Top sales teams love Rattle
Fetch any report
Remove guesswork out of sales decisions, with easy access to data from any report in Salesforce.
Do just-in-time drill-down
Rattle brings the right data at every step of your decision making. With the drill-down functionality of reports, never make a decision with half-baked information.
Schedule reports
Help team schedule every report as a Slack alert at a time that works the best for them.
How it works.
Get to your ROI goals faster. Increase performance with less effort. Make your CRM adapt to your human workflows.
Select
Select any Salesforce report - can be any tabular or summary report.
Define
Select the metrics that you want to show in a report.
Route
Route your reports via Slack group DM, 1:1 communications, or a channel.
Schedule
Define frequency & work hours and be respectful of everyone's time.
Test
Send out sample message to ensure everything looks good, before a wider roll-out.
Three reasons you’ll love using Rattle:
100% customized experience
Rattle makes sure that you don't have to use one-fit approach, and can customize everything as per your audience.
Super-simple user interface
Rattle gives you the easiest interface to work with - you will NEVER want to go back to good ole CRM.
No change management
With Rattle, you do not have to worry about change management - adaption of processes is as simple as creating it.
