Case Study: Outreach boosts sales productivity with Tray.ai

Outreach.io Supports Incredible Growth by Closing Workflow Gaps

Outreach, a fast-growing SaaS company, needed a better way to close workflow gaps across its sales and marketing stack. Despite using automation tools, teams were still manually copying data between systems and relying on engineering resources to build integrations, slowing down sales processes and limiting scale. Outreach used the Tray Platform from Tray.ai to help connect cloud systems across tools like Slack, Salesforce, Marketo, Google Sheets, email, CSV files, and web forms.

Tray.ai implemented automated workflows that enriched lead data, routed it into Marketo and Salesforce, triggered Slack alerts from keyword-based conversations, and streamlined requests for items like thank-you notes and swag. The result was faster lead delivery, improved communication across teams, and higher productivity for sales and sales enablement. Outreach also reported that about 20% of the company was already using Tray.ai, with significant room to expand automation across other departments.

Outreach

Dan Ahmadi

Director of Demand Generation