Sales Automation Low-Code Developer

Pega Sales Automation™ shifts the paradigm of sales and sales coaching from reactive to proactive, and from instinct-driven to insight-driven. The...

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...

Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...

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...

A territory defines the hierarchical structure used to organize your sales team into groups. You can create and edit territories, assign operators to...

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...

A user of Pega Sales Automation™ has an user profile that defines roles and data access. In this module, you will learn how to manage users in your...

Pega Sales Automation™ provides default dashboards for each of the personas: sales representative, sales managers, and sales operations. In this...

The sales representatives prefer to view the Open pipeline and Activities by sales representatives rather than the Win/Loss analysis and Open leads by...

Acme Technologies wants to track the progress of sales opportunities to enhance sales performance, accurately forecast revenue, and optimize the sales...

Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to automatically assign leads with lead...

Your company wants to optimize lead management by distributing incoming business-to-business (B2B) leads among sales representatives based on the...

Products are what you sell; they can be goods or services. In this lesson, you learn how to create a product hierarchy to store products and how to...

Your organization has decided to expand its business product offerings by adding smoke detector products.

To start, they want to offer the following...

Pega Sales Coach™ uses AI to evaluate seller performance by analyzing distinct actions that a typical sales representative takes each day. Pega Sales...

Susan Kendall is the sales manager for North America. Susan has a new member on her team named Terry mason. Susan notices that Terry is...

Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™...

Your company has set a sales target of USD 1 million for Q1 2026. Sales management has decided to set a quota of USD100,000 for each of the sales...

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...

Chuck Keffler, who runs a construction company, is interested in security products. After nurturing the lead, sales representative Terry Mason feels...

Explore Pega's Constellation architecture and learn about building Views, debugging applications, and working directly with the DX API.

Note: This...

The first steps in implementing a Pega Sales Automation™ application typically involve a gap analysis. The outcome of the gap analysis often contains...

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...

Stakeholders want to display the Assistant name and Assistant phone fields to the professional details for a contact.

Use the following credentials...

Contextually relevant, real-time email suggestions from Pega GenAI™ can enhance efficiency and improve customer engagement, both when composing new...

Terry Mason is a Sales Representative at Acme Technologies. Each day, he begins his day by checking emails and spends a significant amount of time...

Price books enable your sales teams to set varied prices for the same product, tailored to different customers and scenarios. Seamless integration of...

The Pega GenAI Sales Assistant™ in Pega Sales Automation™ uses generative AI to proactively analyze an organization's entire sales pipeline status...

Acme Technologies wants to improve sales team productivity by configuring a Sales Assistant agent in Pega Sales Automation™. The agent will support...