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Accelerating revenue through channel partners
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Module
Accelerating revenue through channel partners
3 Topics
20 mins
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Organizations are turning to the power of Partner Relationship Management (PRM) to accelerate indirect revenue. PRM provides visibility and...
Achieving better results with Pega Sales Coach
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Module
Achieving better results with Pega Sales Coach
1 Topic
10 mins
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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...
Adding users to the sales team
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Module
Adding users to the sales team
2 Topics
15 mins
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A user of Pega Sales Automation™ has an operator record that defines roles, territory affiliation, and data access. The user can be a member of your...
Bulk upload data to Pega Sales Automation
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Module
Bulk upload data to Pega Sales Automation
3 Topics
20 mins
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The Data Import wizard allows you to add or update data records by uploading CSV files. This bulk upload process helps you to import data from a...
Creating sales opportunities
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Module
Creating sales opportunities
2 Topics
15 mins
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The sales process begins with a lead. When a lead qualifies as viable, it is converted to an opportunity. In this lesson, you learn how Pega Sales...
Creating your Pega Sales Automation application
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Module
Creating your Pega Sales Automation application
3 Topics
20 mins
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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...
Customizing the sales process
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Module
Customizing the sales process
1 Topic
10 mins
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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...
Identifying account opportunities
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Module
Identifying account opportunities
1 Topic
10 mins
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Engagement maps are planning tools that allow sales managers and sales representatives to identify sales opportunities by visualizing product...
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 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...