What users are saying about
184 Ratings
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Top Rated
2901 Ratings
184 Ratings
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Score 8.1 out of 100

Salesforce

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Top Rated
2901 Ratings
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Score 8.4 out of 100

Highlights

Pega Platform is a business process management platform that offers a suite of best-in-class process automation and case management solutions. It also provides users with marketing and sales CRM capabilities. Salesforce offers a popular cloud-based CRM platform that aims to streamline lead and opportunity management by bringing relationship management, automation, and reporting functions under one umbrella.

Pega Platform excels at case management and offers users a no-code visual app development experience. Pega can also function as a CRM and has built-in AI capabilities to assist in decision making. Salesforce is the dominant CRM platform in the market today and offers integrations with thousands of applications so users can get the most out of the system. On TrustRadius, Pega Platform is most popular with enterprise software users while Salesforce is preferred by reviewers from midsize companies. 

Features

Pega Platforms’ main advantage is that it offers excellent case management and lifecycle management tools. These provide users with a visual representation of business cases and the ability to group related tasks into stages. It also allows them to easily monitor how and when the tasks are completed. It is a no-code platform that allows users to make changes through a graphical user interface to effect coding changes. TrustRadius users also report excellent support from the vendor and thorough training and process documentation. 

Salesforce offers a best-of-breed CRM system that is highly customizable. Because it is an industry-standard CRM, it offers integrations with most major third-party software product, which is a major plus for companies that use many different applications throughout their organization. Salesforce also offers excellent reporting capabilities so that teams can stay focused on goals and milestones.   

Limitations

Pega Platform is not as broad of a solution as some of its competition. While it has different modules and add-ons, it might not cater to organizations that have very specific business needs. Pega also does not offer as many software integrations as Salesforce so there may be limitations when it comes to integrating data streams form other third-party software into the Pega Platform.

Salesforce’s main detractors are its extreme complexity and the amount of time and effort required to customize the system. Many businesses may not need all the features that are offered. This can make it overwhelming for new users learning how to use the Salesforce CRM platform. TrustRadius users mention a lack of videos for web-based training and that the software could use better help tools overall. Salesforce is also in the process of transitioning to a more streamlined user interface called Salesforce Lightning Experience, but some users report that they have difficulty in navigating the newer UI. 

Pricing

Pega Platform offers a 30-day free trial of the software, which does not include the full capabilities of the Pega Cloud service. For example, the free version does not include case management, analytics, or access to the virtual private cloud. Perga Platform’s Enterprise Starter package is $90 per user per month. This plan is differentiated from the way competitors price their software in that Pega only charges for actual usage within a given period, rather than just the user license.

Salesforce CRM lives inside the Salesforce Sales Cloud, which offers a free trial and four paid pricing plans. Their lowest-tier plan costs $25 per user per month and has relatively limited functionality. For example, it does not include lead registration and lead scoring, pipeline forecasting, or workflow automation. Pega’s Professional, Enterprise, and Unlimited plans respectively cost $75/user/month, $150/user/month, and $300/user/month. 

Likelihood to Recommend

Pega Platform

Pega is great for corporate web apps when a certain work flow or process can be improved through automation or a more stream lined process. It can handle forms and documents really well, integrates well with many different services (including other Pega apps), can handle very complex work flows and logic to basic things like user permissions and notifications. I would say it is less suited for small business needs. I would also say it is not that great at handling media or very interactive screens such as video (something I have personally never seen done).
Anonymous | TrustRadius Reviewer

Salesforce

We have well over 12,000 contacts that we were managing in several customer relationship managers and list serves. We are bringing them all into Salesforce to streamline our user experience across the department and also bring our event registration over to Salesforce rather than having it in separate softwares. We are using it in higher education communications and marketing.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Reporting & Analytics

Pega Platform
7.6
Salesforce
Dashboards
Pega Platform
8.3
Salesforce
Standard reports
Pega Platform
7.2
Salesforce
Custom reports
Pega Platform
7.2
Salesforce

