Lead routing solution
In this course you will learn how to effectively distribute leads to your sales team, ensure prompt follow-ups, and ultimately, optimize your conversion rates by building a low-code lead routing solution.
The course is free and can be found in Tray Academy, if you already have an account, click the button to learn more about getting into Tray Academy, otherwise you can sign up for trail below and then log into the academy once you've started your trial.
Learn more about what's involved below and get started in Academy when you're ready to give it a go!
Solution highlights
The lead routing solution taught in this course has been built and tested in production for years by the Tray team.
The framework is highly composable, meaning you can easily adjust its component parts to meet the needs of your business and adjust it to meet your future requirements with ease.
Routing leads through territory or ownership-based rules
Automated creation of routing queues for round-robin routing
Ability to route multiple CRM objects (e.g. Leads, Contacts, Opportunities, Accounts, and Custom Objects)
Ability to route across account teams (e.g. SDR/BDR, AE, CSM, Partner Managers, etc)
Course summary
In this hands-on course, you'll be given the opportunity to learn how to build a production-ready lead routing solution.
You'll be given detailed instructions, a set of templates, and labs that help you learn how to customize the solution to meet the specific needs of your sales organization.
No production authentications required
Complete set of lead routing workflow templates
10 interactive labs designed to simulate common lead routing scenarios
Getting started
Course prerequisites and what to expect
In order to take this course, you'll need access to the Tray Universal Automation Cloud.
After signing into your existing customer account or trial:
If you are using a free trial throughout the course...
By default, the trial lasts 14 days, however we are happy to extend it if you need more time, your progress will not be lost
After setting up your trial, you will be given immediate access to Tray & Tray Academy, where you can take a fundamentals course on using the platform, which we strongly recommend for all new users
The course is self-paced
You will find learning modules where the solution is explained in detail, modules take anywhere from 5-30 min each
There are templates provided for the solution as part of the course
The course takes you through several interactive labs, where you get to apply the concepts learned in the modules using the provided templates
You will not need to authenticate to any systems during the course
We provide you with fake CRM data that simulates a production lead routing solution without the need to connect to any of those systems
You may schedule time with a solutions expert
Simply reach out to your Tray sales representative who can connect you with a solution expert for a complimentary office hours engagement to discuss how the solution may work for your organization
Ready to get started?
If everything above sounds like something you're interested in, complete the following registration form so you can get started!
I've trusted Tray to orchestrate our mission critical lead processes in both my current and previous companies. It's an indispensable part of our Revenue Stack, acting as the backbone to making our systems and processes work exactly how we need them to.