Creating a sales cadence

2 Tasks

10 mins

Pega Sales Automation '23

Pega Sales Automation 8.8

Visible to: All users

Beginner Pega Sales Automation '23 English

Scenario

Your company wants to optimize sales representative productivity by creating sales cadences based on best practices. You have been tasked with creating a sales cadence for tradeshow leads.

The best practice for tradeshow leads are as follows:

1. Call the prospect, end the sales cadence if the prospect answers.
2. If the prospect doesn't answer, try again in 2 days.
3. If the prospect doesn't answer again, end the sales cadence.

The following table provides the credentials you need to complete the challenge:

Role	User name	Password
Sales ops	SFASampleSalesOps	rules
Sales representative	tmason	rules

Your assignment consists of the following tasks:

Task 1: Create the sales cadence

Task 2: Test the Sales cadence

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

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Challenge Walkthrough

Detailed Tasks

1 Create the Sales cadence

1. Log in to Pega Sales Automation as the sales operations user:
   1. In the User name field, enter SFASampleSalesOps
   2. In the Password field, enter rules.
2. In the navigation pane of Sales Automation, click Tools.
3. On the Tools landing page, in the Manage section, click Sales cadences.
4. In the upper-right corner, click Create sales cadence to configure a new sales cadence.
5. In the Name field, enter Tradeshow.
6. In the Description text box, enter Sales cadence for tradeshow leads, and then click Create.
7. In the summary panel of the sales cadence, click Actions > Update to open the flow editor.
8. In the header of the flow editor, click the Add icon to add the following flow shapes:
   1. Two Phone shapes
   2. One Wait shape
   3. One Decision shape
9. Click and drag the arrows to connect the shapes, as shown in the following figure:
   
10. Double-click the connector that is between the Decision to the Wait shape.
11. In the Condition type list, select Else, and then click Submit.
12. Double-click the connector that is between the Decision to the End shape.
13. In the When field, enter or select Call answered, and then click Submit.
14. Double-click the Wait shape.
15. In the Days field, enter 2, and then click Submit
16. In the upper-right corner, click Save, and then close the flow editor window.
17. In the summary panel of the sales cadence, click Actions > Publish.
18. In the lower-left corner, click the user profile icon, and then select Log off to log out of Sales Automation.

2 Test the sales cadence

1. Log in to Pega Sales Automation as the sales representative:
   1. In the User name field, enter tmason.
   2. In the Password field, enter rules.
2. In the navigation pane of Sales Automation, click Leads.
3. In the list of leads, click John Oconnell to open the lead.
4. In the summary panel of the lead, click Actions > Sales cadence > Tradeshow to add the cadence to the lead.
5. On the Sales Cadence: Tradeshow screen, enter the following information:
   1. In the Call outcome field, enter Call not answered
   2. In the Call details field, enter No answer.
6. Click Submit, and then click Go.
7. Click Go.
8. Click Yes (continue) to skip waiting and continue.
9. On the Sales Cadence: Tradeshow screen, enter the following information:
   1. In the Call outcome field, enter Call answered.
   2. In the Call details field, enter Scheduled meeting with prospect next week for product demonstration.
10. Click Submit.

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Available in the following mission:

• Sales Automation Low-Code Developer v6