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Pega CRM vs Salesforce Sales Cloud comparison

 

Comparison Buyer's Guide

Executive Summary
 

Categories and Ranking

Pega CRM
Ranking in CRM
18th
Average Rating
8.0
Number of Reviews
10
Ranking in other categories
CRM Customer Engagement Centers (7th)
Salesforce Sales Cloud
Ranking in CRM
1st
Average Rating
8.4
Number of Reviews
113
Ranking in other categories
Opportunity Management (2nd), Sales Force Automation (1st), Conversation Intelligence Software (3rd)
 

Mindshare comparison

As of November 2024, in the CRM category, the mindshare of Pega CRM is 1.4%, down from 1.4% compared to the previous year. The mindshare of Salesforce Sales Cloud is 11.2%, up from 8.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM
 

Q&A Highlights

it_user735081 - PeerSpot reviewer
Oct 03, 2017
 

Featured Reviews

Srinivas Ganisetti - PeerSpot reviewer
Jan 25, 2024
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.
Richard Mottershead - PeerSpot reviewer
Apr 24, 2024
Infinitely customizable, good end-to-end sales and customer management processes but lacks good documentation
Essentially, it's the CRM solution for managing customers and leads. The features that had the most significant impact on our sales efficiency include flexibility, regular updates, and very good end-to-end sales and customer management processes. AI and machine learning are on the agenda for next year. Initially, it will be very silo-based, but eventually, we'll be integrating MIBI data into our solution. Sales Cloud's reporting and analytics capabilities influenced our sales strategy quite a lot. We can build every report as a dashboard, and there are various sorts of things. We are using Tableau as our MIBI analytic solution, which is also owned by Salesforce these days.

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."
"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 case management feature is really valuable."
"The product's deployment phase was easy."
"Great flexibility and its locking mechanism enable multiple users to work on the same case seamlessly."
"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."
"The solution is stable."
"CRM solution that performs well. It's multifeatured, so you can use it for different activities such as managing opportunities, managing revenue, reviewing leads, etc."
"The scalability is good."
"On the high level, it's all about managing the clients, managing the opportunities around those clients, managing the tasks, calls, activities, all those things."
"Salesforce Sales Cloud is very user-friendly, and simple to create dashboards and extract the reports. Additionally, it integrates well with other applications."
"Salesforce Sales Cloud is very reliable and provides good stability and security."
"It is a very stable solution."
"The most valuable features are the reporting and the custom codes."
 

Cons

"For many of the clients, they have a separate system or separate layer of UI and a separate layer of the business rules engine, which Pega has taken care of in the recent releases."
"The solution has room for improvement around decisional and real-time data analysis."
"The UI is lagging and needs to be improved."
"The UI should be improved."
"They should enable the data-driven streaming feature inside it."
"Price is always a concern for many organizations. They often think Pega is expensive, and sometimes they don't fully understand the pricing model."
"The disadvantage of the tool stems from the fact that it does not allow users to make database-level modifications."
"It would be beneficial to enhance the pricing and support implementation options as they are currently quite expensive."
"I think the user experience could be improved. I would like the user interface to be a bit more user-friendly and modern."
"My age-old complaint with Salesforce Sales Cloud is that it has to be refreshed because it's a cloud-based system. If you make any updates, you have to refresh and save because you're fundamentally looking at what's running in the cloud. It can be slow since you constantly refresh and save the screen. If you were running a local application, like a local CRM system, as you input anything, it would be more seamless."
"An area for improvement would be the ease of configuration."
"Salesforce Sales Cloud overall is too complex. There is too much functionality, it's hard for the user, at the beginning. It takes a lot of time to update the information."
"There are also certain restrictions on the reports in terms of the number of records. Ideally, that should be removed."
"Sometimes they refresh the production environment, which can be a bit of a challenge."
"The solution is secure. However, they could always improve on security."
"The licensing price could be cheaper."
 

Pricing and Cost Advice

"The pricing is on the higher side."
"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."
"It is expensive."
"Being license based, the license varies by type. The pricing is considered average."
"Sales Cloud is expensive."
"We pay a yearly subscription fee."
"Price-wise, the product does not fall under the category of cheaply priced products."
"In terms of investment value and return of the investment, Salesforce right now is pretty good on the Western markets where the price of the employees is pretty high."
"We must pay for the licenses."
"Not the cheapest"
"Salesforce Sales Cloud is an expensive solution."
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Answers from the Community

it_user735081 - PeerSpot reviewer
Oct 3, 2017
Oct 3, 2017
My advice is to compare the full investment of the CRM implementation - software, cloud and services - as from a general perspective, all top level "costs" are generally comparable. It is the cost-to-value ratio that you will want to focus upon. Also, you’ll want to assess whether you will be looking to deploy AI or not, as some vendors’ offerings are not quite as real and ready-to-deploy as ot...
See 2 answers
it_user70698 - PeerSpot reviewer
Oct 3, 2017
Hi thanks for your request. Each of the ERP CRM listed above has certain functionalities in common and comparing the cost between them will completely depends upon the need. Overall Salesforce and SAP CRM has CRM functionality and it is Tier 1 CRM product. Pega is not a CRM product and it specializes in BPM ( Business Process Management). Please email me and I can discuss over the phone with you for further details.
it_user747921 - PeerSpot reviewer
Oct 3, 2017
My advice is to compare the full investment of the CRM implementation - software, cloud and services - as from a general perspective, all top level "costs" are generally comparable. It is the cost-to-value ratio that you will want to focus upon. Also, you’ll want to assess whether you will be looking to deploy AI or not, as some vendors’ offerings are not quite as real and ready-to-deploy as others. Note that I am biased, as I am with Pega, running their CRM practice. With this said -- in terms of unbiased independent reviews, Gartner's latest Magic Quadrant for the CRM Customer Engagement Center for 2017, cites “Reference customers gave Pegasystems' overall package the best cost-to-value rating of any solution assessed for vendors in the Leaders quadrant.” A free copy of Gartner's report may be downloaded here: https://www.pega.com/gartner-crm-cec-2017 Best of luck in your research. Just let me know if I can be of any further assistance. Regards, Jeff Nicholson
 

Top Industries

By visitors reading reviews
Financial Services Firm
26%
Computer Software Company
15%
Real Estate/Law Firm
6%
Healthcare Company
5%
Educational Organization
75%
Computer Software Company
4%
Financial Services Firm
3%
Manufacturing Company
2%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

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 Salesforce Sales Cloud?
The features of Sales Cloud most useful for testing and running email campaigns are highly valuable.
What needs improvement with Salesforce Sales Cloud?
There is no room for improvement in Sales Cloud. I would not want any new features included in the next release.
 

Also Known As

Chordiant
Sales Cloud, SFDC, Salesforce
 

Learn More

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Overview

 

Sample Customers

The State of Maine, Aegis, Aegon, AIG Japan, ING
Coca-Cola Enterprises, Kuoni Global Travel Services, Financial Times, Just Eat, Jobsite, H.R. Owen, PlayerLayer, O2, DMGT, Philips, Xtreme.ie, Business Stream, Remote Asset Management, Dialogue Group
Find out what your peers are saying about Pega CRM vs. Salesforce Sales Cloud and other solutions. Updated: October 2024.
814,763 professionals have used our research since 2012.