--- title: Pega Sales Automation Reviews meta_title: 'Pega Sales Automation Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 13 reviews by the users' company size, role or industry to find out how Pega Sales Automation works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 13 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # 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 for easy process automation tailored to their needs. (2 reviews) - Users value the **out-of-the-box automation templates** that allow easy customization to meet specific business needs. (1 reviews) - Users love the **out-of-the-box templates** that simplify automation tailored to their business requirements. (1 reviews) - Users value the **ease of use** of Pega Sales Automation, particularly its built-in templates for quick automation. (1 reviews) - Users value the **out-of-the-box templates** that simplify process automation tailored to specific business needs. (1 reviews) - Simple (1 reviews) - Templates Availability (1 reviews) **What users dislike:** - Users struggle with **integration issues** when connecting Pega Sales Automation to other APIs, impacting their workflow efficiency. (1 reviews) - Users find the **navigation difficult** due to the outdated and unappealing user interface, affecting usability. (1 reviews) - Users find the **interface unappealing and outdated** , which hampers navigation and overall user-friendliness. (1 reviews) - Users find the **poor interface design** of Pega Sales Automation makes navigation challenging and less engaging. (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?page=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+14%3A07%3A25+-0500&secure%5Bsession_id%5D=b00c21bd-52e6-4815-be61-d103584a3770&secure%5Btoken%5D=699e1ee24b332ed561fae02473c66927b0ddaa0bb44337a84d9ff7a6d60fa165&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Control** - Role-Based Permissions - Opportunity Management - Recognized Escalation - Fund Management **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Third-Party Integrations **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **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 - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Platform - Partner Relationship Management (PRM)** - Partner Portal - 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 - Third-Party Integrations - Activity Dashboard - Rewards Management - Compliance Management - Training Management - Channel Management - Affiliate Management - Distributor Management - Referral Management - Content Management - Lead Management - Document Management - Collaboration Tools - Progress Tracking - Goal Setting/Tracking - Alerts/Notifications **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization - Generative AI **Agentic AI - Partner Relationship Management (PRM)** - Adaptive Learning - Autonomous Task Execution - Proactive Assistance - Natural Language Interaction **Additional Functionality** - Lead Generation - Onboarding - Visual Analytics - API - Performance Metrics - AI Copilot - Campaign Analytics - Reporting/Analytics - Customizable Branding - CRM - Lead Distribution - Generative AI **Additional Functionality** - Performance Metrics - Feedback Management - AI Copilot - Reporting & Statistics - Mobile Access - Collaboration Tools - Gamification - Automatic Transcription - Call Recording - Sales Reports - Real-Time Analytics - Commenting/Notes - Built-in Course Authoring - Learning Paths/Tracks - Assessment Management - Video Conferencing - Conversation Intelligence - Call Monitoring - Goal Setting/Tracking - Workflow Management - Learning Management - Content Management - Training Management - Document Management - Content Library - Recommendations - Activity Dashboard - Call Tracking - Performance Management - Onboarding - Search/Filter **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,688 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,464 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,842 reviews)