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Master SaaS Revenue With Terret's Virtual Revenue Fleet

AI agents that allow revenue leaders to confidently manage SaaS-based revenue.

Why SaaS companies struggle to efficiently manage SaaS revenue

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Limited productivity

Sales and CS teams spend too much time on administrative tasks instead of building relationships and closing deals.

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Complex revenue streams

Teams struggle to integrate SaaS revenues into a broader set of revenue streams that include subscriptions, usage-based, renewals, and expansions.

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Operational inefficiencies

Disconnected point solutions create data silos and workflow gaps across the revenue lifecycle.

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Resource constraints

Growing complexity requires more headcount, reducing margins and operational efficiency.

Terret's Virtual Revenue Fleet Elevates SaaS Revenue Management

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Offload administrative work

Deploy Revenue Agents to handle tedious tasks, freeing your team to focus on high-value relationship building and strategic activities.

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Single Pane of Glass

Consolidate SaaS revenues with other revenue streams to obtain a comprehensive view of top-line activity.

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Scale team capacity

Enable each seller and CS manager to handle more with comprehensive agent support.

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Accelerate revenue cycles

Streamline complex SaaS sales processes and surface risk before it derails deals.

HOW WE DO IT

Comprehensive Revenue Agent Fleet for SaaS

Pipeline Generation Agents

Accelerate SaaS prospecting and account expansion.

  • check-icon 1 Account Researcher: identifies expansion opportunities within existing accounts
  • check-icon 1 Contact Finder: tracks stakeholders across complex 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 SaaS use cases
Key Contact Engagement
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Deal Execution Agents

Streamline sales processes and deal progression.

  • check-icon 1 Sales Process Manager: surfaces next best actions and strengthens sales strategy
  • check-icon 1 Mutual Action Planner: coordinates multi-stakeholder buying 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 sales leaders up to speed
AI Agents
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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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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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Revenue Intelligence Agents

Surface insights for SaaS revenue.

  • check-icon 1 Trend Finder: surfaces insights related to win rates, renewal propensity, and expansion potential
Conversation Analytics
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TERRET DIFFERENCE

Why SaaS companies choose Terret

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Complete SaaS revenue lifecycle

Handle every aspect of SaaS revenue from pipeline generation through renewal and expansion with integrated agents.

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Multiple revenue model support

Unite subscriptions, usage-based pricing, product-led growth, and hybrid models within a single platform.

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Enterprise-grade

Deploy across global SaaS organizations with the security, scalability, and integration enterprises require.

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 SaaS revenue teams achieve:

• 35% reduction in administrative time for revenue teams

• 50% larger books of business managed per rep and CS manager

• 25% improvement in renewal rates through predictive health scoring

• 18% increase in expansion revenue through automated opportunity identification

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