The Playbook
Missing data? Missing deadlines? Missing deals your team should've won? Don't stress it: there's a Rattle workflow that can help! Check out all the ways you can now empower your team to work smarter and achieve more, below.
Rattles we love
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
AE to CSM handoff
Set new customers up for success with automated handoffs.
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
Close date overdue
Clean up your deal data for better forecasting.
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
Deal moved to next quarter
Alert key stakeholders to deals that push out of quarter.
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
Deal stuck in stage
Know when a deal stalls out – and what to do next.
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
Lost deal
Learn from every loss.
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
Manage approvals
Get quick approvals for discounts, contracts, and payment terms.
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
SDR to AE handoff
Simplify opportunity handoffs from SDRs to AES.
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
Stage changed
Increase visibility into deal status changes.
![Outreach icon](https://cdn.prod.website-files.com/648883391bccdadd3ed789b1/648883391bccdadd3ed789e4_outreach-icon.png)
Won opportunity
Celebrate your literal wins.
“Rattle has been the most simple product to use and get off the ground. The technology is top-notch and the simplicity behind the UI is amazing.”