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Nurturing leads and opportunities
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Module
Nurturing leads and opportunities
5 Topics
30 mins
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Sales representatives nurture leads and opportunities to win sales. In this module, you learn how to capture customer interactions and how the...
Offline projects explained
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Module
Offline projects explained
4 Topics
45 mins
Pega Mobile Client -
Before you begin any offline-related project with Pega Mobile Client™, learn how offline-enabled applications represent a significant paradigm shift...
One-to-one customer engagement
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Module
One-to-one customer engagement
4 Topics
30 mins
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Familiarize yourself with the one-to-one customer engagement paradigm. Learn about the business problems Pega Customer Decision Hub™ can solve and...
Optimizing 1:1 customer engagement overview
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Module
Optimizing 1:1 customer engagement overview
1 Topic
15 mins
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Familiarize yourself with the various simulations used in one-to-one customer engagement to understand the effect of business change and analyze the...
Optimizing AI in the NBA Framework
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Module
Optimizing AI in the NBA Framework
2 Topics
30 mins
Pega Customer Decision Hub 8.7 -
Learn how to improve the predictive power of your adaptive models by configuring additional potential predictors. Input fields that are not directly...
Optimizing your next-best-action strategy
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Module
Optimizing your next-best-action strategy
3 Topics
30 mins
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Learn how to check the health of Pega Customer Decision Hub™ and improve the effectiveness of your next best actions.
Impact Analyzer, Scenario...
Organization of work for robots
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Module
Organization of work for robots
6 Topics
55 mins
Pega Robot Manager 8.8 -
Administrators must manage robots and assignment types in Robot Manager to ensure the robotic workforce processes work efficiently. Learn how to use...
Organizing your sales organization into territories
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Module
Organizing your sales organization into territories
4 Topics
30 mins
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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...
Out-of-the-box configurations
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Module
Out-of-the-box configurations
7 Topics
49 mins
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Robotic System Architects find that clients typically request similar user tasks and processes to develop on projects — for example, automatically...
Outlook and Webex integration
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Module
Outlook and Webex integration
2 Topics
12 mins
Pega Sales Automation 8.7 -
The Pega Sales Automation™ Outlook add-in leverages the Pega Intelligent Virtual Assistant (IVA), which uses sentiment analysis and natural language...