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Sales Automation

Course

Pega Sales Automation Foundation

In this course, participants will learn the basic terminology that is used, and activities that are performed by a sales operator in a sales office, and also learn and use...

Module

Building and Populating Pega Sales Automation Applications

In this module, participants will begin with a new Pega Sales Automation installation. Exercises give you an opportunity to use the New Application wizard to create a new application implementation...

Module

Exploring the Sales Environment for Pega Sales Automation

In this module, you will get familiar with Pega Sales Automation. You will first watch videos that provide sample scenarios and discuss the activities that occur during the sales cycle....

Module

Customizing Stages and Steps for Pega Sales Automation

In this module, participants will explore the Pega Sales Automation Opportunity case and how opportunities are managed. Exercises give you an opportunity to add steps to stages in the Opportunity...

Module

Building the Pega Sales Automation sales organization

Pega Sales Automation leverages business process management to automate the sales cycle. Flexible process management and layered architecture allow you to easily customize the application to fit your company's sales...

Course

Implementing Pega Sales Automation

The Implementing Pega Sales Automation training provides students with the knowledge and skills needed to create and populate a Pega Sales Automation implementation, create and order the opportunity case steps,...

Module

Managing customer information in Pega Sales Automation

Pega Sales Automation leverages case management to automate the sales cycle. Flexible process management and layered architecture allow you to easily customize the application to fit your company's sales process....

Module

Setting Up Sales Team Tools for Pega Sales Automation

In this module, participants learn how to set up the product hierarchy, display engagement maps to report product penetration in each territory, and configure forecasts and sales goals for sales...

Module

Configuring the User Interface for Pega Sales Automation

In this module, students learn how to customize the Pega Sales Automation dashboard using widgets and reports and how to access Pega Sales Automation on mobile devices using the Pega...

Course

Implementing Pega Sales Automation (714)

In this course, participants will learn the basic terminology that is used, and activities that occur in a sales office. Participants will learn how to populate a Sales Automation Implementation...