Pega Sales Automation Implementation Guide
Pega Sales Automation truly automates the sales cycle—leading to more sales, improved rep effectiveness, and better customer relationships. With Pega Sales Automation, you can standardize and optimize the sales process across multiple business units, products, team members, territories, accounts, and channels, and dynamically adapt to each specialized circumstance.
For information about application features and configuration, see the following topics:
- Getting started
- Set up your sales team structure
- Configure the sales process
- Configure the User portal
- Import your data
- Sell everywhere with the mobile app
- Connect to Outlook add-in or Gmail
- Connect to Pega applications
- Connect to LinkedIn Sales Navigator
- Manage email and calendar
- Improve collaboration with partners by using Partner Relationship Management
- Increase sales with artificial intelligence capabilities
- Test and deploy application changes
- Additional sales ops functions
- Additional information
Next topic Getting started