Nurturing leads and opportunities

Sales representatives nurture leads and opportunities to win sales. In this module, you learn how to capture customer interactions and how the relationship intelligence, meeting preparation, and Voice AI features help sales representatives be successful when interacting with a prospect or customer.

Beginner

Constellation

English

After completing this module, you should be able to:

Create sales activities and tasks

Leverage relationship intelligence

Use the prepare for a meeting feature

Capture interactions with prospects and customers

Describe Voice AI for Pega Sales Automation

Available in the following mission:

Pega Sales Automation Foundation v11

Topics

Sales activities and tasks

5 mins

Relationship intelligence

5 mins

Gen AI-based Prepare for meeting

10 mins

Capturing interactions with prospects and customers

10 mins

Voice AI for Pega Sales Automation

5 mins

Module Quiz

5 mins