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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

ABBYY Mobile Capture No 
Capgemini Intelligent Automation Platform No 
ClearProcess No 
CognitiveScale Cortex AI No 
Diabolocom No 
Documaster No 
Google Cloud Anti Money Laundering AI No 
HintEd No 
LinkedIn Sales Navigator No 
OneSpan Identity Verification No 
Perfect Doc Studio No 
Quavo No 
Sales Robots No 
Syntasa No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

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 Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Alternatives

Alternatives