Case Study: Leading Media Firm expedites RFP workflows with Tray.ai

Leading media firm expedites RFP processes with automation

Leading Media Firm, a worldwide media company with 300+ employees, needed a faster way to coordinate requests for proposal (RFPs) across sales, marketing, and supporting teams. Before working with Tray.ai and its Tray Platform, communication was largely email-driven, which caused delays, missed updates, and last-minute scrambling for as many as 45 proposals each week.

Tray.ai implemented an automation that connected Slack and Salesforce so RFP requests could trigger timely alerts to the right teams and automatically log proposal details in Salesforce. The result was a more efficient workflow with better cross-team visibility and far fewer surprise RFPs, helping the company streamline day-to-day communications and save time on manual work.