Use Cases for Revenue Teams, Approvals And More

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Won opportunity

AE has finally cracked a deal - if this is not worth sharing with the team then what is?

Visibility

Opportunity

New deal in pipeline

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

Visibility

Opportunity

Close date overdue

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

Hygiene

Opportunity

Deal stuck in stage

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

Hygiene

Opportunity

Log sales calls

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

Productivity

Lead

Opportunity

Account

SDR assigned a new lead

Unassigned lead = missed $$$. Rattle makes sure your SDR is assigned a lead.

Hygiene

Lead

Missing MEDDIC fields

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

Hygiene

Opportunity

SDR Wins

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

Visibility

Opportunity

Deal moved to next quarter

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

Visibility

Opportunity

Stage changed

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

Visibility

Opportunity

Lost opportunity

Get an alert when you lose a deal and brainstorm to decide next steps.

Visibility

Opportunity

Missed SLA for lead

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

Productivity

Lead

SDR to AE handoff

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

Productivity

Lead

Account health changed

Get an alert whenever there is a major change in account's health.

Visibility

Account

New lead in pipeline

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

Visibility

Lead

Account

Manage approvals

Make quicker (and more accurate) decisions by managing approvals in Rattle.

Productivity

Opportunity

Update next steps

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

Hygiene

Opportunity

Account

Lead

Lead source missing

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

Hygiene

Lead

AE to CSM handoff

Rattle eases handoffs between AE and CSM to ensure the best customer experience.

Productivity

Opportunity

Account

Contact

Upcoming tasks

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

Productivity

Lead

Account

Opportunity

AE assigned a deal

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

Productivity

Opportunity

Deal lost due to missing features

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

Visibility

Opportunity

Change in intent score

Know when the buyer intent has changed and plan your next steps accordingly.

Visibility

No items found.

New support ticket

Get notified whenever you get a new customer support ticket and act on it in Slack.

Productivity

Case

Missing renewal date

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

Hygiene

Opportunity

Upcoming renewals

Never miss an upcoming renewal, and decide how early do you want to act on this!

Productivity

Opportunity

Account

End of trial for deal

Make sure you are aware about your deals and when their trial is ending.

Visibility

Opportunity

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