How does Pegasystems CRM & Customer Interaction score on certain components?
In our study, we also inspected the various software products of Pegasystems software. We evaluated Pegasystems CRM & Customer Interaction on no less than 180 criteria. The bar chart below illustrates the pros and cons of Pega Customer Relationship Management, in general terms. Please note that Passionned Group is 100% independent of the software vendors in our research. We do not sell licenses, we do not make deals or have any ties to the vendor. Among other things, we help and advise companies in the proper selection of CRM systems.
Figure 1: Strength-weakness analysis of the supplier Pegasystems CRM & Customer Interaction. You can get a maximum score of 100 percent. Source: The CRM & Customer Interaction Guide 2024. Do you need additional information about the research justification? Click here to download this guide.
The Pegasystems analysis was made possible by intercepting big data and analyzing it in-depth. More than 318 documents were analyzed for this vendor. In this analysis process, both machine learning models and the subject matter expertise of a CRM consultant played a distinguished role in establishing the final results.The CRM & Customer Interaction Guide 2024 
In our 100% vendor-independent CRM & Customer Interaction Guide we have collected all the ins and outs of Pegasystems for you. You get access to hundreds of (shorter) trainings, tech talks, demos, lectures, tutorials, and always have the latest CRM news. In addition, this guide will help further develop your knowledge about CRM & Customer Interaction.
Pegasystems and their complete CRM & Customer Interaction product portfolio
The software company Pegasystems carries (a minimum of) 4 products in the realm of CRM & Customer Interaction. Below, we rank and describe the products in order of relevance:
What is Pega Customer Relationship Management?
Other names by which this software product is known: Pega CRM, Pega Platform, Pegasystems Customer Relationship Management
We do not display all the features here but, in this paragraph, we provide a description of Pega Customer Relationship Management, including some of its features and any related products. This product group consists of Pega Sales Automation, Pega Customer Service, and Pega Customer Decision Hub. The product Pega Customer Relationship Management can be characterized by the following features:
- account
- case management
- cloud software
- contact
- contact information
- contact management
- customer lifecycle management
- customer relationship management
- customer service
- sales automation
Do you want to know the intricacies of all features (100+) of Pega Customer Relationship Management? Download directly our CRM & Customer Interaction Guide™ 2024 here.
Do you want to hire an experienced Pega Customer Relationship Management specialist?
Do you want to hire a freelance Pega Customer Relationship Management developer who is a subject matter expert, and implement a professional Pega Customer Relationship Management application? Our specialists are happy to assist you. Indeed, hiring Pega Customer Relationship Management developers is not always expedient. Leave a message here and we will explore the business opportunities for you.
What is Pega Sales Automation?
In this paragraph, we describe the key elements of Pega Sales Automation, including some of its features and any related products. Pega Sales Automation can be characterized by the following functionalities:
- account
- app marketplace
- cloud software
- customer lifetime value
- lead management
- low-code
- mobile app
- process automation
- sales automation
- workflow automation
Are you curious about all the functionalities (100+) of Pega Sales Automation? Download the CRM & Customer Interaction Guide™ 2024 here.
What is Pega Customer Service?
We do not display all the features here but, in this paragraph, we report the (main) characteristics of Pega Customer Service, including some of its features and any related products. This product can be best defined by the following characteristics:
- account
- case management
- contact
- contact information
- customer service
- reporting
- workflow automation
Are you curious about all characteristics (100+) of Pega Customer Service? Then order the CRM & Customer Interaction Guide™ 2024 here.
What is Pega Customer Decision Hub?
Under this heading, we give you insight into the key behaviors of Pega Customer Decision Hub, including some of its features and any related products. Pega Customer Decision Hub can be characterized by the following functionalities:
- customer lifetime value
- customer service
- sales automation
Do you want to know the intricacies of all properties (100+) of Pega Customer Decision Hub? Download the CRM & Customer Interaction Guide™ 2024 here.
Pega Customer Relationship Management tools and the version history
Over time, Pegasystems has seen a stable development with respect to CRM & Customer Interaction functionality.
