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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 to their sales from within Microsoft Outlook. The Exchange integration ensures that your Microsoft Exchange and Pega Sales Automation calendars are always synchronized.

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 gap analysis. Upon completion, students can create a new Sales Automation application, populate the application with data, customize the opportunity case steps and forms, create sales goals and manage the forecast, customize the Sales Automation dashboard, and create a mobile app.

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 sales office.

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, opportunities, and personalized Next-Best-Actions for each sales representative in real-time, empowering them to sell smarter, bust quotas, and streamline their sales process.

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™ enables organizations to manage leads from initial capture through conversion to an opportunity.

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 the default dashboards, and how to and personalize your own dashboard.

Module

Pega Sales Automation overview

Pega Sales Automation™ optimizes the efficiency and effectiveness of your entire sales organization at every stage in the sales lifecycle. In this lesson, you will see a demo of Pega Sales Automation and learn about default personas and portals. You will also explore the Pega Sales Automation sample application.

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 in your Pega Sales Automation™ application.

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 customers to convert viable sales to actual sales.

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 adapt to your needs. This module provides examples of each selling mode and gives you an opportunity to set the mode needed for your application.