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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 13, 2019

This article provides a data dictionary for the Pega Sales Automation for Healthcare application, which describes 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 between a…

Article

Sep 12, 2019

Pega Customer Service for Healthcare includes the core Pega Sales Automation dashboard widgets and reports and the additional reports that are listed in the following tables. Account and Contact reports Activity reports Lead reports Medicare Services reports Monitor Process reports Opportunity…

Article

Sep 12, 2019

Pega Sales Automation for Healthcare can send account enrollment details to a third-party enrollment system and receive real-time enrollment dates and status information from a third-party enrollment system. This article contains technical details for Lead System Architects who configure the…

Article

Sep 12, 2019

Pega Sales Automation for Healthcare supports account renewals as described in the following sections. Renewals features Renewals case types Renewals workflow Mapping old healthcare plans to new plans Creating Renewal Batch cases automatically Creating a Renewal Batch case from the Renewals portal…

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

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…

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 7, 2019

Pega ® Customer Service for Healthcare, Pega Sales Automation for Healthcare, and Pega Marketing are components of the Pega Customer Relationship Management for Healthcare suite of applications. The suite of applications includes the following customer relationship management features: Access to…