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Terret's Virtual Revenue Fleet

Offloads operational tasks so RevOps teams can focus on strategic initiatives and cross-functional alignment.

Scale RevOps impact

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Reduce operational overhead

Focus on strategic revenue optimization while AI Agents handle data analysis, reporting, and process management.

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Scale organizational support

Enable lean RevOps teams to support larger revenue organizations with comprehensive agent assistance across all revenue functions.

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Optimize cross-functional alignment

Effortlessly ensure consistent processes and data flow between marketing, sales, and customer success teams.

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Accelerate insights delivery

Gain real-time visibility into revenue performance, deal risks, and operational bottlenecks without manual data manipulation.

HOW WE DO IT

Comprehensive Revenue Agent Fleet for RevOps Teams

Forecasting Agent

Anticipate future pipeline in real time. 

  • check-icon 1 Delivers AI-driven projection of quarter-end revenue
  • check-icon 1 Generates forecasts for every revenue unit and team, including sales, CS, and marketing
  • check-icon 1 Executes processes for forecast submission, assembly, and review
Forecast Automation-1
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Revenue Intelligence Agents

Surface insights for revenue opportunities.

  • check-icon 1 Trend Finder: surfaces performance patterns across sales, marketing, and customer success teams
Conversation Analytics
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Pipeline Generation Agents

Accelerate revenue and process expansion.

  • check-icon 1 Account Researcher: identifies process optimization opportunities within existing accounts
  • check-icon 1 Contact Finder: tracks stakeholders across cross-functional buying committees
  • check-icon 1 Reference Finder: identifies successful customers, documents success stories, and connects references with prospects
  • check-icon 1 Presentation Creator: generates customized materials for different RevOps use cases
Key Contact Engagement
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Deal Execution Agents

Streamline revenue operations processes and organizational progression.

  • check-icon 1 Sales Process Manager: surfaces next best actions and strengthens RevOps strategies
  • check-icon 1 Mutual Action Planner: coordinates multi-stakeholder cross-functional processes
  • check-icon 1 Deal Analyst: assesses strengths and weaknesses and formulates risk mitigation strategies
  • check-icon 1 Executive Briefer: prepares briefing documents to quickly get revenue leadership up to speed
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Meeting Optimization Agents

Simplify call prep.
  • check-icon 1 Meeting Advisor: summarizes customer calls and researches meeting participants
  • check-icon 1 Agenda Planner: defines demo objectives and assembles call materials
  • check-icon 1 Call Assistant: summarizes sales calls and extracts key topics and implementation requirements
  • check-icon 1 Action Item Wrangler: documents new action items from sales processes, assigns owners and dates, and prioritizes and tracks progress
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TERRET DIFFERENCE

Why RevOps teams choose Terret

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Complete revenue operations platform

Oversee the full revenue cycle, from pipeline generation, to deal execution, to renewal and expansion.

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Scalable operational support

Enable lean RevOps teams to support large revenue organizations without proportional headcount increases.

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Unified revenue visibility

Generate a consolidated view of revenue across all streams including SaaS, usage, PLG, and renewals.

I’ve asked my team to build a next-generation GTM function. Terret has been an invaluable tool in service of this objective.
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Marjorie Janiewicz

Global Head of Revenue

Terret has become an integral part of our sales motion because they’ve done a superior job of addressing the full scope of my revenue team’s responsibilities.
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Jeff Perry

CRO

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See how RevOps teams achieve:

• 60% reduction in time spent on manual reporting and data analysis

• 3x larger revenue organizations supported per RevOps team member

• 40% faster implementation of new processes and system changes

• 95% forecast accuracy achieved by week 4 with agent-assisted operations

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