Rattle allows small RevOps teams to match the output of large ones

Introduction

Terminus has been a Rattle customer since the 'beta days'. We're talking before Salesforce acquired Slack. Our team has been part of their growth and transformation for nearly four years. In the beginning the main reason to use Rattle was to integrate Salesforce to Slack. Since then, they have broadened their offering to support full process visualization, automation, and optimization for operations teams, all in the name of operational efficiency. 

What Makes Rattle Different:

1. Smooth Integrations: Rattle connects seamlessly with Salesforce, Slack, Microsoft Teams, Google Calendar, Gainsight, Gong, and other platforms, ensuring free data flow and reduced friction between systems.
2. No-Code Automation: Its no-code interface allows anyone to build workflows, democratizing process optimization without the need for technical expertise.
3. Real-Time Updates: Rattle ensures everyone always has the latest information, minimizing delays and errors.
4. Custom Alerts: Personalized alerts help keep teams proactive and focused on priorities. Being able to build prompts for follow-up actions or nudges provides proactivity that ensures improved data hygiene - which further supports forecast accuracy and productivity. 

With rapid feature development in AI and execution, Rattle aims to be the operational heartbeat for revenue teams by unifying workspaces and driving efficiency in decision-making. As it grows, Rattle is positioning itself as a key player in the revenue operations space.

Key Features

Our team leverages several key Rattle features to boost our operations:

We use the Board feature for proactive pipeline management. This tool integrates seamlessly with our CRM and allows for easy in-line editing through a familiar table format without needing to navigate Salesforce. This keeps CRM hygiene high while saving time, reducing manual errors, and allowing updates directly in Slack conversations.

Digest keeps the team informed with scheduled summaries and proactive notifications. Our end-of-day digests capture key deal movements, ensuring that we start each day with a clear understanding of our pipeline status.

We use Deal Rooms heavily for managing complex deals. Deal Rooms create a central space for all stakeholders to access real-time deal information, enabling smooth handoffs, consistent communication, and eliminating scattered email threads. This centralized approach has been invaluable for keeping everyone aligned throughout the deal cycle.

Imagine automatically adding internal team members to the Slack channel once they get involved in the deal, allowing them to quickly catch up on everything up to that point. Then, automating the conversion from a prospect channel to a customer channel, adding in the post-sales team, and then posting a full deal summary with key handoff information—all automatically keeping everyone on the same page.

Rattle AI Meeting Intelligence provides post-call summaries, identifies deal red flags, and offers insights on the likelihood to close. The generated meeting minutes and Slack integration for follow-up emails save time and help our reps focus more on moving deals forward.

Rattle AI Deal Intelligence gives us deeper insights into deal progression, helping understand why deals were won or lost. It generates deal briefs for new internal stakeholders, ensuring that everyone stays informed, and helps create valuable product feedback loops for refining strategy.

Atlas helps map out our processes visually, allowing us to align workflows with our revenue strategy. It provides critical visibility into bottlenecks and makes onboarding new members easier by offering a clear picture of our operations.