Pega Sales Automation is an enterprise sales force automation (SFA) and sales execution platform focused on workflow automation, next-best-action guidance, and AI-assisted selling. It is built on the Pega Platform (a low-code workflow and case management foundation) and is typically positioned for organizations that want to standardize and orchestrate complex, end-to-end selling processes (often across multiple business units and regions) while integrating with existing systems rather than replacing them.
Pega describes features such as “agentic AI,” guided selling, and automation of repetitive tasks (for example, opportunity updates, activity capture, and recommended next steps). The implementation guide highlights connectors and add-ins (email clients and social selling tools) and a structured approach to configuring team structures, data imports, portals, and processes.