Pega Sales Automation

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Drive more revenue and streamline sales with partner and direct reps
Pega Sales Automation
Sales Automation hero image

Increase revenue

Identify new leads and opportunities with artificial intelligence that generates next best offers and actions

Streamline sales

Streamline lead, pipeline, and forecast activities to improve lead to cash cycle times

Accelerate pipeline

Accelerate pipeline creation, progression, and closure with prospects and existing clients
Identify New Leads and Revenue with

Intelligent Guided Selling

Whether you are selling B2C, B2B, or through third parties, Pega’s artificial intelligence workflow engine surfaces Next-Best-Actions and Offers while intelligently routing leads.
Intelligent Sales Guidance screenshot
 Accelerate Sales Productivity with

Exchange Integration

Get instant access to all of your sales data in Pega Sales Automation, right from your Outlook inbox. Make appointments, create new accounts and contacts, and associate emails and meetings with opportunities without ever leaving Outlook.
Exchange Integration screenshot
Improve Efficiency with

Productivity Tools

Personalize emails by segmenting, targeting, and nurturing customers and prospects. Gather and send content with the built in sales knowledge base that links to next best action and offer prompts.
Sales Productivity Tools
Get a complete view of the business with

Sales Dashboards & Reporting

Customer and sales data is presented as insights for executives, sales operations staff, and reps/agents. Key sales KPIs around leads, opportunities, and forecasts allow reps and managers to spot trends in real-time.
Dashboards and Reporting screenshot
 Sell Anywhere with

Mobile Sales Applications

Quickly capture and log activity summaries, forecasts, close plans, and review next best actions and offers from the road. On- and off-line capabilities keep your business running 24x7x365 on iOS or Android devices.
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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.
Pega’s Workforce Intelligence uses robotic automation and AI to understand how sales and service agents work and how the apps and processes work for them.
Bring context and maximize the effectiveness of information stored in Salesforce by integrating it with Pega's Dynamic Case Management.
Engage clients/prospects by integrating Pega Sales Automation with Pega Marketing and Customer Service.
ECM Taxonomy Terms: 
Sales Automation
CRM
Sales Automation