Pega CRM Solution

Pega CRM Solution

Innovative technology, proven results

3.6/5 (9 reviews)

Pega CRM Solution Overview

Pega CRM is a complete customer relationship management platform that provides live reporting and a mobile compatible platform that enables you to view reports as well as modify accounts on the go. Pega CRM Solution comes in multiple bespoke packages - that are fully scalable - allowing your Pega CRM Solution package to grow along with your enterprise.

Pega CRM Solution can identify potential sales and upselling opportunities within your client base by assessing the success rates of your customers and providing historical reports. Pega CRM Solution also helps you identify product and/or service sales trends. Pega CRM Solution also comes with online and telephone support, online demos, video tutorials, whitepapers and eBooks.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, United Kingdom, United States

Supported Languages

English

Pega CRM Solution Reviews

Overall rating
3.6/5
56% positive reviews
3
Excellent
2
Very good
2
Average
1
Poor
1
Terrible
Robel T.

PEGA review

Used Daily for 2+ years
Reviewed on 2018/08/06
Review Source: Capterra

- I enjoy using PEGA CRM, very efficient, fast, rarely crashes and allows me to give a customer a great customer service experience over the phone

Pros

- Rarely crashed and was very efficient in processing customer credit card requests. Took me only 1 day to be comfortable with software, was used to handle maintenance and changes of credit card accounts for TD Canada Trust bank.

Cons

- Certain processes for a customer couldn't be done in PEGA and another software had to be used (for example removing an overlimit block on customer credit card). Would be improved if all processes can be done through PEGA software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Enterprise Level CRM Tool by Pega systems

Used Daily for 2+ years
Reviewed on 2019/05/24
Review Source: Capterra

Pros

1. The software has customer service modules also integrated along with usual sales, marketing and CRM functionalities.
2. Multi-channel customer recognition capacities to provide complete data capture capabilities.
3. Since Pega is mainly BPM centric, a large number of clients have been able to find eligible use case an implemented Pega.

Cons

Making customization can be quite challenging technically and also later maintenance also may become cumbersome.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Myca A.

CRM and BPM for "The Rest of Us"

Used Daily for 1-5 months
Reviewed on 2018/02/08
Review Source: SoftwareAdvice

Overall, Pega is an ideal solution for organizations with complex needs and deep data sets that need to stay in touch with their constituents or customers. The beauty of Pega is the flexibility of the platform. I'm happy to say we have ZERO custom code and even though we're not quite live, we have already gone through an upgrade with ZERO problems with compatibility.

Pros

For a mid-sized nonprofit, Pega is a lifesaver. Sure, Microsoft Dynamics and SalesForce Cloud provide key CRM functionality at a reasonable price -- but both require significant and ongoing investments in consulting time, something that is tough for nonprofits to budget for. With Pega CRM, we are able to gain an enterprise-scale CRM solution PLUS a business process automation tool that can (eventually) be administered internally.

Cons

Our implementation partner, Serendebyte, was not ideal. We had multiple challenges with attempting to get them to complete the agreed-upon scope. Word to the wise, no matter what the sales team says, take the time to bring your implementation team onsite before you agree to use them. Don't even trust a phone call! We didn't get the same team we talked to in the partner interview, and it showed.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Give this one a pass

Used Weekly for 1+ year
Reviewed on 2018/04/27
Review Source: Capterra

Pros

There are deep cases where a product like Pega would thrive. However, increasingly these feel like edge cases as the market is very mature now.

Works very well with legacy data and can be fairly easily customized for a specific client interaction type.

Cons

It is easily the hardest application to work with that I have ever supported. Pega itself provides little insight into changes and things like secure connections to email servers. Everything is an extra cost, every feature requires custom development. It was pitched as a turnkey solution but has been anything but

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

2.0/10
Jaleel B.

Very Robust application with many open issues

Reviewed on 2016/10/06
Review Source: Capterra

I see many issues when it comes to the performance and UI of the applicaiton and the features what PEGA is providing is amazing.

Pros

Features

Cons

Performance

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10

Pega CRM Solution Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Contact the Pega CRM Solution sales team for more information.

Pega CRM Solution Features


  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Contact Database
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Pega CRM Solution

Key features of Pega CRM Solution

  • Call centre integration
  • Campaign tracking/management
  • Client on-boarding
  • Cross/Up-selling
  • Customer acquisition
  • Customer relationship management
  • Customer retention
  • Customer service
  • Fraud detection
  • Lead generation
  • Live reports
  • Mobile friendly
  • Multi-channel access
  • Online support
  • Real-time analytics
  • Sales automation
  • Service differentiation
  • Video demo
  • Web based
  • eBooks

Benefits

  • Web based and mobile friendly - Pega CRM Solution comes with hosting included and is completely web based, meaning you do not need to download any software. The CRM software application is fully optimized for mobile devices making it ideal for modifying data and viewing reports on the go.

  • Support and guidance - Pega CRM comes with online and telephone support inclusive with your chosen package. Each payment plan is fully scalable and Pega CRM offer an array of demos, tutorials, customer success stories and videos to assist you from the initial inception to ongoing enquiries.

  • Cross-selling and up-selling - Pega CRM gives you the ability to identify the success of your customers so you can focus on particular sales and marketing strategies to upsell particular segments or revive quieter accounts. Pega CRM lets you pull up complete reports and customer management data so you can evaluate over extended periods of time.

  • Campaign tracking and customer relationship management - Pega CRM gives you complete control over monitoring the entire success of your strategies by providing real-time sales and success data. This data can be fed into graphs so you can more easily assess success.

  • Pega CRM Solution FAQs

    Below are some frequently asked questions for Pega CRM Solution.

    Q. What type of pricing plans does Pega CRM Solution offer?

    Pega CRM Solution offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Contact the Pega CRM Solution sales team for more information.

    Q. What are the main features of Pega CRM Solution?

    Pega CRM Solution offers the following features:

    • Call centre integration
    • Campaign tracking/management
    • Client on-boarding
    • Cross/Up-selling
    • Customer acquisition
    • Customer relationship management
    • Customer retention
    • Customer service
    • Fraud detection
    • Lead generation
    • Live reports
    • Mobile friendly
    • Multi-channel access
    • Online support
    • Real-time analytics
    • Sales automation
    • Service differentiation
    • Video demo
    • Web based
    • eBooks

    Q. Who are the typical users of Pega CRM Solution?

    Pega CRM Solution has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Pega CRM Solution support?

    Pega CRM Solution supports the following languages:

    English

    Q. What type of pricing plans does Pega CRM Solution offer?

    Pega CRM Solution has the following pricing plans:

    Subscription

    Q. Does Pega CRM Solution support mobile devices?

    We do not have any information about what devices Pega CRM Solution supports

    Q. What other apps does Pega CRM Solution integrate with?

    Pega CRM Solution integrates with the following applications:

    Conversocial

    Q. What level of support does Pega CRM Solution offer?

    Pega CRM Solution offers the following support options:

    Online Support, Phone Support, Video Tutorials