Terret

Terret Customers

Terret is a revenue insights platform trusted by leading brands and high-performance revenue teams, including Integral, Responsive, Unily, and Resonate, for its ability to integrate CRM data with email and calendar insights to provide a comprehensive 360-degree view of pipeline engagement, significantly boost productivity, improve forecasting accuracy, and transform revenue reporting and deal reviews.

What do industry juggernauts and red-hot startups share?

They rely on Terret to unleash new levels of productivity in their revenue teams.

The revenue insights platform trusted by leading brands

Terret is trusted by leading brands in the industry to provide revenue insights and drive productivity.

High-performance revenue teams run on Terret

  • “We’ve had record growth with Terret and we’re expanding our sales team.”

    Liping Zhang, Head of Revenue Operations, Integral:

    “Our annual bookings have doubled with Terret.”

  • “It really gives me the ability to stay on top of my business to a level that my leadership has never been able to experience before.”

    Chris Schupp, RVP of Sales, Responsive:

    “We see a huge increase in productivity.”

    Tim Nicklas, Sr Sales Manager, Responsive:

    “I can focus conversations where they’re needed, rather than asking questions just to catch me up on what is happening with the opportunity.” “In a deal review, I use the agents to get a high level overview of risks, blockers, MEDDPICC, and I can focus questions and conversations there.”

  • Unily:

    Terret has fundamentally changed the way we do revenue reporting. “Terret helped Unily with their SalesOps.”

  • Resonate:

    Salesforce can never do what Terret does. It’s not designed that way. “Terret shows what’s going on in your pipeline deal by deal.”

Loved by the teams who use it every day

Risk, no more

“Combines seller reported data (CRM) with email and calendar to provide a full 360 view of engagement.”

Forecasting made easy

“I like the UI/UX and how easy it is to submit and understand my current pipeline. It integrated super well with Salesforce making it a great place to understand what I have going on AND the things I need to make sure to focus on to close deals.”

Revenue intelligence to another level

“Intuitive UX and fast access to pipeline data that matters.”

Improved forecast meetings and deal review

“It helps make deal review and weekly forecasting meetings run much smoother. All of the data we need to discuss is at a glance, easy to read, in one place! As an AE, it also helps me keep required SFDC fields updated with the easy to use format.”

Impressive software and support team to match it

“Great user interface to review opportunities and their progress through the funnel. We moved from Clari and this is a much better experience for RevOps and the sales users. The support team and success leaders are very responsive and helpful.”

Terret is a GAME CHANGER

“As a RevOps leader, I love that Terret is native to Salesforce and keeps my team in our CRM. The ease of use has certainly driven adoption. It’s also been an incredible boost to have predictive analytics, forecast trend data, and some powerful out-of-the-box reporting.”

Excellent Revenue Operations & Intelligence Platform

“Ease of use — effortless to update and leverage throughout the day to keep me on track!”

Makes updating Salesforce so much quicker

“Updating opportunities in my pipeline, changing dates, and updating next steps. It’s so much quicker! I also like the visibility of my activity; the visuals and access to data make it easy to know where to focus my time.”

Crystal Ball for Sales Management

“Terret provides a clear view into your team’s forecast and pipeline with zero distractions. The inline editing saves time updating SFDC, the engagement risk score provides valuable insight, and the customer support is very responsive.”

Lean & Modern Forecasting & Analytics Tool

“We are brand new users, but so far I’m loving how simple the configuration/implementation process has been. The Terret product is intuitive and our supporting team is responsive and quick to help.”