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Description
Rather than focusing on broad, outbound offers, engage in tailored, one-on-one marketing during your interactions with existing customers. Pega’s next-best-action methodology assesses various factors such as sales, service, risk, retention, and operational priorities in real-time to refine your communications. This empowers marketers to distinguish customers who exhibit potential for growth more effectively. By implementing Pega’s next-best-action strategies, you ensure that each customer receives the most appropriate action designed to increase your bank’s share of wallet. However, successful next-best-action strategies hinge on more than just internal customer data and transaction histories. The integration of real-time data from prevalent platforms like Hadoop, Cassandra, and Equifax allows you to enhance your strategies and gain a more comprehensive understanding of each customer. Consequently, this enriched data stream significantly improves your ability to make informed decisions in customer engagement.
Description
YouEx.ai is an AI-native lead-to-revenue platform for B2B sales teams that makes sure every lead is captured, understood, and acted on. Instead of stitching together separate tools for website engagement, CRM, lead qualification, routing, and follow-up, YouEx brings the entire inbound revenue workflow into one connected system.
At the top of the funnel, the YouEx AI Web Agent turns a company’s website into an always-on inbound sales rep. It talks with visitors in real time, answers questions, identifies buying intent, captures contact information, qualifies prospects, and books meetings 24/7. Once a visitor becomes a lead, YouEx automatically researches and enriches the prospect, scores them based on fit and intent, and organizes the information alongside contacts, companies, opportunities, and activity in its AI-native CRM.
YouEx then helps ensure those leads actually get worked. Its revenue automation can score and route new leads, notify the appropriate team members, generate personalized outreach, schedule follow-ups, recommend next-best actions, and keep opportunities moving toward revenue. The result is a continuous workflow from visitor to Web Agent to lead, research, scoring, routing, follow-up, opportunity, and ultimately revenue.
YouEx is also designed to work with the tools sales teams already use. It connects with email, calendars, Slack, and Zapier, and can be operated directly through ChatGPT and Claude using MCP. Teams can ask their AI assistant about leads, retrieve research, and take action on live CRM data without constantly switching between systems. By combining real-time engagement, an AI-native CRM, and automated revenue agents, YouEx helps B2B teams respond faster, reduce manual sales work, and prioritize the right opportunities.
API Access
Has API
API Access
Has API
Integrations
AWS Marketplace
Aprimo
ChatGPT
Claude
Cursor
Gmail
Microsoft Outlook
Model Context Protocol (MCP)
Salesforce
Zapier
Integrations
AWS Marketplace
Aprimo
ChatGPT
Claude
Cursor
Gmail
Microsoft Outlook
Model Context Protocol (MCP)
Salesforce
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$15/month/user
$15/month for AI CRM and Revenue Automation
$49/month for AI Web Agent
$199/month for Teams
$49/month for AI Web Agent
$199/month for Teams
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
Vendor Details
Company Name
YouEx.ai
Founded
2026
Country
United States
Website
www.youex.ai/
Product Features
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Social Media Advertising
Ad Buying
Ad Creation
Bulk Advertising
Campaign Management
Collaboration Tools
Comment / Reply Moderation
Digital Asset Management
Reporting / Analytics
Retargeting
Roles / Permissions
Product Features
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
