Enabling application features
Use the Administration page in the User Portal to enable features in Pega Sales Automation.
Some features do not require additional configuration steps and are considered within the minimum loveable product (MLP) product implementation, for example, health bot, forecast, lead routing, opportunity splits, and relationship intelligence. Some features require additional steps and that is why are considered for the advanced product implementation, for example, artificial intelligence, Partner Relationship Management, or CRM mode.
For more information about the MLP implementation, see MLP checklist.
To implement the product by using the Application Guides, in the top-right corner of App Studio, click .
- In the User portal, from the Explorer panel, select Administration.
- Click on Selling mode and verify the selling mode that you specified when you created your application.
- Review the following list of available features and enable those that match your
business requirements:
To enable artificial intelligence insights, go to AI Settings, and select the desired checkboxes. You can choose from:
- Enable artificial intelligence
- Enable lead ranking
- Enable Opportunity Insights
- Enable sales coach
For more information about artificial intelligence capabilities in Pega Sales Automation, see Increase sales with artificial intelligence capabilities.
- To expose organization health and opportunity engagement snapshot analytics, enable the Health bot: go to HealthBot Settings, and then select the Enable health bot check box.
- To predict the sales cycle using unweighted, weighted and AI-powered predictive
forecasts by category, quarter, and territory, enable forecasts. To do that, go to
Forecast Settings and select the Enable
forecast checkbox. Enter the threshold value percentage for variance
between weighted and predictive forecast.
For more information, see Using forecast management.
To use the account and territory planning tools and visualize product penetration levels, enable engagement maps. To do that, go to Toggle Settings, and then select the Engagement maps checkbox.
For more information, see Using the engagement map.
To see the suggested content based on context and article sharing with prospects and customers, enable Knowledge Management. To do that, go to Toggle Settings, and then select the Knowledge management checkbox.
For more information, see Connecting to Pega Knowledge.
If your organization works with external agencies, resellers, and sales partners to sell your products, enable partner relationship management. To do that, go to PRM Settings, and then select the Partner relationship management (PRM) checkbox.
For more information, see Pega Sales Automation entities.
- To enable channel managers to allocate and track market development funds to partners, enable Market development funds. To do that, go to PRM Settings, select the Partner relationship management (PRM) and the Market development fund (MDF) checkbox.
- To enable partners to define and track their own secure, private fields and field
values, enable private data for partner relationship management. To do that, go to
PRM Settings, select the Partner relationship
management (PRM) and the Private data for partner relationship
management checkbox.
For more information, see Configuring the private data feature.
To enable the household object for tracking all members of a household, enable the household data type. To do that, go to Toggle Settings, and then select the Enable households checkbox.
To integrate with Pega Call, go to Toggle Settings, and then select the Enable CTI checkbox (Computer Telephony Integration).
For more information, see Connecting to Pega Call.
If you use the forecast management feature, enable qualitative forecasting. To do that, go to Close Plans Settings, and then select the Enable close plans checkbox.
For more information, see Using Close plans.
To use Gmail Chrome extension or to activate geolocation services using Google Maps, integrate with Google. To do that, go to Google Integration, select the authentication type in the Gmail auth type and provide your Google client ID.
For more information, see Using the Address Map control and Connect to Gmail by using the Chrome extension.
To enable the Dun and Bradstreet Direct 2.0 Data connector so that you can stream and integrate D&B Data using the D&B Direct API, go to Toggle Settings, and then select the Enable DnB checkbox.
For more information, see Connecting to the Hoover's Dun & Bradstreet Direct 2.0 Data connector.
- To enable the automatic lead routing to assign incoming leads, manually created leads, and existing leads (that have automatic routing selected), go to Toggle Settings, and then select the Enable lead routing checkbox.
- To enable sales representatives to share revenue from an opportunity with other
team members, go to Toggle Settings, and then select the Enable
opportunity splits checkbox.
For more information, see Configuring opportunity splits.
