# Terret.ai Reviews **Vendor:** Terret **Category:** [Revenue AI Platforms](https://www.g2.com/categories/revenue-ai-platforms) **Average Rating:** 4.4/5.0 **Total Reviews:** 615 ## About Terret.ai Terret is the answer-to-action revenue engine that tells revenue teams what to do, then does it. Built for CROs, VP of Sales, and RevOps leaders running complex enterprise revenue motions. Most revenue AI gives teams surface-level recaps of calls and deals. Terret gets to the root of the questions that move the number — why enterprise deals are slipping, where pricing conversations are breaking down, which product gaps correlate with lost deals — and then executes against them across every rep, every deal, and every system. That's the category: not AI that tells you what happened, but AI that tells you what to do and does it. Terret's flagship product, Terret Nexus, is built on three components. The Revenue Graph unifies structured and unstructured data from every revenue-facing system — CRM, calls, emails, and data warehouse. The AI Architects run strategic analysis across that graph to find the patterns that drive wins. The AI Agents deploy playbooks, workflows, and real-time coaching into the tools revenue teams already use — Salesforce, Slack, Claude, ChatGPT, and the Terret web app. The system works through a four-step loop — Ask → Answer → Operationalize → Activate — and compounds over time, with every deal generating new signal that sharpens the next cycle. The result is an engine that answers the revenue questions no other AI can handle — why win rates are dropping, where closers are outperforming, which product gaps are costing deals — and then closes the gap without a human having to chase it down. Carta, Udemy, Cloudflare, and Mistral run on Terret. ## Terret.ai Pros & Cons **What users like:** - Users appreciate the **ease of use** of Terret.ai, facilitating seamless integration and intuitive navigation for quick access to insights. (130 reviews) - Users value the **quick and accurate forecasting** capabilities of Terret.ai, enhancing team collaboration and productivity. (73 reviews) - Users love the **seamless Salesforce integration** of Terret.ai, enhancing collaboration and visibility in sales forecasting. (65 reviews) - Users find the **user interface highly intuitive** , significantly enhancing their communication and deal management efficiency. (51 reviews) - Users appreciate the **seamless integrations** of BoostUp.ai with Salesforce, enhancing their sales forecasting and team collaboration. (48 reviews) - Opportunity Management (40 reviews) - Pipeline Management (39 reviews) - Intuitive (35 reviews) - Forecasting Ease (31 reviews) - Time-saving (30 reviews) **What users dislike:** - Users experience **connectivity issues with Salesforce** , leading to lag and difficulties in accessing opportunities efficiently. (31 reviews) - Users express concerns about the **confusing design changes** and user interface challenges of Terret.ai, impacting usability. (28 reviews) - Users find Terret.ai has a **steep learning curve** that can complicate initial usage, requiring guidance to navigate effectively. (22 reviews) - Users face **integration issues** with Terret.ai, particularly with Salesforce syncing and timely updates, causing some frustration. (17 reviews) - Users find **forecasting issues** prevalent, particularly with hierarchy and Salesforce data affecting their forecasting accuracy. (16 reviews) - Limited Customization (15 reviews) - Accuracy Issues (14 reviews) - Limited Features (14 reviews) - Inadequate Reporting (12 reviews) - Lack of Detail (12 reviews) ## Terret.ai Reviews ### 1. Boostup is a great tool to have everything in one place! Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Ronny B. | Senior Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** -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. **What problems is Terret.ai solving and how is that benefiting you?** Forecasting & administration ### 2. Revolutionized Our Pipeline Management **Rating:** 4.0/5.0 stars **Reviewed by:** Kody E. | Director of Account Management, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** Terret.ai provides easy access to accurate forecasting, ensures reps hit targets, and automates MEDDPICC data from calls, all of which simplify my processes. ### 3. Simplicity Meets Sales Efficiency with Terret.ai **Rating:** 4.0/5.0 stars **Reviewed by:** Imran M. | Vice President, GTM Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** I get clarity on sales reps' forecasts and insights from conversations into Salesforce CRM with Terret.ai. ### 4. boost up forecast reveiw **Rating:** 4.5/5.0 stars **Reviewed by:** Miguel g. | account executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** the easly way to forecast, more thna other forecating plattforms **What do you dislike about Terret.ai?** need to submit 3 times, week, month and quarter x.x **What problems is Terret.ai solving and how is that benefiting you?** the forecasting ### 5. Coudo be better, no real change since last year **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2023 **What do you like best about Terret.ai?** Nothing new has been life changing but I will say I enjoy being about to quickly link to Sales force **What do you dislike about Terret.ai?** I Would like it to have sticker filters. It's still a lot of clicking **What problems is Terret.ai solving and how is that benefiting you?** It's definitely making communication more seamless between sales and cross functional teams. It clarifies what's going on and allows for better tracking. ### 6. A tool for all forecasting needs **Rating:** 5.0/5.0 stars **Reviewed by:** Leandra L. | Sales Support, Systems, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** It gives us the ability to forecast as often as we want, as well as report on these forecasts. it takes away the need of spreadsheets to contro this highly important data. It also allows us to control how much information users are able to see. ### 7. Bootup review **Rating:** 4.5/5.0 stars **Reviewed by:** Dipesh J. | Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Terret.ai?** The sync with sfdc makes it very usefull **What do you dislike about Terret.ai?