The Complete Pega Sales Automation Review: Will It Work For You?


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Are you looking for the best sales software to increase sales? Pega, a sales automation platform, claims it will give you the tools you need to grow your business. This Pega review will help you determine if Pega is right for your business.

What’s Pega Sales Automation?

Pega is an AI-powered intelligent sales automation for today’s changing world. It’s comprehensive sales software that automates your business. It can help you grow and maintain leads, convert customers into customers, and close deals quicker than ever before.



Pegasoft, a software company, specializes in CRM solutions. Pega, their flagship product, allows businesses of any size to efficiently manage their marketing and sales efforts. Their online service is for small business owners looking to maximize the effectiveness of their existing CRM system. They also integrate it with other platforms like Facebook and Google AdWords.

Pega Sales Automation is unique because of its many features. We will be taking a closer look at each feature in this review so you can make an informed decision on whether Pega is worth it for your business. These are its top strengths:

  • Pega is a sales software that can be used by small and medium-sized businesses. It will automate your business and allow you to increase the number of customers who come through your door.
  • The user interface is intuitive and easy to use by both beginners and experienced users looking for new information about Pega. It includes features such as:
  • Pegasoft integration – Pegasoft is one of the most popular CRM platforms today. This feature will allow you to seamlessly transition from Pega to other CRM systems like Salesforce or Microsoft Dynamics.
  • Pega Dashboard – This feature is included with the Pega platform and allows you to view all your sales data in one location, making it simple for you to see where you stand at any time. This dashboard can be used to manage opportunities and keep track of what is coming up.
  • Integration with other platforms – If there is one thing we have learned over the years it’s that small businesses require multiple software solutions to succeed. Pega Sales Automation can integrate with many other software platforms, including:
  • Salesforce – This CRM system is very popular and Pegasoft has included this feature in their platform. Salesforce allows you to use existing data so that you don’t need to enter it all again.
  • Integration with Pegasoft – If Pegasoft is used for business management, having access to both sales and customer information will ensure that everything runs smoothly.

AI capabilities for the Pega Automation platform

Pega Sales Automation offers some of the most advanced AI capabilities available today. This platform was built from the ground up to predict sales for your business at any time. You can also run predictive analytics with your data to help you decide better where to spend your money.

Pega’s AI capabilities are designed to predict sales. This is done using a combination of machine learning algorithms and all of your data. This allows you to make informed decisions about the amount of money that will be spent on advertising campaigns and other marketing initiatives.

Pegasoft offers access to a variety of great tools for predictive analytics. You can also use them with their AI capabilities if that’s something you are interested in. These tools include:

Sales Forecast – Small business owners need to know what their options are when it comes to spending money on marketing campaigns. The Sales Forecast feature helps you to predict how much advertising money you will spend over a certain period.

Integration with Pegasoft – If Pegasoft is already used for business management, having this information about sales forecasts will make it easier for both of you.

Sales Projections – Users who have saved their forecast reports as templates to the Sales Projection function can access these projections whenever and wherever they are needed.

Do you offer training or can I figure it out myself?

How do I create an account with Pega? Follow these instructions to create a Pega account.

Step 1: Register for an Account

Step 2: Create a company. Select the “Company” option from the menu to the left.

Step 3: Fill in your details and click “Next”. The next step is to enter your details and click “Next”. You will then receive important information regarding your business (such as statements, invoices, etc.) by clicking the ‘Create Email’ button in Step 4. ).

What are the different types of charts and reports? This software offers many tools to help you make informed business decisions.

Here are the different types of reports you have access to.

Pega is a cloud-based platform. This is something you need to be aware of. Pega is a cloud-based platform. No servers are running on your computer. Everything happens online in real-time. This means that you have immediate access to all data stored in your account, even if it is hacked.

This also means that this system can be used for business management purposes, such as invoicing and accounting. Users will never lose their data. Because all your data will be stored in cloud storage, it can only be accessed and accessed by you or an authorized employee.

Pegasoft recently upgraded its software to add “Live Access” capabilities. This allows users to access live data directly from the software. The software allows users to choose what they wish to see at any time, making it easier to manage their business efficiently.

Businesses can also save money by not needing expensive servers or hardware anymore. Everything happens online!

What features are in the standard version?

These features are available in the standard version of Pega Sales Automation

  • AI-Guided Sales – AI-Guided selling allows you to automate sales by suggesting the best products or deals to customers based on previous purchases.
  • AI-guided marketing – With the AI-Guided feature, you can create customized marketing campaigns that are targeted at each customer. This function can be used to send out emails automatically or to manage multiple accounts.
  • Automated Invoicing – This essential tool allows users to track all transactions in real-time, so they can see exactly how much they made from each sale or transaction.

Does Pega offer automatic testing?

Yes, Pega sales automation has automated testing. The software checks all transactions and documents before they arrive to make sure everything is in order.

This feature is extremely useful because it checks for spelling errors and other errors that could cause payment processing problems.

These services are not charged extra by Pegasoft; they come as standard with every license purchased through their website.

Manage leads efficiently and increase sales

Pega Sales Automation makes it easy to intelligently assign leads and increase sales through the AI-guided selling feature.

This will enable you to create unique marketing campaigns based on customer behavior or previous purchases. Each campaign can be customized to suit the customer.

If an account has purchased many items from your store over the past months, it might make sense to offer them special offers like free shipping for orders above 100 dollars or discounts on their next order! This function can be used to deal with multiple accounts simultaneously.

This feature allows you to get more information about your customers. It can help you make better buying decisions and preference assessments.

Pega Sales Automation allows you to create multiple campaigns for every customer or group of customers. This means that each campaign can be unique! It may be worthwhile to create an email marketing campaign for a customer who has purchased from your store in the past. They probably enjoy receiving emails about new products or deals, so why not send one? The AI-guided selling function allows you to create multiple marketing campaigns and automatically send them to customers. This saves you hours of writing emails for each customer individually.

This feature can also be very helpful if you have multiple websites or stores selling the same product. If you have both furniture and clothing on your site, the system can recognize when an item has been purchased. This means that each time someone buys something from your website or another Pega shop, they will be able to receive relevant offers based on their past purchases. So everyone who comes to your store will get the best deals possible.

Pega’s Sales Automation system is easy to use. It even includes a detailed manual to help you set up campaigns, track customer interactions, and analyze them for further analysis. Reports can be created on all data collected. This allows you to gain insight into which products or customers work best, and can help improve your store’s performance.

You can automate your online sales with a variety of systems, including Shopify and WooCommerce.

Shopify is the most popular e-commerce platform, with more than 500,000 shops using it as their main platform. Shopify offers a wide range of features, including SEO tools, customer support via phone or email, multiple payment options, and many other great features. Shopify is expensive. You have to pay upfront for all the functionality. ).

WooCommerce can be used to create your online store. It is free, comes with all the usual features such as the ability to sell physical products as well as digital downloads (such as eBook files), and has additional functionality like an automated affiliate program. WooCommerce doesn’t come with any sales automation tools built in. This means that you will need to buy additional software if you require this type of functionality.

Pega software helps online shops manage their customers and sales. You can use it with both Shopify and WooCommerce platforms.

About the author

Kobe Digital is a unified team of performance marketing, design, and video production experts. Our mastery of these disciplines is what makes us effective. Our ability to integrate them seamlessly is what makes us unique.