Pegasystems

Enhance your Pega Sales Automation experience with real-time insights directly within Gmail using the Pega for Gmail Chrome extension.

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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

Sales RepresentativesSales ManagersBusiness Development TeamsAccount Executives

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

Frequently Asked Questions

Find answers to common questions about Pegasystems

What are the system requirements for installing the Pega for Gmail extension?

You need Pega Sales Automation, a Chrome browser, and a G-Suite corporate email account to use the extension.

Is the Intelligent Virtual Assistant available with all Pega editions?

No, IVA features require the Engagement Edition of Pega Sales Automation.

Can I use the extension on browsers other than Chrome?

No, the extension is specifically designed for Google Chrome and is not compatible with other browsers.

How does the extension improve sales productivity?

It provides immediate insights, automates data synchronization, and enables quick actions directly within Gmail.

Is training required to use the Pega Gmail extension?

Basic familiarity with Gmail and Pega Sales Automation is sufficient; the extension offers intuitive, user-friendly features.