** nothing as such that dont like, overall it is good **What problems is Terret.ai solving and how is that benefiting you?** Getting things synced and sales insights ### 8. Great High-Level Snapshot of Team Opportunities and Recent Engagement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2026 **What do you like best about Terret.ai?** High level snap shot of all opps on my team, showing the most recent engagement of each opp. **What do you dislike about Terret.ai?** Sometimes opp activity does not map over. **What problems is Terret.ai solving and how is that benefiting you?** Helps me stay up to date on my sales team’s pipeline and quickly prep for calls with TerretGPT ### 9. Great platform for pipeline managemetn **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Terret.ai?** The new forecast and rollup feature is incredibly valuable as a manager **What do you dislike about Terret.ai?** Easier configuration and permissions to update for managers. **What problems is Terret.ai solving and how is that benefiting you?** Being able to track my team's deals through the quarter and year. ### 10. Smart Revenue Forecasting & Sales Insights in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Ajay K. | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai helps solve the challenge of inaccurate forecasting and low visibility into pipeline health. Before using BoostUp, we struggled to understand which deals were truly at risk and how reps were spending their time. Now, we get real-time, AI-driven insights into sales activities and deal progress. It helps us take action faster, improve forecast accuracy, and increase win rates. It’s especially useful for aligning revenue operations with sales goals. ### 11. Easy to manage your pipeline and forecast **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2022 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** The only downside is that some analytics are missing, and there could be more ways to edit opportunities natively **What problems is Terret.ai solving and how is that benefiting you?** It helps me with my forecasting, discussing deals progression with my management and follow up on the activities with my clients. It helps me understand what to focus on with my opportunities. ### 12. Great Experience with BoosUp.ai **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle N. | Director, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** The primary issue it is solving for me is clear and accurate forecasting and visibility into whats happening with deals both in current and future quarters. BoostUp makes this very easy and the integrations with other tools such as SFDC allow me and my team to update one location and have that push/pull into other areas where we need the data. I use the tool every day including forecast meetings, pipeline reviews, and 1:1's. ### 13. Amazing Forecast management **Rating:** 5.0/5.0 stars **Reviewed by:** Pedro C. | Director of Solution Engineering, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai has made me aware of every deal in the pipeline, and understand quickly with actionable insights the closing probability. The way the Business Inteligence embedded in BoostUp.ai understands all actors and interactions, the analytics on the communications and meeting frequency, instantly generating a score, allows for proactive reactions and action plans to be put in place to bring the deals back to the desired state. ### 14. Keep on top of deals and up to date reducing internal back and forth **Rating:** 4.5/5.0 stars **Reviewed by:** Brianna H. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 03, 2023 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** Boostup gives me a place to see all of my deals in one place and make sure they're accurate and up to date. Conversely, it allows leadership to review and understand my pipeline without a lot of internal discussion since what they need is already there! This saves a lot of time and confusion compared to companies where we didn't have a tool like this. ### 15. Great Tool to Ensure Pipeline Management **Rating:** 4.0/5.0 stars **Reviewed by:** Brenden M. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp has significantly improved the accuracy of my forecasts. By providing a centralized location to update all my opportunities, I’ve saved a considerable amount of time. I can quickly add notes, update the opportunity stage, set close dates, and adjust forecast values with ease. Since incorporating BoostUp into our processes, my percentage of closed business has increased by 30%. I believe this improvement is largely due to the enhanced deal control BoostUp has provided, allowing me to manage and track opportunities more effectively. ### 16. Insight you need to optimize your sales funnel **Rating:** 4.5/5.0 stars **Reviewed by:** Ian M. | Sr. Enterprise Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2020 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **Recommendations to others considering Terret.ai:** If you are trying to better understand your pipeline so you can forecast accurately and make better business decisions then you need to take a look at Boostup. Beyond having better insights for your leadership into which deals have the highest risk, Boostup empowers your reps to better understand their sales cycles and the risks in their deals. Quick analysis of pipeline makes 1:1's and forecast meetings more productive. Spend time talking about deal strategy instead of the usual... "what's going on with this deal..? what are your next steps..?. when is this going to close and why...? "... **What problems is Terret.ai solving and how is that benefiting you?