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Pegasystems recognized by independent research firm with the top ranked current offering in Sales force automation market evaluation

CAMBRIDGE, Mass. – June 27, 2017 – Pegasystems, (NASDAQ: PEGA), the software company empowering customer engagement at the world’s leading enterprises, today announced that Forrester Research has named Pega® Sales Automation application the top ranked current offering in the latest The Forrester Wave™ report evaluating Sales Force Automation (SFA) solutions.

In the report The Forrester Wave™: Sales Force Automation Solutions, Q2 2017 (1), Forrester evaluated Pega Sales Automation among 10 of the most significant offerings across 35 separate criteria. Pega received the top ranking for current offering, including the highest score possible in the following subcriteria: opportunity management, sales process support, role-based sales support, territory and quota management, and product catalogs and price lists.

Forrester notes in the report, “Pegasystems leverages its rich pedigree as a leading business process management platform to extend core SFA capabilities with customized front-office customer processes and strong analytics-driven seller recommendations.”

The report goes on to state, “At the core of Pegasystems’ strategy is the ability to meet the customer in context. It leverages business process management and dynamic case management to fine tune sales processes, while augmenting decision making with advanced analytics and allowing reps to work offline.”

In addition, Forrester writes, “Customers give Pegasystems high marks for its platform’s ability to adapt to the most complex business needs.” It also notes, “Pegasystems’ background in financial services, insurance, and healthcare make it a strong solution for managing complex sales and supporting customer engagement functions.”

Powered by the Pega® Customer Decision Hub, Pega Sales Automation uses artificial intelligence to guide reps with next-best-offers and actions that empower sales teams to identify new leads and opportunities, accelerate pipeline, close more deals, and increase revenue. The solution improves sales productivity and efficiency by streamlining sales data so that sales teams can have all the resources they need at their fingertips to provide personalized engagements that deliver greater outcomes.

Pega Sales Automation is part of Pega’s unified suite of CRM applications including Pega® Marketing and Pega® Customer Service. Built on Pega® Platform, Pega’s CRM solutions enable clients to constantly anticipate customers’ changing needs and provide personalized AI-driven recommendations throughout the customer journey. Several leading analyst firm have named Pega CRM a leader in the field, including Gartner in the Magic Quadrant for CRM Customer Engagement Center.

Quotes & Commentary:

“Sales software has long been in need of an image makeover - too many salespeople view it as a tracking tool built for executives, not a productivity tool built to help them sell more product,” said Don Schuerman, chief technology officer and VP product marketing, Pegasystems. “Pega Sales Automation uses AI to empower salespeople to take the next best action with each prospect, not burden them with excessive reporting. With Forrester recognizing Pega Sales Automation as the top ranked current offering in the evaluation, we believe this further validates our intelligent approach to guided selling that delivers the insights salespeople need to beat their sales goals and improve the customer experience.”

Supporting Resources:

Report: The Forrester Wave™: Sales Force Automation Solutions, Q2 2017

Product Background: Pega Sales Automation

Product Background: Pega Customer Decision Hub

Video: Pega Sales Automation

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Lisa Pintchman
VP, Corporate Communications
[email protected]
+1 617-866-6022

North America

Sean Audet
Director, Corporate Communications
[email protected]
+1 617-528-5230

Ilena Ryan
Sr. Manager, Public Relations
[email protected]
+1 617-866-6722


Joanna Richardson
Director, Corporate Communications
[email protected]
+44 (0) 118 9651 660

Jon Brigden
PR & Communications Manager
[email protected]
+44 (0) 118 9398 584

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