Sales Automation

Integrate with Exchange And Outlook

Maximize your selling time

Full bi-directional Exchange sync permits managers and reps to see calendar free/busy time across sales teams and to expose this information to customers and prospects so sales appointments can be setup.

outlook integration for sales

Keep up to date from your inbox

The Outlook plugin allows emails to be synced back to Pega Sales Automation with a single click to allow for tracking of activities and for audit purposes. It also allows for the quick creation of contacts, leads and opportunities, and the global search gives you access to all of your data without having to leave Outlook.

Leverage Outlook data for CRM

Email and appointment data is used to rollup and generate reports on client interactions and engagement. Email and appointment data is also used by the AI engine to provide real-time suggested offers and actions to sales while also taking into account marketing and customer service activities.

Pega Sales Automation provides support for email via an integrated Microsoft Outlook plugin | 3:29
ECM Taxonomy Terms: 
Sales Automation