Pega CRM vs Dynamics 365 Sales

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Our analysts compared Pega CRM vs Dynamics 365 Sales based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Pega CRM Software Tool

Product Basics

Pega CRM is the customer relationship management suite offering from global provider Pegasystems. The Customer Decision Hub acts as the platform’s foundation and leverages predictive analytics and AI to drive immediate actions grounded in intelligent data.

Furthermore, the platform is built using Pega’s Situational Layer Cake™, enabling agility and tailored experiences. Every element from processes to data models is organized into layers, making it easier to support multi-dimensional efforts. Based on model-driven architecture, the system doesn’t require any coding knowledge. And organizations have the option to run the software on Pega’s cloud, their own cloud or a third-party cloud.
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Dynamics 365 Sales streamlines customer relationship management (CRM) for businesses, automating tasks and centralizing data to empower sales teams. Tailored for mid-sized to large organizations, it excels in managing complex sales pipelines, forecasting revenue, and generating reports. Key benefits include increased productivity, improved lead conversion rates, and enhanced customer insights. Popular features include contact management, opportunity tracking, marketing automation, and real-time analytics. User reviews praise its flexibility, scalability, and seamless integration with Microsoft's suite of productivity tools. However, the learning curve can be steeper compared to simpler CRM solutions, and pricing scales with user licenses and functionality, potentially reaching enterprise-level costs.

Pros
  • Extensive features
  • Powerful customization
  • Seamless Microsoft integration
  • Robust reporting tools
  • Mobile accessibility
Cons
  • Steeper learning curve
  • Potentially high costs
  • Complex setup process
  • Occasional performance issues
  • Limited customization for some features
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$45/User, Monthly
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Tailored to your specific needs
$65/User, Monthly
Get a free price quote
Tailored to your specific needs
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Product Assistance

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Knowledge Base
24/7 Live Support
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Product Insights

