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Set up a fully functional Pega-provided application with sample data.

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Connect and load foundational data in your application.

Customize

Extend and customize core features of your application for initial implementation.

Experienced Users

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Download the full installation guide for the latest version of your application.

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Learn the capabilities and architecture to drive a successful project implementation.

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Looking for documentation on a previous version?

Pega Sales Automation includes a sample application package that you can use to demonstrate the application's features. The sample application pack...

Testing applications | Pega Sales Automation | 7.31

Use the Pega® Sales Automation Data Import wizard to import and update data from .csv files. The Data Import wiza...

Data management | Pega Sales Automation for Financial Services | 7.31 | Pega Sales Automation for Healthcare | 7.31 | Pega Sales Automation for Insurance | 7.31 | Pega Sales Automation | 7.31

You can use the Pega Sales Automation Data Import wizard to import and update data from .csv files. If you modify the Pega-provided data import tem...

Data management | Pega Sales Automation for Financial Services | 7.22 | 7.31 | Pega Sales Automation for Healthcare | 7.22 | 7.31 | Pega Sales Automation for Insurance | 7.22 | 7.31 | Pega Sales Automation | 7.22 | 7.31

Pega Sales Automation applications provide a set of standard dashboard widgets and reports that capture your sales data to give you a real-time vie...

Reporting | Pega Sales Automation | 7.31

Pega Sales Automation uses decisioning capabilities to provide predictive insights for opportunities. The application provides the follow...

Decision management | Pega Sales Automation for Financial Services | 7.31 | Pega Sales Automation | 7.31

The Pega® Sales Automation application uses built-in decisioning capabilities to provide managers with insights a...

Decision management | Pega Sales Automation for Financial Services | 7.31 | Pega Sales Automation for Insurance | 7.31 | Pega Sales Automation | 7.31

The Pega® Sales Automation application uses decisioning capabilities to provide predictive lead scores for lead r...

Decision management | Pega Sales Automation for Financial Services | 7.31 | Pega Sales Automation for Insurance | 7.31 | Pega Sales Automation | 7.31

Artificial intelligence in Pega Sales Automation helps you to proactively assess risks on deals in the pipeline, coach newly recruited sales repres...

Decision management | Pega Sales Automation | 7.31

Pega Sales Automation uses Pega's Customer Decision Hub and Decision Management capabilities to identify the next-best-action for every opportunity...

Decision management | Pega Sales Automation | 7.22 | 7.31

Pega Sales Automation uses Pega's Customer Decision Hub and Decision Management capabilities to identify the next-best-action for every opportunity...

Decision management | Pega Sales Automation for Insurance | 7.22 | 7.31 | Pega Sales Automation | 7.22 | 7.31

Pega Sales Automation uses Pega's Customer Decision Hub and Decision Management capabilities to identify the next-best-action for every opportunity...

Decision management | Pega Sales Automation | 7.22 | 7.31

Pega Sales Automation provides two add-ins that you can install and configure to integrate the application with Microsoft Outlook. Both add-ins pro...

User interface | Pega Sales Automation | 7.31

Pega Sales Automation to Microsoft Exchange calendar integration is a background process that synchronizes your Pega Sales Automation calendar to y...

Integration | Pega Sales Automation | 7.31

Microsoft Exchange to Pega Sales Automation calendar integration is a background process that synchronizes your Microsoft Exchange calendar with yo...

Installation and deployment | Pega Sales Automation | 7.31

The Pega Sales Automation data model consists of a set of standard business objects that support the sales process. The business objects have uniqu...

Data and integration | Pega Sales Automation | 7.31