Every project is an AI project now. Your SDLC needs rethinking.

AI creates complex projects: integrations, APIs, MCP servers, and agents, all interdependent. Your SDLC needs to embrace all of it.

Paul Turner

An integration request can sit in a queue for months. The team waiting on it doesn't wait with it — they build it themselves, and it comes back to IT as something nobody reviewed.

Adam White

The scope of your next Workato term is set months before the renewal date. Learn the four windows before it, what to do in each, and when the room to act runs out.

Adam White

Most of the cost of self-hosted n8n is engineering time. Here's where it goes, with a calculator to work out your own number.

Adam White

n8n ships security advisories in batches, and this year the batches have landed about a fortnight apart. Self-hosted, applying them is your team's job.

Adam White

AI-built apps stall on credentials, hosting, and access control. Here is what it takes to get past them.

Alistair Russell

Merge nodes drop items without raising an error. Here's what causes it, what else changes as volume grows, and how to check your own setup.

Adam White

The six AI automation patterns, from fixed workflows to autonomous agents, and how to pick the right one for each problem.

Stephen Stouffer

The controls a reviewer wants to see are the same either way. Who builds and proves them is not.

Adam White

Less than 5% of AI-built apps ever reach production, and the ones that do ship ungoverned. Tray Helix closes both gaps.

Alistair Russell

n8n gets expensive and fragile once real scale hits. Share your export. Get back native Tray workflows, ready for review, in minutes instead of months, so your workflows are production-ready from day one.

Simon Cole

The new spec is a real step up for MCP. It also deepens the split across the thousands of servers already in use, so what you can rely on barely improves.

Alistair Russell

The integration I used to dread, built and tested without leaving Claude Code.

Stephen Stouffer

Guardian Log Masking gives you one control for masking sensitive data in logs across your AI stack.

Simon Cole

Going headless moves integration into the AI IDE. When code and the visual builder edit different copies of a workflow, your team forks. Here's the fix.

Adam White

The Fable 5 shutdown showed how fast a core AI model can vanish. AI orchestration keeps models swappable and governed, so availability isn't someone else's call.

Paul Turner

Tray Headless for Codex brings the full Tray AI Orchestration Platform natively into Codex — real engineered components, not a markdown file. Built on the same headless-first foundation as Tray Headless for Claude Code.

Simon Cole

Legacy platforms, fragmented stacks, tools not built for AI orchestration — the case for staying on the wrong integration platform is weakening. And the cost of migrating just dropped dramatically.

Paul Turner

Gartner has published its inaugural Emerging Market Quadrant for No-Code Agent Builders — a brand new analyst category. Tray.ai is named a Pioneer. Here's what that means for enterprise AI in 2026.

Paul Turner

Two things defined Gartner App Summit this year: MCP governance and the arrival of enterprise iPaaS in the AI IDE. Here's the four-item MCP checklist — and what else we announced.

Rich Waldron

Developers have moved into AI IDEs. Enterprise iPaaS hasn't followed — until now. Tray Headless brings the full Tray platform natively into Claude Code, Cursor, Codex, Windsurf, and any MCP-compatible IDE. Not a wrapper. The whole thing.

Simon Cole

The SF panel centered on governance, sprawl, and the path to production. The NYC conversation moved further forward — which vendors survive the agent era, what makes a tool worth keeping, and what it means that software now has two users.

Josh Noble

One in three software engineering leaders say integration is their top AI priority. Here are the five questions to ask before choosing an iPaaS, and the responses that should give you pause.

Adam White

Every MCP tool loaded into an agent's context window costs tokens before a single task begins. At enterprise scale, that math adds up fast. Here is what is driving your AI bill and how to get it under control.

Adam White

Gartner just published its first-ever Hype Cycle for Agentic AI. Here are five findings every enterprise leader should read before making AI infrastructure decisions in 2026.

Rich Waldron

Every enterprise learned the hard way that unmonitored APIs become unmanageable ones. AI agents calling MCP tools are about to teach us the same lesson — and we're running out of time to get ahead of it.

Paul Turner

MCP execution failures aren't a model accuracy problem. They're an architecture problem. Here's why raw tool design produces inconsistent agent behavior, and what composite, workflow-backed tools do differently.

Adam White

Tray connects Claude to your whole stack, with the governance and control enterprises actually need.

Simon Cole

Shadow MCP is following the same organizational arc as shadow IT, but with a wider attack surface and faster entrenchment. Here's what it looks like inside an enterprise, and how to stay ahead of it.

