Sales Operations

Alliances Sales Operations provides Pega’s Global Alliance Partners with system, process, and administrative support as it relates to various aspects of the Pega Alliances Program.

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Opportunity Registration

 

Connect to sales automation to complete and submit an opportunity registration form (ORF).

Market Development Funds

WHAT IS MDF?

Pega provides services partners with Market Development Funds (MDF) and to active partners as governed by the Master Alliance Agreement. Not all partners are eligible for MDF.

Funds are provided to partners for partner-sourced Pega license bookings, defined as registered opportunities which are net-new Pega license opportunities that result in closed Pega license bookings.

 

WHAT ACTIVITIES ARE ELIGIBLE TO BE FUNDED FROM MDF?

The following types of activity are eligible, subject to Pega approval.

  • Demand Generation Initiatives (includes prospective clients)
  • Market-to-Partners Programs (internal partner or sales enablement with existing clients)
  • Co-Development of Repeatable Assets
  • Specialized Skills Development and Enablement

The process for MDF approval is as outlined below.  Alliance Marketing approves Demand Generation and certain Market-to-Partners activities.

 

HOW DO I SUBMIT AN ACTIVITY TO BE FUNDED FROM MDF?

To propose an MDF-funded activity, complete all requested information in the MDF Proposal form and send it to globalalliances@pega.com for Pega review and approval.

Prior to submitting the form, please confirm with Global Alliances Operations at globalalliances@pega.com that your company has available MDF and that usage will be complete prior to expiration of the necessary funds. Remember to provide a short name to the request, describe the request, and itemize the cost elements.  Electronic Signatures are acceptable to Pega. 

 

Partner submits sourced opportunity (ORF) Pega accepts and registers  Pega closes deal MDF available Pega SAE or Partner submits MDF proposal* Pega approves MDF committed for approved activity

 

*Note: All MDF proposals must be sent to globalalliances@pega.com

Request a Report

Multiple types of reports can be requested within one request, and there is no need to submit three individual requests if you require all three of the report types listed below. 

  • Opportunity Registration Report
  • Pipeline Report
  • Bookings Report

You will receive an email from globalalliances@pega.com with a copy of your report within 24-48 hours after a request is submitted.  

Submit your request for a report here.