salesforce vs pega

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Table of Contents

Key Takeaways:

  • Pega and Salesforce are two popular CRM platforms used by enterprises worldwide.
  • Pega CRM is an enterprise-level platform with advanced automation tools that integrates sales, customer service, and marketing capabilities into a centralized platform with real-time AI and robotic automation. It can be deployed on a public cloud or in the Pega Cloud.
  • Salesforce CRM is a cloud-based platform that has been serving organizations for over two decades. It offers personalized services with different “Clouds” for different business needs and specializes in sales and marketing applications.
  • When selecting a CRM platform, businesses must consider their specific requirements, features, and benefits. Researching functionality and user reviews objectively before making a decision is crucial.

Introduction to CRM platforms and solutions

In the present business landscape, customer relationship management (CRM) is an indispensable aspect of any organization. In this section, we will provide a brief introduction to CRM platforms and solutions. We will emphasize the significance of utilizing a dependable CRM tool and key factors that businesses must consider while selecting a CRM platform such as Salesforce or Pega.

Understanding the importance of CRM in today’s business world

It’s extremely important to grasp the significance of CRM in today’s competitive business atmosphere. A great CRM system equips companies to offer enhanced, tailored services and monitor customer behavior to give them a great experience.

CRM can provide firms with real-time consumer insights. This includes buying habits, preferences, and feedback. By studying and tracking these details, companies can adjust their interactions for every single customer, making it personal.

This special approach results in more loyalty. Customers will stay if they feel valued. Plus, tracking customer transactions with the CRM tool allows businesses to manage their sales funnel in real-time. Teams can more easily spot new leads and determine when prospects are ready to close.

Also, a CRM software guarantees smooth collaboration between divisions within an organization, such as marketing, sales, and customer service. This boosts efficiency across many functions. In general, an effective CRM solution boosts an organization’s performance by boosting efficiency and productivity across functions, while also enhancing the relationship with customers.

Key factors to consider when choosing a CRM platform

When choosing a CRM platform, there are various factors to consider. Most important? Customization capabilities. Is the CRM tailored to your business needs and scalability? User interface and ease of use are also key. Plus, you need to ensure compatibility with other applications in use. Data security, privacy policies, and GDPR compliance are also crucial.

Budget constraints and pricing plans come into play. Compare different options and their features to meet objectives. Also look at deployment options, data management tools, marketing automation, AI, and robotic automation.

Choose a CRM platform that fits your budget and schedule. Each factor will have an impact, so think hard before investing. Do research on Pega and Salesforce, two of the biggest players. Selecting a CRM platform is a major decision that can affect business operations.

Overview of Pega and Salesforce CRM platforms

Pega and Salesforce are two of the largest CRM platforms used by businesses worldwide. Pega was founded in 1983 and is headquartered in Massachusetts, while Salesforce was founded in 1999 and is headquartered in California. Both platforms have a significant user base, with Pega reporting around 1,500 customers and Salesforce reporting over 150,000 customers.

When it comes to market share, Salesforce is the clear leader with a market share of around 19%, while Pega has a market share of around 1.3%. However, Pega is known for its strength in the financial services industry and has been named a leader in Gartner’s Magic Quadrant for CRM Customer Engagement Center.

In conclusion, while Salesforce dominates the overall CRM market, Pega is a strong contender in the financial services industry. By understanding the origins, history, market share, and user base of these two platforms, businesses can make informed decisions about which CRM platform to choose.

Brief history and origins of Pega and Salesforce

Pegasystems and Salesforce are two distinct CRM platforms. Pega was founded in 1983, providing customer engagement and operational automation solutions. It helps businesses automate processes and engage customers across multiple channels. Salesforce, established in 1999, started as a cloud-based CRM for sales pros. It has grown into marketing automation, analytics, and customer service.

Though both are industry leaders, their histories of growth differ. Pega emphasizes automating operations and integrating customer-facing applications for improved customer experience. Salesforce focuses on its “customer-first” approach, automating workflow touchpoints with customers.

