Lead lifecycle management

Fix your leaky funnel

Move inbound leads to engaged in minutes using Tray. With less manual work, more dependable systems, and trust in your data – conversion rates improve, acquisition costs decrease, and ops teams are freed up to focus on work that moves the revenue needle.

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Webinar

Trapped by your MAP?

Hear from Sr. Director of Automation Solutions, Niels Fogt to discover the power of modern automation in orchestrating an airtight lead funnel for fast and flexible lead lifecycle management.

Niels Fogt
Host

Niels Fogt

Sr. Director, Growth Marketing

The real costs of a leaky funnel

Industry analysts state that securing a single qualified sales opportunity takes:

1600Impressions
65Leads
8Marketing Qualified Leads

Marketers spend 60% of their budget on campaigns and tech and are burdened with per lead costs of $100-$500. Given these investments and facing shrinking conversation rates, every qualified lead must be treated like gold.

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Marketing Ops

We operate at a massive scale; we capture 50,000 leads per day across thousands of channels. Before Tray, we were sending 90% of our leads to sales in under 10 minutes. With Tray, we are sending 99% of our leads to sales in under 3 minutes.

Principal Marketing Systems Architect, Contract lifecycle management company
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When every second counts, count on Tray

Time spent processing leads is a lost opportunity, a chance for competitors to surge ahead, and a drag on your team’s productivity.  Tray supercharges every phase of the lead lifecycle:

  • Capture leads from any data source

  • Prepare for great leads with good data

  • Record accurate data in your source of truth

  • Engage at the right time with the right context

lead lifecycle management - framework diagram - including the steps capture, prepare, record, engage

Capture every lead, every time

Tray automatically captures leads from any source such as social media, webinars, or in-person events with unmatched speed and agility.

  • Follow up faster: No more manual data entry. Use Tray to quickly and accurately upload bulk leads from events, email lists, or other sources.

  • Automate the tedious work: With automated, error-free lead lists you receive more time to focus on more important work.

  • Detect any issue: Maintain a healthy pipeline with real-time monitoring and alerts, so you can quickly identify and resolve issues before they impact your lead flow. 

  • Inbound to sales outreach in minutes: With our unique serverless architecture, scaling up instantly to handle demanding funnels is effortless. No trigger backlogs or backed-up sync queues to slow you down.

lead lifecycle management - easily capture from lead sources such as linkedin, webinars, tradeshows, and facebook

Prepare for great leads with good data

Do you struggle with the quality of incoming leads? Preemptively validate and normalize lead data to ensure only the best leads reach your sales team. 

Lead Standardization & Enrichment

  • Comprehensive validation: With Tray, scrutinize every lead detail, from email syntax to domain validity, to filter out the noise and ensure only the best leads get through.

  • Normalization for consistent data quality: Standardize every lead detail, from phone numbers to addresses, for consistent data quality across your systems.

  • Enrich your data for more impactful leads: Append missing business card data from external trusted sources such as ZoomInfo, Apollo, and Clearbit.  

lead lifecycle management - tray workflow that validates lead data

Set the record straight in your source of truth

Whether it’s campaign attribution, consent management, or lead qualification and routing, trusting your data starts with controlling how and when it appears in your systems of record.

  • Gain a 360-degree lead view: Capture intent and engagement data from any source and record it in your source(s) of truth.

  • Prevent duplicate records: Stop fighting and cleaning up duplicate records after they appear in your source of truth.

  • Accurately attribute every touch: Ensure every campaign gets proper credit by solidifying your campaign attribution processes. Stamp first and last touch data to leads, contacts, or custom lifecycle objects. 

lead lifecycle management visual - how to consistently record data via a tray workflow

Create an engaging prospect experience

Get leads to the right person at the right time, providing transparency on what they’ve done, and moving with lightning speed.

  • Time your touches right: Use Tray to listen for the right signals and choreograph the perfect touches with your ICP prospects. Whether it’s product usage in a PLG motion or enterprise buying signals, Tray lets you tap into any data source and orchestrate your sales and marketing touches as you see fit.

  • Book more meetings with better context: Real-time notices via Slack or MS Teams for high-value leads. Automated, persona-based sequences for others. Tray’s flexibility lets you create the experience your prospects deserve.

lead lifecycle management visual - check if a lead is a MQL via tray workflow

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.

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Kevin Cassidy - Head of Marketing Operations
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Take the next step

Ready to improve your conversion rates?

Schedule a consultation to review any lead lifecycle management operational challenges you’re facing and determine how you can address them with Tray.