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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 Pega Co-Browse?

No downloads, installations, or plugins are required; just insert a line of Javascript into your website, and your customers can effortlessly share their browsing experience with a single click. Pega Co-Browse simplifies the process of highlighting and guiding customers to the necessary information, creating a fluid interaction. You have the ability to seek the customer’s permission to take control of their screen for assistance, or you can make use of highlighting tools and visual cues, like arrows, to guide them effectively. Additionally, Pega Co-Browse allows you to identify and obscure sensitive data through HTML elements or form fields, ensuring that all hidden information stays on the customer's browser and remains unseen by the representative. This solution provides a code-free method for hiding or obscuring text fields and images, giving businesses the power to manage what information agents can access. Furthermore, Pega Co-Browse can seamlessly integrate with Pega Chat or any other chat application, greatly enhancing the customer service process. You also have the flexibility to embed chat features directly into your Pega Customer Service application, boosting operational efficiency and improving the overall user experience. By utilizing these tools, businesses can foster more secure and productive interactions with their clients.

Media

Media

Integrations Supported

Accenture Cloud Trade Promotion Management
Capgemini Intelligent Automation Platform
Cognizant

Integrations Supported

Accenture Cloud Trade Promotion Management
Capgemini Intelligent Automation Platform
Cognizant

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.com

Company Facts

Organization Name

Pega

Date Founded

1983

Company Location

United States

Company Website

www.pega.com/products/customer-service/cobrowse

Categories and Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Categories and Features

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