Sales Automation

Territory and Partner Management

Set, optimize and manage territories

Pega Sales Automation allows you to set up sales territories based on customer and market characteristics and define who owns what sales channels. Plan, map, and assign leads and opportunities to maximize coverage and productivity.

Model complex territories and sales roles

Establish hierarchies, assignment rules, and territory assignments to drive sales performance. Territory roles help users identify colleagues, and access only the information they are authorized to see.

Manage agents, brokers, and direct sellers

Establish hierarchies, different types and levels of sales territories, and specific account assignments based on the enterprise's strategies for growing revenue, margin or specific products.