Microsoft Dynamics CRM vs Pega Sales Automation comparison

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1,336 views|1,253 comparisons
92% willing to recommend
Pega Logo
40 views|14 comparisons
100% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between Microsoft Dynamics CRM and Pega Sales Automation based on real PeerSpot user reviews.

Find out what your peers are saying about Salesforce, Microsoft, Zoho and others in Sales Force Automation.
To learn more, read our detailed Sales Force Automation Report (Updated: April 2024).
771,157 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"The most valuable feature is the reporting tab.""Microsoft Dynamics CRM has plenty of valuable features.""The solution is scalable.""The initial setup is pretty straightforward.""Multifeatured CRM software with good stability and scalability.""We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up.""Technical support is completely good.""It ensures that there's continuity, and you don't have to start asking the customer about what happened. From CRM, you can easily see all the interactions and events in the record and take it from there."

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"The initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool."

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Cons
"It would be a little bit easier if there were better ways to configure and modify native add-ins or plugins.""Microsoft Dynamics CRM could improve by making it easier to export data to SharePoint because most of our customers use SharePoint. They have to log into a Microsoft environment platform from their SharePoint for access should be made easier. Additionally, if the customer portal was enhanced for it to be customized it would be a benefit.""The setup with other email servers, other than Microsoft Outlook, could be improved. Alternatively, we'd like to have some feature that allows us to send emails directly from our inboxes to the CRM and assign it to a certain client.""It is difficult to qualify opportunity in Microsoft Dynamics CRM.""Microsoft Dynamics CRM can improve by adding more artificial intelligence. Additionally, they should add more modules, such as account-based management, that are available on other platforms such as salesforce.com.""The mobile side of the product doesn't look that great right now.""Microsoft Dynamics could have better note-taking capabilities. It should have more preset options where you enter notes by clicking a box instead of writing them out.""The installation was difficult. I'm not the person that implements the solution. However, to have the solution function in the correct way, the process can be difficult."

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"I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks."

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Pricing and Cost Advice
  • "We have to buy a separate license in order to implement the social listening feature."
  • "It's kind of pricey. It's about $50 or $60 per user."
  • "I am not the person who pays for Microsoft Dynamics CRM but it is expensive. I have been using Microsoft Azure, which Microsoft Dynamics CRM is built on, and I know we prepaid for the services. For me as a consumer, I do not think I can afford it, mainly because I am only learning how to use the AI and the rate which they charge is high. In general, Microsoft solutions are expensive and this is most likely due to the brand, this is something you expect. However, the price might be high but you receive a highly secure solution."
  • "There is a license required to use Microsoft Dynamics CRM."
  • "The price of the solution is good but could be cheaper."
  • "We have a three-year ELA with all our Microsoft solutions and often we had to do a true-up which was approximately $1,000,000. Additionally, we pay approximately $2,500 a month for support."
  • "Pricing for this software could be cheaper."
  • "The solution is open source and is free. However, it does require a Dynamics 365 subscription."
  • More Microsoft Dynamics CRM Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:The most valuable features of Microsoft Dynamics CRM are all the filters and possible reports.
    Top Answer:The solution should improve the user experience in the process of creating and activating offers. Sometimes, the process is a little bit slow because it has too many details. It also depends on how… more »
    Top Answer:We use Microsoft Dynamics CRM to control sales advancements in our company.
    Top Answer:The initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool.
    Top Answer:I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks.
    Top Answer:I have not worked full-fledged with Pega Sales Automation. In my company, we use Pega Sales Automation during presale phases with clients. Pega Sales Automation is used in our company because we use… more »
    Ranking
    2nd
    Views
    1,336
    Comparisons
    1,253
    Reviews
    35
    Average Words per Review
    410
    Rating
    7.8
    13th
    Views
    40
    Comparisons
    14
    Reviews
    1
    Average Words per Review
    451
    Rating
    8.0
    Comparisons
    Also Known As
    Dynamics CRM, MS Dynamics CRM
    Learn More
    Pega
    Video Not Available
    Overview

    Microsoft Dynamics CRM is a comprehensive customer relationship management solution that helps businesses streamline their sales, marketing, and customer service processes. With its user-friendly interface and powerful features, it enables organizations to effectively manage their customer interactions and drive business growth.

    One of the key features of Microsoft Dynamics CRM is its sales automation capabilities. It allows sales teams to track leads, manage opportunities, and close deals more efficiently. The solution provides a centralized platform for managing customer information, enabling sales representatives to access real-time data and make informed decisions. It also offers tools for forecasting, pipeline management, and sales analytics, helping businesses optimize their sales processes and drive revenue growth.

    In addition to sales automation, Microsoft Dynamics CRM offers robust marketing automation features. It enables marketers to create and execute targeted marketing campaigns, track campaign performance, and generate actionable insights. The solution provides tools for lead management, email marketing, social media integration, and customer segmentation, allowing businesses to engage with their customers effectively and drive marketing ROI.

    Furthermore, Microsoft Dynamics CRM helps organizations deliver exceptional customer service. It provides a unified view of customer interactions, enabling customer service representatives to deliver personalized and timely support. The solution offers case management, a knowledge base, and self-service portal capabilities, empowering customers to find answers to their queries and resolve issues on their own. It also provides tools for service analytics and reporting, helping businesses identify areas for improvement and enhance customer satisfaction.

    Pega is delivering a new kind of sales force automation that combines artificial intelligence and digital process automation. With a built-in AI engine that dynamically presents content and offers you’ll see increased production from your sales reps.

    Integrated call telephony, email, mobile app, and social collaboration features complement more than 50 out-of-the-box dashboards. On top of all that, Pega’s industry-leading digital process automation platform streamlines forecasting, opportunity management, lead assignment, and territory and quota assignments across multiple geographies and sales teams.

    Sample Customers
    Metro Bank, Nissan, Pandora, Delta, Haynes International, City of London, Trek and many more market leaders.
    nissha, ocbc bank, telecom, bny mellon
    Top Industries
    REVIEWERS
    Computer Software Company29%
    Financial Services Firm19%
    Manufacturing Company10%
    Comms Service Provider6%
    VISITORS READING REVIEWS
    Computer Software Company14%
    Government11%
    Financial Services Firm11%
    Manufacturing Company7%
    No Data Available
    Company Size
    REVIEWERS
    Small Business51%
    Midsize Enterprise28%
    Large Enterprise22%
    VISITORS READING REVIEWS
    Small Business26%
    Midsize Enterprise16%
    Large Enterprise58%
    No Data Available
    Buyer's Guide
    Sales Force Automation
    April 2024
    Find out what your peers are saying about Salesforce, Microsoft, Zoho and others in Sales Force Automation. Updated: April 2024.
    771,157 professionals have used our research since 2012.

    Microsoft Dynamics CRM is ranked 2nd in Sales Force Automation with 68 reviews while Pega Sales Automation is ranked 13th in Sales Force Automation with 1 review. Microsoft Dynamics CRM is rated 7.8, while Pega Sales Automation is rated 8.0. The top reviewer of Microsoft Dynamics CRM writes "Intuitive APIs, customizable design, but dashboards could improve". On the other hand, the top reviewer of Pega Sales Automation writes "A scalable low-code platform with an easy initial setup phase". Microsoft Dynamics CRM is most compared with Salesforce Sales Cloud, SAP CRM, ServiceNow, Siebel CRM and monday.com, whereas Pega Sales Automation is most compared with .

    See our list of best Sales Force Automation vendors.

    We monitor all Sales Force Automation reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.