Drive more pipeline with connected account-based sales development

Boost ABSD conversion with intuitive workflows that orchestrate highly targeted outreach

automate your account -based lead enrichment with the tray platform

Growing account-based sales development (ABSD) pipeline and conversion requires a sales development plan that orchestrates targeted outreach, clear analytics, and a comprehensive target account view. The Tray Platform provides intelligent visual automation that gets everyone on the same page for successful account-based selling.

Drive results by sequencing outreach to targeted accounts across marketing, SDRs, and sales. Achieve a 360-degree target account view using flexible integrations that connect key account-based sales apps for outbound, CRM, and buying signals. Report smarter by refreshing every ABSD metric automatically, and elevate conversion by efficiently scaling personalization.

integrate your processes with the Tray Platform

One of the biggest challenges is providing a funnel that can scale at the same rate across all parts of the sales cycle. The beauty of the Tray Platform is that you can take data, transform it, load it exactly the way you want, and own that process.

Dan Ahmadi - Director of Demand Generation, Outreach.io

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Grow account-based sales pipeline by connecting SDRs and marketing

Stop process breakdowns among your teams that damage outreach due to issues with marketing automation, CRM, sequencing, click-to-dial, or scheduling apps. The Tray Platform makes it simple to visually build workflows that connect every tool, and sequence every sales and marketing touch, for a holistic and error-free prospect experience.

Seamlessly hand off ABM to ABSD

Does your marketing team’s email automation auto-adjust based on account-based sales development activity? Quickly create workflows that connect key SDR prospect interactions directly back to your marketing tools to automatically update email subscriptions, nurturing tracks, or cadences.

Align marketing automation with SDR activity

Does your marketing team’s email automation auto-adjust based on account-based sales development activity? Quickly create workflows that connect key SDR prospect interactions directly back to your marketing tools to automatically update email subscriptions, nurturing tracks, or cadences.

Analyze results faster with ABSD metrics automation

Don’t get buried in spreadsheets. Integrate and refresh account-based selling metrics from any app for pipeline created, open and reply rates, and revenue generation, automatically. The Tray Platform unites data from all your apps and refreshes your analytics tools and reporting databases automatically.

Unify data for every target account

The Tray Platform ensures every campaign and touch always drives data to your targeted account database and CRM, so it’s continually improving. Whether updating accounts from the web, events, or affiliates, our workflows enable automated lead-to-account matching that ensures your account-based sales team are always working from the healthiest database.

Add account intelligence to SDR messaging

Our real-time workflows connect your account data to generate messages to SDRs based on the latest account intelligence changes or contact interactions. Instantly direct notifications to the right SDR, using their everyday team messaging and collaboration tools for the most informed prospect meeting.

Drive conversion with personalized messaging at scale

Elevate your sales development plan with laser-targeted messaging to your personas, based on segmentation such as revenue band or industry. Sophisticated workflows can automate selecting the right templates, auto-create personalized subject lines, and insert account-level copy, all directly connected to your account intelligence and outreach apps.