Pega Robotic Process Automation vs Salesforce Sales Cloud comparison

The compared Pega and Salesforce solutions aren't in the same category. Pega is ranked #14 in RPA , with an average rating of 7.1, and holds a 2.9% mindshare in the category. Salesforce is ranked #1 in CRM , with an average rating of 8.2, and holds a 9.5% mindshare. Additionally, 91% of Pega users are willing to recommend the solution, compared to 94% of Salesforce users who would recommend it.

Comparison Buyer's Guide

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Executive Summary

We performed a comparison between Pega Robotic Process Automation and Salesforce Sales Cloud based on real PeerSpot user reviews.

Find out what your peers are saying about UiPath, Microsoft, Automation Anywhere and others in Robotic Process Automation (RPA).

To learn more, read our detailed Robotic Process Automation (RPA) Report (Updated: February 2025).

Buyer's Guide

Robotic Process Automation (RPA)

February 2025

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Helped 832,138 peers since 2012

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

Fortra's Automate

Mindshare comparison

Robotic Process Automation (RPA)

CRM

Featured Reviews

Anabel Marco

Account Director at a tech services company with 11-50 employees

Can automate several processes with only one bot and is easy to implement, administer, and use

We have tried other RPA solutions like UiPath or Automation Anywhere. They are fantastic products but complex, and it's hard to understand everything. It would be best if you had a skilled developer or several. Automate is easy to implement, administer, and use. It's appropriate for us because our cases are simple and easy to automate. We don't need complicated tools with many features; We prefer to get a significant ROI quickly. We can automate several processes with only one bot, so it's much cheaper than other products where you need to buy additional licenses. We need a good value for our automation. The other solutions might be more robust, but Automate is perfect for us because we're not a large enterprise.

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VISHNU VARDHAN CHENNURU

Application Development Team Lead at Accenture

Great for UI creation, helpful support services, and reliable

Excel connectors need to be improved as there are a few connectors in Excel areas. The recording is not at best in Pega Robotics. They could look into it. The interactions with some applications, like Windows and web applications, are a little slow. They need to improve their speed. It should be normal, to open it with other tools. However, right now, it's a little hard. Users should feel they can develop easily. It will sometimes hang while interacting with third-party applications. Instead of adapters, if we had direct interaction of the applications with API and had scripts, that would be better. We have only CSharp supported right now. We'd like to have Python supported. If it was, it would be easier for us and make the solution more flexible. Currently, we are adding three different configuration files, however, if I had the option, I'd prefer to make a single configuration file and then differentiate it in all three environments. It can be difficult to create logic in automation. It's hard than if we used other RPA tools. If they could add more toolbox options, that would be ideal. They need to do what they can to help us reduce complexity in the automation and combine things under, for example, a single control.

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Richard Mottershead

Enterprise Architect at a non-profit with 501-1,000 employees

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.

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Quotes from Members

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

Pros

"This tool has machine learning and voice recognition and computer vision, which are both quite useful aspects. These aren't available in other tools. It's a good addition to this tool and it gives the solution an edge on the market."

"I find it very user-friendly. Our IT department and other departments can seamlessly collaborate without requiring extensive training. As a business department, we particularly value this aspect, as our team doesn't consist of many IT users. However, we couldn't solely rely on a drag-and-drop approach to implement and utilize the solution within our departments."

"We have tried other RPA solutions like UiPath or Automation Anywhere. They are fantastic products but complex, and it's hard to understand everything. It would be best if you had a skilled developer or several. Automate is easy to implement, administer, and use. It's appropriate for us because our cases are simple and easy to automate. We don't need complicated tools with many features; We prefer to get a significant ROI quickly."

"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."

"A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added."

"I actually quite liked the no-coding functionality."

"The licensing of the product is very good. You only need to license it once and then you have it forever."

"We have found the pricing to be very reasonable."

More Fortra's Automate pros

"Pega is very mature. It's very old. They have grown with time, and they have learned. Other robotic process automation solutions are basically focused on only doing the automation, whereas Pega also gives you a workflow system so that you can create a workflow."

"It helped cut short the release cycle by almost 40% compared to the previous solution."

