The AI-powered sales coach
Introduction
The Pega Sales Coach uses self-learning adaptive models. The sales coach gathers sales data and uses the information to calculate performance scores for the sales representatives. The performance scores provide insights into how the sales representatives are performing. The sales coach continuously evaluates sales representatives and suggests action to improve performance.
Coaching life cycle
The sales coach bot that runs regularly creates a set of suggested coaching actions that a sales manager can start for the sales representatives in their team.
Suggested coaching actions, along with active coaching actions are displayed on the Sales coach landing page, which can be accessed from the navigation pane of the Sales Automation application.
The manager can decide to start or ignore the suggested coaching action.
To start a coaching action for a sales representative, the manager needs to complete the Follow up date and click Submit.
Once submitted, the coaching plan is displayed on the sales representative's Sales coach landing page, in the Active recommendations for rep table.
The manager and the sales representative converse in the Pulse feed.
If the manager is satisfied with progress of the sales representative, the manager can close the coaching plan. Alternatively, the manager can change the follow-up date to give the sales representative more time to improve.
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