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What is Rattle?

Rattle provides a seamless, two-way integration between Salesforce and Slack, delivering your CRM precisely when you need it the most. This connection allows your CRM to align with your human workflows, enabling you to reach your ROI objectives more swiftly while enhancing performance with minimal effort. It's the preferred automation tool for sales teams, facilitating quicker achievement of ROI goals and improved overall productivity. With just one click, you can connect Salesforce and Slack, and utilize either pre-made playbooks or our intuitive no-code builder to address any challenges. Your team won’t face a learning curve, as they won't need to adapt to new tools. High-growth sales teams can streamline operations and allow their members to focus on more strategic tasks by eliminating mundane work. Often, sales representatives find it challenging to document critical deal information in Salesforce amidst their busy schedules filled with back-to-back meetings. With Rattle, these reps can effortlessly log their calls, monitor essential metrics, and handle opportunities directly from Slack, ensuring they remain productive without disrupting their workflow. Ultimately, Rattle optimizes the sales process, empowering teams to work smarter rather than harder.

What is NotesAlly?

Utilize NotesAlly to streamline your Salesforce updates and efficiently log sales calls, while effortlessly creating follow-up tasks with a single click. By integrating NotesAlly with Salesforce, your sales team can enhance overall efficiency, enabling them to dedicate more time to selling and engaging with potential clients. Automating various Salesforce actions will significantly boost productivity levels. AVIAN serves as your ideal sales companion, offering the ability to link reference points and battle cards to specific keywords, which can be conveniently stored within the AVIAN platform. Experience the ease of automating your Salesforce processes while efficiently using Notes to make bulk updates across multiple fields. Salesforce empowers users to modify opportunities without needing to access the platform directly, allowing for one-click adjustments to personal dashboards. With NotesAlly’s comprehensive opportunity view, you can swiftly change the stage of an opportunity and establish a closing date. The Sales Enablement App is designed to save you up to eight hours each week by automating Salesforce tasks, drastically cutting down the time required to update and record information in sales CRMs to just a matter of seconds. Ultimately, this streamlined approach not only enhances productivity but also fosters a more focused and effective sales environment.

Media

Media

Integrations Supported

Salesforce
Adobe Marketo Engage
Gainsight
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Teams
Outreach
OutreachCRM
Salesloft
Slack
Zendesk

Integrations Supported

Salesforce
Adobe Marketo Engage
Gainsight
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Teams
Outreach
OutreachCRM
Salesloft
Slack
Zendesk

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per month
Free Trial Offered?
Free Version

Pricing Information

$20 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rattle

Company Location

United States

Company Website

www.gorattle.com

Company Facts

Organization Name

NotesAlly

Company Location

India

Company Website

www.notesally.com

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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