Case Study: Olive achieves 5x visibility with Rattle

A Rattle Case Study

Preview of the Olive Case Study

Olive - Customer Case Study

Olive, an AI-as-a-Service company helping healthcare providers work more efficiently and affordably, needed a better way to share Salesforce activity in Slack. Before using **Rattle**, the team relied on custom Apex code for pushing meeting notes to Slack, but making changes was slow, limited in scope, and restricted in the number of objects and fields that could be used.

With **Rattle’s** no-code Salesforce/Slack workflows and reports, Olive quickly rolled out new processes in minutes, sharing meeting notes, project updates, account risks, and pipeline alerts in Slack. The results included **5x more visibility** into sales and delivery activity, **one working day saved each month** on new process building, and Slack becoming the central hub for sales collaboration.


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Olive

Kirsten Brenner

Revenue Operations Manager - Insights & Technology


Rattle

18 Case Studies