Verified User in E-Learning
UE
Verified User in E-Learning
Enterprise (> 1000 emp.)
"Provides good overview of pipeline, opportunities, activities on account and is user-friendly."
4/5
What do you like best about Terret.ai?

It's intuitive and user-friendly - provides easy to read overview of accounts, activity and opportunities in a single view. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

- Views/fields often change within boostup due to platform updates .

- Renewal opportunies do not show up which often provides confusion and gaps.

- opportunities cannot be closed out within 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.)
"Account Executive"
4/5
What do you like best about Terret.ai?

BoostUp makes it very easy to keep track of my pipeline and allow for my managers to know how I am tracking each quarter or for the fiscal year. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

One thing I wish BoostUp would provide is what more clarity around my notes from SFDC if possible. Would love to put that recent information in my forecast for my managers to see. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"Great for updating notes and staying on top of pipeline"
4/5
What do you like best about Terret.ai?

I love that I can go in and quickly update all notes on all active ops. You can configure what rows you'd like to see and from there see all pertinent info. Bets part is all updates also update on the CRM via boostup. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

The left menu could be a little more intuitive. Review collected by and hosted on G2.com.

Ashley D.
AD
Ashley D.
Enterprise Account Executive
Enterprise (> 1000 emp.)
"One single view of your forecast"
4/5
What do you like best about Terret.ai?

I like that it operates similar to Scratchpad in the way that I can update all my opportunities in one spot for leadership to see. I can change deal sizes, close dates, and easily add notes. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

I wish there was an easier way to view all my opportunities besides making the screen smaller. It would be ideal if the opportunity view could be dragged up to view more opportunities. Review collected by and hosted on G2.com.

Sabina D.
SD
Sabina D.
Commercial Account Executive
Mid-Market (51-1000 emp.)
"Account Executive + Account Manager"
3.5/5
What do you like best about Terret.ai?

Easy to use, quick to make updates, and walking through it with others that haven't used it is simple. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

The layout can sometimes be a little confusing unless you've used it before. Review collected by and hosted on G2.com.

Megan Messuri B.
MB
Megan Messuri B.
Enterprise Select Account Executive
Enterprise (> 1000 emp.)
"Convenient and gets the job done"
4/5
What do you like best about Terret.ai?

speed of use, user interface and ease of make realtime changes Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

having to open salesforce in an external browser is a disjointed experience, some of the reports Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Mid-Market (51-1000 emp.)
"Boost up is great for reviewing pipeline and likelihood of opportunities closing"
4/5
What do you like best about Terret.ai?

Forecasting to managers is a breeze! It literally takes seconds to submit a forecast for months out. It integrates with Salesforce seamlessly. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Someimes the accuracy of deals closing is off. I've had an opportunity say there's a high likelihood of losing the deal and it closes the next day. 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.)
"Centralized reporting & forecasting"
4/5
What do you like best about Terret.ai?

I like the centralized reporting and trend analysis of deals based off of engagement Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

All contacts must be in salesforce oppty to properly measure engagement. While advertised as capable of updating next steps/close dates/etc without going into Salesforce, this functionality doesnt work for our implementation. Review collected by and hosted on G2.com.

RJ J.
RJ
RJ J.
AE
Enterprise (> 1000 emp.)
"makes life easier for a AE"
4/5
What do you like best about Terret.ai?

Everything consolidated. Easy navigation Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

there's a lag when I'm updating SFDC so when I'm doing bulk changes I have to go back and check all the time. Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Verified User in E-Learning
Enterprise (> 1000 emp.)
"I am reviewing my experience with BoostUp."
4/5
What do you like best about Terret.ai?

I like that it links directly to other softwares and makes for easy, transferrable notes. I also appreciate the forecasting tab to stay up to date with my sales stages. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

I wish I had capabilities to better set up to-do's and call directly from accounts. Review collected by and hosted on G2.com.