# Pega Sales Automation Reviews **Vendor:** Pegasystems **Category:** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) **Average Rating:** 4.1/5.0 **Total Reviews:** 13 ## About Pega Sales Automation AI-powered Intelligent Sales Automation for today’s changing world ## Pega Sales Automation Pros & Cons **What users like:** - Users value the **out-of-the-box templates** in Pega Sales Automation, enhancing process automation to meet business needs. (2 reviews) - Users value the **ease of automation** with built-in templates in Pega Sales Automation, streamlining their business processes. (1 reviews) - Users value the **out-of-the-box automation templates** in Pega Sales Automation for simplifying process management. (1 reviews) - Users appreciate the **ease of use** of Pega Sales Automation, thanks to its built-in templates for automation. (1 reviews) - Users value the **out-of-the-box built-in templates** that simplify process automation to meet business needs efficiently. (1 reviews) - Simple (1 reviews) - Templates Availability (1 reviews) **What users dislike:** - Users experience **integration issues** with Pega Sales Automation, making API connectivity challenging at times. (1 reviews) - Users find the **navigation difficult** due to the outdated and unappealing user interface, impacting overall user experience. (1 reviews) - Users find the **user interface lacking appeal** , making Pega Sales Automation less user-friendly and harder to navigate. (1 reviews) - Users find the **poor interface design** makes Pega Sales Automation less user-friendly and harder to navigate. (1 reviews) ## Pega Sales Automation Reviews ### 1. Great way to automate your Market **Rating:** 5.0/5.0 stars **Reviewed by:** Anudeep N. | Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Pega Sales Automation?** It provides ootb built in templates where we can easily automate the process as per business needs **What do you dislike about Pega Sales Automation?** Sometimes its hard to integrate with other apis **What problems is Pega Sales Automation solving and how is that benefiting you?** It targets the right market where it understands the trend of the user by ai sales automation ### 2. Easy to use and customize **Rating:** 4.5/5.0 stars **Reviewed by:** Max L. | Secretary, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2023 **What do you like best about Pega Sales Automation?** Pegasystems Customer Engagement Suite provides a set of features. The customization options are improved. Its an established framework, in the industry. **What do you dislike about Pega Sales Automation?** Its user interface lacking in appeal and modernity. This makes it less user-friendly and more difficult to navigate. **What problems is Pega Sales Automation solving and how is that benefiting you?** Pegasystems Customer Engagement Suite has the ability to help us analyze customer behavior and preferences. This creates personalized experiences for our customers leading to satisfaction levels. ### 3. Easy automation tools using AI **Rating:** 4.0/5.0 stars **Reviewed by:** Mrinal G. | Software Engineer, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Pega Sales Automation?** The whole UI of the tool is so simple to use and makes the process of automation smooth. This tool reduces time and makes sales performance efficient. **What do you dislike about Pega Sales Automation?** The size of the application is quite significant. Therefore it lags and shuts down quite often. **What problems is Pega Sales Automation solving and how is that benefiting you?** It makes learning, handling and maintaining of sales process straightforward, simple and automated. ### 4. The best solution for a salesperson **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Networking | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2023 **What do you like best about Pega Sales Automation?** Pega offers a smart guide, helps automate the approach with potential customers up to order fulfillment, and instantly adapts to your sales process. **What do you dislike about Pega Sales Automation?** Pega is not so intuitive for new users. Some training is needed to understand how to use it. It is also necessary to spend a good amount of time training new resources to work on Pega Sales Automation. **What problems is Pega Sales Automation solving and how is that benefiting you?** No need for investing much time in data consumption, we can automate end to end. 2. We can target more customers based on their requirements. 3. As it's built on AI, the platform is very effective. 4. With the help of robotic automation, less manual effort is needed. ### 5. Pega sales is the next big tool for sales forecasting! **Rating:** 5.0/5.0 stars **Reviewed by:** Rajat M. | Product Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2023 **What do you like best about Pega Sales Automation?** Lega sales is very easy to use and operate. The functions are user-friendly and allows you to customise as per the insights you are looking for. Its an automated tool, no hassle to analyse and feed the data every time. Saves a lot of time and manual effort. **What do you dislike about Pega Sales Automation?** So far no disconnect on my usage. Love the product to be honest. **What problems is Pega Sales Automation solving and how is that benefiting you?** 1. Eliminated the manual effor in making dashboards 2. Saves a lot of time 3. Accuracy and attention to detail 4. The data cuts are very insightful ### 6. A Link between market and business decisions **Rating:** 4.0/5.0 stars **Reviewed by:** Sumeet Y. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2023 **What do you like best about Pega Sales Automation?** Great data visualization tools, analytics, and analysis features provide deeper insights about market requirements and in making business decisions **What do you dislike about Pega Sales Automation?