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Question

 Swapnil Kashyap (SKashyap)
Instellars
Vice President of Sales
Instellars
GB
SKashyap Member since 2016 6 posts
Instellars
Posted: Jun 13, 2017
Last activity: Jun 15, 2017
Posted: 13 Jun 2017 11:11 EDT
Last activity: 15 Jun 2017 6:29 EDT
Closed

Deal Negotiator / Retention Bundles using Pega Marketing / Decision Hub

I want to check if there is a Deal Negotiator equivalent in Pega ? I have not been able to find supporting articles or screenshots of such a feature in searches (A an article on Pega Marketing mentions 'offer negotiator', but no details about it)

The way it is being done in Chordiant, from a mobile telco client's perspective, we can offer a retention or upgrade package (handset, tariff, accessory bundle) based on agent's budget and CLV.

1. Is this supported by Pega 7 OOTB (industry framework) or does all of this need to be built ground up?
2. Has this been implemented at any client?

Thanks,
Swapnil.

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Low-Code App Development
Decision Management

Posted: 7 years ago
Posted: 13 Jun 2017 12:14 EDT
Raghukiran Shankhawaram (RaghuShankhawaram)
PEGA
Director, Software Engineering, 1:1 Customer Engagement
Pegasystems Inc.
IN

Hi Kashyap,

We do have the Deal Negotiator / Retention Bundles capability in the new Next-Best-Action Advisor which now ships as part of Customer Service application. Please refer to this link to know more: https://collaborate.pega.com/discussion/quizz-exploring-next-best-action-advisor-portal

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Posted: 7 years ago
Posted: 14 Jun 2017 5:27 EDT
Swapnil Kashyap (SKashyap)
Instellars
Vice President of Sales
Instellars
GB

Thanks for your reply shanr2. The link provided does show a financial services example with retentian bundle and a basket. Have you come across a telco example? Some screenshots will be helpful. 

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Posted: 7 years ago
Posted: 14 Jun 2017 10:48 EDT
Mark Davies (davim)
PEGA
Senior Director of Business Excellence
Pegasystems Inc.
US

There are several variants of the deal/bundle negotiator capability, the most basic is provided by the Pega Marketing Horizontal application and then it is extended in Marketing for Communications. This negotiator capability is also provided through retail advisor and through a web self service portal.

Please note - this is NOT part of Customer Service, it can be surfaced through the customer service portal, however it is part of marketing and is licensed as part of marketing.

If you go to sales hub and look at the retention use case in the marketing section of the comms and media area then you can find slide decks that discuss how we use bundle negotiator for comms.

https://saleshub.pega.com/insights/resources/retention-comms-sales-presentation-721

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