Pegasystems与Salesforce：您的公司应该选择哪个CRM系统？

CRM系统是任何企业的必备工具。选择合适的CRM系统的最佳方法是根据您公司的需求以及您对CRM系统的期望进行评估。在本文中，我们将比较Pegasystems和Salesforce，这两个在各自领域内知名的供应商，并看看哪一个更适合您的需求。

什么是Pega CRM？

Pega CRM是由Pegasystems公司开发的下一代客户关系管理（CRM）软件。Pega CRM是商业规则管理系统的实现，这意味着它使用规则引擎来自动化流程，并为各行业的公司提供决策支持系统。这使得企业能够通过有效的客户服务保持竞争力，而无需在人工劳动力上花费大量资金。

Pega CRM是希望自动化其业务流程并实时做出数据驱动决策的公司的最佳系统。

什么是Salesforce CRM？

Salesforce CRM是一个客户关系管理系统，允许轻松跟踪潜在客户和机会，从它们的初步发现阶段直到转化为付费客户或被关闭为失去。它旨在帮助公司在单一界面中跟踪与客户、潜在客户、合作伙伴甚至员工的互动，以便用户始终能够了解每个潜在客户在销售漏斗中的位置。

Salesforce CRM允许企业跟踪与每次互动相关的信息，例如何时发生以及在会议或电话中讨论了什么。用户还可以附加文档（例如他们与潜在客户共享的演示文稿），以便所有重要数据都可以在一个中心位置随时获取，而不是分散在多个电子邮件、聊天和电话应用程序中。这确保了销售团队中的每个人始终使用最新的信息，即使他们无法亲自会面讨论新潜在客户或机会。

Salesforce和Pegasystems有什么共同点和区别？

Salesforce和Pegasystems都提供CRM解决方案。它们都位于加利福尼亚州旧金山。两家公司在全球范围内都有企业客户。

区别：Salesforce提供基于云的解决方案，而Pegasystems提供必须在每个用户的计算机或移动设备上本地安装的本地产品。Salesforce可以根据每个客户的特定需求进行定制，而Pegasystems的产品则采用一刀切的方法。

Salesforce提供客户所需的一切，例如销售、营销和客户服务工具。它还根据用户需求提供多个附加组件或增强功能。

Pegasystems仅提供核心CRM功能。它不提供任何额外功能，客户必须依赖第三方软件来执行A/B测试或营销自动化等任务。Salesforce的定价基于用户数量，而Pegasystems则有基于处理交易数量的分层定价模型。

Salesforce和Pegasystems都是知名的CRM软件公司，在全球拥有忠实的客户群。Salesforce是基于云的解决方案，而Pegasystems提供本地产品，因此考虑贵公司的IT能力和工作环境非常重要。如果您的公司需要一个可以根据其需求进行定制的产品，Salesforce可能是更好的选择，因为它提供的功能比Pegasystems更多。

PegaSystems与Salesforce功能比较

比较功能很重要，因为它能让您更好地了解每个系统提供的内容。

大量相似的功能可能表明这些系统是为同一行业的企业设计的；然而，在比较PegaSystems和Salesforce时，注意差异和相似之处同样重要，因为这两个CRM工具的匹配程度取决于您公司的需求。

易用性

易用性是一个描述最终用户使用产品或服务的便利程度的术语。在营销中，易用性很重要，因为公司在设计产品和服务时会考虑到客户。如果他们制作的东西太难以理解或使用，那么就没有人会购买。

PegaSystem的易用性比Salesforce稍微容易一些。PegaSystem对每个客户使用相同的流程，因此与其他CRM系统相比，学习和使用所需的时间更少。这个系统也很有利，因为公司可以通过预构建的集成（PegaSystem）在几分钟内让用户上手。此外，Pegasystems的易用性也很有利，因为该软件旨在使各种规模和预算的公司都能轻松使用。

Salesforce的易用性比PegaSystem稍微困难一些。Salesforce的客户可能会觉得使用困难，尤其是对于那些不懂技术的人（SEOmoz）。然而，由于平台内有如此多不同的功能和工具，这个系统在长期使用中往往更好。

Salesforce有六种不同的使用方式，这使得学习系统变得有些困难。然而，Salesforce为习惯使用其CRM系统的公司提供了更深层次的定制选项（SalesForce）。

在易用性方面，PegaSystem比Salesforce稍微容易使用。然而，两家公司都提供出色的产品和好处，适合各种规模的企业，以便变得更加有序和高效。

实施

实施是执行战略的手段。它涉及超越计划采取行动，可以分为三个阶段：制定计划（战略）、动员资源（能力）和产生结果（绩效）。

PegaSystem的实施可以是同步或异步的，具体取决于您的业务需求。例如，您可以与PegaSystem的实施团队进行实时聊天以获取帮助。

PegaSystem拥有一个动态案例管理工具，使您能够比Salesforce更快地从问题转向解决方案，而后者需要更多的实施时间。PegaSystem还允许其客户构建自己的集成并根据需要定制系统。

Salesforce是一个完全基于云的解决方案，为各个行业和公司规模的企业提供可扩展的平台。

Salesforce为所有访问CRM系统的员工提供直观、易于使用的界面，并可以提供基于您业务特定需求的可定制详细报告。

PegaSystem是传统的软件实施，而Salesforce则在云技术下运行，无需安装或维护成本。这使得启动变得简单，也让您的员工更容易适应系统。

在实施方面，PegaSystem和Salesforce并不总是能够相互匹配。虽然PegaSystem的实施需要与其团队进行面对面的会议，但只要您有互联网连接，Salesforce可以在任何地方操作。

此外，PegaSystem可用的定制选项可能需要额外的实施时间，而Salesforce的CRM可以在几分钟内设置。

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.

