Sold by: Pegasystems
Deployed on AWS
Enable sellers to prioritize, engage, and close the right opportunities faster using AI-driven insights, next-best actions, and workflow-guided sales execution-improving productivity, consistency, and win rates across complex B2B selling environments.
4.2
Overview
Pega Sales Automation empowers sales organizations to increase productivity, improve win rates, and deliver more consistent selling experiences by embedding AI-driven insights directly into everyday sales workflows. Rather than relying on static CRM data, sellers are guided by real-time decisioning that adapts to customer behavior, deal context, and business priorities. This approach is well suited to complex, relationship-driven sales models common in financial services, insurance, healthcare, communications, manufacturing, technology, retail, and the public sector.
Included in this offer
- Pega full as-a-Service experience with an entire Route to Live supporting application lifecycles from development through testing and go-live.
- Pega Sales Automation, including the Pega GenAI for Sales Automation package, empowering teams from design time to run time with trusted, enterprise-grade AI.
AI-driven, guided selling execution.
The solution combines predictive analytics, next-best-action recommendations, and workflow automation to help sellers focus on the highest-value opportunities at every stage of the sales lifecycle. From lead and opportunity management to account planning and deal execution, Sales Automation ensures sellers always know what to do next-supporting long-cycle, multi-stakeholder sales common in regulated and enterprise markets.
Connect data, decisions, and processes across the enterprise.
Built on Pega's low-code platform, Sales Automation connects data, decisions, and processes across CRM and enterprise systems. Sellers benefit from consistent guidance across channels and teams, while leaders can standardize best practices across industries such as banking, insurance, healthcare services, telecommunications, manufacturing, technology, retail, and government contracting.
Deploy AI you can trust.
AI-driven guidance in Pega Sales Automation is transparent, explainable, and governed by business rules and workflows. This ensures sales recommendations align with enterprise policies, compliance requirements, and go-to-market strategy-critical for regulated industries and public sector selling.
Key Capabilities
- AI-driven opportunity and account prioritization
- Next-best-action recommendations for sellers and managers
- Guided selling workflows and deal progression
- Embedded analytics, pipeline visibility, and forecasting insights
- Seamless integration with CRM and enterprise systems
Highlights
- Increased seller productivity and focus on high-value activities
- Improved win rates through AI-driven prioritization and guidance
- Greater forecast accuracy and pipeline transparency
Details
New
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor, and additional usage. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. Usage-based pricing is in effect for overages or additional usage not covered in the contract. These charges are applied on top of the contract price. If you choose not to renew or replace your contract before the contract end date, access to your entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months | Overage cost |
|---|---|---|---|
Sales Automation | Sales Automation for 50 users | $150,000.00 | |
Sales Automation | Sales Automation for 200 users | $576,000.00 | |
Sales Automation | Sales Automation for 500 users | $1,380,000.00 | |
Sales Automation | Sales Automation for 1000 users | $2,640,000.00 |
Vendor refund policy
As defined in terms, or as required by applicable law.
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
Pega customers can access comprehensive support through: Pega Community Support - documentation and expert resources: https://community.pega.com Global Customer Care: https://msp.pega.com and Contact Support:
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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Customer reviews
Anudeep N.
Great way to automate your Market
Reviewed on Dec 12, 2023
Review provided by G2
What do you like best about the product?
It provides ootb built in templates where we can easily automate the process as per business needs
What do you dislike about the product?
Sometimes its hard to integrate with other apis
What problems is the product solving and how is that benefiting you?
It targets the right market where it understands the trend of the user by ai sales automation
Max L.
Easy to use and customize
Reviewed on Oct 09, 2023
Review provided by G2
What do you like best about the product?
Pegasystems Customer Engagement Suite provides a set of features. The customization options are improved. Its an established framework, in the industry.
What do you dislike about the product?
Its user interface lacking in appeal and modernity. This makes it less user-friendly and more difficult to navigate.
What problems is the product solving and how is that benefiting you?
Pegasystems Customer Engagement Suite has the ability to help us analyze customer behavior and preferences. This creates personalized experiences for our customers leading to satisfaction levels.
Mohammed Tafazal
A scalable low-code platform with an easy initial setup phase
Reviewed on Sep 29, 2023
Review provided by PeerSpot
What is our primary use case?
I have not worked full-fledged with Pega Sales Automation. In my company, we use Pega Sales Automation during presale phases with clients. Pega Sales Automation is used in our company because we use it as a low-code platform for citizen developers.
What is most valuable?
The two strong and most important features of Pega Sales Automation are Pega CDH and Pega Process AI.
What needs improvement?
I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks.
For how long have I used the solution?
I have been using Pega Sales Automation for four years. My company is an elite partner of Pega.
What do I think about the stability of the solution?
Stability-wise, I rate the solution an eight out of ten.
The stability of Pega Sales Automation depends upon how an IT architecture is built, and because of this, I can say that users would experience no downtimes in an IT environment with high-availability servers. With Pega Sales Automation, I haven't seen any downtimes.
What do I think about the scalability of the solution?
Scalability-wise, I rate the solution a nine out of ten.
Pega Sales Automation is preferred by one of my company's clients, an organization with around 3,000 people.
How are customer service and support?
I haven't faced any issues with the technical support team of Pega.
How was the initial setup?
The initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool. A developer or business developer can create flows in Pega Sales Automation, which can be easily used. The business knowledge can be easily replicated onto Pega Sales Automation, where a user can create their own personas or portals. As Pega Sales Automation is a low-code platform, it is very easy to create sales portals.
The solution is deployed on the cloud.
Which other solutions did I evaluate?
I have an idea of other sales automation tools like Salesforce and Microsoft Dynamics CRM, even though I haven't had a chance to use them.
What other advice do I have?
I don't have way too much hands-on experience with Pega Sales Automation. I mostly deal with customer service and the robotics part of my company.
I can recommend the solution to those who plan to use it.
I rate the overall tool an eight to nine out of ten.
Mrinal G.
Easy automation tools using AI
Reviewed on Jun 16, 2023
Review provided by G2
What do you like best about the product?
The whole UI of the tool is so simple to use and makes the process of automation smooth. This tool reduces time and makes sales performance efficient.
What do you dislike about the product?
The size of the application is quite significant. Therefore it lags and shuts down quite often.
What problems is the product solving and how is that benefiting you?
It makes learning, handling and maintaining of sales process straightforward, simple and automated.
Zach C.
Pega Tool
Reviewed on Apr 20, 2023
Review provided by G2
What do you like best about the product?
Makes the processing of client information very intuitive.
What do you dislike about the product?
Does not give an option for start to finish.
What problems is the product solving and how is that benefiting you?
Makes taking care of clients straightforward and in a user-friendly way.