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Sales Automation

Module

Integrating Pega Sales Automation with Outlook and Exchange

In this module, participants will explore how Pega Sales Automation can be integrated with Microsoft Outlook and Exchange. The Outlook integration allow users to send email and track conversations related...

Course

Implementing Pega Sales Automation

In this course, students learn about cases and data used in a Pega Sales Automation implementation. Students are introduced to the types of application customizations requested by customers during the...

Course

Pega Sales Automation Foundation

In this course, students learn the basic Pega Sales Automation terminology and features as well as activities in Pega Sales Automation that are performed by a sales operator in a...

Course

Pega Sales Automation Foundation

Pega Sales Automation™ shifts the paradigm of sales and sales coaching from reactive to proactive, and from instinct-driven to insight-driven. The built-in artificial intelligence (AI) capabilities identify the best leads,...

Module

Creating sales opportunities

The sales process begins with a lead. When a lead has been qualified as viable, it is converted to an opportunity. In this lesson, you learn how Pega Sales Automation™...

Module

Tracking your business with AI-infused dashboards

Pega Sales Automation™ provides default dashboards for each of the personas: sales representative, sales managers, and sales operations. In this module, you learn about dashboard widgets, how you can configure...

Module

Exploring the sales portals

Pega Sales Automation™ comes with three main application personas: Sales representative, sales manager, and sales operations. Each persona has its own portal. In this module, you will learn about the...

Module

Managing products

Products is what you sell, it can be goods or services. In this lesson, you learn about the product hierarchy used to store products and how to manage products data...

Module

Nurturing leads and opportunities

Sales representatives nurture leads and opportunities in an effort to win sales. In this lesson, you will learn how sales representatives track activities and tasks as they work with prospective...

Module

Selling to businesses, individuals, and households

Pega Sales Automation™ supports both business-to-business (B2B) and business-to-consumer (B2C) selling modes. Regardless of whether you sell to businesses, individuals, households, or all, the user interface and data model dynamically...