Rattle

The Revenue Orchestration Platform

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Overview

Rattle is a revenue orchestration platform that allows teams to create real-time, bidirectional integrations between Salesforce and communication tools like Slack and Microsoft Teams. This enables automated alerts, streamlined workflows, and the ability to update Salesforce directly from where the team is working. By improving data timeliness and quality, Rattle helps ensure that forecasting is based on the most accurate information.

✨ Key Features

  • Salesforce to Slack/Teams Integration
  • No-code Workflow Builder
  • Real-time Alerts and Notifications
  • In-line Salesforce Updates
  • Data Hygiene Workflows

🎯 Key Differentiators

  • Focus on connecting Salesforce to communication platforms (Slack/Teams).
  • No-code platform that is easy to set up and manage.
  • Strong emphasis on automating data hygiene and sales processes.

Unique Value: Rattle helps revenue teams work more efficiently by bringing Salesforce into the communication tools they use every day, automating processes and improving data quality.

🎯 Use Cases (4)

Improving Salesforce Data Hygiene Automating Sales Processes Streamlining Deal Reviews and Approvals in Slack/Teams Sales Team Collaboration

✅ Best For

  • Sending alerts to a Slack channel when a deal stage changes.
  • Allowing reps to update opportunity details directly from a Slack notification.
  • Automating reminders for reps to update their forecast or overdue tasks.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies that do not use Salesforce, Slack, or Teams.
  • Teams looking for a full revenue intelligence platform with forecasting and analytics.

🏆 Alternatives

Momentum Scratchpad Dooly

Compared to sales productivity tools like Scratchpad and Dooly, Rattle's focus is on process automation and alerts within communication platforms, rather than providing a separate workspace. Versus Momentum, it has a strong focus on the Salesforce to Slack/Teams integration.

💻 Platforms

Web Slack Microsoft Teams

🔌 Integrations

Salesforce Slack Microsoft Teams

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: N/A

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