Leverage the power of AI and business process management
Pega uses artificial intelligence and machine learning to identify new leads, accelerate opportunity progression, generate net new sales from existing clients, and improve close probability. The workflow engine helps sellers fulfill requests, nurture prospects, and complete required activities even with external systems. Take advantage of Pega’s best-practice sales processes or configure to meet your own needs.
Support direct and partner teams
In one environment you can establish B2C, B2B, or partner sales steps and receive rolled up information on these activities. The AI and workflow engines then gather data from these steps and suggests ways to optimize sales while ensuring that required steps are completed.
With products, pricing, regulations, channels, and competition changing at a breakneck pace, it’s time to reevaluate how your sales automation system is supporting—or slowing down—your business.
Forecast and rollup the sales pipeline by category, quarter and territory on mobile, tablet or desktop.
Sales dashboards and reporting
Interactive dashboards enable reps and managers to make smarter decisions and spot trends in real time.