The customization methodologies of Pega and Salesforce differ. Pega’s “Build for Change” offers flexibility and manageability. Its CRM integrates AI cores, like ML, predictive frameworks, and RPA. Salesforce‘s Service Cloud-CSM suite can be tailored with customer-specific automation features. It is integration-friendly, mainly with B2C or B2B Commerce clouds.

Both are CRM market authorities, but with different approaches to CRM. Users must select the one that meets their needs.

Market share and user base of Pega and Salesforce

Pega and Salesforce are two major CRM systems in the commercial world. Gartner’s 2020 Magic Quadrant for Sales Force Automation report shows that Salesforce is ahead in terms of execution and vision, whereas Pega is a niche player.

Pega has a unique selling point – its focus on automation and intelligent processes utilizing AI and machine learning. On the other hand, Salesforce is renowned for its cloud-based platform offering personalized services.

Both platforms have a wide community of users in various industries. Salesforce has 150,000 customers worldwide. Pega, too, has a large global user base – in Financial Services, Healthcare, Manufacturing, Communications & Media, and Government & Public Sector.

Prior to selecting a CRM, it is important to assess your organization’s needs. Decide which one fits best with your business goals. Both Salesforce and Pega are market leaders with distinctive strengths and features.

Differences between Pega and Salesforce in their CRM journey and origins

When it comes to customer relationship management (CRM), two major players are Pega and Salesforce. In this section, we’ll examine the differences between the two in terms of their CRM journeys and origins. Salesforce was founded in 1999 in San Francisco while Pega was founded in 1983 in Cambridge, Massachusetts. We’ll explore how each company approaches CRM, how they activate their software licenses, and customize their solutions to meet clients’ needs.

Pegasystems approach to CRM vs Salesforce’s approach

Pega and Salesforce take different approaches to CRM. A comparison table shows the differences between them:

Approach Pega Salesforce
Focus Business transformations tailored to clients’ needs Apps that are efficient and scalable
Customer Experience Offers an open framework for customer experience and streamlines processes Leverages packages like Sales Cloud and Service Cloud
App Development Centralized app development with low-code or no-code automation Maximizes extensibility through APIs, integrations, and partnerships
Customer Feedback Highly receptive to customer feedback Purchases best-of-breed products across verticals

These differences explain how Pega and Salesforce approach CRM. Pega develops solutions that meet each client’s needs. Salesforce builds efficient applications. Pega automates workflows with AI. The choice of platform depends on the features needed. It is important to evaluate individual needs before choosing. Both have strong functionality, but they may not meet all requirements. The differences between the two depend on their strengths and expertise. By understanding these, businesses can make a wise decision.

Activating software license and solution customization

Activating a software license and customizing CRM platforms requires a few essential factors to consider. One is the level of customization a platform offers. Also, think about the setup and implementation fees that come with activation. For guidance, follow this five-step guide:

  1. Identify business needs and software requirements for customer relationship management (CRM).
  2. Research different CRM platforms, such as Pega and Salesforce, and note their market share and user base.
  3. Choose a platform that fits your needs and budget.
  4. Check if the platform offers implementation and customization services within your budget.
  5. Activate your software license by following the guidelines of the relevant support teams.

The level of customization between platforms varies greatly. For example, Pega CRM offers automation tools with AI and robotic features, while Salesforce prioritizes record-keeping on its cloud-based platform and customer service options across different “Clouds”. Evaluate each platform objectively to make an informed decision. Both Pega and Salesforce are praised for their process streamlining abilities and unique touch-points. The right CRM solution depends on individual business needs and goals. Follow this five-step guide to ensure you make the best decision for activating software licenses and customizing solutions in CRM platforms.

Features and capabilities of Pega CRM platform

Pega’s CRM platform offers advanced automation tools and unique deployment options that are not available on Salesforce. The platform seamlessly integrates marketing, sales, and customer service capabilities and features an AI-powered customer engagement suite with robotic automation. This section will delve into Pega’s comprehensive features and capabilities, including its deployment options and advanced automation tools, as well as its seamless integration of sales, customer service, and marketing capabilities. Furthermore, Pega also provides a journey-enabled customer engagement suite with AI and robotic automation functionalities.

