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Pega Sales Automation 8.3 next-best-action architecture

Pega Sales Automation™ uses Pega's Customer Decision Hub and Decision Management capabilities to identify the next best action for every opportunity in the application. To fully understand the architecture of the Pega's Next Best Action capability, review the following sections:

To increase performance of the Next best action widget, instead of calculating next best actions immediately, the system architecture has been changed to calculate and store next best actions in the NextBestActions data set first, and then display the next best actions from that data set. To support this improvement, the UsePreloadedNBA dynamic system setting is, by default, set to true, and the GenerateNBA job scheduler, runs every day at noon local time.

Ruleset and class

Pega Sales Automation next best action uses the SA-Artifacts ruleset. The SA-SR class (Sales Automation–Strategy Results) is the foundation for the entire Pega Sales Automation next-best-action structure. This class has direct pattern inheritance from Data-pxStrategyResults.

Pega Sales Automation next best action uses the NextBestActions data set of the PegaCRM-Data-NextBestActions class to store next best actions. The PegaCRM-Data-NextBestActions class is the main class for storing next best actions.

Business issue, business group, and propositions

The SANBAIssue business issue contains related business groups and propositions for Pega Sales Automation Next Best Action.

Properties

Depending on the UsePreloadedNBA property setting, the next-best-action architecture varies.

When the UsePreloadedNBA property is set to false, the NBAForSalesRepOpp page list property includes the results of decision strategies and populates the repeating grid of the NBASalesRepOpp section of an opportunity. This page list is populated by the NBASalesRepOpp activity.

When the UsePreloadedNBA property is set to true, you can configure most of the next best actions to display daily. These actions are maintained by using the dynamic class representation (DCR) in the crmAppExtModel data transform. The following are the next-best-action properties:

  • NBA_InitialOutReach
  • NBA_InactiveDays
  • NBA_OppFollowUpDays
  • NBA_OrgTrendDays
  • NBA_ContactInactiveDays
  • NBA_Interactions
  • NBA_TopActionsLimit

Activities

Depending on the UsePreloadedNBA property setting, the next-best-action architecture varies.

When the UsePreloadedNBA is set to false, Pega Sales Automation Next Best Action uses the following activities:

  • NBASalesRepOpp – Uses the opportunity ID as an input parameter and populates the next best actions in the NBAForSalesRepOpp property. The activity opens an opportunity in the GivenSAOpp page, which acts as the parent for the entire next-best-action data model for the activity. The activity then populates the accounts, leads, contacts, households, competitors, and contacts related to the organization to create a tree structure of pages.
  • CaptureTopActions – Stores the next-best-action interaction response in the interaction history.
  • GetNextBestAction – Populates the D_opportunitiesNextBestAction data page, which populates the Next best actions widget on the sales representative's dashboard. The activity runs the DisplaysAListOfOpportunitiesForNBA report definition, and for each opportunity, it calls the NBASalesRepOpp activity to get the top actions for that opportunity. The activity stops when it reaches ten actions.

When the UsePreloadedNBA property is set to true, Pega Sales Automation Next Best Action uses the following activities:

  • GenerateNextBestActions – Runs based on the GenerateNBA job scheduler and populates next best actions into the data set.
  • PreloadedNBA_Dashboard – Populates the D_opportunitiesNextBestAction data page, which populates the Next best actions widget on the sales representative's dashboard.
  • CaptureTopActions – Stores the next-best-action interaction response in the interaction history.
  • GenerateNBAonChangeOwner – Generates lead-related next best actions when the owner of the lead changes.
  • RemoveWORelatedNBA – This activity is a part of the tasks, activities, and appointments creation flows and runs while creating these items. This activity calls another activity, for example, RemoveRelatedWONBA, RemoveRelatedWONBA_Opp, and RemoveRelatedWONBA_Contact to remove leads, opportunities, and contacts-related next best actions when tasks or activities or appointment are created.
  • crmLinkPegaCPMObject – Includes the RemoveRelatedWONBA, RemoveRelatedWONBA_Opp, and RemoveRelatedWONBA_Contact activities to remove leads, opportunities, and contacts-related next best actions when an email or an appointment is associated with any of these work objects.
  • InteractionsWithProspects – Used to generate the interaction next best actions, called in the GenerateNextBestActions activity.

Report definitions

Depending on the UsePreloadedNBA property setting, the next-best-action architecture varies.

When the UsePreloadedNBA property is set to false, the NBASalesRepOpp activity uses the following report definitions to populate the GivenSAOpp page:

  • ContactsRelatedToOrganizaton – Shows contacts related to an organization.
  • LastActivityByOrg – Shows the last activity that was performed by an organization.
  • ActiveHouseholdMembersForAllHouseHoldsLinkedWithContact – Shows a list of active contacts for the primary contact's households for the current opportunity.
  • DisplaysAListOfOpportunitiesForNBA – Shows a list of opportunities that were closed in the current quarter and those that were closed more than a year ago.

