Manage the sales process from your phone
Designed specifically for the mobile sales rep or manager, the Pega Sales Automation mobile app provides an intuitive user experience to automate and streamline common sales activities. Review and submit forecasts, use geolocation to find contacts nearby, generate alerts that you will be late for a meeting, use voice-to-text capabilities, and push notifications.
Available on- or off-line
The mobile sales app provides sales reps and managers on- and off-line access to reminders, client activity logs, contacts, opportunities, leads, accounts, and dashboards. Engage clients, and while offline update your activity records to keep the business running 24x7x365. Offline capabilities can be configured and customized to support process and validation steps.
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.
Sales is a process and Pega has a history of helping leading global companies optimize their processes.
Integrate with Exchange and Outlook
Allows emails to be synced back to Pega Sales Automation with a single click to allow for tracking of activities and for audit purposes.
Sales productivity tools
Enhance efficiency across the entire sales team and eliminate wasted time with integrated marketing campaign tools.