Deployment options and advanced automation tools

Customer Relationship Management (CRM) platforms have unique features. These include deployment possibilities and automation tools. These help businesses manage customer data and interactions.

Businesses must ponder several factors when choosing these options. These are scalability, customization, ease of use, security, and cost-effectiveness. Here are 6 steps for businesses:

  1. Determine business needs and goals.
  2. Assess available resources such as budget, IT, and technical expertise.
  3. Evaluate platform flexibility by seeing if the vendor has SaaS or on-premises solutions.
  4. Look at customization options. See if the automation tool lets you customize complex workflows without coding.
  5. Check compatibility with other systems. Integration with current legacy systems is key.
  6. Identify support capabilities. Make sure you get technical support.

When it comes to deployment and automation tools, scalability and security are hugely important. Pega CRM offers low-code deployment and machine learning (ML) automation. Salesforce CRM has cloud-based platforms to personalize services.

In conclusion, businesses must carefully choose options to manage customer data and interactions. This will help them achieve growth objectives and long-term success.

Integration of sales, customer service, and marketing capabilities

Pega and Salesforce are two of the leading CRM platforms. They provide impressive sales, customer service and marketing integration. Businesses can streamline processes and give clients a more personalized experience.

A comparison table can be created to compare the features of these two platforms using <table>, <td>, and <tr> tags. Features to compare include:

  • Lead management
  • Marketing automation
  • Social media integration
  • Reporting/analytics
  • Mobile access

Potential users can determine which platform is best for their needs by comparing the capabilities.

Pega stands out with its AI and robotic automation-powered journey-enabled customer engagement suite. It offers a seamless experience. Salesforce focuses on cloud-based record-keeping and personalized services through different “Clouds”.

Businesses should consider both Pega and Salesforce’s features before making a choice. Pega’s journey-enabled suite powered by AI and robotic automation is a unique offering to consider for the future of customer engagement.

Features Pega Salesforce
Lead Management
Marketing Automation
Social Media Integration
Reporting/Analytics
Mobile Access

Journey-enabled customer engagement suite with AI and robotic automation

Customer engagement is a must for businesses. Pega and Salesforce offer advanced automation tools powered by AI. Pega’s suite uses predictive analytics to give personalized channels, like email and social media. It assesses interactions across touchpoints to help companies reach their goals and gain insights about customers.

Salesforce’s Analytics Cloud has sales forecasting. This helps businesses know the demand for products and services.

Pega and Salesforce have different CRM approaches. Pega focuses on rules and standardization. Salesforce is for customization. Pega has an on-premise solution with ISV solutions. Salesforce has cloud-based records, for many industries.

Pega offers an integrated suite for sales, marketing, and customer service. It has robotic process automation to make digital employees that do monotonous tasks. Salesforce customizes services with social media platforms. Both companies use AI and robotic automation to improve customer engagement.

Features and capabilities of Salesforce CRM platform

Salesforce CRM is a top-tier service platform that provides multiple “clouds” catering to various business needs. In this section, we will look at the key features and capabilities that Salesforce offers, including its cloud-based platform for record-keeping and personalizing services. Salesforce provides several “clouds” catering to different business demands. These include Sales Cloud for sales teams, Service Cloud for customer service needs, Marketing Cloud for marketing applications, Commerce Cloud for e-commerce websites, and Community Cloud for community forums.

Salesforce prioritizes its Sales Cloud, which is the company’s flagship product. It offers a variety of integrations with other software, such as email marketing and social media. Additionally, Salesforce offers investments in integration frameworks like MuleSoft to enhance its customers’ experiences.

Overall, Salesforce is a reliable platform that provides various cloud services for different business needs. Through its Sales Cloud and investments in integration frameworks and marketing applications, Salesforce is committed to enhancing client experiences.

