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Intelligent guided sales

Managing leads

  • Module

    Managing leads

    3 Topics

    20 mins

    Visible to: All users
  • Pega Sales Automation™ provides numerous features to manage leads intelligently. In this module, you learn how to create a structured lead management...

Managing products

  • Module

    Managing products

    2 Topics

    15 mins

    Visible to: All users
  • 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

  • Module

    Managing prospect and customer data

    1 Topic

    10 mins

    Visible to: All users
  • 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

Motivating sales representatives to meet sales targets

  • Module

    Motivating sales representatives to meet sales targets

    1 Topic

    10 mins

    Visible to: All users
  • Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™...

Nurturing leads and opportunities

Organizing your sales organization into territories

Sales portals overview

  • Module

    Sales portals overview

    1 Topic

    15 mins

    Visible to: All users
  • 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

  • Module

    Selling to businesses, individuals, and households

    4 Topics

    25 mins

    Visible to: All users
  • Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to...

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