Mission
Sales Automation Low-Code Developer
1 Mission
14 Modules
17 Challenges
9 hrs 22 mins
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.
Pega Sales Automation Foundation
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Mission
Pega Sales Automation Foundation
6 Modules
5 Challenges
2 hrs 52 mins
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Pega Sales Automation™ shifts the paradigm of sales and sales coaching from reactive to proactive, and from instinct-driven to insight-driven. The...
Creating your Pega Sales Automation application
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Module
Creating your Pega Sales Automation application
3 Topics
20 mins
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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
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Module
Selling to businesses, individuals, and households
4 Topics
25 mins
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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
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Challenge
Setting the selling mode
3 Tasks
10 mins
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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
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Module
Organizing your sales organization into territories
1 Topic
10 mins
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Territories define the hierarchical structure used to organize the sales organization. Leads, opportunities, organizations, and accounts are all...
Creating business territories
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Challenge
Creating business territories
2 Tasks
10 mins
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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
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Module
Bulk upload data to Pega Sales Automation
3 Topics
20 mins
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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
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Challenge
Importing sales data
2 Tasks
10 mins
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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 users to the sales team
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Module
Adding users to the sales team
2 Topics
15 mins
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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
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Challenge
Adding operators to Sales Automation
2 Tasks
10 mins
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As new sales representatives join Sarah Kendall's team, they should have default operator access. Sue Smith is joining Sara's team, working in the...
Tracking your business with AI-infused dashboards
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Module
Tracking your business with AI-infused dashboards
2 Topics
15 mins
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Pega Sales Automation™ provides default dashboards for each of the personas: sales representative, sales managers, and sales operations. In this...
Personalizing default sales dashboards
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Challenge
Personalizing default sales dashboards
1 Task
10 mins
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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 leads
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Module
Managing leads
3 Topics
20 mins
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Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to create a structured lead management...
Creating a sales cadence
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Challenge
Creating a sales cadence
2 Tasks
10 mins
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Your company wants to optimize sales representative productivity by creating sales cadences based on best practices. You have been tasked with...
Routing leads
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Challenge
Routing leads
2 Tasks
10 mins
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Your company wants to optimize lead management by distributing incoming business-to-business (B2B) leads among sales representatives based on the...
Managing products
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Module
Managing products
2 Topics
15 mins
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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
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Challenge
Adding products to your application
2 Tasks
10 mins
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Your organization has decided to expand their home security offerings by adding alarm systems.
To start, they want to offer the below home alarm...
Achieving better results with Pega Sales Coach
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Module
Achieving better results with Pega Sales Coach
1 Topic
10 mins
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Pega Sales Coach™ uses AI to evaluate seller performance by analyzing distinct actions that a typical sales representative takes each day. Pega Sales...
Coaching a sales representative
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Challenge
Coaching a sales representative
3 Tasks
10 mins
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Susan Kendall is the sales manager for North America. Susan has a new member on her team named Jeff Green. Susan notices that Jeff is underperforming...
Motivating sales representatives to meet sales targets
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Module
Motivating sales representatives to meet sales targets
1 Topic
10 mins
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Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™...
Creating sales goals
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Challenge
Creating sales goals
2 Tasks
10 mins
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Your company has set a sales target of USD 1 million for Q1 2024. Sales management has decided to set a quota of USD100,000 for each of the sales...
Identifying account opportunities
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Module
Identifying account opportunities
1 Topic
10 mins
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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
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Challenge
Displaying and overriding an engagement map
1 Task
5 mins
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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
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Module
Managing prospect and customer data
1 Topic
10 mins
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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
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Challenge
Creating a household
3 Tasks
5 mins
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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
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Challenge
Creating an organization
1 Task
5 mins
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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
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Module
Customizing the sales process
1 Topic
10 mins
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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
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Challenge
Adding a process to the opportunity case
2 Tasks
20 mins
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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
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Challenge
Adding fields to the contact form
1 Task
15 mins
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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
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Module
Accelerating revenue through channel partners
3 Topics
20 mins
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Organizations are turning to the power of Partner Relationship Management (PRM) to accelerate indirect revenue. PRM provides visibility and...
Onboarding a partner
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Challenge
Onboarding a partner
4 Tasks
10 mins
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Joel King, a channel manager, has been assigned a new partner called Fluxystems, which he wants to onboard. To start, Fluxystems has only one partner...
Setting up a partner community
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Challenge
Setting up a partner community
4 Tasks
10 mins
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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.
...