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Keep contact and email data in sync (8.4)

Suggest edit Updated on May 3, 2021

Having up-to-date information on your contacts and customer emails is crucial for building and advancing your sales pipeline. That’s why your team needs a contact and email syncing tool that seamlessly connects Pega Sales Automation and Microsoft Outlook. With Pega’s latest real-time contact and email sync capabilities keep your customer and prospect contact data constantly up-to-date.

Update contacts and log email activities in a single system for a unified view

Your sales representatives should not have to spend time toggling between different systems to update contact information and find important emails. Using Pega’s flexible synchronization capabilities, which can run bi-directionally or in a single direction, your sales team is able to make seamless updates to their contact data in one system. So, whether you are working in Outlook, Office 365 online, or Sales Automation, your sales representatives are always armed with a unified view of real-time contact data and email activities.

"Outlook 2"

Pega’s contact sync in Microsoft Outlook and Pega Sales Automation

With the enhancements to Pega's latest realt-ime contact and email sync capabilities you can spend less time on manual data maintenance, and more time on impactful customer engagement with the right contacts across the entire selling eco-system.

"Outlook 4"

Updating contacts Pega Sales Automation

For more information about how you can set up contact sync within Pega Sales Automation, see <Microsoft Exchange and Microsoft Outlook integration in Pega Sales Automation>.

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