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Article
Apr 15, 2019

Artificial intelligence insights predict both the probability of and the date when an opportunity moves to the next stage or closes. Predictions based on artificial intelligence can help sales representatives to proactively assess risks on deals in the pipeline. Before using artificial intelligence…

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

The Pega Sales Automation™ application uses decisioning capabilities to provide predictive lead scores for lead ranking. The lead score predicts how likely it is that a lead will turn into an opportunity. This helps to focus on the most promising leads to maximize sales. For information about this…

Article
Apr 9, 2019

Pega Sales Automation™ uses decisioning capabilities to provide predictive insights for opportunities. The application provides the following predictions: Probability to move to next stage Win probability Close date Opportunity insights are displayed in the opportunity record for each opportunity.…

Article
Apr 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
Apr 1, 2019

This article provides a data dictionary for the Pega Sales Automation for Financial Services™ application, describing the structure of the database as well as the relationships between its elements. In Dev Studio, use the Data Visualizer tool to display a visual depiction of the relationships…

Article
Apr 1, 2019

The Pega Sales Automation™ application uses built-in decisioning capabilities to provide managers with insights about how sales representatives perform during their 90-day probation period. During the first 90 days, the adaptive models analyze data about the sales representatives including their…