Salesforce vs. BookingTek vs. Tripleseat: Which is a Better Fit?

Salesforce

Sales CRM

Mobile Sales CRM
Workflow Automations
Pipeline CRM
BEO Management
Lead Scoring
Contact Management

RPF Management

Workflow Automations

F&B Planning

File & Document Management
BEO Management

Contracts & E-Signatures

Workflow Automations
Payments & Invoicing
File & Document Management
E-Signatures
Contract Management

Reporting & Analytics

Chain Dashboard
Data Migration Services
Pace, Sales Activity, and GRC Reporting
Lead Scoring

Bookingtek (Meetings Maker)

Prospecting & Lead Gen

Contact Management/CRM

Inquiry Management

Lead Forms

Proposal Management

Customizable BEO, Proposal and Contract Documents
eSignatures
Content & File Management
Diagramming & Floorplanning

Workflow Automation

Task Management (Tasks & Reminders)
Client Communication Portal
Content & File Management

Contracts & Approvals

eSignatures
Customizable BEO, Proposal and Contract Documents
Contact Management/CRM
Diagramming & Floorplanning

Communication & Collaboration

Client Communication Portal
Itinerary Printouts
Content & File Management
Attendee Messaging
Contact Management/CRM

Payments & Compliance

PCI Compliant Payments

Attendee Management

Event Checkin Management
Contact Management/CRM
Meal Planning
Seating Management

Event Planning

Meal Planning
Seating Management
Diagramming & Floorplanning

Tripleseat (Group Sales Management Platform)

Sales CRM

Mobile Sales CRM
Workflow Automations
Pipeline CRM
BEO Management
Lead Scoring
Contact Management

RPF Management

Workflow Automations

F&B Planning

File & Document Management
BEO Management

Contracts & E-Signatures

Workflow Automations
Payments & Invoicing
File & Document Management
E-Signatures
Contract Management

Reporting & Analytics

Chain Dashboard
Data Migration Services
Pace, Sales Activity, and GRC Reporting
Lead Scoring

What Customers Are Saying

Most Recent Review

Highly recommended but reporting can be a bit tricky

Director of Business Travel from New York (United States)

BookingTek doesn’t have any clients that have vouched for the product

Account activity record not related to events or bookings

Director of Sales and Marketing from Honolulu (United States of America)

Most Positive Review

It's a major upgrade over whatever you had before

Regional Director of Revenue Management from San Francisco (United States)

Great way to handle events from drafting a contract to creating a BEO

from Shelter Island (United States of America)

Most Critical

It's a great service to use as a CRM, but is not best fitted for the hospitality world.

Regional Corporate Sales Manager from Beverly Hills (United States)

References

Tripleseat doesn’t have any references available