** - More productive forecast meetings with leadership - Better handle on my pipeline without having to run reports in salesforce or fiddle with dashboards - Planning my weekly, monthly, and quarterly activities is made easy with the insights and analysis that Boostup.ai makes available to me as a IC. ### 17. Boost Up makes forecasting renewals a seamless experience! **Rating:** 4.5/5.0 stars **Reviewed by:** Emily D. | Account Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2023 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** Boost Up allows our teams to track and analyze our sales data so that we can forecast our upsells, churn risks, and renewal business accordingly. This also allows our leadership to have visibility into the health of our sales. ### 18. Having used other tools, absolutely blown away by the simplicity and depth **Rating:** 4.5/5.0 stars **Reviewed by:** Kelly W. | Enterprise Growth Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** With their recent UI overhaul, I have really enjoyed the layout changes and overall look and feel to the platform. Coming from other competitors, this was definitely a great experience knowing that forecasting is easy, tracking progress and renewals are easy as well as new business accounts + rollup. I love the added level of detail that you can include with boostup knowing how well it integrates with major conversation intelligence products like Call AI. Very clean design overall makes it a breeze to utilize almost daily. Love how easy it is to have one place in order to update my accounts and forecast without having to switch back and forth in SFDC. Depending on how it is set up, however, you can run into snags, but for basic edits and date changes, etc. it has been an amazing tool for us. **What do you dislike about Terret.ai?** When you first log into BoostUp for the first time, it can be pretty overwhelming coming from other simple forecasting tools. For the longest time there were some challenges with UI and UX, but those are mostly fixed now. It's still not widely known it feels like which is something I wish more people knew about. The only other complaint that I have is around dashboard level information. When logging into competing products, it feels like I can gather and assess a lot of information about the account rather quickly which I would love to see additional templates and or functionality built in would be great. **What problems is Terret.ai solving and how is that benefiting you?** Clarity into forecasting. Gives me a thermometer approach to understanding likelihood of an opportunity closing vs. taking a look at false positives and arbitrary numbers. Having the most information possible, I can now quickly see where I need to focus as a rep to have the most impact. Given that a lot of information is housed within CRM, BoostUp allows me to surface those potential signals and convert quickly and make a plan of attack. It gives teams that leverage it, a realistic approach to understanding if a deal is going to close or not. ### 19. Transforming Sales Success with BoostUp.ai: A Must-Have Platform! **Rating:** 4.5/5.0 stars **Reviewed by:** Seth B. | Enterprise Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** BoostUp.ai has been a game-changer for our sales team! The platform's AI-driven insights and predictive analytics have given us unprecedented visibility into our pipeline, allowing us to accurately forecast and prioritize deals. The real-time coaching and deal management features are fantastic, helping us identify potential risks early and take proactive action. BoostUp.ai has streamlined our sales process and made our team more efficient, productive, and successful. The customer support has been top-notch as well. I highly recommend BoostUp.ai for any organization looking to elevate its sales operations and drive growth! We use it at least 2 days a week in forecast calls and our weekly team meets. I cant speak on integration or implementation cause they had been using boostup prior to my start date. **What do you dislike about Terret.ai?** One area for improvement is the limited customization options within the platform. While the out-of-the-box features are robust, a bit more flexibility in tailoring dashboards and workflows to our unique needs would make the platform even better. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai solves several sales challenges, including: Inaccurate Forecasting: Provides AI-driven insights for more reliable forecasts. Limited Pipeline Visibility: Offers real-time deal and pipeline tracking. Inefficient Deal Management: Streamlines deal workflows with automation. Lack of Sales Coaching: Delivers data-backed, real-time coaching to reps. Deal Slippage: Flags at-risk deals early for corrective action. Inconsistent Performance Tracking: Centralizes sales metrics for better tracking. Manual Reporting: Automates reporting, saving time and boosting accuracy. ### 20. A Fantastic Tool to Boost Productivity **Rating:** 4.5/5.0 stars **Reviewed by:** Paul T. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Terret.ai?** The ease with which you can update disparate fields in Salesforce from a single location significantly increases productivity through not having to search around for the field you want. It's a one stop forcasting shop! **What do you dislike about Terret.ai?** When I refresh after having been logged out, my View does not automatically refresh and I have to change View and then change back to the View I want but it is only a minor inconvenience that I have gotten used. **What problems is Terret.ai solving and how is that benefiting you?** It solves the problem of having to search around for the key information on my accounts and bring it all into one easy to manage screen with easy to manage Views that allow me to slice and dice the data any way I want. It also allows me to update fields from many disparate locations from the one place making updating my opportunities easy. ### 21. Boostup is a powerful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jeannie W. | Senior Sales Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I love the tool and the flexibility it has to help us customize it to fit the companies needs. The customer support is top notch. They work with us and help to resolve any issues in a timely manner. They have shows lots of flexibilty and created a lot of customer reports and views for us. I would highly recomend this product. **What do you dislike about Terret.ai?** I wish we had direct phone access to the Boostup team instead of only email. but they have responded after hours when needed. No other issues. **What problems is Terret.ai solving and how is that benefiting you?