Reports
Bring your Salesforce reports to Slack or Teams.
Stack it. Slack it. Track it.
Send any report from your Salesforce instance to your messaging platform and drill down into it via that very message.
Top sales teams love rattle
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KPIs at your fingertips
Shift your CRM reports directly to Slack or Teams, making data-driven decisions just a click away. (You'll never misplace that report or dashboard link again.)
Data on command
Customize report fields for exactly what you need. Accounts without activity? Records with blank/stale values? Highest value deals that will move the quarter? We’ve got you covered.
From unread to unmissable
Set your report frequency and sync with time zones to make sure your RevOps updates actually get seen, not just sent.
Feature highlights
Three reasons you'll love using Rattle
No change management
Every tool is built to drop into the way you work now and start improving your results ASAP.
No coding – ever
Not even the teensiest bit of technical acumen is required to integrate and deploy any of our tools.
No flying solo
If you’ve got a goal, we’ve probably already got a solution waiting for you in The Playbook.
Meet the first-ever modern RevOps platform
Get your entire revenue team operating flawlessly through the power, speed, and consistency of Process Automation.