Pega-Platform-vs-Salesforce

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.