Process Engine

Pega Platform
7.5
Salesforce
Process designer
Pega Platform
7.4
Salesforce
Process simulation
Pega Platform
8.1
Salesforce
Business rules engine
Pega Platform
8.1
Salesforce
SOA support
Pega Platform
7.2
Salesforce
Process player
Pega Platform
7.0
Salesforce
Support for modeling languages
Pega Platform
5.4
Salesforce
Form builder
Pega Platform
8.0
Salesforce
Model execution
Pega Platform
9.0
Salesforce

Collaboration

Pega Platform
8.1
Salesforce
Social collaboration tools
Pega Platform
8.1
Salesforce

Content Management Capabilties

Pega Platform
4.4
Salesforce
Content management
Pega Platform
4.4
Salesforce

Sales Force Automation

Pega Platform
Salesforce
7.8
Customer data management / contact management
Pega Platform
Salesforce
8.4
Workflow management
Pega Platform
Salesforce
7.7
Territory management
Pega Platform
Salesforce
7.7
Opportunity management
Pega Platform
Salesforce
8.4
Integration with email client (e.g., Outlook or Gmail)
Pega Platform
Salesforce
7.3
Contract management
Pega Platform
Salesforce
7.7
Quote & order management
Pega Platform
Salesforce
7.5
Interaction tracking
Pega Platform
Salesforce
8.1
Channel / partner relationship management
Pega Platform
Salesforce
7.8

Customer Service & Support

Pega Platform
Salesforce
8.5
Case management
Pega Platform
Salesforce
9.0
Call center management
Pega Platform
Salesforce
8.4
Help desk management
Pega Platform
Salesforce
8.3

Marketing Automation

Pega Platform
Salesforce
7.9
Lead management
Pega Platform
Salesforce
8.2
Email marketing
Pega Platform
Salesforce
7.7

CRM Project Management

Pega Platform
Salesforce
7.5
Task management
Pega Platform
Salesforce
7.6
Billing and invoicing management
Pega Platform
Salesforce
6.7
Reporting
Pega Platform
Salesforce
8.0

CRM Reporting & Analytics

Pega Platform
Salesforce
8.2
Forecasting
Pega Platform
Salesforce
7.9
Pipeline visualization
Pega Platform
Salesforce
8.3
Customizable reports
Pega Platform
Salesforce
8.5

Customization

Pega Platform
Salesforce
8.1
Custom fields
Pega Platform
Salesforce
8.3
Custom objects
Pega Platform
Salesforce
8.4
Scripting environment
Pega Platform
Salesforce
7.7
API for custom integration
Pega Platform
Salesforce
7.9

Security

Pega Platform
Salesforce
8.4
Single sign-on capability
Pega Platform
Salesforce
8.3
Role-based user permissions
Pega Platform
Salesforce
8.6

Social CRM

Pega Platform
Salesforce
7.4
Social data
Pega Platform
Salesforce
7.4
Social engagement
Pega Platform
Salesforce
7.4

Integrations with 3rd-party Software

Pega Platform
Salesforce
7.5
Marketing automation
Pega Platform
Salesforce
7.7
Compensation management
Pega Platform
Salesforce
7.3

Platform

Pega Platform
Salesforce
7.7
Mobile access
Pega Platform
Salesforce
7.7

Pros

Pega Platform

  • Reusability
  • Pega’s Situational layer cake architecture is capable of organizing application to suit enterprise needs. An enterprise can have a complex organization structure located around the globe. Because of Situational layer cake architecture reusing common policies and procedures is easy while allowing for differences between products, regions, channels and customer segments.Whereas with some application development platforms, separate copies of the application should be created to suite different business context.
  • Faster application delivery
  • With Pega developers can reuse common policies and procedures, replicate functions and industry specific frameworks and utilize pega UI elements to develop applications. IT is easy to deploy.Therefore developers are capable of delivering application earlier compared to some application development platforms. Pega reduces time taken to deliver an outcome.
  • Pega upgrades
  • Pega platform is upddated to adapt and work with latest technologies.
  • Proprietary users support and maintain Pega platform continuously. Pega customer support is always willing to enhance product support.
Anonymous | TrustRadius Reviewer