Adam White

Most enterprise MCP services run under shared service accounts with no way to answer who made a change or whether they were allowed to. Learn how Dynamic Authentication for MCP in Tray Agent Gateway for MCP brings real user identity, permissions enforcement, and full auditability to every MCP action.

Julia Szewczyk

We hosted enterprise IT and business technology leaders in San Francisco for an honest conversation about what the SaaS apocalypse actually looks like from the inside. Here are seven things that came out of the room.

Paul Turner

Over 40% of enterprise MCP deployments will face cybersecurity incidents by 2027, according to Gartner. The risk is already building. Here's what IT teams need to know now.

Paul Turner

Tray.ai is named a Nucleus Research iPaaS Leader for the seventh year. Here's why the criteria for evaluating integration platforms have changed — and what it means for enterprises building AI at scale.

Rich Waldron

Tray CDK now supports Claude Code, so you can build connectors by describing them instead of coding them from scratch. Here's what that means for integration teams still stuck in consultant queues and vendor backlogs.

Paul Turner

AI orchestration is transforming the iPaaS market. Learn what the latest Gartner Magic Quadrant reveals about the future of integration platforms and enterprise AI infrastructure.

Rich Waldron

AI agents are exposing the limits of legacy ETL and data pipelines. Learn why scaling AI requires unifying data transformation and orchestration.

Paul Turner

AI will change work in 2026, but not the way most teams expect. Learn how agents, orchestration, and governance reshape specific roles across the enterprise.

Adam White

Introducing Native Slack Interactions, a new guided experience in Merlin Agent Builder that lets teams build, deploy, and manage Slack-connected agents faster with zero manual Slack configuration.

Michael Douglas

A practical comparison of ChatGPT, Claude, and Gemini for enterprise AI agents, focused on performance, security, governance, and real-world operability.

Adam White

Agents, copilots, and chatbots serve different roles in enterprise AI. Learn how they differ in autonomy, capability, and architecture, and when to use each.

Adam White

Learn how to measure AI agent performance with a practical framework covering accuracy, tool usage, business impact, deflection rates, ACCT, AVM, and more. See how leading teams evaluate agents with confidence and scale.

Rich Waldron

Learn how enterprises choose, integrate, and govern LLMs. A practical guide to model selection, RAG, orchestration, and building AI systems that scale.

Alistair Russell

The Model Context Protocol (MCP) accelerates AI agent building, but without governance, it risks data and control. See how to secure it for enterprise use.

Alistair Russell

Learn how AI agents for HR automate onboarding, enforce policies, and resolve employee requests so HR and IT teams can deliver faster, more secure service at scale.

Adam White

95% of enterprise AI pilots fail because teams skip foundational AI architecture decisions. Learn how the right architecture helps AI agents scale.

Rich Waldron

Not every workflow needs an AI agent. Learn when to use AI agents and how to find the enterprise “sweet spot” for automation.

Adam White

How to scale AI agents after the first one? Learn how enterprises prevent agent sprawl, establish ownership, and build governance for successful AI agent adoption.

Rich Waldron

Explore five proven approaches to building LLM agents—wrappers, conversational platforms, automation tools, developer frameworks, and unified platforms—and learn when each is best for your business needs.

Michael Douglas

AI readiness requires more than models. Learn how Yext transformed integration into AI infrastructure to scale AI safely across the enterprise.

Adam White

AI agents are everywhere, but without AI orchestration they create chaos. Learn why enterprises need unified platforms to govern and scale AI agents.

Rich Waldron

AI agent adoption is harder than building agents. Learn the four biggest challenges preventing enterprise AI agent adoption and how to fix them.

Alistair Russell

AI agent management becomes critical as organizations scale beyond their first AI agent. Learn how enterprise teams avoid agent sprawl.

Rich Waldron

Discover what it really takes to succeed in the AI-native era, from governance and infrastructure to cross-functional teams. Learn why enterprise AI demands more than just models.

Rich Waldron

Enterprise AI agents are moving beyond chatbots to automate real operational work. Learn how leading tech teams deploy agents across IT, support, and business workflows.

Adam White

AI agent sprawl is the next SaaS sprawl. As every team rushes to build AI agents, IT risks losing control. Learn how to stay ahead with the right orchestration, governance, and infrastructure.

Rich Waldron

MCP connects AI agents to enterprise systems at scale. Here's how it works, where the security and governance gaps are, and what production deployments actually require.

