Exploring the sales portals

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

You will learn about the default personas and portals in Pega Sales Automation™.

There are three main default application personas: Sales representative, sales manager, and sales operations.

Each persona has its own portal and dashboard.

Portals provide a comprehensive workspace while dashboards centralize essential information managed in the portal.

Sales representatives manage their leads and opportunity pipeline including communications with prospects and customers.

The sales representative portal is where the sales team perform their day-to-day activities.

The landing pages that are available depend on the selling mode and if the features have been enabled in the application.

The selling mode can be business-to-business (B2B), business-to-customer (B2C), or a mix of the two.

The Dashboard displays operational information about your application and key performance indicators.

The dashboard can be personalized with widgets that are relevant to your role to increase productivity.

My work displays any work assigned to you.

Spaces are used for collaboration between team members.

Pulse facilitates collaboration and conversation among users within a specific context, such as a case.

By sharing information in Pulse, you can work as a team to resolve cases more quickly.

Organizations represent businesses you are selling to in a business-to-business (B2B) model.

The tables on the landing pages can be personalized by selecting Customize table.

It is possible to show and hide columns.

The settings can be saved for the user across sessions.

In the B2B model, Contacts are employees or affiliated with the organization you are selling to.

In the B2C model, Contacts are customers or prospects. 

In the B2B model, Accounts is an extension of the organization, and in B2C model it is an extension of the contact.

Households are groupings of contacts with the intent to purchase a common product.

The sales process begins with a lead.

Leads are nurtured through interactions with the prospect.

Opportunities are qualified leads.

Opportunities are the basis of the sales pipeline, goal attainment, and sales forecast.

You can view opportunities by stage or as a list.

In the stage view, it is possible to drag opportunities between stages.

Forecast management improves the sales organization’s ability to predict the sales cycle.

If you have set up Microsoft Exchange calendar integration, the Appointments displays meetings from the Exchange calendar.

You can also Create appointments, which then sync to the Exchange calendar. 

Knowledge provides sales representatives with the right supporting articles at the right time.

The Engagement Map is a planning tool that helps you visualize product penetration levels and areas where there is no product engagement.

Pega Sales Automation comes with a set of standard Reports.

You can also add your reports.

The Create menu allows you to add prospect and customer data to the application.

Sales managers manage sales teams by monitoring performance and collaborating with team members.

The sales manager portal looks very similar to the sales representative portal, but there are a few differences.

The Dashboard focuses on team metrics.

Many widgets have a My team option that allows the manager to see data for direct reports.

With Workforce Intelligence, the manager can measure employee productivity, understand how and when work is complete, and identify opportunities to optimize productive work and overall efficiency.

Sales operations support the sales team by administering the application.

The sales operations portal has a few additional tabs.

Territories are used to organize your sales organization into sales teams.

In Pega Sales Automation, you can work directly with Partners by granting them access to your application.

Operators are users in the Pega Sales Automation application.

There are Tools available for sales operations to manage data, personalize dashboards, and import data.

Sales operations can update Leads and Opportunities in bulk.

In addition to the three application personas, there is also the system architect persona.

System architects are developers who contribute technical skills like application customization and integration.

System architects have four portals at their disposal: Dev Studio, App Studio, Admin Studio, and Prediction Studio.

The App Studio contains the Application Settings that allows the system architect to set the selling mode, enable application features, and configure integrations.

You have reached the end of this demo.

You now know how to navigate the sales portals.