The Tray Platform empowers organizations to build scalable Slack-enabled workflows. Integrate your major cloud applications and start receiving mission-critical insights in real-time.Tray.io helps business leaders in Sales, Marketing, Product and Support organizations automate tasks, unsilo data, and ultimately do more, faster, with no engineering resources.One platform to connect and automate your entire cloud stack
Major applications you can connect with the Tray Platform: Salesforce, Eloqua, Marketo, Netsuite, Intercom, Asana, Zuora, and more. Integrate and automate Slack with Tray Platform for:Visibility: Drive broader visibility on deal and project status across teams
Alerting: Go beyond Salesforce reports and instantly surface potential operational and revenue roadblocks
Process Improvement: Replace mundane tasks and processes by building time-saving automated workflowsPowerful workflows you can create with Tray + SlackTeam communication: Instantly notify teams by channel with key deal information whenever deal stages change.Aggregate customer data: Set Slack alerts whenever customers submit tickets. Integrate messaging apps, such as Intercom or Drift to pick up customer inputs, with product usage data from apps like FullStory, to compile all previous customer touch points. Then complete the integration with Slack to send real-time messages to your #support channel with a full picture of the customer’s current issue, previous issues, and account history. Empower your support team to directly reply to interactive support requests via Slack message, and append records and sync back to the rest of your stack to keep all customer interactions fully logged.Automate daily / weekly / monthly updates: Regularly pipe sales dashboard (e.g. Salesforce) or marketing performance reports (e.g. Google Analytics) to relevant team channels.Optimize approval processes: Incorporate the approval function into your Slack instance and automatically trigger the creation of a project in your project management apps, such as Asana or Jira, and/or in your CRM. Expedite approval for such processes as lead routing based on information provided by leads; gathering product feedback; and contract- and invoice-related processes as well.Route notifications intelligently based on logic: With large teams spread across multiple territories and subfunctions, route notifications intelligently to the right teams and individuals with the Tray Platform’s powerful and easy-to-use logical operators.
Ready to get started? Get in touch with us here.What enterprise customers say about Tray
“Tray gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. Tray has become a core part of our marketing infrastructure.” – David Dorman, Director of Growth and Demand Generation at Digital Ocean“I’d definitely recommend Tray.io to any company that has problems that can be solved by connecting cloud systems. You can take data, transform it, load it exactly the way you want, and own that process —that’s the beauty of Tray.io.” – Dan Ahmadi, Director of Demand Generation at Outreach.io