Case Study: People Data Labs streamlines customer renewals and handoffs with Rattle

People Data Labs - Customer Case Study

People Data Labs, a B2B data provider for developers and data scientists, needed a better way to operationalize a new customer renewal strategy. Their existing process had a critical blind spot: customer success managers were only being alerted to renewals seven days before contract end, far short of the 190-day window their new approach required. They used Rattle, including its Atlas visual mapping tool, to understand where the workflow was breaking down.

With Rattle, People Data Labs mapped their processes, automated the AE-to-CSM handoff, and created Deal Rooms in Slack to centralize deal information and collaboration. The new setup automatically notified CSMs when deals were marked closed won in Salesforce and improved visibility, escalation, and cross-functional communication. The article highlights that Atlas helped uncover the gap and that Deal Rooms became a “game-changer,” though it does not provide a specific quantified outcome.

People Data Labs

Sahil Patel

Sr. Revenue Operations Manager