Pegasystems vs Salesforce: Which CRM System Should Your Company Choose?

The CRM system is an essential tool for any business. The best way to choose the right one is by looking at the needs of your company and what you need from a CRM system. In this article, we’ll compare Pegasystems and Salesforce, both well-known providers in their field, and see which one suits your needs better.

What is Pega CRM?

Pega CRM is a next-generation Customer Relationship Management (CRM) software that was developed by the company Pegasystems. Pega CRM is an implementation of a business rules management system, which means it uses rule engines to automate processes and provide decision support systems for companies in various industries. This allows businesses to stay competitive with effective customer service without having to spend large amounts of money on human labor.

Pega CRM is the best system for companies wanting to automate their business processes and make data-driven decisions in real-time.

What is Salesforce CRM?

Salesforce CRM is a customer relationship management system that allows for the easy tracking of leads and opportunities from their initial discovery stage until they are either converted into paying customers or closed as lost. It is designed to help companies track interactions with clients, prospects, partners, and even employees within a single interface so users can always stay up-to-date on where each lead stands in the sales funnel.

Salesforce CRM allows businesses to track information related to each interaction, such as when it happened and what was discussed in that meeting or phone call. Users can also attach documents (such as presentations they shared with prospects) so all of their important data is available at any time within one central location rather than scattered across multiple emails, chat, and phone applications. This ensures that everyone on the sales team is working with the most up-to-date information at all times even if they can’t meet in person to discuss new leads or opportunities.

What do Salesforce and Pegasystems have in common and differences?

Salesforce and Pegasystems both offer CRM solutions. They are both based in San Francisco, California. Both companies have enterprise clients around the world.

Differences: Salesforce offers a cloud-based solution while Pegasystems provides an on-premise product that must be installed locally on each user’s computer or mobile device for them to access. Salesforce can be customized to suit each client’s specific needs while the Pegasystems product is built for a one-size-fits-all approach.

Salesforce provides everything that customers need such as sales, marketing, and customer service tools in its CRM solution. It also offers multiple add-ons or enhancements based on user demand.

Pegasystems provides only the core CRM capabilities. It does not offer any additional features, with customers having to rely on third-party software for tasks such as A/B testing or marketing automation. Salesforce is priced based on user count while Pegasystems has tiered pricing models that are based on the number of transactions processed.

Salesforce and Pegasystems are both well-established CRM software companies that have loyal customer bases around the world. Salesforce is a cloud-based solution while Pegasystems offers an on-premise product, so it’s important to consider your company’s IT capabilities and work environment. If your company requires a product that can be customized to suit its needs, Salesforce might be the better choice as it has more features available than Pegasystems.

PegaSystems vs Salesforce Features Comparison

Comparing features is important because it gives you a better idea of what each system offers.

A large number of similar features can indicate that the systems are intended for businesses in the same industry; however, it is important to note differences as well as similarities when comparing PegaSystems and Salesforce because how these two CRM tools match up depend on your company’s needs.

Facilidade de Uso

Ease of use is a term that describes how easy it is for the end-user to use a product or service. In marketing, Ease of Use is important because companies create products and services with their customers in mind. If they make something too difficult to understand or use, then no one will buy it.

PegaSystem’s Ease of Use is a little bit easier than Salesforce’s. PegaSystem uses the same process for every customer, so it takes less time to learn and use when compared to other CRM systems. This system is also beneficial because companies can get users up and running in minutes with pre-built integrations (PegaSytem). Also, Pegasystems ease of use is beneficial because the software is designed to make it easy for companies of all sizes and budgets.

Salesforce’s Ease of Use is a little more difficult than PegaSystem. Salesforce customers can find it hard to use, especially for those who are not tech-savvy (SEOmoz). However, because there are so many different features and tools within the platform itself, this system tends to be better in the long run

Salesforce has six different ways to use it which makes learning the system a bit more difficult. However, Salesforce offers deeper customization options for companies that are used with their CRM systems (SalesForce).

In terms of ease of use, PegaSystem is a bit easier to use than Salesforce. However, both companies provide great products and benefits that can be used by businesses of all sizes in order to become more organized and efficient.

Implementação

Implementation is the means by which a strategy is enacted. It entails moving beyond planning to take action and can be broken down into three stages: developing plans (strategy), mobilizing resources (capability), and generating results (performance).

PegaSystem’s Implementation can be synchronous or asynchronous, depending on what your business needs. For example, you can have a live chat with PegaSystem’s Implementation team to get help if needed.

PegaSystem has a dynamic case management tool that lets you go from problem to solution faster than Salesforce, which requires more time for implementation. PegaSystem also allows its customers to build their own integrations and customize the system accordingly to suit their needs.

Salesforce is an entirely cloud-based solution that provides scalable platforms for companies from all industries and company sizes.