- To enable actionable messages in task due notifications, go to
Actionable Messages, and then select the Enable actionable
messages checkbox.
For more information, see Integrating Pega Sales Automation with Microsoft Outlook actionable messages.
- To enable sales representatives to share their calendar with others, go to Toggle Settings, and then select the Enable calendar share checkbox.
- To track the progress of your work and maintain the compliance of your cases, go
to Toggle Settings, and then select the Enable fieldlevel
audit checkbox.
For more information, see Configuring field-level auditing.
- To view suggested contacts, go to Toggle Settings, and then select the Enable suggested contacts checkbox.
- To see the selling strengths of sales representatives, go to
Relationship Intelligence Settings, and then select the
Enable relationship intelligence checkbox.
For more information, see Configuring relationship intelligence.
- To enable moving opportunities from one stage to another in the stage view of the Opportunity case type, go to Toggle Settings, and then select the Enable drag drop checkbox. This check box is enabled by default.
- To enable renewals management that allows you to track contract expiry dates and
search won opportunities, go to Renewal Settings, and then select
the Enable renewal checkbox. This check box is not present in
Pega Sales Automation for Insurance and Pega Sales Automation for Healthcare applications - the
renewals are enabled there out-of-the-box.
For more information, see Renewals.
- To capture signatures on the screen by using the Signature Capture control, go to
Toggle Settings, and then select the Electronic
signature checkbox.
For more information, see Using the Signature Capture control.
- To request signatures by using DocuSign, go to DocuSign
Integration, and then select the Enable digital
signature checkbox.
For more information, see Configuring DocuSign.
- To use File Listener to import large volumes of data, configure the
FileListener Settings section.
For more information, see Importing large amounts of data by using the data import File Listener.
- If you use bulk email, you can enter the maximum number of recipients per email
and enable daily limits for bulk email. To do that, go to Microsoft
Integrations and select the Enable limit system for bulk
email checkbox and configure the Max number of recipients per
email and Max number of emails per account per day
fields.
For more information, see Configuring bulk email.
- To integrate with Microsoft Power BI, go to PowerBI Settings, select the Microsoft Power BI Integration checkbox, and enter the name of the workspace into the Power BI Workspace field. For more information, see Integration with Microsoft Power BI.
- To integrate with Cisco Webex, go to Microsoft
Integrations, and select the Webex integration
checkbox.
For more information, see Connecting to Cisco Webex.
- To integrate with ON24 Platform and allow the system to generate leads based on
the configured behavior, go to ON24 Integration and select the
ON24 integration checkbox, and then enter additional access
details.
For more information, see Configuring ON24 Platform integration.
- To enable LinkedIn Sales Navigator, go to LinkedIn
Integration (Cloud or On-Prem, depending on your solution).
For more information, see Connecting to LinkedIn Sales Navigator on the premises or Connecting to LinkedIn Sales Navigator on Pega Cloud.
- Click on Save.
- Review the following list of features available in Dev Studio
and enable those that match your business requirements:
- To enable workforce intelligence so you can coach sales teams based on insights captured by workforce intelligence and robotics, search for the PegaCRM-WFI EnableWFI dynamic system setting (DSS), and set it to true.
- To enable the pre-integrated Pega Customer Relationship Management features,
search for the CRMModeDeployment DSS to
true.
For more information about CRM, see Configuring your applications to support CRM.
- To activate geolocation services using Google Maps, search for the
EnableGeoLocation DSS and set it to true.
Then search for the uiengine/map/googleapikey DSS and enter your
Google Maps API key.
For more information, see Using the Address Map control.
- To activate the Pega Customer Decision Hub next best offers, search for the
EnableNBSalesContactsQuadrant DSS and set it to
true. Then search for the ConnectMKTURL
DSS and enter the URL for your Pega Customer Decision Hub implementation.
For more information, see Implementing Pega Customer Decision Hub features.
- Click on Save.
Previous topic Creating your Pega Sales Automation implementation application Next topic Set up your sales team structure