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

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AE assigned deal

Get reps up and running on new opportunities.

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Product
Hygiene
RevOps
AEs
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AE to CSM handoff

Set new customers up for success with automated handoffs.

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Opportunity
Productivity
AEs
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Assign new lead

Never let a new lead go unactioned.

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Lead
Productivity
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SDRs
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Close date overdue

Clean up your deal data for better forecasting.

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Product
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Deal lost due to missing features

Identify areas for product improvement.

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Product
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AEs
SDRs
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Deal moved to next quarter

Alert key stakeholders to deals that push out of quarter.

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Opportunity
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Deal stuck in stage

Know when a deal stalls out – and what to do next.

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Opportunity
Hygiene
Sales Leaders
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AEs
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End of trial for deal

Stay on top of free trial end dates.

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Opportunity
Visibility
AEs
SDRs
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Lead source missing

Close the attribution gap.

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Lead
Hygiene
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SDRs
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Log sales calls

Keep track of what was discussed in every call.

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Opportunity
Productivity
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SDRs
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Lost deal

Learn from every loss.

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Opportunity
Visibility
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MEDDIC Fields Missing

Qualify every deal with complete data.

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Opportunity
Hygiene
RevOps
AEs
SDRs
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Manage approvals

Get quick approvals for discounts, contracts, and payment terms.

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Opportunity
Productivity
Sales Leaders
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Missed SLA for Lead

Hold your team accountable to lead follow up.

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Lead
Visibility
Sales Leaders
SDRs
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Missing renewal date

Remind account owners to set renewal dates for closed-won deals.

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Opportunity
Hygiene
RevOps
AEs
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New competitor alert

Keep an eye on up-and-coming competitors.

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Product
Visibility
SDRs
AEs
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New lead in pipeline

Let your team know that a new lead has landed.

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Lead
Productivity
SDRs
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SDR to AE handoff

Simplify opportunity handoffs from SDRs to AES.

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Opportunity
Productivity
RevOps
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SDRs
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Stage changed

Increase visibility into deal status changes.

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Opportunity
Visibility
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Upcoming renewals

Get ahead of renewal conversations.

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Opportunity
Visibility
AEs
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Update next steps

Nudge sellers to update next step following any stage change.

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Opportunity
Productivity
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Won opportunity

Celebrate your literal wins.

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Opportunity
Visibility
Sales Leaders
RevOps
AEs

“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.”

Kramer P.
GTM RevOps Manager
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