** They help us with the analtics of each deal. they show us based on history if a deal will close to WON or LOST and are very efficent. They also allow us to get rid of the offline forecasting workbooks. Real time is the only way we should be forecasting. ### 22. Great for Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Josh S. | Mid Market Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** BoostUp.ai really helps me to get a solid overview of all of my pipeline I have in open opportunities in Salesforce. It helps me to remember to update info on opps I forgot about and helps catch things I miss. It's also great for our leadership to get all of my opp info organized into a neat submission every week. **What do you dislike about Terret.ai?** BoostUp has so much information that is all very useful, however it can be slightly overwhelming when you first look at it. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp is solving a need for our team to be able to organize our opps into one source and submit it to our leadership so that they have a clear overview of our forecast for up to three months out. ### 23. Intuitive and customizable to fit our business needs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** It helps us analyze changes to renewal forecast over time. We don't have a field tracking changes to forecast in SFDC so we rely on BoostUp. It also helps my team lock in commits and coach to those throughout a given period. I can see what they committed vs where they ended up. Our CSM is always willing to help us improve the user experience as well ### 24. Great tool integrated with CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 08, 2024 **What do you like best about Terret.ai?** 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 **What do you dislike about Terret.ai?** 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 **What problems is Terret.ai solving and how is that benefiting you?** BoostUp does an excellent job of reorganizing CRM data into a more streamlined and simplified format, making it much easier to analyze. The clarity in data presentation allows for quicker insights and a more efficient workflow ### 25. Comprehensive and data-driven approach to sales forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2021 **What do you like best about Terret.ai?** Ease of the platform, visually appealing, easy to track forecasting, budgets and quotas. **What do you dislike about Terret.ai?** Can sometimes be difficult to figure out where certain functions are in terms of refreshing the numbers **What problems is Terret.ai solving and how is that benefiting you?** The ability to have clunky information presented in an easy way and see my predictable pipelinexBoostUp.ai addresses several key challenges in revenue operations and sales forecasting, making it a valuable asset for businesses focused on improving forecast accuracy, pipeline visibility, and team alignment. Key Problems Solved by BoostUp.ai 1. Inaccurate Sales Forecasting: Traditional forecasting methods often rely heavily on manual input and lack real-time insights. BoostUp’s AI-driven analytics provide real-time, data-backed forecasts that adjust dynamically with changes in the pipeline, significantly reducing forecast errors. 2. Pipeline Visibility and Deal Health: Sales teams struggle to maintain up-to-date insights into pipeline health and at-risk deals. BoostUp’s platform offers a consolidated view of the entire sales pipeline, allowing teams to identify high-risk deals early, address potential bottlenecks, and ultimately increase win rates. 3. Time-Consuming Data Entry: Many sales tools require extensive manual data entry, which is time-consuming and prone to human error. BoostUp integrates seamlessly with CRM systems, automating data entry and ensuring that information is consistently accurate and current. 4. Limited Accountability and Team Alignment: In larger teams, it’s challenging to track individual performance metrics and align the entire team on common goals. BoostUp’s dashboards and analytics make it easy to track team and individual performance, driving accountability and alignment across the organization. ### 26. Soild and reliable forecasting tool with advanced features improving **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp gives us a tool to submit weekly forecasts and track key deals ### 27. Quick visibility **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** 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 **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** Salesforce hygiene (opportunities), forecasting process, reducing sales rep admin time, revenue predictability for leadership with insights ### 28. Offers clear forecast timelines, easy-to-view revenue dashboards, CRM sync for forecasting. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai streamlines the traditional, time-consuming Excel-based forecasting process, making it more efficient. By seamlessly syncing with your CRM, it eliminates redundant data entry, saving valuable time. Weekly forecast updates facilitate productive conversations between sales reps and managers, allowing for real-time tracking of deal progression. ### 29. A Powerful Forecasting Tool with Seamless Salesforce Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** 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. **What do you dislike about Terret.ai?** 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. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai solves the problem of inaccurate and time-consuming forecasting. It gives me real-time visibility into my deals and pipeline, syncing seamlessly with Salesforce. The AI-driven insights help me spot risks and opportunities early, allowing me to focus on high-priority deals and make more accurate forecasts. This saves me time, reduces guesswork, and boosts my confidence in the numbers I report. ### 30. Best Forecasting Tool Used! **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas A. | Mid Market Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Terret.ai?** Boostup is very seamless when updating opportunities. There is no / limited need to update from Salesforce. This saves hours per week! Boostup is also very reliable, as I haven't had any issues over 3 years of using. **What do you dislike about Terret.ai?