Pega Sales Automation

Overview:

Pega CRM is a smart enterprise-level customer relationship management (CRM) tool that incorporates sales, marketing, and customer care all into one unique, single solution. Pega CRM is a product from Pegasystems. To generate insights on client encounters, it effectively provides end-to-end automation and real-time artificial intelligence capabilities. The marketing function of Pega CRM offers capabilities to identify and examine customer behavior and also recommend the best course of action and steps for each customer. It can also record and link client discussions across many channels to foresee and energize their sales trip. Within the sales pipeline, the Sales Media Manager tool of the Pega sales automation assists in the identification of potential leads and possibilities. To handle emails and plan meetings from a single interface, the system enables integration with Outlook, Gmail, and other email service providers. Pega CRM is appropriate for very large businesses that constantly handle large volumes of intricate customer inquiries. The BPM-centric, model-based design of Pega CRM makes it ideal for businesses, and it can be easily used in fields like healthcare, insurance, and financial services, which experience frequent changes in highly complex business processes. Using artificial intelligence tools, Pega CRM enables you to locate hidden revenue. 

About Pega Sales Automation:

Pega is a powerful yet potent low-code platform that offers small and medium-sized companies in the world agility and remains active so they can change with the times. You can use Pega's automation platform’s AI-powered decision-making and workflow automation features to address your most pressing business issues, such as enhancing customer engagement, automating services, and streamlining processes.  Since 1983, Pega Sales Automation has been developing its scalable and adaptable architecture, which enables businesses to concentrate on what matters while continuously transforming for the future.

Pega Sales Automation raises the efficiency and productivity of sales organizations throughout your business's entire sales lifecycle. With its AI-based guidance and process automation from lead to fulfillment, Pega Sales Automation gives you the flexibility to change your sales process as per your requirements and as needed. With Pega, you can quickly standardize your day-to-day sales process and provide management with insights spanning business units, products, team members, accounts, and channels.  Pega CRM sales automation consistently reminds or notifies you of the best options to make the most of the combination of forecasted and predicted analytics, automated decisions, and business rules that you can configure. Pega also actively communicates these insights to sales reps throughout the sales cycle. Leading-edge process and workflow management in the industry guarantee that leads and opportunities for your business line are intelligently routed, tracked, and progressed and that the entire sales cycle is optimized and error-free. Dashboards and forecasts offer your business and organization a real-time look at the pipeline, forecasts, and effort needed to meet the quota for your team. You can so quickly alter reports to obtain the insights you require, precisely when and where you require them. Pega offers your teams the tools they need to be productive anywhere by seamlessly delivering the sales experience on all gadgets, including tablets and smartphones. Pega CRM reduces blind spots throughout the sales process while increasing engagement. Opportunities, sales insights, next-best actions, guided selling, and genuine AI from Pega enable sellers to act when it is appropriate. Pega Sales Automation enables you to configure and run the broadest range of sales processes or instances on a single application platform, manage the complexity of your enterprise, and develop and change applications 7x faster than Java coding. These applications are built on the market-leading Pega platform. You can easily orchestrate and integrate legacy systems using the Pega Platform, maximizing your current technological investments and ensuring the quickest time to value. Whether it's on-premises or in the cloud, you can easily choose the deployment strategy that will help you run your business most profitably. 

Company’s Services:

Pega Sales Automation offers intelligent automation, customer engagement, and customer service solutions, along with consulting & training, and certification services. It benefits your sales productivity with its automated AI tools and features that are categorized as follows;

• Account and contact management

Pega Sales Automation offers a 360-degree view of businesses, accounts, and contacts, including details about ongoing and completed business transactions, correspondence history, emails and scheduled meetings, documents, and pertinent social insights.

1. Suggested contacts
2. LinkedIn Sales Navigator
3. Relationship Intelligence
4. Mail contacts
5. Activity management
6. Timeline view

• Lead management

To manage leads and foe maximum conversion rates;

1. Automated lead routing
2. Lead scoring
3. Lead de-duplication
4. Sales cadences

• Opportunity management

Get real-time insights into your sales pipeline;

1. Opportunity Insights
2. Opportunity revenue splits
3. Forecast management
4. predictive forecast
5. Sales goal management
6. Pega Sales Automation mobile
7. Next best sales offer
8. Next best actions

• Sales Coaching

It enables sales managers to provide proficient coaching;

1. Sales coach dashboard widgets
2. Guided selling
3. Voice AI
4. Prepare for meeting
5. Local campaigns

• Dashboards and reports

With this, take smarter decisions for your business from anywhere;

1. Sales forecast
2. Pega for Outlook and Gmail
3. Email Bot
4. Microsoft Exchange integration
5. Pega Knowledge & Search feature

• Partner relationship management

Empower your organization with insights into deals, ongoing sales, and forecasts all from a single application;

1. Share information with partners
2. Avoid channel conflicts with deal registration
3. Marketing Development Fund (MDF)
4. Sales Chatbot

Pros

The Pega sales automation platform bears numerous features and AI tools that can help increase your business’s sales productivity. Below are some of the bonus points of this software that you should be aware of;

1. Pega sales automation is a perfect platform that has an on-premise solution that is required by businesses' security protocols. You will also love no code changes that are possible in your workflow; also its mobile applications outlook integration, and business card scanning will turn out to be more valuable and will save you a lot of time. 
2. It allows you to look into your previous customer call history, you can get all the information and data such as what important questions were asked earlier to the customer, and you can also assess your tone. Pega will summarize everything for you and will ping you with an email. 

Cons:

Apart from numerous self-service features and tools, it does have some down points;

1. Pega sales automation requires training time if you are new to this software, therefore to get full advantage of this automation service first you will have to spend plenty of time training.
2. Pega sales automation no doubt has a pleasant user experience however, it lacks some reporting skills, and sometimes you encounter difficulty in focusing your time on the site. Also, it doesn’t translate the given script correctly. If you wish to integrate with many other 3rd part applications, then there won’t be any API integration for you.

Conclusion:

Pega offers a brand new approach to sales force automation that combines digital process automation and artificial intelligence. You will notice more output from your sales representatives if you have Pega’s integrated AI engine that dynamically presents content and offers. Pega Sales Automation has about 50 pre-built dashboards, integrated call telephony, and several other features. Pega's market-leading digital process automation platform also automates forecasting, and prospect management, and leads complex assignment, territory, and quota assignments across multiple geographies and sales teams. It is another cloud-based platform—Pega Sales Automation—that enables your organization’s sales and marketing teams to work together in collaboration, share content, and guide all customers through their purchasing process. Pega’s solutions offer sales and marketing teams the tools and features they need to automate their procedures, work together on opportunities, and engage with their customers in personalized interactions. Users of Pega Sales Automation can deliver personalized interactions with customers using voice AI, email templates, advanced chatbots, and other channels because of the sales engagement automation features that come with this CRM software.  Using customized forms, marketing teams can collect customer data during the engagement process, which can help you organize better marketing campaigns.