Sharon S.
SS
Sharon S.
Customer Success Manager - Strategic Accounts
Mid-Market (51-1000 emp.)
"Great software"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SM
Shashin M.
VP of EMEA
Mid-Market (51-1000 emp.)
"Best sales pipeline tool"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"It's a great simple tool for forecasting that allows everyone to see what they are supposed to."
3.5/5
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Enterprise (> 1000 emp.)
"Good Product, but not enough added value for me"
3.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Axel Z.
AZ
Axel Z.
Enterprise Account Manager
Mid-Market (51-1000 emp.)
"Boost up is an intuitive pipeline forecasting system"
3.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

The search functionality can be quite rigid. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Easy to Navigate UI"
4/5
What do you like best about Terret.ai?

I am a systems administrator so I interact with BoostUp purely from an Admin perspective. Adding users, as well as adding and removing fields is easy to navigate to and intuitive even though I am not using the platform everyday. Other RevOps platforms dont provide on-demand options when doing some administrative tasks but BoostUp has given me no headaches when doing this necessary work. As a Systems Admin I appreciate BoostUp's ease of use with minimal training. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

The layout of all of the fields at the top of a report fiew can sometimes seem a little chaotic. I have to stare at the screen for a good minute to digest it all and understand what I am seeing. 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.)
"BoostUp is very helpful add-on to SalesForce to make forecasting easier."
4/5
What do you like best about Terret.ai?

Integration to SFDC - if something in SFDC changes, it is very easy to see how my forecast is impacted. As a Sales Engineer, I can also see where my AEs have changed forecast that may differ from the technical opinion. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

I wish it was easier to take your prior forecast and edit from that starting point as opposed to creating and selecting all deals and values from scratch each time. 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.)
"My experience using BoostUp has been positive!"
4/5
What do you like best about Terret.ai?

I like that it offers easy integration into our crm, easy to use in terms of editing forecasts and other fields quickly. It does a good job at offering a full picture view that is easily digestible. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

At times the user interface can be difficult to maneuvar because the page resets and it takes away filters that have been applied to your search. Making you have to repeat filter settings often which can be time consuming. Review collected by and hosted on G2.com.

Jonathan M.
JM
Jonathan M.
Account Executive
Enterprise (> 1000 emp.)
"Seamlessly integrates with Salesforce and easy to use"
4/5
What do you like best about Terret.ai?

I like how all of the relevant information I need to keep updated is in the same place and is immediately synchronized with Salesforce Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

The mobile app is difficult to log in to and use. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Great for pipeline management and forecasting"
4/5
What do you like best about Terret.ai?

Bootsup offers a wide range of customisation, which at first can be a bit fo work to set up, but allows reps and managers to easily manage the sales cycle. With integrations with other platforms it really makes for a pweorful tool. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Some navigation on the screens/views is limted due to the amount of filters displayed on screen. So the filter options take up 80% of the screen then you get a small scrollable window to view the actual data you've trying to see. Review collected by and hosted on G2.com.