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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

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™ applications provide a set of standard reports that capture your sales data to give you a real-time view of the state of your business. In addition to the provided reports, you can create your own reports to analyze the data that is most important to your organization. For…

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

Jul 15, 2019

Pega Sales Automation for Financial Services™ includes numerous artificial intelligence (AI) features to help you to personalize your sales offers. Some of these features are directly inherited from Pega Sales Automation™, but descriptions and configuration steps are the same. Review the following…

Article

Jun 17, 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

Jun 5, 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

May 30, 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…

Article

May 30, 2019

Pega Sales Automation™ uses decisioning capabilities to provide predictive insights for opportunities. Opportunity insights are displayed in the opportunity record for each opportunity. The Opportunity insights widget is dynamic and responds to changes, such as stage changes and changes in customer…

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…