Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Marketo Engage
Yes
Gainsight
Yes
Google Calendar
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Jira
Yes
Microsoft Teams
Yes
Outreach
Yes
OutreachCRM
Yes
Salesforce
Yes
Integrations
Adobe Marketo Engage
No
Gainsight
No
Google Calendar
No
HubSpot CRM
No
HubSpot Customer Platform
No
Jira
No
Microsoft Teams
No
Outreach
No
OutreachCRM
No
Salesforce
No
Pricing Details
$19 per month
Free Trial
No
Free Version
No
Pricing Details
$99 per year
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Rattle
Country
United States
Website
www.gorattle.com
Vendor Details
Company Name
Xappex
Founded
2013
Country
United States
Website
www.xappex.com/xl-connector/
Product Features
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
Product Features
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
No
Metadata Management
Yes
Multiple Data Sources
No
Web Services
No