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Mission

Pega Sales Automation Foundation

6 Modules

5 Challenges

2 hrs 25 mins

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.

Beginner Pega Sales Automation 8.4
This Mission has been updated. Click here to continue your progress on the latest version.
  • Module

    Sales portals overview

    1 Topic

    15 mins

  • Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...

  • Challenge

    Exploring the sample application

    2 Tasks

    10 mins

  • You have just joined Pega and want to familiarize yourself with Pega Sales Automation™ by exploring the Pega Sales Automation sample application.

    T...

  • Module

    Creating sales opportunities

    2 Topics

    15 mins

  • The sales process begins with a lead. When a lead qualifies as viable, it is converted to an opportunity. In this lesson, you learn how Pega Sales...

  • Challenge

    Converting a lead to an opportunity

    2 Tasks

    10 mins

  • Terry Mason receives a call from Bob Smith at Nexus Energy. Bob is interested in a smoke detection system. Terry schedules a face-to-face meeting with...

  • Module

    Nurturing leads and opportunities

    2 Topics

    15 mins

  • Sales representatives nurture leads and opportunities in an effort to win sales. In this lesson, you will learn how sales representatives use...

  • Challenge

    Creating activities and tasks

    3 Tasks

    10 mins

  • Sales representative Terry Mason has been working on an opportunity for Ian Thomas. Ian just called Terry and requested additional information that...

  • Module

    Intelligent guided sales

    2 Topics

    15 mins

  • Pega Sales Automation™ provides configurable sales processes tailored to your customers and products. This guidance, reinforced by artificial...

  • Challenge

    Qualifying an opportunity

    5 Tasks

    10 mins

  • Terry has a face-to-face meeting with Laurel Reitler from APW Technologies Corp. regarding carbon monoxide detectors. After the meeting, Terry feels...

  • Module

    Managing the sales forecast

    1 Topic

    15 mins

  • Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast...

  • Challenge

    Adjusting the forecast

    3 Tasks

    10 mins

  • While Terry Mason, a sales representative, is reviewing the forecast, he sees the Window Sensor System for Forest Gas in Q3 of 2019. Terry has heard a...

  • Module

    Outlook calendar and email integration

    1 Topic

    10 mins

  • The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...

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