Salesforce

  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
Erik Viager | TrustRadius Reviewer

Cons

Pega Platform

  • Pega’s Strategic Apps, Cobrowse and OpenSpan offerings appeal to midmarket customers, but Pega is not aggressively promoting Pega 7 and Pega Express as stand-alone iBPMS platforms to the midmarket.
  • Pega doesn't support powerful data or process modeling capabilities as compared to the other tools.
  • Pega doesn't support full extraction, transformation and loading capabilities as offered by other industry-leading tools. Pega support doesn't solve tickets correctly on-time.
Anonymous | TrustRadius Reviewer

Salesforce

  • Costs vs. ROI: The initial cost to BUILD whatever instance your SF sales rep presents to you and sells; the COST associate to get to that build is NEVER explained or discussed.
  • The Salesforce sales rep's job is to sell you on an idea and hope, rather than practical application, implementation, and realistic expectations of the egregiously cantankerous and universally overpriced CRM.
  • They do not vet, manage or hold accountable their 'implementation partners'. Again, the sales rep for Salesforce; their job is to sell you the platform, not what you they showed you the platform can do. There is extreme neglect in discussing the actual cost to get their CRM platform to do WHAT they have showcased to you. Not to mention the time it takes to get there. Not to mention the partners they refer to you are random. These 3rd party companies do ALL the work and make ALL the money on behalf of Salesforce, for themselves. You get stuck in contracts with mediocre service or lackluster results and there is NO recourse for you as the consumer against these 'partners'.
  • If I want to sell GM cars, GM has standards and minimums they require in order for me to represent their brand. If I do shady dealings, rip customers off or am just a terrible business to be in business with, GM would strip me of my dealership title for their brand. SalesForce does no such thing. I could start a company to implement salesforce, have you sign a contract and deliver a garbage product. If you go to SF to complain about that; "Our hands our tied" as I have been told.
  • Salesforce does not care about your user experience, they just want you to buy more. It is a Sales organization, not a software company. Again, they do not care about your business, the negative impact of their CRM rollout, or how terrible their 3rd party support partners are. They. Dont. Care. They just want your money.
  • SF is aware they are the biggest player on the block. They have all the cards. You, the consumer, as an individual business, have no power or say.
Kurt Johansen | TrustRadius Reviewer

Likelihood to Renew

Pega Platform

Pega Platform 10.0
Based on 6 answers
Pegasystems has continued to demonstrate a strong partnership with our organization and investment in their product that aligns with our overall vision and need. Pegasystems has engaged us at every level, with the assistance of minor defects to the overall roadmap planning and alignment of our goals
Anonymous | TrustRadius Reviewer

Salesforce

Salesforce 10.0
Based on 49 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli | TrustRadius Reviewer

Usability

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 8.1
Based on 84 answers
I rate Salesforce.com overall usability 9 because this Web base tools really serve it's the purpose and contribute much to our marketing and sales pipeline and help drive more RIO in our Business. Sales and marketing activities have no gaps it's can be seen and monitored in Salesforce.com even opportunities they are engaged or attached on it we can see where leads are coming and in who or where effort it is. It's easy to maintain and use. No issue so far and all works well.
Angel Arciaga | TrustRadius Reviewer

Reliability and Availability

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.8
Based on 54 answers
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Kyle Dugger | TrustRadius Reviewer

Performance

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.0
Based on 36 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk | TrustRadius Reviewer

Support Rating

Pega Platform

Pega Platform 6.6
Based on 7 answers
It’s very slow sometimes, but that may be our servers. Also the Knowledge Library needs some work - again, not sure if it’s our setup or what- but I’m unable to search the body of an article for content, so I have to be very intentional with tagging, but it’s not ideal.
Anonymous | TrustRadius Reviewer

Salesforce

Salesforce 7.7
Based on 111 answers
As a Salesforce user, I've worked in large organizations with Salesforce-trained employees. They gave me instructions on how to get in touch with them, and they were addressed in a way that made it easy for me to understand. But they were often overwhelmed with Salesforce. My organization would benefit from more online and videos and on-site training. Even with a level one person, complex issues can be tricky to resolve.
Aononna Tazin | TrustRadius Reviewer

