Name: Pega Sales Automation
Rating: 8 (3 reviews)
Author: Pegasystems

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Classroom Management

Education

Business Intelligence (BI)

Calendar

Collaboration

Communications Platform as a Service (CPaaS)

Org Chart

Visual Collaboration

Workspace Planning

Enterprise

Accounting

Digital Banking

Financial Planning and Analysis (FP&A)

Loan Origination

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Browser

Bug Bounty

Cloud Storage

Composable Infrastructure

Data Center Infrastructure Management

Deception Technology

Enterprise Architecture Management

Fraud Detection

Industrial IoT

Integration Platform as a Service (iPaaS)

MLOps

Machine Learning

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

SQL Server Performance Monitoring

Security Awareness Training

Service Desk Outsourcing

Smart Contracts

Software Defined Networking (SDN)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Demand-Side

Digital Analytics

Email Marketing

Event Registration

Grant Management Software

Market Research

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Usability Testing

Video Marketing

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Multichannel Retail

Sales Email Tracking

Sales

Cloud-Native Application Protection Platforms

Security

Dealer Management

Medical Scheduling

Real Estate

Rental Property Management

Utilities

Vertical-Specific

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Users have found that Pega Sales Automation addresses several key business challenges, streamlining the sales process and improving customer relationships. The platform's automation capabilities eliminate the need for manual data consumption, saving users valuable time and allowing them to focus on more strategic tasks. Additionally, the integration of Robotic Automation reduces manual effort and enhances the user experience by simplifying client management.

The AI capabilities of Pega Sales Automation have proven highly effective in targeting customers based on their specific requirements. By analyzing customer data, the tool can provide valuable insights to improve sales strategies and nurture customer relationships. Users appreciate the ease of accessing past calls and understanding the sales process cycle, as it provides a summary via email, enabling them to better comprehend the history and formalize it.

Furthermore, Pega Sales Automation eliminates the manual effort required to create dashboards, saving users substantial time. Its attention to detail and accuracy in data cuts offer insightful analysis for informed decision-making. The tool's automation capabilities are particularly useful for completing repetitive tasks effortlessly, allowing users to automate processes and rely on the system to handle them efficiently.

Overall, Pega Sales Automation solves major business problems related to data management, customer targeting, efficiency, and accuracy. It empowers users to make more informed decisions, improve sales performance, and enhance customer relationship management effectively.

Adaptability and Automation: Many users have found Pega Sales Automation to be a helpful tool that adapts instantly to their specific sales process, making the processing of client information intuitive and easy. The automation features eliminate the need for manual data analysis and input, saving users a significant amount of time and effort.

Data Visualization and Analytics: Users appreciate the great data visualization tools and analytics features within Pega Sales Automation. These features provide deeper insights about market requirements, helping users make informed business decisions. 

User-Friendly Interface: The simplicity and intuitiveness of the user interface in Pega Sales Automation have been widely praised by reviewers. It is easy to navigate through the application and dive into the details of each dealer. This user-friendly design enhances efficiency for sales teams using the software.

Unintuitive User Interface: Several users have found Pega Sales Automation to be unintuitive, especially for new users. Training is required for users to understand how to use the software effectively and navigate its features.

Performance Issues: Some users have experienced difficulties in opening PEGA, leading to slowdowns for their teams. Additionally, the software can be slow at times, impacting the overall user experience.

High Cost: Users feel that the cost of Pega Sales Automation is high and would appreciate the possibility of discounts or more competitive pricing options. They perceive it as an expense that may not provide commensurate value for their investment.

Pega Sales Automation offers built-in artificial intelligence (AI) and insights that direct sellers with real-time offers, suggested actions, content, and valuable insights on how to build and progress pipeline across accounts.

Pega Platform is a combined business process management and robotic process automation (RPA) platform with advanced workforce analytics from Pegasystems.

Low-code Factory Edition

Standard Edition

Enterprise Edition

Free Forever

CRM Bundle

HubSpot CRM

Pega Sales Automation

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Configuring Pega Sales Automation

How to Install Pega 8.5 CRM and Sales Automation in Personal Edition

Pegasystems develops strategic applications for sales, marketing, service and operations. Pega’s applications streamline critical business operations, connect enterprises to their customers seamlessly in real-time across channels, and adapt to meet rapidly changing requirements. Pega’s Global 2000 customers include many of world’s most sophisticated and successful enterprises. Pega’s applications, available on-premises or in the cloud, are built on its unified Pega 7 platform, which uses visual tools to easily extend and change applications to meet clients’ strategic business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Pega Sales Automation

Overview

What is Pega Sales Automation?