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Sales made smarter. Every step of the way.

"[Pega] gives a manager the opportunity to sit down and speak with a specific agent on an opportunity that may be right there in front of them."
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Sales Dashboards

Identify Hidden Revenue with
Artificial Intelligence

Predict forecast accuracy. Drive retention, cross-sell, up-sell, and repeat purchases. Pega’s AI models select the best leads and coach reps while making your sellers smarter and helping build, progress, and close pipeline.

Sales Automation Outlook Integration

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.

SA Analysis

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.

SA Mobile

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.

LinkedIn Navigator

Create More Selling Time With
Unified Sales Productivity Tools

Target, understand, and engage buyers with LinkedIn Sales Navigator. AI models will help you personalize emails and content for clients and prospects to make sure you take the next best actions and make the next best offers.

SA Dashboard

Predict Where 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.

Additional Product Features

Add, modify or delete contacts; associate them to leads and opportunities at accounts; view current products/services and associated opportunities and leads; visualize account engagement including emails, appointments, and social insights.

Import leads from marketing systems or create leads and then route them to the right seller; rank leads and suggest next best actions; define and enforce lead qualification steps to ensure opportunities are valid and there is confidence in the pipeline.

Submit, revise, and access roll-up forecasts by territory , business unit, and across both direct and partner reps; instantly see what’s changed; review close plans and week by week close plan narratives; built-in AI confirms forecast confidence and suggests next best actions to drive opportunity progression.

Create and manage hierarchical territories for your direct and partner teams; create and assign granular access permissions to individuals and groups of users that allow them to create, read, and update specific objects in their system; maintain partner profiles and manage partner deal registration rules.

Improve and ensure sales execution by embedding sales activity capture in process models; encourage customer communications and activities with triggered reminders and based on events or exceeded timeframes; streamline workflow, approvals and exceptions.

Create, organize, search, and manage sales content; embed this content into key sales steps to automate and streamline access and to test and improve content; directly share content with prospects and clients and team mates.

Engage clients/prospects with native and pre-built integrations to Pega Marketing and Customer Service.

Data and Administrative Management

Set activity, revenue, or pipeline goals for reps and territories; define portal permissions and defaults for administrators, users, and managers; establish local email campaign permissions and rules; define B2B/B2C or combination mode; define if Pega will be the system of record or access, import and de-dupe external data.

Related Resources

Sales Automation white paper card

White Paper

Pega Sales Automation vs. Salesforce Sales Cloud

With products, pricing, regulations, channels, and competition changing at a breakneck pace, it’s time to reevaluate how your sales automation system is supporting—or slowing down—your business.

Intelligent Guided Selling

Leveraging next generation prescriptive analytics and focusing on sellers, Pega Sales Automation optimizes sales volume, value, and velocity.

"[Pega Sales] works. And the feedback is really some of the best we’re hearing from agents. It’s intuitive. It’s easy to use. ... It makes the sales agent more efficient. That positive feedback is huge."

Customer Case Studies

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

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Customer Success Video

Revolutionizing the Way Insurance is Sold

To execute their vision, AIG Japan turned to Pega to create an intuitive, state-of-the-art portal for sales and service.

OCBC Bank preview card

Case Study

OCBC Sets New Standard For Customer Sales

Powered by Pega, OCBC’s Relationship Opening Made Easy (ROME) solution has revolutionized the account opening process.

Farmers Insurance card image

Case Study

Farmers: Complex Quotes in 14 Minutes Instead of 14 Days

Learn how Farmers took control of its small commercial insurance application process by eliminating the factors that slowed down business.

See how Pega can help your business

Talk to an expert and see how Pega can transform your customer experiences with next-generation software applications and solutions.