In-Person Training

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.9
Based on 11 answers
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
Anonymous | TrustRadius Reviewer

Online Training

Pega Platform

Pega Platform 8.0
Based on 1 answer
The online training is an excellent one, but still it is missing hands on development.
Anonymous | TrustRadius Reviewer

Salesforce

Salesforce 9.1
Based on 15 answers
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Anonymous | TrustRadius Reviewer

Implementation Rating

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.4
Based on 32 answers
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Pega Platform

Pega offers a business-friendly toolkit for defining applications. Unlike traditional BPM tools, there is much fewer complications, the technical syntax to handle in modeling processes and hardly any hard-coded programming. A well-trained business user can be trusted to create a business application from the Pegasystems BPM framework if desired. Pega also provides "Case Life cycle Management" - which allows any business user to capture and process the full scope of work in their operations, be it document handling, approvals, decision making, etc. These tasks can all be built into a process flow to automate as much as possible. The usage of design-once, the deploy-anywhere user interface has helped in saving a lot of effort.
Anonymous | TrustRadius Reviewer

Salesforce

When evaluating a CRM solution for our company we had a fairly simple decision process. We had to decide to buy vs build an internal solution - which we found for the cost Salesforce would save from development / IT perspective and provide a more robust solution. The closest out of the box competitor we looked at was the Microsoft Dynamics CRM product -and again, we found Salesforce to be a more robust / cost effective solution.
Anonymous | TrustRadius Reviewer

Contract Terms and Pricing Model

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 8.7
Based on 3 answers
The contract process was arduous. Some of that was because of the purchasing issues with our university, but as mentioned previously, we got a quote for a package and then they also recommended add-on fees. These were things we did not end up going with because we had budgeted based on the originally quoted amount. This has slowed down our implementation phase and meant we were paying for two CRM software for longer than I would have liked.
Anonymous | TrustRadius Reviewer

Scalability

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 2 answers
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Anonymous | TrustRadius Reviewer

Professional Services

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.0
Based on 3 answers
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Aononna Tazin | TrustRadius Reviewer

Return on Investment

Pega Platform

  • With our framework, we have been able to build new applications in 10% of the time/cost. Example, we built an application that took 8 months and 1.2 million k in a traditional .net environment and was able to build a similar application in 60 days for about 100k
  • Collaboration with the designer shaves weeks off the requirements gathering
  • Standard reporting is a launchpad that allows the users to accept the system without waiting for MIS reports to follow application build which often would usually delay use for 60 to 90, but not with Pega
Chuck Kelly | TrustRadius Reviewer

Salesforce

  • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
  • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
Quentin Goin | TrustRadius Reviewer

Screenshots

Pricing Details

Pega Platform

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Pega Platform Editions & Modules

Edition
Starter$90.001
  1. Per User Per Month
Additional Pricing Details
For the latest information on pricing, visit https://www.pega.com/products/pega-7-platform/pricing

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce Editions & Modules

Edition
Essentials$25.001
Professional$75.001
Enterprise$150.001
Unlimited$300.002
  1. Per User/Per Month
  2. Per user/Per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Pega Platform
7.1
Salesforce
7.9

Likelihood to Renew

Pega Platform
10.0
Salesforce
10.0

Usability

Pega Platform
Salesforce
8.1

Reliability and Availability

Pega Platform
Salesforce
9.8

Performance

Pega Platform
Salesforce
9.0

Support Rating

Pega Platform
6.6
Salesforce
7.7

In-Person Training

Pega Platform
Salesforce
7.9

Online Training

Pega Platform
8.0
Salesforce
9.1

Implementation Rating

Pega Platform
Salesforce
9.4

Contract Terms and Pricing Model

Pega Platform
Salesforce
8.7

Scalability

Pega Platform
Salesforce
10.0

Professional Services

Pega Platform
Salesforce
9.0

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