** I am not a major fan of the design changes - specifically the change from easily clicking your pipeline, best case and commit deals **What problems is Terret.ai solving and how is that benefiting you?** There are many adminstrative tasks that need to be completed as an Account Executive. These would normally be through Salesforce, which would take hours but Boostup genuinely cuts this time in half. This allows time to be spent on tasks that move the needle in your role as an AE. ### 31. Fast way to forecast and keep accurate tabs on accounts... **Rating:** 4.0/5.0 stars **Reviewed by:** Robert C. | Renewals Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2024 **What do you like best about Terret.ai?** I really like how intuitive it is with Salesforce. I handle hundreds of accounts a quarter and BoostUp saves me time and effort in keeping on top of key accounts and their appropriate forecasting. I use it as my running to-do list of accounts throughout the current and next quarters. It also makes it easy to explain trends I am seeing in real time with my bosses. There's a lot the platform can do and I realize I am just utilizing a portion of what its capable of. **What do you dislike about Terret.ai?** The main downside I run into is sometimes the filtering doesn't filter how I want it to in the moment. Most likely user error on my part. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp helps me stay on top of forecasting and shows me and my leadership accurate changes in forecasting. ### 32. Transform Your Workflow with BoostUp **Rating:** 5.0/5.0 stars **Reviewed by:** Pushpanjali K. | Manager, Solutions Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 10, 2024 **What do you like best about Terret.ai?** BoostUp.ai has truly transformed the way I have visibility into the ROI and forecasting. As a manager and user, I've found the platform incredibly intuitive and efficient. One of the standout features for me is its seamless integration with Salesforce. The interface is clean and user-friendly, making it easy to track progress in real time. **What do you dislike about Terret.ai?** I love everything about BoostUp.It's reliable, feature-rich, and has become an indispensable part of my daily routine. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp offers robust analytics and reporting tools that provide me with valuable insights into my company's forecasting and performance. This allows me to track key metrics, identify areas for improvement, and make decisions to optimize revenue. ### 33. Seamless Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** BoostUp has been a game-changer for my workflow, providing an organized and accurate way to track my opportunities and forecast deals each quarter. The seamless integration with Salesforce makes it even more valuable, as it allows me to pull in relevant data effortlessly, keeping everything centralized. The platform’s insights allow me to stay on top of my pipeline without any guesswork or last-minute surprises. I love how intuitive it is to use, making it easy to keep my focus on strategy rather than tedious tracking. BoostUp has truly transformed the way I manage my deals from start to finish, giving me the confidence to stay ahead each quarter! **What do you dislike about Terret.ai?** Interface can be a little daunting at first but in actuality it's very easy to use. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp.ai solves the challenges of manual tracking, guesswork, and disorganization in deal forecasting. By integrating seamlessly with Salesforce, it pulls in all my relevant data, providing real-time insights and eliminating the need for time-consuming, manual updates. With BoostUp, I have clear, accurate forecasts for each quarter, helping me prioritize effectively and stay ahead without any guesswork. The centralized, easy-to-navigate platform also means I can keep my focus on strategy rather than administrative tasks. Overall, BoostUp.ai gives me a structured and accurate approach to managing my pipeline and forecasting success. ### 34. Transformative Platform for Sales Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** BoostUp has been a great addition to our sales operations. The platform is easy to use and provides clear visibility into our pipelines, making it simpler to track progress and spot potential risks early. The forecasting tools are accurate, giving us more confidence in our planning. Real-time alerts and insights help us stay on top of deals, and the customizable dashboards have improved teamwork and productivity. Their customer support also stands out—always quick to respond and very helpful. **What do you dislike about Terret.ai?** Few reports take longer to load during busy periods, and some advanced features take time to fully master. These are small inconveniences, though, compared to the overall value the platform brings. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp helps us tackle a few key challenges in our sales process. It gives us real-time visibility into our pipeline, which makes it easier to spot potential risks early and keep deals on track. The forecasting has been more reliable than what we were using before, helping us set better targets and plan more effectively. It also saves us time by pulling data from different sources into one place, so we don’t have to waste time on manual updates or reports. The custom dashboards and alerts keep our team focused and aligned, improving collaboration and making sure nothing falls through the cracks. Overall, it’s made our process more efficient and helped us stay on course to meet our revenue goals. ### 35. Boostup is great, preferred the previous UI **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** the ability to customize your opps dashboard by filtering what columns/data appears and sorting the opp order by reporting ACV. **What do you dislike about Terret.ai?