The Playbook

Automatically match new opportunities with the best-suited AE, ensuring a seamless and instant connection. No more wasted time on manual assignments or delayed notifications. This means your AEs can spring into action the moment a deal lands, building rapport and nurturing opportunities while they're still fresh.

Effortlessly onboard new customers with Rattle's seamless AE to CSM handoff. Our automated workflow sends all essential details straight to your CSMs' desks, setting them up for success from day one. Watch customer experience soar as your CSMs hit the ground running, fully equipped and ready to wow.

Rattle instantly pings the right manager the moment a new lead lands, ensuring lightning-fast assignment to a BDR. Make sure every prospect gets the quick and immediate attention they deserve.

This friendly reminder nudges reps to update overdue opportunities so your forecast stays fresh.

Rattle exposes the "missing feature" culprit behind lost deals. This data-driven workflow empowers sales leaders and product managers to see exactly what adjustments are needed to keep future deals rolling in.

Deals shifting quarters? Get notified instantly! Rattle gives you the inside scoop on forecast adjustments, keeping your pipeline crystal clear. See the "why" behind the move, empower leaders to adapt fast, and stay ahead of the curve, not behind the numbers.

Red alert! This notification throws a spotlight on stalled deals, before they can get buries in the parking lot. It instantly mobilizes key stakeholders, bringing the cavalry to get deals back on track and across the finish line.

Rattle keeps you sharp with timely alerts for expiring trials or POCs, so you're never caught off guard. No matter your GTM strategy, be it product-led or sales-driven, you'll be ready to seal the deal or end gracefully.

This automatic reminder ensures credit goes where it's due. When lead sources are missing, it prompts owners to fill in the gap, giving you detailed attribution data.

This game-changing workflow lets you log call notes straight from Slack, no more tedious shfifting between screens and logins. Each call becomes a custom Salesforce object, instantly searchable and packed with insights to fuel your sales intelligence.

Rattle unveils the truth behind every "no." This insightful workflow keeps your team in the loop, turning painful losses into powerful learning opportunities.

Missing MEDDIC fields got you stuck? Rattle gently nudges your team, reminding them to fill in the blanks.

Get instant apporval alerts for discounts, contracts, and payment terms. Review details on the fly, make quick decisions, and keep your eye on the prize: that booming revenue pipeline. Speedy approvals mean faster deals and happier customers.

Never miss a lead again. Rattle keeps your team laser-focused and accountable, ensuring lightning-fast follow-up on every prospect. Meet those SLAs with ease, maximize engagement, and watch your meeting rates skyrocket – no opportunity left behind.

Rattle throws out the "renewal scramble" and hands your team the playbook months in advance. Timely reminders nudge reps to lock in those key dates early, giving your Customer Success Managers the inside scoop they need to craft winning renewal strategies long before the clock strikes zero.

Stay a step ahead with Rattle's Meeting Intelligence. Identify new competitors before they become roadblocks. Our AI seamlessly scours sales calls on Zoom, Gong, or Chorus, uncovering potential challengers the moment they enter the picture. This intel empowers your team to perform lightning-fast competitive analysis, crafting winning strategies on the fly.

Get real-time alerts the moment new prospects engage, ensuring your business development team never misses a beat. Rattle seamlessly integrates these leads into your Outreach strategy, saving you time and maximizing conversion potential. No more waiting, wondering, or lost opportunities.

Turn handoffs into handshakes, not hurdles. This workflow bridges the gap between SDRs and AEs, ensuring a smooth transition for every lead. Key insights and detailed conversations are instantly available, empowering AEs to build rapport and convert faster.

This workflow delivers instant alerts when deals shift stages, giving sales leaders a real-time pulse on their pipeline. Gain immediate insights into deal velocity, identify potential bottlenecks, and make data-driven decisions that accelerate your sales cycle.

Gain greater control over your revenue stream with proactive renewal alerts. These timely notifications allow you to prepare strategic actions, personalize offers, and secure long-term partnerships that prioritize customer satisfaction and maximize value for your business.

Don't let momentum die after a productive discussion. Rattle prompts your sellers to instantly update next steps whenever a stage changes, keeping that pipeline flowing smoothly.

Every win deserves a roar, but Rattle makes sure your shout-outs go beyond a pat on the back. We give the deal team the spotlight they deserve, while firing up the whole crew for the next victory.