Mission
Sales Automation Low-Code Developer
2 Missões
14 Módulos
15 Desafios
21 h 37 min
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
7 Módulos
4 Desafios
3 h 2 min
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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
4 Tópicos
25 min
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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 Tópicos
25 min
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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 Tarefas
10 min
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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
4 Tópicos
30 min
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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
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Challenge
Creating business territories
2 Tarefas
10 min
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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...
Adding users to the sales team
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Module
Adding users to the sales team
2 Tópicos
15 min
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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
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Module
Tracking your business with AI-infused dashboards
2 Tópicos
15 min
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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 Tarefa
10 min
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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...
Building a sales dashboard with insights
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Challenge
Building a sales dashboard with insights
3 Tarefas
5 min
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Acme Technologies wants to track the progress of sales opportunities to enhance sales performance, accurately forecast revenue, and optimize the sales...
Managing leads
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Module
Managing leads
2 Tópicos
15 min
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Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to automatically assign leads with lead...
Routing leads
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Challenge
Routing leads
2 Tarefas
10 min
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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 Tópicos
15 min
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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
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Challenge
Adding products to your application
1 Tarefa
10 min
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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
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Module
Achieving better results with Pega Sales Coach
1 Tópico
10 min
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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 Tarefas
10 min
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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
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Module
Motivating sales representatives to meet sales targets
1 Tópico
10 min
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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 Tarefas
10 min
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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
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Module
Managing prospect and customer data
1 Tópico
10 min
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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 Tarefas
5 min
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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
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Challenge
Creating a business account
1 Tarefa
5 min
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Chuck Keffler, who runs a construction company, is interested in security products. After nurturing the lead, sales representative Benjamin Miller...
Constellation Adoption
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Mission
Constellation Adoption
5 Módulos
11 Desafios
12 h 10 min
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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
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Module
Customizing the sales process
1 Tópico
10 min
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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 Tarefas
20 min
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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 Tarefa
15 min
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Stakeholders want to display the Assistant name and Assistant phone fields To the professional details for a contact.
Use the following credentials...
Using Pega GenAI Suggested Emails
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Module
Using Pega GenAI Suggested Emails
3 Tópicos
20 min
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Contextually relevant, real-time email suggestions from Pega GenAI™ can enhance efficiency and improve customer engagement, both when composing new...
Generating suggested email templates with Pega GenAI prompts
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Challenge
Generating suggested email templates with Pega GenAI prompts
1 Tarefa
5 min
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Noah Smith is a Sales Representative at Acme Technologies. Each day, he begins his day by checking emails and spends a significant amount of time...
Setting up Pega GenAI Coach
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Module
Setting up Pega GenAI Coach
2 Tópicos
15 min
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Pega Sales Automation™ revolutionizes sales success to make every seller the best seller with the help of Pega GenAI™ Coach. Pega GenAI Coach provides...
Creating Pega GenAI Opportunity Landing Page Coach
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Challenge
Creating Pega GenAI Opportunity Landing Page Coach
5 Tarefas
10 min
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Acme Technologies uses Pega GenAI Coach™ to enhance their sales team's efficiency. The company wants to create an Opportunity Landing Page Coach that...
Creating and managing price books
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Module
Creating and managing price books
2 Tópicos
15 min
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Price books enable your sales teams to set varied prices for the same product, tailored to different customers and scenarios. Seamless integration of...
Creating and adding a custom price book to an opportunity
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Challenge
Creating and adding a custom price book to an opportunity
2 Tarefas
10 min
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InnovateTech Solutions plans to offer a comprehensive selection of products and services designed to deliver a top-tier entertainment experience...
