Jeannie W.
JW
Jeannie W.
Senior Sales Operations Manager
Enterprise (> 1000 emp.)
"Boostup is a powerful tool"
5/5
What do you like best about Terret.ai?

I love the tool and the flexibility it has to help us customize it to fit the companies needs. The customer support is top notch. They work with us and help to resolve any issues in a timely manner. They have shows lots of flexibilty and created a lot of customer reports and views for us. I would highly recomend this product. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

I wish we had direct phone access to the Boostup team instead of only email. but they have responded after hours when needed. No other issues. Review collected by and hosted on G2.com.

Josh S.
JS
Josh S.
Mid Market Account Manager
Mid-Market (51-1000 emp.)
"Great for Forecasting"
5/5
What do you like best about Terret.ai?

BoostUp.ai really helps me to get a solid overview of all of my pipeline I have in open opportunities in Salesforce. It helps me to remember to update info on opps I forgot about and helps catch things I miss. It's also great for our leadership to get all of my opp info organized into a neat submission every week. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

BoostUp has so much information that is all very useful, however it can be slightly overwhelming when you first look at it. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Intuitive and customizable to fit our business needs"
4.5/5
What do you like best about Terret.ai?

BoostUp is very intuitive. I appreciate that all data is pulled from Salesforce in an organized way. My team is then able to check deals in and out for the current quarter forecast. It helps me as a manager do trend analysis over time. The software is also very customizable to fit our use case. I manage a renewals sales team so our forecasting needs are a little different than the new business teams. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Not really a critique but it is very customizable so you need to ensure only relevant information is pulled in your instance. Otherwise it can become noisy with all the data points in the interface. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Great tool integrated with CRM"
4.5/5
What do you like best about Terret.ai?

I appreciate how seamlessly it integrates with our internal CRM system, presenting information in a more accessible and user-friendly format. If I ever need additional details, I can easily click through to our CRM. I also value how updates on specific deals are clearly reflected, making it easy to analyze changes and saving me valuable time. BoostUp’s customer support is impressively responsive. When I encountered an issue exporting a large data set, I reached out for assistance. The support team promptly took on the task and quickly provided me with the export I needed. Their efficient and proactive approach made a real difference in resolving the issue Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

As a BoostUp user working with large data exports, I’ve noticed that files over 5MB can take 30 seconds or more to download. While this isn’t a major delay, a faster export process would be a welcome improvement, allowing me to stay focused on tasks without the need to switch to other matters while waiting Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Verified User in E-Learning
Enterprise (> 1000 emp.)
"Comprehensive and data-driven approach to sales forecasting"
5/5
What do you like best about Terret.ai?

Ease of the platform, visually appealing, easy to track forecasting, budgets and quotas. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Can sometimes be difficult to figure out where certain functions are in terms of refreshing the numbers 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.)
"Soild and reliable forecasting tool with advanced features improving"
3.5/5
What do you like best about Terret.ai?

BoostUp's customer service team is very responsive and quickly jumps in to fix issues or bugs. They also have a good feedback loop with their product development team and often will make product enhancements based on customer feedback within a timely manner. The product has come a long way in the last 2 years and is generally reliable and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

When we initially implemented BoostUp 2 years ago the product was challenging to setup (even with onboarding support) and features were not as advanced as initially sold. BoostUp captures all customer interactions (emails, events, etc.) directly from outlook and provides a great visual page within the app BUT they do not currently offer reporting around these interactions. For example BoostUp flags when certain competitors are mentioned on individual Account or Opportunity pages but we can't create a report of all customers that have mentioned X competitor for example. Similarly many of the reports/dashboards are not very advanced or helpful. Review collected by and hosted on G2.com.

Verified User in Computer Software
IC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Quick visibility"
3.5/5
What do you like best about Terret.ai?

I prefer to use boostup over salesforce reporting for having a view of our teams opportunities & forecasts. The inline editing and column adjustments make it quick and easy to tailor a specific view and make edits on our opportunities - making it the simplest way for us to maintain good opp hygiene Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

Engagement risk score doesn't necessarily work for our specific environment as we can have multiple opportunities for a given account being worked simultaneously - in the past by different opp owners. So we noticed at times it showed no engagement had been made on a given opportunity for months (increasing risk) - I think this may have had something to do with contacts being related to multiple opportunities and tracking against some deals but not others. This could very well be a limitation experienced because of our salesforce setup, but I recall we couldn't work through it when it was flagged. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Enterprise (> 1000 emp.)
"Offers clear forecast timelines, easy-to-view revenue dashboards, CRM sync for forecasting."
5/5
What do you like best about Terret.ai?

BoostUp.ai massively helps with sales forecasting by providing clear, actionable insights. Its intuitive interface offers clear forecast timelines, making it easy for induvidual contributors to monitor progress and identify potential bottlenecks. With quick sync to your CRM, you can seamlessly integrate your forecasts into your sales pipeline. The platform also allows sales reps to quickly view their progress towards personal targets and analyze historical data to refine future predictions. By eliminating unnecessary clutter and streamlining data input, BoostUp.ai ensures a focused and efficient forecasting process. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

BoostUp.ai can sometimes display inaccurate risk and MeddPICC assessments due to incomplete syncs with other sales tools like Salesloft. If a prospect isn't fully synced, the system may misinterpret engagement data, leading to false red or dark yellow warnings. 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.)
"A Powerful Forecasting Tool with Seamless Salesforce Integration"
4/5
What do you like best about Terret.ai?

What I like most about BoostUp.ai is its ability to provide clear visibility into forecasts by integrating well with Salesforce. It streamlines the process of tracking deals and ensures you're always on top of pipeline health. The AI-driven insights help identify risks early, and the tool makes it easier to manage forecasts across teams. It also offers a user-friendly interface that doesn’t require a lot of time to get used to, so I can focus more on sales and less on data entry. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

One area where BoostUp.ai could improve is in its integration with Salesforce, especially when syncing large amounts of data. Occasionally, there may be a slight delay in updates, which can require a bit of extra attention to ensure everything is fully aligned. Additionally, while the AI-driven insights are generally very helpful, they sometimes need a bit of customization or manual input to fully capture the nuances of more complex sales cycles. But overall, these are relatively minor challenges, and the benefits of using BoostUp far outweigh them. Review collected by and hosted on G2.com.

Thomas A.
TA
Thomas A.
Mid Market Account Executive
Mid-Market (51-1000 emp.)
"Best Forecasting Tool Used!"
5/5
What do you like best about Terret.ai?

Boostup is very seamless when updating opportunities. There is no / limited need to update from Salesforce. This saves hours per week! Boostup is also very reliable, as I haven't had any issues over 3 years of using. Review collected by and hosted on G2.com.

What do you dislike about Terret.ai?

I am not a major fan of the design changes - specifically the change from easily clicking your pipeline, best case and commit deals Review collected by and hosted on G2.com.