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Terret's Virtual Revenue Fleet

handles administrative work so your sales team can focus on building relationships and closing deals.

Turn sales into a revenue-generating machine

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Focus on high-value selling activities

Offload administrative tasks so reps can spend time on high-value relationship-building and strategic account work.

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Scale deal management capacity

Enable each rep to effectively manage larger books with comprehensive agent support throughout the sales process.

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Accelerate deal progression

Surface real-time insights into deal health, stakeholder engagement, and next best actions to move opportunities forward.

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Improve sales execution consistency

Ensure consistent application of sales methodologies and best practices across the entire sales organization.

HOW WE DO IT

Comprehensive Virtual Revenue Fleet for Sales Teams

Pipeline Generation Agents

Accelerate prospecting and lead qualification.

  • check-icon 1 Account Researcher: pulls financial reports, reviews market trends, and identifies whitespace opportunities
  • check-icon 1 Contact Finder: identifies key contacts and determines optimal engagement strategies
  • check-icon 1 Reference Finder: identifies successful customers, documents success stories, and connects references with prospects
  • check-icon 1 Presentation Creator: generates customized materials tailored to specific prospect needs
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 Summerizer: summarizes deal activity, identifies risks, and creates mitigation strategies
  • check-icon 1 Executive Briefer: prepares briefing documents to quickly get sales leaders up to speed
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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
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Meeting Optimization Agents

Maximize the impact of sales interactions.
  • check-icon 1 Meeting Briefer: prepares reps with relevant account history and meeting objectives
  • check-icon 1 Agenda Planner: optimizes time allocation and assembles required materials
  • check-icon 1 Call Assistant: records, transcribes, and summarizes meetings with action items
  • check-icon 1 Action Item Wrangler: tracks commitments and follows up on next steps automatically
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Revenue Intelligence Agents

See deep into revenue streams.
  • check-icon 1 Trend Finder: surfaces insights related to sales performance patterns, winning deal characteristics, and rep productivity benchmarks
Conversation Analytics
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TERRET DIFFERENCE

Why sales teams choose Terret

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Complete sales lifecycle support

Handle every aspect of the sales process from prospecting through close.

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Scalable sales operations

Enable sales teams to manage larger territories and deal volumes without proportional increases in support staff.

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Integrated revenue platform

Connect sales activities with marketing, customer success, and finance.

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 sales teams achieve:

• 40% reduction in administrative time for sales representatives

• 50% larger deal pipelines managed per rep with agent support

• 25% improvement in win rates through optimized sales execution

• 30% faster sales cycles with automated process management

Request a Demo