BoostUp.ai Reviews & Product Details - Page 56

The ability to see our forecast in the most simple way and update the most important fields from one place.

I would also love to see the feature that managers have of how our pipeline changes according to time.

Another Review collected by and hosted on G2.com.

The drop down filters on the opportunities are a little complicated to understand.

Example:

- What does record type mean? I have to check all every time as I do not if I am missing out on anything.

- Changes since: If there is no change within the time frame would it not show? I always go and choose the longest period. Review collected by and hosted on G2.com.

one place that centralizes all the insights on accounts. Helps you follow up and keep up to date you accounts with accurate data straight from salesforce Review collected by and hosted on G2.com.

I do not dislike anything about it. I think everything is great there. I just need more training. Review collected by and hosted on G2.com.

Unified interface brings together all data, process and revenue roles in a self serve approach Review collected by and hosted on G2.com.

Should be ranked higher because the more data the better the product is Review collected by and hosted on G2.com.

Real time updates. Easy to monitor pipeline and changes in forecasting data. Easy to manage and submit forecasts. Review collected by and hosted on G2.com.

Has been very buggy to begin with and some difficulties managing variants in types of deals. Review collected by and hosted on G2.com.

Unified Front office interface that brings together all data, processes, and revenue roles

Self-service approach

Pace of innovation Review collected by and hosted on G2.com.

N/A - looking forward to functionality that allows for renewals forecasting Review collected by and hosted on G2.com.

Boostup makes opportunity management and forecasting very simple. The interface gives me a clear picture of where deals are within the quarter, combining all the data from Salesforce, and what are risks that need to be managed.

Along with that, the tools also makes pipeline management in terms how opportunities are moving in and out very simple. I rarely need to go back to Salesforce for any of my day-to-day sales management. Review collected by and hosted on G2.com.

There are some UI bugs that you need to figure out navigating around. It'll be great if the filters on the opportunity and pipeline section can be saved as a preference for the individual user. Review collected by and hosted on G2.com.

Integration with Salesforce makes updating my pipeline a breeze. Review collected by and hosted on G2.com.

I would like to see a few more custom fields. Review collected by and hosted on G2.com.

Boostup is very customizable. I implemented Clari at my last 2 companies and now giving Boostup a try as we found Clari to miss some key needs year after year. We are just ending our 3 month implementation and testing phase with a select sales group. Review collected by and hosted on G2.com.

The fact that is very customizable means you need to have a pretty good idea of what you want to see and how you want to see it. If you Sales and Finance leadership team have a clear view of exactly the cadence and visibility and amount of fields your reps are forecasting you'd be just fine setting up the basics. I think the UI is also not as clean at Clari yet Review collected by and hosted on G2.com.

Looking at real time changes in my pipe and forecasting - I can see at a high level and go into granular detail of what has changed with each deal. I also like the alerts to remind me to circle back, multi-thread, and manage "at-risk" deals. Also, the ability to update fields directly in BoostUp! I am far from an early adopter with new technologies, but this was so simple to implement into my workflow and really made my time management more productive and efficient. I like how it syncs with Salesforce and my calendar to ensure my meetings are meaningful (and going to happen), my engagement with stakeholders of different deals is intentional and impactful, and my pipeline is maintained in a way that will hopefully lead to quicker deal executions! Review collected by and hosted on G2.com.

Nothing, really! I know there are some kinks to work through, but primarily, the only frustrating this for me is when the platform surfaces deals that are "at risk" that really are not. For example, I might not have to multi-thread or speak to someone weekly to still know that the deal is being managed and feels viable. This is simply a nuance and nothing I would necessarily change because it is helpful to keep me in check. Review collected by and hosted on G2.com.

Intuitive, easy to use. I use this tool daily/weekly for quicker updates to my opportunities. Integration to Salesforce is awesome. Review collected by and hosted on G2.com.

I would love to see several opportunities under one account have the feature to duplicate Next Steps field versus copy/paste into each field. I'm new to the system so still learning all the capabilities. Review collected by and hosted on G2.com.