Salesforce offers an intuitive, easy-to-use interface for all employees with access to the CRM system and can provide detailed reports that are customizable based on your business’s specific needs.

PegaSystem is a traditional software implementation whereas Salesforce operates in cloud technology which requires no installation or maintenance costs. This makes it easy to start, and easier for your employees to get accustomed to the system.

In terms of implementation, PegaSystem and Salesforce do not always measure up to each other. While PegaSystem’s Implementation requires a physical meeting with its team, Salesforce can be operated from anywhere as long as you have an internet connection.

Additionally, the customization options that are available for PegaSystem may require extra implementation time whereas salesforces CRM can be set up within minutes.

However, PegaSystem offers its customers an easy-to-use interface with detailed reports which can satisfy most business needs. Salesforce’s cloud-based technology may not always meet the demands of your company if you need more complicated customization options or multiple integrations that are not offered by Salesforce’s CRM system.

The comparison of PegaSystem’s Implementation and Salesforce shows that both systems have their own strengths, but it ultimately depends on your business needs to determine which system is most suitable.

Integraciones

Integrations are important in marketing because it makes sure that every aspect of your company is connected. With integrations, you can connect different software programs to make them work together and benefit your business more than if they were separate. For example, whether you are using Salesforce or Pegasystems CRM system, both have the ability for their systems to interact with other software programs.

Using Pegasystems CRM, you can connect your customer data to more than 30 different systems including Twitter, Microsoft Office 365 Outlook, or LinkedIn. They are constantly adding new integrations for their clients. Aside from that, Pegasystem’s integration is already built into the CRM system, which means that you don’t have to worry about any installation or connection.

SalesForce is another great option if your company needs a CRM system with integrations because it can connect with more than 400 different software programs on its own. Salesforce also offers pre-built connections for popular programs such as SAP. But, if your company doesn’t use any of the popular programs listed on SalesForce’s website, you will have to create a custom integration which takes more work and time.

Using SalesForce has some pre-built connections with other software programs like Gmail, SurveyMonkey, and Google Analytics. They can create custom integrations with other software as well, but it is done on an individual basis which can take time and money for your business.

In terms of integrations, Pegasystems is the better option for your company because it comes standard with all of its CRM systems. Salesforce will have to do custom integrations which can take time and money, whereas Pegasystems already has all of that pre-built into their platform.

Personalização

Customization is the degree to which a product or service can be adapted to the user’s specific needs.

Marketing managers are increasingly interested in customizing their marketing activities because one-size-fits-all campaigns generally do not produce good results.

To maximize ROI, marketers have turned towards more sophisticated customer segmentation techniques allowing them to personalize messages and offers based on customer preferences and behavior.

The effectiveness of customization is largely dependent upon the degree to which a product or service can be adapted to the user’s specific needs, wants, or expectations. In other words, it must provide an appropriate fit for that target market segment in order to maximize value for both customers and marketers alike.

Pegasystem’s customization is one of the best in the industry. It is founded on a unique combination of business process management, predictive analytics, and artificial intelligence technologies which can be applied to any domain or functional area within an organization.

Marketing managers are increasingly interested in customizing their marketing activities because one-size-fits-all campaigns generally do not produce good results. To maximize ROI, marketers have turned towards more sophisticated customer segmentation techniques allowing them to personalize messages and offers based on customer preferences and behavior.

Salesforce’s customization is one of the best in the industry too, on par with Pegasystem’s offering. It provides an extensive range of configurable features including workflow management capabilities which are designed to accommodate the varying needs of marketing managers across different business sectors.

In terms of customization, the two CRM systems are on par with each other. Pegasystem’s customization is one of the best in the industry because it is founded on a unique combination of business process management, predictive analytics, and artificial intelligence technologies which can be applied to any domain or functional area within an organization.

Salesforce’s customization provides an extensive range of configurable features including workflow management capabilities which are designed to accommodate the varying needs of marketing managers across different business sectors.

Soporte al Cliente

Customer support is a way to ensure that customers get the help they need and want. It is important in marketing because it keeps your company fresh in their minds so you do not lose them.

It is important to provide a quick, effective way for customers to get in touch with you. If the customer cannot easily make a purchase or has any other sort of problem they need assistance on, it might be difficult for them to continue being your client.

PegaSystems customer support is available 24/44 while Salesforce’s hours are Monday to Friday, from the time of eight AM to five PM. Pegasystems also has an online chat option for customers who prefer that method.

Salesforce outsources their phone support and email responses can take up to 48 hours which is not ideal! However, they do have a live chat option.

In terms of Customer Support, PegaSystems wins. In other areas, both companies are very similar but for different reasons. Ultimately it comes down to personal preference and your company’s needs! We hope this article has helped you decide which CRM system is right for you.

