Prioritize your sales activity to close more deals and improve your forecast accuracy
June 10, 2022

Prioritize your sales activity to close more deals and improve your forecast accuracy

Alex Berg | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with BoostUp

We use BoostUp for more accurate forecasting, to "handi-cap" the deals we are pursuing and to identify risks in our close plan.
  • Makes forecasting more efficient by better organizing open opportunities for view through our deep Salesforce integration.
  • Highlights at-risk deals so we can better prioritize follow up activities.
  • Identifies specific aspect of our sales activity where we are lacking.
  • Would be helpful to receive notifications about at-risk deals based on whatever triggers we configure rather than only seeing that in the dashboard.
  • Generally happy w/BoostUp and can't think of any additional items at this time.
  • It would be great if we could link multiple opportunities that are associated with a common sales effort (for example, where there is one opp for the initial land and additional opps for potential expansion) to make it easier to update "next steps" and other fields associated with those opportunities.
  • Forecasting dashboard
  • Deal-specific insights
  • Too early to report

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Well Suited Scenarios: 1) Organizations that are particularly interested in accurate and timely forecasting, especially PE-owned firms that have significant growth commitments; 2) Organizations where managers are particularly time-constrained and need assistance prioritizing when/how to intervene and assist their reports throughout the sales process.

Less Well Suited: 1) Companies that have very short sales cycles (i.e., especially a one-touch close) where longitudinal deal insight is less valuable.