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Pega Robotic Process Automation vs Salesforce Sales Cloud comparison

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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:
 

ROI

Sentiment score
8.0
Automate saves time and resources, achieving ROI quickly by reducing manual tasks and IT staff needs through automation.
Sentiment score
7.6
Pega Robotic Process Automation delivers an ROI of 2 FTE benefits per robot and boosts profits by 7.5% for clients.
Sentiment score
7.2
Salesforce Sales Cloud enhances adoption, decision-making, efficiency; benefits include ROI, productivity, visibility, collaboration, and non-profit fundraising.
Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money.
 

Customer Service

Sentiment score
7.4
Automate customer service is praised for responsive, effective support despite occasional communication issues, with knowledgeable and helpful staff.
Sentiment score
6.5
Pega RPA improved with knowledgeable support and global availability, though complex issues may require longer resolution times.
Sentiment score
7.1
Salesforce Sales Cloud's varying support quality depends on subscription, with premium options preferred and community resources enhancing user experience.
They don't always understand the processes I'm trying to implement.
They are very responsive and have been able to resolve any issues I have encountered.
I would rate the technical support as a nine out of ten because it is quite fast and courteous.
 

Scalability Issues

Sentiment score
7.0
Automate offers scalable, cost-effective deployment with support for load balancing and high availability, although scaling complexity exists.
Sentiment score
6.8
Pega RPA is scalable and adaptable, though experiences vary; cloud solutions ease expansion, and integration enhances flexibility.
Sentiment score
7.8
Salesforce Sales Cloud scales well for various business sizes, though challenges and costs may arise with over 3,000 users.
It is easy to increase one bot or one studio without needing to buy another orchestrator, which can be quite expensive.
Salesforce is highly scalable and operates efficiently.
 

Stability Issues

Sentiment score
7.0
Automate is praised for stability and performance, despite occasional errors, connectivity issues, and recommendations for server improvements.
Sentiment score
7.9
Pega Robotic Process Automation is stable and reliable, with resolved past issues, relying on strong infrastructure and proper planning.
Sentiment score
8.2
Salesforce Sales Cloud is highly stable and reliable, with minor issues often related to configuration rather than the platform.
The stability of Fortra's Automate is excellent.
It has very robust features, and it is not prone to instability.
I have not experienced any degradation in Salesforce's performance.
 

Room For Improvement

Users seek improvements in web automation, UI, security, OCR, integration, documentation, stability, AI, cloud functionality, and community access.
Pega RPA needs improvements in integration, OCR, UI, and cloud expansion for better competitiveness and user efficiency.
Salesforce Sales Cloud needs simplified functionality, improved UI, better integration, more customization, and enhanced performance, automation, and analytics.
Integration with Amazon S3 is somewhat lacking.
I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial.
I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning.
Compared to AWS, it is slower, which could be a hindrance.
 

Setup Cost

Automate offers a cost-effective, scalable pricing model with lower costs per bot, unlike UiPath and Blue Prism.
Pega RPA offers competitive enterprise licensing mainly for Fortune 500 firms, with US pricing affecting global regions like APAC.
Salesforce Sales Cloud is costly but offers extensive capabilities; price negotiation is advised for large-scale deployments.
Competitors are often more expensive than Automate.
It offered what we wanted at a good, competitive price.
It does a lot but also costs a lot.
 

Valuable Features

Automate offers easy task development and integration with AI resources, efficiently handling tasks with strong support for secure transfers.
Pega RPA offers a user-friendly platform with strong automation, integration capabilities, and robust technical support, enhancing workflow efficiency.
Salesforce Sales Cloud provides comprehensive CRM features, customizable tools, and integrations to enhance productivity, reporting, and sales management.
Automate's non-reliance on additional orchestrators makes it quite cost-effective.
I really like the API functionality; it's a slick aspect of the solution when I'm using it.
The most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities.
Its easy-to-navigate interface aids in delivering clear vision and organization, especially for sales and business management.
 

Categories and Ranking

Automate
Sponsored
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
26
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Pega Robotic Process Automa...
Average Rating
7.6
Reviews Sentiment
6.8
Number of Reviews
23
Ranking in other categories
Robotic Process Automation (RPA) (14th)
Salesforce Sales Cloud
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
114
Ranking in other categories
CRM (1st), Opportunity Management (2nd), Sales Force Automation (1st), Conversation Intelligence Software (1st)
 

Mindshare comparison

Robotic Process Automation (RPA)
CRM
 

Featured Reviews

Anabel Marco - PeerSpot reviewer
Automates processes efficiently with cost-effective scaling and robust customer support
Web scraping is quite good since it offers a lot of possibilities. Another important feature for me is its compatibility with MBI, the Power that is ISEQUADO Centers. I appreciate the ability to scale and increase the number of bots or studios without additional expense. Automate's non-reliance on additional orchestrators makes it quite cost-effective.
VISHNU VARDHAN CHENNURU - PeerSpot reviewer
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.
Richard Mottershead - PeerSpot reviewer
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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Top Industries

By visitors reading reviews
Financial Services Firm
15%
Computer Software Company
14%
Healthcare Company
8%
Manufacturing Company
7%
Financial Services Firm
30%
Computer Software Company
13%
Manufacturing Company
9%
Healthcare Company
6%
Educational Organization
77%
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 HelpSystems AutoMate?
We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.
What is your primary use case for HelpSystems AutoMate?
I am a consultant and I am making a lot of processes in human resources, payroll, certifications, trainings, web scra...
What is your experience regarding pricing and costs for Fortra Automate?
The pricing is quite good compared to its competitors. Competitors are often more expensive than Automate. I would ra...
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?
The solution's configuration and settings could be more comprehensive.
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?
Improving system performance and processing speed would enhance productivity and allow for even smoother workflows ac...
What is your primary use case for Salesforce Sales Cloud?
My primary use case for Salesforce is to streamline sales strategies, define key sales parameters, and manage focus a...
 

Also Known As

HelpSystems Automate, Automate
Pega RPA, OpenSpan
Sales Cloud, SFDC, Salesforce
 

Overview

 

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
Find out what your peers are saying about UiPath, Microsoft, Automation Anywhere and others in Robotic Process Automation (RPA). Updated: February 2025.
839,515 professionals have used our research since 2012.