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Understand personas and their actions

In Pega Sales Automation for Financial Services, apart from the main Pega Sales Automation personas, you can also use industry-specific personas.

The table below describes the industry-specific personas that Pega Sales Automation for Financial Services includes by default.

Persona type Description

Retail Sales Ops

SMB Sales Ops

Commercial Sales Ops

Wealth Sales Ops

Works within the boundaries defined by the territories that it is assigned to. Supports sales teams by managing territories, users, and administrating data within the assigned territory. Applicable to the following market segments:
  • Retail
  • Small/medium business (SMB)
  • Commercial
  • Wealth

Retail Sales Manager

SMB Sales Manager

Commercial Sales Manager

Wealth Sales Manager

Brand Manager who manages teams, monitors overall performance, and collaborates with subordinate teams within the following market segments:
  • Retail
  • Small/medium business (SMB)
  • Commercial
  • Wealth

Retail Sales Representative

SMB Sales Representative

Commercial Sales Representative

Wealth Sales Representative

Relationship Manager who manages the lead and opportunity pipeline including all communications with prospects and customers for the following market segments:
  • Retail
  • Small/medium business (SMB)
  • Commercial
  • Wealth

Channel Manager (Partner Relationship Management (PRM) persona)

Manages partners associated with the parent organization.

Retail Partner Sales Operations (PRM persona)

SMB Partner Sales Operations (PRM persona)

Commercial Partner Sales Operations (PRM persona)

Wealth Partner Sales Operations (PRM persona)

A sales operator in partner organizations creating, modifying, or removing partner sales representatives for the following market segments:
  • Retail
  • Small/medium business (SMB)
  • Commercial
  • Wealth

Retail Partner Seller (Partner Relationship Management (PRM) persona)

SMB Partner Seller (PRM persona)

Commercial Partner Seller (PRM persona)

Wealth Partner Seller (PRM persona)

A sales representative in partner organizations selling products of the parent organization for the following market segments:
  • Retail
  • Small/medium business (SMB)
  • Commercial
  • Wealth

Retail Partner Seller Manager (Partner Relationship Management (PRM) persona)

SMB Partner Seller Manager (PRM persona)

Commercial Partner Seller Manager (PRM persona)

Wealth Partner Seller Manager (PRM persona)

A sales manager in partner organizations managing partner sellers for the following market segments:
  • Retail
  • Small/medium business (SMB)
  • Commercial
  • Wealth
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