

Pega Platform and Salesforce Platform are competitors in the enterprise software space, specifically in workflow automation and customer relationship management. Pega stands out in business process management thanks to its robust automation capabilities, making it suitable for enterprises requiring frequent process changes and quick prototyping. Meanwhile, Salesforce excels in customer relationship management, leveraging highly customizable CRM and a strong partner ecosystem, making it a top choice for businesses focused on sales automation and customer interactions.
Features: Pega Platform offers adaptability, rapid deployment with low-code development, and comprehensive case management. It also supports integration services alongside robust automation capabilities to streamline complex processes. Salesforce Platform is noted for its customizable CRM capabilities, vast partner ecosystem, and seamless integration options, ensuring effective sales automation and extensive customer relationship management.
Room for Improvement: Pega Platform users report challenges with complex setup and a steep learning curve, particularly for new users or those requiring widespread integration. Pricing and licensing models also require improvement for granular options to meet diverse organizational needs. Salesforce Platform needs enhancements in ease of use and customization limits, as well as more responsive customer support. Price sensitivity is an ongoing concern, reflecting its premium position in the market.
Ease of Deployment and Customer Service: Pega Platform provides hybrid deployment models, accommodating complex infrastructure needs with options for on-premises and cloud configurations. Customer service experiences vary, with some users noting delays in response times. Salesforce, however, is cloud-first, with broad access across public and private clouds. Its support is praised for flexibility, although small businesses may find the ticketing system less intuitive without dedicated resources.
Pricing and ROI: Pega Platform is considered expensive due to its complex licensing model, which may discourage smaller enterprises despite significant ROI from enhanced process efficiencies. It is best suited for large institutions that utilize its advanced features. Salesforce Platform also commands a high price but justifies this with its extensive CRM functionality and scalability. It offers tailored licenses, but customers need to negotiate value effectively. Both platforms provide solid ROI, though careful cost and licensing evaluations are crucial.
Salesforce saved about 40% to 50% of my time by allowing me to manage and maintain client data and account progress.
The technical support from Pega is very low, rating a one or two out of ten.
I never needed support from the platform standpoint, but if additional features are required, we have regular meetings with the product team for feedback.
Pega's technical support team is very helpful.
Currently, big banking providers and insurance providers, even the members for healthcare payers, are using more than millions of operations on a daily or weekly basis.
We are using it globally in thirty countries.
Salesforce's scalability was not a problem.
Salesforce Platform is absolutely scalable for us.
On occasion, we had to log in and out frequently, open tickets with our IT team for account reconfiguration, or request permissions to access the system.
We have never had any problems with it.
Sometimes the system is stuck when many users are using it.
With the recent development of AI agents in Pega Platform 24.2, the adoption is not heavy due to regulations around using external LLM by customers, especially regulated customers in BFSS and healthcare.
Pega introduced Constellation, which allows a user to build a more engaging visual experience.
My learning curve in robotics has been challenging.
Salesforce could improve by adding more capabilities to the dashboard, such as additional fields for more filters and more control over what I would like to see.
The UI is not very intuitive or innovative.
AI should pick up and send us a reminder from the notes.
Pega is priced higher than open-source options like Flowable but is suitable for large-scale industries like banking and insurance.
The pricing is expensive, and this is an issue.
From a licensing perspective, it is higher than the competition.
It might be expensive compared to other platforms like HubSpot.
Management capabilities such as dashboards.
Pega Platform is excellent for enterprise-level solutions with integrations to entire systems, including case management, service orchestration, CRM, decision-making capabilities, digital process automation, and AI-driven functionalities.
This integration allows us to manage customers from all aspects in one place, providing a clear view.
Salesforce Platform offers a complete combination of features, including dashboards and progress tracking.
Their reporting is also great, and the integration capability is very critical because you can integrate multiple different platforms into Salesforce.
| Product | Market Share (%) |
|---|---|
| Salesforce Platform | 5.7% |
| Pega Platform | 6.8% |
| Other | 87.5% |


| Company Size | Count |
|---|---|
| Small Business | 9 |
| Midsize Enterprise | 15 |
| Large Enterprise | 68 |
| Company Size | Count |
|---|---|
| Small Business | 38 |
| Midsize Enterprise | 26 |
| Large Enterprise | 38 |
Pega Platform provides flexible business process management with a focus on rapid application development and automation through a low-code approach, enhancing efficiency across sectors.
Pega Platform is renowned for its ability to streamline operations with robust automation features, including robotic process automation and decision-making capabilities. Its intuitive interface and workflow management contribute to a reputation for enhancing business processes. Although users face challenges with integration limitations and high licensing costs, they benefit from rapid deployment and efficient process adaptations. The unified architecture reduces complexity, while case management and integration services support digital transformations in sectors such as banking, insurance, and healthcare.
What are the key features of Pega Platform?In industries like insurance, banking, healthcare, and government, Pega Platform is implemented to automate diverse workflows, supporting initiatives from claims processing to customer onboarding. Enterprises use Pega for case management and digital transformations, valuing its out-of-the-box integrations and real-time reporting capabilities to boost operational automation and enhance customer experiences.
Salesforce Platform is a tool that provides application building with open application programming interfaces (APIs), integration tools, back-end services, starter templates, and developer environments. With a low-code interface, users are able to build applications and benefit from automated processes. The product helps customers to increase work productivity and save on IT costs through efficient, easy-to-understand, methods for creating applications.
Salesforce Platform allows companies to build and operate intelligent applications at scale and share them with employees and customers in real time. The tool secures companies' data while connecting and synchronizing it simultaneously across their Customer 360 accounts. The main components of the product are:
Salesforce Platform Features
Also referred to as a “drag and drop app builder," this solution offers various features for customers to create intelligent applications and build personalized services for clients, partners, and employees within the apps.
Salesforce Platform Benefits
The benefits of using Salesforce Platform include:
Reviews from Real Users
A vice president at a healthcare company values Salesforce Platform because it is flexible and user-friendly with helpful pre-built schemas.
Peter G., a senior technical consultant at a tech services company, rates Salesforce Platform highly because it is intuitive, quite easy to learn, and stores all kinds of relevant sales information.
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