Case Study: Udemy streamlines enterprise contract operations with Tray.ai

Udemy saves 20–25 hours a month automating contracts with Tray.ai

Udemy, an online learning platform, faced a challenge in scaling its enterprise sales process. Its self-service system processed payments in Stripe, but the subsequent creation and amendment of contracts in Salesforce CPQ had to be done manually because key CPQ functions were not available via API. This manual process was inefficient and required significant resources. To solve this, Udemy implemented an integration solution from vendor Tray.ai using the Tray Universal Automation Cloud.

The solution built with Tray.ai seamlessly synced data between Stripe and Salesforce CPQ, automating the entire contract process. This integration was built by Udemy's operations team without requiring engineering effort. The results were significant, saving the company 20-25 hours per month on enterprise contract operations and leading to monetary savings. This success with Tray.ai empowered Udemy to offer an efficient, automated self-service sales process.

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