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Be prepared for every sales meeting with on-demand briefings (8.5)

Updated on May 3, 2021

Nailing that meeting with your customer is a reason to celebrate! But once on the calendar, it can be a time-consuming activity for your team to gather the right information, organize content, and prepare to address your customers’ unique needs.  How can you ensure that your team is equipped with the right insights that set them up for success?

By using the Prepare for a meeting capability that is now available in Pega Sales Automation 8.5, your team can enhance their meeting preparation with AI-generated on-demand briefings.

"On-demand sales meeting briefing"

On-demand sales meeting briefing

Make every meeting your best one

In today’s changing world, anticipating customer needs and being prepared for every interaction is more important than ever. Pega’s on-demand sales briefings include information on attendees, key talking points, and conversation starters that are based on insights from across your CRM systems and LinkedIn Sales Navigator. With a consolidated view into these insights, your sales team can be better prepared for any scenario that comes their way.

And regardless of where your sellers are located, briefings are easily viewed through email, your mobile application, and the Sales Automation desktop.

To learn more about the Prepare for a meeting capability, see Configuring Prepare for meeting.



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