Sales Automation

360 Degree Account Management

A holistic view of clients/prospects

Pega Sales Automation provides an accurate and trusted profile of CRM information that is integrated with our AI engine to provide relevant and actionable data. These views are dynamically created from Sales Automation data as well as from Pega CRM applications and your own enterprise sources.

360 degree customer view

Track engagement trends

All contacts have their own profile page, which includes relevant web, email, social, and other data. This can be leveraged to instrument engagement, inform follow-up activities, and understanding if the moment is right to sell or to service. This data also helps drive the the next best offers and actions for the contact.

customer engagement tracking

Engagement Maps identify account opportunities

Sales Organizations typically use SFA systems to nurture and manage deals they have found in their sales pipeline. Engagement Maps help promote conversations around what is not in the pipeline by analyzing product penetration levels in each account. This "white space" can focus selling and marketing efforts and optimize pipeline and share of wallet.

sales engagement mapping

ECM Taxonomy Terms: 
Sales Automation
Customer Engagement