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Article
Apr 9, 2019

Artificial intelligence in Pega Sales Automation™ helps you to proactively assess risks on deals in the pipeline, coach newly recruited sales representatives, and identify leads that have a high probability to be converted to opportunities. Before using artificial intelligence insights with Pega…

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™ 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 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 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 25, 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…