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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Enhance engagement and streamline automation throughout every phase of the customer journey. Transition from conventional CRM systems to a comprehensive, journey-focused customer engagement platform. Whether seeking a replacement for your existing system or aiming to expand and strengthen your current setup, Pega is here to assist you. The effectiveness of your agents is crucial to achieving success. Ensure your team remains connected, efficient, and productive, no matter their location. Customers desire to feel valued and cared for; deliver them proactive, tailored, and seamless experiences across all channels. In today’s competitive landscape, comprehensive capabilities are essential. Reduce expenses and maximize your channel effectiveness through intelligent automation and efficient case management. Facilitate the connection and automation of tasks across teams and systems to expedite the resolution of customer inquiries. Pega’s AI-driven case management adjusts to various customer service needs, while pre-established microjourneys, based on industry best practices, serve as quick-start templates. This enables you to launch initiatives promptly and efficiently.

Description

Stay updated with alterations to your predictions, monitor engagement metrics, and grasp the comprehensive status of your business. Identify and respond to opportunities across various channels to enhance closing rates and provide smooth customer interactions. Simplify sales processes through agile opportunity management and comprehensive automation solutions. Remove any blind spots throughout the sales process while fostering engagement. Pega's insights into opportunities, optimal next steps, guided selling techniques, and authentic AI empower sales professionals to act at the most opportune moments. This proactive approach not only enhances efficiency but also ensures that sellers are equipped with the tools necessary for success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ABBYY Mobile Capture
Capgemini Intelligent Automation Platform
ClearProcess
CognitiveScale Cortex AI
Diabolocom
Documaster
Google Cloud Anti Money Laundering AI
HintEd
LinkedIn Sales Navigator
OneSpan Identity Verification
Perfect Doc Studio
Quavo
Sales Robots
Syntasa

Integrations

ABBYY Mobile Capture
Capgemini Intelligent Automation Platform
ClearProcess
CognitiveScale Cortex AI
Diabolocom
Documaster
Google Cloud Anti Money Laundering AI
HintEd
LinkedIn Sales Navigator
OneSpan Identity Verification
Perfect Doc Studio
Quavo
Sales Robots
Syntasa

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/es/products/crm-applications

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com

Product Features

CRM

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

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Product 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

Alternatives

Alternatives