The Playbook

New competitor alert

New rivals happen. A great way to thwart them? Alert CSRs when neutral companies become competitors. (Click to see the Rattle.)

Step 1: Parse customer transcripts (with, say, Gong) and log every product they mention that's in their tech stack. (Or just ask them). Step 2: When a previously neutral product that you know your customer uses achieves feature parity and suddenly becomes competition, fire an alert to the CSRs who have accounts that are impacted, alerting them of the new threat and providing a battlecard of how to move forward.

SDR wins

Celebrate your SDRs' wins with the sales team whenever she books a demo for your AE.

AE to CSM handoff

Rattle eases handoffs between AEs and CSMs to ensure the best customer experience.

New lead in pipeline

Let your team know that a new lead has landed.

Missed SLA for lead

Set a reminder in case no one reached out to a lead within your defined SLA.

Deal stuck in stage

Know when your deal is stuck at a particular stage and plan the next steps accordingly.

New deal in pipeline

Celebrate and share updates with the rest of your team when you get that shiny new deal.

Update next steps

Ensure that next steps are updated after any change in the opportunity in your pipeline.

Deal moved to next quarter

Get a real-time alert whenever your deal is pushed out of quarter.

Assign new lead

An unassigned lead means missed money. Be sure your SDRs are assigned lead as the come in.

Deal lost due to missing features

Collaborate with the engineering team if you lose a deal due to a missing product feature.

End of trial for deal

Make sure you’re aware of when your deals’ trials end.

Won opportunity

An AE has finally cracked a deal. If that’s not worth sharing, what is?

Missing MEDDIC fields

Get an alert when any of MEDDIC fields are missing for a deal in the pipeline.

Lost opportunity

Get an alert when you lose a deal so you can brainstorm next steps and/or avoid doing that again.

Upcoming renewals

Never miss an upcoming renewal, and decide how early you want to act on them.

Missing renewal date

Get an alert when your rep forgets to mention the renewal date for a closed deal in your pipeline.

AE assigned deal

Alert your AE whenever she is assigned a new opportunity to ensure that she acts swiftly on it.

Upcoming tasks

Get a real-time alert whenever you have an upcoming task, so you can take the right action and meet your goals.

Lead source missing

Alert your SDRs whenever a lead does not have a source assigned, and let them update it in Slack.

SDR to AE handoff

Rattle eases handoffs between SDR and AE for a sustained growth.

Close date overdue

Avoid data hygiene issues and let your reps manage the out-of-order close dates easily in Slack.

Stage changed

Alert your team whenever the opportunity moves to later stages of the sales cycle.

Manage approvals

Make quicker (and more informed) decisions by managing approvals in a button-click with the option to make comments as to your decision.

Log sales calls

Never miss any critical information from meeting with a prospect by logging calls.