Alistair Russell

The average IT support ticket takes over an hour to resolve—if you’re a human. Learn why it’s time IT service desks offload low-value tickets to an ITSM agent (and how to do it right).

Adam White

Learn how to build AI agents that scale across the enterprise. Compare prebuilt agents, DIY builds, domain tools, and AI orchestration platforms.

Rich Waldron

Most AI agents stop at chat—but real automation means reasoning, acting, and learning. Learn how to build AI agents that actually get work done, like an IT support agent that slashed tickets by 75%. See the demo and key steps to move beyond chat.

Alistair Russell

With Tray.ai’s acquisition of Vanti, discover how we are transforming AI agents with knowledge modeling and adaptability. Learn how AI agents can go beyond automation to reason, learn, and act - paving the way for the autonomous enterprise.

Smadar David

AI orchestration for CIOs helps unify disconnected AI systems, restore governance, and prevent CIOs from becoming referees between competing enterprise AI tools.

Rich Waldron

Learn how to build an AI IT support agent that automates access requests, integrates with tools like Okta and Slack, and helps IT teams eliminate manual provisioning.

Luke Smith

Learn 10 practical tips to accelerate GenAI deployment. Overcome integration, data, and scalability challenges to move generative AI from prototype to production.

Paul Turner

AI is transforming businesses at breakneck speed, but your API gateway could be the bottleneck holding you back. Learn the five critical reasons enterprises need AI Gateways to deliver AI projects faster.

AI agents will transform how businesses operate—but not all platforms are built to deliver. Discover your organization's five must-have capabilities to build scalable, high-value AI agents quickly, flexibly, and safely.

Alistair Russell

Tray.ai CEO Rich Waldron shares strategic insights from the Gartner IT Symposium on pacing AI adaption, balancing innovation and driving business results.

Rich Waldron

Learn how Tray’s native vector table powers advanced AI capabilities, including real-time data processing and efficient handling of complex data. Build AI applications with greater performance and scalability, all within Tray’s AI-ready iPaaS.

Michael Douglas

A modern AI-enabled iPaaS solution that supports collaborative workflow design and management can break down silos between IT and business teams and propel automation initiatives forward.

Rich Waldron

AI misalignment is emerging as a major challenge for enterprises adopting AI across SaaS tools. Learn how to align AI systems, governance, and workflows.

Rich Waldron

Learn how Bynder cured their integration headaches in this insightful conversation with Bill Keiffer, Solutions Architect at Bynder.

On-premise solutions remain crucial for many organizations. The seismic shift from on-premise to the cloud has transformed many organizations, breaking down barriers, increasing scale, cutting costs, and sparking innovation.

Michael Douglas

PowerShell automation works well for basic IT tasks, but it struggles at scale. Learn the limitations of PowerShell automation and how modern IT teams overcome them.

Michael Douglas

Discover how Tray.io has evolved to become Tray.ai and the enhancements we have made to our native AI capabilities and native AI infrastructure.

Learn how sales teams automate sales preparation with AI using Tray and Amazon Bedrock to research accounts, summarize insights, and prepare for meetings faster.

Gartner states that integration technical debt is crushing IT agility. Learn how modern iPaaS reduces technical debt so IT teams can stop maintaining and start innovating.

Michael Douglas

Tired of manually exporting Intercom data? We’ll show you the fundamentals of the Intercom API, key data types, and how to boost retention and revenue.

Learn how to use Slack’s API to increase collaboration and productivity throughout your organization dramatically. Build Slack apps that help you do more faster.

API integration connects your applications so they can share data automatically. Learn how it works, common patterns, and how to build integrations without writing everything from scratch.

Alistair Russell

Learn how to solve the challenges of modern customer support with automation.

Automate streaming event data with ease on the Tray Platform.

This article discusses best practices to build out a revenue operations team while developing your own skills as a revenue operations leader.

Find out why companies are choosing low-code workflow automation platforms to accelerate IT projects.

Adam White

Lead enrichment is a critical step in the lead lifecycle management process which includes lead uploads, lead-to-account matching, lead routing, and follow-up.

Lead lifecycle management begins with lead intake. Automating lead list uploads gets accurate leads to sales reps for faster follow-up, resulting in higher conversion rates.

Implementing an intelligent knowledge agent saved one company $40 million. Learn how you can build a powerful and secure knowledge agent using a modern iPaaS platform.

Tom Walne

Learn how to automate lead-to-account matching to drive sales, marketing, and revenue alignment and increase sales productivity by saving the time of prospecting leads in already-existing accounts.

