sales opportunities

    2 Topics

    15 mins

  • The sales process begins with a lead. When a lead qualifies as viable, it is converted to an opportunity. In this lesson, you learn how Pega Sales...

Converting a lead to an opportunity

  • Challenge

    Converting a lead to an opportunity

    2 Tasks

    10 mins

  • Terry Mason receives a call from Bob Smith at Nexus Energy. Bob is interested in a smoke detection system. Terry schedules a face-to-face meeting with...

Nurturing leads and opportunities

  • Module

    Nurturing leads and opportunities

    4 Topics

    25 mins

  • Sales representatives nurture leads and opportunities to win sales. In this module, you learn how to capture customer interactions and how the...

Creating activities and tasks

  • Challenge

    Creating activities and tasks

    2 Tasks

    10 mins

  • Sales representative Terry Mason has been working on an opportunity for Ian Thomas. Ian just called Terry and requested additional information that...

Intelligent guided sales

  • Module

    Intelligent guided sales

    2 Topics

    15 mins

  • Pega Sales Automation™ provides configurable sales processes tailored to your customers and products. This guidance, reinforced by artificial...

Qualifying an opportunity

  • Challenge

    Qualifying an opportunity

    4 Tasks

    10 mins

  • Terry has a face-to-face meeting with Laurel Reitler from APW Technologies Corp. regarding carbon monoxide detectors.

    During the meeting, Terry...

Managing the sales forecast

  • Module

    Managing the sales forecast

    1 Topic

    15 mins

  • Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast...

Adjusting the forecast

  • Challenge

    Adjusting the forecast

    3 Tasks

    10 mins

  • While Terry Mason, a sales representative, is reviewing the forecast, he sees the Smoke Detection Systems for Forest Gas in Q2 of 2021. Terry has...

Outlook calendar and email integration

  • Module

    Outlook calendar and email integration

    1 Topic

    10 mins

  • The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...

Pega Sales Automation Foundation

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