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Pega Recognized as the Highest Ranked Vendor by Gartner® in 2021 Critical Capabilities for Sales Force Automation

Pega Sales Automation receives the highest product scores for B2B, B2C, and Indirect/Relationship Sales use cases

CAMBRIDGE, Mass. – September 21, 2021 – Pegasystems Inc. (NASDAQ: PEGA), the software company that crushes business complexity, today announced it has been recognized by Gartner, Inc., which delivers actionable, objective insight to executives and their teams, in its 2021 Gartner Critical Capabilities for Sales Force Automation (1) report. Among the three use cases examined in the report, Pega received the highest score of any vendor in the B2B (4.33/5), B2C (4.48/5), and Indirect/Relationship Sales (4.47/5) use cases for Pega Sales Automation™.

Gartner evaluated 16 sales force automation (SFA) vendors based on 10 core sales execution capabilities and how they apply to three specific use cases. These include capabilities such as guided selling, activity management, and platform and integration. This report is a companion to the 2021 Gartner Magic Quadrant™ for Sales Force Automation (2), which named Pega a Visionary in the market for the fourth consecutive time.

In the report, Gartner explains: “Most SFA systems are foundational technologies, necessary for providing the basic skeleton of sales process automation steps. This means that buyers must consider how to customize vendors’ native SFA capabilities or purchase additional sales automation systems to meet their selling requirements.”

Pega Sales Automation™ is an industry-leading, AI-powered sales execution and engagement tool. As a complement to Pega Customer Service™ within the Pega Infinity™ digital transformation software suite, it helps businesses predict and drive the right insights by infusing intelligence and simplifying sales processes so sellers can focus on the right leads, opportunities, and activities. Its intelligent automation and AI capabilities help enable organizations to optimize sales performance, anticipate customer needs, and close digital selling blind spots to achieve the greatest outcomes.

This recognition is among Pega's recent analyst recognitions for customer relationship management capabilities. Recently, Pega was named a Leader in the 2021 Gartner Magic Quadrant for CRM Customer Engagement Center report (3) and a Leader in The Forrester Wave™: Real-Time Interaction Management report (4). 

Quotes & Commentary
“The volume of digital interactions has skyrocketed, and more customer data is creating massive shifts and new opportunities for organizations,” said John Huehn, general manager, customer service and sales automation, Pegasystems. “A new class of sales automation is required for organizations to tap into this digital footprint and consistently meet customers where they are on their journeys. Pega Sales Automation uses AI and automation to help optimize sales processes so salespeople can focus on the right opportunities and actions to help drive results. We believe this continued recognition of Pega’s CRM capabilities further validates Pega’s leadership in helping successfully manage and support the new, as well as unforeseen, challenges businesses will continue to face.”

Supporting Resources

  1. Gartner, Inc., “Critical Capabilities for Sales Force Automation” by Adnan Zijadic, Ilona Hansen, Melissa Hilbert, Steve Rietberg, August 9, 2021
  2. Gartner, Inc., “Magic Quadrant for Sales Force Automation,” by Adnan Zijadic, Ilona Hansen, Melissa Hilbert, Steve Rietberg, August 4, 2021
  3. Gartner, Inc., “Magic Quadrant for the CRM Customer Engagement Center,” by Nadine LeBlanc, Jim Davies, Varun Agarwal, June 15, 2021
  4. Forrester Research, “The Forrester Wave™: Real-Time Interaction Management, Q4 2020” by Rusty Warner with Mary Pilecki, Robert Perdoni, Christine Turley, October 20, 2020

Gartner Disclaimer
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. Gartner and Magic Quadrant are registered trademarks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.


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Lisa Pintchman
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