Every revenue team has been asked for a customer 360. Most of them are still building it.
The data is there: Salesforce, NetSuite, Zendesk, Snowflake, Marketo, Gainsight, Pendo, Gong. The problem is that eight systems across four audiences means the answer is always fragmented, always late, and always assembled by hand. Gartner puts it plainly: by 2028, 75% of RevOps tasks in workflow management and revenue analytics will be executed by agentic AI. The organizations that get there first are already building the foundation.
In this session, Paul Turner explains why the 360 keeps failing. It’s not a data problem, it’s an architecture problem. Then Luke Smith builds one live: from raw data sources to a governed, audience-specific app, in a single session.
What you’ll learn
- Why one shared dashboard serves no one. Your renewal desk, your CSMs, your CRO, and your reps each need a different view of the same account. One report answers none of them.
- Where the time actually goes. 46% of RevOps teams run mostly on manual processes. Only 27% of sales ops capacity goes directly to supporting the sales function. Zuora saves 100+ hours a week with a self-service customer 360 agent on Tray.
- The architecture answer. Tray iPaaS builds the account model once, governed once, pulling from all eight systems. Tray Helix ships a different app to each audience, described in Claude, deployed in an afternoon.
- A live build. Luke takes a real stack from raw data to a working, governed customer 360 app. No slides, no mock data.
Who should attend
- Revenue operations and sales operations leaders managing fragmented data across too many systems
- CS and sales leaders who need account intelligence in the flow of work, not in a dashboard no one opens
- IT and integration teams who own the data layer and want to ship something the business will actually use
- Anyone who has been asked for a customer 360 and is still working on it