Cloud-based platform for record-keeping and personalized services

Salesforce CRM is a cloud-based system that businesses use to store and manage customer info and preferences. It offers outstanding service, as it’s easily accessible from anywhere with an internet connection. It has various Clouds to meet different needs, like Service Cloud for customer support and Marketing Cloud for personalized campaigns. Plus, it provides customization and integration frameworks to streamline processes. Salesforce CRM is perfect for improving business operations and customer satisfaction – its tailored features make it a must-have for any business.

Different “Clouds” for different business needs

The realm of Customer Relationship Management (CRM) has two top platforms, Pega and Salesforce. Both offer a range of cloud options to suit different business demands. These are tailored to meet the needs of distinct business units such as marketing, sales, service, analytics, community management, etc.

Pega’s clouds are designed to manage customer relationships from marketing to service. Plus, they provide intelligent solutions. Meanwhile, Salesforce’s clouds focus on individual business units but integrate across departments.

You can pick from the various cloud options per platform. Pega offers clouds for marketing, sales, service, community management, analytics, and intelligent automation. Salesforce also has clouds for marketing, sales, service, community management, analytics, and Einstein AI.

Organizations must review their CRM options regularly. The cloud options offered by each platform keep changing. So, it’s critical to evaluate the options and choose the most suitable one.

Focus on sales teams and investments in integration frameworks and marketing applications

Salesforce has developed various “Clouds” to meet the special needs of sales teams. These include Sales Cloud, Service Cloud, and Marketing Cloud. Additionally, the company has committed to integration frameworks to ensure a smooth integration with other platforms. This allows sales teams to work faster and more proficiently, saving time and resources.

Besides the sales-focused tools, Salesforce also provides marketing automation features. With this, companies can customize content based on customers’ past engagements with the brand. This makes it an effective tool for connecting with customers and increasing sales.

All in all, Salesforce’s CRM platform is a feature-rich and highly functional solution tailored for sales teams. It focuses on personalized services, integration frameworks, and marketing applications, making it a great choice for firms looking to make their sales processes simpler and better customer communication.

Choosing the right CRM solution for your business

When it comes to choosing a CRM solution for your business, it is important to thoroughly evaluate your options. In this section, we will explore two of the top contenders: Salesforce and Pegasystems. We will objectively consider the features and details of both platforms to help you make an informed decision, and we will take a closer look at the functionality and benefits of each option.

Consideration of features and details of each platform objectively

Choosing the right CRM platform is an important decision. To compare Pega and Salesforce, look at their features side by side. Here is a comprehensive comparison of some common components.

Key Features Pega Salesforce
Deployment Options On-premise, Cloud-hosted, Hybrid model Cloud-based only
Automation Tools for Efficiency Digital process automation, Robotic Automation, AI Process Builder, Workflow automation, Einstein AI
Sales Sales automation toolbox with predictive analytics and optimization models B2B sales management with opportunity forecasting and collaboration tools for sales teams
Customer Service Omnichannel customer service solution with SMS, mobile and web apps support Omni-Channel Support (Phone, Email, Chat) Cases Management
Marketing Automation Multichannel marketing campaigns powered by AI and machine learning. Corporate communications & content management, Inbound marketing including SEO toolset Sales Collaboration, Lead Management & Tracking, Marketing Automation Suite
Custom Services Personalized services based on user context and history Premier Platform Services with expert assistance, tailored to business needs.

Pega focuses on process optimization and automation. Salesforce prioritizes cloud-based record-keeping and personalized services. If you need streamlined processes, Pega is great. For a journey-enabled engagement suite with AI and robotic automation, Pega stands out.

When deciding between the two, consider the functionality and benefits. Research each solution in detail to make the right decision for your needs and goals. Remain objective while considering each platform’s features. Weigh the pros and cons to make an informed decision.

