Updated

Content Type

Product

Capability

Industry

Article
Apr 12, 2019

Use the Pega Sales Automation™ sample data templates as examples when creating your comma-separated values (CSV) files to ensure that the CSV file that you want to import contains the fields and values that are allowed by Pega Sales Automation and that all required fields are provided. If you find…

Article
Apr 10, 2019

Pega Sales Automation™ provides a Pega for Outlook Office add-in that you can use to integrate your application with multiple client types depending on Exchange server versions. For a list of Pega for Outlook Office add-in limitations, see Using Pega for Outlook with Pega Sales Automation . With…

Article
Apr 10, 2019

Pega Sales Automation™ provides a Pega for Outlook VSTO add-in that allows you to integrate your application with Microsoft Outlook 2010, 2013, or 2016. With the Pega for Outlook VSTO add-in, you can search, open, and display Pega Sales Automation leads, contacts, and opportunities from within…

Article
Apr 9, 2019

Artificial intelligence in Pega Sales Automation™ helps you to proactively assess risks on deals in the pipeline, coach newly recruited sales representatives, and identify leads that have a high probability to be converted to opportunities. Before using artificial intelligence insights with Pega…

Article
Apr 9, 2019

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. When you configure next-best-action strategies for Pega Sales Automation, you can display the Next Best Actions widget on…

Article
Apr 9, 2019

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. Prerequisites To use next-best-action strategies with Pega Sales Automation, the following decisioning tools and services are…

Article
Apr 9, 2019

Pega Sales Automation™ applications provide a set of standard dashboard widgets and reports that capture your sales data to give you a real-time view of the state of your business. You can customize the widgets that you want to display on your personal dashboard and you can create your own reports…

Article
Apr 9, 2019

Microsoft Exchange to Pega Sales Automation calendar integration is a background process that synchronizes your Microsoft Exchange calendar with your Pega Sales Automation calendar. You have the following options for synchronizing your calendars: Push mechanism (recommended) – The push mechanism…

Article
Apr 9, 2019

Microsoft Exchange to Pega Sales Automation calendar integration is a background process that synchronizes your Microsoft Exchange calendar with your Pega Sales Automation calendar. The push mechanism for calendar integration listens for Exchange Web Services (EWS) notifications to identify new,…

Article
Apr 9, 2019

Calendar integration is a background process that synchronizes your Microsoft Exchange calendar with your Pega Sales Automation calendar. If the calendar synchronization process fails, Pega Sales Automation sends an email notification message to the recipients that you specified when you configured…