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Average Ratings 0 Ratings
Description
Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.
Description
Rattle connects Salesforce to Slack bidirectionally. It brings your CRM to the point, exactly when you need it. Your CRM can adapt to your human workflows and help you achieve your ROI goals faster and increase your performance with less effort. Your sales team's favorite automation. You can achieve your ROI goals quicker. You can increase performance with less effort. Your CRM can adapt to your human workflows. One click connect Salesforce and Slack Use pre-built playbooks or our no-code builder to deploy Rattle for any challenge. Your team will have no new tools to learn so there won't be any learning curve. High-growth sales teams can run smarter. Let your sales team put their brainpower to better uses by getting rid of gruntwork. Reps often struggle to capture important deal data in Salesforce when they are in back-to-back meetings. Rattle allows reps to log their calls, track key metrics and manage opportunities all from Slack.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Adobe Marketo Engage
Gainsight
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Teams
Outreach
OutreachCRM
Integrations
Salesforce
Adobe Marketo Engage
Gainsight
Google Calendar
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Teams
Outreach
OutreachCRM
Pricing Details
$20 per month
Free Trial
Free Version
Pricing Details
$19 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Precursive
Country
United Kingdom
Website
www.precursive.com
Vendor Details
Company Name
Rattle
Country
United States
Website
www.gorattle.com
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration