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Pegasystems Inc.

Pega Sales Automation

Composite Score

7.7 /10

CX Score

7.9 /10

9 Reviews Write a Review

What is Pega Sales Automation?

Pega Sales Automation optimizes the efficiency and effectiveness of your entire sales organization at every stage in the sales lifecycle. Pega Sales Automation offers Artificial Intelligence based guidance, process automation from lead to fulfillment, and gives business users the flexibility to adapt your sales process.

Company Details

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Pega Sales Automation Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

89 Likeliness to Recommend

89 Plan to Renew

88 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+98 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Pega Sales Automation?

0% Negative

0% Neutral

100% Positive

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Feature Ratings

Average 90

Sales Management

Quote Contract and Proposal

Account and Contact Management

Collaboration

Marketing Management

Lead Management

Activity and Workflow Management

Mobile

Analytics and Reporting

Telephony and Call Center Management

Customer Service Management

Vendor Capability Ratings

Average 87

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Ease of Implementation

Quality of Features

Business Value Created

Usability and Intuitiveness

Ease of Data Integration

Ease of Customization

Breadth of Features

Pega Sales Automation Reviews

Rissa M.

Role: Finance
Industry: Banking
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Feb 2021

Reliable service and support!

Likeliness to Recommend

8 /10

What differentiates Pega Sales Automation from other similar products?

Really helpful how it offers next stop options once a lead us captured

What is your favorite aspect of this product?

The reliability of the product and the servers behind it. Rarely ever have tech issues

What do you dislike most about this product?

I have nothing that bothers me

What recommendations would you give to someone considering this product?

Make sure your team understands that AI system doesn't mean that they don't have to work hard!! Had some folks who thought it was almost yo do their job for them

Pros

Reliable
Performance Enhancing
Trustworthy
Efficient Service

Latest Research

Pega Sales Automation

What is Pega Sales Automation?

Company Details

Need Assistance?

Pega Sales Automation Ratings

89 Likeliness to Recommend

89 Plan to Renew

88 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+98 Net Emotional Footprint

How much do users love Pega Sales Automation?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Activity and Workflow Management Text or code-based and visual workflow designers.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Pega Sales Automation Reviews

Rissa M.

Reliable service and support!

Likeliness to Recommend

Pros

Title

Feature Ratings

Sales Management

Quote Contract and Proposal

Account and Contact Management

Collaboration

Marketing Management

Lead Management

Activity and Workflow Management

Mobile

Analytics and Reporting

Telephony and Call Center Management

Customer Service Management

Vendor Capability Ratings

Product Strategy and Rate of Improvement

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Ease of Implementation

Quality of Features

Business Value Created

Usability and Intuitiveness

Ease of Data Integration

Ease of Customization

Breadth of Features