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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.

What you'll learn

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

  • Create sales opportunities
  • Nurture leads and opportunities
  • Accelerate sales with Outlook integration
  • Sell smarter with intelligent guidance
  • Identify account opportunities
  • Predict quota attainment
  • Achieve better results with the Sales Coach
  • Manage the sales process from a mobile device

Course Outline

  1. Course introduction

    • Before you begin
  2. Pega Sales Automation overview

    • Show me Pega Sales Automation
    • Tell me about personas and portals
    • Let me explore the sample application
  3. Creating sales opportunities

    • Tell me about leads and opportunities
    • Show me how to create and convert 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. Accelerating sales with Outlook integration

    • Show me the Microsoft Outlook integration
    • Show me the Microsoft Exchange calendar integration
  6. Selling smarter with intelligent guidance

    • Tell me about sales processes and AI-powered insights
    • Show me guided selling
    • Let me qualify an opportunity
  7. Identifying account opportunities

    • Tell me about engagement maps
    • Show me how to display product penetration levels
    • Let me display an engagement map
  8. Predicting quota attainment

    • Tell me about forecast management
    • Let me adjust the forecast
  9. Achieving better results with the sales coach

    • Tell me about the AI-powered sales coach
    • Show me how to coach sales reps
    • Let me coach a sales rep
  10. 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
  11. Course summary

    • Before you leave

Choose Your Format

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  • Skill Level


  • Duration

    4 hours

  • Platform Version


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