Pega approach to Prepare

Discover how to prepare your team for your project and apply the Pega Express™ methodology to Pega Customer Service™. Learn how to a well conducted sales to delivery handoff and kickoff can help to ensure your project success.

Beginner

English

After completing this module, you should be able to:

Conduct an effective sales-to-delivery handoff.

Design an effective customer composite.

Describe the importance of customer verification.

Available in the following mission:

Pega Customer Service Implementation v4

Topics

Sales-to-delivery transition

20 mins

Best practices for designing the customer composite

10 mins

Customer verification

5 mins

Configuring customer verification for a service case

10 mins

Module Quiz

5 mins