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Smart selling made simpler

AI-powered Intelligent Sales Automation for today’s changing world

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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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.

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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AI sales coach

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.

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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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Explore specialized Pega sales solutions for your industry

Pega Sales Automation for Insurance

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

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Pega Sales Automation for Financial Services

Build relationships, guide advisors, and grow revenues

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Pega Sales Automation for Healthcare and Life Sciences

Simplify, tailor, and optimize every healthcare sales journey

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A visionary in intelligent sales automation

Learn why Pega is one of the four highest-scoring vendors across all sales automation use cases.

Customer case studies

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

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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.

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Case Study

CNO Financial transforms customer experience

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

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Case Study

Farmers Insurance

Farmers Insurance doubled its market share with help from Pega’s intelligent sales automation technology.

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Start selling smarter

Experience the power of Pega's AI for sellers