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Article

Sep 25, 2019

Before upgrading any Pega Customer Relationship Management applications, you must review important information about product changes for each release. Some product changes require user action before upgrading to ensure a successful upgrade. This article summarizes important information related to…

Article

Sep 13, 2019

You can extend the availability of the Pega Sales Automation application by implementing and distributing the application as a mobile app. The Pega Sales Automation mobile app supports most application functionality, and users can access the mobile app in both online and offline modes. The…

Article

Aug 16, 2019

In Pega Sales Automation™, some rules have been deprecated and additional columns have been added in some tables. To view the list of the deprecated and withdrawn rules, and relevant records in 8.3, see the Excel file attached at the bottom of this article. Deprecated rules in 8.1 Deprecated rules…

Article

Aug 14, 2019

Pega Sales Automation™ empowers your sales team to uncover hidden revenue, drive faster deal progression, and sell smarter – across any channel. Pega Sales Automation 8 includes the following key features: Deliver in moments of opportunity with AI-fueled Next Best Action enhancements (8.3) Boost…

Article

Aug 9, 2019

Pega Sales Automation™ applications provide a set of standard dashboard widgets that capture your sales data to give you a real-time view of the state of your business. You can customize dashboards to display the widgets that you need. When customizing dashboards, the widgets window shows a list of…

Article

Aug 9, 2019

Integrate LinkedIn Sales Navigator with Pega Sales Automation™ to help your sales representatives find new contacts with recommended leads and idebreakers, as well as connections among sales representatives and their prospects. The LinkedIn Sales Navigator widget is displayed in contacts, leads,…

Article

Aug 9, 2019

During the data import process, you might need to perform additional actions. To make sure that your data maps correctly, review the following list of the most common scenarios. Importing multiple addresses It is possible to import multiple addresses for the Organization, Account, and Contact…

Article

Aug 9, 2019

The Pega Sales Automation™ data model consists of a set of standard business objects that support the sales process. To ensure that your data import is successful, review the provided list of entities: Territory Partner Operator Time period Sales goal Organization Accounts Contact Household Lead (…

Article

Aug 9, 2019

The columns in the comma-separated values (CSV) files are mapped to fields in the Pega Sales Automation™ data model by using templates. There are default Pega Sales Automation templates and there are templates for Salesforce and Siebel data. Before starting the import, review the following best…