Pega Sales Automation logo

Pega Sales Automation

by Pegasystems · Since 1983
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ActiveAvailable globallyCloud
Quick facts
VendorPegasystems
Year launched1983
StatusActive
LocationCorporate Headquarters Waltham, MA 225 Wyman Street Waltham, MA 02451 U.S.A.
Countries servedGlobal
Languages7
Integrations1+
Free tierN/A
Free trialYES
Contact salesYES

About Pega Sales Automation

Pega Sales Automation is a sales software platform from Pegasystems that helps organizations manage their sales processes. It combines AI-driven insights, lead and opportunity management, and sales performance analytics so teams can make informed decisions. This software simplifies the sales cycle by providing predictive analytics and real-time visibility into sales activities. Additionally, it supports integration with other systems to ensure data consistency. Key capabilities: AI-driven insights Lead management Opportunity tracking Performance analytics Integration support Best for: sales teams that need to improve their sales effectiveness and data management.

Pega Sales Automation by Pegasystems is a powerful sales force automation software designed to optimize the efficiency of sales organizations at every stage of the sales lifecycle. It combines artificial intelligence and digital process automation to streamline forecasting, opportunity management, lead assignment, and territory and quota assignments across multiple geographies and sales teams. The software provides AI-based guidance, process automation from lead to fulfillment, and flexibility to adapt sales processes dynamically. With integrated call telephony, email, mobile app, and social collaboration features, Pega Sales Automation enhances productivity and engagement for sales representatives and managers alike. The user interface of Pega Sales Automation is designed to be intuitive and user-friendly, ensuring that sales teams can navigate the platform with ease. The system pairs fields automatically with optimal out-of-the-box controls, improving the process of maintaining and updating applications. The UI elements include autocomplete controls, charts, checkboxes, drop-down lists, rich-text editors, and text input fields, making data entry and visualization seamless. The mobile application further enhances accessibility, allowing sales representatives to manage leads, track opportunities, and engage with clients on the go.

Pros & Cons

Pros
  • 1. Good software to manage all my project's tasks and workflow.
Cons
  • 1. Lack of mobile functionality for on-the-go sales teams

Features

Key features

1. AI-Powered Sales Automation

This is a core differentiator, leveraging artificial intelligence to help sales teams sell smarter, exceed quotas, and simplify sales management by identifying profitable leads and suggesting next best actions.

2. Machine Learning and RPA Integration

The software utilizes machine learning, AI, and Robotic Process Automation (RPA) to automate tasks like identifying profitable leads and drafting proposals, signifying a comprehensive approach to efficiency.

3. Dynamic Opportunity Management

It eliminates complexity in managing sales opportunities, streamlining the process from prospecting to lead tracking through end-to-end automation.

4. Guided Selling and Next Best Actions

The platform empowers better sales practices by providing guided selling insights and suggesting "next best actions," likely based on AI analysis of customer interactions and sales data.

5. Scalable and Flexible Architecture

The software is designed with an adaptable architecture that can adjust to evolving sales trends and changing sales goals, ensuring long-term utility and responsiveness.

Additional features

1. Sales Process Streamlining

Helps businesses streamline sales workflows to improve operational efficiency and the bottom line.

2. Administrative Task Automation

Automates administrative tasks like lead tracking, CRM, and other manual processes.

3. Lead Tracking

A specific administrative task that is automated to free up sales reps.

4. CRM (Customer Relationship Management)

An integrated or automated aspect for managing customer information.

5. Operational Efficiency Improvement

A primary goal and outcome of using the software.

6. Revenue Optimization

Helps unlock hidden revenue by identifying the best opportunities.

7. Sales Performance Optimization

Allows users to observe and adapt to changes in forecasts, account engagement, and overall sales numbers.

8. Customer Needs Anticipation

Predicts and acts on moments of opportunity for greater close rates.

9. Efficient Marketing and Communications

Contributes to seamless customer experiences.

10. Core Sales Process Simplification

Eliminates complexity in sales processes.

11. End-to-End Automation

Provides automation for prospecting, lead tracking, and more.

12. Opportunity Insights

Provides valuable information regarding sales opportunities.

13. Next Best Actions

Suggests optimal steps for sales representatives to take.

14. Guided Selling

Provides a structured approach to sales interactions, likely with prompts and recommendations.

15. AI Tools for Sales Practices

Leverages artificial intelligence to enhance and improve sales methodologies.

16. Proposal Drafting

Automates or assists in the creation of sales proposals.

17. Adaptable Architecture

The system's architecture can adjust to trends and changing sales goals.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
7
Interface languages
13
Billing currencies

Interface languages

EnglishFrançaisDeutschItaliano日本語PortuguêsEspañol

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇸🇬SGD🇲🇽MXN🇧🇷BRL🇷🇺RUB

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