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Pega Sales Automation
AI-powered intelligent sales automation made simpler.
OVERVIEW
Pega Sales Automation optimizes the efficiency of sales organizations at every stage in the sales lifecycle. Pega Sales Automation offers AI-based guidance, process automation from lead to fulfillment, and gives you the flexibility to adapt your sales process. With Pega, insights find your sales reps and sales managers; you can quickly standardize the sales process, and provide management with insights across business units, products, team members, accounts, and channels.
Training
See latest trainings for Sales Automation in Pega Academy,
Pega’s one-stop enablement center.
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Documentation
Get recommended resources for Sales Automation
in Pega Documentation.
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Events
Sign up for upcoming Pega Community events on Sales Automation or watch past event replays on-demand.
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Videos
Browse the Video Library to watch expert-led webinars, product demos, or high-level overviews for Sales Automation.
Forecast Agent
In Pega Sales Automation™ 26, an agent runs on a landing page, not only inside a Case. Forecast Assistant answers questions about the pipeline on the Forecast view.
Build agentic worfklows in Pega Sales Automation
In Pega Sales Automation™ 26, Sales Assistant sits in the navigation pane of the user portal and stays with the seller through the work. The release adds agentic workflows such as Prepare for meeting…
What's New Infinity '26: Customer Service and Sales Automation
Pega experts give an overview of all new capabilities in Infinity '26 for Customer Service and Sales Automation.
