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What is bao?

Bao plays a crucial role in supporting team leaders and sales representatives throughout each stage of the sales pipeline by providing customized playbooks and on-the-spot help with objections. It facilitates real-time note-taking and integrates smoothly with adaptable CRM systems, while also featuring a dashboard that displays detailed conversation records and extensive sales process analytics, all in accordance with GDPR standards. By embarking on the path to optimal sales conversations with Bao, users gain access to personalized playbooks that deliver guidance and structure throughout their sales experience, starting from initial outreach to contract discussions. These playbooks are meticulously designed to align with both organizational goals and individual preferences, thereby increasing their efficacy. Furthermore, resources that tackle frequent objections help even the most experienced sales professionals lighten their cognitive load, allowing them to focus on their primary concern: the customer. The ease of real-time note-taking during discussions provided by Bao greatly reduces the time and effort needed for documentation, resulting in a significant enhancement in the quality of records kept. This improvement leads to more relevant insights about customers, ultimately increasing closing rates in longer sales cycles. Moreover, this strategic method not only boosts sales productivity but also cultivates more robust client connections through informed interactions, reinforcing the importance of understanding customer needs in the sales process. With Bao, sales teams can create a more dynamic and responsive selling environment that adapts to the complexities of modern customer interactions.

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.

Media

Media

Integrations Supported

Google Calendar
HubSpot CRM
HubSpot Customer Platform
Salesforce
Slack
Gainsight
Jira
Marketo
Microsoft Dynamics 365
Microsoft Outlook
Microsoft Teams
Outreach
OutreachCRM
Pipedrive
PlentyONE
SAP CRM
Salesloft
Zendesk
Zoho CRM
vfat.tools

Integrations Supported

Google Calendar
HubSpot CRM
HubSpot Customer Platform
Salesforce
Slack
Gainsight
Jira
Marketo
Microsoft Dynamics 365
Microsoft Outlook
Microsoft Teams
Outreach
OutreachCRM
Pipedrive
PlentyONE
SAP CRM
Salesloft
Zendesk
Zoho CRM
vfat.tools

API Availability

Has API

API Availability

Has API

Pricing Information

$95 per user per month
Free Trial Offered?
Free Version

Pricing Information

$19 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

bao solutions

Date Founded

2017

Company Location

Germany

Company Website

www.bao-solutions.com

Company Facts

Organization Name

Rattle

Company Location

United States

Company Website

www.gorattle.com

Categories and Features

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

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 Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

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

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