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Pega Robotic Process Automation vs Salesforce Sales Cloud comparison

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Comparison Buyer's Guide

Executive Summary

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

ROI

Sentiment score
8.1
Automate boosts efficiency and reduces costs with easy deployment, allowing quick returns without extra IT staff.
Sentiment score
6.3
Pega Robotic Process Automation improves efficiency and profitability by reducing costs, errors, and cycle times while boosting transaction efficiency.
Sentiment score
6.7
Salesforce Sales Cloud boosts data visibility, efficiency, team collaboration, and productivity, enhancing nonprofits' fundraising and grant competitiveness.
Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money.
It has reduced our expenditures in terms of purchasing more products and employing more technicians.
I've seen a good return on investment with Automate, as it streamlines processes and improves my productivity.
Salesforce Sales Cloud is a fantastic tool but requires disciplined data entry by sales personnel and operations teams to maintain data quality.
We are not just implementing Salesforce Sales Cloud; we need to understand what the customer wants to achieve in 5 to 10 years.
 

Customer Service

Sentiment score
7.4
Automate's customer service is praised for prompt, effective support, despite occasional language barriers and a challenging knowledge base.
Sentiment score
6.0
Pega RPA support is generally effective and timely, though complex issues can require more time and clarity.
Sentiment score
7.0
Salesforce Sales Cloud's support is efficient and helpful when paid, but free support is slow and basic.
They don't always understand the processes I'm trying to implement.
I would rate the technical support as a nine out of ten because it is quite fast and courteous.
They are very responsive and have been able to resolve any issues I have encountered.
On-premise support is generally not as effective as the cloud support that Pega currently provides.
Support requires a subscription and when taken, the service is pretty nice.
 

Scalability Issues

Sentiment score
7.2
Automate is scalable, enabling easy expansion with flexibility and load balancing, though some concerns about complexity and cost exist.
Sentiment score
6.8
Pega RPA's scalability varies by environment and user knowledge, with cloud deployment easier than on-premise setups.
Sentiment score
7.7
Salesforce Sales Cloud is scalable and adaptable across organizations but faces challenges with performance and licensing impact on scalability.
It is easy to increase one bot or one studio without needing to buy another orchestrator, which can be quite expensive.
Automate is stable for my needs and is highly scalable, allowing the same workflow to serve numerous tasks effectively.
Salesforce is highly scalable and operates efficiently.
Salesforce Sales Cloud is totally cloud native, requiring no additional effort for scalability.
 

Stability Issues

Sentiment score
6.9
Automate v.11 is mostly stable and reliable, but resource-intensive, with occasional errors and crashes depending on task type.
Sentiment score
7.6
Pega RPA is stable, reliable, and highly rated, praised for seamless performance and flexible automation capabilities.
Sentiment score
8.1
Salesforce Sales Cloud is stable and reliable, with high ratings, minor issues from configuration, and occasional performance slowdowns with large datasets.
It has very robust features, and it is not prone to instability.
The stability of Fortra's Automate is excellent.
The stability is good and consistent, with no fluctuations in functioning.
Salesforce Sales Cloud is very stable.
I have not experienced any degradation in Salesforce's performance.
 

Room For Improvement

Intelligent automation faces issues with usability, integration, and support, needing improvements in user interface, customization, and community engagement.
Pega Robotic Process Automation requires enhanced integration, OCR, UI improvements, streamlined deployment, and better global cloud support.
Salesforce Sales Cloud is complex and expensive, with user interface, integration, scalability, and customization challenges impacting usability.
This is a significant concern, especially with critical workloads where visibility into errors is essential.
I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial.
Integration with Amazon S3 is somewhat lacking.
Compared to AWS, it is slower, which could be a hindrance.
With today's generative AI capabilities like ChatGPT, it should be possible to directly communicate with the software rather than navigating through the entire system manually.
 

Setup Cost

Automate offers flexible and cost-effective pricing, allowing multiple processes per bot, making it competitive against UiPath and Blue Prism.
Pega's RPA pricing targets enterprises with integrated, costly packages, offering flexible models and competitive integration advantages.
Salesforce Sales Cloud is costly but valued for ROI, with pricing varying by edition and negotiable for discounts.
Competitors are often more expensive than Automate.
It offered what we wanted at a good, competitive price.
It does a lot but also costs a lot.
Without negotiation, costs can become expensive.
This happened for the first time because of the new CEO, Arundhati, who revolutionized pricing strategies, allowing discounts of 60-70% for Salesforce Sales Cloud in India.
I would rate the price for Salesforce Sales Cloud as a three, where one is a high price.
 