Increase sales productivity and boost revenue by automating lead routing to rapidly execute lead assignment rules. Go beyond Salesforce lead assignment rules with automation.

Explore the AI Adoption Ladder: a guide to transitioning from AI curiosity to strategic integration, unlocking transformative growth and competitive edge.

Every year, companies waste thousands of dollars on unused software licenses. Learn how we use Tray to automate software license optimization.

Christina Kokoros

In the 2024 Gartner Magic Quadrant for iPaaS, Gartner highlighted Tray’s Market Responsiveness and Innovation.

Align your go-to-market efforts, offer greater visibility into deals, and boost morale in distributed organizations by automatically sharing sales wins.

Introducing new and enhanced connectors and templates for improved connectivity and automation reach.

Learn best practices around optimizing your task usage for maximum efficiency.

Alexander Assur

Learn how to integrate Facebook lead ads data with Salesforce. We'll discuss how to drive lead conversion and get the most out of your CRM by integrating Facebook lead ads data with Salesforce.

Unlock your full automation potential with new certificate courses for the Tray platform. We are thrilled to announce the launch of our brand-new certificate courses at Tray Academy!

Use Tray to transform processes and boost operational efficiency by integrating your tech stack with applications powered by the leading cloud infrastructure provider.

Discover the power of accounts receivable (AR) automation in enhancing cash flow management. Transform your AR processes for financial efficiency.

Adam White

Find out which prospects are most likely to no-show meetings by automating your CRM. Learn how to increase attendance rates and drive better sales decisions.

Get started building on the Tray platform with our new Platform Builder Beginner learning path now available on Tray Academy.

Discover what makes a great RevOps Manager, what their first 90 days should look like, and what critical platform they need for success.

Adam White

Free up finance teams and boost profitability with Tray's order-to-cash (O2C) automation templates. Transform finance processes and expedite cash flow for success.

Adam White

Everything you wanted to know about Merlin, the new natural language automation capability in the Tray platform.

Alistair Russell

If you’re in marketing operations, you already know the importance of lead enrichment - ensuring every lead is complete including their full name, location, company name, company size, and other details key to running your business.

Alert your sales team of new expansion opportunities by tracking subscriptions in your payment processing platform and consolidating single-user accounts.

How to instantly alert sales reps of competitor mentions in customer calls

Customer marketing starts with uncovering the most delighted customers. But this is a challenge for most organizations. If you have lots of clients that are happy, how do you find the thrilled ones that will jump at the opportunity to sing your praises?

Sharing dynamic data amongst a group of workflows that are unique to a specific end-user is easy with Tray Embedded.

Learn even more about Tray Merlin AI, the groundbreaking natural language automation capability in the Tray platform. Get answers to more of your questions and supercharge your automation this game-changing technology.

Alistair Russell

Learn how sales teams can best leverage AI to revolutionize their sales strategy in this guest blog from HubSpot.

Tony Do

Discover how order-to-cash (O2C) automation can plug revenue leakages by reducing manual errors, accelerating cash flow, and enhancing process visibility.

Adam White

Enable your team with the tools they need to succeed, faster. Automate new access requests to drive efficiency and meet stringent security standards.

Discover the secret weapon for RevOps success: low code automation. Learn game-changing use cases and essential features for seamless customer experiences.

Adam White

Discover Tray Merlin AI, the groundbreaking natural language automation capability in the Tray platform. Get answers to your top questions and unlock the power of this game-changing technology.

Alistair Russell

Here we explore the "callable lookup" design concept through the lens of an employee directory, where you can search for an employee with a variety of system identifiers.

Niels Fogt

Discover how Tray Merlin AI is changing the game in automation by transforming Large Language Model outputs into powerful automated workflows.

Alistair Russell

Optimizing your order-to-cash (O2C) process can lead to a 10 – 15% increase in revenue and tremendous cost savings. Get started by addressing these four common challenges.

Adam White

Learn about ADP Workforce Now APIs for HR and payroll. We’ll review application types, popular APIs, and use cases so you can deliver an exceptional employee experience.

Discover how to build a high-performing RevOps team to drive revenue growth, foster collaboration, and leverage low-code automation platforms like Tray for long-term business success.

Adam White

Learn how to grow account value and prevent revenue leakage by automatically identifying strategic upsell opportunities among your most active customers.

Insights Hub delivers operational insight into performance, adoption, and other key metrics for the Tray Universal Automation Cloud.

Tom Walne

End manual work and automate your way to cash faster with order-to-cash (O2C) automation.

