Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Enterprise (> 1000 emp.)
"Great Tool"
3.5/5
What do you like best about Terret.ai?

Boost Up offers a reliable tool that integrates seamlessly with SFDC, providing a comprehensive overview of all deals in one place. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

While the color coding and deal ranking based on engagement could use some refinement, as inaccuracies may affect the perception of deal activity, it’s generally a minor issue. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Bird's eye view for all your forecasting needs"
4/5
What do you like best about Terret.ai?

1.The UI & UX to update the deal card, next steps and forecast has become super simple over the years.

2.It's super easy to map the activties & engagement of the AE's & provide an accurate view of forecast.

3.Proactively calls out the risk in the deal, which helps in easier deal reviews. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

1.The integration is semi - real time. So sometimes you have to wait till your CRM sync's with boostup for the update.

2. Would ideally like the call/zoom insights to weigh in on and affect the risk scores. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Very usefull dashboards"
4/5
What do you like best about Terret.ai?

Forecast are very usefull for day to day use Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Opportunities are too complex for day to day use Review collected by and hosted on G2.com.

KS
Kim S.
Mid-Market (51-1000 emp.)
"Allows sales to communicate forecast updates with ease"
4/5
What do you like best about Terret.ai?

For my purposes as a Sr Sales Exec, BoostUp provides an ease of reviewing and submitting weekly forecast updates to management - easily syncs and quickly updates with SFDC. I can review my forecasted pipe with quick reference via color coding and identify any opps needing more attention than others. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

On occasion, BoostUp's definition of which opportunities have received up-to-date engagement and those that have not is not 100% accurate - I will have opps that I have exchanged emails with during that week that will be denoted as opps that have not been engaged with in over 14 days. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"It is quite easy to use and can help with forecasting"
4/5
What do you like best about Terret.ai?

It is very user friendly and easy to move opportunites around Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

The lagging when updating an opportunity Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Enterprise (> 1000 emp.)
"Account Manager user of boostup for forecasting and deal management"
4/5
What do you like best about Terret.ai?

Usability, platform layout / controls, close integration with CRM Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

More forecasting layouts and graphical views of pipeline, comments tabs could be simplified, perhaps email push notifications could be also be integrated more deeply in product Review collected by and hosted on G2.com.

Priscilla T.
PT
Priscilla T.
Sr. Program Manager, GTM Enablement: Process & Adoption, Account Planning
Enterprise (> 1000 emp.)
"Solid tool for sales teams"
3.5/5
What do you like best about Terret.ai?

Customer support has been vital in launching the product and ensuring data accuracy after some previous discrepencies during the initial product launch. There are a lot of customizable features that are useful and the UI is easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Some of the features require a bit more explanation. It does not feel like a tool that is entirely turn-key. Perhaps some help text would be helpful to help users understand how metrics are calculated or displayed on the interface. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Sr. Business Strategy Manager"
4/5
What do you like best about Terret.ai?

I am able to see all of my sales info in one dashboard Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Sometimes I struggle with setting up the view for the dashboard correctly Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"I've had a great experience with Boostup."
4/5
What do you like best about Terret.ai?

It allows me to see all my opportunities in one place which helps me prioritize my tasks. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Sometimes it doesn't update very well or stops working altogether. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Enterprise (> 1000 emp.)
"Great Salesforce integration"
4/5
What do you like best about Terret.ai?

It runs right inside of salesforce which makes submitting forecasts simple Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Took a minute to learn how to use and there are lots of menus that are irrelevant or too confusing to use. Review collected by and hosted on G2.com.