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Organizing your sales organization into territories
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Module
Organizing your sales organization into territories
4 Topics
30 mins
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A territory defines the hierarchical structure used to organize your sales team into groups. You can create and edit territories, assign operators to...
Outlook and Webex integration
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Module
Outlook and Webex integration
2 Topics
12 mins
Pega Sales Automation 8.7 -
The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...
Parallel processing
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Module
Parallel processing
4 Topics
40 mins
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Configure a Stage to run multiple Processes in parallel to allow users to perform Tasks independently. You learn how to configure a workflow that...
Sharing action details with third-party distributors
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Module
Sharing action details with third-party distributors
2 Topics
30 mins
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Sending outbound communications through email and SMS has its challenges, including various operational, security, and legal requirements. Sometimes...
Pega 1:1 Operations Manager overview
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Module
Pega 1:1 Operations Manager overview
3 Topics
20 mins
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Learn how Pega 1:1 Operations Manager helps streamline the change management processes that affect one-to-one customer engagement orchestrated by Pega...
Pega approach to Discovery
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Module
Pega approach to Discovery
2 Topics
20 mins
Pega Customer Service 8.8 -
Learn how to apply the Discover phase of Pega Express™ to approach customer service outcomes. Identify the desired business outcomes and Microjourneys...
Pega approach to Prepare
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Module
Pega approach to Prepare
4 Topics
45 mins
Pega Customer Service 8.8 -
Discover how to prepare your team for your project and apply the Pega Express™ methodology to Pega Customer Service™. Learn how to a well conducted...
Pega Call introduction
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Module
Pega Call introduction
3 Topics
25 mins
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Many customers still prefer to speak with an agent because they believe it helps them get to resolution faster. Customers expect a seamless experience...
Pega case management for designers
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Module
Pega case management for designers
10 Topics
1 hr 50 mins
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In this module, you learn about the case management capabilities of Pega Platform™ as they apply to user experience designers.
Pega CLM and KYC strategic application
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Module
Pega CLM and KYC strategic application
4 Topics
55 mins
Pega Know Your Customer for Financial Services 8.7 -
Familiarize yourself with the business problems that Pega Client Lifecycle Management and Know Your Customer TM can solve. The Pega CLM and KYC...