How Switching from Legacy Salesforce to Pega CRM Made Development Faster and Easier
As someone who has worked as a developer, I’ve had hands-on experience building CRM applications. One key project I worked on involved transitioning from using Salesforce to Pega CRM. In this article, I’ll walk you through why making this switch sped up development and made things simpler, from my technical perspective
The Developer's Mindset
As developers, we always looking for ways to make the process faster, more efficient, and less prone to errors. When I was using Salesforce for CRM, tand there are applications which are in the Pega BPM and because of that there were several hurdles that slowed us down. It wasn’t just about learning a different platform—it was about integrating it with existing Pega applications. I’ll break down the main reasons why moving to Pega CRM was a smart move, not just from a developer’s perspective but for the entire team.
Why moving to Pega CRM Made Things Faster
1. A Unified Platform Means Less Hassle
One of the biggest time-savers when switching to Pega Custoemr Service was that it integrated perfectly with our existing Pega applications. Throguh Pega CRM built on Pega platform its building on a one tool for almost everything we develop.
In Salesforce, every time we wanted to connect something with our Pega apps, it required more work—setting up connections, fixing data syncing issues, and testing everything to make sure it worked. With Pega CRM, it was all much smoother because we have underlying platform which is same.
2. Less Code, More Results
As a developer, coding is part of the job, but no one wants to write extra lines of code for simple things. In Salesforce I feel like we need to do custom code for basic customizations. Pega, is a low-code platform, which makes us to build custom Customer Service solutions much faster. Instead of writing code from scratch, we could use Pega’s visual tools to create workflows and business rules easily.
3. Reusing What We’ve Already Built
Another big advantage was being able to reuse components and data models we had already built for other Pega applications. Since Pega CRM is on the same platform, we didn’t have to start from scratch. This not only made development faster but also ensured that everything was consistent across the board.
For example, data like customer profiles and case histories were already set up in our system for other applications. When we built the CRM in Pega, we just plugged into that same data—no need to create duplicate records.
4. Strong DevOps Capabilities
Pega makes it easier for developers to build, deploy and release updates smoothly though Pega Deployment manager. Through PDM from the rule creation in brach to merge to product to deploy the entire process from development to deployment become more easier, fasters after creating the needed pipelines. While Salesforce has its own tools but definitely Pega’s system is more naturally built for quick and easy management of the application’s lifecycle.
5. Powerful AI and Decision-Making Tools
In today’s CRM systems, using Artificial Intelligence (AI) is key to providing personalized customer experiences. Pega has a built-in decision engine that helps developers make real-time decisions based on data, making the system smarter. With Pega’s Customer Decision Hub, you can easily build predictive and adaptive models, real-time decision-making, and AI-powered recommendations for the next best actions. The best part is that it's all part of the same platform, so there’s no need for extra database connections or integrations, and you can reuse existing rules.
Conclusion
From a developer's perspective, if you already have Pega applications in place, building a CRM application in Pega has many benefits compared to using other tools. Pega offers a single platform for development, easy integrations, low-code customization, strong AI features, and great support for managing development and deployment. This makes it a smart choice for companies that already use Pega for other systems. It not only reduces the hassle of working with multiple platforms but also speeds up development and makes future maintenance easier.