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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 Precursive?

Enhancing service delivery is crucial for maximizing revenue potential. It is essential to synchronize the efforts of sales, service, and success teams within Salesforce. The initial phase of ensuring customer success lies in effective onboarding. Salesforce presents numerous playbooks designed to expedite the customer onboarding process. By facilitating quick team mobilization and optimal resource scheduling, organizations can utilize their capacities more effectively. Additionally, accurate forecasting and tracking of team time and resource usage are vital. Precursive PSA offers comprehensive visibility for all employees and professional services, significantly boosting operational performance while being fully integrated within Salesforce. This level of integration enables teams to collaborate seamlessly, driving both efficiency and customer satisfaction.

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 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

Precursive

Company Location

United Kingdom

Company Website

www.precursive.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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

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