SalesRabbit vs Pega CRM
Last Updated:Our analysts compared SalesRabbit vs Pega CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Product Assistance
Product Insights
- Communicate Clearly: Bring all team communications into one place via a mobile app. Send in-app messages for team talks and mass messages to broadcast incentives, declare top performers and share training materials. Send pictures and other files to techs and other reps. React with GIFs and emojis.
- Qualify Buyers: Make deals faster by verifying customers on the go, eliminating calling or waiting times. Check credit scores via more than one software to get accurate results. Qualify prospects using title checks, which are easy to set up and use.
- Explore Vast Integrations: Incorporate existing tech stacks. Leverage helpful integrations with Google Tasks, Salesforce, Facebook Lead Forms, MS Teams, MS Outlook, Mailchimp, Hubspot, Zapier and more. Custom integrations are available through the Enterprise plan.
- Craft Perfect Proposals: Create strong first impressions through digitized and legitimized pitches. Upload and organize PDFs, display them through devices or send them to customers. Play high-quality videos, illustrate house layouts or payment plans using sketch tools, and share training and recruiting materials. Digitize sales materials and store them in the team’s media library, cutting down shipping costs.
- 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.
- Sales Territory Mapping: Operate sales teams successfully.
- Custom Areas: Control sizes, shapes and quantities to draw them over a detailed map view.
- Historical Data: Monitor reps-in-charge’s progress and follow up as needed.
- Team Assignment: Assign areas to reps for canvassing and lead tracking.
- Leaderboard: Collect data from all possible sources to measure, compare and improve field performance. Identify what’s working and what’s not to modify strategies accordingly.
- Consolidated Statistics: Track all KPIs in a central platform. These include closure percentage, number of doors knocked and people contacted.
- Reporting: Track the most relevant data for teams and check live reports on reps’ activities via GPS tracking.
- Performance Ranking: Monitor individual success rates and identify the top performers. Make strategic decisions regarding team compositions, sales leadership, area assignments and more.
- Sales Rep Tracking: Access insights on reps’ whereabouts and performance. Track location and time during work hours with geo and time stamps for every active team member. Display unique profile images and filter results by reps, teams or dates. Log tracking data even in areas without internet service.
- Lead Management: Organize and track leads geographically. Import and export leads, attach videos, images and PDFs to provide more information and context, and create custom fields to gather specific data.
- Stacking: Pull up stacked lead lists to access, view and edit while working in apartment complexes or other compact housing areas.
- Tracking and Dispositioning: Call, text or email leads directly from the app. Change the status of leads and track them through a sales funnel.
- Notifications: Receive appointment notifications to move leads quickly through a funnel while handling lots of them.
- Route Planner: Upload and prioritize leads and appointments using filters. Find the most efficient and optimized sales route based on locations, appointments and assigned areas.
- Ownership: Gain complete control over lead assignment. Transfer ownership between canvassers, reps, closers, techs and managers. Reassign groups of leads as needed.
- Forms and Contracts: Accelerate sales, eliminate manual errors, reduce paper costs and minimize transaction time using its form builder and contract creator.
- Custom Contracts: Address the unique requirements of legal agreements.
- Company Profile: Impress modern buyers with electronic deal processing and ensure the best possible buying experience for customers.
- Mobile E-Signature: Collect e-signatures from any location and close deals reliably and quickly.
- Information Syncing: Gather customer data on a single platform, reducing errors and increasing customer satisfaction.
- 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.
Product Ranking
#164
among all
CRM Software
#49
among all
CRM Software
User Sentiment Summary
366 reviews
23 reviews
SalesRabbit has a 'great' User Satisfaction Rating of 84% when considering 366 user reviews from 2 recognized software review sites.
Pega CRM has a 'great' User Satisfaction Rating of 81% when considering 23 user reviews from 4 recognized software review sites.
Synopsis of User Ratings and Reviews
Hop on over to SalesRabbit if you're looking for a user-friendly and affordable CRM solution to help your sales team close more deals. SalesRabbit is a software that helps businesses manage their sales process, offering features like lead generation, contact management, opportunity tracking, and reporting. Users have praised SalesRabbit for its ease of use, comprehensive feature set, and affordability, making it a solid choice for businesses of all sizes seeking a comprehensive sales management solution. The software's intuitive interface and robust features allow sales reps to easily manage their contacts, track their progress, and close deals faster. Plus, SalesRabbit's affordability makes it an attractive option for businesses with limited budgets. However, some users have noted that SalesRabbit lacks integration with other systems and has limited reporting capabilities. If your business requires a more integrated solution or more robust reporting features, you may want to consider other options like Salesforce or HubSpot. These platforms offer a wider range of integrations and more advanced reporting tools, but they come at a higher price point. Ultimately, the best CRM solution for your business depends on your specific needs and budget. If you're looking for an affordable and easy-to-use CRM that can help you boost your sales, SalesRabbit is definitely worth considering.
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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