Keep Your CRM Data Clean and Up-to-Date Without Chasing Reps
As Revenue Operations leaders, you live the daily struggle of chasing reps to update the CRM. It’s essential because “if it’s not in the CRM, it didn’t happen,” and good data hygiene impacts many different areas of RevOps: Reporting, forecasting, process adherence, just to name a few.
That’s why we’re thrilled to announce Rattle’s new integration with HubSpot CRM—a game-changing solution designed to help you streamline your sales operations, maintain clean data, and stay focused on what really matters: driving revenue.
Why Revenue Teams Need Rattle
Managing revenue operations is complex enough without constantly chasing down reps for CRM updates or worrying about process adherence. That’s where Rattle comes in.
With Rattle, you can:
- Stop chasing reps for CRM updates: Automate the process with workflows between your Hubspot CRM and Slack. Rattle prompts reps to update deal stages, meeting outcomes, and more—all in Slack. The bi-directional synch between Slack and your CRM makes the process as easy-as-can-be!
- Create smarter workflows with AI: From deal collaboration to meeting follow-ups, Rattle automates key processes, freeing up your team’s time and ensuring consistent process adherence. Need to stay on top of your calls but short on time? Rattle AI delivers detailed meeting minutes, summaries, actionable next steps, and personalized coaching for your reps. With AI-driven intent signals, you can effortlessly sift through recordings and zero in on the most critical conversations, ensuring you only watch what truly matters.
- Improve visibility in your sales pipeline: Stay on top of what’s happening in your deals and involve the right people at the right time. With Rattle’s automation, you can ensure that key stakeholders are informed, engaged, and contributing when it matters most–not too early to waste their time, and not too late when the moment has passed for their input.
What Our Beta Customers Are Saying
Our early adopters are already seeing the impact. Kimberly Smircich, Sales Operations Manager at HealthNote, has been using Rattle with HubSpot CRM and Slack to streamline her team’s sales processes.
"Rattle has become an immensely valuable tool for us. It’s intuitive and customizable, saving me from spending hours on operational details. I no longer have to overthink workflows—Rattle gives me the tools and ideas to implement them quickly. It’s been a game changer in helping our sales team stay on top of their meetings and deal updates."
Rattle helped Kimberly’s team reduce time spent on manual tasks, improving efficiency and ensuring that their CRM data remained accurate. Imagine what it could do for your team!
See It in Action: Join Our Demo
Ready to see how Rattle can transform your sales operations? Meet with one of our team members to get a personalized demo and your questions answered.
Let us show you how Rattle can help your team succeed!
