Try our new research platform with insights from 80,000+ expert users

Microsoft Dynamics CRM vs Pega Sales Automation comparison

 

Comparison Buyer's Guide

Executive Summary
 

Categories and Ranking

Microsoft Dynamics CRM
Ranking in Sales Force Automation
2nd
Average Rating
7.8
Number of Reviews
73
Ranking in other categories
CRM Customer Engagement Centers (1st), CRM (2nd), Local Government CRM (1st), Marketing Management (2nd)
Pega Sales Automation
Ranking in Sales Force Automation
12th
Average Rating
8.0
Number of Reviews
1
Ranking in other categories
No ranking in other categories
 

Mindshare comparison

As of November 2024, in the Sales Force Automation category, the mindshare of Microsoft Dynamics CRM is 38.1%, up from 30.4% compared to the previous year. The mindshare of Pega Sales Automation is 0.2%, down from 0.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Sales Force Automation
 

Featured Reviews

Arun Srivastav - PeerSpot reviewer
Feb 19, 2024
Easy to use and integrates well with emails, WhatsApp, and SMS gateways
The most valuable feature of Microsoft Dynamics CRM is the campaign feature. The solution's campaign feature allows you to collate a group of customers and the frequency of email notifications sent to them. You can put an advertising budget for a series of customers, whereby high net-worth individuals will be marketed for high-end products. Low-end customers will be in a different campaign. So, we run campaigns on different sectors of customers. One of the solution's good features is integration because it directly integrates with Microsoft tools. Microsoft Office 365 and Microsoft Teams are built into it. The solution gives a varied network of text and email gateways, which are already integrated and come with the package.
Mohammed Tafazal - PeerSpot reviewer
Sep 29, 2023
A scalable low-code platform with an easy initial setup phase
I have not worked full-fledged with Pega Sales Automation. In my company, we use Pega Sales Automation during presale phases with clients. Pega Sales Automation is used in our company because we use it as a low-code platform for citizen developers The two strong and most important features of…

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Microsoft Dynamics CRM has a very nice UI, and is very easy to use. It's easy to install, has a lot of features, and provides good technical support."
"The solution is scalable."
"The most valuable feature of Microsoft Dynamics CRM is the flexibility with Microsoft Office 365."
"The solution is stable."
"The control that we have of a process and the ability to have everything recorded from the beginning to the end of the process have been the most valuable features."
"The deployment of Microsoft Dynamics CRM is easy because it's a software as a service, which eliminates the need to deploy anything in our data center."
"The initial setup is very easy."
"The initial setup is pretty straightforward."
"The initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool."
 

Cons

"The price of Microsoft Dynamics CRM could improve."
"We had to do some customizations on top and it got a bit cumbersome."
"Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint. They have to log into a Microsoft environment platform from their SharePoint for access should be made easier. Additionally, if the customer portal was enhanced for it to be customized it would be a benefit."
"This is a good tool, but if you don't have experience using a CRM solution, there are a lot of things you'll need to learn. This tool needs to be more user-friendly."
"Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com."
"Dynamic's management could be improved. The tech management should have better technical capabilities."
"Microsoft Dynamics CRM could improve the built-in reports. The ones that are included are pretty generic unless you subscribe to Microsoft BI, which is an extra fee. They should offer the reports without having to purchase a separate subscription for Microsoft BI. However, the reports in Microsoft BI are fantastic."
"The overall price of Microsoft Dynamics CRM could improve."
"I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks."
 

Pricing and Cost Advice

"The annual license for Microsoft Dynamics CRM could be reduced, it is expensive."
"Pricing for this software could be cheaper."
"Microsoft Dynamics CRM is an expensive solution. However, most good CRMs are expensive."
"The cost varies on multiple factors including customization and the number of users."
"I'm not aware of any licensing costs for Microsoft Dynamics CRM."
"The solution is expensive."
"Licensing fees are paid on a monthly basis."
"The solution is expensive."
Information not available
report
Use our free recommendation engine to learn which Sales Force Automation solutions are best for your needs.
815,854 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Computer Software Company
14%
Financial Services Firm
11%
Government
10%
Manufacturing Company
8%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
 

Questions from the Community

What do you like most about Microsoft Dynamics CRM?
The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
What needs improvement with Microsoft Dynamics CRM?
The UI/UX needs improvement as it is not intuitive from day one. It becomes intuitive once learned, however, it should be less complex initially.
What is your primary use case for Microsoft Dynamics CRM?
The use cases are for HR management, resource management, project insight, and timesheet management. It is mostly connected with people and resource management.
What do you like most about Pega Sales Automation?
The initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool.
What needs improvement with Pega Sales Automation?
I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks.
What is your primary use case for Pega Sales Automation?
I have not worked full-fledged with Pega Sales Automation. In my company, we use Pega Sales Automation during presale phases with clients. Pega Sales Automation is used in our company because we us...
 

Also Known As

Dynamics CRM, MS Dynamics CRM
No data available
 

Learn More

Video not available
 

Overview

 

Sample Customers

Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
nissha, ocbc bank, telecom, bny mellon
Find out what your peers are saying about Salesforce, Microsoft, Zoho and others in Sales Force Automation. Updated: November 2024.
815,854 professionals have used our research since 2012.