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Pega CRM Review

Product Snapshot



Customer Focus

Pegasystems works with enterprise companies across a variety of fields, including healthcare, retail, financial services, insurance, communications, public sector, and transportation.

Select Customers

Xchanging, TCDRS, Aegis, Aegon, AIG

Pega CRM

Pega CRM Pega CRM provides your company agents with recommendations for ideal actions in every step of the sales and service process. As a result, you can maximize the amount of revenue per interaction and drive customer satisfaction. Pega CRM works alongside your company’s sales, marketing, and customer service divisions. For sales, the software’s SFA applications provide intelligent, agile solutions for each opportunity and automate the entire sales cycle. Pega CRM’s marketing portion constantly analyzes customers and generates customer-specific offers, leading to higher returns. Lastly, Pega CRM provides your customer service agents with relevant information, processes, and screens during customer inquiries.

About Pegasystems
Since 1983, Pegasystems has been integrating business rules into Business Process Management (BPM) technology. The company has been ranked consistently as a BPM industry leader for the past five years. Pegasystems holds a yearly PegaWORLD conference, where businesses can learn about the company’s BPM and CRM solutions. Pegasystems has won a number of awards, including the 2009 Yphise Award and recognition as a leader in the “Magic Quadrant for CRM Customer Service Contact Centers” by Gartner.

Pega CRM Key Features

  • Improves customer relations in the fields of sales, marketing, and customer service
  • Unified channel management for the sales and customer service functions
  • Automates sales cycle
  • Closed loop marketing solutions and customer-specific offers
  • Customizable customer service agent desktops and scripts
  • Drives ROI, first call resolution rates, and customer satisfaction

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