Misión
Sales Automation Low-Code Developer
Archived
13 Módulos
15 Retos
5 horas 55 minutos
In this mission, you learn about cases and data in a Pega Sales Automation™. Upon completion, you can create a Pega Sales Automation application, populate the application with data, configure and customize the application for your sales organization.
Creating your Pega Sales Automation application
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Módulo
Creating your Pega Sales Automation application
Archived
3 Temas
20 minutos
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The first step of implementing a Pega Sales Automation™ solution is to create your application. In this module, you learn how to use the New...
Selling to businesses, individuals, and households
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Módulo
Selling to businesses, individuals, and households
Archived
4 Temas
25 minutos
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Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...
Setting the selling mode
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Reto
Setting the selling mode
Archived
3 Tareas
10 minutos
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Your business is currently selling to both consumers and businesses. The selling mode of the application is set to mixed mode. Going forward you are...
Bulk upload data to Pega Sales Automation
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Módulo
Bulk upload data to Pega Sales Automation
Archived
3 Temas
20 minutos
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The Data Import wizard allows you to add or update data records by uploading CSV files. This bulk upload process helps you to import data from a...
Importing sales data
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Reto
Importing sales data
Archived
2 Tareas
10 minutos
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You have been given a .csv file containing users that need to be added or updated in the application. The .csv file aligns to the Pega Sales...
Organizing your sales organization into territories
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Módulo
Organizing your sales organization into territories
Archived
1 Tema
10 minutos
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Territories define the hierarchical structure used to organize the sales organization into sales teams. Leads, opportunities, organizations, and...
Creating business territories
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Reto
Creating business territories
Archived
3 Tareas
10 minutos
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Your business is opening a new branch in Australia. An Australian territory needs to be added, and local business territories need to be created using...
Adding users to the sales team
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Módulo
Adding users to the sales team
Archived
2 Temas
15 minutos
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A user of Pega Sales Automation™ has an operator record that defines roles, territory affiliation, and data access. The user can be a member of your...
Adding operators to Sales Automation
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Reto
Adding operators to Sales Automation
Archived
2 Tareas
10 minutos
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As new sales representatives join Sarah Kendall’s team, they should all have full access to their primary territory and read access to the parent...
Tracking your business with AI-infused dashboards
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Módulo
Tracking your business with AI-infused dashboards
2 Temas
15 minutos
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Pega Sales Automation™ provides default dashboards for each of the personas: sales representative, sales managers, and sales operations. In this...
Personalizing default sales dashboards
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Reto
Personalizing default sales dashboards
Archived
2 Tareas
10 minutos
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The sales representatives want to see the contacts list instead of quarterly sales comparison on the dashboard. As a member of the sales operations...
Managing products
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Módulo
Managing products
2 Temas
15 minutos
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Products are what you sell; they can be goods or services. In this lesson, you learn about the product hierarchy used to store products and how to...
Adding products to your application
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Reto
Adding products to your application
Archived
3 Tareas
10 minutos
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Your organization has decided to expand their home security offerings by adding alarm systems.
To start, they want to offer the below home alarm...
Identifying account opportunities
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Módulo
Identifying account opportunities
Archived
1 Tema
10 minutos
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Engagement maps are planning tools that allow sales managers and sales representatives to identify sales opportunities by visualizing product...
Displaying and overriding an engagement map
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Reto
Displaying and overriding an engagement map
Archived
1 Tarea
5 minutos
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Sales representative Terry Mason is currently working on several opportunities with Forest Gas Corp. Terry just learned that a competitor sold video...
Motivating sales representatives to meet sales targets
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Módulo
Motivating sales representatives to meet sales targets
1 Tema
10 minutos
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Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™...
Creating sales goals
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Reto
Creating sales goals
Archived
3 Tareas
10 minutos
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Your company has set a sales target of 1 million USD for Q1 2021. Sales management has decided to set a quota of 100000 USD for each of the sales...
Achieving better results with Pega Sales Coach
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Módulo
Achieving better results with Pega Sales Coach
Archived
2 Temas
15 minutos
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Pega Sales Coach™ uses AI to evaluate seller performance by analyzing distinct actions that a typical sales representative takes each day. Pega Sales...
Coaching a sales representative
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Reto
Coaching a sales representative
Archived
3 Tareas
10 minutos
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Sarah Kendall is the sales manager for North America. Sarah has a new member on her team named Jeff Green. Sarah notices that Jeff is underperforming...
Managing prospect and customer data
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Módulo
Managing prospect and customer data
1 Tema
10 minutos
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The structure of the prospect and customer data depend on if you use the business-to -business model (B2B) to sell to a business or if you use the...
Creating a household
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Reto
Creating a household
Archived
4 Tareas
5 minutos
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Terry Mason is working on an opportunity for Sara Connor. Terry just learned that Sara married Luke Patel and took her spouse’s last name. Sara and...
Creating an organization
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Reto
Creating an organization
Archived
2 Tareas
5 minutos
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Chuck Keffler, who runs a construction company, is interested in security products. After nurturing the lead, sales representative Terry Mason feels...
Customizing the sales process
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Módulo
Customizing the sales process
Archived
1 Tema
10 minutos
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The first steps in implementing a Pega Sales Automation™ application typically involve a gap analysis. The outcome of the gap analysis often contains...
Adding a process to the opportunity case
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Reto
Adding a process to the opportunity case
Archived
3 Tareas
20 minutos
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You are asked to make a change to the sales process listed as part of the gap analysis results. The proposal stage requires an executive visit after...
Adding fields to the contact form
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Reto
Adding fields to the contact form
Archived
2 Tareas
15 minutos
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While reviewing the Contact screen with stakeholders, it is agreed that the screen needs slight modifications. Currently, the screen looks like the...
Accelerating revenue through channel partners
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Módulo
Accelerating revenue through channel partners
Archived
3 Temas
20 minutos
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Organizations are turning to the power of Partner Relationship Management (PRM) to accelerate indirect revenue. PRM provides visibility and...
Onboarding a partner
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Reto
Onboarding a partner
Archived
4 Tareas
10 minutos
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Joel King, a channel manager, has been assigned a new partner called Fluxystems, which he wants to onboard. To start, Fluxystems has only one partner...
Setting up a partner community
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Reto
Setting up a partner community
Archived
4 Tareas
10 minutos
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Joel King, a channel manager, wants to create a Q&A community for the partners he manages. Joel want to control who has access to the Q&A community.
...