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   Pega Recognized as the Highest Ranked Vendor by Gartner® in 2023 Critical Capabilities for Sales Force Automation  

AI-powered Intelligent Sales Automation

Smart selling made simpler
Optimize sales performance

Keep up with changes to your forecast, account engagement levels, and understand the overall health of your business.

Anticipate customer needs

Predict and act on moments of opportunity across any channel for greater close rates and seamless customer experiences.

Simplify core sales processes

Eliminate sales complexity with dynamic opportunity management and end-to-end automation.

Key features of Pega Sales Automation

AI-guided selling

Identify hidden revenue with artificial intelligence

Eliminate blind spots across the sales journey while driving engagement. Pega’s opportunity insights, next best actions, guided selling, and real AI empower sellers to take action when it’s relevant.

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ai guided selling
Email & calendar integration

Accelerate sales with Outlook and G Suite integration

Boost email productivity with real-time insights directly in your inbox. Pega’s AI and natural language processing (NLP) analyzes messages, triggers suggested actions, and automatically syncs emails and calendar activities.

sales automation software with email integration
Partner relationship management

Power collaboration across selling channels

Enhance collaboration across your partners and gain insight into every step in the channel sales process with personalized portals for your full selling ecosystem.

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Partner Relationship Management screenshot
Lead management

Assign leads intelligently and drive more sales

Manage leads from initial capture and routing, through the qualification process to accelerate conversion to an opportunity. Pega’s intelligent lead routing and scoring empowers your team to focus on the right leads at the right time.

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lead management

Explore specialized Pega sales automation solutions for your industry

Pega Sales Automation for Insurance

Connect the entire sales journey, guide agents, and bust silos


Pega Sales Automation for Financial Services

Build relationships, guide advisors, and grow revenues


Pega Sales Automation for Healthcare and Life Sciences

Simplify, tailor, and optimize every healthcare sales journey

Gartner SFA CC 2023

Pega ranked highest across all Use Cases by Gartner

For the third year in a row, Pega has been recognized in the Gartner® Critical Capabilities for Sales Force Automation.

Customer case studies

See how customers are using Pega Sales Automation™ to transform their enterprises

Nissha logo

Case study

Nissha accelerates business with shorter time to market

Nissha simplified complex sales processes that are transforming business today and in the future, after deploying Sales Automation in just weeks.

Case Study

CNO Financial transforms customer experience

CNO is revolutionizing agent, associate, and customer experiences with Pega’s unified CRM and low-code capabilities.

Start selling smarter

Experience the power of Pega's AI for sellers

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