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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
7.0
Fortra's Automate significantly reduces costs and enhances efficiency, offering ROI in 90-120 days, saving millions for organizations.
Sentiment score
5.4
Pega Robotic Process Automation improves efficiency and profitability by reducing costs, errors, and cycle times while boosting transaction efficiency.
Sentiment score
6.5
Salesforce Sales Cloud enhances sales efficiency and data management, offering cost-effective solutions for non-profits with productivity benefits.
Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money.
Chief Technology Officer at DOB Systems LLC
It has reduced our expenditures in terms of purchasing more products and employing more technicians.
System Administrator
On a scale from one to ten, I would rate the ROI as nine.
Project Manager - DevOps Engineer at ACC
Salesforce Sales Cloud is a fantastic tool but requires disciplined data entry by sales personnel and operations teams to maintain data quality.
Chief Digital Officer at Cipher7
We are not just implementing Salesforce Sales Cloud; we need to understand what the customer wants to achieve in 5 to 10 years.
Founder and Salesforce Consultant at SaaSnic
 

Customer Service

Sentiment score
7.5
Fortra's Automate support is praised for promptness, knowledge, and helpfulness, despite some communication and access issues.
Sentiment score
6.0
Pega RPA support is generally effective and timely, though complex issues can require more time and clarity.
Sentiment score
6.9
Salesforce Sales Cloud offers efficient support, with faster responses for premium users, while community resources enhance regular support experiences.
They don't always understand the processes I'm trying to implement.
Senior Data Analyst at a financial services firm with 1-10 employees
They handle customers like me to get to the exact issue, detailing where that issue originates from a technical point of view, the resolution, and the summary they provided.
Software Engineer at Cateina Technologies
I would rate the technical support as a nine out of ten because it is quite fast and courteous.
Account Director at a tech services company with 11-50 employees
On-premise support is generally not as effective as the cloud support that Pega currently provides.
Global Head of Digital, Process Automation at a computer software company with 51-200 employees
The speed and quality of response could be improved.
Regional Director at a tech vendor with 10,001+ employees
I wouldn't say you go to Salesforce Sales Cloud for their customer support unless you purchase one of their premier plans, which is additional money.
VP of Business Operations at PeerSpot
Support requires a subscription and when taken, the service is pretty nice.
Chief Digital Officer at Cipher7
 

Scalability Issues

Sentiment score
7.2
Fortra's Automate is scalable for organizations, supports cloud/on-premises, but can be costly and complex in enterprise settings.
Sentiment score
6.6
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 offers strong scalability, accommodating growth and varied business sizes, though some users face reporting and data challenges.
The scalability of Automate also scores a ten out of ten.
IT Project Manager at Labo des histoires
I can deploy it on multiple infrastructures such as cloud, on-premises, or in a hybrid model.
Software Engineer at Cateina Technologies
It is easy to increase one bot or one studio without needing to buy another orchestrator, which can be quite expensive.
Account Director at a tech services company with 11-50 employees
There are limitations in scaling as RPA is not a scalable solution.
Regional Director at a tech vendor with 10,001+ employees
Salesforce is highly scalable and operates efficiently.
AWS Cloud Engineer at Accenture
Salesforce Sales Cloud is totally cloud native, requiring no additional effort for scalability.
Chief Digital Officer at Cipher7
Salesforce Sales Cloud's scalability is impressive as it grows easily with my organization's needs.
VP of Business Operations at PeerSpot
 

Stability Issues

Sentiment score
7.2
Fortra's Automate is highly stable, highly rated for reliability, with occasional slowdowns attributed to external factors, not the software.
Sentiment score
7.4
Pega RPA is stable, reliable, and highly rated, praised for seamless performance and flexible automation capabilities.
Sentiment score
8.1
Salesforce Sales Cloud is praised for its reliability, minimal downtime, high performance, and effective issue resolution, ensuring stability.
The stability of the solution is a ten out of ten.
IT Project Manager at Labo des histoires
For stability on a scale from one to ten, I would give it a solid nine.
Cloud Engineer - ll at a tech vendor with 11-50 employees
It has very robust features, and it is not prone to instability.
Account Director at a tech services company with 11-50 employees
On a scale from one to ten, stability would rate at three.
Regional Director at a tech vendor with 10,001+ employees
Salesforce Sales Cloud is very stable.
Chief Digital Officer at Cipher7
I have not experienced any degradation in Salesforce's performance.
AWS Cloud Engineer at Accenture
 

Room For Improvement

Fortra's Automate requires improvements in web automation, interface design, OCR, logging, database integration, and support documentation.
Pega Robotic Process Automation requires enhanced integration, OCR, UI improvements, streamlined deployment, and better global cloud support.
Salesforce Sales Cloud struggles with integration, high costs, and usability; users desire better mobile, reporting, and AI features.
This is a significant concern, especially with critical workloads where visibility into errors is essential.
DevOps Engineer at Teksphere Global Services Limited
My major recommendation would be for easier upgrade paths between major versions.
Project Manager - DevOps Engineer at ACC
When new employees join our company, we created automation so they receive AWS credentials and all their AWS access and cloud access.
Cloud Engineer - ll at a tech vendor with 11-50 employees
Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially with Pega really stops customers from proceeding.
Regional Director at a tech vendor with 10,001+ employees
If you're looking at other tools out there, for example SalesLoft or HubSpot, it's much easier to build those workflows and do automation.
VP of Business Operations at PeerSpot
Compared to AWS, it is slower, which could be a hindrance.
AWS Cloud Engineer at Accenture
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.
Chief Digital Officer at Cipher7
 

