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Pega Sales Automation Foundation

This course is for anyone who wants to learn about Pega Sales Automation™.

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.


  • None

What you'll learn

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

  • Explore the sales portals
  • Create sales opportunities
  • Nurture leads and opportunities
  • Sell smarter with intelligent guidance
  • Manage the sales forecast
  • Achieve better results with Pega Sales Coach
  • Accelerate sales with Outlook integration

Course Outline

  1. Course introduction

    • Before you begin
  2. Exploring the sales portals

    • Show me the sales portals
    • Let me explore the sample application
  3. Creating sales opportunities

    • Tell me about leads and opportunities
    • Show me how to work with leads
    • Let me convert a lead to an opportunity
  4. Nurturing leads and opportunities

    • Tell me about sales activities and tasks
    • Show me how to capture customer interactions
    • Let me create an activity and a task
  5. Selling smarter with intelligent guidance

    • Show me guided selling and AI-powered insights
    • Tell me about next best action use cases
    • Let me qualify an opportunity
  6. Managing the sales forecast

    • Show me how to manage the forecast
    • Let me adjust the forecast
  7. Achieving better results with Pega Sales Coach

    • Tell me about the AI-powered Pega Sales Coach
    • Show me how to coach sales representatives
    • Let me coach a sales representative
  8. Accelerating sales with Outlook integration

    • Show me the Outlook add-in
  9. Accelerate lead qualification with the Sales Chatbot

    • Show me the Sales Chatbot
  10. Course summary

    • Before you leave

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level


  • Duration

    4 hours

  • Platform Version


Have you completed this course?

Recommended next step:

Pega Sales Automation Essentials
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