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Customer Management

Let your customer management platform evolve with Pega

As your customers' expectations for your brand continue to rise, customer management becomes far more complex than it used to be. To successfully engage, delight and retain customers, you need a CRM platform that lets you meet customers on any channel they choose and seamlessly follow them across channels. Your platform must let you personalize communications, delivering the right offer or message via the right channel at the right time. And your system must be able to evolve, rapidly adapting to new customer demands, business requirements and marketing opportunities.

Traditional customer management software was never designed to work in an omni-channel world. Legacy solutions lack the real-time capabilities and sophisticated customer experience analytics to personalize customer engagement. And few solutions can evolve fast enough to continue to offer value in a rapidly changing marketplace.

That's where Pega is different. Our best-of-breed solutions and Pega 7 platform meet the challenges customer management so you can exceed customer expectations.


Pega provides an always-on, digital customer brain.

White Paper

Customer service solution buyers report growing pressure from their colleagues utilizing Salesforce.com’s Sales Cloud to also adopt Service Cloud to offset price increases. Customer service professionals should, however, think twice.

Pega simplifies customer management

Pega's applications in sales, marketing, service and operations help to streamline business processes, connect with customers in real-time, and adapt to changing business realities. Unified on the Pega 7 platform, our applications provide fast, flexible and highly scalable solutions for improving client lifecycle management and enhancing the experience of customers.

Our customer management technology enables you to:

  • Empower your employees and business teams to capture goals and objectives directly into applications with no coding or help from IT.
  • Respond dynamically to opportunities and interactions based on context, situation and history with recommendations for the next best action to take to create memorable and personalized experiences.
  • Intelligently automate work across virtually any existing computer environment.

Components of Pega's customer management software

Our solutions include:

  • Pega Marketing, enabling you to deliver on customer expectations with personalized engagement, consistent messaging and relevant offers that increase value and improve experiences at every step of the customer's journey.
  • Pega Customer Service, enabling you to better anticipate customer needs, guide employees to the next best action, and automate processes to deliver a more satisfying enterprise customer service experience.
  • Pega Sales & Onboarding, providing tools to intelligently guide sales professionals with recommended actions, to automate the sales process end-to-end, and to make onboarding a competitive point of differentiation.
  • Pega Operations, with solutions that let you keep your promises to customers by improving efficiency, prioritizing work and ensuring regulatory compliance.

Learn more about customer management solutions from Pega, and about Pega customer contact software and customer support platform.