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Article

Sep 30, 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

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 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

Pega Sales Automation™ includes a sample application package that you can use to demonstrate the application's features. If you are using the Pega Sales Automation mobile app, you can use optical character recognition (OCR) technology to scan a business card and create a contact in the Pega…

Article

Aug 9, 2019

Pega Sales Automation™ includes a sample application that you can use to demonstrate the application's features. You can use Pega Web Mashup with Pega Sales Automation to expose a section as a form on a customer-facing website to generate leads in the application. Sample Pega Web Mashup rules…

Article

Aug 9, 2019

Pega Sales Automation™ includes a sample data package that you can use to demonstrate the application's features. The sample data package consists of a sales manager, Sarah Kendall, and her ten direct reportees as sales representatives. It also includes the following data types and tools:…

Article

Aug 8, 2019

Synchronize Pega Sales Automation™ with Microsoft Outlook and Microsoft Exchange to maximize your selling time and keep up to date with your inbox. With the Outlook add-in, your emails are synced back to Pega Sales Automation so you can track activities and analyze incoming data. The Outlook add-in…

Article

Jul 22, 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. To fully understand the architecture of the Pega's Next Best Action capability, review the following sections: Ruleset…

Article

Jul 4, 2019

When you configure next-best-action strategies for Pega Sales Automation, you can display the Next best actions widget on your sales representative's dashboards. The widget displays the top ten (ranked) actions for the sales representative. Each action includes a tooltip that displays the…