Pega Sales Automation

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Intelligently guide B2B or B2C sales professionals and optimize your sales force automation system
Pega Sales Automation
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Increase revenue

Improve average revenue per rep by personalizing sales engagement based on customer knowledge and prior sales experiences

Improve velocity

Streamline your sales process and improve cycle times with a digital sales platform that reduces waste and inconsistency

Manage complexity

Equip your sales team for success and get to market faster with new and differentiated applications that support rapid change and system re-use
 Increase Revenue with

Intelligent Sales Guidance

Rules, analytics, and visual account planning tools intelligently route leads and opportunities to the right sellers, while also guiding sellers to offers, sales content, and the “white space” opportunity in their accounts.
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 Engage Anytime with

Mobile Sales Applications

On- and off-line mobile capabilities keep your business running 24x7x365 on iOS or Android phones, tablets, and devices. Securely submit and review forecasts and close plans, collaborate with other sales professionals, and view and update your calendar.
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 Boost Visibility and Velocity with

Outlook Email and Calendar Access

Support day to day workflow by leveraging Microsoft Outlook 2013’s email and calendar capabilities. The Pega Outlook add-in allows you to create new accounts, contacts, leads and opportunities and sync emails, file attachments and appointments into the system.
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Scale Sales and Activities with

Campaigns and Analytics

Integrated email campaign capabilities allow reps to precisely segment, target and follow up with customers/prospects. Next best action capabilities allow sales management to focus reps on the leads, offers and actions that will win the business.
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 Accelerate Your Business with

Dashboards and Reporting

Graphical, interactive dashboards for executives, sales operations staff, and reps track leads, opportunities, forecasts and key sales KPIs. Easily spot trends, track areas of weakness, and manage your business in real-time.
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Explore Pega Sales Automation Applications

Designed for Your Industry

"[Pega Sales] works. And the feedback is really some of the best we’re hearing from agents. It’s intuitive. It’s easy to use. ... It makes the sales agent more efficient. That positive feedback is huge."
Trent Olson, Project Manager, UnitedHealthcare
"[Pega Sales] works. And the feedback is really some of the best we’re hearing from agents. It’s intuitive. It’s easy to use. ... It makes the sales agent more efficient. That positive feedback is huge."

Trent Olson
Project Manager, UnitedHealthcare

TAKE THE GUIDED TOUR

Explore Pega Sales Automation to learn how to accelerate and improve sales results.

Start

TAKE THE GUIDED TOUR

Explore Pega Sales Automation to learn how to accelerate and improve sales results.

Start

Additional Product Features

Access rep, business and partner forecasts, see what’s changed, visualize account engagement, and review opportunity narratives.
Create and manage tiered territories across direct and partner sellers, manage deal registration and view direct and partner pipeline.
Manage all leads/opportunities, marketing/customer service activities, and view products/services owned at accounts.
Manage marketing or sales created leads, route them to the right staff, and configure your process to qualify opportunities and provide visibility in to your pipeline.
Improve sales execution and operations by automatically triggering reminders and tasks to streamline approvals, and ensure the right sales activities are occurring.
Present the right content at the right time.
Engage clients/prospects by integrating Pega Sales Automation with Pega Marketing and Customer Service.
ECM Taxonomy Terms: 
Sales Automation
CRM
Sales Automation