Pega Sales Automation

PRODUCT OVERVIEW GUIDE

Version 8.6

1
 © 2021
Pegasystems Inc., Cambridge, MA
All rights reserved.

Trademarks

For Pegasystems Inc. trademarks and registered trademarks, all rights reserved. All other trademarks or service marks are property of
their respective holders.

For information about the third-party software that is delivered with the product, refer to the third-party license file on your installation
media that is specific to your release.
Notices

This publication describes and/or represents products and services of Pegasystems Inc. It may contain trade secrets and proprietary
information that are protected by various federal, state, and international laws, and distributed under licenses restricting their use,
copying, modification, distribution, or transmittal in any form without prior written authorization of Pegasystems Inc.
This publication is current as of the date of publication only. Changes to the publication may be made from time to time at the
discretion of Pegasystems Inc. This publication remains the property of Pegasystems Inc. and must be returned to it upon request. This
publication does not imply any commitment to offer or deliver the products or services described herein.

This publication may include references to Pegasystems Inc. product features that have not been licensed by you or your company. If
you have questions about whether a particular capability is included in your installation, please consult your Pegasystems Inc. services
consultant.

Although Pegasystems Inc. strives for accuracy in its publications, any publication may contain inaccuracies or typographical errors, as
well as technical inaccuracies. Pegasystems Inc. shall not be liable for technical or editorial errors or omissions contained herein.
Pegasystems Inc. may make improvements and/or changes to the publication at any time without notice.
Any references in this publication to non-Pegasystems websites are provided for convenience only and do not serve as an endorsement
of these websites. The materials at these websites are not part of the material for Pegasystems products, and use of those websites is at
your own risk.
Information concerning non-Pegasystems products was obtained from the suppliers of those products, their publications, or other
publicly available sources. Address questions about non-Pegasystems products to the suppliers of those products.

This publication may contain examples used in daily business operations that include the names of people, companies, products, and
other third-party publications. Such examples are fictitious and any similarity to the names or other data used by an actual business
enterprise or individual is coincidental.

This information is the property of:

Pegasystems Inc.
One Rogers Street
Cambridge, MA 02142-1209
USA
Phone: (617) 374-9600
Fax: (617) 374-9620
www.pega.com

Document: Product Overview Guide

Software Version: 8.6

Updated: May 2021

2
Table of Contents
Pega Sales Automation Features............................................................................................................................... 5
Account and contact management ....................................................................................................................................... 5
LinkedIn Sales Navigator...................................................................................................................................................................................... 6
Mail contacts ....................................................................................................................................................................................................... 7
Timeline view ....................................................................................................................................................................................................... 8
Lead management ............................................................................................................................................................... 8
Automated lead routing ...................................................................................................................................................................................... 8
Lead scoring ......................................................................................................................................................................................................... 9
Opportunity management ................................................................................................................................................... 9
Opportunity Insights ..........................................................................................................................................................................................10
Forecast management ....................................................................................................................................................... 11
Predictive forecast .............................................................................................................................................................................................11
Sales goal management ..................................................................................................................................................... 11
Pega Sales Automation mobile ........................................................................................................................................... 11
Next best sales offer .......................................................................................................................................................... 11
Next best actions ............................................................................................................................................................... 11
Sales coaching ................................................................................................................................................................... 12
Sales coach dashboard widgets .........................................................................................................................................................................12
Guided selling .................................................................................................................................................................... 13
Local campaigns ................................................................................................................................................................ 14
Dashboards and reports ..................................................................................................................................................... 14
Sales Futurecast .................................................................................................................................................................................................14
Email Bot ...........................................................................................................................................................................................................15
Microsoft Exchange integration.......................................................................................................................................... 15
Pega Knowledge ................................................................................................................................................................ 16
Search ............................................................................................................................................................................... 16
Partner relationship management ...................................................................................................................................... 16
Share information with partners .......................................................................................................................................................................16
Avoid channel conflicts with deal registration ..................................................................................................................................................18
Marketing Development Fund (MDF) ...............................................................................................................................................................18
Sales Chatbot .................................................................................................................................................................... 18
Sales Automation case types and workflows ........................................................................................................... 19
Example case types ............................................................................................................................................................ 19
Example 1: Opportunity.....................................................................................................................................................................................19
Example 2: Appointment ...................................................................................................................................................................................19
Example 3: Contact ............................................................................................................................................................................................19
Standard case types ........................................................................................................................................................... 19
Roles,portals,and dashboards................................................................................................................................. 21
3
 Sales rep dashboard ..........................................................................................................................................................................................21
Sales manager dashboard .................................................................................................................................................................................22
Partner dashboard .............................................................................................................................................................................................23

