The Outlook add-in

The Pega Sales Automation™ Outlook add-in makes sales representatives more productive by eliminating the context switching from have to leave Outlook to make changes in Pega Sales Automation. From within the Outlook add in sales representatives can:

• Leverage Pega GenAI email prompts to create personalized email to the customer
• Create new leads, contacts, opportunities, activities, and tasks

When you select an email in Outlook the Pega icon is displayed in the email header. Click the Apps icon to open the add-in. You can then click the pin icon to make this the default view.

The add-in displays any contacts, leads, opportunities, accounts, and organizations associated with the email address.

You can add the person that sent the email as a contact by clicking the three vertical dots and then Add as contact.

You can also view the full information for a contact by clicking the View in browser

You can also add an activity or a task and edit the record directly from within the add-in.

From a contact, you can also create a Lead or an Opportunity.

It is also possible to add a new Activity, Task, Contact, Lead, and Opportunity records from the create menu.

The Outlook and Pega Sales Automation calendars are kept in sync, therefore, if you add an appointment in Outlook, it is be pushed to Pega Sales Automation and vice versa.

Sales representatives can use suggested emails powered by PegaGenAI™ to enhance the efficiency and quality of emails while composing new emails and replying to incoming emails. This feature uses AI to provide contextually relevant email suggestions, which helps increase productivity, quality, and customer engagement.