360 View vs Pega CRM

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Our analysts compared 360 View 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.

360 View Software Tool
Pega CRM Software Tool

Product Basics

360 View empowers financial institutions to meet their customer needs digitally with features that take care of personalized relations, enhance technology, scalable communications, data analytics and supports sales efforts. It takes care of various factors such as relationship management, targeted market, financial know-about for business solutions.

The software can be customized for the needs of businesses outside the financial industry, providing greater flexibility and capability options.

Pros
  • Unified customer data
  • Personalized interactions
  • Better insights
  • Improved decision-making
  • Enhanced customer experience
Cons
  • Data accuracy challenges
  • Privacy concerns
  • Implementation complexity
  • Training requirements
  • Potential for information overload
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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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$50/User, Monthly
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Tailored to your specific needs
$45/User, Monthly
Get a free price quote
Tailored to your specific needs
Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers. 
  • Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information. 
  • WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention. 
  • Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees. 
  • Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards. 
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  • 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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  • 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals. 
  • Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey. 
  • Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors. 
  • Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards. 
  • Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard. 
  • Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports. 
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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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Product Ranking

#206

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#49

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User Sentiment Summary

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Great User Sentiment 23 reviews
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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.

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3.6 (1)
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3.6 (1)
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3.6 (7)
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4.3 (14)

Synopsis of User Ratings and Reviews

Unified customer view: Gain a 360-degree perspective of each customer across all touchpoints, leading to personalized interactions and improved relationships.
Actionable insights: Leverage data-driven insights to optimize sales pipelines, marketing campaigns, and overall business performance.
Enhanced collaboration: Break down data silos and foster seamless teamwork across departments with shared customer information.
Increased efficiency: Automate repetitive tasks and streamline workflows to free up time for strategic initiatives.
Improved decision-making: Make data-backed decisions based on real-time customer data and comprehensive analytics.
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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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Data accuracy challenges: Relies heavily on the quality of source data, requiring ongoing maintenance and potentially manual corrections.
Integration complexity: Connecting multiple systems can be time-consuming and may require technical expertise.
Privacy concerns: Aggregating extensive customer data necessitates robust security measures and compliance with privacy regulations.
User adoption: Encouraging widespread adoption across teams can be challenging, especially for organizations with varying levels of technical proficiency.
Customization limitations: Flexibility for certain customizations might be restricted, potentially requiring workarounds or additional development efforts.
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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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360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.

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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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