  • View Real-Time Insights: The system processes a range of data such as churn risk, lead scoring and more, allowing users to see up-to-date information in each customer’s profile. Your organization can also transform big data into actionable insights. 
  • Engage Customers: Use models that continually learn to anticipate customer needs and surpass their expectations. Users can also create and manage engagement strategies to deliver relevant interactions across customer touchpoints. 
  • Control AI Deployment: Blindly using AI can open the door for regulatory violations and major liabilities. Using Pega T-Switch™, organizations can deploy AI based on transparency thresholds to ensure compliance and reduce risks. 
  • Go Mobile: The Pega CRM mobile app allows managers and sales reps to take their work anywhere. Users can view critical info such as leads, opportunities and accounts. The platform includes notifications, alerts, geolocation, voice-to-text and more. 
  • Increase Revenue: With predictive forecasting features, Pega CRM helps sales teams work smarter. Use the insights to bring in more repeat purchases, take advantage of cross-sell and upsell opportunities, and boost customer retention. 
  • Optimize Campaigns: Fueled by AI, the system is always learning. This translates to more accurate campaign offers sent at the best time. It also maximizes paid search efforts to broaden brand reach and target the right people with the appropriate message. 
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  • Efficient Contact Management: Track contacts and visualize relationships using interactive organization charts. Build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. Easy access to a LinkedIn Sales Navigator widget ensures contacts are kept up to date. 
  • Significant Sales Insights: Receive tailored and actionable insights by monitoring daily actions and communications, using a collection of action cards. Get reminders for upcoming activities, email messages, about-to-expire opportunities and inactive contacts or accounts. 
  • AI-Driven Insights: Ensure personalized customer experiences with a 360-degree view, maximize customer lifetime value and make informed business decisions using AI-driven insights. Automates workflows, unifies data by resolving customer identities using AI and machine learning-based recommendations, and helps discover new audience segments. 
  • Improved Relationships: Get recommendations on how to move sales forward based on customer interaction data, profiles and insights, and ways to secure a warm introduction. Personalize sales documents using embedded Office 365 tools and improve sales engagement by combining customer data with survey insights from Microsoft Forms Pro. 
  • Real-Time Prescriptive Insights: Sales reps can react to risks and opportunities promptly using real-time insights with adaptive AI that senses changes in buyer needs and trends. Email engagement, a mobile assistant, predictive forecasting and relationship health scores provide actionable insights about customer and prospect relationships. 
  • Mobility: Access data on the go. Configure dashboards, forms and charts, create notes, and access a relationship assistant. Includes offline sync and Excel export. Mobile and tablet apps support iOS, Android and Windows 10. 
  • Predictive Forecasting: Managers can project how much a sales team can sell and estimate organization revenue based on deal closure probability. AI-enabled predictive forecasting leverages both historical and pipeline data that use subjective bottom-up projections alongside objective data-driven forecasts. 
  • Accurate Prospect Information: Sales reps can quickly gather information about prospective customers using a business card scanner. It reads basic information from the card and populates data in lead or contact records. 
  • Improved Conversion Rate: Improve conversion and win rates with automated lead and opportunity scoring based on advanced scoring models, and identify customers most likely to convert and buy. 
  • Event Management: Control different aspects of events, including registrations, speakers, sessions and venue logistics from an event portal. Facilitate lead generation and registration conversion. 
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  • One-to-One Marketing: Using a toolkit supported by AI, the solution enables companies to engage at a personalized level. Users can visually depict each customer’s journey, build rules that govern AI actions, view next-best-action suggestions, monitor efforts via dashboards and more. 
  • Sales Automation: This feature supports data-driven sales processes through AI-guided automation. The platform can identify revenue opportunities as well as streamline and simplify tasks for sales reps. Additionally, managers can gain insights into sales rep performance, forecasts, accounts and other metrics. 
  • Customer Service Tools: The system uses data automation to eliminate silos and leverages omni-channel AI in real time to solve customer issues. It also contains a self-service platform that guides customers to resolutions immediately, instead of waiting for a service rep. 
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  • Lead Management: Reps can connect with customers, create and define leads, and work with business process flows to manage them throughout their lifecycle. It also provides information about qualifying and disqualifying the leads. 
  • Opportunity Management: Create, use and manage opportunities to convert more leads. Shows options for creating opportunities and their relationships with other records. 
  • Interactive Dashboards: Get an overview of actionable business data, collected from views, lists and charts, viewable across the organization. Available in multi-stream and single stream format, catering to different levels of complexity and number of data sources. Offers global and timeframe filters, along with interactive charts to provide relevant records count, such as cases by priority or by status. 
  • Sales Playbook: Guides team members on how to respond to events when a decision-maker of an ongoing deal leaves an organization. Provides repeatable, winning sales techniques, and contextual reference materials. 
  • Power Apps: Generate, customize, share and run mobile apps with little or no code. Apps can be shared with the other users in the organization. 
  • Power BI Integration: Identify opportunities on a single dashboard, analyze the pipeline and view sales across a variety of metrics to gain actionable insights. Connect to hundreds of data sources like Excel spreadsheets, on-premise systems, big data, streaming data, cloud services and more. 
  • Partner Relationship Management: Recruit, onboard and strengthen partner channels so that partners can have a quick view of interactions across opportunities, cases and other relevant information. 
  • Collaboration: Sales teams can collaborate on deals across functions and geography, with customer information and document sharing directly from Microsoft Teams. The system integrates with Microsoft Office and libraries on SharePoint, enabling quick and easy quotes, RFPs and email sharing. 
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Product Ranking

#49

among all
CRM Software

#457

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pega CRM
Dynamics 365 Sales
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 90 100 93 72 77 71 97 40 92 100 87 77 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 23 reviews
Great User Sentiment 6028 reviews
81%
of users recommend this product

Pega CRM has a 'great' User Satisfaction Rating of 81% when considering 23 user reviews from 4 recognized software review sites.

83%
of users recommend this product

Dynamics 365 Sales has a 'great' User Satisfaction Rating of 83% when considering 6028 user reviews from 5 recognized software review sites.

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4.6 (21)
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3.7 (1485)
3.6 (1)
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3.6 (7)
4.3 (4139)
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4.4 (65)
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3.9 (318)

Awards

we're gathering data

SelectHub research analysts have evaluated Dynamics 365 Sales and concluded it earns best-in-class honors for Communication Channels.