Valuable Features

Automate offers user-friendly automation with seamless integration, intuitive features, and cost-effective scalability, enhancing productivity and efficiency.
Pega RPA excels in case management, offering low-code development, CRM integration, and centralized monitoring for efficient automation and scalability.
Salesforce Sales Cloud enhances sales efficiency with customization, integration, automation, and analytics, appealing to organizations seeking seamless processes.
Automate's non-reliance on additional orchestrators makes it quite cost-effective.
In my opinion, the best feature Automate offers is the scheduling.
I find the ease of use from a programming perspective very valuable.
Its easy-to-navigate interface aids in delivering clear vision and organization, especially for sales and business management.
The Einstein Analytics and the inbuilt reporting are very useful for keeping track of pipeline movement.
The biggest benefit of the Salesforce Sales Cloud is a centralized point, a centralized source of truth for customer-related information; you centralize all the information in a single database, and that's the biggest benefit.
 

Categories and Ranking

Automate
Sponsored
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
29
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Pega Robotic Process Automa...
Average Rating
7.4
Reviews Sentiment
6.6
Number of Reviews
24
Ranking in other categories
Robotic Process Automation (RPA) (20th)
Salesforce Sales Cloud
Average Rating
8.4
Reviews Sentiment
6.9
Number of Reviews
117
Ranking in other categories
CRM (2nd), Opportunity Management (1st), Sales Force Automation (2nd), Conversation Intelligence Software (3rd)
 

Mindshare comparison

Robotic Process Automation (RPA) Market Share Distribution
ProductMarket Share (%)
Pega Robotic Process Automation3.4%
UiPath Platform18.7%
Microsoft Power Automate17.3%
Other60.6%
Robotic Process Automation (RPA)
CRM Market Share Distribution
ProductMarket Share (%)
Salesforce Sales Cloud3.7%
Microsoft Dynamics CRM4.5%
SAP CRM4.1%
Other87.7%
CRM
 

