Case Study: Jellyvision speeds lead response and boosts conversions with Tray.ai

Jellyvision dramatically improves lead response speed to enhance conversions and win rate with automation

Jellyvision, a Chicago-based SaaS company behind the employee communication solution ALEX, needed a faster way to manage lead data and route sales-ready opportunities. Its revenue team struggled to match leads to accounts across a large database, segment by territory and applicability, and move information through Salesforce and Marketo without hitting data limits or delays.

Using the Tray Platform from Tray.ai, Jellyvision built a custom integration between Marketo and Salesforce, with added de-duping and filtering logic to handle lead matching, routing, and granular record updates at scale. The result was a major improvement in lead response speed, cutting it from about 30 minutes to 10 and helping the team support higher conversions and win rates, while also setting the stage for future automation across sales operations.

Jellyvision

Zack Blois

Senior Manager, Platforms and Automation