Use All of Your Data: How BoostUp Goes Beyond CRM Data for Effective Forecasting

Are you tired of vendors that expect you to change your sales processes in order to fit into their revenue forecasting and analytics systems? If you want a tool that can match your unique business use case, join Chad Cameron, Head of Solution Consulting, for a demo of BoostUp, a forecasting platform for any and every kind of revenue team.

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“We want to be the one-stop shop where you go to really answer all those hairy, scary questions.” - Chad Cameron

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It’s not just a forecasting tool, it's a revenue command center built as part of a modern tech stack with AI embedded from the ground up. You can run any revenue use case without changing the way you run your business. 

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The BoostUp platform has 3 components:

1. Forecasting 

View your forecast through the lens of sales, customer success, renewals, or operations. BoostUp supports complex account hierarchies to forecast at any level. Take your sophisticated forecast models out of Excel, and run them in BoostUp.  

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2. Deal inspection and coaching

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AI predictions alert CROs and RevOps leaders to changes in the forecast so you can drill down on deals and reports to identify why a deal might slip. Did the sales rep miss a step in the MEDDIC process? By viewing data through a behavioral lens, you can identify which behaviors are creating risk in an opportunity. 

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3. Deep revenue insights

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“The joke I love to use is that CRM has unfortunately turned into the Facebook version of your work life. All the good stuff goes in there, none of the bad stuff.” - Chad Cameron

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The CRM isn’t a single source of truth. Important forecasting data can come from many sources including email, communication tools, and support platforms. BoostUp plugs into your data warehouse and other systems, handles the ETL and data management processes for you, and allows you to interact with underlying data. 

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Jump to clip to learn more about the 3 components of the BoostUp platform

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BoostUp Features

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• A.I-driven accuracy and forecasting is a culmination of multiple models that give your team insight into where you’re going to land in your forecast based on historical data.
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• Slack integration and proactive alerts give you one-click alerts to changes in your pipeline. Set thresholds and limits that take you right to the opportunity for inspection.
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• Communication mining and sentiment analysis leverage AI to map all of your customer communication to the correct account and opportunity in your CRM with 98% accuracy. Highlight keywords, phrases, and positive and negative sentiments to identify gaps that will influence your forecast.
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• Flexible reporting and data integration helps you answer any question. BoostUp supports classic waterfall reports, Sankey progression charts, and helps visualize risk across stages. You can interact with data across sources like billing data, usage data, NPS scores, and monthly active users.
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Jump to clip to hear how BoostUp uses AI to analyze data from your communication systems 

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Is BoostUp right for your business?

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“What we've done is we've embedded AI into the tool. We built a modern infrastructure that actually allows us to give you excellent visibility to drive those excellent results.” - Chad Cameron

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BoostUp works with companies of all sizes, with brands like Cloudflare, Udemy, and Sisense. The platform integrates with Salesforce, with a bi-directional sync, and HubSpot for CRM. You can also ingest call recordings from tools like Gong, Chorus, and Mindtickle. Essentially, any software that generates a transcript can be integrated with BoostUp. 

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BoostUp charges per user, per month and bills annually. They’re competitively priced and the team is happy to share specific costs based on your unique scope. In terms of implementation ROI, BoostUp is the fastest revenue platform implementation on the market today, averaging 4 to 6 weeks to go live. 

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Once your initial implementation is complete, BoostUp offers self-serve configuration tools for full control over anything and everything in Settings. Connect with a sales rep and take a look at the blog, product videos, and tours by visiting boostup.ai.

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Jump to clip to hear about BoostUp implementation and speed-to-value

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