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Implementing Pega Sales Automation

This course is intended for Certified System Architects.

In this course, students learn about cases and data used in a Pega Sales Automation implementation. Students are introduced to the types of application customizations requested by customers during the gap analysis. Upon completion, students can create a new Sales Automation application, populate the application with data, customize the opportunity case steps and forms, create sales goals and manage the forecast, customize the Sales Automation dashboard, and create a mobile app.

Prerequisites

What you'll learn

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

  • Create a Sales Automation application
  • Import application data
  • Perform gap analysis customizations
  • Work with product data
  • Work with engagement maps
  • Create sales goals
  • Manage forecasts
  • Customize the dashboard
  • Create a Sales Automation mobile application

Course Outline

  1. Course Introduction

    • Before you begin
  2. Building and Populating the Application

    • Building the Sales Automation application
    • Importing Sales Automation data
  3. Customizing Stages and Steps

    • Adding steps to the Opportunity case
    • Performing gap analysis customizations
  4. Setting Up Sales Team Tools

    • Creating sales goals
    • Managing the forecast
    • Working with engagement maps
    • Working with products
  5. Configuring the User Interface

    • Customizing the Sales Automation dashboard
    • Show me how to create a Sales Automation mobile app
  6. Course Summary

    • Course summary for Implementing Pega Sales Automation

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    1 day

  • Platform Version

    7.x

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