ミッション
Pega Sales Automation Foundation
7 モジュール
4 チャレンジ
3 時間 2 分
Pega Sales Automation™ shifts the paradigm of sales and sales coaching from reactive to proactive, and from instinct-driven to insight-driven. The built-in artificial intelligence (AI) capabilities identify the best leads, opportunities, and personalized Next-Best-Actions for each sales representative in real-time, empowering them to sell smarter, bust quotas, and streamline their sales process.
このモジュールは、下記のミッションにも含まれています。
Sales portals overview
-
モジュール
Sales portals overview
1 トピック
15 分
-
Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...
Exploring the sample application
-
チャレンジ
Exploring the sample application
2 タスク
10 分
-
You have just joined Pega and want to familiarize yourself with Pega Sales Automation™ by exploring the Pega Sales Automation sample application.
The...
Creating sales opportunities
-
モジュール
Creating sales opportunities
2 トピック
15 分
-
The sales process begins with a lead. When a lead qualifies as viable, it is converted to an opportunity. In this lesson, you learn how Pega Sales...
Converting a lead to an opportunity
-
チャレンジ
Converting a lead to an opportunity
2 タスク
10 分
-
Noah Smith receives a call from Ian Thomas. Ian wants to install a Voice over IP (VoIP) system for his small business. Noah schedules a meeting with...
Nurturing leads and opportunities
-
モジュール
Nurturing leads and opportunities
5 トピック
30 分
-
Sales representatives nurture leads and opportunities to win sales. In this module, you learn how to capture customer interactions and how the...
Creating activities and tasks
-
チャレンジ
Creating activities and tasks
2 タスク
10 分
-
Sales representative Noah Smith has been working on an opportunity for Ian Thomas. Ian just called Noah and requested additional information that...
Intelligent guided sales
-
モジュール
Intelligent guided sales
2 トピック
15 分
-
Pega Sales Automation™ provides configurable sales processes tailored to your customers and products. This guidance, reinforced by artificial...
Qualifying an opportunity
-
チャレンジ
Qualifying an opportunity
3 タスク
10 分
-
Noah has a face-to-face meeting with Ian Thomas from Acme Technologies Corp.
During the meeting, Noah learns that today is Ian's birthday (born in...
Managing the sales forecast
-
モジュール
Managing the sales forecast
1 トピック
15 分
-
Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast...
Outlook and Webex integration
-
モジュール
Outlook and Webex integration
3 トピック
17 分
-
The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...
Connecting to Pega Customer Decision Hub
-
モジュール
Connecting to Pega Customer Decision Hub
2 トピック
15 分
-
Pega Customer Decision Hub™ uses decision management and analytics to determine the right action for every customer. Explore how Pega Sales Automation...
