Overview

ThoughtSpot’s marketing and sales operations teams needed to modernize their approach as the company shifted to a cloud-based, product-led growth model. From improving account tiering and territory management to syncing billing data in Salesforce, they used Tray to eliminate manual processes and support scalable revenue initiatives.

What you’ll learn 

• How ThoughtSpot automated account tiering and prioritization to support a dual sales motion

• Ways to enrich, transform, and manage vendor data directly in Salesforce

• The full workflow powering a product-led growth model with Stripe and Salesforce

• Best practices for integrating payments, automating trial upgrades, and reducing manual effort

Session chapters

1. Understanding Thoughtspot's mission

2. The role of automation in operations

3. Building workflows for product-led growth

4. Identifying unique workflow challenges

5. Integrating payment processing with Salesforce

6. Q&A