Features & Add-ons

Features & add-ons are a part of CRM software that enables businesses to streamline and improve their marketing strategies. This is the type of software used by large companies such as Microsoft, Oracle, and Salesforce. Pegasystems vs salesforce

To begin with, features & add-ons allow marketers to access data from multiple platforms at once using one tool. This simplifies the process of gathering and generating reports, keeping users aware of everything going on in their business at all times. Another essential aspect that Features & Add-ons offers is enhanced communication with customers by allowing you to reach out via email or phone calls directly from the platform itself. This is helpful because it saves businesses time and keeps them more organized.

The features & add-ons of PegaSystems are definitely more extensive than Salesforce. For starters, PegaSystem allows you to customize the platform so that it matches your business needs perfectly (Pegasystems). The system can also be used for marketing purposes by pulling data from social media websites and analyzing relevant statistics for future advertising campaigns (Salesforce). This feature is very important because it allows businesses to gain insight into what their customers like and how they use the product (Pegasystems).

Another plus that PegaSystem has over Salesforce is its capabilities for implementing Artificial Intelligence. AI can be used in a variety of ways by companies, such as using chatbots on social media platforms (Salesforce) or automating repetitive tasks (Pegasystems). This feature is important because it helps businesses save time and money by eliminating mundane processes, allowing them to invest more into other areas of the business (Pegasystems).

The Benefits of Pegasystems vs salesforce definitely lie in its extensive Features & Add-ons. The ability to customize this system is a major perk because it allows businesses to make sure they are receiving exactly what they need from a CRM platform (Pegasystems). The fact that PegaSystem allows you to implement AI is another major plus because of the potential time and money savings it can offer businesses. On the other hand, Salesforce has some great Features & Add-ons as well. For example, its ability to connect with social media is a great benefit that allows businesses to reach out and engage with customers in new ways (Salesforce).

In terms of Features & Add-ons, the Pegasystems vs salesforce debate is a close one. Pegasystems definitely has more extensive Features & Add-ons, but Salesforce shouldn’t be ruled out just yet. Its ability to connect with social media and incorporate AI into the platform are two major benefits that many businesses will find useful in their day-to-day operations (Salesforce). Overall, the choice between PegaSystem and Salesforce will come down to what your company needs from a CRM system.

Training and Resources

Training and resources are extremely important in marketing because they provide you with all of the knowledge and tools that you need to be successful. Training and resources are a must for any business that wants to be successful.

Marketing has a lot of resources and tools behind it, but without training or knowledge then these resources are useless. You need Training and Resources because they provide you with the information that is required to make good decisions in marketing your product/company successfully.

Você nunca pode ter recursos e ferramentas demais, mas pode ter conhecimento e compreensão de menos. O treinamento e os recursos disponíveis ao público permitem que empresas de qualquer tamanho sejam competitivas com empresas maiores em seu setor, pois fornecem todas as informações necessárias para tomar decisões inteligentes quando se trata de comercializar seu negócio ou produto com sucesso.

O treinamento e os recursos da Pegasystems e da Salesforce são muito diferentes. A Pegasystems possui uma seção de treinamento e recursos muito mais extensa do que a Salesforce.

A Pegasystems oferece aos usuários a possibilidade de treinar pessoalmente em seu escritório corporativo, localizado em Cambridge, Massachusetts, ou por meio de uma plataforma online para indivíduos que desejam aprender de qualquer lugar onde tenham acesso à internet.

A Pegasystems também oferece muitos cursos de treinamento autônomos e programas de certificação para indivíduos que desejam se tornar especialistas ou profissionais na PegaCloud Platform, que é seu produto principal. Esses cursos variam de nível iniciante a nível de especialista em conhecimento e expertise.

O treinamento e os recursos da Salesforce são muito mais limitados do que os da Pegasystems. A Salesforce oferece apenas uma plataforma de treinamento online para indivíduos que desejam aprender sobre seu produto, chamado Trailhead.

A vantagem que a Pegasystems tem sobre a Salesforce em relação ao seu treinamento e recursos é que ela possui uma variedade maior de opções. O treinamento e os recursos oferecidos pela Pegasystems podem ser acessados de qualquer lugar, o que é ótimo para indivíduos que desejam treinar em movimento ou em casa, onde se sentem mais confortáveis, em vez de pessoalmente em seu escritório corporativo.

A Pegasystems oferece programas de certificação profissional, bem como cursos para iniciantes, o que não é algo que a Salesforce oferece. Esses programas de certificação e cursos são ótimos porque permitem que indivíduos se tornem profissionais ou especialistas na PegaCloud Platform, o produto principal da Pegasystems.

Em termos de treinamento e recursos, a Pegasystems vence a Salesforce em todas as categorias. O treinamento e os recursos que a Pegasystems oferece estão disponíveis para qualquer pessoa, em qualquer lugar onde tenham acesso à internet, o que os torna muito mais acessíveis do que a plataforma online Trailhead da Salesforce.

