Understand personas and their actions
In Pega Sales Automation for Financial Services, apart from the main Pega Sales Automation personas, you can also use industry-specific personas.
The table below describes the industry-specific personas that Pega Sales Automation for Financial Services includes by default.
| Persona type | Description |
Retail Sales Ops SMB Sales Ops Commercial Sales Ops Wealth Sales Ops | Works within the boundaries defined by the territories that it is
assigned to. Supports sales teams by managing territories, users, and
administrating data within the assigned territory. Applicable to the
following market segments:
|
Retail Sales Manager SMB Sales Manager Commercial Sales Manager Wealth Sales Manager | Brand Manager who manages teams, monitors overall performance, and
collaborates with subordinate teams within the following market
segments:
|
Retail Sales Representative SMB Sales Representative Commercial Sales Representative Wealth Sales Representative | Relationship Manager who manages the lead and opportunity pipeline
including all communications with prospects and customers for the
following market segments:
|
Channel Manager (Partner Relationship Management (PRM) persona) | Manages partners associated with the parent organization. |
Retail Partner Sales Operations (PRM persona) SMB Partner Sales Operations (PRM persona) Commercial Partner Sales Operations (PRM persona) Wealth Partner Sales Operations (PRM persona) | A sales operator in partner organizations creating, modifying, or
removing partner sales representatives for the following market
segments:
|
Retail Partner Seller (Partner Relationship Management (PRM) persona) SMB Partner Seller (PRM persona) Commercial Partner Seller (PRM persona) Wealth Partner Seller (PRM persona) | A sales representative in partner organizations selling products of
the parent organization for the following market segments:
|
Retail Partner Seller Manager (Partner Relationship Management (PRM) persona) SMB Partner Seller Manager (PRM persona) Commercial Partner Seller Manager (PRM persona) Wealth Partner Seller Manager (PRM persona) | A sales manager in partner organizations managing partner sellers for
the following market segments:
|
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