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Pega CRM vs Pega Robotic Process Automation comparison

 

Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

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

Categories and Ranking

Pega CRM
Average Rating
8.0
Reviews Sentiment
7.0
Number of Reviews
10
Ranking in other categories
CRM Customer Engagement Centers (6th), CRM (24th)
Pega Robotic Process Automa...
Average Rating
7.4
Reviews Sentiment
6.5
Number of Reviews
25
Ranking in other categories
Robotic Process Automation (RPA) (22nd)
 

Mindshare comparison

Pega CRM and Pega Robotic Process Automation aren’t in the same category and serve different purposes. Pega CRM is designed for CRM Customer Engagement Centers and holds a mindshare of 5.0%, down 9.4% compared to last year.
Pega Robotic Process Automation, on the other hand, focuses on Robotic Process Automation (RPA), holds 2.7% mindshare, down 3.1% since last year.
CRM Customer Engagement Centers Market Share Distribution
ProductMarket Share (%)
Pega CRM5.0%
Microsoft Dynamics CRM13.0%
Salesforce Service Cloud10.6%
Other71.4%
CRM Customer Engagement Centers
Robotic Process Automation (RPA) Market Share Distribution
ProductMarket Share (%)
Pega Robotic Process Automation2.7%
UiPath Platform12.5%
Microsoft Power Automate10.3%
Other74.5%
Robotic Process Automation (RPA)
 

Featured Reviews

Srinivas Ganisetti - PeerSpot reviewer
AVP/Sr Analyst Apps at a financial services firm with 10,001+ employees
Case management feature is valuable but the pricing is expensive
I would like to suggest the solution but it really depends on your specific requirements, your business use cases and future plans. There is a significant investment involved in this solution and therefore it is very crucial to reevaluate your future necessity including automation potential and modernization plans. I would suggest that you select any kind of solution and explore alternatives of similar functionalities at a lower cost. This might help you to achieve more with less. In my experience, I would rate it between seven to eight because it offers robust capabilities. But please be aware that other BPM tools are emerging with similar features at a lower cost. Pega CRM is perceived as bulk care compared to order tools, as many of its capabilities are potentially underutilized. I would rate it 7 out of 10.
reviewer1458102 - PeerSpot reviewer
Regional Director at a tech vendor with 10,001+ employees
Has raised concerns due to outdated framework and high ownership costs
Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially with Pega really stops customers from proceeding. The total cost of ownership could be improved. From a technical perspective, the product performs adequately. The installation can be quite complex as it's not standalone, and customers need to get the whole Pega platform up and running. The total cost of ownership is not very attractive. RPA as a concept is outdated now, with agentic AI becoming more prominent. We don't see much interest from customers in going down the RPA route; Pega Robotic Process Automation is losing its prominence in the market.

Quotes from Members

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

Pros

"The solution is very easy to use."
"One of the most valuable features of Pega CRM for our team's productivity is its ease of setup, thanks to its configuration-driven approach."
"Great flexibility and its locking mechanism enable multiple users to work on the same case seamlessly."
"The case management feature is really valuable."
"It also reduces the duration per call, and it ensures a first time resolution of the issue."
"We can effortlessly manage the data within it, and it offers ease of use and high flexibility to present the data across various vendors."
"The most valuable feature is the ability to pull information about the customer on-the-fly so they feel the interaction is more personal."
"Pega offers a clear parent-child case relationship that's easily created and maintained. Dependencies can be configured, where reaching a specific stage in a parent case automatically triggers a child task in a child case, while the parent case remains on hold until a certain condition is met before moving forward. This configuration allows multiple users to work on cases in parallel. Many of these settings are readily available within Pega case settings. Overall, Pega's case management is unparalleled compared to other options."
"The feature I like best in Pega Robotic Process Automation is that I'm able to add external DLL section codes. I can inject the JavaScript, and I can write VB.NET, C#.NET, and DLL codes, then inject those codes into the existing process. Mainly, from a development perspective, I like that feature a lot, so if anything is not supported by Pega Robotic Process Automation, then I can build that either in JavaScript or in .NET, then use those functions within the IP."
"Pega Robotics offers all the required features to build end-to-end process automation like any other similar tools. It's unique development style using data line and control flow line makes it easy to debug through the flow."
"The most valuable feature of Pega Robotic Process Automation is the technique: you can create a user interface that can interact with a human being for attended robots."
"The solution's automation handling capability has positively impacted the overall automation process in my experience."
"The most valuable aspect for myself was access to the .net framework. If I couldn't figure something out using the objects that they had provided, I could bring in the .net objects and do so using similar logic that I would in a .net or C sharp coding language. Having that familiarity was helpful."
"In terms of measuring efficiency gains from automating routine compliance tasks in financial services with Pega Robotic Process Automation, automation consistently yields a 25 to 30% efficiency increase."
"Pega is also broadening its landscape by building on top of PRPC (CRM, EPC, etc.), and with a cloud offering available, it is a genuine contender to compete with Salesforce."
"We have a very large operational team and we are able to avoid mistakes and ensure accuracy and speed using Pega."
 