Primary data entities ............................................................................................................................................... 24

Further reading ...................................................................................................................................................... 26

4
Pega Sales Automation Features
Pega Sales Automation optimizes the efficiency and effectiveness of your entire sales organization at every
stage in the sales lifecycle. Pega Sales Automation offers Artificial Intelligence based guidance, process
automation from lead to fulfillment, and gives business users the flexibility to adapt your sales process. With
Pega, insights find your sales reps and sales managers; you can quickly standardize and automate the sales
process, and provide management with insights across business units, products, team members, geographies,
accounts, and channels.

• Guided selling via Artificial Intelligence - Through a blend of predictive analytics, automated
decisioning and business rules that you can configure, Pega systematically recommends the next best
action to take, offer to make, and proactively drives these insights to sales reps throughout the sales
cycle.
• Sales process management - Industry-leading process and workflow management ensures leads and
opportunities are intelligently routed, tracked and progressed, and the end-to-end sales cycle is
optimized with errors removed.
• Reporting and forecasting - Dashboards and forecasts offer a real-time view into your team’s pipeline
and forecasts as well as what it will take to make quota. Easily modify reports to get the insights you
need, exactly when and where you need them.
• Mobility and collaboration - Empower your teams to be productive everywhere by seamlessly delivering
the sales experience on any device, including tablets and smartphones. Through Pega social capabilities
- Pulse and Co-Browse- encourage sales reps and sales managers to collaborate with customers and
one another.
• Build and customize applications quickly - Built on the world leading Pega Platform, Pega Sales
Automation allows you to manage your enterprise’s complexity, develop and change applications 7x
faster than Java coding, and configure and run ultimate variety of sales processes or instances on one
application platform. Pega Platform also allows you to maximize existing technology investments and
ensure the fastest time to value by easily integrating with and orchestrating legacy systems.
• Cloud or on premises - You choose the best deployment option to manage your business most
effectively. Run your application with confidence with an application that is proven to securely scale
tomeet the needs of the world’s most demanding organizations.

Account and contact management

For a sales team, nothing is more important than knowing about the organizations you are selling to and the
people who work there. Pega Sales Automation provides a 360-degree view of organizations, accounts, and
contacts, including current and past deals, communication history including emails and appointment,
documents, and relevant social insights. Built-in duplicate detection and external data enrichment services can
be leveraged to keep data current and accurate.

Suggested contacts

Sales automation can now analyze the emails and appointments and extract new contacts from the list of
recipients/senders and suggest the sellers to add those contacts to Sales Automation.

5
LinkedIn Sales Navigator
Harness the power of LinkedIn Sales Navigator to target the right buyers and understand key insights more
effectively. A seamless experience with Sales Navigator allows sales teams to identify new contacts, find
icebreakers and get sales updates without ever having to leave Sales Automation.

Relationship Intelligence
Relationship intelligence tool helps to reduce prospecting time and increases the sales effectiveness with key
relationship insights.

Sales rep’s can contact colleagues within the organization, who have already engaged with the ‘Contact’
through emails, meetings and phone calls and increase the chances of a positive outcome during the
interaction. To get introduced to the ‘Contact’, sales rep can send ‘Pulse messages’ or an ‘Emails’ to
colleagues without leaving the ‘Contact’ screen.

6
Mail contacts
Sales reps can now send regular and bulk emails to multiple contacts using pre-defined templates within SA.
Sales reps can now send and reply to emails directly from the context of ‘Contact', 'lead’ and ‘Opportunity’ within
sales automation. The templates are created and managed by Sales Ops. Sales reps can create email lists for
grouping frequently contacted people. Sales reps can also track the contacts who have opened their emails and
see all the responses in a single, unified manner.

Activity management
Activity management allows sales organizations to track and monitor important customer communications and
tasks. Sales reps and sales managers can track activities to capture details and outcomes of customer
interactions including phone calls and meetings. Sales reps can view their upcoming tasks by priority, and sales
managers can delegate tasks to their team.

