Skip to main content
254 Modules 147 Courses 29 Exams

Module

Managing the sales process from a mobile device

The sales team can access Pega Sales Automation™ on mobile devices while on the go. Designed specifically for the mobile sales representative or manager, the Pega Sales Automation mobile app...

Module

Motivating sales representatives to meet sales targets

Sales goals allow organizations to motivate sales representatives to meet sales targets established by the organization. Pega Sales Automation™ provides tools that allow sales managers and sales representatives to see...

Module

Testing strategies with a Monte Carlo data set

You have designed a complex decision strategy for your Customer Decision Hub. How can you be sure that it works in the intended way? How will it perform in a...

Module

Predicting Customer Behavior Using Real-time Data

You want to predict customer behavior, but you have no historical behavioral data on which to base your predictions. Without historical data, traditional predictive modeling won't work. Fortunately Pega offers...

Module

Configuring a Pega Chat server

Pega chat allows customers to communicate to customer service representatives (CSRs) in real time on any device. Chat requests can be sent to any CSR or a specialized CSR for...

Module

Monitoring Your Contact Center with Reports

Pega Customer Service™ provides various ways for managers to observe and monitor the application and performance of the call center. You will learn about the existing out of the box...

Module

Configuring AI for Email

In this module, system architects learn how to configure AI for email for a Pega Customer Service application. You use hands-on exercises to learn how to suggest service cases and...

Module

Managing prospect and customer data

The structure of the prospect and customer data depend on if you are selling to a business (B2B) or consumer (B2C). In this lesson, you will learn about the entities...

Module

Organizing your sales organization into sales teams

Territories define the hierarchical structure used to manage the sales organization. Leads, opportunities, organizations, and accounts are all managed within the structure of territories. Functionality, such as forecasting and operator...

Course

Pega Decisioning Consultant

Gain greater understanding of the key features, capabilities and benefits of the Pega Customer Decision Hub in this course. Learn how components such as Proposition Management, Predictive Analytics and Interaction...