Mission
Pega Sales Automation Foundation
6 Modules
5 Challenges
2 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.
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
15 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
2 Tasks
10 mins
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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...
Nurturing leads and opportunities
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Module
Nurturing leads and opportunities
5 Topics
30 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 Ian Thomas. Ian 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 has a face-to-face meeting with Laurel Reitler from APW Technologies Corp. regarding carbon monoxide detectors.
During the meeting, Terry...
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...
Adjusting the forecast
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Challenge
Adjusting the forecast
3 Tasks
10 mins
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While Terry Mason, a sales representative, is reviewing the forecast, he sees the opportunity Smoke Detection Systems for Forest Gas in Q1 of 2022...
Outlook and Webex integration
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Module
Outlook and Webex integration
2 Topics
12 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...
