A comprehensive sales plan starts with understanding your pipeline. Use Clarity CRM to improve sales forecasting and manage the entire sales process, from first contact through the entire customer journey. Track your opportunities to improve sales forecasting accuracy and ensure no deals fall through the cracks. Manage the entire pipeline from a single intuitive view – forecast future sales with accuracy and confidence Create your own sales process to ensure consistent sales execution from your whole team Track opportunities by lead source to understand where your best leads are coming from Fully customize the opportunities module to accommodate your unique selling process Add product line items directly from a price book or enter custom line items directly into the opportunity Convert opportunities to quotations or sales orders Export your opportunity records to Microsoft Excel Run out-of-the-box pipeline forecast reports or create your own custom-tailored reports

Pega Customer Service for Healthcare breaks down the barriers created by traditional CRM solutions, allowing you to deliver cost-effective, high-quality care through your service teams. With Pega, you lever your best practices into streamlined processes that dynamically guide each service interaction, automatically adapt service delivery to the channel or device, and enable rapid response to market change without the need for any coding from IT.

Think unified solutions, not silos across personalized marketing engagement, proactive digital customer service and intelligent automation. A configurable technology platform with out of the box healthcare focused capabilities. Even the most cutting-edge technology can’t work in isolation. If you’re constantly duplicating efforts across different systems that don’t talk to one another, you’re losing out on quality time that could be spent with your patients. Don’t let administrative hassles distract you from what really matters. Pega offers the industry’s only unified digital process automation platform, combining robotics, process automation, and case management together in a unified architecture. And we build in powerful decision analytics, so you’ve got everything you need to automate any process while working faster and smarter. https://www.pega.com/insights/resources/context-driven-applications-healthcare