Pega 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 Sales Automation Patterns Capability/Industry Area Description Best practices for implementing high performing Pega Sales Automation applications Performance Implementing high performing Pega Sales Automation applications Best practices for importing data in Pega Sales Automation Data import Based on the volume of data getting imported, choose the best recommended approach to have an efficient data import. Configure Pega Sales Automation as a master system of record Sales Automation Best practices for configuring the system of record in Pega Customer Relationship Management suite Improve Sales rep productivity by integrating Pega Sales Automation with Gmail extension Sales Automation Learn how to improve sales reps' productivity by integrating Pega Sales Automation with the Gmail extension Improve Sales rep productivity by integrating Pega Sales Automation with the Outlook Add-in Sales Automation Learn how to improve sales reps' productivity by integrating Pega Sales Automation with the Outlook Add-in Improving sales rep productivity in Pega Sales Automation by analyzing email conversations Sales Automation Use the natural language processing (NLP) capabilities of Pega Sales Automation to provide intelligent suggestions to sales reps Improving the sales rep productivity by using the Microsoft Exchange sync technology in Pega Sales Automation Sales Automation Learn about the different MS Exchange synchronization capabilities within Pega Sales Automation. Lead routing in Sales Automation Sales Automation Describes automated lead routing Motivate and coach your sales reps by setting and tracking their goals Sales Automation Setting up of Sales Goals and Timelines. Also captures ways to measure individual rep's performance against team's performance. Setting up customers in Pega Sales Automation for B2B selling modes Sales Automation Instructions for configuring customers in Pega Sales Automation for the B2B selling mode Setting up customers in Pega Sales Automation for B2C selling modes Sales Automation Instructions for configuring customers in Pega Sales Automation for the B2C selling mode