We reviewed Pegasystems’s latest updates of its complete product portfolio. Below you can see the respective version numbers of the CRM & Customer Interaction Pegasystems products:
- Pega Customer Decision Hub: 8.8 8.7 8.6 8.5 8.4 8.3
- Pega Customer Relationship Management: Pega customer relationship management 8.8 Pega customer relationship management 7.4
- Pega Customer Service: 24.1 8.8 8.7 8.1
- Pega Sales Automation: 8.8 8.7 8.6 8.2 8.1
Behind each product are the version numbers, the most recent versions are mentioned first.
What are the licensing costs of Pega Sales Automation, Pega Customer Service, and Pega Customer Decision Hub?
It is difficult to determine exactly what a license of Pega Sales Automation, Pega Customer Service, and Pega Customer Decision Hub costs because it depends on the country, the number of users (also consider the amount of CPUs for server versions), the connectors to data sources, and at what point in the year you request a quote. And before the end of a fiscal quarter of Pegasystems, you may be able to look forward to a decent discount. As part of a cloud-first strategy, it makes sense to run the software in the cloud. Often you only pay for what you consume in resources. The purchase cost of Pega Sales Automation, Pega Customer Service, and Pega Customer Decision Hub may not be the single largest expense, but maintenance and support do put a strain on your budget each year.
What makes Pegasystems CRM & Customer Interaction distinctive
In our study, we see that Pegasystems in the field of CRM & Customer Interaction software has a few specific features which emerged distinctively in our research. This makes Pega Customer Relationship Management more or less unique: call center CRM, track tasks, cloud applications, automated task, and cloud software.
The advantages and disadvantages of Pega Customer Relationship Management
Figure 14: Tag cloud of the pluses and minuses of Pegasystems CRM & Customer Interaction
In the following paragraphs, we name all the advantages and disadvantages of Pegasystems CRM & Customer Interaction, Pega Sales Automation, Pega Customer Service, and Pega Customer Decision Hub, et cetera. The listing in the following paragraphs is subject to change, because: Pegasystems can currently work to improving existing and developing functionality that closes the gaps in the product portfolio at this time (such as support for merge duplicate, data cleansing, social CRM, helpdesk, close deals, drip campaigns, bounce rates, merge templates, tracking pixel, and quote templates). In addition, documentation may lag behind current events.
Share your experience with Pegasystems CRM & Customer Interaction
Write a review about Pegasystems CRM & Customer Interaction here. Your observations may then be brought along in an even more objective assessment of the scores of Pega Customer Relationship Management.
1. Pegasystems Infrastructure
The company has an excellent performance in our current CRM & Customer Interaction survey on the subject ‘Infrastructure’, given that they score 98% on this, compared to other vendors. We looked at the following criteria, among others: authentication, soap, and on-premises. In total, we examined 56 features within this discipline. Would you like to go into more depth with the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Study 2024.
2. Pegasystems Customer Data
The company has an excellent score in our study on the section ‘Customer Data’ with a score of 89%, relative to other vendors. We used the following selection criteria: custom fields, customer information, sensitive data, and business relationships. In total, we examined 45 features within this discipline. Would you like to learn more about the topic ‘Customer Data’? Then download here our CRM & Customer Interaction Guide.
3. Pegasystems Task Management
The company has a good score in our objective CRM & Customer Interaction survey on the section ‘Task Management’. The company scores 76% on this topic, relative to other vendors. We looked at the following criteria, among others: repetitive tasks, task list, automate tasks, create tasks, track tasks, complete tasks, and assign tasks. In total, we examined 13 criteria in this category. Are you excited about the topic ‘Task Management’? Then download here our CRM & Customer Interaction Guide 2024.
4. Pegasystems Customer Relationship Management
Pegasystems has a good score in our objective CRM & Customer Interaction survey on the subject ‘Customer Relationship Management’ with a score of 74%, relative to other vendors. We considered the following factors: search, customer interactions, and b2c. In doing so, we looked at the following products: Pega Customer Relationship Management. In total, we examined 25 criteria within this section. Would you like to go into more depth with the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Guide. Or take a deep dive in the following content:
5. Pegasystems Automation Platform
The vendor Pegasystems has a good rating in our study on the section ‘Automation Platform’, given that they score 73% on this, compared to other vendors. We looked at the following criteria, among others: sales automation, process automation, business process management, and automating workflows. In total, we examined 28 features within this discipline. Are you excited about the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Guide 2024.
