Data Sheet

Sales Force Automation for Retail Banking and Card Servicing

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.


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