Data Sheet

Sales Force Automation for Retail Banking and Card Servicing

  • PDF
  • 601 KB

Optimize Your Sales Process to Enhance the Customer Relationship

Banks and card servicers struggle with standard sales force automation applications that capture data, but remain isolated from other enterprise systems and the actual sales process. Representatives must work around the system with manually created spreadsheets, reports and forecasts. Sales methodologies are inconsistently applied. And the selling process cannot be adjusted to accommodate important differences, such as multiple business units, geography, the customer or the individual representative.

Pega Sales Force Automation (Pega SFA) eliminates the disconnect with an innovative solution that enhances success at every stage in the sales life cycle.

Pega marries sales force automation with its unbeatable BPM capabilities to help you optimize sales execution. Only Pega SFA offers intelligent guidance, task automation from lead to fulfillment and unprecedented agility to instantly adapt your sales process. You can quickly standardize the process across multiple business units, products, geographies, accounts and channels while dynamically adapting the process to each specialized circumstance.


Related Resources

PegaWorld 2018 promo card

PegaWorld 2018

Registration is Now Open

Discover why 4,500 global leaders plan to join us next June in Las Vegas!

The Alternative


Don’t fall for the hype. See why today’s leading enterprises choose Pega CRM.