Skip to main content


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

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.

 

 

  • Previous topic Drive actionable outcomes with Relationship Intelligence (8.5)
  • Next topic Sell anywhere with Pega's enhanced Sales Automation mobile app (8.4)

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.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us