Integrations

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.

自定义功能

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.

客户支持

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.

市场营销背后有很多资源和工具，但如果没有培训或知识，这些资源就毫无用处。你需要培训和资源，因为它们为你提供了在成功营销你的产品/公司时所需的信息，以做出良好的决策。

资源和工具永远不会太多，但知识和理解可能会太少。向公众提供的培训和资源使任何规模的企业都能在其行业中与更大公司竞争，因为它们为企业提供了在成功营销其业务或产品时所需的所有信息，以做出明智的决策。

Pegasystems和Salesforce的培训和资源截然不同。Pegasystems的培训和资源部分比Salesforce更为广泛。

Pegasystems为用户提供在其位于马萨诸塞州剑桥的公司办公室进行面对面培训的机会，或者通过在线平台进行培训，方便希望从任何可以上网的地方学习的个人。

Pegasystems还提供许多自学进度的培训课程和认证项目，供希望成为PegaCloud平台专家或专业人士的个人。这些课程从初学者到专家级别的知识和技能都有。

Salesforce的培训和资源远不如Pegasystems丰富。Salesforce仅为希望了解其产品的个人提供一个在线培训平台，称为Trailhead。

在培训和资源方面，Pegasystems相较于Salesforce的优势在于他们提供了更多的选择。Pegasystems提供的培训和资源可以在任何地方访问，这对于希望在移动中或在家中（他们感到最舒适的地方）进行培训的个人来说非常好，而不是在公司办公室进行面对面培训。

Pegasystems提供专业认证项目以及初学者课程，而这是Salesforce所不提供的。这些认证项目和课程非常好，因为它们使个人能够成为PegaCloud平台的专业人士或专家，这是Pegasystems的旗舰产品。

在培训和资源方面，Pegasystems在各个类别中都胜过Salesforce。Pegasystems提供的培训和资源对任何人都可用，只要他们可以访问互联网，这使得它们比Salesforce的在线平台Trailhead更易于获取。

Pegasystems还提供从初学者到专家级别的更多课程选择，以及专业认证项目，这是Salesforce所不提供的。

常见问题

哪个更贵？Salesforce CRM还是Pega CRM？

在Salesforce CRM和Pega CRM之间，昂贵的软件是Salesforce CRM。

Salesforce比Pega更贵，但其功能物有所值。选择Salesforce或Pegasystems时，还需要考虑哪个更适合你的业务需求和预算计划。还有一些关于Salesforce CRM和Pega的其他信息你需要了解。

Salesforce.com与Pegasystems相比如何？

Salesforce.com是一个基于云的CRM系统，可以从任何地方访问。它拥有超过100,000个客户，其应用程序接口（API）允许与许多第三方应用程序集成。

Pegasystems提供几种不同的客户关系管理解决方案，作为按需或托管服务提供；它还提供安装和配置、开发、培训和支持。Pegasystems被认为是一个更复杂的CRM系统，能够根据特定的业务需求定制软件。

Pegasystems的定价模型是什么？

Pegasystems的定价模型是基于订阅的，依据将使用该系统的用户数量。除此之外，还有两种类型的订阅计划：标准和高级。两种订阅均包括访问其在线门户的权限，可以在任何连接互联网的设备上使用，并且会有更新以改善系统中的功能。

PegaSystems的竞争对手是谁？

Pegasystems的竞争对手包括Salesforce、Microsoft Dynamics CRM和Oracle销售云。

Salesforce是PegaSystems最大的竞争对手。

Salesforce的客户比Pegasystems多，但价格也更高，这使得在价格上与他们竞争变得更加困难。

Pegasystems采用不同的策略来弥补这一点，例如提供更好的用户体验和与其他产品的更多集成。

PegaSystem的另一个竞争对手是Microsoft Dynamics CRM。

微软为基于云的CRM创造了一个非常大的市场，因此Pegasystems越来越多地从这家公司的成功中获得客户。

Oracle还提供销售云作为服务，以与Salesforce或Microsoft Dynamics等其他公司竞争。在欧洲，Oracle面临着来自Pegasystems的激烈竞争。

Oracle的收入远低于其竞争对手，但仍然为希望从Salesforce或Microsoft Dynamics CRM转移的公司提供了良好的替代方案。

销售云主要与Salesforce竞争，并且总体上客户也较少，因为许多公司仍在使用Salesforce。

销售云是Oracle的“云”一部分，因此提供的不仅仅是CRM，这使得它在某些方面与其他两个竞争对手有所不同。

结论：哪个更好 - Salesforce CRM还是Pega CRM？

最适合您业务的CRM系统将取决于您的具体需求。

Salesforce和Pega都是很好的选择，但它们各自有自己的优缺点。

这些CRM可以通过自动跟踪销售活动、监控客户互动，并使所有部门保持最新信息，来帮助提高销售生产力。

如果您正在寻找一个提供易于使用界面或高级分析功能的CRM系统，Salesforce可能适合您的公司。

另一方面，如果您希望完全控制CRM的设计和功能，Pega可能是更好的选择。

然而，在定制选项方面，Salesforce提供的灵活性超过了Pegasystems，并且有大量预构建的应用程序，可以在实施新功能或更改时节省时间。

简而言之，虽然Salesforce和Pega CRM都可以帮助简化销售活动并增加收入，但每个系统都有其自身的优势，使其更适合某些类型的企业。无论您选择Pegasystems还是Salesforce CRM，请确保做好功课，调查每个系统提供的所有功能，然后再做出最终决定。