“Helpful pipeline view for teams”

Pros

It gives a high-level snapshot of all the opportunities across my team and highlights the most recent engagement for each one.

Cons

At times opportunity activity doesn't carry over correctly.

“too many clicks involved”

Pros

Nothing about it has been especially life-changing but I do enjoy being able to connect to Salesforce quickly.

Cons

I wish it included sticker filters. There's still a lot of clicking involved.

“Forecasting platform with real power”

Pros

Forecasting seems much simpler here and it offers more capabilities than many other forecasting platforms I have used.

Cons

The downside is having to submit the same information three times such as weekly, monthly and quarterly which gets a bit frustrating.

“Clear forecasts and CRM insights”

Pros

Terret.ai keeps things simple which has been a big plus. It gives clear visibility into each sales rep's forecast and shows how everything rolls up to sales leadership which is really helpful. Another part I value is how it pulls conversation insights into Salesforce CRM. The features we rely on most are forecast roll-ups, week over week pipeline changes by rep and manager, risk assessment and AI-generated insights. Getting started was pretty easy too especially since I had already worked with it at a previous job.

Cons

One issue is that the AI insights are not always consistent in quality. It would also be useful to have AI insights available across a broader group of accounts or opportunities.

“MEDDPICC autofill boosts forecasting”

Pros

One feature that's been a huge win for me in Terret.ai is the MEDDPICC auto-fill. It automatically pulls in metrics, decision criteria, paper process details and economic buyer info from calls which saves a lot of time and keeps everything organized. That's been a real game changer for accurate monthly and quarterly forecasting and it also helps make sure my reps stay on track with their pipegen goals. The AI capabilities were a major factor in why my team and I moved away from Salesforce since they improve forecast rollups and give us stronger reporting when it comes to building pipeline.

Cons

At this point I don't really have any specific complaints. It has handled everything my CRO originally asked for once we decided to evaluate revenue tools.

“SFDC sync that really helps”

Pros

Its SFDC sync makes the software really useful.

Cons

There's nothing in particular that I dislike about it as overall it's been good.

“Forecast rollups managers will value”

Pros

As a manager the new forecast and rollup feature has been incredibly valuable.

Cons

Manager configuration and permission updates should be simpler to handle.

“all in one hub for sales work”

Pros

Having everything in one centralized place has been a big win. As a salesperson it cuts down the time and effort I usually spend switching between platforms or managing different tools. With one organized hub for administration, I can handle tasks faster, pull up the information I need and spend less time on busywork. That makes a real difference because it lets me focus more on client relationships instead of getting stuck in administrative tasks. Overall it simplifies my workflow and helps me put my energy where it matters most.

Cons

One area that still needs improvement is the forecasting functionality. Some of the forecasting options are not as accurate as we need them to be which creates extra work on our side. Because of that we often have to spend additional time manually reviewing or adjusting the data to make the forecasts reliable. That extra step can interrupt workflow efficiency and slow down strategic planning especially when precision is important. At times these tools do not fully meet our needs so we are left looking for ways to improve accuracy and make the process more efficient.

“Better forecasts and deal tracking”

Pros

Using it has really improved the way I communicate with management. It's very simple to work with, helps me keep track of deals more effectively and makes forecasting far easier than trying to handle everything directly in Salesforce.

Cons

The only real drawback is that a few analytics features are still missing and it would be better if there were more native options for editing opportunities.

“Custom views and built-in dashboards”

Pros

Overall a really positive experience. It comes with some excellent native features that make day to day work easy to do. The option to customize views around the way your organization operates is a huge advantage. Honestly it has helped us solve just about every issue we've run into. RevBI is another highlight and having the ability to build dashboards directly inside the platform is something I really value.

Cons

One thing I'd still like to see is more learning content on their website, whether that's articles, user videos or even full courses to help people get comfortable with the platform. Their support team is fantastic and always responds quickly and helpfully but I still like having online videos I can refer back to when needed. The only feature we're really missing right now is hierarchy forecasting. At the director level we want to forecast by region instead of by individual person.

“Confident forecasts, stronger teamwork”

Pros

One thing that has really helped is the real time AI insight into the sales pipeline which makes revenue forecasting feel much more accurate. The interface is user friendly and easy to work with and the integration with Salesforce and other CRM platforms is a big plus. Deal inspection and activity tracking also make a difference for my team because we can stay on top of follow-ups and performance targets without having to do everything manually. Since we started using it, collaboration has improved and there's been a noticeable boost in forecast confidence.

Cons

There's a lot of capability in the platform but that also means it can feel a little overwhelming when you're new to it and still figuring everything out. The mobile version could use some work as well since navigation doesn't always look as good as it does on desktop. On top of that the pricing might be a stretch for smaller teams or startups.