** Pipeline dashboards are not very helpful and I am not sure if this is an issue with how our admin set things up, but it appears that when an opp becomes closed (won or lost), it removes that opp from being recognized and reported on as pipeline. so all it shows is the pipeline you have currently open and what time (quarter) it was opened in. Again, maybe its an admin setting but the Deals Progression page only shows opps S3 and later. wish it was all pipeline. I am in Commercial and have 7000 accounts. not sure what the accounts page is set up to do and how I can use it to my benefit. The activity tab seems pointless. Idk what I can get out of 77 meetings in the last week.... are those only tracking external or internal as well? not sure. Is there a way to see what inputs are creating the engagement and account risk scores? **What problems is Terret.ai solving and how is that benefiting you?** it gives us a single view point of our deals in pipeline and helps us forecast close dates and likelihood of winning. gives me a dashboard I can go into, get instant feedback on what my stats are. ### 36. Boostup does a number of things well that are just too clunky, hard or missing in Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** Modern UI, the ability to flexibly create views and save them for later saving a lot of time flicking through screens (or opening multiple windows with the SF forecast) to quickly get a comprehensive view of my pipeline and anything that rolls up to me. **What do you dislike about Terret.ai?** The one thing that I'm missing is the ability to customise the columns displayed on a per-user basis. What I want to see is different from what my reports want/need to see, and despite the fact that I can reorder columns, I would want to view different fields for different parts of my pipeline. **What problems is Terret.ai solving and how is that benefiting you?** Getting insights into my pipeline much faster than I could with vanilla Salesforce. Saves time week after week, for myself and most other sales managers vs using Salesforce built in capability. In the same vein, makes pipeline reviews much more effective and conversational (rather than system/click-focused) so that we spend less time as a group to get the same or better outcomes than before - and at the same time helps us find gaps in deals or pipe overall more effectively - we find more of them, so we plug more of them - which ultimately means higher revenue and better forecasting. ### 37. BoostUp Review **Rating:** 4.5/5.0 stars **Reviewed by:** Leigh L. | Commercial Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I like that I am able to roll up my forecast quickly, and utilize past roll-ups to make it even faster. It is a nice place to holistically understand my pipeline and opportunities for the quarter/ year. I also like that I can update fields directly in the tool and it integrates with my CRM. Makes my life way easier and I am able to use one tool for the most part! **What do you dislike about Terret.ai?** I do not like the new colors on the UI in BoostUp and the inability to change opps to closed lost. **What problems is Terret.ai solving and how is that benefiting you?** Forecast roll-up to my management. It makes it easy and seamless. ### 38. Best in class for clearly understanding our forecast. **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel C. | Senior Go To Market Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2024 **What do you like best about Terret.ai?** My favorite feature of Boostup is the ability to see the changes that have happened across the org over any selected period time and how that affects our forecast. Example: What happened to that $ amount from the Enterprise team that I saw last week? Historically this was a pain in the butt to look up in SaleForce but Boostup makes that type of question almost instantaneously available. **What do you dislike about Terret.ai?** The one downside is that boostup doesn't quite think about renewal opportunities in the most advanced way for looking at customer retention figures. It helps, but it is not a one stop shop for forecasting proprietary internal customer metrics. **What problems is Terret.ai solving and how is that benefiting you?** Boostup gives the clearest roll up view of our team's forecasts and allows managers to qualify the validity of the forecast without ever having to go into Saleforce. ### 39. Good UI, easy to use, understand, and navigate. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** As an operations lead, its easy to use and get a holistic view of how my Sales team is doing, how each opportunity is tracking etc. Seems to be very customisable to our needs as well (at least from a user perspective). Our CSM and support team are also quick to respond. Easy connections to core apps like google suite, salesforce and zoom **What do you dislike about Terret.ai?** Could do better in enabling more granular currency based reporting. Ideally would like to be able to view in multiple currencies since regional and global targets are set in different currencies as well. Right now you can only choose one to view in at a time, and is a complicated change to switch between currencies **What problems is Terret.ai solving and how is that benefiting you?** Holistic view of forecast to ensure hygeine across the board. Simple to use UI makes it a lot easier to use than directly editing on Salesforce ### 40. Great software **Rating:** 4.0/5.0 stars **Reviewed by:** Sharon S. | Customer Success Manager - Strategic Accounts, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** I use BoostUp as a CSM to update my forecast on a weekly basis and to have an overview of my renewals. It integrates seamlessly with Salesforce, and any change I make in Boostup immediately reflects in SFDC. I like that I have one clear overview of all my renewals and easy filtering options. It also helps my manager to keep a good overview of the team's forecast. **What do you dislike about Terret.ai?** There are no real downsides with Boostup. But I will say that an experienced SalesOps person could also build equivalent dashboards in SFDC directly. **What problems is Terret.ai solving and how is that benefiting you?** Keeping an overview of renewals Forecast accurately ### 41. Best Tool for Revenue Intelligence and Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** William M. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Terret.ai?