Booker vs. Traction Complete

Booker is very user friendly with videos to help our staff who are setting up schedules. It has very robust features that our school district didn't really need when we piloted it. It has a great option for widgets to be added to websites, whether district or school site. We find that the more widgets are available, the more appreciative our parents are. This is definitely a product that is used in the business world and not in the school district world so it doesn't really have the personalization we need as a school district or a school sites. Should the site change its potential customers, it would be a great fit for us because scheduling is very challenging in a large school district, be it at the district level or at individual school sites

Incentivized

Traction Complete is very well suited for lead to account matching and for automatic, criteria based lead routing and processing. For example, when a lead is created, it can be matched to an account, and Traction Complete can populate account demographics like Industry or Annual Revenue. And once the lead's score reaches a certain threshold, Traction Complete can then evaluate any of the leads data (including the industry and annual revenue that the lead was previously enriched with), route the lead to a person or queue , and at the same time update the lead status and or enrich the lead with information to track funnel progression (e.g., MQL Date, Assigned Date, etc.).

• Booker is great for customer management. You can easily add customers with numerous areas to put additional information for them. With the addition of Frederick, sending out Birthday emails and contacting them via email is a breeze.
• I have found Booker to be extremely easy to teach new hires how to use. Because it is so visual, I find that anyone can pick up the basics of how to use this software very quickly.
• Booker makes it extremely easy for a company with multiple locations to be able to toggle between those locations.
• Frederick has been a great addition!

Incentivized

• Lead to Account matching
• Lead Routing
• Easy to configure and maintain in visual interface
• Many advanced functions to support different types of round robin, scheduling etc.

• Having multiple salons, somehow seeing clients' history from another location easier than having to open the other location's data
• Perhaps link telephone calls to Booker so software can recognize the client and open their profile. I know this is a long shot but ....
• Marketing tools tha integrate to the software

Incentivized

• Functionality for flow version management, e.g. properties / description fields
• Popup windows for flow elements are sometimes hard to move (but could be isolated to Safari)
• Broader self-service customer portal/knowledge base (but the support and customer success functions are very good)

Because I'm so familiar with it. I'll definitely reconsider.

Incentivized

Traction Complete continues to improve and innovate, and their staff does a great job of informing us of new functionality and how we can use it to get more value from Traction Complete. And at its core, it covers a gap inherent in Salesforce CRM - the fact that leads are a standalone object and not connected to the other main CRM objects like accounts, contacts, and opportunities. Traction Complete bridges that gap without requiring us to convert leads to contacts and degrade the data quality of the contact records. This functionality is key to a holistic process from initial inquiry to MQL, SAL, SQL, New Customer, and repeat business.

I think Booker is very simple for people who are trying to run a gym of about 200 or less clients with minimal apparel/product.

Incentivized

It's very usable overall and much easier than using native functionality. If there is anything I'd want to improve, and I'm being critical here, there are a few minor items. 1) It would be nice if the initial load time of flows was faster, but I understand that given the number of elements we have in the assignment flow, I should not expect a two second load time. 2) It would be great if the different flow versions had fields to capture properties/attributes like a verbose description to make version control better. My sense is that it will be available in a future version. 3) When editing flows, every now and then, the pop-up windows of elements are a bit sticky on the screen when trying to move/drag them - however, I usually experience this only in Safari and am often too lazy to fire up Chrome.

There is usually a long wait when calling customer service but I now use the messaging option and my questions are answered very quickly. Booker has helped me with situations I thought were out of their range. If it wasn't for Booker support I would be very lost and confused.

Incentivized

The support team at Traction Complete has always been responsive, knowledgeable, and professional. They took the time to understand our business needs and helped us during the initial implementation, as well as with configuration changes when needed.

As far as I know, implementing Booker into our business was fairly easy.

Incentivized

I've been part of 3 implementations, and the Traction Complete team has always met or exceeded expectations and delivered on their commitments/promises.

AccuPOS did not have a scheduling module or gift certificate management module when we switched and those were critical needs at the time. For such a small module, AccuPOS did a fantastic job directly and concisely bridging daily activity to QuickBooks.

Incentivized

Traction Complete offered more ease of use, less complexity, and an overall lower cost of ownership compared to other options. And while Salesforce can handle some of the automation, which requires more technical skill to configure, it does not provide the lead to account matching.

• Being able to book appointments as well as process payments securely is definitely a positive.
• The time employees have to spend to process a transaction is a negative.
• The time spent on trying to find the report you are looking for is a negative.
• Employees have a difficult time resolving any error or possible error in Booker because reporting is difficult to understand.

Incentivized

• Faster actioning of leads by routing them to the correct user without manual review
• Improved lead segmentation based on matched accounts demographics
• Lower maintenance of lead assignment and automatic processing