Adam White

Learn how to automate digital marketing metrics to drive actionable marketing insights faster.

This post is the 3rd in our series around how to build an inbound lead processing pipeline using the Tray platform. It dives in to take a closer look at the workflows that underpin the first half of the pipeline.

Niels Fogt

Convert more leads and retain more customers with chat insights. Learn how to pipe data to your database to fuel analytics and campaigns.

Learn how to find and engage leads that are searching for you and competitors in your space using automation and APIs.

Learn how to deliver personalized, timely follow-up on trade show leads through automated lead uploads to your sales engagement platform.

Reduce lead follow-up time and improve the experience of your virtual events and webinars by integrating your video conferencing tools with your tech stack.

As your business grows and workflows become more complex, you may need to uplevel your automation platform to be more flexible and scalable. Look out for these five signs it’s time to upgrade your automation platform.

Adam White

Learn how to automate the entire lead lifecycle to speed up lead management, follow up faster and convert more leads. Build an automated lead management system without separate lead management software, with an easy-to-use clicks or code approach.

Easily mass update leads, contacts, and opportunities in Salesforce. Learn everything you need to know about Salesforce batch updates in our ultimate guide.

Discover how Tray.ai's exceptional customer experience is built on a foundation of personalized support, self-guided learning, and a thriving community, all designed to empower users on their automation journey with the Tray.io iPaaS platform.

Niels Fogt

Learn how automating lead list uploads enables faster follow-up, sales efficiency, and reliable data.

Maximize your revenue potential with the right tech stack. Learn why the perfect RevOps tech stack has low-code automation at its center.

Adam White

Gartner® Names Tray.ai as a Sole Challenger in the 2023 iPaaS Magic Quadrant™. Learn why we're at the forefront of a tectonic shift in automation.

Rich Waldron

Learn how automation brings speed, flexibility, and reliability to your sales pipeline so no lead gets left behind in this ultimate guide to lead lifecycle management.

Syncing CRM data to downstream systems is table stakes for many SaaS platforms. In this post, we'll show you how to create your own custom Salesforce sync, using Iterable as the example destination.

Niels Fogt

Learn everything you need to know for getting started with Revenue Operations in this beginner’s guide.

Adam White

Compare iPaaS vs RPA to understand the key differences between integration platforms and robotic process automation and when each is best for business automation.

Adam White

Learn how to identify likely trade show attendees in advance and with minimal manual effort via automated enrichment to drive better booth attendance.

Learn how to setup a basic workflow alert via Slack for your integration and automation workflows on Tray.

Niels Fogt

Learn how to boost sales productivity and respond faster to sales inquiries on web chat with automation easy enough for sales teams to use.

Product and engineering leads need embedded integrations to accelerate their integration roadmap and beat the competition. Here’s what you need to know.

Learn how to strengthen your sales outreach and instantly prioritize hot leads from trade shows with automated note uploads to your CRM.

Attention business technologists: learn how to master business operations by integrating technology and automating processes for any system with clicks or code.

In this post we cover how to send workflow error data to your warehouse and build a heads up dashboard to monitor and fix workflow errors with ease.

Niels Fogt

Get a hands on look at how B2B lead management can be handled using this workflow on the Tray platform

Niels Fogt

With an automated process for spam management, sales teams can spend more time working on tasks that generate meaningful impact. We breakdown a workflow that automates away chat spam in Intercom to boost sales productivity.

RevOps routes leads faster and more reliably using low-code automation. See exactly how it's done in this introductory post of our 4-part blog post series: Mastering the B2B Lead lifecycle.

Niels Fogt

Lead management is all about intent. Facilitating a prospect’s interest is an important step in eventually cultivating leads, but even the coldest leads can express intrigue without necessarily intending to buy.

What are webhooks, and more importantly, why does someone like you with expertise in operations, revenue, or marketing, keep hearing about them lately?

Struggling to meet demand for customer integrations? See how savvy services teams are delivering integrations faster, reducing churn, boosting MRR, and more.

Learn how to re-engage customers on the brink of churning with opt-out alerts, reminders, and batch CRM maintenance.

Learn how organizations build a sustained competitive advantage with automation maturity.

Rich Waldron

Learn how to identify ideal prospects using web form data and surface instant booking to increase sales meeting attendance rates.

Niels Fogt

Learn how to use automation to set B2B Target ROAS bidding for deep-funnel SEM campaigns.

Learn how to enrich your marketing automation platform with data from a learning management system to qualify leads and engage customers.