7
 Timeline view
The timeline provides a bird-eye view of all interactions with a prospect or customer. Easily zoom out to see
all interactions chronologically for the year or zoom in to the current week or even hour. Color-coding and
filters distinguish between sales, service and marketing interaction and drilldowns on all interactions provide
more granular details.

Lead management
Pega Sales Automation enables organizations to manage leads from initial capture and routing through
the qualification process and ultimately though conversion to an opportunity. You can source leads
using bulk import, web forms, campaigns, or manual entry. Lead management can leverage Pega Call
for click-to-dial CTI with in-call dialogue to facilitate call notes and auto-creation of activity. Dashboard
widgets offer insight into lead conversion rates and where leads fall out of the qualification process.

Automated lead routing

Automated lead routing is a feature for both business-to-business and business-to-customer use that
allows you, as a Sales Ops operator, to manage your leads more intelligently. Bulk lead routing
management speeds up the management process, allowing you to focus on more strategic tasks for your
business. As global sales ops, you can setup rules in Sales ops portal or app studio to instantaneously
route leads to a qualified sales rep based on skills, workload, and availability. You can also route to work
queue when a particular condition is met. Later you can review each lead in work queue and assign new
owners.

8
Lead scoring
To help sales teams focus on the most promising leads first, Sales Automation uses self-learning, adaptive
models to generate a score for every lead. The score is a prediction of the probability that a lead will turn into
an opportunity, giving reps a prioritized list of leads with insight into the top 3 predictors contributing to the
score.

Opportunity management
Opportunities are at the core of the Pega Sales Automation system, providing real-time insight into the sales
pipeline. Sales managers and sales reps can analyze their pipeline by stage, understand their competitors and
see all recent activity for their deals. Sales reps are intelligently guided through each stage of the selling
process by taking advantage of Pega Case Lifecycle Management (CLM) features. Opportunity dashboard
widgets give sales organizations insight into the current pipeline, pipeline trends, win/loss analysis, and where
deals fall out of the sales process.

8
Opportunity Insights
Traditionally, predicting close dates and win probabilities has come down too little more than guesswork by
sales teams, resulting in inaccurate forecasts and missed sales numbers. Opportunity insights leverages
adaptive AI models to help predict the probability of a deal closing, when it will close, and even the odds that a
deal will move to the next stage.

Opportunity revenue splits

Opportunity revenue splits, lets you to share revenue from an opportunity with your sales team members.
Sales reps can see how much credit they get for each opportunity. And roll their individual sales credits into
quota and pipeline reports. And forecasting with 'Revenue splits' lets you predict revenue splits for sales team
members, based on unweighted, weighted, and predictive opportunity amounts.

10
Forecast management
Forecast management improves the sales organization’s ability to predict the sales cycle by providing rollups of
the sales pipeline by category, quarter, and territory. Territory owners at all levels can adjust opportunity
amounts, close dates, and forecast categories to allow for the most realistic sales picture possible at each
territory level. Behind every element in the forecast is an audit of the recent changes with an indication of how
it affects a forecast, so the sales team always knows why and when it was updated.

Predictive forecast
The predictive forecast helps sales teams compare sales generated forecasts with AI-generated predictions for
each territory. Alerts draw attention to forecasts that vary beyond a configurable threshold between sales
numbers and artificial intelligence numbers.

Sales goal management

Sales goal management enables organizations to set business goals (for example, individual rep quotas or
activity objectives) and track goal attainment over time using dashboards and reports. Sales reps can track their
quarterly quota attainment, and sales managers have insight into detailed team and territory attainment levels
with roll-ups and drilldowns across all levels of the sales hierarchy.

Pega Sales Automation mobile

Designed specifically for the mobile sales team, the smart phone app that incorporates “mobile first” designs,
has an intuitive and actionable user experience to perform your common sales activities. The smartphone app
exploits mobile device APIs, for example, voice to text capabilities.

Next best sales offer

Pega Sales Automation leverages Pega Customer Decision Hub to identify the top offer for the population of
contacts within a sales rep’s book of business. Using customer lifetime value (CLV) and Win score (opportunity
amount and close date) adaptive models, the AI engine generates the offers that have the highest relevance to
the current sales situation and propensity to close. Once an offer is accepted, an opportunity is automatically
created.

