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PEGA SALES AUTOMATION is an intelligently guide sales professionals and automate the sales process.

Features of product

Проблемы Pain points
  • No automated business processes
  • High costs of routine operations
  • Customer retention
  • Low quality of customer support
  • Decentralized IT systems
  • Failure to attract new customers
  • Separate communications channels
Ценности Business Values
  • Increase Customer Base
  • Improve Customer Service
Матрица сравнения с конкурентами Matrix of comparison with competitors

About Product

  • Sell smarter - Identify hidden revenue in pipeline; generate personalized offers and actions; identify best practices.
  • Bust quotas - Never miss an opportunity to drive new and repurchase sales; sell online, direct and via partners with one sales platform.
  • Simplify sales - Streamline quote to cash steps; get a full view of prospect or client activity and proactively alert busy managers and reps.

Identify Hidden Revenue with Artificial Intelligence

Transparent AI models rank leads and surface opportunities that have the highest probability of success and proactively suggest personalized offers and rep and account actions to build, progress and close pipelines.

Quickly Engage with Outlook ™ Calendar and Email Integration

Schedule meetings and send emails while the system automatically logs these activities in lead, opportunity and account records; the AI models evaluate prospect and client responses to continuously suggest ways to improve engagement.

Power Through Qualification Steps with Intelligent Guided Sales

Intuitive stage-based sales models guide sellers through required steps while presenting prospect and client data from marketing, customer service and enterprise systems; configurable models are pre-built for Insurance, Financial Services, and Healthcare.

Sell Anywhere with Mobile Sales Applications

Quickly capture and log activity summaries, forecasts, close plans, and review next best actions and offers from the road. On- and off-line capabilities keep your business running 24x7x365 on iOS or Android devices.

Improve Efficiency with Productivity Tools

Personalize emails by segmenting, targeting, and nurturing customers and prospects. Gather and send content with the built in sales knowledge base that links to next best action and offer prompts.

Predict Where The Business Is Going with AI-Infused Dashboards

Select from 40 pre-built dashboards or configure your own to keep on top of what’s changed in your forecast, which accounts have the most engagement, and who will and won’t make quota. Dashboards with built-in AI confirm forecast confidences, generate lead ranking scores, and generate personalized offers and actions for each rep.



CRM Type


Data location



Sales Management

Application Type

Desktop application;Mobile application

System customization
Security and administration
Customer base
Customers document flow
Omnicanal communications


Business Process Management