Communication Channels Award

Synopsis of User Ratings and Reviews

Low-code Platform: Pega's visual-based approach empowers both developers and citizen developers to build applications and automate processes without extensive coding knowledge, promoting collaboration and agility within organizations.
End-to-End Automation: Pega's capabilities extend beyond front-office functions to encompass back-office processes and legacy system integration, providing a comprehensive solution for streamlining operations and breaking down silos.
AI-Powered Decisioning: Pega's AI engine, known as Next-Best-Action, analyzes data and recommends optimal actions in real-time, enabling businesses to personalize customer interactions and optimize outcomes.
Scalability and Flexibility: Pega's architecture is designed to accommodate growth and changing business needs, allowing organizations to adapt and scale their CRM solutions as required.
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Streamlined Workflow: Intuitive interface and automation features save time and effort, boosting productivity.
Forecast Accuracy: Powerful analytics and reporting tools provide clear insights into pipeline health and sales performance.
360° Customer View: Centralized data and comprehensive customer profiles enable personalized interactions and stronger relationships.
Unified Ecosystem: Integrates seamlessly with other Microsoft tools like Outlook and Teams, streamlining workflows and boosting efficiency.
Adaptable to Growth: Scales to meet the needs of growing businesses and allows for customization to fit specific workflows.
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Steep Learning Curve: Pega's interface can be overwhelming for new users due to its complexity and extensive features, requiring significant time investment to learn and navigate effectively.
Customization Challenges: While Pega offers extensive customization options, implementing and maintaining these customizations often demands specialized skills and resources, potentially increasing costs and complexity for businesses.
Cost Considerations: Pega's pricing structure, which may involve licensing, implementation, and ongoing maintenance fees, can be a significant investment for organizations, particularly smaller businesses with budget constraints.
Performance Concerns: Some users have reported performance issues with Pega, including slow loading times and occasional system glitches, which can impact user productivity and overall efficiency.
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Learning Curve: Initial setup and user adoption can require significant training and support.
Costly for Large Deployments: Pricing scales with user licenses and features, potentially reaching enterprise-level costs for extensive use.
Performance Glitches: Users report occasional lag or bugs, especially with large datasets or complex configurations.
Customization Constraints: Some features offer less flexibility for customization compared to other CRM solutions.
Data Migration Challenges: Migrating data from existing systems can be complex and require technical expertise.
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Pega CRM receives praise for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a customizable solution. Its scalability allows it to grow alongside a business, accommodating increasing demands. The software's customer service garners positive feedback for its responsiveness and helpfulness. However, some users note the cost can be a barrier, particularly for smaller businesses. Implementation can also pose challenges due to the platform's complexity. Compared to competitors like Salesforce and Microsoft Dynamics 365, Pega CRM stands out with its robust automation capabilities and focus on artificial intelligence. These features enable businesses to streamline processes and gain valuable insights into customer behavior. The platform's ability to unify systems and break down data silos is another advantage, fostering greater collaboration and efficiency. While Salesforce offers a wider range of integrations and Microsoft Dynamics 365 boasts tighter integration with Microsoft products, Pega CRM's strengths lie in its process automation and AI-driven insights. Pega CRM is best suited for larger enterprises with complex needs and a desire for extensive customization. Its ability to handle intricate workflows and automate tasks makes it ideal for organizations seeking to optimize operations and enhance customer engagement. The platform's scalability ensures it can support growth and evolving requirements. However, businesses with limited budgets or simpler CRM needs may find more cost-effective and user-friendly options available.

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User reviews of Dynamics 365 Sales paint a picture of a powerful CRM with potential drawbacks. Fans praise its comprehensive features, from in-depth sales pipeline management to robust analytics. The seamless integration with other Microsoft products like Teams and Office 365 is a major draw for organizations already invested in the ecosystem. This unified experience boosts productivity and simplifies workflows, especially for sales teams accustomed to Microsoft tools. However, the complexity of Dynamics 365 Sales also presents a hurdle. The learning curve can be steep for new users, and some features lack the flexibility for deep customization compared to competitors like Salesforce. Additionally, the price tag scales with user licenses and features, potentially making it cost-prohibitive for smaller businesses or those with simpler sales needs. Ultimately, user reviews suggest Dynamics 365 Sales shines for mid-sized to larger organizations with complex sales pipelines and a commitment to the Microsoft ecosystem. Its strengths in data analysis, reporting, and integration outweigh the learning curve and cost concerns for many users. However, those seeking a more user-friendly or budget-friendly option may find alternative CRMs more suitable.

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Screenshots

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