AI-powered Intelligent Sales Automation
Keep up with changes to your forecast, account engagement levels, and understand the overall health of your business.
Predict and act on moments of opportunity across any channel for greater close rates and seamless customer experiences.
Eliminate sales complexity with dynamic opportunity management and end-to-end automation.
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Key features of Pega Sales Automation
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.Learn more
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.
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.Learn more
Improve seller performance
Develop your sales team. Predict future success and gain insight into overall team performance. Pega’s omni-channel AI provides personalized one-to-one coaching in real time and tracks progress against plans.Learn more
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.Learn more
Explore specialized Pega sales automation solutions for your industry
Pega Sales Automation for Insurance
Connect the entire sales journey, guide agents, and bust silosExplore
Pega Sales Automation for Financial Services
Build relationships, guide advisors, and grow revenuesExplore
Pega Sales Automation for Healthcare and Life Sciences
Simplify, tailor, and optimize every healthcare sales journeyExplore
Pega ranked highest across all Use Cases by Gartner
For the second 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 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.
CNO Financial transforms customer experience
CNO is revolutionizing agent, associate, and customer experiences with Pega’s unified CRM and low-code capabilities.