cuspera logo CUSPERA
Terret
Terret Sales Intelligence 4.0 173 reviewer insights

Terret: Sales Performance Management and Coaching for Sales Teams

AI Revenue Agent & Conversation Intelligence

Terret helps sales teams analyze calls and improve coaching through sales performance management. Teams use it to analyze sales calls, identifying key behaviors that lead to success, and receive real-time updates through tools like Slack. They also assess overall team performance, sending insights to deploy revenue playbooks that guide sales strategies. For example, the platform identified three key behaviors that top closers used to outperform others. An integration with the sales process let the team maintain strict infosec standards.

Is Terret right for your team?

Seen most for

Typical customer

Mid-size companies

100% of customer stories; 100% from financial services.

What teams use Terret for

Explore Terret use cases grouped by customer job. Click a use case to read the supporting evidence, or open a job to see detailed results.

Job
How widely used
Use cases
Also used for
Sales coaching and feedback Carta Conversation Intelligence
Common use
Sales team enablement and performance Carta Field Sales
Common use

Other use cases

Who uses Terret

IndustriesAggregated usage insights
Financial Services: 100%
Company sizeAggregated usage insights
Mid-market: 100%
  • Mid-market100%

Terret customer stories

Results reported in published case studies.

Carta

Financial Services · Medium

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used to outperform others....

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used to outperform others. Terret then built and deployed a playbook to 354 reps, updating call briefs in real time. Carta's CRO praised Terret for integrating seamlessly with their revenue team's workflow and passing strict infosec requirements. The solution enabled Carta to address root causes and drive better sales outcomes.

Carta

Financial Services · Medium

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used to outperform others....

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used to outperform others. Terret then built and deployed a playbook to 354 reps, updating call briefs in real time. Carta's CRO praised Terret for integrating seamlessly with their revenue team's workflow and passing strict infosec requirements. The solution enabled Carta to address root causes and drive better sales outcomes.

Carta

Financial Services · Medium

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used to outperform others....

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used to outperform others. Terret then built and deployed a playbook to 354 reps, updating call briefs in real time. Carta saw actionable insights delivered directly to sales teams, helping them address revenue challenges quickly. The CRO at Carta praised Terret for integrating seamlessly with their sales process and meeting strict infosec standards.

Carta

Financial Services · Medium

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used, leading to a new pla...

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used, leading to a new playbook. Terret deployed this playbook to 354 reps across 6,210 deals, updating call briefs in real time. Carta's CRO praised Terret for integrating seamlessly with their sales process and meeting strict infosec standards. The solution enabled Carta to address root causes and drive better revenue outcomes.

Carta

Financial Services · Medium

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used, leading to a new pla...

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used, leading to a new playbook. Terret automated playbook deployment to 354 reps and updated call briefs in real time. Carta's CRO praised Terret for integrating seamlessly with their sales process and meeting strict infosec standards. The solution enabled Carta to address root causes and take action quickly.

Carta

Financial Services · Medium

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used to outperform others....

Terret Nexus helped Carta improve sales team performance by analyzing 45,000 calls across 345 reps. The platform identified three key behaviors that top closers used to outperform others. Terret deployed a playbook to 354 reps, supporting 6,210 active deals. Real-time call briefs and actionable insights were delivered through Slack. Carta's CRO praised Terret for integrating seamlessly with their sales process and meeting strict infosec standards.

"BoostUp gives valuable data that drives effective conversations" - Curtis Hommes | Juniper Square

Video Thumbnail

Terret activities

From 173 reviewer insights.

Mentioned most

Rated highest and lowest

Terret News

Company

BoostUp Rebrands as Terret, Launches New Fleet of AI Revenue Agents to Supercharge GTM Teams

BoostUp has rebranded as Terret and introduced a new suite of AI Revenue Agents called the Virtual Revenue Fleet. This rebranding signifies a shift from a forecasting tool to a comprehensive AI system designed to automate and enhance the entire go-to-market process. The Virtual Revenue Fleet aims to double productivity by automating tasks across the revenue cycle, offering tools like Pipeline Builder and Machine Forecast. Terret's platform is already utilized by companies like MongoDB and Cloudflare.

Company

BoostUp Rebrands as Terret, Launches New Fleet of AI Revenue Agents to Supercharge GTM Teams -

BoostUp has rebranded as Terret, launching the AI Revenue Fleet to enhance productivity across sales, account management, and customer success teams. This rebranding marks a shift from a forecasting tool to a comprehensive AI system, automating the entire go-to-market engine. The Virtual Revenue Fleet, developed with partners like MongoDB and Cloudflare, aims to reduce GTM costs and complexity.

Awards

BoostUp Recognized for Complex Forecasting Capabilities in Report by Independent Research Firm

BoostUp is recognized for its complex forecasting capabilities by an independent research firm.

Product

BoostUp.ai Unveils Industry-First Multi-Dimensional Forecasting for New Generation Revenue Models - PR Newswire

BoostUp.ai introduces a new multi-dimensional forecasting tool designed to enhance revenue models for modern businesses.

Terret Profile

Company Name

Terret

Company Website

https://terret.ai/

Year Founded

2018

HQ Location

2040 Martin Ave, Santa Clara, CA 95050

Employees

11-50

Social

Financials

SEED