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Pega Sales Automation Essentials

This course is for anyone who wants to learn how to create, set up, and customize a Pega Sales Automation™ application.

In this course, students learn about cases and data in a Pega Sales Automation™. Upon completion, students can create a Pega Sales Automation application, populate the application with data, configure and customize the application for the sales organization.

What you'll learn

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

  • Create your Pega Sales Automation application
  • Sell to businesses, individuals, and households
  • Bulk upload data to Pega Sales Automation
  • Organize your sales organization into territories
  • Add members to the sales team
  • Track your business with artificial intelligence (AI)-infused dashboards
  • Manage products
  • Identifying account opportunities
  • Motivate sales representatives to meet sales targets
  • Manage prospect and customer data
  • Customize the sales process
  • Manage the sales process from a mobile device
  • Customize the sales process
  • Create a Pega Sales Automation mobile app
  • Create a Sales Automation mobile app

Course Outline

  1. Course introduction

    • Before you begin
  2. Creating your Pega Sales Automation application

    • Tell me about the benefits of leveraging a Pega application
    • Tell me about the CRM application stack
    • Let me create a Pega Sales Automation application
  3. Selling to businesses, individuals, and households

    • Tell me about the selling mode
    • Tell me about selling to an individual
    • Tell me about selling to a household
    • Tell me about selling to another business
    • Let me set the selling mode
  4. Bulk upload data to Pega Sales Automation

    • Tell me about bulk import
    • Show me how to import data using the Data import wizard
    • Tell me about common import scenarios
    • Let me import data
  5. Organizing your sales organization into sales teams

    • Show me how to use and create territories
    • Let me create a business territory
  6. Adding members to the sales team

    • Tell me about operators
    • Show me how to add and update operators
    • Let me add operators to an application
  7. Tracking your business with AI-infused dashboards

    • Tell me about dashboard widgets
    • Show me how to personalize a dashboard
    • Let me personalize the manager dashboard
  8. Managing products

    • Tell me about the product hierarchy
    • Show me how to add products to an application
    • Let me add products to an application
  9. Identifying account opportunities

    • Show me how to visualize product penetration levels
    • Let me display and override an Engagement map
  10. Motivating sales representatives to meet sales targets

    • Show me how to create and track sales goals
    • Let me create a sales goal
  11. Managing prospect and customer data

    • Tell me about prospect and customer data
    • Let me create an organization
    • Let me create a household
  12. Customizing the sales process

    • Tell me about typical customizations
    • Let me add a process to the opportunity case
    • Let me add fields to the contact form
  13. Managing the sales process from a mobile device

    • Show me Pega Sales Automation mobile capabilities
    • Let me run Pega Sales Automation on my mobile device
  14. Course summary

    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    1 day

  • Platform Version

    8

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