** The platform offers real-time insights into my sales pipeline, allowing me to make data-driven decisions with confidence. The forecasting features are incredibly accurate and help me stay on top of my targets. I also appreciate how easy it is to use and navigate, with a clean and intuitive interface that makes accessing important data straightforward. The integration with other tools I use has streamlined my workflow and improved my overall efficiency. **What do you dislike about Terret.ai?** While the basic functionality is straightforward, it takes a while to fully grasp and utilize the more complex tools. Additionally, the customization options, although powerful, can be a bit tricky to navigate without extensive documentation or support. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp is helping me being more efficient with sales pipeline management and helping me solve inaccurate forecasting. It provides me real-time insights and predictive analytics, it helps me stay on top of my sales targets and make data-driven decisions. The platform's ability to integrate with my existing tools has streamlined my workflow, reducing the time I spend on manual data entry and allowing me to focus more on strategic tasks. ### 42. Quick and accurate tool to both forecast accurately and quickly **Rating:** 4.5/5.0 stars **Reviewed by:** Ken B. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** I find boost-up to be very user-friendly, especially after the latest update, which made the forecast button much easier to find — a feature I use 3 times a week. I also appreciate how seamlessly it integrates with Salesforce; any changes I make in boost-up transfer back to Salesforce remarkably quickly. Boost-up aligns closely with where my gut feel on deals is, and more importantly it helps me remain objective by separating my emotions from deal outcomes. This clarity makes it easier to evaluate deals I believe will close won versus those that actually do. Additionally, I find the risk rating score extremely helpful. **What do you dislike about Terret.ai?** I'd like a bit more from the platform, I'd like to be able to capture more information about my deals in it. This may be an admin configuration on our end. **What problems is Terret.ai solving and how is that benefiting you?** Forecasting accurately and quickly. ### 43. Best sales pipeline tool **Rating:** 4.0/5.0 stars **Reviewed by:** Shashin M. | VP of EMEA, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2024 **What do you like best about Terret.ai?** Makes it incredibly easy to track the team pipeline and identify the areas of support to make the sales team more successful. We run our weekly sales meetings using boostup, no more need to extract reports as the dashboard serves as the ideal mechanism. **What do you dislike about Terret.ai?** If you can integrate help / support videos within the applicaton screens, that will make it an even better experience. **What problems is Terret.ai solving and how is that benefiting you?** I use it to track the opportunities for my sales team and identify areas where they are facing challenges so that I can adequately support them to move the deals forward. ### 44. It's a great simple tool for forecasting that allows everyone to see what they are supposed to. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2023 **What do you like best about Terret.ai?** - It's simple and syncs some of the data (close date, next steps) back to Salesforce so we don't have to double work on this - It fulfills its primary goal very well which is foreacasting **What do you dislike about Terret.ai?** - Outlook log-in, our SSO has not been set up for some reason (Maybe not supported) - No overall view of how my team is performing. I don't need crazy granular details into my colleagues deal but an overall sense of how everyone is performing would be great. - It would be so much easier if we could overwrite the deal value from Boostup aswell and this would sync back into the "forecast value" in Salesforce **What problems is Terret.ai solving and how is that benefiting you?** Forecasting communication with leadership is easier and we spend less time on it with that kind of structure ### 45. Strong forecasting solution with great pipeline visibility. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Terret.ai?** BoostUp is an incredibly helpful solution for more effectively identifying, forecasting, and monitoring the development of pipeline opportunities over time. While I can't speak to the ease of implementation, the solution is very user friendly and is able to be picked up with limited / no training. The solution is the basis for our quarterly 'blitz' reviews, as well as our monthly reviews with Area Directors, and allows my team to quickly surface opportunities that we should partner with the sales team on over time. The integration with SFDC is also particularly helpful. **What do you dislike about Terret.ai?** The amount of data (while useful to have in a single screen) can get a bit overwhelming at times. Likely due to the way our team configured the solution, but more tailored screens by level / user function could be helpful. Again, this may be a capability available, but it is not one our team takes advantage of today. **What problems is Terret.ai solving and how is that benefiting you?** Quarterly 'Blitz' reviews of sales pipeline Monthly Area Director reviews of key opportunities Forecasting success on a quarterly basis All of the above use cases help solve cross-functional visibility problems we had before, and this enables us to more effectively target and support opportunities across the board. ### 46. Boost up makes forecasting very easy. It is also a great way to track your opportunities. **Rating:** 4.5/5.0 stars **Reviewed by:** Kristin B. | Federal AE, Enterprise (> 1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Terret.ai?** How the format pulls up forecasting features, reminding me of the various projections due to my boss weekly. **What do you dislike about Terret.ai?** I don't dislike anything. Perhaps there could be more features but I think it is great for what it is intended for. **What problems is Terret.ai solving and how is that benefiting you?