A Pegasystems também tem uma variedade maior de cursos que vão do nível iniciante ao nível de especialista, além de programas de certificação profissional, que é algo que a Salesforce não oferece.

Perguntas frequentes

Quem é mais caro? Salesforce CRM ou Pega CRM?

Entre Salesforce CRM e Pega CRM, o software caro é o Salesforce CRM.

A Salesforce é mais cara do que a Pega, mas suas funcionalidades valem o preço. Outra coisa a considerar ao escolher entre Salesforce ou Pegasystems é qual delas oferece melhor suporte para as necessidades do seu negócio e plano orçamentário. Há também outras coisas que você precisa saber sobre Salesforce CRM e Pega.

Como o Salesforce.com se compara à Pegasystems?

O Salesforce.com é um sistema de CRM baseado em nuvem que pode ser acessado de qualquer lugar. Ele possui mais de 100.000 clientes e sua interface de programação de aplicativos (API) permite integração com muitos aplicativos de terceiros.

A Pegasystems oferece várias soluções diferentes de gerenciamento de relacionamento com o cliente que estão disponíveis como serviços sob demanda ou hospedados; também fornece instalação e configuração, desenvolvimento, treinamento e suporte. A Pegasystems é considerada um sistema de CRM mais complexo que permite a personalização do software de acordo com as necessidades específicas do negócio.

Qual é o modelo de precificação da Pegasystems?

O modelo de precificação da Pegasystems é baseado em assinatura e é baseado no número de usuários que usarão o sistema. Além disso, existem dois tipos de planos de assinatura: padrão e premier. Ambas as assinaturas incluem acesso ao seu portal online, que pode ser usado em qualquer dispositivo com conexão à internet, além de atualizações que melhorarão as funcionalidades do sistema.

Quem são os concorrentes da PegaSystems?

Os concorrentes da Pegasystems são Salesforce, Microsoft Dynamics CRM e Oracle Sales Cloud.

A Salesforce é o maior concorrente da Pegasystems.

A Salesforce tem mais clientes do que a Pegasystems, mas também preços mais altos, o que torna mais difícil competir com eles apenas no preço.

A Pegasystems utiliza diferentes estratégias para compensar isso, como oferecer uma melhor experiência ao usuário e mais integrações com outros produtos.

Outro concorrente da PegaSystems é o Microsoft Dynamics CRM.

A Microsoft criou um mercado muito grande para CRMs baseados em nuvem, então a Pegasystems está conquistando cada vez mais clientes a partir do sucesso dessa empresa.

A Oracle também oferece uma Sales Cloud como um serviço para competir com outras empresas no campo, como Salesforce ou Microsoft Dynamics. Na Europa, a Oracle enfrenta uma forte concorrência da Pegasystems.

A receita da Oracle é muito menor do que a de seus concorrentes, mas ainda assim oferece uma boa alternativa para empresas que buscam mudar do Salesforce ou do Microsoft Dynamics CRM.

A Sales Cloud compete principalmente com a Salesforce e também tem menos clientes no geral, pois muitas empresas ainda estão usando a Salesforce.

A Sales Cloud faz parte da "nuvem" da Oracle e, portanto, oferece mais do que apenas CRM, o que a torna diferente dos outros dois concorrentes de algumas maneiras.

Conclusão: Qual é melhor – Salesforce CRM ou Pega CRM?

O melhor sistema de CRM para o seu negócio vai depender de suas necessidades específicas.

Salesforce e Pega são ambas ótimas opções, mas cada uma tem suas próprias forças e fraquezas.

Esses CRMs podem ajudar a melhorar a produtividade de vendas, rastreando automaticamente as atividades de vendas, monitorando interações com clientes e mantendo todos os departamentos atualizados com as informações mais recentes.

Se você está procurando um sistema de CRM que ofereça uma interface fácil de usar ou capacidades avançadas de análise, o Salesforce pode ser a escolha certa para sua empresa.

Por outro lado, se você deseja controle total sobre o design e a funcionalidade do seu CRM, o Pega pode ser uma escolha melhor.

No entanto, o Salesforce oferece mais flexibilidade do que o Pegasystems em termos de opções de personalização, além de uma ampla gama de aplicativos pré-construídos que podem ajudar a economizar tempo na implementação de novos recursos ou mudanças.

Em resumo, enquanto ambos os CRMs Salesforce e Pega podem ajudar a agilizar as atividades de vendas e aumentar a receita, cada sistema tem suas próprias forças que o tornam mais adequado para certos tipos de negócios. Seja qual for a sua decisão entre Pegasystems ou Salesforce CRM, certifique-se de fazer sua lição de casa e investigar todos os recursos que cada sistema tem a oferecer antes de tomar uma decisão final.