Solutions / Marketing Ops & RevOps
MAP, CRM, and data warehouse all have a version of the truth — and none of them match. Tray.ai is the orchestration layer that makes them one stack.
Marketing has the attribution. Sales has the pipeline. Finance has the actual revenue. None of them produce the same number when they should — and the weekly review is a reconciliation exercise before it’s a strategy conversation.
Tray.ai is the orchestration layer that closes that gap. Cisco saw 80% faster lead response. Jellyvision cut lead response time from 30 minutes to 10.
Route leads from MAP to CRM based on territory, segment, score, and account match — in seconds, not overnight. Routing logic updates without an engineering ticket.
Attribution, pipeline, and revenue data in one view. Finance, sales, and marketing stop working off different numbers.
Agents that enrich leads, score accounts, and surface the right rep — on the same platform your integrations already run on.
Routing rules, triggers, and workflow logic owned by ops, not engineering. Changes ship in hours, not sprints.
30 → 10 min lead response time (Jellyvision)
“Tray has allowed us to operationalize AI faster than any other company we are competing with.”
Teams the marketing ops & revops role tracks for fit, scale, and proof.
Tech / SaaS
Jellyvision's revenue team was running lead matching and routing on the out-of-the-box features of Marketo and Salesforce — neither was buil …
Read the story →Tech / SaaS
GitHub's marketing automation platform and CRM didn't speak fluently to each other, so leads from a 36M-developer community were arriving wi …
Read the story →The use cases this role pursues first on Tray.ai.
Leads to sales in seconds.
Latency in your lead-routing funnel costs deals. Tray.ai routes, enriches, scores, and assigns — under three minutes from form submission to rep.
The revenue process, without the manual steps.
Automate the manual steps between marketing, sales, and finance — lead routing, pipeline handoffs, attribution, and campaign ops — so the revenue process runs without human intervention at every step.
Ship production agents, not pilots.
Most AI projects stall in pilot. Tray.ai is the path to production agents — reasoning, acting, and audited across your real systems.
The customer record every team agrees on.
A unified, real-time view of every customer — pulled from CRM, billing, support, product, and communication systems into a single record marketing, sales, and finance can actually act on.
Tray.ai is the orchestration layer between them — not a replacement. Lead scoring in Marketo triggers routing in Salesforce, enrichment from a third-party vendor, and a Slack notification to the rep — all as one workflow that any ops person can update. The MAP and CRM stay; the glue between them becomes configurable and auditable.
The immediate wins are enrichment and routing — agents that pull firmographic data, score inbound leads, and surface the right accounts to the right rep faster than a human can. Wavo operationalized AI for RevOps on Tray.ai and reports moving faster than any competitor. The governance comes built in — every agent action is logged, every tool call is traceable.
Yes. Routing rules, trigger conditions, field mappings, and workflow logic are configurable by operations teams directly. Changes don't require a sprint or a Jira ticket. The engineering team defines the architecture once; Marketing Ops and RevOps iterate on the logic.
Marketo, HubSpot, Eloqua, Pardot, Salesforce, HubSpot CRM, Snowflake, BigQuery, Databricks, LinkedIn Ads, Google Ads, Stripe, and 700+ more. The universal HTTP client handles any tool with an API. One platform covers the full marketing and revenue stack.
Walk through your real systems with someone who's been there.
