Rattle

Rattle is a strategic AI-powered revenue workflow engine designed to power modern go-to-market (GTM) teams. It bridges the gap between Customer Relationship Management (CRM) systems, primarily Salesforce, and collaborative communication platforms like Slack and Microsoft Teams. By bringing critical CRM data and actions directly into the tools your team uses every day, Rattle eliminates friction, automates tedious processes, and fosters a culture of execution and accountability. The platform is built on the belief that making the right action easy to perform at the right time by the right person is key to unlocking predictable revenue growth.

With Rattle, revenue operations (RevOps) leaders can build, optimize, and automate their entire sales process without writing a single line of code. The platform's AI capabilities provide intelligent suggestions and proactive alerts, turning your GTM team into a well-oiled machine. From maintaining pristine CRM data to managing deals and support cases, Rattle transforms your existing tech stack into a full-scale engagement platform.

How to use Rattle

Using Rattle is designed to be intuitive and requires no change management. The process begins by integrating your Salesforce instance with your Slack or Microsoft Teams workspace, a process that is quick and code-free. Once connected, you can use Rattle's workflow builder to create custom alerts and automated processes. For example, you can set up a workflow to notify a sales channel whenever a new high-value lead is assigned, or remind a rep to update a deal that has been idle for too long. Sales reps can then interact with these alerts directly in Slack, updating CRM fields, logging call notes, or advancing deal stages with simple button clicks. For support teams, a simple emoji reaction on a customer message in a Slack channel can automatically create a support case in Salesforce, with all subsequent conversations threaded for context.

Core Features of Rattle

• Strategic AI Agents: Rattle employs AI for several key functions. The CRM Data Agent proactively suggests validations for key fields to keep data effortlessly accurate, while the Deal Risk Agent provides a backstop against poor sales execution by flagging potential risks in real-time.
• Deal Rooms: Create dedicated, super-powered channels for your most critical deals. Deal Rooms bring together real-time signals, next steps, coaching, enablement resources, and A.I. summaries, allowing your team to sell as a united front.
• Bi-Directional Integration: Rattle offers a seamless, two-way sync between your CRM and communication tools. Updates made in Slack or Teams are instantly reflected in Salesforce, and vice-versa, ensuring everyone is working with the most current information.
• No-Code Workflow Builder: Empower your RevOps team to design and deploy complex workflows without any technical expertise. The intuitive UI makes it easy to set up triggers and actions for any process, from lead routing to forecasting.
• Support & Ticketing Flows: Streamline your customer support process by allowing cases to be created and managed directly from Slack. Use simple shortcuts or emoji triggers to initiate cases, and keep all updates threaded for easy tracking and collaboration.

Use Cases for Rattle

Rattle is versatile and addresses numerous challenges faced by revenue teams. Sales teams use it to receive deal alerts, update their pipeline on the fly, and collaborate on key accounts without ever leaving Slack. This saves each rep significant time daily and boosts CRM adoption. RevOps teams leverage Rattle to enforce data hygiene policies, automate forecasting reminders, and gain real-time visibility into the health of the pipeline. Companies like Dashlane have used Rattle to achieve 100% follow-up rates, while Moveworks reduced deals stuck in stage by 70%. It's also used to streamline handoffs between sales and customer success, ensuring a smooth customer onboarding experience.

Advantages of Rattle

The primary advantage of Rattle is its ability to act as a force multiplier for revenue teams. It drives significant efficiency gains, with some teams saving over 30 minutes per rep per day. By embedding CRM processes into daily communication flows, it dramatically improves data accuracy, leading to more reliable forecasting (up to 30% more accurate, according to users). The platform is incredibly easy to deploy and use, requiring no coding or extensive training. This leads to high adoption rates and immediate ROI. Ultimately, Rattle helps businesses win more deals, win them faster, and win them together by fostering a more collaborative, data-driven, and efficient sales culture.

Pricing and Plans

Rattle offers customized pricing plans tailored to the specific needs and scale of your organization. As it is an enterprise-focused solution, pricing is not publicly listed on the website. To get detailed information on plans and a quote, you are encouraged to book a demo with their sales team. This allows them to understand your requirements and propose a solution that best fits your GTM strategy.