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Intelligent guided sales
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Module
Intelligent guided sales
2 Topics
15 mins
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Pega Sales Automation™ provides configurable sales processes tailored to your customers and products. This guidance, reinforced by artificial...
Managing leads
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Module
Managing leads
3 Topics
20 mins
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Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to create a structured lead management...
Managing products
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Module
Managing products
2 Topics
15 mins
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Products are what you sell; they can be goods or services. In this lesson, you learn about the product hierarchy used to store products and how to...
Managing prospect and customer data
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Module
Managing prospect and customer data
1 Topic
10 mins
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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...
Managing the sales forecast
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Module
Managing the sales forecast
1 Topic
15 mins
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Sales forecasts allow your organization to provide a realistic prediction of how much business you expect to close in a given period. Forecast...
Motivating sales representatives to meet sales targets
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Module
Motivating sales representatives to meet sales targets
1 Topic
10 mins
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Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™...
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...
Organizing your sales organization into territories
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Module
Organizing your sales organization into territories
1 Topic
10 mins
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Territories define the hierarchical structure used to organize the sales organization. Leads, opportunities, organizations, and accounts are all...
Sales portals overview
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Module
Sales portals overview
1 Topic
15 mins
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Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own...
Selling to businesses, individuals, and households
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Module
Selling to businesses, individuals, and households
4 Topics
25 mins
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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...