Rattle

What is Rattle?

Rattle is a comprehensive revenue workflow engine designed to help sales and revenue operations teams execute processes flawlessly and achieve predictable revenue outcomes. It integrates seamlessly with tools like Salesforce, Slack, and Microsoft Teams to automate routine tasks, improve CRM data accuracy, and provide real-time insights from sales calls. By combining no-code workflow automation with AI-driven analysis and coaching, Rattle empowers teams to maintain process adherence, identify deal risks, and collaborate effectively throughout the sales cycle.

Key Features

• AI-Enhanced Meeting Intelligence

  Automatically generates real-time notes, insights, and next steps from sales calls, with one-click CRM updates to keep data current.

• Deal Rooms for Collaboration

  Centralized spaces that provide real-time visibility into deals, enabling smarter decision-making and preventing deal slippage.

• No-Code Workflow Builder

  Enables users to create custom automated workflows that integrate signals from CRM and messaging platforms without any coding.

• Automatic CRM Data Entry

  AI-assisted data capture and validation reduce manual entry, improving CRM hygiene and saving time for revenue teams.

• Analytics and Process Optimization

  Provides detailed insights into engagement, revenue impact, and process bottlenecks to optimize sales execution.

• Instant Approvals and Support Flows

  Facilitates quick approvals and support workflows directly within messaging apps to maintain momentum and enhance team responsiveness.

Use Cases

• Revenue Operations Optimization : RevOps leaders can build and automate workflows to ensure consistent process execution and improve GTM efficiency.
• Sales Team Alignment : Sales teams use Rattle to stay aligned on deal progress, next steps, and coaching insights to close deals faster.
• CRM Data Management : Automates data entry and validation to keep CRM records accurate and up-to-date without burdening sales reps.
• Meeting and Call Intelligence : Extracts actionable insights from sales calls, enabling better follow-up and coaching based on real-time analysis.
• Cross-Functional Collaboration : Supports collaboration across sales, customer success, and support teams through integrated workflows and shared deal rooms.

FAQs