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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, and create a branded mobile app.

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
  • Managing products
  • Motivate sales representatives to meet sales targets
  • Manage prospect and customer data
  • 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 model
    • 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 the Data import wizard
    • Tell me about the entity relationships
    • Let me import data
  5. Organizing your sales organization into territories

    • Tell me about territories
    • Show me how to create business territories
  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. Motivating sales representatives to meet sales targets

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

    • Tell me about organizations, contacts, and households
    • Let me create a household
  11. 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
  12. Creating a Pega Sales Automation mobile app

    • Tell me about the Pega Sales Automation mobile app
    • Show me how to create a Sales Automation mobile app
  13. 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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