Integrating Pega Sales Automation with Microsoft Outlook

Integrating Pega Sales Automation with Microsoft Outlook

Overview

Pega Sales Automation integrates seamlessly with Microsoft Outlook through the use of an add-in that provides a Sales Automation side panel. The add-in allows users to send email and track conversations related to their sales from within Outlook.

Sales managers and sales representatives can improve overall productivity by managing Sales Automation-related information — including contacts, leads, and opportunities — from the Pega Sales Automation Side Panel within Microsoft Outlook.

Installation

The Pega Sales Automation Side Panel comes as a Pega 7 portal that is embedded into Outlook. The side panel gives you the ability to access your Sales Automation data from within Outlook and provides context-related information based on the messages you are reading.

  • To install the add-in, browse the installation media to locate the file Install/Optional/PegaSalesAutomationOutlook2010AddIn.
  • For more information, refer to the Pega Sales Automation 7.14 Integrating Outlook tech note, available from the Pega Sales Automation product page.

When the Pega Sales Automation Outlook 2010 add-in has been installed, the Pega Side Panel is listed under the Outlook Add-Ins tab.

Features

This video, Using Pega Sales Automation with Microsoft Outlook, provides an overview of the features available with the Pega Sales automation Outlook 2010 add-in. The features include:

  • Render Pega Sales Automation data in Outlook
  • Synchronize Outlook data with Pega Sales Automation
  • Create Pega Sales Automation work objects from Outlook
  • Search Sales Automation data from Outlook
  • Synchronize Outlook Calendar appointments with Pega Sales Automation
  • Use a Pega Sales Automation Email Listener mailbox

 

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