Research of functionality and benefits before making a decision

When choosing a CRM platform, research is key. Pega and Salesforce are two popular options. Pega offers automation tools and flexible deployment. It can also integrate sales, customer service, and marketing. Plus, AI and robotic automation can improve customer experiences. Salesforce focuses on record-keeping and personalized services. Its “Clouds” cater to varying business requirements. It also has marketing applications and integration frameworks. Organizations should analyze which platform best suits their needs. Doing this research will help them understand the features and benefits. The right CRM solution can help businesses streamline processes and productivity. Check out industry experts’ ratings and analysis for more info about Pega and Salesforce.

Ratings and industry analysts’ views on Pega and Salesforce CRM platforms

Industry analysts have provided insights into Pega and Salesforce CRM platforms. They made a guide for businesses to see which platform is best for them. The comparison below shows how Pega and Salesforce rate on criteria such as ease of use, features, integration capabilities, customization and customer support:

Criteria Pega Salesforce
Ease of Use High Average
Features Advanced Standard
Integration Capabilities Strong Limited
Customization Flexible Limited
Customer Support Responsive Standard

Pega has a unique feature. Its Business Process Management suite helps businesses automate their processes and streamline operations. This adds more value for digital transformation.

SEO optimized sub-headings:

Are you trying to decide which CRM platform to use – Pega or Salesforce? Look no further. In this section, we will compare and contrast the two platforms to help you make an informed decision for your business. We will examine expert ratings and reviews to see what industry professionals have to say about the two companies. Additionally, we will dive into the unique strengths and advantages of each platform to see how they can help improve business processes and customer engagement.

Pega vs Salesforce: Which CRM platform is better for your business?

Choosing a CRM platform for your business is essential. Pega and Salesforce have unique features and capabilities, so it’s important to compare them, using criteria. Let’s look at the key differences between the two.

  • Automation and customization-focused.
  • Cloud-based or on-premise deployment.
  • Integration of sales, customer service, and marketing capabilities.
  • Journey-enabled customer engagement suite with AI and robotic automation.
  • Sales-oriented with integration frameworks and marketing apps.
  • Cloud-based deployment only.
  • Different ‘Clouds’ for various business needs.
  • Focus on personalized services.

Both Pega and Salesforce are great CRM platforms, but they have different approaches. Evaluate each platform based on your business needs before making a decision. Analysts’ views can also be helpful.

In the end, it depends on your specific requirements. Comparing the features of both platforms can help make a well-informed decision that will drive superior customer service.

Advanced vs Feature-rich CRM: Comparing Pega and Salesforce

Pega and Salesforce are two of the top CRM platforms. Pega is popular for its automation tools, journey-enabled suite with AI and robotic automation. Whereas, Salesforce is praised for its feature-rich, cloud-based platform and tailored “Clouds” for different businesses.

To objectively compare them, we’ll examine their features side-by-side in this table.

Pega Salesforce
Deployment options Cloud-based platform
Advanced automation tools Integration frameworks and marketing applications
Integrates sales, customer service, and marketing Tailored “Clouds” for sales teams
Journey-based customer suite with AI and robotic automation Personalizing customer service

It’s worth noting that Pega focuses on automating business processes and providing exceptional journeys to customers. Whereas, Salesforce CRM Platform offers personalized customer service. It analyses each interaction to offer tailored suggestions.

These platforms have unique features that make them stand out. When making a decision, consider user experience, flexibility in customisation options, and ease-of-use when presenting results across multiple formats, such as tables or graphs.

Making the Right Choice: Factors to Consider when Choosing between Pega and Salesforce

Businesses must consider many facets when deciding between Pega and Salesforce. Such elements include deployment options, automation tools, integration abilities, cloud services, target audiences, pricing tactics, implementation fees, and post-implementation help teams. These CRM systems possess individual characteristics and capabilities that vary in their approach to customer relationship management.

To inspect the features of each platform, constructing a comparison table is excellent. By incorporating columns like the ones specified, firms can evaluate each system’s relevance based on their needs. They can contrast the advantages and disadvantages of both platforms side by side and make an informed judgement.

In addition, businesses should consider pricing strategies, implementation costs, and post-implementation support teams. These specifics may have a large effect on the success of CRM within a company.