Setup Cost

Fortra's Automate provides flexible, cost-effective pricing, offering competitive rates and discounts for large enterprises compared to alternatives.
Pega's RPA pricing targets enterprises with integrated, costly packages, offering flexible models and competitive integration advantages.
Salesforce Sales Cloud is costly, but negotiating can secure discounts; value justifies pricing, challenging affordability for smaller businesses.
Competitors are often more expensive than Automate.
Account Director at a tech services company with 11-50 employees
It offered what we wanted at a good, competitive price.
Senior Data Analyst at a financial services firm with 1-10 employees
It does a lot but also costs a lot.
Chief Technology Officer at DOB Systems LLC
Without negotiation, costs can become expensive.
Chief Digital Officer at Cipher7
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.
Founder and Salesforce Consultant at SaaSnic
Salesforce Sales Cloud is extremely expensive.
VP of Business Operations at PeerSpot
 

Valuable Features

Fortra's Automate offers intuitive automation with drag-and-drop ease, integration versatility, and error reduction, enhancing operational 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 productivity with customizability, automation, integration, data analytics, and efficient communication for optimal sales management.
Automate's non-reliance on additional orchestrators makes it quite cost-effective.
Account Director at a tech services company with 11-50 employees
In my opinion, the best feature Automate offers is the scheduling.
DevOps Engineer at Teksphere Global Services Limited
Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows.
IT Project Manager at Labo des histoires
The number of human steps that have been eliminated is significant, and we try to maximize straight-through processing.
Regional Director at a tech vendor with 10,001+ employees
Its easy-to-navigate interface aids in delivering clear vision and organization, especially for sales and business management.
AWS Cloud Engineer at Accenture
Being able to pull reports in Salesforce Sales Cloud based on any of the fields that we have there and then building logic on those fields saves me time and also gives me visibility into what's going on with my teams across multiple departments, which is very helpful for us.
VP of Business Operations at PeerSpot
The Einstein Analytics and the inbuilt reporting are very useful for keeping track of pipeline movement.
Chief Digital Officer at Cipher7
 

Categories and Ranking

Fortra's Automate
Sponsored
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
36
Ranking in other categories
Robotic Process Automation (RPA) (4th), Business Orchestration and Automation Technologies (5th)
Pega Robotic Process Automa...
Average Rating
7.4
Reviews Sentiment
6.5
Number of Reviews
25
Ranking in other categories
Robotic Process Automation (RPA) (19th)
Salesforce Sales Cloud
Average Rating
8.4
Reviews Sentiment
6.9
Number of Reviews
118
Ranking in other categories
CRM (1st), Opportunity Management (1st), Sales Force Automation (1st), Conversation Intelligence Software (2nd)
 

Mindshare comparison

Robotic Process Automation (RPA) Market Share Distribution
ProductMarket Share (%)
Pega Robotic Process Automation3.0%
Microsoft Power Automate13.0%
UiPath Platform12.9%
Other71.1%
Robotic Process Automation (RPA)
CRM Market Share Distribution
ProductMarket Share (%)
Salesforce Sales Cloud2.1%
Microsoft Dynamics CRM2.5%
SAP CRM2.2%
Other93.2%
CRM
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
IT Project Manager at Labo des histoires
Automate has streamlined workflows and increased efficiency with powerful automation
The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.
reviewer1458102 - PeerSpot reviewer
Regional Director at a tech vendor with 10,001+ employees
Has raised concerns due to outdated framework and high ownership costs
Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially with Pega really stops customers from proceeding. The total cost of ownership could be improved. From a technical perspective, the product performs adequately. The installation can be quite complex as it's not standalone, and customers need to get the whole Pega platform up and running. The total cost of ownership is not very attractive. RPA as a concept is outdated now, with agentic AI becoming more prominent. We don't see much interest from customers in going down the RPA route; Pega Robotic Process Automation is losing its prominence in the market.
Jonny Katz - PeerSpot reviewer
VP of Business Operations at PeerSpot
Uses data-driven insights to improve workflows and highlights a need for simpler automation tools
Salesforce Sales Cloud can be improved in several areas. First, the UI is an area for enhancement. Even though they've launched Lightning, it's clunky at times with page load speeds. It also needs to be made extremely more user-friendly. For new people using Salesforce Sales Cloud, there is a steep learning curve. Additionally, giving non-admins the ability to make changes on the fly is something that I feel is necessary. Currently with Salesforce Sales Cloud, you need to have a consultant. It's hard to build the flows or workflows. Making it easier for that end-user who's not so technically minded to help themselves is essential. I choose seven out of ten because I think you need a consultant or a consulting company to help you build it out. Certain changes should be made much easier and more user-friendly where an admin can do it. The automation processes need to be much simpler. If you're looking at other tools out there, for example SalesLoft or HubSpot, it's much easier to build those workflows and do automation.
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
8%
Performing Arts
6%
Financial Services Firm
20%
Computer Software Company
15%
Manufacturing Company
12%
Outsourcing Company
6%
Manufacturing Company
11%
Computer Software Company
11%
Financial Services Firm
9%
Performing Arts
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business25
Midsize Enterprise10
Large Enterprise9
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise4
Large Enterprise17
By reviewers
Company SizeCount
Small Business55
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?
I have used it mainly for internal process automation, including file transfer, data extraction, and scheduling jobs.
What is your experience regarding pricing and costs for Fortra Automate?
Regarding the pricing of Fortra's Automate, I think it is neither expensive nor inexpensive. From what I have seen, i...
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?
Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially ...
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?
Salesforce Sales Cloud can be improved in several areas. First, the UI is an area for enhancement. Even though they'v...
What is your primary use case for Salesforce Sales Cloud?
Salesforce Sales Cloud serves as our primary tool for our sales team and reviews team to document and keep all our in...
 

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: December 2025.
879,477 professionals have used our research since 2012.