To make use of Customer Relationship Management solutions, such as local campaigns, complete the following tasks:

• Adding the PegaMarketingFS-CRM ruleset

  Add the PegaMarketingFS-CRM ruleset to your application to make use of the Customer Relationship Management solution. The ruleset is shipped in the media but is not included in the Pega Customer Decision Hub for Financial Services application rule.

• Loading customer records

  Load your Sales Automation contacts into your marketing customer table by running the data flow rules that are part of the PegaMarketingFS-CRM ruleset.

• Configuring services and connectors

  Configure services and connectors in your Pega Customer Service for Financial Services application to ensure successful integration with Pega Customer Decision Hub for Financial Services.

• Configuring real-time containers

  Configure real-time containers to make use of decisioning functionalities and implement the Customer Relationship Management solution in Pega Customer Decision Hub for Financial Services.

• Enabling offers for local campaigns

  Offer rules can be made available to Pega Sales Automation for Financial Services through local campaigns. Local campaigns utilize Pega Field Marketing to allow for running marketing campaigns from a non-marketing application.