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 Thomas Elce (ThomasE4070) Xoserve Product Owner
Xoserve
GB
ThomasE4070 Member since 2019 1 post
Xoserve
Posted: May 30, 2019
Last activity: September 24, 2019
Posted: 30 May 2019 8:59 EDT
Last activity: 24 Sep 2019 4:19 EDT
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Pega CRM functionality

Hi,

I am currently trying to create a CRM within a Pega Pixar environment. This is my first development within the Pega software....

I have got as far as uploaded a CSV of 'base data' but need to know how to visualise that base data and then ultimately build on that base data. (add sentiment to contacts, route emails to contacts, build up history and create a structured view)

Any help would be appreciated

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Posted: 2 years ago
Posted: 24 Sep 2019 4:19 EDT
Prasanth Kumar Kolluru (prasanthkumar) PEGA Technical Solutions Engineer
Pegasystems Inc.
IN

I am thinking you are on  Pega 8 version and suggesting the below answer 

As per my understanding, you have a couple of data in your CSV and you want to build a model from the existing data and predict sentiment to contacts, route emails to contacts.. etc 

if that is your approach you can develop text analytics model and predict the sentiments and entity from the data if you have any other requirement kindly let me in brief we will be happy to help you on that.

Kindly mention the Pega platform and CRM version that you are in so we can address the problem correctly as architectures change from version to version

We'd prefer it if you saw us at our best.

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