Learn how to drive adoption and ROI from your tech stack by aligning it with your team.

Learn the what, why, and how of embedded integration platforms in this beginner’s guide.

Adam White

In this walkthrough, learn how to enhance your marketing and sales relationships with rapid and personalized direct mail automation.

Learn how to augment your favorite cloud-based data storage tools (like AWS) with automation to craft processes that pipe and analyze data faster.

Learn how you can tap into the lead data in your tech stack to automate audience management in your ad platform. Target your best leads and lower CPC.

Easily build a Microsoft Teams integration to efficiently orchestrate approvals and employee experience processes to improve business performance.

Learn how to build an automated activity metrics readout that helps SDR teams stay on track and gives visibility throughout your sales organization.

Learn how to discover more warm leads by identifying anonymous Intercom prospects using automation with your Marketo lead capture forms.

Niels Fogt

Learn how you can extend the power of HubSpot Forms to the rest of your tech stack to quickly target your best leads.

Improve Slack security and alert your IT department when teams accidentally share sensitive information with low-code automation.

Deal desks streamline the sales cycle and help you efficiently process non-standard sales deals. Learn how to accelerate growth by automating your deal desk.

Learn how to shape a sales strategy that wins more deals by integrating valuable win/loss analysis and insights into your tech stack.

This article covers how to buy apps for your revenue tech stack to provide you the best solutions to your everyday operations challenges and provide your team the highest ROI.

Learn how to schedule fully automated outreach to prospects that have booked sales meetings, increasing meeting attendance and sales conversion rates.

This article will cover exactly how sales operations experts can use automation to ensure constant, auto-refreshed CRM data to enable their sales teams. Data hygiene is an essential issue for sales operations professionals.

Meet growing demand and ensure seamless order fulfillment by integrating your e-commerce solution with inventory and logistics management.

Ever wonder when your solution instance was last modified? Perhaps you want to know the previous state information before modification? This blog post will delve into how to store various information whenever a solution instance has been modified.

How do I implement a function in Tray? What about a switch statement? While loops? This blog will walk through how to implement such programming constructs in Tray.

Learn how growth-focused businesses are turning to serverless workflows to achieve their data integration and automation initiatives.

Adam White

If you work in software, API integrations for your product with your customers’ tech stack are no longer a nice-to-have. Your customers expect them.

Adam White

Learn to load LinkedIn lead data into your CRM. We'll review LinkedIn lead gen APIs, functionality, and common challenges with loading LinkedIn lead data into your CRM.

Learn how the surge in demand for automation and integration promotes businesses to adopt a low code digital transformation strategy.

Adam White

Learn the fundamentals of building an ETL data pipeline using the Tray.ai low-code platform. While we use a fake SaaS service as a source and Google BigQuery as our warehouse, the ideas shared are applicable to any data source or warehouse!

Niels Fogt

Learn how to grow engagement in your nurture campaigns by identifying and segmenting leads based on the pages they visit on your website.

Businesses that empower teams to learn new technical skills drive efficiencies and flip from being cost driven to being value driven.

Secure more reviews, testimonials, and case studies with automated customer marketing campaigns. Learn how you can easily integrate and automate your tech stack.

A revenue operations team includes marketing operations, sales operations, and customer operations. Learn the role, challenges, and how to win in revenue ops.

Sales ops best practices need to include integration and automation As an operations expert, you’ve already developed a full playbook of sales operations best practices that covers how you assign and track opportunities, close deals, and report revenue.

This guide breaks down the critical steps in the sales cycle including prospecting, qualification, and closing, as well as challenges you’ll encounter.

There is no such thing as too much data. In fact, teams increasingly collect all types of data to better engage users.

The best marketing analytics automation gives you the speed and accuracy that comes from combining critical marketing data that’s typically siloed across multiple channels. Learn how we used the Tray platform to automate our marketing analytics.

Build a Jira Slack integration for alerting, a Jira GitHub integration for deploys, and a Salesforce Jira integration for accounts.

Drive sales with Zoom web conferencing, grow leads from Zoom meetings, and do more with Zoom web conferencing using automation.

Anyone who works with business software has heard terms like “API” and “webhooks” thrown around. In this article, we’ll not only cover what APIs are, but we’ll also answer the question: “How do APIs work?”

Discover how to leverage product usage data to drive insights across marketing, sales, and support. Learn strategies to overcome data silos, integrate tech stacks, and make data-driven decisions to enhance customer engagement and reduce churn.