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What is Pega Sales Automation?

Keep track of changes in your forecasts, analyze engagement metrics, and understand the overall health of your business. Recognize and address opportunities across multiple channels to improve closing ratios and facilitate seamless customer interactions. Streamline sales procedures by utilizing flexible opportunity management and thorough automation solutions. Eliminate any blind spots in the sales journey while promoting engagement. Pega provides valuable insights into potential opportunities, ideal next actions, guided selling strategies, and genuine AI, enabling sales professionals to capitalize on the best moments. This forward-thinking strategy not only boosts efficiency but also guarantees that sales teams have the essential resources needed for achieving their goals, ultimately driving better results for the organization. By adopting these practices, businesses can create a more dynamic and responsive sales environment.

What is Freshsales?

Stop juggling various tools and start using Freshworks CRM, which has evolved from Freshsales and Freshmarketer to incorporate AI technology. This platform provides a comprehensive view of your prospects and clients, integrating marketing automation, salesforce automation, chat, and telephony into one efficient solution. With the assistance of Freddy AI, Freshworks CRM enables you to identify top leads, enhance customer interactions, finalize deals, and effectively nurture your existing clientele through an intelligent and all-encompassing system. By utilizing Freshworks CRM, your sales team gains enhanced access and oversight of a superior CRM experience. This robust platform serves as a powerful CRM and lead management solution, designed to help dynamic sales teams seize more opportunities while eliminating guesswork from the sales process. It offers a variety of features, including integrated phone and email capabilities, task management, appointment scheduling, note-taking, user behavior tracking, and comprehensive reporting tools. Through this system, you can engage in contextual conversations that significantly boost your chances of capturing more business. By attracting visitors and converting them into qualified leads, you can drive your sales success to new heights.

Media

Media

Integrations Supported

Integrations Supported

Activepieces
Aquera
BotStar
Constant Contact
Freshmarketer
Fulcrum
Happy Grasshopper
HostBill
Leverly
Membrane
Ohmylead
Peaka
Prospect AI
Raklet
SSIS Integration Toolkit
Smart Apartment Data
SmatBot
SolarDialer
Whale
Xoxoday

API Availability

API Availability

Pricing Information

Pricing not provided
Free Version

Pricing Information

$9 per user per month
Growth - $9 per user per month
Pro - $39 per user per month
Enterprise - $59 per user per month

All prices are billed annually
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.com

Company Facts

Organization Name

Freshworks

Date Founded

2011

Company Location

United States

Company Website

www.freshworks.com/crm/

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Sales Analytics

Not specified

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Email Tracking

Audience Segmentation
Campaign Management
Event-Based Notifications
Team Management

Financial CRM

Lead Management
Relationship Tracking
Territory Management

Inside Sales

Call List Management
Call Recording
Campaign Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance CRM

Not specified

Lead Management

Activity Tracking
Lead Capture
Lead Distribution
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Sales Acceleration

Not specified

Sales Analytics

Not specified

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Reporting / Analytics
Sales Automation
Task Management
Workflow Management

Sales Force Automation

Call Management
Contact Management
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Territory Management

Sales Prospecting

Not specified

Sales Tracking

Not specified

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