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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 delivers quick ROI by enhancing efficiency, reducing labor costs, and transforming IT operations into a profit center.
Sentiment score
7.6
Pega Robotic Process Automation delivers an ROI of 2 FTE benefits per robot and boosts profits by 7.5% for clients.
Sentiment score
7.2
Salesforce Sales Cloud enhances productivity, efficiency, and management, improving visibility, decision-making, and fundraising for non-profits.
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.
 

Customer Service

Sentiment score
7.4
Most users appreciate Automate's responsive, knowledgeable support, despite some issues like navigation difficulties and occasional language barriers.
Sentiment score
6.5
Pega RPA improved with knowledgeable support and global availability, though complex issues may require longer resolution times.
Sentiment score
7.1
Salesforce Sales Cloud offers varying support quality based on subscription level, with faster responses for premium users and valuable community resources.
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.
Support requires a subscription and when taken, the service is pretty nice.
 

Scalability Issues

Sentiment score
7.0
Automate is praised for its scalability and flexibility, supporting easy expansion despite some cost and performance challenges.
Sentiment score
6.8
Pega RPA is scalable and adaptable, though experiences vary; cloud solutions ease expansion, and integration enhances flexibility.
Sentiment score
7.8
Salesforce Sales Cloud offers scalable solutions, praised for flexibility and growth but noted for reporting and storage cost limitations.
It is easy to increase one bot or one studio without needing to buy another orchestrator, which can be quite expensive.
Salesforce is highly scalable and operates efficiently.
Salesforce Sales Cloud is totally cloud native, requiring no additional effort for scalability.
 

Stability Issues

Sentiment score
7.0
Automate is generally stable and reliable, though performance varies with task intensity and some users report occasional issues.
Sentiment score
7.9
Pega Robotic Process Automation is stable and reliable, with resolved past issues, relying on strong infrastructure and proper planning.
Sentiment score
8.2
Salesforce Sales Cloud is highly stable and reliable, with swift issue resolutions and high user satisfaction from regular updates.
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

Automate needs improvements in web automation, UI complexity, security, third-party integration, cloud functionality, and documentation for better user experience.
Pega RPA needs improvements in integration, OCR, UI, and cloud expansion for better competitiveness and user efficiency.
Salesforce Sales Cloud needs better UI, cost, integration, reporting, mobile support, data handling, and automation with improved performance.
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.
I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning.
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 cost-effective RPA solutions with flexible pricing, appealing to enterprises compared to competitors like UiPath and Blue Prism.
Pega RPA offers competitive enterprise licensing mainly for Fortune 500 firms, with US pricing affecting global regions like APAC.
Salesforce Sales Cloud is costly but valued for its customization, integration, and efficiency benefits for businesses despite high expenses.
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.
 

Valuable Features

Automate's intuitive interface and features boost efficiency and productivity, with cost-effective licensing and minimal technical expertise needed.
Pega RPA offers a user-friendly platform with strong automation, integration capabilities, and robust technical support, enhancing workflow efficiency.
Salesforce Sales Cloud provides customizable CRM solutions with seamless integration, automation, and advanced analytics for diverse business needs.
Automate's non-reliance on additional orchestrators makes it quite cost-effective.
I find the ease of use from a programming perspective very valuable.
The most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities.
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.
 

Categories and Ranking

Automate
Sponsored
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
28
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Pega Robotic Process Automa...
Average Rating
7.6
Reviews Sentiment
6.8
Number of Reviews
23
Ranking in other categories
Robotic Process Automation (RPA) (19th)
Salesforce Sales Cloud
Average Rating
8.4
Reviews Sentiment
7.0
Number of Reviews
115
Ranking in other categories
CRM (2nd), Opportunity Management (1st), Sales Force Automation (1st), Conversation Intelligence Software (3rd)
 

Mindshare comparison

Robotic Process Automation (RPA)
CRM
 

Featured Reviews

Anabel Marco - PeerSpot reviewer
Automates processes efficiently with cost-effective scaling and robust customer support
Web scraping is quite good since it offers a lot of possibilities. Another important feature for me is its compatibility with MBI, the Power that is ISEQUADO Centers. I appreciate the ability to scale and increase the number of bots or studios without additional expense. Automate's non-reliance on additional orchestrators makes it quite cost-effective.
VISHNU VARDHAN CHENNURU - PeerSpot reviewer
Great for UI creation, helpful support services, and reliable
Excel connectors need to be improved as there are a few connectors in Excel areas. The recording is not at best in Pega Robotics. They could look into it. The interactions with some applications, like Windows and web applications, are a little slow. They need to improve their speed. It should be normal, to open it with other tools. However, right now, it's a little hard. Users should feel they can develop easily. It will sometimes hang while interacting with third-party applications. Instead of adapters, if we had direct interaction of the applications with API and had scripts, that would be better. We have only CSharp supported right now. We'd like to have Python supported. If it was, it would be easier for us and make the solution more flexible. Currently, we are adding three different configuration files, however, if I had the option, I'd prefer to make a single configuration file and then differentiate it in all three environments. It can be difficult to create logic in automation. It's hard than if we used other RPA tools. If they could add more toolbox options, that would be ideal. They need to do what they can to help us reduce complexity in the automation and combine things under, for example, a single control.
RohitPothani - PeerSpot reviewer
Enhances deal closures and have navigation and process flow features
They should also include ATP and CTP functionality. Whenever there is a sale or opportunity, sales representatives should be able to determine what is available in the inventory and how much can be delivered to the customer. For example, if I take an order today, it might take ten days to produce and deliver the product. This is the ATP. If a customer orders 100 cell phones, the CTP functionality helps determine if we can deliver that quantity. This insight is provided when ERP systems are integrated, as ERP systems handle inventory. However, even without an ERP system, this information is crucial. The ATP and CTP stock should be monitored or mentioned somewhere in Salesforce to make decisions easier for sales representatives. If my inventory has 10,000 cell phones from 8 AM to 6 PM at the start of the day, any confirmed orders should reduce this inventory count. We can monitor my inventory in real-time and decide whether to accept new opportunities based on current stock levels.
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Top Industries

By visitors reading reviews
Financial Services Firm
13%
Computer Software Company
11%
Manufacturing Company
8%
Educational Organization
6%
Financial Services Firm
29%
Computer Software Company
13%
Manufacturing Company
10%
Insurance Company
5%
Educational Organization
31%
Computer Software Company
9%
Financial Services Firm
8%
Manufacturing Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

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?
The solution's configuration and settings could be more comprehensive.
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?
With today's generative AI capabilities like ChatGPT ( /products/chatgpt-reviews ), it should be possible to directly...
What is your primary use case for Salesforce Sales Cloud?
I generally use Salesforce Sales Cloud ( /products/salesforce-sales-cloud-reviews ) for our sales process, setting up...
 

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: June 2025.
861,481 professionals have used our research since 2012.