** This tool requires extensive training for new people and completely understanding applications its usage. That means users need to invest time in learn the application. **What problems is Pega Sales Automation solving and how is that benefiting you?** The ease of accessing past calls and understanding the cycle of the sales process. The tool even summarizes with an email for the user to understand the history and formalize. ### 7. Pega Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Zach C. | Senior Quality Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2023 **What do you like best about Pega Sales Automation?** Makes the processing of client information very intuitive. **What do you dislike about Pega Sales Automation?** Does not give an option for start to finish. **What problems is Pega Sales Automation solving and how is that benefiting you?** Makes taking care of clients straightforward and in a user-friendly way. ### 8. Requires a lot more updates **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2023 **What do you like best about Pega Sales Automation?** It's efficient and easy to utilize for the sales team. **What do you dislike about Pega Sales Automation?** It goes down a lot and lags. Sometimes there are difficulties in opening PEGA because it is down creating slowdowns for the team. **What problems is Pega Sales Automation solving and how is that benefiting you?** N/A ### 9. Pega Sales Automation is a good tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Pega Sales Automation?** It is a good tool for automation. I like how easy it is to use. I like the simple design that is very intuitive for the user **What do you dislike about Pega Sales Automation?** Sometimes the tool is a bit slow. There is also some learning curve when using the tool but once you get the hang of it it is really useful **What problems is Pega Sales Automation solving and how is that benefiting you?** We can use it when we are doing some repetitive tasks because we can easily automate it and just leave the system. The automation of the system makes it easier to manage ### 10. AI meets Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Pega Sales Automation?** AI-guided sales strategies. Reduces go to market time **What do you dislike about Pega Sales Automation?** The Cost. I understand it's a premium product. But there always is room for discounting **What problems is Pega Sales Automation solving and how is that benefiting you?** Sales Optimization ### 11. AI Powered Sales Automation Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about Pega Sales Automation?** The primary purpose of this tool is to enhance efficiency and improve sales performance. It helps in increasing productivity with an AI-based analysis for better sales. **What do you dislike about Pega Sales Automation?** As it is a complex application, The data fed into the tool needs more specific inputs. It can be a drawback to a certain extent if there is no additional customer data. **What problems is Pega Sales Automation solving and how is that benefiting you?** Pega Automation systems is a powerful tool that helps solve significant sales issues using AI-based analysis, which also helps in the process and customer relationship. ### 12. Automation Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2021 **What do you like best about Pega Sales Automation?** User Interface is good and can get into the detail of each dealer. Process and product are monitors, which helps in following the best options. **What do you dislike about Pega Sales Automation?** It does not work well with fewer customer data; it needs more data to predict. **What problems is Pega Sales Automation solving and how is that benefiting you?** Our organization is trying to automate the square parts sales. Its works were good in collecting that sales data and building rules to validate the sales cycles. ### 13. Good for analysis **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** July 24, 2018 **What do you like best about Pega Sales Automation?** The applicatuon is intuitive and well documented for end-users to use. **What do you dislike about Pega Sales Automation?** This is a large application and complexity is high. **What problems is Pega Sales Automation solving and how is that benefiting you?** Customer relationship management and process management. ## Pega Sales Automation Discussions - [What is Pega Sales Automation used for?](https://www.g2.com/discussions/what-is-pega-sales-automation-used-for) - [View Pega Sales Automation pricing details and edition comparison](https://www.g2.com/products/pega-sales-automation/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-03+06%3A21%3A59+-0500&secure%5Bsession_id%5D=065b8058-9cee-4fc1-9c89-d92c74231571&secure%5Btoken%5D=1da3239da782fc6e10d92e516d1e8436a4f9af2793182ea2e87b2ffd672cafd8&format=llm_user) ## Pega Sales Automation Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Control** - Role-Based Permissions - Opportunity Management - Recognized Escalation **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Performance Analysis** - Coaching - Peformance Tracking **Platform - Partner Relationship Management (PRM)** - Individual Portals - Content Repository - Revenue Tracking - Cross-System Integration - Workflow Automation & Notifications - Onboarding, Training & Certifications - Payouts & Global Compliance - Partner Discovery & Recruitment - Incentive Management - Recognized Escalation - Dashboards & Reporting - Marketing Tools - Deal Management **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization **Agentic AI - Partner Relationship Management (PRM)** - Adaptive Learning - Autonomous Task Execution - Proactive Assistance - Natural Language Interaction **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation - AI Text Summarization **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Pega Sales Automation Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,612 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,459 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,822 reviews)