6. Pegasystems Reporting
Pegasystems has a good score in our objective CRM & Customer Interaction survey of the theme ‘Reporting’ with a score of 71%, relative to other vendors. We considered the following factors: CRM analytics, advanced reporting, and bounce rates. In total, we examined 11 criteria within this section. Would you like to learn more about the topic ‘Reporting’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:
7. Pegasystems Customer Service Management
Pegasystems has a good performance in our independent CRM & Customer Interaction guide on the section ‘Customer Service Management’, given that they score 70% on this, compared to other vendors. We looked at the following criteria, among others: customer service, helpdesk, and case management. In total, we examined 9 criteria in this category. Would you like to learn more about the topic ‘Customer Service Management’? Then download here our CRM & Customer Interaction Study 2024.
8. Pegasystems Sales Management
Pegasystems has a good performance in our objective CRM & Customer Interaction survey on the section ‘Sales Management’ with a score of 66%, relative to other vendors. We considered the following factors: sales pipeline, customer journeys, customer lifetime value, sales workflows, sales order management, sales cycle management, and visual sales pipeline. In total, we examined 51 criteria in this category. Would you like to go into more depth with the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:
9. Pegasystems Campaign Management
The company has a good performance in our current CRM & Customer Interaction survey on the section ‘Campaign Management’, given that they score 55% on this, relative to other vendors. We looked at the following criteria, among others: email marketing, email campaigns, drip campaigns, direct marketing, and plan campaigns. In total, we examined 25 features within this discipline. Would you like to learn more about the topic ‘Campaign Management’? Then download here our CRM & Customer Interaction Guide.
10. Pegasystems Lead Management
Pegasystems has a good score in our objective CRM & Customer Interaction survey on the subject ‘Lead Management’ with a score of 53%, relative to other vendors. We looked at the following criteria, among others: lead generation, lead conversion, and lead scoring. In total, we examined 12 criteria in this category. Are you excited about the topic ‘Lead Management’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:
11. Pegasystems Data Quality
The vendor Pegasystems has a moderate score in our 100% vendor-independent CRM & Customer Interaction study on the section ‘Data Quality’ with a score of 42%, relative to other vendors. We looked at the following criteria, among others: merge duplicate, data cleansing, and duplicate search. In total, we examined 16 criteria within this section. Would you like to go into more depth with the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Guide 2024.
Want to know more? Then order the CRM & Customer Interaction Guide™ 2024 here
In which sectors is Pegasystems CRM & Customer Interaction most active?
In our current CRM & Customer Interaction survey, we also found out which industries a vendor operates in. These are the industries where Pegasystems is frequently used: automotive, banking, governments, healthcare, hospitality, insurance, manufacturing, public sector, retail, telecom, and universities.
Pegasystems software is most used by…
The CRM & Customer Interaction software from Pegasystems is most often mentioned in combination with the following functions/roles: account managers, customer service agents, sales reps, service agents, service representatives, and support agents.
Hire a competent Pegasystems expert
Training and in-company training Pegasystems CRM & Customer Interaction
The teachers at Passionned Group give various trainings in the field of CRM & Customer Interaction but can also provide specific Pegasystems training, for example as in-company. The following software solutions are addressed: Pega Sales Automation, Pega Customer Service, and Pega Customer Decision Hub. Of course, such training is framed with the ideas of the intelligent, data-driven organization.
In conclusion: Pega Customer Relationship Management scores high
Pegasystems has a compact product portfolio with which it scores high in our CRM & Customer Interaction survey. Pegasystems CRM & Customer Interaction innovates (approximately) at an average rate of less than 5 features per year, is active (for now) in many different sectors, and has developed best in infrastructure.
About Passionned Group
Passionned Group concentrates on 100% independent CRM & Customer Interaction consulting and the implementation of CRM & Customer Interaction solutions. Our driven and passionate consultants help small and larger organizations to advance as intelligent, data-driven organizations.
