DESIGN THE PROCESS TO MATCH YOUR SALES STRATEGY

Maximize selling success by automating best practices and guiding relationship managers through the sales process from end-to-end. Pega Sales Force Automation delivers the Next-Best-Action for the specific client, ensuring relevant actions and offers are made at the right time, and accommodating each client’s needs. With dynamic case management seamlessly moving work across channels, people and systems, Pega automates tasks while delivering maximum visibility on a global scale so that your relationship managers can stay focused on their clients. Already have a cloud sales tool? Extend your capabilities with Pega Process Extender which gives you industry leading case management embedded in your current platform.

Related Resources

  • PODCAST
    A New Approach to Sales Force Automation
    Pegasystems' Krassi Genov discusses the current state of the SFA industry, descibes the kinds of imperatives that sales executives have today, and how Pega's Build for Change SFA solution can address them.
  • ANALYST REPORT
    Gartner Magic Quadrant for the CRM Customer Engagement Center, 2014
    Pegasystems recognized as a Leader in new Customer Engagement Centers MQ.
  • DATA SHEET
    Pega Sales Force Automation for Financial Services
    Pega Sales Force Automation (SFA) for Financial Services eliminates the disconnect and delivers an innovative solution that enhances success at every stage in the sales lifecycle. Pega SFA offers intelligent guidance, work automation from lead to fulfillment, and unprecedented agility to instantly adapt your sales process.