Rattle Reviews & Product Details

I think we can all agree that Salesforce isn't the most user-friendly CRM ... Rattle is making updating pipeline, getting info to my teammates, and keeping my boss updated much easier. Excited to have Rattle implemented before we bring on a new cohort of Reps so we can see the efficiencies at scale Review collected by and hosted on G2.com.

No dislikes, but tech always comes with both a learning curve, and continually product improvements. The Rattle CS team is awesome and always helping us make the most of our subscription, and taking our product feedback head on to make Rattle an even better experience Review collected by and hosted on G2.com.

I like the easy to use interface. Non-technical people have been able to create powerful workflows. We created situational triggers that tell us about large deals getting pushed and escalate to management. We also setup data quality notifications when incongruent values are entered. (Opp name says "Upsell" but the Opp Type is "New Prospect", etc.) I also think their marketing is really fun and has personality! Review collected by and hosted on G2.com.

Minor dislike: I can't see all workflows that my company created in a single list. I can see the ones that I created, or the ones that everyone else created, but not a combined view. I'm told this is in product development and should be able to have it in the next release. Review collected by and hosted on G2.com.

Rattle has transformed the way we maintain data hygiene in Salesforce.com and eased our manual workload to a greater extent. What I love about Rattle is not just the tool but the incredibly responsive team you have, who are very helpful and understand the problem they are trying to solve.

Rattle has reduced a massive amount of our manual workload and saved a lot of time for our Sales Ops team by automating data management for SFDC.com and alerting sales reps on the data that requires their attention. Rattle has helped automate and create alerts for many of our challenges from Past close date follow-ups, Forecasting updates, Invoice approvals, Closed Won/Lost alerts, Weekly data update alerts, Marketing lead alerts, Contracts signed alerts, large deal alerts, deal room feature and so much more.

Kudos to the team for such a fabulous tool and for delivering an enriching customer experience. Review collected by and hosted on G2.com.

Nothing to dislike yet. The product is great and always if we have an additional feature request, they ensure they review the same on their road map on the future so no complaints. Review collected by and hosted on G2.com.

Ease of use. A rattle alert can be set up in a couple of minutes. It takes away the complexity of Salesforce and motivates the team to keep good data quality. We can also leverage Rattle to send reports to non-SFDC users, which may represent a good cost saving for companies that have not rolled out Salesforce company wide. Review collected by and hosted on G2.com.

Not much to dislike honestly. The team is super helpful when additional support is needed and they are also very happy to take the user feedback into account when looking into improving the overall product. Seeing how great it connects with Salesforce, I can't wait to set it up with other tools such as Zendesk, Hubspot and Salesloft. Review collected by and hosted on G2.com.

Very short learning curve and all the functionality you need to start automating workflows Review collected by and hosted on G2.com.

At this point, i have nothing but positive things to say. Great tool Review collected by and hosted on G2.com.

My company has Rattle integrated with Slack and this has made me beyond efficient. A past version of me was religious about logging calls and activity in SFDC but as things get busy I get a little lazy there. Rattle has made it easy to log calls directly from Slack and update contact records. I know my manager and SFDC are admin happy! Review collected by and hosted on G2.com.

I am not at all involved on the admin side but there have been a few times where something has misfired or no activity reminders pop up. This usually happens when an update is being pushed and is resolved in 24 hours. Review collected by and hosted on G2.com.

Rattle makes it dead simple to automate tasks that are the bane of sales management, individual sales reps, Sales Ops, Rev Ops, and executive teams. Data hygiene, up-to-date information, and reliable reporting is made insanely easy for end users enabling everyone else around them and removing the need to harangue individuals about "updating their pipeline". Review collected by and hosted on G2.com.

No major flags here. Given the simplicity of use here there is a tradeoff in sophistication but at the same time we've all used awful products that are way too complicated and Rattle does a good job of being that. Review collected by and hosted on G2.com.

I love that it automates so many things and allows you to work in Slack to update things in Salesforce. I also love how user-friendly it is and makes a lot of things very convenient to do. Review collected by and hosted on G2.com.

I don't think I've really run into anything that I dislike yet. I do really wish that the interface had dark mode because I turn everything to dark mode because it's easier on my eyeballs. Review collected by and hosted on G2.com.

Rattle is hands down the best tool on the market when it comes to integrating your Salesforce CRM & Slack technologies. It seamlessly integrates your SFDC CRM with Outreach, GCalendar, and allows you to build Workflows & Approvals to directly ping Slack channels or DMs. Leveraging Deal Rooms is another amazing feature to automatically provide a single channel to allow cross-functional collaboration around a specific Account or Customer.

Not to be overstated, but working with Rattle is also one of the best vendor relationships that I've had. From engaging with a new business AE, the Head of Customer Success, and the CSM team, Rattle is an absolute pleasure to work with. Review collected by and hosted on G2.com.

There are some limitations due to Slack's infrastructure that make the ability to design processes as we see fit. For example, Slack doesn't allow you to have a 'Slack bot' un-archive channels, which would make it much easier to build some of the deal channel flows. Review collected by and hosted on G2.com.

We use Rattle to notify AEs when there's action to be taken, we use it to keep the leadership team updated on any changes to pipeline and we've found that the alerts are great for keeping the broader organization informed of updates to the sales team. The more we use Rattle, the more we find unexpected uses. Review collected by and hosted on G2.com.

The only limitation I notice in the platform is that you can't build a rattle to trigger on a relative date. You can't set a trigger to run "today" or if there hasn't been activity for 7 days from create date. You can always build a workaround where you create a checkbox that updates at the desired time, but it requires a more setup on your end to get the trigger going. This definitely isn't a reason not to get Rattle, though. We've seen great value in the platform. Review collected by and hosted on G2.com.