What users are saying about
174 Ratings
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Top Rated
2634 Ratings
174 Ratings
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Score 7.9 out of 100

Salesforce

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Top Rated
2634 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

I'd be likely to recommend Salesforce to anyone who has time or resources to develop the system to meet their needs - or to hire that out to another firm. Salesforce is a HUGE tool that comes as a blank slate. and not appropriate for any firm that cannot have a near full time support person or developer.
Jeff Fralick | TrustRadius Reviewer

Feature Rating Comparison

Reporting & Analytics

Pega Platform
7.8
Salesforce
Dashboards
Pega Platform
7.5
Salesforce
Standard reports
Pega Platform
8.1
Salesforce
Custom reports
Pega Platform
7.9
Salesforce

Process Engine

Pega Platform
8.0
Salesforce
Process designer
Pega Platform
8.8
Salesforce
Process simulation
Pega Platform
8.6
Salesforce
Business rules engine
Pega Platform
8.5
Salesforce
SOA support
Pega Platform
9.0
Salesforce
Process player
Pega Platform
7.2
Salesforce
Support for modeling languages
Pega Platform
5.4
Salesforce
Form builder
Pega Platform
8.2
Salesforce
Model execution
Pega Platform
8.6
Salesforce

Collaboration

Pega Platform
8.8
Salesforce
Social collaboration tools
Pega Platform
8.8
Salesforce

Content Management Capabilties

Pega Platform
4.4
Salesforce
Content management
Pega Platform
4.4
Salesforce

Sales Force Automation

Pega Platform
Salesforce
8.3
Customer data management / contact management
Pega Platform
Salesforce
9.1
Workflow management
Pega Platform
Salesforce
8.1
Territory management
Pega Platform
Salesforce
8.1
Opportunity management
Pega Platform
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Pega Platform
Salesforce
8.3
Contract management
Pega Platform
Salesforce
8.4
Quote & order management
Pega Platform
Salesforce
7.7
Interaction tracking
Pega Platform
Salesforce
8.6
Channel / partner relationship management
Pega Platform
Salesforce
8.1

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
8.2
Lead management
Pega Platform
Salesforce
8.3
Email marketing
Pega Platform
Salesforce
8.1

CRM Project Management

Pega Platform
Salesforce
8.0
Task management
Pega Platform
Salesforce
8.4
Billing and invoicing management
Pega Platform
Salesforce
6.7
Reporting
Pega Platform
Salesforce
8.7

CRM Reporting & Analytics

Pega Platform
Salesforce
8.8
Forecasting
Pega Platform
Salesforce
8.5
Pipeline visualization
Pega Platform
Salesforce
8.9
Customizable reports
Pega Platform
Salesforce
9.1

Customization

Pega Platform
Salesforce
8.7
Custom fields
Pega Platform
Salesforce
8.7
Custom objects
Pega Platform
Salesforce
8.8
Scripting environment
Pega Platform
Salesforce
8.3
API for custom integration
Pega Platform
Salesforce
8.8

Security

Pega Platform
Salesforce
8.9
Single sign-on capability
Pega Platform
Salesforce
8.9
Role-based user permissions
Pega Platform
Salesforce
8.9

Social CRM

Pega Platform
Salesforce
8.2
Social data
Pega Platform
Salesforce
8.3
Social engagement
Pega Platform
Salesforce
8.1

Integrations with 3rd-party Software

Pega Platform
Salesforce
8.3
Marketing automation
Pega Platform
Salesforce
8.4
Compensation management
Pega Platform
Salesforce
8.2

Platform

Pega Platform
Salesforce
8.1
Mobile access
Pega Platform
Salesforce
8.1

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 handles searches extremely well. Many users have described it as Google for all your work stuff. The trick is to get all of your data onto the platform, but once that is done the magic of its relational database becomes invaluable.
  • Development on the Salesforce platform is very painless and easy to implement. The learning curve is not steep and the coding requirements are minimal. Their motto is "clicks not code" and that becomes very evident once you start using it.
  • The adaptability of the platform to any business and any aspect of the business makes it a no-brainer if you can afford the licensing costs. Once you realize that its powers go beyond CRM then the sky is the limit, assuming you can afford the licensing. But the benefits far outweigh the costs.
Anonymous | 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

  • Although Salesforce is highly customizable it requires knowing extensive knowledge about the database and the way it functions. This means we had to hire consultants to create a framework for us that we could then use. It means we also retain someone as consultants throughout the year for changes because we cannot afford to have a full-time staff member who knows the ins and outs of the database.
  • The same can be said for generating reports. It took me a few months to really understand how to generate the reports I was looking for. It requires knowing a bit about the way fields are connected and working from there. I've learned that practice is key. Additionally, we had our consultants teach some staff how to pull reports as well.
  • I primarily use Salesforce to track donor information. Since it is not specifically a donor management database there are some features that are missing that I know other platforms do have. For example, I can't batch upload acknowledgment letters to certain donation records as you can in Raisers Edge, etc.
Anonymous | 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 48 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 8.7
Based on 37 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Kyle Dugger | TrustRadius Reviewer

Reliability and Availability

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.8
Based on 27 answers
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. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data
Rob Gottschalk | TrustRadius Reviewer

Performance

Pega Platform

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.0
Based on 18 answers
For a SaaS provider, I'd rate their performance to be one of the best. At times, reporting tends to slow down if the data set is very large, which is the case in any system. But, that's a very rare phenomenon
Anonymous | TrustRadius Reviewer

Support Rating

Pega Platform

Pega Platform 6.9
Based on 6 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 7.9
Based on 33 answers
It usually takes time to get escalated (a couple of days) and the first level of support is not good at all, most of their responses are from a script and sometimes they don't even know what they're saying. We're 3 experienced people supporting our instance, so when we go to support is because we really need it and it's something we cannot take care ourselves.
Anonymous | 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 16 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

Salesforce tends to be more universally used and has applications outside of the nonprofit sphere. Although I personally have not used Raisers Edge to the extent that I have used Salesforce, I will say that I find Salesforce slightly easier to navigate and more customizable as well. In general, the fact that more organizations use Salesforce was a component of our decision to use them.
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

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

  • Negative: The cost/time to get everything up and running is substantial.
  • Positive: Salesforce provides MANY new tools that should aid in recruitment
  • Positive: Salesforce allows us to better serve our existing members by having a shared data profile that holds interactions and information.
  • Positive: Salesforce provides options for automation that we did not have before. This frees up many manual processes
  • Overall, Salesforce should have an enormous ROI.
Anonymous | 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

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$100.001
Enterprise$175.001
  1. Per User Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Pega Platform
7.9
Salesforce
8.5

Likelihood to Renew

Pega Platform
10.0
Salesforce
10.0

Usability

Pega Platform
Salesforce
8.7

Reliability and Availability

Pega Platform
Salesforce
9.8

Performance

Pega Platform
Salesforce
9.0

Support Rating

Pega Platform
6.9
Salesforce
7.9

In-Person Training

Pega Platform
Salesforce
7.9

Online Training

Pega Platform
8.0
Salesforce
9.1

Implementation Rating

Pega Platform
Salesforce
9.4

Scalability

Pega Platform
Salesforce
10.0

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