Following the progression of a complex sales opportunity via lengthy email threads or disparate collaboration tools can be very challenging. It can often lead to poor visibility into what is actually happening within the sales process at an account. That is why your sales team needs an advanced messaging, social sharing, and discussion tool that centralizes communication directly into Pega Sales Automation™, where your core work is getting done. With the latest enhancements of Pulse and Spaces, your sales team is empowered to seamlessly collaborate and share knowledge within the context of sales opportunities and specific topics of interest.

• Pega Spaces for specific topics of interest
• Ability to create private messages
• Seamless mobile accessibility

Pulse notifications in Pega Sales Automation

Connect around topics of interest

Need a place where members of your sales team can converse about a specific topic or interest? Whether you are planning a webinar, scoping out competitive intelligence, or compiling insight on a new product update, Pega Spaces enables your sales teams to collaborate in a unified group environment. Sales reps can create, manage, and join Spaces that are focused on desired topics of interests. After a Space is created, your team can reference Spaces in a conversation in the same way that they tag users within your organization. By connecting people to processes and assets, Pega Spaces enables your team to come together and drive the pipeline forward.

Create private messages

The latest enhancements of Pulse allow your sales team to create private messages directly within Sales Automation instead of having to switch to email. So, if team members need to collaborate with one person or a group about a particular topic, Pulse enables them to have confidential conversations in the specific context of a sales opportunity or account.

Collaborate anywhere with mobile accessibility

Your sellers are on the go. They need a collaboration tool that works with them whether they are at their desk, on a plane, or heading to a customer meeting. With Pega’s extended mobile Sales Automation capabilities, your sales team has full access to their Pulse and Spaces feeds directly within Pega Mobile Sales Automation. Through this enhanced team productivity, your sales team is equipped with the tools that they need to dynamically contribute to conversations and accelerate your sales process.

For more information, see the "Pulse and Spaces case management enhancements" chapter of the Pega Sales Automation 8.1 Release Notes on the Pega Sales Automation product page.