Synchronize Pega Sales Automation with Microsoft Outlook and Microsoft Exchange to maximize your selling time and keep up to date with your inbox. With the Outlook add-in, your emails are synced back to Pega Sales Automation so that you can track activities and analyze incoming data. The Outlook add-in analyzes the sentiment of received emails and then suggests appropriate actions. You can create contacts, leads, and opportunities more effectively, and access all of your data, all without having to leave Outlook. You can also use pre-configured templates to quickly create new emails.
To integrate Pega Sales Automation with Microsoft Outlook or Gmail, see:
- Integrating with Microsoft Outlook by using the Pega for Outlook Office add-in
- Integrating with Gmail by using the Chrome extension