Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance engagement and streamline automation throughout every phase of the customer journey. Transition from conventional CRM systems to a comprehensive, journey-focused customer engagement platform. Whether seeking a replacement for your existing system or aiming to expand and strengthen your current setup, Pega is here to assist you. The effectiveness of your agents is crucial to achieving success. Ensure your team remains connected, efficient, and productive, no matter their location. Customers desire to feel valued and cared for; deliver them proactive, tailored, and seamless experiences across all channels. In today’s competitive landscape, comprehensive capabilities are essential. Reduce expenses and maximize your channel effectiveness through intelligent automation and efficient case management. Facilitate the connection and automation of tasks across teams and systems to expedite the resolution of customer inquiries. Pega’s AI-driven case management adjusts to various customer service needs, while pre-established microjourneys, based on industry best practices, serve as quick-start templates. This enables you to launch initiatives promptly and efficiently.

Description

Rather than focusing on broad, outbound offers, engage in tailored, one-on-one marketing during your interactions with existing customers. Pega’s next-best-action methodology assesses various factors such as sales, service, risk, retention, and operational priorities in real-time to refine your communications. This empowers marketers to distinguish customers who exhibit potential for growth more effectively. By implementing Pega’s next-best-action strategies, you ensure that each customer receives the most appropriate action designed to increase your bank’s share of wallet. However, successful next-best-action strategies hinge on more than just internal customer data and transaction histories. The integration of real-time data from prevalent platforms like Hadoop, Cassandra, and Equifax allows you to enhance your strategies and gain a more comprehensive understanding of each customer. Consequently, this enriched data stream significantly improves your ability to make informed decisions in customer engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ABBYY Mobile Capture Yes 
AWS Marketplace No 
Aprimo No 
Capgemini Intelligent Automation Platform Yes 
ClearProcess Yes 
CognitiveScale Cortex AI Yes 
Diabolocom Yes 
Documaster Yes 
Google Cloud Anti Money Laundering AI Yes 
HintEd Yes 
LinkedIn Sales Navigator Yes 
OneSpan Identity Verification Yes 
Perfect Doc Studio Yes 
Quavo Yes 
Sales Robots Yes 
Syntasa Yes 

Integrations

ABBYY Mobile Capture No 
AWS Marketplace Yes 
Aprimo Yes 
Capgemini Intelligent Automation Platform No 
ClearProcess No 
CognitiveScale Cortex AI No 
Diabolocom No 
Documaster No 
Google Cloud Anti Money Laundering AI No 
HintEd No 
LinkedIn Sales Navigator No 
OneSpan Identity Verification No 
Perfect Doc Studio No 
Quavo No 
Sales Robots No 
Syntasa No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/es/products/crm-applications

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Product Features

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Social Media Advertising

Ad Buying No 
Ad Creation No 
Bulk Advertising No 
Campaign Management No 
Collaboration Tools No 
Comment / Reply Moderation No 
Digital Asset Management No 
Reporting / Analytics No 
Retargeting No 
Roles / Permissions No 

Alternatives

Alternatives

Unica Reviews

Unica

HCLSoftware
Pega for IoT Reviews

Pega for IoT

Pegasystems
Pega Professional Services Reviews

Pega Professional Services

Saltech Consulting