"It is a scalable solution."

"The most valuable features are the loops to lookup tables to read the data."

"The initial setup is pretty easy and quite fast."

"Its stability has been good."

"It was very smooth and very seamless to create automations."

"Pega Robotic Process Automation's most valuable feature is that it is robust. Additionally, they have plenty of online documents that are good and Pega Academy is helpful, they are doing a great job. They give training on practical use cases. They take domain use cases, and they are great."

More Pega Robotic Process Automation pros

"It is a one-stop shop for running anything related to sales. You can do a lot of things."

"It is a good platform that shows consolidation of information for our customer base."

"I find the forecasting the most valuable feature. It's valuable because there are two types of forecasting, customizable and collaborative forecasting."

"This is a stable product."

"The dashboards and dashboard customization are great."

"I've found lead management to be the most valuable feature of Salesforce Sales Cloud. It helps capture, track, and manage leads throughout the sales process. The tool is easy to learn."

"The user interface is pretty simple."

"This solution offers a good user experience. It is easy to learn and use, even for those who are using it for the first time."

More Salesforce Sales Cloud pros

Cons

"The documentation for errors needs improvement as many of the error messages we receive are very vague."

"The technical support could be better. We suffer from language barriers, as we are in Argentina."

"The solution has a very weak knowledge base."

"The OCR for Hebrew text needs to be improved."

"The intelligent automation feature could be improved. It's interesting because it's simple, but the automation quality isn't always good. It's easy to use, but sometimes you need to make a slight improvement to the automation, and that's not so easy."

"It would be an improvement if Automate had better stability tools, whether by recommending a certain amount of memory because it can be a memory hog at times."

"It's possible that they could use a stronger community for seeking guidance and help."

"I believe we need to test various OCR tools that assist in evaluating, let's say, six different customer resyncs. We analyze their spending patterns and documentations, but current OCR support has limitations, requiring highly standardized documents, which isn't always the case. With a more advanced OCR system, we could improve processes related to credit risk management and legal matters. We're exploring how to integrate Fortra's Automate with our CRM platform, taking cues from instances where Salesforce seamlessly merged with Automate. However, we use a different CRM, Insight for New Enterprise, and we're seeking ways to connect the automation process within our CRM. We aim for the automation to continue smoothly, even in instances where traditional automation methods might face hurdles."

More Fortra's Automate cons

"The development experience needs to be improved."

"You cannot use a two-dimensional array to read the data."

"They have tied the deployment with the Pega BPM product, the robot manager. You need to have the BPM installed."

"It is still a niche skill and resources are scarce in the market unless big IT companies are involved."

"I would like to improve the tool's integration features and stability."

"In Pega, the UI has to be improved because that is the most challenging area that most of our customers ask for because we have to depend on some other React JS or some other tool to bring that kind of UI experience. So, there is a lot of room for improvement in terms of UI and UX."

"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."

"Excel connectors need to be improved as there are a few connectors in Excel areas."

More Pega Robotic Process Automation cons

"One consistent comment about the product internally is that it has a steep learning curve, especially for some sales executives. Simplifying the interface would be a big leap forward. Like a chatbot, fewer clicks and more direct AI interaction could help. A simplified interface with AI support would make things much easier. We need an AI feature like ChatGPT that helps us to hold conversations."

"The areas revolving around archiving and backup in Salesforce Sales Cloud are not as advanced as some of the other solutions in the market."

"I would like to see licensing fees reduced in the next release."

"Sometimes they refresh the production environment, which can be a bit of a challenge."

"The solution's customer support is not so good."

"Amount of storage provided is limited."

"The monitoring is very good, but it could be better."

"The deployment of data from the development environment to production is also a weaker point because their solution is not powerful."

More Salesforce Sales Cloud cons

Pricing and Cost Advice

"The pricing is quite reasonable. We can run the process with one bot. The limitation is at the server level because they have some resources, and sometimes that is enough. It isn't too expensive, so you can get a good return off of one, and you can also have a pack of five bots that is quite competitive."

"It comes with a package that costs approximately $20,000 USD per year."

