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

Udemy streamlines self-service to enterprise sales process

Udemy, the online learning platform, needed a better way to handle enterprise self-service contracts as it scaled. Its SDR team was manually entering payment and contract details from Stripe into Salesforce and Salesforce CPQ, creating time-consuming, error-prone work and preventing the company from efficiently managing enterprise purchases.

Using Tray.ai’s Tray Platform, Udemy automated the flow of data between Stripe, Salesforce, and Salesforce CPQ without engineering resources. The solution streamlined enterprise contract processing, saved 20–25 hours per month, and eliminated about $1,000 in monthly hard costs tied to manual data entry, while freeing SDRs to focus on selling.

Udemy

Sean Passanisi

Senior Manager, Sales and Marketing Operations