Mission
Pega Sales Automation Foundation
9 Modules
4 Challenges
3 hrs 52 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.
Available in the following mission:
Sales portals overview
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Module
Sales portals overview
1 Topic
15 mins
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Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...
Exploring the sample application
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Challenge
Exploring the sample application
2 Tasks
10 mins
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You have just joined Pega and want to familiarize yourself with Pega Sales Automation™ by exploring the Pega Sales Automation sample application.
The...
Creating sales opportunities
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Module
Creating sales opportunities
2 Topics
20 mins
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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...
Converting a lead to an opportunity
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Challenge
Converting a lead to an opportunity
1 Task
10 mins
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Terry Mason receives a call from John Brown. John wants to install Interlogix Image Sensors for his small business. Terry is scheduled to have a...
Nurturing leads and opportunities
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Module
Nurturing leads and opportunities
5 Topics
40 mins
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Sales representatives nurture leads and opportunities to win sales. In this module, you learn how to capture customer interactions and how the...
Creating activities and tasks
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Challenge
Creating activities and tasks
2 Tasks
10 mins
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Sales representative Terry Mason has been working on an opportunity for John Thomas. John just called Terry and requested additional information that...
Intelligent guided sales
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Module
Intelligent guided sales
2 Topics
15 mins
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Pega Sales Automation™ provides configurable sales processes tailored to your customers and products. This guidance, reinforced by artificial...
Qualifying an opportunity
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Challenge
Qualifying an opportunity
4 Tasks
10 mins
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Terry Mason has a face-to-face meeting with John Brown from Acme Technologies Corp.
During the meeting, Terry learns that today is John's birthday...
Managing the sales forecast
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Module
Managing the sales forecast
1 Topic
15 mins
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Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast...
Setting up Pega GenAI Sales Simulator
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Module
Setting up Pega GenAI Sales Simulator
2 Topics
20 mins
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The AI-powered Sales Simulator feature in Pega Sales Automation™ helps sales representatives improve conversation quality and effectiveness through...
Outlook and Webex integration
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Module
Outlook and Webex integration
3 Topics
17 mins
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The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...
Connecting to Pega Customer Decision Hub
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Module
Connecting to Pega Customer Decision Hub
2 Topics
15 mins
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Pega Customer Decision Hub™ uses decision management and analytics to determine the right action for every customer. Explore how Pega Sales Automation...
Connecting to Microsoft Teams Chat
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Module
Connecting to Microsoft Teams Chat
1 Topic
15 mins
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Connect to Microsoft Teams to use the Teams chat features directly from accounts, contacts, and opportunities in Pega Sales Automation™. This...
