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Keep contact data in sync (8.3)

Suggest edit Updated on May 3, 2021

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

"Contact sync in Pega Sales Automation"

Contact synchronization in Pega Sales Automation

Update contacts in a single system for a unified view

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

Now, with less time spent on manual data maintenance, your team can devote more time to impactful customer engagement with the right contacts.

To learn more about how you can set up contact synchronization within Pega Sales Automation, see Synchronizing Microsoft Exchange contacts with Pega Sales Automation contacts and Synchronizing Pega Sales Automation contacts with Microsoft Exchange contacts.

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