Maximize sales pipeline and opportunities
Sell smarter with AI-powered guidance
Traditional sales automation solutions have focused on what sellers put into the system – not what they get out of it. Pega’s solution applies AI across the sales lifecycle to direct sellers with real-time offers, suggested actions and content, and valuable insights, so you can build and progress pipeline across accounts.
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Uncover hidden revenue
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Drive faster deal progression
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Simplify core sales processes
Featured customers
Bradesco Seguros accelerates deal progression
See how Bradesco Seguros integrated back office and mobile tools to enable agents to close more deals, faster.
Allianz digitizes their distribution channels
Allianz empowered 400+ agents with real-time data and insights to deliver an increase in revenue and margins.
Smart selling on any device
Manage deals anytime, anywhere
Accelerate sales with omni-channel experiences for your customers and device agnostic tools for your agents. Empower your agents to manage intelligently targeted marketing programs and keep track of work with client activity logs, contacts, opps, dashboards, and more – all on the device of their choice.
How we do it
- Move seamlessly from mobile to tablet to desktop, with no loss of context
- See all activity, history, and comms in a single pane of glass – on any device
- Eliminate manual sales processes with seamless back-office integration and straight-through processing
AI-powered analytics
Optimize sales performance
Give sellers and managers real-time views into predicted sales cycle, quota attainment, lead quality, and which reps are poised to have the best performance. Track every sales stage with powerful AI and analytics that are generated in real time to inform next steps and refine strategic models.
How we do it
- Deploy customizable and intuitive dashboards that provide reporting and analysis to agents and insurers
- Identify the best leads, opportunities, actions, content, and offers for each rep
- Get a full view of prospect or client activity, and proactively alert reps with the best content to send and actions to take
Proactive selling
Sell smarter to accelerate deals
Eliminate blind spots across the sales journey while driving engagement. Pega’s opportunity insights, next best actions, guided selling, and real-time AI empower agents to focus on the right work at the right time. Predict and act on moments of opportunity across any channel using AI for greater close rates and seamless customer experiences.
How we do it
- Present targeted offers in real time to secure win, cross-sell, upsell, and retention
- Drive real-time sales coaching and insights, looking at sales results, activities, and projected forecast to predict success
- Use AI to recommend next best steps to meet quotas for the quarter
