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Data Sheet

Pega Sales Force Automation for Financial Services

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KEY CHALLENGE

Today’s consumers demand sales experiences that are relevant to their needs and consistent across all channels. Typical sales force automation solutions at financial institutions are largely disconnected from other enterprise systems and require manual workarounds. This creates a significant gap between best-practice sales methodologies and sales execution.

THE SOLUTION

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. With Pega, you can streamline and personalize the sales process across lines of business, products, geographies, accounts, and channels.


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