Cons

"It would be beneficial to enhance the pricing and support implementation options as they are currently quite expensive."
"The disadvantage of the tool stems from the fact that it does not allow users to make database-level modifications."
"The UI is lagging and needs to be improved."
"The solution has room for improvement around decisional and real-time data analysis."
"There has been a common acknowledgment among customers that this solution is an expensive tool and they often opt for cheaper tools like Comodo"
"They should enable the data-driven streaming feature inside it."
"The UI should be improved."
"Price is always a concern for many organizations. They often think Pega is expensive, and sometimes they don't fully understand the pricing model."
"They have tied the deployment with the Pega BPM product, the robot manager. You need to have the BPM installed."
"There have been some scenarios where the bot was not able to replace some of the controls and could not recognize and personalize the task we wanted to automate."
"Pega has a no-code low-code environment. We do everything based on established rules. You kind-of have to learn how all their rules work and how it works for robotics before you can use the solution effectively."
"What I don't like that much in Pega Robotic Process Automation is its monitoring tool because that tool is tightly connected with the platform. If the Pega team can deploy the monitoring tool separately, so that it's a separate solution altogether, then that would be good because currently, if you have to use the monitoring tool, then that means you have to use the Pega Robotic Process Automation platform. The initial setup for Pega Robotic Process Automation also needs improvement because it is complex. The only additional feature I'd like to see in the solution is for the monitoring tool to be a stand-alone rather than being tightly coupled with the Pega platform. Looking at the current features of Pega Robotic Process Automation concerning application automation, it covers most of my needs currently."
"It's difficult not knowing when alerts will arrive."
"It is still a niche skill and resources are scarce in the market unless big IT companies are involved."
"Rule versioning and deployment to enable parallel development could still be improved​"
"The solution's configuration and settings could be more comprehensive."
 

Pricing and Cost Advice

"The pricing is on the higher side."
"It is expensive."
"We have numerous uses of the solution in our organisation. Almost 72 applications are integrated with Pega CRM, and some of them are shutting down for various reasons including the high licensing costs. There is a strong focus in the market and offices on cost reduction."
"I would rate the product's pricing a nine out of ten."
"Pega Robotic Process Automation is an expensive solution."
"​I was not involved in licensing and pricing, but it is worth the cost​."
"Pega is as competitive as the basic players such as UiPath or Automation Anywhere. UiPath is the most expensive, but Pega is at par with Automation Anywhere."
"Pega is pretty costly."
"In terms of Pega Robotic Process Automation pricing, I would rate it a five out of five because the solution has a good price. Pricing is not very high, though I'm unsure of the exact cost, based on my experience, the price for Pega Robotic Process Automation is less than Blue Prism because I worked with a few clients that have both solutions and my clients prefer Pega Robotic Process Automation over Blue Prism particularly because of the licensing costs."
"The licensing cost is too high."
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Top Industries

By visitors reading reviews
Financial Services Firm
22%
Computer Software Company
9%
Manufacturing Company
7%
Educational Organization
7%
Financial Services Firm
18%
Manufacturing Company
14%
Computer Software Company
11%
Outsourcing Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Midsize Enterprise2
Large Enterprise8
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise4
Large Enterprise17
 

Questions from the Community

What do you like most about Pega CRM?
The product's deployment phase was easy.
What needs improvement with Pega CRM?
The disadvantage of the tool stems from the fact that it does not allow users to make database-level modifications. In Siebel CRM, you have complete control over your database, you can do any datab...
What is your primary use case for Pega CRM?
Pega CRM uses a layer cake architecture. Basically, the tool is a convenient application to use even if you are not a technical person, like a business analyst. I use the solution for the CRM modul...
What do you like most about Pega Robotic Process Automation?
The solution's automation handling capability has positively impacted the overall automation process in my experience.
What is your experience regarding pricing and costs for Pega Robotic Process Automation?
I would rate the pricing a six out of ten, with ten being expensive.
What needs improvement with Pega Robotic Process Automation?
Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially with Pega really stops customers from proceeding. The total cost of ownership co...
 

Also Known As

Chordiant
Pega RPA, OpenSpan
 

Overview

 

Sample Customers

The State of Maine, Aegis, Aegon, AIG Japan, ING
eBay Enterprise, M&I Bank
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