Terret.ai Features
Data Sourcing (4)
Data Sourcing
Compiles data from a breadth of either internal or external sources. This feature was mentioned in 319 Terret.ai reviews.
Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it. 319 reviewers of Terret.ai have provided feedback on this feature.
Interactive Dashboards
As reported in 338 Terret.ai reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.
Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region. This feature was mentioned in 320 Terret.ai reviews.
Predictive Analytics (4)
Lead Scoring
As reported in 316 Terret.ai reviews. Provides scores or rankings of each prospect based on the data provided.
Opportunity Scoring
Provides insights to determine which deals already in the pipeline have the best chance of closing. 354 reviewers of Terret.ai have provided feedback on this feature.
Risk Analysis
As reported in 351 Terret.ai reviews. Warns sales teams of accounts that may be at risk of being lost.
Live Forecasting
Provides live customer data so that sales organizations forecasts stay current. 361 reviewers of Terret.ai have provided feedback on this feature.
Sales Management (4)
Live Pipeline Management
As reported in 354 Terret.ai reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.
Sales Gamification
Enables competition between a sales team by providing things like challenges and scoreboards. This feature was mentioned in 301 Terret.ai reviews.
Account-Based Analytics
Based on 325 Terret.ai reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 342 Terret.ai reviews.
Call Analytics (3)
Call Recording
Records sales calls and facilitates playback 51 reviewers of Terret.ai have provided feedback on this feature.
Machine Learning
As reported in 52 Terret.ai reviews. Utilizes machine learning technology to analyze recorded sales calls
Call Analysis
Based on 54 Terret.ai reviews. Analyzes or facilitates the analysis of recorded and stored sales calls for insight
Agent Performance Management (3)
Customer Scoring
As reported in 56 Terret.ai reviews. Leverages technology to rate or "read" recordings to determine the impact of sales calls
Speech-to-Text
Transcribes sales calls from speech to text 48 reviewers of Terret.ai have provided feedback on this feature.
Artificial Intelligence
Based on 56 Terret.ai reviews. Utilizes artificial intelligence technology to discover insights within recorded sales calls
Revenue Sourcing and Forecasting (7)
Revenue History
Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 236 Terret.ai reviews.
Pipeline Management
Based on 243 Terret.ai reviews. Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Based on 237 Terret.ai reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Based on 213 Terret.ai reviews. Allows users to view data visualizations on several devices
Data Segmentation
As reported in 220 Terret.ai reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health 216 reviewers of Terret.ai have provided feedback on this feature.
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success This feature was mentioned in 205 Terret.ai reviews.
CRM Data Enrichment (5)
Calendar Sync
Automatically associates calendar invites to update deal progress in a CRM 218 reviewers of Terret.ai have provided feedback on this feature.
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM 224 reviewers of Terret.ai have provided feedback on this feature.
Conversation Intelligence
As reported in 212 Terret.ai reviews. Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
As reported in 198 Terret.ai reviews. Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM This feature was mentioned in 189 Terret.ai reviews.
Account Management (6)
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with This feature was mentioned in 207 Terret.ai reviews.
Account optimization
Maximizes account coverage by determining the optimal number of accounts per rep 199 reviewers of Terret.ai have provided feedback on this feature.
Historical Patterns
Identifies common themes among historical deals that are won or lost 201 reviewers of Terret.ai have provided feedback on this feature.
Rep Performance
Identifies common themes and actions amongst reps that close the most deals This feature was mentioned in 210 Terret.ai reviews.
Account Engagement
As reported in 197 Terret.ai reviews. Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
Based on 190 Terret.ai reviews. Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Generative AI (1)
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 14 Terret.ai reviews.
Agentic AI - Revenue Operations & Intelligence (RO&I) (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Conversation Intelligence (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives





