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Webex Meetings and Webex Teams integration


Rather than having to toggle between multiple applications, Webex integration with Pega Sales Automation™ enables sales representatives and managers to schedule and initiate virtual meetings directly in Sales Automation. Sales representatives can engage with customers and colleagues, send chat messages, and share content without leaving Sales Automation.

The Webex integration also syncs video call transcripts directly into Sales Automation. Pega's natural language processing (NLP) engine uses the call transcripts to surface insights and recommendations to the sales team.



Have a look at how users can leverage the Webex integration.

In this example, sales representative Terry Mason wants to schedule a virtual meeting with his prospect, Acme.

You start by creating a new appointment.

Provide a Subject.

Select the type of virtual meeting to add.

Provide a Location, Duration, and Starts time.

Add an Agenda, External attendees, and Related opportunities.

When finished, click Send.

After the meeting, the organizer can download the meeting recording from the Actions menu. The meeting transcript is available in the Agenda & previous notes section.

Meetings that are created in Outlook with a Webex meeting link are synched back to Pega Sales Automation.

Now, return to Sales Automation to view the meeting that you just created.

Sales representatives can also leverage Webex Teams to communicate with customers and colleagues in real-time.

Next, look at how Terry can reach out to prospect Sara Connor over Webex Teams to give a quick live demo.

First, locate Sara's contact record, and then click the chat icon to open Webex Teams chat.

Enter the message for Sara.

In addition to the text chat, Terry can have a video call and share content with the prospect.

Webex Teams can also be used for collaboration within the sales team.

On the opportunity on which you are working, it is possible to open Webex Teams to collaborate with colleagues form the Sales team widget.

The Webex recents gadget shows recent conversations in one place.

You have reached the end of the demo. It showed you how sales representatives can leverage the Webex integration to virtually meet with prospects and customers and collaborate with colleagues.

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