Case Study: Zip achieves airtight RevOps and less revenue leakage with Rattle

Plug revenue leaks the Zip way using Rattle's Deal Rooms, Meeting Intelligence, and Atlas

Zip, the world’s only intake-to-pay platform, partnered with Rattle to reduce revenue leakage across its sales process. As a 500+ employee software company, Zip’s RevOps team needed a better way to connect Salesforce with Slack and avoid gaps between leads, opportunities, and deal collaboration.

Rattle implemented Deal Rooms, Atlas, and Meeting Intelligence to create a single source of truth, improve mid-funnel visibility, and speed up sales call follow-up. Deal Rooms helped Zip bring the right stakeholders into opportunities earlier, Atlas exposed process gaps and enabled real-time alerts, and Meeting Intelligence cut meeting recap time from about 60 minutes to just 2–3 minutes of reading, giving leaders faster deal visibility at scale.

Zip

David Ma

Head of GTM Ops & Strategy