Salesboom vs. ServiceTitan

Make sure you give them a good idea about your sales process and discuss with them how your data will be imported.

ServiceTitan seems to be incredibly customizable depending on what is needed, and therefore I would recommend it in any case where customers and jobs are recorded and scheduled. It can be used in a variety of ways and has multiple functions, including revenue and inventory tracking. Whether a big or small company, I feel with proper training anyone could utilize ServiceTitan very effectively to improve both productivity and record-keeping.

Incentivized

• As a customer of Salesboom we get a dedicated CRM consultant that helps out with customizations, data importing, etc.
• Customer support is great.
• The CRM gets updated quarterly without user intervention.

• Real-time tracking. The biggest problem in logistics in, my opinion, is knowing if your products are arriving on time or not especially as it pertains to food, that was huge here.
• Most of our managers travel constantly from corporate to distribution because of how centralized the company is they needed something flexible that allowed them to run reports whenever and however.
• Ease of use - I'll be honest in that our employees are not the cream of the crop as it pertains to their education, this software made the learning process simple.

Incentivized

• The billing and invoicing needs a bit of improvement.
• We would like to see more ERP-like features.
• The customer self service portal needs improvement.

• We'd like to be able to text estimates (currently, email is the only function)
• We'd like to have audit trails on Customer and Location records (currently only at the job level)
• We'd like to be able to email/text the customer multiple options within estimates, like the techs can do on their tablet, it's just not a function that can be presented by the office.

Incentivized

I rarely run into any issues while using ServiceTitan other than the occasional scheduled maintenance. It is very intuitive and easy to learn, with many capabilities that can be suited to any job position in a business. The functions are consistent regardless of your department or use case, and can be easily customized to fit any and all of a company's needs.

Incentivized

We have a dedicated account manager and support. Whenever we need help we get it.

Salesboom worked with us from day one before purchasing our requirements. Once we rolled out the CRM implementation, their customer support is very helpful. The system is very user friendly, feature rich and the prices are very competitive.

Another Important advantage for Salesboom.com CRM is that they have a service level agreement, with an up time guarantee.

I haven't done product comparisons. ServiceTitan just had so many features we found helpful. From sales and job scheduling, to technician dispatching, to inventory tracking, to reporting and dashboards, to time cards, there was a lot that we were able to upgrade to with ServiceTitan. I think the company is growing and heading in a good direction.

Incentivized

• Less sales opportunities slip through the cracks.
• Reduces sales redundant tasks and saves time.
• Makes customers.

• We can more effectively retain customers and send them offers if it's been a while since their last visit.
• Our cash flow has dramatically improved because now the technicians invoice everything.
• We can get estimates out the door within the hour, not days later.

Incentivized