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Sales made smarter. Every step of the way.

Sales Dashboards

Identify hidden revenue with
artificial intelligence

Predict forecast accuracy. Drive retention, cross-sell, up-sell, and repeat purchases. Pega’s AI models select the best leads and coach reps while making your sellers smarter and helping build, progress, and close pipeline.

Sales Automation Outlook Integration

Accelerate sales with
Outlook™ calendar and email integration

Automatically log email and calendar activities with CRM records. Combine with Pega’s AI models to trigger suggested responses and improve engagement.


Advance sales cycle with integrated productivity tools including
LinkedIn Sales Navigator

Target, understand, and engage buyers with LinkedIn Sales Navigator. Or use AI models to personalize content and actions with clients and prospects.

SA Dashboard

Power collaboration across channels with
Partner Relationship Management

Gain insight into your partners deals, sales, activities, and forecasts in real-time. Strengthen your channel relationships with personalized portals and seamless content sharing. Enhance channel collaboration with actionable insights.

Sell anywhere with
mobile capabilities

Close deals on the go, online or off. Log activities and collaborate with sales teams from any mobile device. View leads, opportunities, and next best actions, or share content with clients and prospects.

SA Dashboard

Predict where business is going with
AI-infused dashboards

Select from 40 pre-built dashboards or configure your own to keep on top of what’s changed in your forecast, which accounts have the most engagement, and who will and won’t make quota. Dashboards with built-in AI confirm forecast confidences, generate lead ranking scores, and generate personalized offers and actions for each rep.

Additional Product Features

Keep contacts and accounts up-to-date in Pega Cloud® or your enterprise systems. Stay current on marketing and service activities, products owned, and associated opportunities and leads.

Create product catalogs and manage sales territories across direct teams and partners. Expand product sales and create channel visibility with partner profiles and deal registration guidelines.

Create and progress leads through opportunity stages you define. Then, route to the right seller, or engage online with intelligent virtual agents.

Submit and revise forecasts and see what’s changed and what the AI predicts. Use close plans and social collaboration capabilities to drive to the revenue goal.

Extract intelligence from sales activities and trigger dynamic sales processes. Digital automation, AI, and open integration ensure insurance, financial services, and healthcare sales teams are using best practices.

Embed relevant content into sales steps. Analytics give insights into which content helps you reach your pipeline endgame.

Ensure client and prospect engagement is not only taking place, but contributing to outcomes. Then streamline task and activity execution with Pega Robotic Process Automation.

Data and administrative management

Business users don’t want to code, so give them the power to change UI and alter data elements, and configure systems using no code. Our implementation wizards can help launch a customized app in just 30 days.

Meet the Salesforce alternative. Pega’s unified CRM platform delivers pre-built integration to Pega Marketing and Customer Service so you don’t have to integrate data or deal with separate siloes of intelligence.

Related Resources

Sales Automation white paper card

White Paper

Pega Sales Automation vs. Salesforce Sales Cloud

With products, pricing, regulations, channels, and competition changing at a breakneck pace, it’s time to reevaluate how your sales automation system is supporting—or slowing down—your business.

Unlock the promise of AI for sales

Your traditional SFA system is probably not living up to the promise of helping your reps generate more revenue. AI can help.

"[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

Customer Case Studies

See how customers are using Pega Sales Automation to transform their enterprises.


Case Study

Nissha transforms business with shorter time to market

By standardizing the complex sales process across OEMs and vendors, Nissha was able to support the delivery of quotes, design samples, and engineering studies for business today and in the future.

OCBC Bank preview card

Case Study

OCBC sets new standard for customer sales

Powered by Pega, OCBC’s Relationship Opening Made Easy (ROME) solution has revolutionized the account opening process.

Farmers Insurance preview card image

Case Study

Farmers: Complex quotes in 14 minutes instead of 14 days

Learn how Farmers took control of its small commercial insurance application process by eliminating the factors that slowed down business.

See how Pega can help your business