Prospecting and selling is tough. We know (we have salespeople too!), and we understand the need for a Sales Force Automation application that can handle the rote tracking and workflow of sales, plus the complexities of customer engagement and enablement. That’s why we’ve pushed beyond the industry standard to deliver an SFA app that is intelligent, intuitive, and can quickly supercharge your sales organization. And we’re excited to demo this new kind of SFA at PegaWorld.
Technology to help you sell smarter…
AI-powered sales coach: An industry first! Intelligent sales guidance helps sales reps and managers stay on the path to success by identifying problems and assigning personalized action plans for each rep. The AI suggests coaching actions for managers, and process automation keeps tabs on rep activities and tasks as well as reporting. Plus, deep analytics provides insights into the week-to-week success of new sales reps, and sends managers continuous updates on progress.
AI-powered forecasts: Pega has also leveraged AI to automatically compare weighted, non-weighted, and predictive sales forecasts against historical data for each territory. The AI then generates automated alerts to focus attention on forecasts that vary beyond defined thresholds and identifies areas for more investigation and sales planning.
Technology to help bust quotas…
LinkedIn Sales Navigator integration: Now embedded within Pega Sales Automation, LinkedIn Sales Navigator provides access to 500M contacts to help you better target, understand, and engage customers and prospects in your accounts. Find new leads using LinkedIn Sales Navigator’s rich contact profile information. Grow contacts and opportunities by using icebreakers that uncover the best way to get introduced.
New dashboards: Pega Sales Automation comes with more than 50 reporting dashboards that track and present KPIs and sales data about your B2B and B2C customers and prospects. We’ve added some really useful reporting to this release so you can compare current sales against quota for each rep, and easily view lead to opportunity conversions, open tasks by rep, next best actions, customer requests, and campaign success summaries.
Mobile app expansion: Pega Sales Automation now allows you to access leads, next best actions, forecasts, contacts, opportunities, and search on your mobile device – even offline. Pre-populated forms and fields help speed work, and every lead has one-click email and phone contact capabilities, so you can reach out right away to new prospects – because we understand that time is of the essence in sales.
Technology that simplifies sales…
30-days live: We know that to work well, your SFA app needs to connect with other systems and be tailored for your business. Pega’s new application wizard supports a 30 day quick start of a custom sales application with streamlined implementation, integration, and customization steps. No other SFA application can get your reps using AI and intelligent process management as quickly.
No code editing: Run-time UI editing and application configuration? We make it happen. Without code. Edit the UI. Configure data fields. Change process flows. Not only can you stand up an app in 30 days, but you can continue to easily customize it over time.
Get a hands-on demo of Pega Sales Automation, then build your own app for free!
We think Pega Sales Automation is not only the most advanced platform for sales tracking, but also the only real-time AI-based platform for customer enablement and engagement. Come to the Tech Pavilion to see these new capabilities, then take it for a test spin with a free trial.
I’m excited to meet you at PegaWorld!
ABOUT THE AUTHOR: Chris Benedetto, senior director of product marketing, brings 20 years of CRM, digital transformation, and marketing insight to the Pega Sales Automation team. He helps clients solve problems and build impactful sales solutions.