Exploring the sales portals

Pega Sales Automation™ comes with three main application personas: sales representative, sales manager, and sales operations. Each persona has its own portal. 

This demonstration shows you how to explore and navigate the sales portals.

There are three main default application personas: sales representative, sales manager, and sales operations.

The sales portals provide a comprehensive workspace and are where the sales team perform their day-to-day activities.

The landing pages and features available depend on the persona, selling mode, and enabled features in the application. The selling mode can be business-to-business (B2B), business-to-customer (B2C), or a mix of the two.

Terry Mason, a sales representative, logs in to the portal.

The Home screen provides Terry with an overview of what is going on, which helps Terry prioritize his work.

The Sales Assistant provides intelligent guidance and assistance to sales representatives by using generative AI to recommend actions and personalized content. The feature analyzes emails, appointments, tasks, activities, opportunities, leads, and contacts to provide actionable insights that help you identify high-priority activities for each day.

Sales Automation includes two types of assistants: Home page assistant and Contextual Case assistants.

My worklist displays any work assigned to Terry.

Next best actions uses AI models to surface actionable insights helping the sales representative to prioritize work. For example, here, the AI models have concluded that Terry must follow up with stale opportunities and review new leads.

On the right, Pulse presents Terry with a personalized information feed and allows him to assess information related to customers and deals. Terry can see recent changes and collaboration between team members.

Filter the Pulse feed to make it more insightful.

The Dashboards display operational information about the application and key performance indicators.

You can personalize the dashboard with widgets that are relevant to your role to increase productivity.

Sales representatives can send Bulk emails to multiple contacts through predefined templates.

Business accounts represent the businesses that you are selling to in a business-to-business (B2B) model. It is possible to show and hide columns. The settings can be saved for the user across sessions.

Individual Accounts represent individual consumers purchasing products or services. They are designed for Business-to-Consumer (B2C) models and are created when a contact starts buying from your organization.

In the B2B model, Contacts are employees or are affiliated with the organization to which you are selling.

In the B2C model, Contacts are customers or prospects.

In the B2B model, Accounts is an extension of the organization, and in the B2C model, it is an extension of the contact.

The sales process begins with a lead. Leads are nurtured through interactions with the prospect. Opportunities are qualified leads. Opportunities are the basis of the sales pipeline, goal attainment, and sales forecast.

You can view opportunities by stage or as a list.

Forecast management improves the sales organization's ability to predict the sales cycle.

The Create menu allows you to add prospect and customer data to the application.

The sales manager portal looks very similar to the sales representative portal, but there are a few differences.

Susan Kendall, a sales manager logs in to the portal.

Sales managers manage sales teams by monitoring performance and collaborating with team members.

For the sales manager, the Sales manager dashboard focus on team metrics.

Many widgets have a My team option that allows the manager to see data for direct reports.

Sales operations support the sales team.

The sales operations portal has a few additional landing pages.

In Pega Sales Automation, you can work directly with Partners by granting them access to your application.

Territories are used to organize your sales organization into sales teams. Only sales operations can create new territories.

Sales operations can update Leads and Opportunities in bulk.

You have reached the end of this video. You learned:

• How to navigate through the sales portals.