Pega Sales Automation

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Sell smarter, bust quotas, and simplify sales execution with
Pega Sales Automation

Sell smarter

Identify hidden revenue in pipeline; generate personalized offers and actions; identify best practices.

Bust quotas

Never miss an opportunity to drive new and repurchase sales; sell online, direct and via partners with one sales platform.

Simplify sales

Streamline quote to cash steps; get a full view of prospect or client activity and proactively alert busy managers and reps.
Power Through Qualification Steps with

Intelligent Guided Sales

Intuitive stage-based sales models guide sellers through required steps while presenting prospect and client data from marketing, customer service and enterprise systems; configurable models are pre-built for Insurance, Financial Services, and Healthcare.
 Quickly Engage with

Outlook ™ Calendar and Email Integration

Schedule meetings and send emails while the system automatically logs these activities in lead, opportunity and account records; the AI models evaluate prospect and client responses to continuously suggest ways to improve engagement.
Exchange Integration 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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Predict Where The 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.
Dashboards and Reporting 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
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

Add, modify or delete contacts; associate them to leads and opportunities at accounts; view current products/services and associated opportunities and leads; visualize account engagement including emails, appointments, and social insights.
Import leads from marketing systems or create leads and then route them to the right seller; rank leads and suggest next best actions; define and enforce lead qualification steps to ensure opportunities are valid and there is confidence in the pipeline.
Submit, revise, and access roll-up forecasts by territory , business unit, and across both direct and partner reps; instantly see what’s changed; review close plans and week by week close plan narratives; built-in AI confirms forecast confidence and suggests next best actions to drive opportunity progression.
Create and manage hierarchical territories for your direct and partner teams; create and assign granular access permissions to individuals and groups of users that allow them to create, read, and update specific objects in their system; maintain partner profiles and manage partner deal registration rules.
Improve and ensure sales execution by embedding sales activity capture in process models; encourage customer communications and activities with triggered reminders and based on events or exceeded timeframes; streamline workflow, approvals and exceptions.
Create, organize, search, and manage sales content; embed this content into key sales steps to automate and streamline access and to test and improve content; directly share content with prospects and clients and team mates.
Set activity, revenue, or pipeline goals for reps and territories; define portal permissions and defaults for administrators, users, and managers; establish local email campaign permissions and rules; define B2B/B2C or combination mode; define if Pega will be the system of record or access, import and de-dupe external data.
Engage clients/prospects with native and pre-built integrations to Pega Marketing and Customer Service.
ECM Taxonomy Terms: 
Sales Automation
CRM
Sales Automation
Customer Engagement