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Until now, SFA has been about forcing sellers to put information IN – not about sellers getting value OUT.
Pega doesn’t think of SFA as just a database for reporting activities to management, we think of it as a strategic sales engagement tool that predicts and drives the right activities, content, and insights for every sales situation.
Automated collection of sales, prospect and client data
Data is sourced via Pega data integration, connectors, and robotics capabilities
Pre-configured sales models provide real time guidance to each rep, for each account, lead and opportunity
AI and process models gather input data and dynamically generate steps, actions and offers and adapt and learn over time
Activities are automatically tracked and product quote, configure and fulfillment systems accessed from the sellers desktop
Business process management delivers straight through processing and stage-based embedded guidance
Learnings from the entire sales community are used to refine content, offers, suggested actions, and sales processes
AI models learn based on outcome data and business and IT teams refine processes using rapid visual modeling tools
, gerente de projetos da UnitedHealthcare