360 degree account management

A holistic view of clients/prospects

Pega Sales Automation provides an accurate and trusted profile of CRM information that is integrated with our AI engine to provide relevant and actionable data. These views are dynamically created from Sales Automation data as well as from Pega CRM applications and your own enterprise sources.

Track engagement trends

All contacts have their own profile page, which includes relevant web, email, social, and other data. This can be leveraged to instrument engagement, inform follow-up activities, and understanding if the moment is right to sell or to service. This data also helps drive the the next best offers and actions for the contact.

Engagement maps identify account opportunities

Sales Organizations typically use SFA systems to nurture and manage deals they have found in their sales pipeline. Engagement Maps help promote conversations around what is not in the pipeline by analyzing product penetration levels in each account. This "white space" can focus selling and marketing efforts and optimize pipeline and share of wallet.

Related Resources

White Paper

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.

Video

Sales is a process and Pega has a history of helping leading global companies optimize their processes. Predictive analytics, next-best-action guided selling and multi-channel delivery, ensure time to cash is faster.

Dashboards

Interactive dashboards enable reps and managers to make smarter decisions and spot trends in real time.

Related Feature

Intelligent guided selling

Pega uses AI and machine learning to identify new leads, accelerate opportunity progression, generate net new sales from existing clients, and more.

Related Feature

Sales knowledge base

Keep the most up-to-date sales tools in front of your sales team by embedding it into the system so that it is presented in context and in real time.

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.