Pega Sales Automation for Financial Services

Pega Sales Automation for Financial Services optimizes the efficiency and effectiveness of your entire sales organization at every stage in the sales lifecycle.


Learn and achieve with our learning library.

Learn to use built-in artificial intelligence (AI) capabilities to identify the best leads, opportunities, and personalized Next-Best-Actions for each sales representative in real-time.

In this mission, you learn about cases and data in a Pega Sales Automation™. Upon completion, you can create a Pega Sales Automation application, populate the application with data, and configure and customize the application for your sales organization.