Featured Reviews

Ibukun Shweta - PeerSpot reviewer
Automation optimizes scheduling, but improvements needed in error reporting and script execution
In my particular use case, for session management, it would be better if I could get a more granular view into connectivity issues to servers. Sometimes, although your flows or tasks are running as scheduled, connecting to the servers can hit a snag without alerts or error logs to check. Some servers might need patching or could be affected by network issues or latency. The workflow sometimes gets stuck without clarity on the errors. An explicit error report would be helpful, especially when the connection fails unexpectedly. It's complex to analyze problems that might arise from firewall issues or other anomalies that could hinder the flow from executing as expected. The depth of these connection challenges would benefit from better debugging capabilities. As for improvements, if Automate wasn't designed primarily for script execution, that's understandable. However, for Linux, I would prefer to see less complexity in workflows to achieve a natural completion of scripts. There are features, such as 'wait for terminal output,' that should more intuitively detect completion based on the shell prompt. Improving those aspects would make Automate more efficient for my needs. Regarding error reporting, I think Automate should offer better error reporting when connecting to servers. Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully. This is a significant concern, especially with critical workloads where visibility into errors is essential.
reviewer4848291 - PeerSpot reviewer
Pega Robotic Process Automation (RPA) automates repetitive, rule-based tasks across systems without human intervention. Struggling with flexibility but integrates easily for small-scale automation tas
1. Enhanced Cross-Platform Support Currently optimized for Windows-based applications. Needs better support for web, cloud-native, and non-Windows environments (e.g., Linux, macOS). 2. Simplified Development Experience Pega Robot Studio has a steep learning curve, especially for non-developers. Could benefit from a more intuitive, drag-and-drop interface and prebuilt automation templates. 3. Stronger AI/ML Integration Bots rely heavily on rule-based logic. Native integration with AI/ML models (e.g., for document understanding, sentiment analysis) could make bots smarter and more adaptive. 4. Improved Debugging & Testing Tools Debugging complex automations can be time-consuming. Needs better simulation, logging, and error tracing tools for faster troubleshooting. 5. More Scalable Bot Orchestration While Pega Robot Manager is powerful, managing large bot fleets can become complex. Could improve auto-scaling, load balancing, and dynamic resource allocation. 6. Broader Integration Ecosystem Limited out-of-the-box connectors compared to competitors like UiPath. Expanding the integration library (e.g., for SaaS apps, APIs, databases) would reduce custom development. 7. Licensing Flexibility Licensing can be cost-prohibitive for smaller teams or departments. More modular or usage-based pricing could improve adoption.
Kamal Deep - PeerSpot reviewer
Experience exceptional project enhancements and seamless automation integration
Salesforce Sales Cloud itself is a wonderful solution, and there are two different versions: Lightning and classic. The Lightning version is a new generation version compatible with any mobile device, whether it's a phone, iPad, or any size of screen. The reporting and analytics functionalities, especially with the Einstein feature, are wonderful because it allows for analysis of data regarding your opportunity pipeline, giving insight into how long it will take to close deals. This gives a great understanding of running different levels of campaigns and defining smart workflows, where if one task is done, the other task can automatically get created and assigned to different team members. This flexibility is a key benefit of Salesforce Sales Cloud. Lead management is a great feature in Salesforce Sales Cloud because if you go for enterprise and above licenses, you can define different record types. For example, if one company is into two different businesses such as real estate and car reselling, both being opposite, this can be defined in Salesforce Sales Cloud, allowing for different workflows, fields, and mechanisms that do not affect each other's operations. The predictive insight feature known as forecasting is a very old feature of Salesforce Sales Cloud, giving predictions based on your pipeline and previous opportunity closings. The new Einstein analytics feature is more advanced and is enabled with AI, providing better forecasting based on your current pipeline. Salesforce Sales Cloud is working smartly with AI to help close more deals based on opportunity stages, trends, and industries, advising on the steps to take next. Lead generation is the most important thing because every sale starts from the lead. At the lead level, different stages and resources can be defined. You can capture leads from various resources, with Salesforce Sales Cloud offering a web-to-lead feature and integrations with LinkedIn to fetch data. Once a lead is qualified and converted into opportunities, there are stages with percentages, and workflows can help in easily closing deals.
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
10%
Manufacturing Company
9%
Performing Arts
6%
Financial Services Firm
26%
Computer Software Company
15%
Manufacturing Company
10%
Government
5%
Computer Software Company
11%
Financial Services Firm
9%
Manufacturing Company
9%
University
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise7
Large Enterprise4
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise4
Large Enterprise16
By reviewers
Company SizeCount
Small Business54
Midsize Enterprise26
Large Enterprise40
 

Questions from the Community

What do you like most about HelpSystems AutoMate?
We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.
What is your primary use case for HelpSystems AutoMate?
The main purpose is for automation. That has been the purpose why I have been using it so far.
What is your experience regarding pricing and costs for Fortra Automate?
Regarding pricing, it is very friendly. I would not say that it is really cheap or very expensive, but it fits within...
What do you like most about Pega Robotic Process Automation?
The solution's automation handling capability has positively impacted the overall automation process in my experience.
What is your experience regarding pricing and costs for Pega Robotic Process Automation?
I would rate the pricing a six out of ten, with ten being expensive.
What needs improvement with Pega Robotic Process Automation?
1. Enhanced Cross-Platform Support Currently optimized for Windows-based applications. Needs better support for web, ...
What do you like most about Salesforce Sales Cloud?
The features of Sales Cloud most useful for testing and running email campaigns are highly valuable.
What needs improvement with Salesforce Sales Cloud?
From a customer perspective, it's a very stable system, and people are used to its functionalities, good and bad. Imp...
What is your primary use case for Salesforce Sales Cloud?
For managing two different things, I'm managing some sales pipeline, the pipeline of sales of some products, and also...
 

Also Known As

HelpSystems Automate, Automate
Pega RPA, OpenSpan
Sales Cloud, SFDC, Salesforce
 

Overview

 

Sample Customers

Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories
eBay Enterprise, M&I Bank
Coca-Cola Enterprises, Kuoni Global Travel Services, Financial Times, Just Eat, Jobsite, H.R. Owen, PlayerLayer, O2, DMGT, Philips, Xtreme.ie, Business Stream, Remote Asset Management, Dialogue Group
Find out what your peers are saying about UiPath, Automation Anywhere, Microsoft and others in Robotic Process Automation (RPA). Updated: August 2025.
867,349 professionals have used our research since 2012.