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Mission

Sales Automation Low-Code Developer

12 Modules

13 Challenges

5 hrs 20 mins

Visible to all users
Beginner Pega Sales Automation 8.5 English

In this mission, you learn about cases and data in a Pega Sales Automation™. Upon completion, you can create a Pega Sales Automation application, populate the application with data, configure and customize the application for your sales organization.

Creating your Pega Sales Automation application

  • Module

    Creating your Pega Sales Automation application

    3 Topics

    20 mins

  • The first step of implementing a Pega Sales Automation™ solution is to create your application. In this module, you learn how to use the New...

Selling to businesses, individuals, and households

  • Module

    Selling to businesses, individuals, and households

    4 Topics

    25 mins

  • Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...

Setting the selling mode

  • Challenge

    Setting the selling mode

    3 Tasks

    10 mins

  • Your business is currently selling to both consumers and businesses. The selling mode of the application is set to mixed mode. Going forward you are...

Organizing your sales organization into territories

  • Module

    Organizing your sales organization into territories

    1 Topic

    10 mins

  • Territories define the hierarchical structure used to organize the sales organization into sales teams. Leads, opportunities, organizations, and...

Creating business territories

  • Challenge

    Creating business territories

    3 Tasks

    10 mins

  • Your business is opening a new branch in Australia. An Australian territory needs to be added, and local business territories need to be created using...

Bulk upload data to Pega Sales Automation

  • Module

    Bulk upload data to Pega Sales Automation

    3 Topics

    20 mins

  • The Data Import wizard allows you to add or update data records by uploading CSV files. This bulk upload process helps you to import data from a...

Importing sales data

  • Challenge

    Importing sales data

    2 Tasks

    10 mins

  • You have been given a .csv file containing users that need to be added or updated in the application. The .csv file aligns to the Pega Sales...

Adding members to the sales team

  • Module

    Adding members to the sales team

    2 Topics

    15 mins

  • A user of Pega Sales Automation™ has an operator record that defines roles, territory affiliation, and data access. The user can be a member of your...

Adding operators to Sales Automation

  • Challenge

    Adding operators to Sales Automation

    2 Tasks

    10 mins

  • As new sales representatives join Sarah Kendall’s team, they should all have full access to their primary territory and read access to the parent...

Tracking your business with AI-infused dashboards

  • Module

    Tracking your business with AI-infused dashboards

    2 Topics

    15 mins

  • Pega Sales Automation™ provides default dashboards for each of the personas: sales representative, sales managers, and sales operations. In this...

Personalizing default sales dashboards

  • Challenge

    Personalizing default sales dashboards

    2 Tasks

    10 mins

  • The sales representatives want to see the contacts list instead of quarterly sales comparison on the dashboard. As a member of the sales operations...

Managing products

  • Module

    Managing products

    2 Topics

    15 mins

  • Products are what you sell; they can be goods or services. In this lesson, you learn about the product hierarchy used to store products and how to...

Adding products to your application

  • Challenge

    Adding products to your application

    3 Tasks

    10 mins

  • Your organization has decided to expand their home security offerings by adding alarm systems.

    To start, they want to offer the below home alarm...

Motivating sales representatives to meet sales targets

  • Module

    Motivating sales representatives to meet sales targets

    1 Topic

    10 mins

  • Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™...

Creating sales goals

  • Challenge

    Creating sales goals

    3 Tasks

    10 mins

  • Your company has set a sales target of 1 million USD for Q1 2022. Sales management has decided to set a quota of 100000 USD for each of the sales...

Identifying account opportunities

  • Module

    Identifying account opportunities

    1 Topic

    10 mins

  • Engagement maps are planning tools that allow sales managers and sales representatives to identify sales opportunities by visualizing product...

Displaying and overriding an engagement map

  • Challenge

    Displaying and overriding an engagement map

    1 Task

    5 mins

  • Sales representative Terry Mason is currently working on several opportunities with Forest Gas Corp. Terry just learned that a competitor sold video...

Managing prospect and customer data

  • Module

    Managing prospect and customer data

    1 Topic

    10 mins

  • The structure of the prospect and customer data depend on if you use the business-to -business model (B2B) to sell to a business or if you use the...

Creating a household

  • Challenge

    Creating a household

    4 Tasks

    5 mins

  • Terry Mason is working on an opportunity for Sara Connor. Terry just learned that Sara married Luke Patel and took her spouse’s last name. Sara and...

Creating an organization

  • Challenge

    Creating an organization

    2 Tasks

    5 mins

  • Chuck Keffler, who runs a construction company, is interested in security products. After nurturing the lead, sales representative Terry Mason feels...

Customizing the sales process

  • Module

    Customizing the sales process

    1 Topic

    10 mins

  • The first steps in implementing a Pega Sales Automation™ application typically involve a gap analysis. The outcome of the gap analysis often contains...

Adding a process to the opportunity case

  • Challenge

    Adding a process to the opportunity case

    3 Tasks

    20 mins

  • You are asked to make a change to the sales process listed as part of the gap analysis results. The proposal stage requires an executive visit after...

Adding fields to the contact form

  • Challenge

    Adding fields to the contact form

    2 Tasks

    15 mins

  • While reviewing the Contact screen with stakeholders, it is agreed that the screen needs slight modifications. Currently, the screen looks like the...

Accelerating revenue through channel partners

  • Module

    Accelerating revenue through channel partners

    3 Topics

    20 mins

  • Organizations are turning to the power of Partner Relationship Management (PRM) to accelerate indirect revenue. PRM provides visibility and...

Setting up a partner community

  • Challenge

    Setting up a partner community

    4 Tasks

    10 mins

  • Joel King, a channel manager, wants to create a Q&A community for the partners he manages. Joel want to control who has access to the Q&A community.

    ...
Sales Automation Low-code Developer

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