"I like the way this solution is priced because you can buy a license, or you can buy the software outright."

"I believe the price falls within a reasonable range, which significantly influenced our decision regarding the product. This aspect is crucial for any technological solution, especially in our country where enterprises might be hesitant to invest heavily in something untested or uncertain about its practicality and potential returns."

"From a distributor's side, one of the biggest selling points is its price point. Without going into any numbers, compared to UiPath, Automation Anywhere, and Blue Prism, we're significantly cheaper. The main difference is that other competitors usually charge you per process. However, in Automate's case, it's priced per bot. So, a bot can run multiple processes at the same time, but you are only priced for a single bot."

"From a distributor's perspective, one of the biggest selling points of Automate is its price point."

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."

"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."

More Fortra's Automate pricing and cost advice

"Pega Robotic Process Automation is an expensive solution."

"The licensing cost is too high."

"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."

"I was not involved in licensing and pricing, but it is worth the cost."

"I would rate the product's pricing a nine out of ten."

"Pega is pretty costly."

"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."

"Being license based, the license varies by type. The pricing is considered average."

"Salesforce Sales Cloud is an expensive solution."

"Its license is expensive. It is probably a lot more than smaller solutions. It is around £500 a month, but I don't know how many licenses we have."

"I have found Salesforce Sales Cloud to be expensive. However, it is the number one CRM solution in the world. It is worth the money."

"Price-wise, the product does not fall under the category of cheaply priced products."

"The price of the Salesforce Sales Cloud is expensive. We pay monthly for the solution but we are billed quarterly."

"There is a license required to use this solution and the price is expensive. It could be reduced."

"The main thing is it is costly. Salesforce it is not cheap, it's costly. Some of our customers say it is a costly solution. So, we have lost some sale opportunities regarding the high price. This is the main thing that we are facing. It is sales per user and the user price is about $150 per month, per user for the Enterprise Edition. The other edition is less than this, but it is costly. A company that has 70 or 80 users would pay more than $8,000 USD yearly because it is cloud based."

More Salesforce Sales Cloud pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

15%

Computer Software Company

14%

Healthcare Company

Manufacturing Company

Financial Services Firm

30%

Computer Software Company

13%

Manufacturing Company

10%

Healthcare Company

Educational Organization

77%

Computer Software Company

Financial Services Firm

Manufacturing Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

Questions from the Community

What do you like most about HelpSystems AutoMate?

We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.

See all answers

What is your primary use case for HelpSystems AutoMate?

We used the platform primarily for task automation, including transmitting EDR files. Additionally, we've utilized it...

See all answers

What is your experience regarding pricing and costs for Fortra Automate?

The starter pack was all we needed and was reasonable. Others were either more expensive or didn't do all that I want...

See all answers

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.

See all answers

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.

See all answers

What needs improvement with Pega Robotic Process Automation?

The solution's configuration and settings could be more comprehensive.

See all answers

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.

See all answers

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.

See all answers

What is your primary use case for Salesforce Sales Cloud?

I use Sales Cloud to manage my sales pipeline.

