BH
Brendan H.
Enterprise Customer Success Manager
Small-Business (50 or fewer emp.)
"BoostUp.ai CSM Review"
3.5/5
What do you like best about Terret.ai?

BoostUp is very helpful when it comes to forecasting and having all my accounts visible in front of me in from a commercial perspective depeding on quarterly, semi-annually, and annual outlooks. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Integration with Saleforces. I don't know if that's more salesforce's problem or Boost's. But there are times when my finance side makes changes on salesforce and that is not accurately represented on Boostup. Other times, if an opportunity is closed won or lost on salesforce it can throw off the forecasting in BoostUp. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Easy to use, love that it updates in Salesforce -with a few caveats"
4/5
What do you like best about Terret.ai?

It's user-friendly with a pleasing and somewhat simple interface, and makes it so much easier to update my pipeline without having to log into Salesforce, where some fields are editable and some are not. I would say it's a matter of minutes rather than 30-40 minutes if I were to edit directly in Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Sometimes the edits do not "take" so I have to do them again. Not sure if this is an issue with the integration into Salesforce, but it can be frustrating so I have to double-check my work. Review collected by and hosted on G2.com.

Tommy L.
TL
Tommy L.
Account Executive
Mid-Market (51-1000 emp.)
"Once you get used to the UI it makes forecasting smooth"
4/5
What do you like best about Terret.ai?

I like the insights I can get about forecasting trends Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

I was initially confused about the default forecast view. Also I did not like the amount gets overriden if you change which deals are included in the forecast. Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Verified User in E-Learning
Mid-Market (51-1000 emp.)
"Simple Way to Track SaaS Bookings"
3.5/5
What do you like best about Terret.ai?

I like how easy it is to see live bookings data pulled from SFDC. It also is a helpful place to track up-comming deals and determine the likelyhood of them closing on the closed date specified in SFDC. This is helpful for forecasting bookings which impacts top line and the rest of the P&L. I also appreciate the ability to see the sales process and how our sales team is communicating with our customers and prospects. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

It can be dificult to split ACV attainment between sales leaders when a split is approved. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Enterprise (> 1000 emp.)
"LR Boostup Review"
4/5
What do you like best about Terret.ai?

it has easy filters to use and relevant information tied to my opportunities. easy to submit forecast in the same window. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

when you fill out notes it does not auto save and does not provide a pop-up to remind me to click save before exiting out. this makes me redo my notes and also seem as if my notes are outdated to my manager

i cannot click an opp to open up salesforce in another tab. i must manually search the opp in a new tab

i cannot close lost an opp from boostup Review collected by and hosted on G2.com.

Payne S.
PS
Payne S.
Public Sector Account Exectuvie
Enterprise (> 1000 emp.)
"BoostUp is more user friendly"
4/5
What do you like best about Terret.ai?

I love the ease of use. I like how fast it updates, doesnt glitch, and love the integration with salesforce where I can quickly get to reports if needed. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

If at any point I need to click out of it to update or do something. I'd honestly rather just update and track EVERYTHING in boostup. Review collected by and hosted on G2.com.

Daniel S.
DS
Daniel S.
Strat Acct Exec
Mid-Market (51-1000 emp.)
"Boost up for sale"
3.5/5
What do you like best about Terret.ai?

I love how there is write back functionality and also give me the visibility into my business in real time with out having to dig through salesforce for the info I need Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

The sorting functionality needs to be worked on - if I sort by date it does not sort chronologically Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
"BoostUp empowers accurate sales forecasts and revenue growth with AI analytics."
4/5
What do you like best about Terret.ai?

- Forecast trends

- roll ups

- Deal progression

- Pipeline analytics

- UI of Boostup is user friendly Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

- Not able to have a report view of deals that are included week on week

- Forecast accuracy view is not currently present

- Customer support can be improved Review collected by and hosted on G2.com.

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

BoostUp provides clear insight to data within our CRM. It is also easy to change and update fields within BoostUP and know that it also updates the CRM. Or I can navigate directly to the CRM from BoostUp. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

An extra layer of tooling is sometimes cumbersome. Review collected by and hosted on G2.com.

Harrison B.
HB
Harrison B.
account Executive
Small-Business (50 or fewer emp.)
"Boost up Review for Forecasting"
3.5/5
What do you like best about Terret.ai?

I like how it works both ways with Salesforce so I can do forecasting directly within BoostUp, and my next step notes will also populate in SF. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Not much. I think I just need to learn more. Review collected by and hosted on G2.com.