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: May 2024).
771,170 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 of Microsoft Dynamics CRM is the campaign feature.""This is a scalable solution.""Microsoft Dynamics CRM is easy to use, the UI is very good, and it has many capabilities.""Dynamics is easy to use. There are several fields I can filter.""The support is brilliant. All OEMs are pretty helpful.""It integrates well with other Microsoft products.""The product is user-friendly.""The most valuable feature of Microsoft Dynamics CRM is the integration with Microsoft Office 365."

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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
"Microsoft Dynamics CRM can improve by having integration with Slack. Additionally, the solution is incomplete, and we must use other solutions to fulfill our needs.""When it comes to any necessary changes or updates, we have issues. It is not very agnostic in terms of working with other platforms. A lot of data transformation had to be done internally in order to send it to various systems.""This is a good tool, but if you don't have experience using a CRM solution, there are a lot of things you'll need to learn. This tool needs to be more user-friendly.""The solution should improve the user experience in the process of creating and activating offers.""The options for customizing Microsoft Dynamics CRM are very limited or highly complex.""The overall price of Microsoft Dynamics CRM could improve.""Microsoft Dynamics CRM is operational enough, in terms of frequency, but an area for improvement would be its dashboard. Currently, it's widget-like, so hopefully, it could be improved, particularly to allow you to create a custom dashboard using a query. A custom dashboard would make the solution better and is an additional feature I'd like to see in the next release of Microsoft Dynamics CRM because right now, it only has a default dashboard, but maybe my account has limited access, so I can only see the default version of the dashboard.""We would like to see the tech support for this product improved, at present we are frequently waiting for a couple of days before we receive any response."

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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%
    Financial Services Firm11%
    Government11%
    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
    May 2024
    Find out what your peers are saying about Salesforce, Microsoft, Zoho and others in Sales Force Automation. Updated: May 2024.
    771,170 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.