BoostUp.ai Avantages et Inconvénients

La facilité avec laquelle vous pouvez mettre à jour des champs disparates dans Salesforce à partir d'un seul endroit augmente considérablement la productivité en n'ayant pas à chercher le champ que vous souhaitez. C'est un guichet unique pour la prévision ! Avis collecté par et hébergé sur G2.com.

Lorsque je rafraîchis après avoir été déconnecté, ma vue ne se rafraîchit pas automatiquement et je dois changer de vue puis revenir à la vue que je veux, mais ce n'est qu'un léger inconvénient auquel je me suis habitué. Avis collecté par et hébergé sur G2.com.

J'adore l'outil et la flexibilité qu'il offre pour nous aider à le personnaliser afin de répondre aux besoins de l'entreprise. Le support client est de premier ordre. Ils collaborent avec nous et aident à résoudre tout problème en temps opportun. Ils ont fait preuve de beaucoup de flexibilité et ont créé de nombreux rapports et vues pour nous. Je recommanderais fortement ce produit. Avis collecté par et hébergé sur G2.com.

Je souhaite que nous ayons un accès téléphonique direct à l'équipe Boostup au lieu de seulement par e-mail. mais ils ont répondu après les heures de travail lorsque cela était nécessaire. Aucun autre problème. Avis collecté par et hébergé sur G2.com.

BoostUp.ai m'aide vraiment à obtenir une vue d'ensemble solide de tout mon pipeline dans les opportunités ouvertes dans Salesforce. Cela m'aide à me rappeler de mettre à jour les informations sur les opportunités que j'ai oubliées et à repérer les choses que je manque. C'est également excellent pour notre direction d'avoir toutes mes informations d'opportunités organisées dans une soumission soignée chaque semaine. Avis collecté par et hébergé sur G2.com.

BoostUp a tellement d'informations qui sont toutes très utiles, cependant cela peut être légèrement accablant lorsque vous le regardez pour la première fois. Avis collecté par et hébergé sur G2.com.

BoostUp is very intuitive. I appreciate that all data is pulled from Salesforce in an organized way. My team is then able to check deals in and out for the current quarter forecast. It helps me as a manager do trend analysis over time. The software is also very customizable to fit our use case. I manage a renewals sales team so our forecasting needs are a little different than the new business teams. Avis collecté par et hébergé sur G2.com.

Not really a critique but it is very customizable so you need to ensure only relevant information is pulled in your instance. Otherwise it can become noisy with all the data points in the interface. Avis collecté par et hébergé sur G2.com.

I appreciate how seamlessly it integrates with our internal CRM system, presenting information in a more accessible and user-friendly format. If I ever need additional details, I can easily click through to our CRM. I also value how updates on specific deals are clearly reflected, making it easy to analyze changes and saving me valuable time. BoostUp’s customer support is impressively responsive. When I encountered an issue exporting a large data set, I reached out for assistance. The support team promptly took on the task and quickly provided me with the export I needed. Their efficient and proactive approach made a real difference in resolving the issue Avis collecté par et hébergé sur G2.com.

As a BoostUp user working with large data exports, I’ve noticed that files over 5MB can take 30 seconds or more to download. While this isn’t a major delay, a faster export process would be a welcome improvement, allowing me to stay focused on tasks without the need to switch to other matters while waiting Avis collecté par et hébergé sur G2.com.

Ease of the platform, visually appealing, easy to track forecasting, budgets and quotas. Avis collecté par et hébergé sur G2.com.

Can sometimes be difficult to figure out where certain functions are in terms of refreshing the numbers Avis collecté par et hébergé sur G2.com.

BoostUp's customer service team is very responsive and quickly jumps in to fix issues or bugs. They also have a good feedback loop with their product development team and often will make product enhancements based on customer feedback within a timely manner. The product has come a long way in the last 2 years and is generally reliable and easy to use. Avis collecté par et hébergé sur G2.com.

When we initially implemented BoostUp 2 years ago the product was challenging to setup (even with onboarding support) and features were not as advanced as initially sold. BoostUp captures all customer interactions (emails, events, etc.) directly from outlook and provides a great visual page within the app BUT they do not currently offer reporting around these interactions. For example BoostUp flags when certain competitors are mentioned on individual Account or Opportunity pages but we can't create a report of all customers that have mentioned X competitor for example. Similarly many of the reports/dashboards are not very advanced or helpful. Avis collecté par et hébergé sur G2.com.

I prefer to use boostup over salesforce reporting for having a view of our teams opportunities & forecasts. The inline editing and column adjustments make it quick and easy to tailor a specific view and make edits on our opportunities - making it the simplest way for us to maintain good opp hygiene Avis collecté par et hébergé sur G2.com.

Engagement risk score doesn't necessarily work for our specific environment as we can have multiple opportunities for a given account being worked simultaneously - in the past by different opp owners. So we noticed at times it showed no engagement had been made on a given opportunity for months (increasing risk) - I think this may have had something to do with contacts being related to multiple opportunities and tracking against some deals but not others. This could very well be a limitation experienced because of our salesforce setup, but I recall we couldn't work through it when it was flagged. Avis collecté par et hébergé sur G2.com.

BoostUp.ai massively helps with sales forecasting by providing clear, actionable insights. Its intuitive interface offers clear forecast timelines, making it easy for induvidual contributors to monitor progress and identify potential bottlenecks. With quick sync to your CRM, you can seamlessly integrate your forecasts into your sales pipeline. The platform also allows sales reps to quickly view their progress towards personal targets and analyze historical data to refine future predictions. By eliminating unnecessary clutter and streamlining data input, BoostUp.ai ensures a focused and efficient forecasting process. Avis collecté par et hébergé sur G2.com.

BoostUp.ai can sometimes display inaccurate risk and MeddPICC assessments due to incomplete syncs with other sales tools like Salesloft. If a prospect isn't fully synced, the system may misinterpret engagement data, leading to false red or dark yellow warnings. Avis collecté par et hébergé sur G2.com.

What I like most about BoostUp.ai is its ability to provide clear visibility into forecasts by integrating well with Salesforce. It streamlines the process of tracking deals and ensures you're always on top of pipeline health. The AI-driven insights help identify risks early, and the tool makes it easier to manage forecasts across teams. It also offers a user-friendly interface that doesn’t require a lot of time to get used to, so I can focus more on sales and less on data entry. Avis collecté par et hébergé sur G2.com.

One area where BoostUp.ai could improve is in its integration with Salesforce, especially when syncing large amounts of data. Occasionally, there may be a slight delay in updates, which can require a bit of extra attention to ensure everything is fully aligned. Additionally, while the AI-driven insights are generally very helpful, they sometimes need a bit of customization or manual input to fully capture the nuances of more complex sales cycles. But overall, these are relatively minor challenges, and the benefits of using BoostUp far outweigh them. Avis collecté par et hébergé sur G2.com.