RevOps, IT ops, and business operations teams putting orchestration to work.

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

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.

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.

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

Christina Kokoros

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

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.

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.

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

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?

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

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

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.

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.

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.

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

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.

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

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

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.

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.

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

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.

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

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.

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

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.

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.