Litmus is an email testing software company that helps marketers to cross-platform test their websites and email newsletters across a range of email clients and spam filters.
Backed by Spectrum Equity, Litmus is trusted by major global brands across every industry and vertical, including 9 of the top 10 eCommerce brands, 7 of the top 10 technology companies, and 23 of the top 25 US ad agencies.
Before COVID, Litmus’s sales team was based out of either their San Mateo or Boston offices. Being under the same roof, it was a dynamic environment and reps would feed off of each other’s energy & activity. Post pandemic, their team started relying a lot on Slack & email to re-create the in-office environment and know what the rest of the team is doing.
The first thing Shelli wanted to do was connect Salesforce & Slack and bring all key Salesforce events in Slack where the team can collaborate seamlessly. She looked at the available native integration and found it to be very basic. It didn’t let Litmus share full details, set filter conditions, or route messages dynamically in Slack. She decided it was not worth the time and effort.
Litmus also tried sending email alerts but that led to hundreds of emails in people’s inboxes that couldn’t be grouped or sorted. It quickly became cluttered & unmanageable to identify important emails - so they discarded this approach.
Now Shelli knew that Slack was the best medium and that she had to find a tool that would be more user-friendly, time-efficient, and scalable. So when she heard about Rattle, not only she could envision moving their existing processes to Rattle but also given how powerful & flexible the tool is, she had a lot of new ideas that would make the sales team more productive.
“I don’t think I’ve ever had a sales tool that was this easy to set up & roll out!”
Shelli rates her experience of using Rattle as A++. She loved how easy it was to set up alerts in Rattle & filter the records for each department, something that was unimaginable with the native integration.
With Rattle, she was able to easily route alerts to specific channels & managers and include emojis/GIFs, to make the experience more delightful. In-fact, Shelli quipped that since creating Rattle workflows is so seamless, it never felt like hard work.
When Shelli rolled out their first-ever Rattle alert, the team had such a positive reaction, that she and her team went on to create dozens of more such workflows! Having pre-built templates ready to go in the tool helped her be even more efficient.
The team currently has more than 30 workflows setup in Rattle. Some of their favorite ones are -
“Rattle probably has had the highest ROI of any recent tools we have rolled out. The effort that we put in is very small compared to the value that we are getting.”
✅ A++ overall experience
✅ Much better data hygiene
✅ Faster lead response time
With Rattle, the need for executives to follow-up with their team has gone down since they’ve set up Rattle alerts. After setting these alerts for a few months, the missing data issues have gone down considerably and have increased productivity for both reps and their managers.
Though the sales team was previously not used to working remotely, Rattle has helped them adapt to remote work. With Slack alerts, reps can manage their day-to-day work and their managers can get an idea of what’s happening in their team.
Rattle has sparked creativity amongst other teams at Litmus and catalyzed data-driven culture at Litmus. From introducing new fields to capture more data to getting alerts for Marketo activity, Rattle has made Litmus more data-savvy than ever before.
“Rattle has become a verb at Litmus. It connects Salesforce & Slack and allows me to create any kind of workflow that I can imagine.”