Pegasystems
Enhance your Pega Sales Automation experience with real-time insights directly within Gmail using the Pega for Gmail Chrome extension.
About Pegasystems
The Pega for Gmail Chrome extension boosts productivity for users of Pega Sales Automation by delivering instant insights within the Gmail interface. It utilizes Pega’s Intelligent Virtual Assistant (requires Engagement Edition) to analyze email content and suggest appropriate actions and responses in real time. The extension displays related contacts, leads, opportunities, and organizations when viewing Gmail emails and Google Calendar events. Users can easily sync emails and meetings as activities linked to objects with a single click, and search or modify sales data directly from Gmail, streamlining the sales process.
How to Use
Download and install the Pega for Gmail Chrome extension from the Chrome Web Store. Once installed, connect it to your Gmail account to receive instant insights and actionable suggestions. Use the extension to view related sales data, synchronize emails, and create or update work objects seamlessly within Gmail and Google Calendar.
Features
- One-click synchronization of emails and meetings with Pega Sales Automation
- Displays related contacts, leads, opportunities, and organizations
- Provides real-time email analysis and suggestions through the Intelligent Virtual Assistant
- Enables searching and editing sales data directly within Gmail
Use Cases
- Sales professionals receive an email from a prospect. The extension instantly shows the contact details, relevant opportunities, and suggests follow-up actions like scheduling a call.
Best For
Pros
- Seamless integration with Pega Sales Automation platform
- Instant insights within Gmail improve efficiency
- Enhances sales team productivity
- Simplifies data synchronization and management
Cons
- Requires Pega Sales Automation license and G-Suite corporate email
- IVA and NLP features may vary by edition
- Limited to the Chrome browser environment