Difference between revisions of "Portal:Sales Automation Design Patterns"

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Portal:Sales Automation Design Patterns
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| style="padding-left:10px;" | [[File:Sales Automation.png|thumb||left|text-top|352px]] || style="font-size:large;vertical-align:top;padding-left:20px;padding-right:10px;width: 1670px;" | Sales Automation design patterns share best practices and insights, supporting the developer community to successfully deliver Pega Sales Automation projects.</p>
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| style="padding-left:10px;" | [[File:Cosmos screen.jpg|thumb||left|text-top|352px]] || style="font-size:large;vertical-align:top;padding-left:20px;padding-right:10px;width: 1670px;" | Pega Sales Automation optimizes the efficiency and effectiveness of client’s sales organization at every stage in the sales lifecycle. Sales Automation design patterns and best practices support the developer community to successfully deliver implementation projects.</p>
 
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*[[Improve sales rep productivity by synching Pega Sales Automation with Microsoft Exchange]]
 
*[[Improve sales rep productivity by synching Pega Sales Automation with Microsoft Exchange]]
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*[[Setting up customers in Pega Sales Automation for B2B selling modes]]
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*[[Improving sales rep productivity by integrating Pega Sales Automation with the Outlook Add-in]]
 
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*[https://community.pega.com/knowledgebase/products/sales-automation Sales Automation Knowledgebase]
 
*[https://community.pega.com/knowledgebase/products/sales-automation Sales Automation Knowledgebase]
 
* [https://community.pega.com/knowledgebase/articles/pega-sales-automation-implementation-guide/85/pega-sales-automation-implementation-guide Sales Automation Implementation Guide]
 
* [https://community.pega.com/knowledgebase/articles/pega-sales-automation-implementation-guide/85/pega-sales-automation-implementation-guide Sales Automation Implementation Guide]
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* [https://community.pega.com/knowledgebase/documents/pega-sales-automation-85-product-overview Sales Automation Product Overview Guide]
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* [https://www.pega.com/sales-automation-trial Sales Automation Trial Environment]
 
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Revision as of 17:14, 10 December 2020

thumb text-top Pega Sales Automation optimizes the efficiency and effectiveness of client’s sales organization at every stage in the sales lifecycle. Sales Automation design patterns and best practices support the developer community to successfully deliver implementation projects.

Overview
Featured Patterns
Knowledgebase Links
Design Patterns

An action that does not require human involvement but can instead be done programmatically.

The first level of organization of the tasks that are required to complete your business process. By providing stages, you organize work into logical phases that users of your application follow to reach an outcome. Stages visualize milestones or significant events in your business process and can also indicate a transition of work from one person to another. For example, if your business process is to review job applications, you can create Submission, Review, and Approval stages, each of which includes a different set of actions and is performed by a different person. Stages that are necessary to resolve a case through the basic, default path are called primary stages.

In a Microjourney™, stages are the milestones that leads towards an outcome.

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