Next best actions

Built in and configurable decisioning strategies and rules identify the next best action for every opportunity and
rank and present the top actions in the sales rep’s dashboard. These strategies and rules use a combination of
predictors such as digital activity, service activity, products sold and sales rep activity to determine the next
best action to achieve actionable outcomes.
Examples of out of the box next best actions:
• Urgent follow-up required
• Update/follow-up on the stale opportunities
• Follow up on open service case and provide customer an update
• Review the new leads
• Reply to email
11
 • Send a reminder
For more information, see Next best actions provided out of the box.

Sales coaching
Sales coach in Pulse is designed to enable sales managers to seamlessly deliver efficient coaching. The widget
displays coaching recommendations for all the sales reps reporting to a manager in different areas. Manager
then can then revise personalized coaching plans for each of these coaching recommendations. Sales coach
also provides sales managers and sales reps with an update on the rep’s progress in a coaching
recommendation.

Sales coach dashboard widgets

Sales manager coach widgets use AI to monitor sales team performance and provide coaching advice for the
sales manager to get their teams back on track.

12
Guided selling
Pega built-in process and case management guides sales reps carefully through the required activities, steps
and stages of your sales cycle and then allows you to track open work assignments across your entire
organization (not just sales). Guided selling also enables you to model different sales methodologies and work
across different sales teams while handling a mixture of B2B, B2C, business and individual opportunities and
forecasts in one application. Quickly adapt and change sales methodologies based on market conditions and
automate key activities throughout the process.

Prepare for meeting

Sales Automation collects all the relevant data and insights, all in one place, to help with preparation for every
upcoming meeting scheduled by a sales rep or a manager. This feature allows the Sales Automation users to
prepare themselves with data such as selling history, service cases, KM articles, Sales Navigator, and notes
from previous appointment before walking into a meeting. Apart from data, this feature also provides insights
such as potential cross-sell opportunities or talking points for the user based on the conversation from previous
meetings.

This feature is available across desktop and mobile and a preparatory brief for every meeting is also sent to the
email address of the users 24 hours in advance.

13
Local campaigns
Local campaigns allow sales reps to send personalized B2B and B2C campaigns to their contacts. Sales reps
leverage integration with campaign offer flows in Pega Marketing to create, send, and track campaigns from a
simple, intuitive user interface from within Pega Sales Automation. Flexible segmentation allows sales reps to
target subsets of their contacts to receive the campaign and can then monitor the open rate, click rate and
acceptance rate via dashboards. Responses to campaigns will automatically route leads back to the sales rep.

Dashboards and reports

Visual, interactive dashboards enable sales teams to make smarter decisions from anywhere. Pega-provided
widgets allow sales users to easily track next best actions, next best offers, analytics around forecasts, lead
volume, conversion rates and get a real-time view of the state of their business. Sales teams can view B2C and
B2B dashboard reports in one instance. Each salesperson dashboard provides a personal summary while the
sales manager dashboard gives a team view with the ability to analyze the details of each team member.

Sales Futurecast
The Sales Futurecast dashboard widget provides AI-based insights into whether a sales rep is going to attain
quota for the quarter. Reps can see how each deal impacts the prediction and compare the AI prediction with
their traditionally weighted pipeline.

Pega for Outlook and Gmail

The Pega for Outlook add-in and the Gmail Chrome extension gives sales reps contextual insight into Pega
Sales Automation right from their email. As emails and appointments are selected, sales reps get a complete
view of the relevant leads, opportunities, contacts, accounts, and organizations. You can synchronize emails
and appointments to Pega Sales Automation with a single click and easily create and modify activities, contacts,
leads, and opportunities.

14
Email Bot
Email Bot reads and understands the content of emails and suggests actions by leveraging
Pega’s sentiment analysis and natural language processing (NLP). Pega sentiment analysis determines whether
the text in an email from a prospect/customer is ‘’positive”, "negative” or “neutral”. NLP analyzes email content
in real-time, suggesting tasks and specific email responses”.

