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Article
Apr 12, 2019

Pega Sales Automation for Insurance provides a set of insurance-specific dashboard widgets and reports that capture your sales data to give you a real-time view of the state of your business. You can select the dashboard layout, widgets, and widget arrangement that you want to display on your…

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 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 Before you begin your configuration, ensure that the following are installed: Pega Sales Automation Adaptive…

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

Pega Sales Automation provides two add-ins that you can install and configure to integrate the application with Microsoft Outlook. Both add-ins provide real-time, context-specific insight into your Pega Sales Automation contacts, leads, opportunities, accounts, and organizations directly from…

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

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 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…

Article
Mar 27, 2019

Pega Sales Automation for Insurance includes numerous artificial intelligence-driven features. For more information, see the following articles. Activating and training Pega Sales Automation for Insurance adaptive models for artificial intelligence Pega Sales Automation for Insurance artificial…