List of Pega Sales Automation Customers
Pegasystems
One Main Street,
Cambridge, 2142, MA,
United States
Cambridge, 2142, MA,
United States
1 617-374 9600
Professional Services
5598
$1.7B
Since 2010, our global team of researchers has been studying Pega Sales Automation customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Pega Sales Automation for Sales Automation, Sales Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Pega Sales Automation for Sales Automation, Sales Engagement include: Express Scripts, a United States based Insurance organisation with 30000 employees and revenues of $100.20 billion, Kaiser Permanente, a United States based Non Profit organisation with 223883 employees and revenues of $100.10 billion, Farmers Insurance, a United States based Insurance organisation with 21000 employees and revenues of $28.00 billion, CareFirst BCBS, a United States based Insurance organisation with 9000 employees and revenues of $12.40 billion, CareFirst BlueCross BlueShield, a United States based Insurance organisation with 9000 employees and revenues of $9.60 billion and many others.
Contact us if you need a completed and verified list of companies using Pega Sales Automation, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Pega Sales Automation customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CareFirst BCBS | Insurance | 9000 | $12.4B | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2018 | n/a |
In 2018, CareFirst BCBS implemented Pega Sales Automation to support Sales Automation,Sales Engagement use cases across CRM and sales workflows. The deployment targeted CRM specific functions and sales engagement processes, integrating Pega Sales Automation into portal interactions and user productivity tooling.
The implementation delivered core capabilities including class structure design, workflow orchestration, and the Pega Sales automation framework to enable CRM functions. Development work included detailed integration rules, work object routing, and JMS based messaging to keep work objects updated for letter generation and distribution, plus a Pega web mashup integration with an external portal application. Outlook integration was implemented to synchronize meeting invites and calendar events into users' Outlook calendars, and automated testing was defined through an AUT process with automated test suites, unit testing, and support for SIT and UAT.
Architecture and operational tooling included deployments using Pega Automated Deployment PAD and packageized delivery artifacts such as Solution Architecture Package 3, Software Design Specification, and Integration Agreement Document to govern design and integrations. The Sr. System Architect and Pega Delivery Lead owned delivery of technical documentation, performed code reviews to enforce Pega Guardrails, corporate UI and coding standards, and managed change control and complex defect remediation.
Operational governance emphasized agile collaboration with sprint reviews, retrospectives and story estimations, and close business analyst engagement to translate features into user stories. The configuration and rollout focused on instrumenting Pega Sales Automation to align with CareFirst BCBS CRM and sales engagement workflows while maintaining structured deployment pipelines and quality gates.
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CareFirst BlueCross BlueShield | Insurance | 9000 | $9.6B | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2018 | n/a |
In 2018 CareFirst BlueCross BlueShield implemented Pega Sales Automation to centralize CRM workflows and sales activity orchestration. The deployment explicitly targeted Sales Automation,Sales Engagement capabilities to enable CRM specific functions across sales and service teams.
The Pega Sales Automation implementation included design and development of class structures, workflow orchestration and integration rules, guided by documented artifacts such as a Solution Architecture Package, Software Design Specification and Integration Agreement Document. The team incorporated the Pega Sales automation framework to provision lead and opportunity management workflows, and implemented Pega Web-mashup integration with a portal application to surface case and sales objects to external user interfaces.
Integration work streams delivered robust JMS message communications to keep work objects updated for letter generation and distribution, and implemented Outlook integration to synchronize meeting invites and events with users calendars. Deployment processes used Pega Automated Deployment PAD tool for packaging and promotion, with explicit support for unit testing, system integration testing and user acceptance testing phases.
Governance and delivery practices emphasized iterative agile ceremonies, sprint reviews and story estimation, close BA collaboration to translate features into user stories, and formal code reviews to ensure compliance with Pega Guardrails, UI standards and corporate coding guidelines. The engagement also defined an AUT process, created automated test suites, supported change control workflows and managed complex defect resolution and design clarifications during rollout.
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CNO Financial Group | Insurance | 3500 | $4.1B | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2020 | n/a |
In 2020, CNO Financial Group implemented Pega Sales Automation across its Marketing and Sales organizations to standardize sales workflows for Direct to Consumer D2C and Worksite channels. Pega Sales Automation was deployed as the core Sales Automation,Sales Engagement platform to support lead management, guided selling, opportunity tracking, and sales engagement orchestration for business users and product teams.
The implementation was executed by an organization of more than 150 technical professionals working onshore and offshore, and was configured alongside Pega Customer Decision Hub, Sitecore, and Liferay to align decisioning, digital content delivery, and portal experiences. Functional capabilities emphasized sales workflow automation, lead routing and assignment, and sales engagement sequencing consistent with Sales Automation,Sales Engagement use cases.
Deployment architecture combined on-premise instances with cloud-hosted environments spanning AWS, Azure, and Google, enabling hybrid hosting and multi-cloud resilience. Integrations explicitly include Pega Customer Decision Hub for decision orchestration and Sitecore and Liferay for digital engagement and portal integration, with product management overseeing roadmap alignment and status reporting.