** BoostUp allows you to see the previous weeks forecast which makes it very easy to understand what is happening with your sales number without having to spend time digging through opportunities. BoostUp also makes it easy to pull up sales opportunities. It is easier than creating reports in SalesForce itself. ### 47. Good Product, but not enough added value for me **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Terret.ai?** I like at boostup exactly what I like about Salesforce: You can see and control your pipeline very easily. Easy to filter, easy navigate! The "account risk" is a bit too negative. very red everywhere ;) However, I am quite good with Reports and dashboard at SF, therefore the value of Boostup is not enough for me. Unfortunatley I cannot say anything about the Implementation, Support or Integration. **What do you dislike about Terret.ai?** The added value is only so so for someone who knows Salesforce well enough. It is very good for managers and makes the pipeline work easier. I use it only once per week for giving the forecast. I'd rather like to do that via Salesforce. **What problems is Terret.ai solving and how is that benefiting you?** Creating and Managing my Pipeline during and before Forecasts. I like the easy navigation and the integration with salesforce ### 48. Generally very intuitive system has been critical for our business **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan W. | Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** September 17, 2024 **What do you like best about Terret.ai?** Generally very intuitive system has been critical for our business, especially given our Sales organization has been transitioning to a revenue-based quota & goaling model. This type of lens is a brand new way to look at things for our Sales leaders, and BoostUp has made this big transition much smoother given the degree of customization the system provides for things such as forecasting, reporting, drilling down into pipeline specifics for sellers / sales managers, etc. Simply put, the product has been mission-critical for us given where we are as a business. **What do you dislike about Terret.ai?** The only area that gives us a bit of pause is being able to see things like YoY growth rates, etc. but this is a bit more from the underlying Salesforce data itself and not necessarily a pure BoostUp issue. One area that we've struggled with as well has been figuring out how best to leverage BoostUp for executive reporting / data visualization coupled with doing scenario analysis / stress tests on our bookings forecasts based on pipeline generation. That said, once we become more familiar with the product we may better figure out how to do some of this. Overall minimal complaints! **What problems is Terret.ai solving and how is that benefiting you?** As mentioned in the body of our review, we have transitioned to a revenue based quota and goal model for the first time in our company history. BoostUp has been absolutely critical in navigating this big, fundamental change for our org! ### 49. Best tool I've seen for Deal inspection and automated forecasting! **Rating:** 5.0/5.0 stars **Reviewed by:** Byron F. | Solutions Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2024 **What do you like best about Terret.ai?** In a dynamic sales environment, BoostUp gives me give access and actionable items to quickly view and measure performance on demand and identify areas to improve results. The User Interface is logically laid out! **What do you dislike about Terret.ai?** Nothing so far. There is a bit of a learning curve which is to be expected. It took a bit of time for me to understand how to use all of the filters **What problems is Terret.ai solving and how is that benefiting you?** Streamlined visibility into engagement activity. Quickly being able to see my pinned views for my Open Deals on the Opportunity tab or on the Pipeline tab ### 50. Boost up is an intuitive pipeline forecasting system **Rating:** 3.5/5.0 stars **Reviewed by:** Axel Z. | Enterprise Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2024 **What do you like best about Terret.ai?** What I like best about BoostUp is the simple UX/UI giving me the ability to easily review my pipeline and get intuitive insights into my forecasts. **What do you dislike about Terret.ai?** The search functionality can be quite rigid. **What problems is Terret.ai solving and how is that benefiting you?** The primary problem that BoostUp solves is the ability to get straightforward insights into my overall sales pipeline. It also allows for simple management of deals and an overview of important information like close dates, and next steps. ## Terret.ai Discussions - [What is BoostUp.ai used for?](https://www.g2.com/discussions/what-is-boostup-ai-used-for) - [View Terret.ai pricing details and edition comparison](https://www.g2.com/products/terret-ai/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-19+08%3A07%3A42+-0500&secure%5Bsession_id%5D=8696279c-94fd-48c9-8587-6b5a5656cb98&secure%5Btoken%5D=ef30da905657b832dd61520f0b51d05ad815ff1898f45892322f643fe0709b64&format=llm_user) ## Terret.ai Integrations - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) ## Terret.ai Features **Call Analytics** - Call Recording - Machine Learning - Call Analysis **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Revenue AI Platforms** - Natural Language Interaction - Proactive Assistance - Autonomous Task Execution - Cross-system Integration - Decision Making - Adaptive Learning **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Interactive Dashboards - Data Segmentation **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Platform - Revenue AI Platforms** - Conversation Intelligence - Predictive Forecasting - CRM Data Enrichment - Actionable Insights - Risk Flagging - Workflow Orchestration - Sales Coaching - Pipeline & Deal Management - Customer Data Capture **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Generative AI** - AI Text Summarization **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Terret.ai Alternatives - [Clari](https://www.g2.com/products/clari/reviews) - 4.6/5.0 (5,494 reviews) - [Weflow](https://www.g2.com/products/weflow/reviews) - 4.7/5.0 (90 reviews) - [Gong](https://www.g2.com/products/gong/reviews) - 4.7/5.0 (6,433 reviews)