Portal:Sales Automation Design Patterns

Pega Sales Automation™ optimizes the efficiency and effectiveness of client’s sales organization at every stage in the sales lifecycle. Sales Automation design patterns and best practices support the developer community to successfully deliver implementation projects.

Overview

Featured Patterns Improving the sales rep productivity by using the Microsoft Exchange sync technology in Pega Sales Automation Improve Sales rep productivity by integrating Pega Sales Automation with the Outlook Add-in Knowledgebase Links What's new in Sales Automation Sales Automation Knowledgebase Sales Automation Implementation Guide Sales Automation Product Overview Guide Sales Automation Trial Environment Design Patterns

An action that does not require human involvement but can instead be done programmatically.

The first level of organization of the tasks that are required to complete your business process. By providing stages, you organize work into logical phases that users of your application follow to reach an outcome. Stages visualize milestones or significant events in your business process and can also indicate a transition of work from one person to another. For example, if your business process is to review job applications, you can create Submission, Review, and Approval stages, each of which includes a different set of actions and is performed by a different person. Stages that are necessary to resolve a case through the basic, default path are called primary stages.

In a Microjourney™, stages are the milestones that leads towards an outcome.