Discussion

Ask the Expert - Pega Sales Automation with Mahesh and Mallikarjun

Join Mahesh and Mallikarjun in this month's Ask the Expert session!

Meet Maheswara Rao Kurucheti: Mahesh is a Subject Matter Expert on Sales Automation functionalities. He has around 9 years of experience in deluge of domains, specializing in BPM, Case Management and CRM domains. He also has experience with Microsoft integrations such as Outlook and Exchange.

Meet Mallikarjun Reddycherla: Mallikarjun is a Subject Matter Expert on Sales Automation functionalities. He has around 9 years of experience in diverse domains with special focus on CRM. He loves to solve performance issues and technical complexities.

Message from Maheswara Rao Kurucheti: I am very happy to assist or clarify any of your queries related to Sales Automation functionalities & integrations with Sales Automation. Please don't hesitate to get in touch with us.

Message from Mallikarjun Reddycherla: I am happy to assist you and it’s my pleasure to answer any of your queries about Sales Automation functionalities, any performance issues in Sales Automation & Integrations with Facebook and LinkedIn.

Ask the Expert Rules

  • Follow the Product Support Community's Community Rules of Engagement
  • This is not a Live Chat - Our SMEs will reply to your questions over the course of this two-week event
  • Questions should be clearly and succinctly expressed
  • Questions should be of interest to many others in the audience
  • Have fun!

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Pega
September 11, 2018 - 6:11am

Hi All,

Please go through following product overview document which will give a quick glance on all the Pega Sales Automation features.

https://community.pega.com/system/files/media/pdf/2018-07/pega-sales-automation-74-product-overview.pdf

In case you have any questions, add them below by posting it as a reply!

September 13, 2018 - 1:27am
Response to Mahesh

We expected Pega SA would be easy to model partners (i.e. distributors, agents) organization in hierarchy/tiered structure according to p.18 in Sales Automation V74 Product Overview, however partners management functionality in Pega SA might be very very limited and unable to support our business. We found partners' organization and territory permission could not be modeled in the similar way like customer account/organization in Pega SA.

For example, we had an external agent (Partner #A) who help promoted and sold our Product-ABC in entire China market, Partner #B sold our Product-XYZ in East China and another Partner #C who sold our Product-ABC in South China only.  Our sales rep located in different cities with their own sales territory respectively like North East China, South China, East China, North China, etc.  Partner's organization hierarchy usualy not same with our sales hierarchy organization (territory), we don't know how to configure partner territory permission to our sales rep. 

In this case, our sales rep in South China territory must be able to access Partner #A and Partner #C when he wants to create new opportunity of Product-ABC in his territory, sales rep in East China finds Partner #B only when he wants to create new opportunity of Product-XYZ in his territory, sales rep in East China needs to access Partner #A when he wants to create new opportunity of Product-ABC in his territory.

We have no idea how to implement the complicated partner organization (territory) to work with our sales reps territory. Looking forward to your help, thanks.

Pega
September 14, 2018 - 6:42am
Response to Kev.Chen

Thanks for reaching us.
Rep can access opportunity If we make him as owner/team member to the opportunity even doesn't have territory access.
To provide access to multiple territories - we can delegate multiple territories through operator's access and permissions screen, here we can give access to sales territory and partner territory to the sales rep.

In SA 8.1 release, we have improved partner relationship management capabilities. provided sharing capabilities to share Account/Org/Contact to individual partner seller/entire partner organization.

Please let us know if you require further information. 

 

September 20, 2018 - 9:59am