Microsoft Exchange integration

Bi-directional calendar sync with Microsoft Exchange allows sales managers and sales reps to manage
calendar appointments across sales teams, customers, prospects, and subject matter experts from directly
within Pega Sales Automation while always staying in sync with their Microsoft Exchange calendar. For
example, sales reps can view sales team attendee availability in real-time and sync appointments to
Exchange. Also, sales automation allows the sales rep to share his calendar with other sales reps and sales
manager so that they can view the reps’ appointments as well.
Sales Automation also supports bi-directional contact synchronization, eliminating the redundancy of creating
or editing contacts in multiple systems, and ensuring the most up to date data is being used in both systems.
Microsoft Exchange to Pega Sales Automation email integration allows sales managers and sales reps to
synchronizes their Microsoft Exchange email with Pega Sales Automation. This way the emails can
automatically be stored against the corresponding work objects in sales automation and allows not just the
sellers to act on it as a team but also let’s sales automation to provide guided selling by drawing insight from
each email.

15
Pega Knowledge
Seamless integration with Pega Knowledge gives every Pega Sales Automation user access to sales collateral
and content. Users can browse and search the knowledge library, or sales ops and sales managers can push
suggested content to sales reps based on the attributes of their leads and opportunities. One-click sharing
makes it easy to send content to co-workers, prospects, and customers.

Search
Global search performs an indexed, optimized search across all the work objects that the logged in user can
access. By combining Elasticsearch with territory security, the sales team can easily find the data they need from
a single search dialog on any device, displayed in order of relevancy.

Partner relationship management

Empower your partners and agencies to leverage the benefits of Pega Sales Automation while gaining
insight into their deals, sales activities, and forecasts from a single application instance. Model a
partner organization’s tiered structure and grant granular access using territory security. Global sales
ops can easily set up and administer partners as well as delegate user and territory administration to
the local sales ops users at the partner organization.

Share information with partners

Channel managers can share organizations, contacts, accounts, and collateral with partner sellers in
read-only mode. Channel manager can also use Spaces to share important announcements, or product

16
updates. These capabilities allow in seamless exchange of information between the parent organization
and the partner organizations.

17
Avoid channel conflicts with deal registration
Deal registration capability helps partner sellers get the most value out of their time by letting them work on
the best deals. This is how it works:
• Partner seller gathers information on deals and submits to channel manager to approve.
• Channel manager easily handles conflicts with visibility into potential duplicate deals.
• Post-approval from a channel manager.
• Partner sellers start working on the deal.
• Timely notifications throughout deal registration provide fluid process.

Marketing Development Fund (MDF)

Channel Managers can now support marketing activities of Partner sellers by allocating them marketing
development fund. Every Channel Manager has a pre-allocated budget that gets distributed among
partners. This is how it works:
• Partner seller initiates a marketing development fund request (MDF request) explaining the
plannedmarketing activity.
• Channel Manager reviews the request and approves the budget amount.
• Partner seller completes his marketing activities by utilizing the budget and raises a claim request with actual
expense information.
• Channel Manager reviews the claims request and approves it, thereby bringing the MDF request to a closure.

Sales Chatbot
The Sales Chatbot replaces online registration forms by interactively capturing data and qualifying prospects.
Once qualified, a lead can be automatically created and routed to the appropriate sales rep and a meeting
scheduled based on the sales rep’s availability. Other relevant entities, for example, organizations, contacts,
tasks, activities, and pulse posts are also automatically created by the sales chatbot.

18
Sales Automation case types and workflows
This section describes the standard case types that are included with Pega Sales Automation and are available
for selection within the New Application wizard when you create your Sales Automation application.
Depending on your organization's needs, you may include all or a subset of these case types in your
application.

Example case types

The examples shown here represent some of the key features of Sales Automation.

Example 1: Opportunity
Opportunity provides a quantitative way to understand the efforts put in by a sales rep towards closing deals. It
contains important information such as size of the deal, status of the deal, activities logged by the sales rep etc.
This data helps in forecasting the sales pipeline for a business.

Example 2: Appointment
Appointment helps the sales reps setup meetings with contacts and leads. These meetings usually provide the
starting point towards closing of deals and the appointment case seamlessly captures the vital information
such as action items, meeting notes etc.

Example 3: Contact
Contact is the single-source-of-truth for details about prospects and existing customers. Contact case is
associated with all the major case-types in Sales Automation (organizations, opportunities, accounts, and leads)
as it provides important end user information to the sales rep.

Standard case types

Case Type Description

Organization An organization represents the levels of the customer business hierarchy. It can be a
specific business, holding company, or corporation and has one or more organizations or
accounts as a child entity.

