Terret.ai Reviews & Product Details

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.

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.

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 like that Boostup keeps all opportunities in an organized (and easy to manipulate) dashboard. This allows me to keep track of deals and keep up to date on status. I also appreciate that it's collaborative so that I can have check-ins with leadership without having to provide extra details and back and forth since everything is in Boostup. Review collected by and hosted on G2.com.

I wish there were more robust in-line editing fields that could pipe back into Salesforce. Would be nice to make updates in Bostup reports such as Stage and ACV. Review collected by and hosted on G2.com.

The platform is very easy to use and has a great integrations with Salesforce. I can have a wholistic view of my opportiunities when in BoostUp and can easily update opps from one centralized location. Which helps me provide a clean and updated forecast to my leadership every week. Review collected by and hosted on G2.com.

I wish their was more characters given for the notes section currently my environment only allows for 150 characters which sometimes preventing me from giving a fully detailed update. Review collected by and hosted on G2.com.

As a strategic SaaS seller, Boostup.ai gives me INSTANT insight into my pipeline. Any potential RISK is pointed out at a glance which has really helped me use my time more effectively and challenged me to be more proactive with my deals and next steps. Review collected by and hosted on G2.com.

Every time we have found a gap in the technology or a bug it has been quickly resolved by the awesome product team so I can't think of anything that I dislike besides some small nitpicky UI or small Salesforce synchronization bugs. A couple of examples:

- The forecast submission UI could be larger and easier to add details. There is only a small text window that can't be resized with limited formatting capabilities.

- Sometimes renewal opportunities are pulled into my pipeline. Other times the synchronization between Salesforce and Boostup.ai requires logging out and logging back in for changes to take effect in the dash. This is increasingly rare and the Boostup.ai team has worked tirelessly to resolve small bugs like this super quickly. Review collected by and hosted on G2.com.

I love that Boost Up allows me to organize my accounts by renewal period and track all of the necessary forecasting metrics. Boost Up also allows me to seamlessly share that information with our leadership team to give them insights as to how our business is doing. Review collected by and hosted on G2.com.

I don't like that when the "customer likely to" field is adjusted, it will error out unless you immediately scroll to the right and add a comment. It would be a more efficient process if the tool automatically prompted to you leave notes in the same step as changing that field and have it auto-populate. Review collected by and hosted on G2.com.