Pega Sales Automation

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What is Pega Sales Automation?

Pega Sales Automation offers built-in artificial intelligence (AI) and insights that direct sellers with real-time offers, suggested actions, content, and valuable insights on how to build and progress pipeline across accounts. By blending predictive analytics with configurable business rules, Pega recommends the next best action to take, offer to make, and proactively drives these insights to sales reps and agents acrosseach step of the sales cycle.

Creating Personalized Offers

Pega Sales Automation can be used to identify individual customers and the specific offers that have the highest value and propensity of purchase. Users can convert accepted offers to opportunities, or decline the offer and let the AI engine use this knowledge in similar customer and offer scenarios with other reps.

Lead Qualification and Ranking

Stack ranks the most qualified leads and make sure they end up in the right reps work basket. Lead ranking takes the volume of leads being passed to sales and scores the likelihood that a lead will convert into an opportunity based on predictors that span lead, contact, organization, and rep-provided data.

Progress and Conversion Prediction

Predicts the probability of an opportunity moving to the next sales stage, the likelihood of winning, and the timeframe when most likely to close. Opportunity insights are based on current sales activity and historical benchmarks for similar deal types.

Next Best Action Guidance

Each rep has a list of opportunity-specific next best actions to help them build, progress and close pipeline in the current quarter. The models suggest ways to increase contact activity, drive proactive contact with clients and prospects, and leverage content at the most helpful time.

AI Sales Coach

Data-driven guidance and coaching for reps and sales managers. Review and assign personalized coaching plans for each rep, then monitor progress with real-time notifications.

Evaluating Forecasts using AI

When predictive values and sales-provided values don’t match up, alerts will draw attention to those forecasts. Managers can then evaluate the problem areas and assign the best actions to solidify the forecast.

Sales Futurecast

Predict whether a sales rep or territory is going to attain quota for the quarter. The model predicts revenue performance in a given time period by comparing pipeline, historical accuracy, actual revenue, forecasted revenue and other predictors.

Sales Rep Improvement

Predict and monitor the success of new sales reps and the specific coaching actions to keep them on track. The model is driven by a combination of time, rep activity, sales pipeline, and human resources data.