AW
andre w.
Sr Enterprise Account Executive
Enterprise (> 1000 emp.)
"Cloudflare user review"
4/5
What do you like best about Terret.ai?

not having to open up salesforce to make same updates Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

seems to be a bit of delay from salesforce to boostup sync Review collected by and hosted on G2.com.

Jenna B.
JB
Jenna B.
Enterprise Account Executive
Enterprise (> 1000 emp.)
"It is a great tool to use"
4/5
What do you like best about Terret.ai?

everything is clear and efficent, helps me stay organized Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

sometime it does not save the work you pdated Review collected by and hosted on G2.com.

Tom W.
TW
Tom W.
Account Executive
Enterprise (> 1000 emp.)
"Excellent tool to manage pipeline and forecast accurately"
4/5
What do you like best about Terret.ai?

I like the weighted score that measures how strong a deal is, helps to let me know what accounts need a touch point. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Doesn't share insights on deal strategy like some other pipe management tools. Review collected by and hosted on G2.com.

Anu R.
AR
Anu R.
Account Executive
Enterprise (> 1000 emp.)
"Good complement to Salesforce"
3.5/5
What do you like best about Terret.ai?

Easy to update notes and provide realtime visibility to business on Pipeline status Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Need to be able to make more Salesforce fields visible Review collected by and hosted on G2.com.

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

Track progression of deal with reminders throughout each stage of the deal cycle to ensure each deal trigger is met. I use this daily alongside SFDC. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Our boostup is rigid but its based on how we set our system up. Can't move forward if certain triggers aren't met. 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.)
"Straightforward and easy to use"
4/5
What do you like best about Terret.ai?

I like that it integrates into Salesforce and that it's easy to use as a rep. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

At first glance the UI looks a bit archaic but this is nitpicking. Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Verified User in E-Learning
Enterprise (> 1000 emp.)
"Manageable and easy to use"
4/5
What do you like best about Terret.ai?

Different points of view it allows me to review my pipeline. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

user interface takes some time to get used to and not the most friendly Review collected by and hosted on G2.com.

JG
Juan G.
Enterprise Account Executive
Mid-Market (51-1000 emp.)
"Great product especially for forecasting"
4/5
What do you like best about Terret.ai?

Ease of use. The display is easy on the eye and makes it for easing presenting Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

nothing really. Its only the second ever forecasting software I have used and its better. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Director of Rev Ops"
4/5
What do you like best about Terret.ai?

Very customizable and best in class customer support Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Reporting functionality needs a bit better UX/UI. Forecast functionality can be more forward looking. For example, more next quarter metrics like pipeline coverage for CQ+1 and CQ+2. Review collected by and hosted on G2.com.

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

The UI is great, changes can be made quickly. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

I wish there was a mobile app that had more full functionality Review collected by and hosted on G2.com.