Account An account is an economic decision-making unit. It Is a logical or physical group to which

a product or service is sold.

Contact A contact is a person that is a prospect or customer. For business selling, contacts are
usually employees of the organization to whom you are selling. For Individual selling,
they are the person interested in making a personal purchase.

Household A household is a grouping of contacts with the ability to identify a contact as the head of
household.
19
Case Type Description
Activity An activity captures interaction with customers, such as phone calls, meetings, and co-
browse sessions.

Task A task is a to-do for the sales team to follow up on.

Lead A lead contains details of a prospect who has shown some interest in the products or
services offered. It is usually the name of a person.
Sales Automation supports B2B leads when selling to businesses and B2C leads when
selling to individual consumers.

Opportunity An opportunity is a potential sale of a product to a customer or prospect. This is the most
vital component of a sales funnel as it provides a snapshot view of the status of the sale.
Sales Automation supports B2B opportunities when selling to businesses and B2C
opportunities when selling to individual consumers.

Partner Organization A partner organization is used to create a partner organization for the respective partner
sellers.

Partner Contact A partner contact captures information about the partner sellers who do not have access
to the portal.

Close Plan
A close plan contains periodic updates posted by sales reps about their progress of the
deals in their pipeline.

Appointment An appointment provides a way to track the meeting action items along with the details
of the meeting.

Knowledge Article
A knowledge article facilitates seamless sharing of useful marketing collateral, training,
and onboarding content across the organization.

MDF An MDF case provides a way to track the marketing budget utilization by partner sellers.

20
Roles, portals, and dashboards
Sales Automation supports key roles associated with your day-to-day use of the application. The table below
describes the key access roles provided within the application.

Role name Description

Sales Sales representatives manage their lead and opportunity pipeline including all communications with
Representative prospects and customers.

Sales Manager Sales managers manage teams, monitor overall performance, and collaborate with their teams.

Sales Sales operations are responsible for supporting the sales team by managing territories, users, and
Operations administering data.

Administrator Administrators are responsible for managing the complete application.

Channel Channel Managers manage partners affiliated with the parent organization.
Manager
Partner Seller Sales Representatives in the partner organizations who sell the products of the parent organization.

Partner Seller Sales managers in the partner organizations manage partner sellers.
Manager
Partner Sales Partner Sales Operations create, modify, or remove partner sales reps.
Ops

Pega Sales Automation comes with several role specific dashboards out of the box in the applicable portals.

Sales rep dashboard

This dashboard provides sales representatives with insight into typical sales metrics specific to sales pipeline,
lead conversions, sales coaching plans, goal attainment, and activity tracking. Users can personalize the
dashboard layout from a library of prebuilt sales widgets.

21
Sales manager dashboard
This dashboard provides sales managers with insight into their team performance, quota attainment, activity
completion, and team effectiveness using a sales coach. Managers can personalize the dashboard layout from a
library of prebuilt sales manager widgets.

22
Partner dashboard
Channel managers can analyze the contribution from the partners by looking at the partner leaderboards,
partner pipeline, and partner win/loss analysis widgets. These widgets gather data at the organization level.
Channel managers can also drill-down into the statistics of individual partner by looking at partner
opportunities, latest activity, marketing collateral shared with partners, sources for partner opportunities.

23
Primary data entities
This section describes the data types that are used by Pega Sales Automation stored in external systems or,
where appropriate, internally to the Pega system.

Name Description System of record (SOR)

Organization Business entity to which a Pega

product or service is sold
to (B2B).

Account Sales account in a Pega

business-to-business
(B2B) sales cycle.

Opportunity Opportunity work class in Pega

a sales cycle.

Lead Lead work class in a sales Pega

cycle.

Contact Person that the sales Pega

representative interacts
with to make a sale.

Customer Activity Log of a customer Pega

interaction.

Task Follow-up task for an Pega

operator.

Household Household class to Pega

handle householding.

Partner Represents another Pega

business entity who
partners with the parent
sales organization to sell
its products and services.

Business Territory Entity to logically or Pega

geographically group and
report sales activities and
forecast revenue.

24
Name Description System of record (SOR)

Competitor Competing vendor on an Pega

opportunity and
additional meta data.

Product Definition of a product Pega or External

item and meta-data.

25
Further reading
For more information about Pega Sales Automation, see the Pega Sales Automation product page.

26