Rattle
18 Case Studies
A Rattle 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.
Kirsten Brenner
Revenue Operations Manager - Insights & Technology