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Pega Customer Engagement Suite vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Pega Customer Engagement Suite medium Failure Risk for Salesforce Financial Services Cloud medium
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Comparison Summary

This comparison report of Pega Customer Engagement Suite vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 776 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pega Customer Engagement Suite and Salesforce Financial Services Cloud

Pega Customer Engagement Suite, and Salesforce Financial Services Cloud belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Pega Customer Engagement Suite covers Engagement Management, Helpdesk Management with Phone Calls, Communication Management with Phone Calls, Workflow Management with Phone Calls, etc.

Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.

"Our world revolves around our customers. To be able to identify, personalize, and manage all our interactions, for all of our passengers, from one platform is truly transformational. " - Sandra Lenis

"With Salesforce, we have transformed the mortgage process at Barclays " - Jackie Uhi

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Pega Customer Engagement Suite

Focus area

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Pega Customer Engagement Suite | Integrates customer analytics and business rules in real time, building deeper connections with customers

Build a lifetime of trust with a unified financial services experience

Age

2017

1999

Financials

IPO

IPO

Business Need

Total Processes
(we found evidences for)

23

48

Total Goals
(we found evidences for)

8

6

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (50)

Read Reviews (23)

engaging and following up

Read Reviews (21)

Read Reviews (14)

helpdesk management

Read Reviews (10)

Read Reviews (1)

communication management

Read Reviews (9)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (0)

workflow management

Read Reviews (6)

Read Reviews (2)

customer case management

Read Reviews (5)

Read Reviews (0)

loyalty management

Read Reviews (4)

Read Reviews (1)

identify target customers

Read Reviews (3)

Read Reviews (0)

customer feedback management

Read Reviews (4)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (1)

personalized marketing

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (1)

Read Reviews (8)

training & onboarding

Read Reviews (1)

Read Reviews (5)

contact list management

Read Reviews (0)

Read Reviews (19)

generation of new leads

Read Reviews (0)

Read Reviews (9)

relationship marketing

Read Reviews (0)

Read Reviews (4)

products & pricelist management

Read Reviews (0)

Read Reviews (4)

opportunity management

Read Reviews (0)

Read Reviews (2)

conversion management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Improve visibility

  • Increase customer life time value

  • Acquire customers

  • Launch new products

  • Improve ROI

  • Manage risk

  • Scale best practices

  • See 5 more

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Increase sales & revenue

  • Increase customer life time value

  • Improve ROI

  • See 3 more

Top Channels

Channels Used

  • website

  • promotions

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • See 4 more

  • website

  • promotions

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • See 4 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting