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Pega Sales Automation design patterns

Updated on February 8, 2023

The design patterns provided here are knowledge assets that explain how to address common implementation patterns using Pega Platform™ and Pega Sales Automation™ capabilities.

Design patternSales Automation version
Best practices for implementing high-performing Pega Sales Automation applications (pdf)8.1 and later
Best practices for importing data in Pega Sales Automation (pdf)8.4 and later
Configuring Pega Sales Automation as a master system of record (pdf)8.5 and later
Improving Sales rep productivity by integrating Pega Sales Automation with Gmail extension8.5 and later
Improving Sales rep productivity by integrating Pega Sales Automation with the Outlook Add-in (pdf)8.5 and later
Improving sales rep productivity in Pega Sales Automation by analyzing email conversations 8.5 and later
Lead routing in Sales Automation8.5 and later
Motivate and coach your sales reps by setting and tracking their goals8.5 and later
Setting up customers in Pega Sales Automation for B2B selling modes 7.1.1 and later
Setting up customers in Pega Sales Automation for B2C selling modes (pdf)7.1.1 and later

 

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