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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BluIQ No 
CallTools No 
Clarity by Rego No 
Docusign No 
Kompass No 
Lighthouse No 
LinkedIn No 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 
NetSuite No 
Oravoice No 
PBXware No 
PDM Studio No 
Rayven No 
Smart Apartment Data No 
Sugar Sell No 
Sugar Serve No 
Voze No 
Xero No 
sales-i No 

Integrations

BluIQ Yes 
CallTools Yes 
Clarity by Rego Yes 
Docusign Yes 
Kompass Yes 
Lighthouse Yes 
LinkedIn Yes 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 
NetSuite Yes 
Oravoice Yes 
PBXware Yes 
PDM Studio Yes 
Rayven Yes 
Smart Apartment Data Yes 
Sugar Sell Yes 
Sugar Serve Yes 
Voze Yes 
Xero Yes 
sales-i Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com

Vendor Details

Company Name

SugarCRM

Founded

2004

Country

United States

Website

www.sugarcrm.com

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 

Product Features

CRM

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

Alternatives

Alternatives