Finally, companies must cautiously evaluate the features, pricing, implementation costs, and post-implementation support teams of Pega and Salesforce before settling on a decision. To find out which CRM platform is the ideal choice, businesses can refer to a head-to-head comparison such as Pega vs Salesforce, which provides expert ratings and reviews.

Expert Ratings and Reviews: Which CRM platform is leading?

Experts analyzed and ranked two popular CRM platforms, Pega and Salesforce. A table was created with HTML tags to show the ratings. Ease of use, customizability, integration options, and customer service were taken into account. Salesforce scored 8.3/10, while Pega scored 7/10.

Pega is great for automation tools, while Salesforce excels in sales and marketing. Both offer cloud-based solutions for collaboration.

One customer switched from Pega to Salesforce due to better customer service and integration. This shows that businesses should consider their own needs before picking a CRM platform.

In conclusion, Pega and Salesforce are efficient and innovative. Experts rate Salesforce as the leader, but businesses should pick the platform that works for them.

Streamlined Business Processes: How Pega and Salesforce CRM Platforms Standout

Pega and Salesforce are two remarkable CRM platforms. They excel in streamlining business processes with advanced automation tools and various deployment options.

Pega offers both cloud-based and on-premises models. This allows organizations to choose the best option. Plus, Pega has strong integrations for sales, customer service, and marketing. Also, AI and robotic automation assist with customer engagement, making Pega unique.

Salesforce is more sales-focused. It has basic automation tools integrated with marketing capabilities. Further, Salesforce provides personalized services through its cloud-based CRM platform. This includes limited robotic automation capabilities.

The table below compares both platforms:

Factors Pega Salesforce
Deployment Options Cloud or On-Premises Cloud Only
Automation Tools Advanced Automation Tools Basic Automation Tools
Integration of Capabilities Sales, Customer Service, and Marketing Integrations Sales-Focused Integrations with Marketing Capabilities
Artificial Intelligence (AI) and Robotic Automation Offers Journey-Enabled Customer Engagement Suite with AI & Robotic Automation Has Limited AI & Robotic Capabilities

These platforms have endured many changes over time. This shows their resilience in this ever-evolving business environment. In conclusion, Pega and Salesforce are two extraordinary CRM platforms. They help businesses streamline their processes and boost customer engagement.

Journey-Enabled Engagement: How Pega Revamps Customer Experience

Pega’s CRM platform revolutionizes customer engagement with its journey-enabled approach. This approach boosts the customer experience, providing personalized and consistent interactions across touchpoints. Pega’s suite offers real-time insights and analytics, allowing businesses to offer tailored solutions for their customers’ needs. AI, robotic automation, and advanced decisioning are incorporated into the approach to enrich the customer journey.

In today’s market, customer experience is vital. Pega’s journey-enabled approach allows clients to reach this goal. To maximize this approach, it is necessary to integrate Pega’s automation tools with sales, marketing, and customer service capabilities. AI-based analytics can customize engagements throughout the customer journey, further elevating the experience.

Superior Customer Service: Evaluating Salesforce’s Strength

Salesforce has a great track record of providing good customer service through its CRM platform. Companies love Salesforce for its cloud-based services that can be customized for individual needs. It has many “Clouds” that can help different businesses. Salesforce also invests in integration frameworks, marketing applications, and sales teams to make the customer experience better. It strives to give personal services tailored to each customer.

Compared to Pega CRM, Salesforce focuses more on sales teams. Its advanced features, such as opportunity management and lead nurturing, are a great help to them. Plus, it has the unique “Service Cloud” feature that further boosts customer satisfaction.

Salesforce’s users offer lots of real-life feedback. This helps businesses decide which platform to use and get industry-leading solutions that are right for them.

Salesforce is an excellent choice if you want great customer service. Its cloud-based tools and services, plus personalization at scale, can really help business growth and profits. With the best solutions and a focus on sales teams, Salesforce is the way to go for superior customer service.

