Valerii K.
VK
Valerii K.
Business Development (SDK)
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Sales manager"
4.5/5
What do you like best about Terret.ai?

simplicity,

great view,

fast delivery,

speed, fast updates, ergonomy, easy of use, etc. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

hard to say,

most probably setting manual forecast is not user friendly view Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Verified User in E-Learning
Mid-Market (51-1000 emp.)
"Great tool to keep track of all my opportunities"
4.5/5
What do you like best about Terret.ai?

The interface is straightforward to use, and I can see all of my active opportunities, and work them more efficiently. I can make updates, changes, and quick edits, and that way, I perform better. The integration with SalesForce is great. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

No dislikes so far. In the past I couldn't edit some fields but it's solved now Review collected by and hosted on G2.com.

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.

Brandon B.
BB
Brandon B.
Enterprise Account Executive
Enterprise (> 1000 emp.)
"It's a great platform, I've enjoyed using it in my sales career very much."
4.5/5
What do you like best about Terret.ai?

I like the integration between it and salesforce as well as Linkedin sales navigator. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

I wish I could have more ways of filtering my accounts the way I like. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Mid-Market (51-1000 emp.)
"Great UX, auto-updates most fields to SFDC"
4.5/5
What do you like best about Terret.ai?

I am a new BoostUp user and so far has been a good experience and user friendly. Really appreciate only have to forecast once as whatever I record in BoostUp automatically updates in Salesforce. I prefer updating any notes (next steps, meddpicc, etc) in BU as it's faster and easier to use than SFDC. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Wish I could update all fields, like stage, as i have to go back and forth via BU & SFDC Review collected by and hosted on G2.com.

SM
Steve M.
ANZ & Japan Sales Operations Manager
Enterprise (> 1000 emp.)
"Very easy to use, but be clear about your internal processes"
4.5/5
What do you like best about Terret.ai?

The interface is extremely easy to use, and many different and flexible views are available. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

It can be difficult to establish "what if" scenarios Review collected by and hosted on G2.com.

Steve N.
SN
Steve N.
Account Executive
Enterprise (> 1000 emp.)
"Faster Forecast Reviews"
4.5/5
What do you like best about Terret.ai?

How quickly I can update my opportunities in real time. To easily see all my opps to one place and update key fields helps my productivity. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Nothing really, but sometimes the edits do not save immediatly. Review collected by and hosted on G2.com.

David O.
DO
David O.
Account Executive
Mid-Market (51-1000 emp.)
"The product just works. Simple, elegant, and -- most importantly -- it saves. me. TIME!"
5/5
What do you like best about Terret.ai?

ONE place for opportunity notes, updates, forecasts, and more. Saves me so much time! Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Forecast section could be laid out a bit better. Review collected by and hosted on G2.com.

Rashendra P.
RP
Rashendra P.
Commercial Account Executive
Computer Software
Enterprise (> 1000 emp.)
"Great Centralized Revenue Command Center"
5/5
What do you like best about Terret.ai?

BoostUp brings together data from multiple business applications in one pane of glass. It reduces the time our team spends reviewing opportunities, forecasting deals, and keeping our data up to date. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Sometimes edited field don't update right away. Must make sure you hit save and allow time for the various business applications to sync. 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"
4.5/5
What do you like best about Terret.ai?

I can see, in one view, all of my deals and the health of each deal. Giving me an objective view of what is highly like, likely or not likely at all to move forward from conversational insights Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

The comments AE cans make on forecast a limited in terms of flexibility to expand on free text format. Would prefer a larger window for editing Review collected by and hosted on G2.com.