When the UsePreloadedNBA is set to true, Pega Sales Automation Next Best Action uses the following report definitions:

  • crmAllLeadsList – Lists all unresolved leads and next best action data flows associated with leads.
  • EmailRecipients – Lists all email addresses of prospects with whom sales representatives exchanged emails in the last x days.
  • AppointmentEmailRecipients – Lists email addresses of prospects with whom sales representatives scheduled appointments in the last x days.
  • GetLatestCP – Lists the latest close plan update datetime of an opportunity in the last x days.
  • AppointmentsCreatedorScheduledFromGivenDateTime – Lists appointments that are scheduled for a given date.
  • EmailsRelatedToWO – Lists emails that are created after a particular date.
  • crmOpportunitiesRelatedToOrganization – Lists opportunities related to a given organization.
  • GetOrgContMatrixHeaderList – Lists contact management levels defined in Pega Sales Automation.
  • ContactsbyOrgAndMgmtLevel – Lists contacts of a given organization with a given management level list.
  • CrmGetAllEventsCountForOrg – Lists the event names for a given time period for a given organization.

Data flows

Depending on the UsePreloadedNBA property setting, the next-best-action architecture varies.

When the UsePreloadedNBA propaerty is set to false, the NBASalesRepOpp activity uses the following data flows:

  • BuildOpportunitySpine – Shows a list of contacts, products, and competitors for an opportunity.
  • NBASalesRepOpp – Runs the parent NextBestActionsForSalesRep decision strategy.

When the UsePreloadedNBA is set to true, the GenerateNextBestActions activity uses following data flows:

  • LoadNBAForAllOpps – Loads all opportunities and inserts a related next best action into the NextBestActions data set.
  • LoadNBAForAllLeads – Loads all leads and inserts a related next best action into the NextBestActions data set.
  • LoadNBAForAllContacts – Loads all the contacts and inserts a related next best action into the NextBestActions data set.
  • LoadNBAForAllOrg – Loads all the organizations and inserts a related next best action into the NextBestActions data set.
  • InteractionsWithProspects – Loads all the email addresses and inserts a related next best action into the NextBestActions data set.

Strategies and substrategies

Depending on the UsePreloadedNBA property setting, the next-best-action architecture varies.

When the UsePreloadedNBA property is set to false, Pega Sales Automation Next Best Action uses the following strategies:

  • NextBestActionsForSalesRep – This strategy is the parent strategy. It uses the GivenSAOpp page and has multiple substrategies. In this strategy, the results from substrategies are grouped and ranked in priority order in the Top 3 Actions component. This component provides the top three actions and the top action to the Results component. The top three actions are displayed in the opportunity, and the top action is displayed in the Next best actions widget on the sales representative's dashboard.
  • Substrategies – Evaluates a specific condition and generates an action for all the substrategies within the parent strategy. Substrategies evaluate the appropriate pagelist in the data structure, generate actions, and filter out actions that have been completed and stored in decision history (.pyOutcome !=”Clicked”) by the CaptureTopAction activity. The Proposition filter filters out unwanted and unqualified actions by using When rules. The Set Property component populates the following properties for Pega Sales Automation Next Best Action:
    • OpportunityCompetitorStrategy
    • HouseholdMemberStrategy
    • OpportunityContactStrategy
    • ContactRecentLeadStrategy
    • OpportunityProductStrategy
    • ServiceActionStrategy
    • OrganizationContactStrategy

When the UsePreloadedNBA property is set to true, Pega Sales Automation Next Best Action uses the following strategies:

  • OpportunityContactNBA, OpportunityCompetitorNBA, OpportunityStrategyNBA – Filter the valid opportunity-related next best actions by using proposition filter conditions. The outcome of these strategies is stored in the NextBestActions data set.
  • LeadsFollowUpActionsStrategy – Filters the valid lead-related next best actions by using proposition filter conditions. The outcome of this strategy is stored in the NextBestActions data set.
  • ContactFollowUpStrategy, ContactMissingKeyInfoStrategy – Filter the valid contact-related next best actions by using proposition filter conditions. The outcome of this strategy is stored in the NextBestActions data set.
  • GenerateNBAForOrgActions – Filters the valid organization-related next best actions by using proposition filter conditions. The outcome of this strategy is stored in the NextBestActions data set.
  • ConvertInteractionToContact – Filters the valid email address-related next best actions by using proposition filter conditions. The outcome of this strategy is stored in the NextBestActions data set.

Dashboard widget

The Dashboard_NextBestActions widget is populated by the D_OpportunitiesNextBestAction data page.

Data page

Depending on the UsePreloadedNBA property setting, the next-best-action architecture varies.

When the UsePreloadedNBA property is set to false, the D_OpportunitiesNextBestAction data page populates the next best actions dashboard widget by calling the GetNextBestAction activity.

When the UsePreloadedNBA property is set to true, the D_OpportunitiesNextBestAction data page populates the Next best actions dashboard widget by calling the PreloadedNBA_Dashboard activity. This activity calls the D_GetPropositions data page to group the next best actions and populate the next best actions list.

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