Customized Services: How Salesforce Personalizes Customer Services

Salesforce CRM is a leading cloud-based platform. It offers customizable services, to help businesses personalize customer experiences. It operates under multiple “Clouds” to cover different business needs. It also invests in integration frameworks and marketing applications.

This platform has an advantage. It allows businesses to customize features like messaging, branding, emails, and targeted marketing campaigns. These features help companies to engage customers better while optimizing their processes.

Salesforce CRM is a comprehensive solution. It integrates with different tools and platforms, providing a seamless experience for customers across all touchpoints. By using Salesforce, you can provide more personalized experiences. You can also optimize your business operations.

To get the most from Salesforce, explore the platform thoroughly before deploying it. Use Salesforce Trailhead resources to learn how to implement complex customizations. With Salesforce, you can improve your business’s personalization opportunities. These can scale easily.

Five Facts About Salesforce vs Pega:

  • ✅ Salesforce and Pega are two popular CRM platforms used by enterprises worldwide. (Sources: techilaservices.com, hkrtrainings.com)
  • ✅ Pega CRM is an enterprise-level platform that integrates sales, customer service, and marketing capabilities into a centralized platform. It can be deployed on a public cloud or in the Pega Cloud and offers advanced and automated tools to streamline business processes. (Sources: techilaservices.com, pega.com, hkrtrainings.com)
  • ✅ Salesforce CRM offers different “Clouds” for different business needs, with Sales Cloud as its core product. (Sources: techilaservices.com, itbusinessedge.com)
  • ✅ Pega CRM is rated a leader in customer engagement and digital process automation. It offers a journey-enabled customer engagement suite that surpasses traditional systems. Pega’s AI and robotic automation transforms the way brands engage with customers and complete tasks. Its solution is seamless, fast, and omni-channel, all from a single platform. (Sources: pega.com, hkrtrainings.com)
  • ✅ While Salesforce is more accessible and feature-rich for sales teams, Pegasystems views CRM applications as the front-end for integrating business processes across the enterprise. (Source: itbusinessedge.com)

FAQs about Salesforce Vs Pega

Comparing Salesforce and Pega CRM Platforms

With the advent of digitization in business, there are now numerous CRM software platforms available. Two of the most popular are Salesforce and Pega. Deciding which one is right for your organization requires careful evaluation of the features and capabilities of each platform.

What are Salesforce and Pega?

Salesforce and Pega are two CRM platforms used by organizations globally to manage customer records and provide personalized services.

What is the difference between Pega and Salesforce?

Pega CRM is an enterprise-level platform that integrates sales, customer service, and marketing capabilities into a centralized system. It can be deployed on a public cloud or in the Pega Cloud and offers advanced and automated tools to streamline business processes. Salesforce, on the other hand, is a cloud-based platform that has been serving organizations for over two decades and helps users record, store, analyze, and track business records to personalize services for customers. Salesforce offers different “Clouds” for different business needs.

What are the advantages of using Pega over Salesforce?

Pega offers real-time AI capabilities and end-to-end automation for customers. It also provides a journey-enabled customer engagement suite that surpasses traditional systems and tracks customer buying preferences to customize services. Pega’s solution is seamless, fast, and omni-channel, all from a single platform. Industry analysts rate Pega as a leader in customer engagement and digital process automation.

Which CRM platform is more accessible and feature-rich for sales teams?

Salesforce is more feature-rich and accessible for sales teams, with multiple integration frameworks and acquired marketing applications providing an integrated application experience. However, it’s unclear how much of the application features they will use, as most users only employ around 10-20% of any application’s capabilities.

What are the functionalities of Pega CRM?

Pega CRM is a customer service management system with live reporting and a mobile-friendly interface. It determines clients’ revenue potential and sales prospects by measuring their success rates and providing historical information. Pega CRM also provides real-time insights, engages customers, and controls AI deployment.

Which CRM platform is considered the leader in customer engagement and digital process automation?

Industry analysts consider Pega the CRM platform leader in customer engagement and digital process automation. According to Gartner analytics 2021, Salesforce and Pegasystems are the two leading and competing CRM platforms.

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