Introduction to Pega GenAI Coach for Sales
Pega GenAI Coach™ provides intelligent guidance and assistance to sales representatives by generating personalized content with summaries, recommendations, instructions, and insights based on information available in the system. In this way, Pega GenAI Coach helps salespeople overcome their toughest sales blockers and improve their decision-making and sales performance. Additionally, you can create multiple Pega GenAI Coaches to answer questions based on different prompts and data sources.
For example, the default Contact engagement coach in Pega GenAI Coach analyzes contact data to generate overviews and action items to improve client engagement. The Opportunity Case review coach, on the other hand, analyzes opportunity data and generates opportunity summaries and potential risks that might affect an opportunity.
Pega GenAI Coach enables you to embed best practices and create effective instructions by analyzing data around an Opportunity. When this is combined with the actual Case data, it becomes a powerful assistant, or coach, that sellers can take advantage of throughout the sales process.
Types of Coaches
There are two types of coaches, namely Case Coach and Landing Page Coach.
Case Coach
The Case Coach is designed to guide sellers through specific stages of a sales opportunity. It uses data from various sources to provide tailored advice and next steps. The key components within the Case Coach include:
Opportunity: This focuses on the details of the sales opportunity, helping sellers understand the context and specifics of the deal they are working on. It provides insights into customer needs, potential challenges, strategic approaches, key insights, and suggested next steps to close the deal.
For example, Noah Smith, a sales representative, wants an overview of the Platinum Health Coverage opportunity for Acme Tech, as well as a summary of its recent activity. Noah asks Pega GenAI Coach by navigating to the specific opportunity page. Pega GenAI Coach responds by providing an Opportunity Overview, listing Key Contacts, and summarizing Recent Activities such as Tasks, Activities, and Emails.
Contact: The Contact component helps sellers to manage and optimize their interactions with key stakeholders. It provides information about decision-makers, influencers, and other relevant contacts within the customer's organization, enabling personalized and effective communication.
For example, Noah Smith wants to know the sentiment of Sara Connor during their last meeting about the U+ Health Gold Plan B Pricing. Noah asks Pega GenAI Coach by navigating to the Contacts page for Sara Connor. Pega GenAI Coach responds by providing the Meeting Summary, Sentiment, Action Items, and Insights.
Account: This component offers a comprehensive view of the customer's account, including historical data, previous interactions, and overall account health. It helps sellers understand the broader relationship with the customer and identify opportunities for upselling or cross-selling.
For example, Noah Smith wants to know about the risks and challenges of the Netflix account. Noah asks Pega GenAI Coach by navigating to the Netflix Account page. Pega GenAI Coach responds by providing the current and potential risks and challenges.
Appointment: The Appointment component assists sellers in scheduling and managing meetings with prospects and customers. It provides recommendations for the best times to reach out, key topics to discuss, and follow-up actions to ensure productive engagements.
For example, Noah Smith had a call with key prospects at Verizon about sending a proposal for a Health Insurance Plan. Noah wants to know who had negative sentiment during the meeting. Noah asks Pega GenAI Coach by navigating to the specific meeting invite on the Appointments page. Pega GenAI Coach responds by analyzing the Appointment Case Details and the Contacts invited to the meeting, to identify any negative sentiment.
Landing Page Coach
The Landing Page Coach is designed to provide sellers with a high-level overview and actionable insights right from the landing page of their sales platform. It ensures that sellers have quick access to critical information as soon as they log in. The key components within the Landing Page Coach include:
Opportunity Landing Page: This component offers a summary of all active opportunities, highlighting the most urgent and high-priority deals. It provides quick access to essential details such as deal size, stage, and next steps, enabling sellers to prioritize their efforts effectively.
For example, Noah Smith wants to know the list of opportunities that are at risk of not closing. Noah asks Pega GenAI Coach by navigating to the Opportunities Landing page. Pega GenAI Coach responds by providing a list of all opportunities that are at risk, along with their recent engagements and risk factors.
Each main coach consists of multiple sub-coaches, each designed with a specific purpose and a set of pre-defined questions tailored to their focus area. These sub-coaches are structured to provide targeted insights, recommendations, and actionable steps based on the data they analyze. By addressing different aspects of the sales process, each sub-coach ensures that sellers receive comprehensive guidance and support. This holistic approach allows for a more efficient and effective sales process, enabling sellers to make informed decisions and take strategic actions to close deals successfully.
Pega Sales Automation™ provides preconfigured Pega GenAI Coaches for the following records:
| Records | Pega GenAI Coaches |
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Business and individual opportunities |
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Contacts |
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Accounts |
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Appointments |
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By default, you can view the Pega GenAI Coaches on the GenAI Coach tab for respective records. Additionally, you can view the Opportunity Pega GenAI Coaches on the Opportunity landing page.
The following figure shows the Pega GenAI Coach on the Pega GenAI Coach tab in an Opportunity:
The following figure shows the Pega GenAI Coach in the Pega GenAI Coach widget:
このトピックは、下記のモジュールにも含まれています。
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