Terret.ai Reviews & Product Details

Having everything centralized in one place is incredibly valuable. As a salesperson, it saves me both time and effort, allowing me to work more efficiently. Instead of navigating multiple platforms or juggling various tools, I have a single, streamlined point of administration. This makes it easy to manage tasks, access essential information, and focus on building relationships with clients rather than on time-consuming administrative work. It’s a huge advantage, simplifying my workflow and enabling me to dedicate my energy where it truly matters. Review collected by and hosted on G2.com.

-Certain forecasting options are not as accurate as we would hope, which unfortunately results in additional effort on our end. These limitations mean that we often need to invest extra time in manually adjusting or verifying data to achieve a reliable forecast. This added layer of work can disrupt workflow efficiency and delay strategic planning processes, especially when accuracy is critical. As a result, these forecasting tools sometimes fall short of our needs, prompting us to explore ways to enhance precision and streamline the process moving forward. Review collected by and hosted on G2.com.

I really like the Auto-fill feature for MEDDPICC that Terret.ai has, which fills out metrics, decision criteria, the paper process, and economic buyer information automatically based on calls. It's a real game changer because it gives me easy access to everything needed for accurate monthly and quarterly forecasting and helps ensure my reps hit their pipegen targets. The AI tools in Terret.ai were a big reason my team and I decided to switch from Salesforce, as they enhance forecasting rollup and provide better reporting from a pipeline building perspective. Review collected by and hosted on G2.com.

I don't have any specifics. It does everything I asked for in the original ask from my CRO once we decided we were going to look at Revenue tools. Review collected by and hosted on G2.com.

I like the simplicity of Terret.ai. I appreciate how it gives us clarity around each sales rep's forecasting and how those forecasts roll up to each sales leader. I find it valuable that Terret.ai helps pull insights from conversations into Salesforce CRM. We use features like forecast roll-ups, Week-over-Week pipeline changes by rep/manager, risk assessment, and AI insights the most. The initial setup was easy, especially because I had used Terret in my prior job. Review collected by and hosted on G2.com.

The quality of AI insights is not always consistent. Would like to have the ability to get AI insights across a pool of accounts/opportunities. Review collected by and hosted on G2.com.

I love using Boost up. It has some amazing native features that make working with it so simple. It's abilioty to customise your views for your organistaion is a game changer though. I feel like there is not one issue that we haven't been able to fully solve. A stand out is RevBI. I love having the ability to create dashboards in the tool itself. Review collected by and hosted on G2.com.

I would love to see more articles/ user viedos on their website. or even courses that users can take to become familiar with the tool. The support team is amazing and always quick to repsond and help out. I just personally love having videos on the internet to fall back on. The only missing feature we need is hierarchy forecasting. on our director levels we want to look at region rather than person. Review collected by and hosted on G2.com.

The sync with sfdc makes it very usefull Review collected by and hosted on G2.com.

nothing as such that dont like, overall it is good Review collected by and hosted on G2.com.

The new forecast and rollup feature is incredibly valuable as a manager Review collected by and hosted on G2.com.

Easier configuration and permissions to update for managers. Review collected by and hosted on G2.com.

BoostUp.ai gives real-time, AI-powered insights into my sales pipeline, helping me forecast revenue accurately. The platform is intuitive and easy to use, and I love how it integrates with Salesforce and other CRM tools. Its deal inspection and activity tracking features help my team stay on top of follow-ups and performance goals without manual effort. I’ve seen better team collaboration and higher forecast confidence since using it. Review collected by and hosted on G2.com.

The platform is powerful, but it can feel slightly overwhelming for first-time users due to its wide range of features. The mobile experience could be improved—it sometimes lacks the smooth navigation of the desktop version. Also, pricing may be a bit high for small teams or startups. Review collected by and hosted on G2.com.

Terret is really easy to use and has made a big difference in how I communicate with my management. It helps me stay on top of deals and makes forecasting much easier than trying to do it directly inside Salesforce. Review collected by and hosted on G2.com.

The only downside is that some analytics are missing, and there could be more ways to edit opportunities natively Review collected by and hosted on G2.com.

I love the easy integration to SFDC. BoostUp is my go-to every morning to review our forecast and I can make updates that easily sync to SFDC, I can review team notes, and get a great clean view of the current quarter forecast as well as future quarters. I also love how I can quickly and easily review previous quarters. Integrations with other tools also allow me to quickly see engagement between our team and the client. Review collected by and hosted on G2.com.

I personally had a bit of a learning curve in navigating the tool and setting my filters for the views I wanted. I also do not think I'm leveraging all of the features enough. Having intool navigation / training or even some hands-on training with the BoostUp team would help me leverage more of what I think BoostUp has to offer. Review collected by and hosted on G2.com.

Knowing the forecast of all teams in a region is easy to navigate and the powerful insights it provides gives a clear understanding about the deal closing probability. Its integration with SalesForce and the two-way synch is extremely accurate and helpful. I use it on a daily basis to go over deals with my team. Review collected by and hosted on G2.com.

I feel that the search feature is very unflexible (a comma, blank or parenthesis out of order) causes it to return no results.

on the other hand, sometimes the amount of results it gives makes it hard to pinpoint the right opportunity. Review collected by and hosted on G2.com.