Governance and rollout were organized through an Agile transformation that launched and matured three Agile Release Trains, supported by product management for roadmaps, metrics, and benchmarks. Security and risk mitigation were coordinated with the Chief Information Security Officer, vendor and service provider relationships were managed to meet organizational needs cost effectively, and hiring and retention practices kept turnover under 10 percent during the director's tenure.
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CSAA Insurance Group | Insurance | 3500 | $850M | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2020 | n/a |
In 2020, CSAA Insurance Group implemented Pega Sales Automation to centralize leads and opportunity management within its sales and service stack. The deployment targeted the Sales Automation,Sales Engagement category for a AAA insurer operating in the United States with approximately 3500 employees, aligning sales workflows with customer interactions and support processes.
Pega Sales Automation was configured to support core modules including Leads and Opportunities, and the implementation was integrated with the organization’s Pega Customer Service frameworks for call and interaction handling. Configuration work emphasized Pega PRPC features such as rules management, class hierarchy and data model design, process flows, UI rules, and out of the box reporting and BIX exports to enable operational reporting and reuse of rule artifacts.
Integration architecture used standard Pega integration patterns with REST and SOAP services and MQ messaging for asynchronous exchanges, while external authentication leveraged SAML based access groups and access roles within the Pega security model. Deployment activities included Pega export and import products, skimming and branch ruleset development, and were supported by well established DevOps and Agile practices to automate build, test and deployment pipelines.
Operational scope covered cross functional teams in sales, customer service, support and technology, with delivery coordinated across onshore and offshore teams in a virtual environment. Governance centered on Pega Guardrails, coding standards, scalability and reusable components, and required CSSA certification for engineers working on rulebase changes and deployments.
CSAA is actively hiring for a PEGA Software Engineer III to sustain and extend the Pega Sales Automation implementation, requiring at least four years of PEGA PRPC experience and familiarity with the PEGA Customer Service and PEGA Sales Automation frameworks. The role emphasizes platform governance, test automation and ruleset lifecycle management to maintain system integrity and support continued feature development.
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Duquesne Light | Utilities | 1700 | $800M | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2016 | n/a |
In 2016, Duquesne Light deployed Pega Sales Automation to support its Sales Automation,Sales Engagement initiatives at Duquesne Light Holdings in Pittsburgh, Pennsylvania. The implementation used the Pega Sales Automation application and Pega Sales Automation Framework on Pega PRPC to centralize sales workflows and interaction management for sales operations.
The implementation delivered a comprehensive set of rule artifacts and workflow automation, including high level class structure, work processes and rule sets, CPM specific rules such as Rule-PEGA-Intent-Task and Rule-PEGA-Interaction-Driver, and extensive Member Interaction and Provider Interaction-Driver logic. Developers created HTML rules, properties, embedded pages, correspondences, validation rules, decision tables, decision maps and declarative expressions, and implemented SLAs and background agents to automate timed business logic and reporting.
Architecture and integrations were built on Pega PRPC 7.1.8 and 6.3Sp1, using SOAP and SQL connectors and services with Rule-Connect-SQL to integrate against an Oracle 11g/12c PRPC database. Single sign on user authentication was implemented using Siteminder, system management and monitoring used the SMA console and agents and listeners were instrumented for scheduled processing and operational visibility. Standard debugging and runtime troubleshooting relied on Clipboard, Tracer and SMA tools to manage rule cache and listener state.
Governance and application security were configured inside Pega, with Access Groups, Access Roles, Operators, Application ID, Org Divisions, Org Units and Work Groups defined to enforce role based access. Development followed PRPC guard rails, included unit test cases and logs, and used nightly agents for operational tasks such as automated operator id creation. The project included ongoing coordination with offshore teams and direct business engagement for requirements, prototypes and production issue resolution.
Operational deliverables included automated daily, weekly and monthly reporting agents and integration workflows designed for smooth and optimized operation of systems, and hands on support processes to resolve day to day production issues. No quantitative outcomes were provided.
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Insurance | 4000 | $6.6B | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2019 | n/a |
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Insurance | 30000 | $100.2B | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2017 | n/a |
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Insurance | 1000 | $112M | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2019 | n/a |
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Insurance | 1100 | $400M | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2020 | n/a |
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Insurance | 21000 | $28.0B | United States | Pegasystems | Pega Sales Automation | Sales Automation,Sales Engagement | 2019 | n/a |
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Buyer Intent: Companies Evaluating Pega Sales Automation
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Pega Sales Automation Coverage
Pega Sales Automation is a Sales Automation, Sales Engagement solution from Pegasystems.
Companies worldwide use Pega Sales Automation, from small firms to large enterprises across 21+ industries.
Organizations such as Express Scripts, Kaiser Permanente, Farmers Insurance, CareFirst BCBS and CareFirst BlueCross BlueShield are recorded users of
Pega Sales Automation for Sales Automation, Sales Engagement.
Companies using Pega Sales Automation are most concentrated in Insurance and Non Profit, with adoption spanning over 21 industries.
Companies using Pega Sales Automation are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Pega Sales Automation across Americas, EMEA, and APAC.
Companies using Pega Sales Automation range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 6.67%, large organizations with 1,001-10,000 employees - 66.67%, and global enterprises with 10,000+ employees - 26.67%.
Customers of Pega Sales Automation include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Pega Sales Automation customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Sales Automation, Sales Engagement.