Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Introduction to Pega Sales Automation

Updated on May 10, 2021

Pega Sales Automation optimizes sales performance, anticipates customer needs, and simplifies the core sales process. By using Pega Sales Automation, you gain intelligent, real-time sales guidance, process automation from lead to fulfillment, and the agility to quickly adapt existing sales processes to keep up with changes in the market.

Pega Sales Automation Implementation Guide

The Pega Sales Automation application has the following key capabilities:

AI-guided selling via Artificial IntelligenceThrough a blend of predictive analytics, automated decisioning and business rules that you can configure, the application systematically recommends the next best action to take or offer to make, and proactively drives these insights to sales reps throughout the sales cycle.
Email and calendar integrationIntegration with Microsoft Exchange enables sales managers and sales reps to synchronize their Microsoft Exchange emails with Pega Sales Automation. With email integration, not only can sellers act on this shared information as a team, but also use sales automation to gain sales guidance from each email. Bi-directional calendar sync with Microsoft Exchange gives sales managers and sales reps the ability to manage calendar appointments across sales teams, customers, prospects, and subject matter experts directly from within Pega Sales Automation, while always staying in sync with their Microsoft Exchange calendars.
Sales process managementIndustry-leading process and workflow management ensures that leads and opportunities are intelligently routed, tracked and progressed, and that you run an optimized, error-free, end-to-end sales cycle.
Reporting and forecastingDashboards and forecasts offer a real-time view into your team’s pipeline and forecasts as well as what it will take to reach your quotas. Easily modify reports to get the insights you need, exactly when and where you need them.
Mobility and collaboration Empower your teams to be productive everywhere by seamlessly delivering the sales experience on any device, including tablets and smart phones. Make use of Pulse communications to encourage sales reps and sales managers to collaborate with customers and one another.
Build and customize applications quickly Built on the Pega Platform, Pega Sales Automation allows you to manage your enterprise’s complexity, develop and change applications faster than with Java coding, and configure and run an unlimited variety of sales processes and instances on one application platform. With Pega Platform you can also maximize existing technology investments and ensure the fastest time to value, by easily integrating with legacy orchestrating systems.
Cloud or on-premisesChoose the best deployment option to most effectively manage your business. Run your applications with the confidence that Pega Sales Automation is proven to securely scale to meet the needs of the most demanding organizations.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us