Territory, product, and partner management

Set, optimize and manage territories

Pega Sales Automation allows you to set up sales territories based on customer and market characteristics and define who owns what sales channels. Plan, map, and assign leads and opportunities to maximize coverage and productivity.

Partner management

A partner portal allows parent companies to gain insight into the deals, sales activities, and forecasts in the channel. Modelling a partner organization’s tiered structure and granting granular access is easy as well as delegating user and territory administration to the local sales ops users at the partner organization.

Manage agents, brokers, and direct sellers

Establish hierarchies, different types and levels of sales territories, and specific account assignments based on the enterprise's strategies for growing revenue, margin or specific products.

Model product goals

Establish product goals, their alignment to your sales channels, prices, and active or inactive status. Permission rules further identify the specific reps or agents that are assigned to the products, the information they are authorized to see, and the status of the business.

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.

Demo Video

How an enterprise sells is as important as what it sells. Sales is a process and Pega has a history of helping leading global companies optimize their processes.

Related Feature

Sales forecasting

Forecast and rollup the sales pipeline by category, quarter and territory on mobile, tablet or desktop.

Related Feature

Intelligent guided selling

Pega uses AI and machine learning to identify new leads, accelerate opportunity progression, and more.

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.