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Pega Sales Automation Foundation

This course is for system architects who need to configure, describe, and demonstrate the Pega Sales Automation application.

In this course, students learn the basic Pega Sales Automation terminology and features as well as activities in Pega Sales Automation that are performed by a sales operator in a sales office.

Prerequisites

What you'll learn

By the end of this course, you will be able to successfully:

  • Define the sales environment
  • Perform sales activities
  • Build the sales organization
  • Manage customer information

Course Outline

  1. Course Introduction

    • Before you begin
  2. Exploring the Sales Environment

    • Creating sales opportunities
    • Defining the selling model
    • Performing sales activities
  3. Building the Sales Organization

    • Organizing business territories and teams
    • Adding operators
    • Working with partners
  4. Managing Customer Information

    • Working with customer contacts
    • Adding business organizations
    • Creating household groups
  5. Course Summary

    • Course summary

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    1 day

  • Platform Version

    7

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