Rattle helps our sales team stay on top of their pipeline.
Rattle Workflows allows us to create triggers to notify our AE team when they need to take action on Opportunities or Accounts.
The tool is super flexible, allowing you to essentially make updates to any field you might have in your Salesforce instance directly in slack.
Implementation of the tool is very user friendly, and the out of box workflows provided by Rattle means your team can get up and running with the tool very quickly
The post-meeting workflows have been super helpful for us. After our AEs hold a meeting, a rattle workflow sends the rep a notification that allows them to take specific actions on the opportunity (Update DISCO questions, Progress stages, adjust the amount, adjust the close date, set next steps, etc).
Our team loves how simple it is to use Rattle to update data in salesforce.
The onboarding experience was great. Review collected by and hosted on G2.com.
Some additional filtering options for notification would be excellent. The Rattle team has been super responsive to recommendations for product features. Review collected by and hosted on G2.com.
101 out of 102 Total Reviews for Rattle
Overall Review Sentiment for Rattle
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We have been using Rattle to log calls and keep a report of our day to day efforts which has been helpful. The ability to integrate with Slack and Salesforce makes it easy to record our meeting data. This is genuinely a great feature Review collected by and hosted on G2.com.
Sometimes it might not pull data automatically else I have no issues with the tool Review collected by and hosted on G2.com.
Account Executives can create and assign tasks to their Inside Sales counterpart. Each IS rep supports around 10 AEs, and staying organized and understanding task progress is critical. IS reps check their Rattle Board (likely) every hour to make updates to open tasks and to see if there are any new tasks assigned to them.
With the /rattle-create Slack command, AEs can easily assign tasks to their IS counterparts, and the Rattle Board allows AEs and IS to update SFDC fields in directly from the board with in-line editing. Review collected by and hosted on G2.com.
It would be nice to have URLs hyperlinked / more formatting abilities in text boxes on the Rattle Board.
It does take a long time for Boards to pull up / switching between Boards. Review collected by and hosted on G2.com.
What I like most about rattle is it helps me track my daily mql's , leads or even fvc meetings very easily. It's prompt notification lowers my speed to lead and its slack integration makes logging meetings in salesforce very easy.Just by one click I can log my meetings and update all important salesforce fields without me having to switch multiple tabs everytime. I use it almost everyday and it makes my life work a lot easier to manage. Review collected by and hosted on G2.com.
Many a times the preview window of the bot which is integrated with slack doesn't open up and therefore I am unable to dive deeper into the details of a notification. Review collected by and hosted on G2.com.
Rattle is incredible for automating mundane tasks, creating and sharing real-time visibility with stakeholders and end users around the entire business, making alerts actionable, and keeping our data clean. It's crazy easy to set up, their team is extremely patient and caring, and the product is getting updated constantly so it's only getting better! We use it all day every day, and integrations are a breeze to set up. Review collected by and hosted on G2.com.
It's really hard to pinpoint anything I truly don't like about the platform, workflow, and results honestly. It does what it claims to do and honestly more. Review collected by and hosted on G2.com.
Rattle has been a game-changer in how I manage sales and customer interactions by seamlessly updating Salesforce directly through Slack. Its real-time notifications for customer calls have kept my tasks in Salesforce consistently up-to-date without the need to switch between apps. The ability to create custom workflows it's amazing, allowing you to send notification/take actions in different apps. Review collected by and hosted on G2.com.
Nothing so far. I haven't had any issues while usin Rattle Review collected by and hosted on G2.com.
We've been using Rattle for about a quarter now and it's one of the few slack extensions I use mutliple times a day. I really apprecaite the time savings through the automated creation of Slack deal win rooms that pull in the opportunity summary and notes. We are also able to save time updating SFDC next steps and notes through the slack ontegration. The ability to create rooms for custom logic is a huge plus.
Our Rattle account team has been extremely responsive and helpful through our pilot process. It was very easy to get individual contributors onbaorded but cannot speak to back end integration since I'm in sales. Review collected by and hosted on G2.com.
Rattle has a lot of positives but it can create a lot of noise in your Slack in you aren't careful with how you use it. Review collected by and hosted on G2.com.
makes me more efficient as a manager
makes updating opps easier/ quicker
can work quickly vs. updating individual leads which take sloger
i like the rattle dashboard/ reports all in one view
am able to modify views easily, very intuitive Review collected by and hosted on G2.com.
sometimes takes a while to save the update
forecast/ kanban view for managers would be useful where we can drag and drop things from one stag eto antoehr Review collected by and hosted on G2.com.
Very easy to use and a great team backing it. You can tell how fast they are innovating and how much they value input in what customers want to see to be sticky. They did a great job capturing the market in the Troops fumble. Anytime there is a question or issue, their team is quick to answer and lend a hand! Review collected by and hosted on G2.com.
There are aspects that aren't intuitive quite yet - things like formatting or errors. For formatting, you have to reference website material to know the shorthand for bold, italics, etc. rather than it being a button or even included in their nearby help text. More just a learning curve. Their error messages either don't include context to what made them error or it just doesn't fire and you have to catch that - simple example is if you try to set up a group DM with more than 8 members (a known Slack limitation) it'll allow it to save and then just never fire.
All that said, their team is incredibly responsive which makes all dislikes just annoyances, far from deal breakers Review collected by and hosted on G2.com.
Rattle is the next generation of Rev Ops execution! It allows us to streamline our deals, our sales process and our internal teams seemlessly. It automates more than just SFDC content but can also connects to 3rd party tools our teams uses every day! I am so beyond excited to fully launch Rattle at Twilio! Their team is AMAZING! They truely care about of success day in and day out! During our deal cycle, the CEO even made time to meet us in person along with their team on multiple occasions! The CEO, Sahil, even sent us a thank you email when the deal closed with his personal contact information! This type of customer support in unheard of! I cant wait to watch Twilio launch off with Rattle! Review collected by and hosted on G2.com.
Really nothing, so far our engagement from cold call through purchase and through implementation has been seamless and amazing. Review collected by and hosted on G2.com.
The implementation process was quick. Easy to build workflows. Allows even to send updates to Slack users who are not Rattle users. Allows to customize the layout of alerts more than I would have expected to be possible. Review collected by and hosted on G2.com.
I have experienced a few bugs, but nothing that their support team has not been able to quickly solve or even just logging in and out. Review collected by and hosted on G2.com.
