About Pega Sales Automation
Overview
Pega Sales Automation is Pega's AI-powered platform for automating and simplifying every sales process from end to end. It helps sales teams close deals faster, smarter, and more consistently using agentic workflows that scale guidance, expertise, and insight across every sales process.
Pegasystems has built AI and automation into its architecture for over 40 years. Founder and CEO Alan Trefler created some of the first elite-level chess-playing AI agents, and the same principles now power the company's enterprise AI decisioning and workflow automation platform.
Key Benefits
- Automate sales tasks with agentic AI and autonomous workflows that drive precision and speed.
- Command real-time insights that cut through complexity and spotlight opportunity.
- Uncover selling blind spots by focusing on the leads, activities, and opportunities most likely to convert.
- Accelerate deal cycles and sales velocity with AI-powered contextual coaching and enterprise best practices.
- Predict win probability, opportunity close dates, and stage progression with AI forecasting.
- Scale expertise across direct and indirect channels with partner collaboration tools.
How It Works
Sellers work alongside AI agents and assistants that guide, scale, and execute sales tasks intelligently. The platform infuses AI insights across every sales journey, predicting moments of opportunity on any channel and optimizing every activity and engagement. Sales leaders receive forecast and account engagement updates to understand business health.
Use Cases
- Sales teams automate routine tasks and focus effort on the opportunities most likely to convert.
- Sales leaders monitor business health with live forecasts and account engagement updates.
- New sellers onboard through a centralized hub for communication and collaboration.
- Indirect and partner teams collaborate across channels with partner relationship management.
- Customer service teams use AI Coach Agents to accelerate customer resolutions.
- Field sellers stay productive with intelligent mobile sales applications.
Why Choose This Product
Pega Sales Automation integrates with existing technology infrastructures, maximizing current IT investments while avoiding costly system overhauls. Customer case studies on the page report concrete outcomes: CNO Financial saved $1 million in licensing costs, BECU saved 10,000 hours of employee time, and Banco BHD Leon automated processes that once took hours or days.
Pega Sales Automation Pros & Cons
- Automates sales tasks with agentic AI and autonomous workflows
- Real-time AI insights and contextual coaching for sellers
- Forecasting predicts win probability, close dates, and stage progression
- Integrates with existing IT infrastructure to avoid costly overhauls
- Partner relationship management supports indirect sales channels
Key Features
Workflow Automation
Connect and automate work across people and systems.
Email & Email AI
Gen AI automations and insights boost email productivity.
Lead Management
Manage leads from initial capture through conversion and close.
AI Coach Agents
Agentic AI agents accelerate customer resolutions.
Opportunity Forecasting
Predict win probability, opportunity close dates, and stage progression.
Partner Management
Power collaboration across partner and indirect selling channels.
Mobile Sales Apps
Provide intelligent mobile sales applications for sellers on the go.
AI Onboarding
Onboard through a centralized hub for communication and collaboration across teams.
Knowledge Management
Surface AI-powered knowledge content for sellers and customers to reach faster resolutions.
Pega Sales Automation Pricing
Pricing extracted from the product website and may change. Check the source for current details.