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Mission

Sales Automation Low-Code Developer

2 Missions

11 Modules

11 Challenges

19 hrs 52 mins

Visible to: All users
Beginner
Pega Sales Automation '24.2
Constellation
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.

Pega Sales Automation Foundation

  • Mission

    Pega Sales Automation Foundation

    6 Modules

    4 Challenges

    2 hrs 42 mins

  • 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

  • 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

    4 Topics

    30 mins

  • A territory defines the hierarchical structure used to organize your sales team into groups. You can create and edit territories, assign operators to...

Creating business territories

  • Challenge

    Creating business territories

    2 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...

Adding users to the sales team

  • Module

    Adding users to the sales team

    2 Topics

    15 mins

  • A user of Pega Sales Automation™ has an user profile that defines roles and data access. In this module, you will learn how to manage users in your...

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

    1 Task

    10 mins

  • The sales representatives want to see the Leads by source widget instead of the Customer sentiment analysis on the dashboard. As a member of the sales...

Managing leads

  • Module

    Managing leads

    2 Topics

    15 mins

  • Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to automatically assign leads with lead...

Routing leads

  • Challenge

    Routing leads

    2 Tasks

    10 mins

  • Your company wants to optimize lead management by distributing incoming business-to-business (B2B) leads among sales representatives based on the...

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 how to create a product hierarchy to store products and how to...

Adding products to your application

  • Challenge

    Adding products to your application

    1 Task

    10 mins

  • Your organization has decided to expand their business product offerings by adding Virtual Private Network (VPN) systems.

    To start, they want to...

Achieving better results with Pega Sales Coach

  • Module

    Achieving better results with Pega Sales Coach

    1 Topic

    10 mins

  • 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

  • Challenge

    Coaching a sales representative

    3 Tasks

    10 mins

  • Sophia Anderson is the sales manager for North America. Sophia has a new member on her team named Noah Smith. Sophia notices that Noah is...

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

    2 Tasks

    10 mins

  • Your company has set a sales target of USD 1 million for Q1 2025. Sales management has decided to set a quota of USD100,000 for each of the sales...

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

    3 Tasks

    5 mins

  • Noah Smith is working on an opportunity for Sara Connor. Noah just learned that Sara married Luke Patel and took her spouse's last name. Sara and Luke...

Creating a business account

  • Challenge

    Creating a business account

    1 Task

    5 mins

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

Constellation Adoption

  • Mission

    Constellation Adoption

    5 Modules

    11 Challenges

    12 hrs 10 mins

  • Explore Pega's Constellation architecture and learn about building Views, debugging applications, and working directly with the DX API.

    Note: This...

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

    2 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

    1 Task

    15 mins

  • Stakeholders want to display the Assistant name and Assistant phone fields To the professional details for a contact.

    Use the following credentials...

mission badge: Sales Automation Low-code Developer

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