Utilizing Application guides
Application guides are designed to simplify your implementation process by providing a clear, step-by-step sequence for both basic and advanced setups. Each guide includes links to the relevant screens and associated documentation to ensure smooth and efficient implementation.
Depending on your implementation stage, use the appropriate application guide:
MLP guide
This guide walks you through a minimum lovable product (MLP) implementation. Use this guide to get started with your Pega Sales Automation™ implementation.
The MLP guide enables you to set up the following key elements:
- Operators and territories
- Leads, opportunities, and contacts
- Products, fiscal periods, and sales goals
- Dashboards and reports
- Computer telephony integration (CTI)
- Webex and Zoom integration
- Mobile application
- Pega GenAI™ features
Use case: Tech Innovators Inc. wants to optimize its lead management process by implementing an automated lead routing system using Pega Sales Automation. The goal is to ensure that leads are automatically directed to the appropriate sales representatives or work queues based on predefined criteria. To achieve this, you follow the Enable lead routing task in the MLP Guide to enable and configure lead routing. This guide helps you simplify your implementation process by providing you with the recommended sequence of steps.
Advanced configuration steps guide
This guide shows you advanced and optional configuration settings that you might want to use as you broaden your Pega Sales Automation feature adoption.
The Advanced configuration steps guide enables you to set up the following key elements:
- Microsoft Exchange calendar integration
- AI-based sales coach
- Next best actions (NBAs)
- Opportunity insights
- Lead ranking
- Pega Voice AI™
- Meeting app plugins
Use case: Market Leaders Corp. wants to use artificial intelligence to optimize its sales process by implementing an AI-based sales coach that uses Pega Sales Automation. The goal is to analyze the performance data of sales representatives, suggest actions to managers for better team management, and provide personalized improvement tips. To achieve this, you follow the Configure AI-based sales coach task in the Advanced configuration steps guide, to enable the sales coach. This guide helps you simplify your configuration process by providing you with the recommended sequence of steps.
By following these guides, you can help to ensure a comprehensive and effective implementation process for both basic and advanced implementations.
You can access the Application Guides pane in Dev Studio, as well as App Studio. In Dev Studio, click the Resources icon, and then click Application Guides.
In App Studio, click the Toggle Developer Assistant icon, and then click the Checklists tab.
You have now reached the end of this topic and have learned what the Sales Automation application guides are, as well as how to access them.
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