See all answers

Comparisons

Microsoft Power Automate vs Fortra's Automate

Compared 53% of the time

UiPath vs Fortra's Automate

Compared 39% of the time

Automation Anywhere vs Fortra's Automate

Compared 8% of the time

More Fortra's Automate Competitors

UiPath vs Pega Robotic Process Automation

Compared 52% of the time

Microsoft Power Automate vs Pega Robotic Process Automation

Compared 21% of the time

Blue Prism vs Pega Robotic Process Automation

Compared 17% of the time

Automation Anywhere vs Pega Robotic Process Automation

Compared 8% of the time

Pega CRM vs Pega Robotic Process Automation

Compared 3% of the time

More Pega Robotic Process Automation Competitors

Microsoft Dynamics CRM vs Salesforce Sales Cloud

Compared 32% of the time

SAP CRM vs Salesforce Sales Cloud

Compared 31% of the time

Oracle CX Sales vs Salesforce Sales Cloud

Compared 6% of the time

Camunda vs Salesforce Sales Cloud

Compared 4% of the time

IQVIA Orchestrated Customer Engagement vs Salesforce Sales Cloud

Compared 4% of the time

More Salesforce Sales Cloud Competitors

Product Reports

Buyer's Guide

Fortra's Automate

February 2025

Download Fortra's Automate product report

Buyer's Guide

Pega Robotic Process Automation

January 2025

Download Pega Robotic Process Automation product report

Buyer's Guide

Salesforce Sales Cloud

January 2025

Download Salesforce Sales Cloud product report

Also Known As

HelpSystems Automate, Automate

Pega RPA, OpenSpan

Sales Cloud, SFDC, Salesforce

Overview

Fortra's Automate is predominantly used in HR and operational departments for automating reports, file manipulation, and data processing. Key uses include automating repetitive tasks, integrating PDFs and emails, running scripts, processing large data sets, transforming file formats, synchronizing databases, managing job schedules, and transferring files.

Users commend Fortra's Automate for its ease of implementation and user-friendly drag-and-drop interface, which requires minimal technical skills for efficient bot deployment. The software is appreciated for its effective scheduling tools, reliable integration capabilities, and a wide range of functions such as file interaction, secure file transfers, and extensive automation without the need for coding. Businesses achieve significant time savings and simplified processes, bolstered by continuous updates and robust customer support.

What are the key features?

Scheduling Tools: Enables precise control and timing for automation tasks
Integration Capabilities: Seamlessly connects with various systems and software
File Interaction: Comprehensive functions for file manipulation and transfer
Secure Transfers: Ensures data safety during file transfers
User-Friendly: Minimal technical skills needed for deployment and use

What benefits should you look for in reviews?

Ease of Implementation: Fast and simple setup process
Time Savings: Reduces time spent on repetitive tasks
Process Simplification: Streamlines complex workflows
Customer Support: Access to continuous support and updates

In various industries such as healthcare, transportation, and payroll, Fortra's Automate automates workflows like invoice generation, data retrieval, data uploading, and insurance eligibility checks, enhancing efficiency and accuracy for HR and operational tasks.

Fortra

With Pega Robotic Process Automation (RPA), organizations can automate the mundane, tedious, time-consuming, manual work that is hampering productivity and efficiency. Whether adjudicating claims, onboarding customers or employees, reconciling financials, updating customer information in systems record, Pega RPA can manage the work across your enterprise.

Pega

Salesforce Sales Cloud is a comprehensive CRM platform designed for efficient lead management, sales forecasting, and customer engagement, offering extensive customization and cloud-based accessibility.

Aimed at enhancing business efficiency, Salesforce Sales Cloud supports core business processes like CRM, lead and opportunity management, sales forecasting, and customer engagement. Its robust integration capabilities allow seamless connectivity with ERP systems and various applications. The platform offers pipeline tracking, process automation, and advanced sales cycle management. Users appreciate its cloud-based accessibility, allowing teams to operate remotely and manage sales operations effectively. However, users highlight concerns about its complexity, cost, and the need for a more intuitive interface.

What features does Salesforce Sales Cloud offer?

Customization: Tailor the CRM to meet specific business requirements.
Robust Reporting: Comprehensive analytics and data insights.
Lead Management: Efficiently manage and convert leads.
API Integration: Seamless connectivity with multiple applications.
Cloud Accessibility: Work from anywhere with cloud-based access.

What benefits should be evaluated in Salesforce Sales Cloud reviews?

Enhanced Productivity: Streamline sales processes with automation.
Improved Collaboration: Facilitate team coordination and client engagement.
Accurate Forecasting: Make informed decisions with reliable sales forecasts.
Flexibility: Accommodate diverse industry needs with ease.
Legacy System Integration: Efficiently update and integrate with existing systems.

Salesforce Sales Cloud is widely implemented across industries such as finance, healthcare, and retail, supporting sales teams in tracking and managing sales operations. Its use extends to reporting, collaboration, and enhancing client interactions, allowing companies to tailor Salesforce to meet industry-specific requirements efficiently.

Salesforce

Sample Customers

Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories

eBay Enterprise, M&I Bank

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

Buyer's Guide

Robotic Process Automation (RPA)

February 2025

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