Case Study: Vestorly achieves smarter support, better revenue forecasting, and greater efficiency with Tray.ai

Vestorly integrates CRM & payment processing to prioritize accounts, match leads, forecast revenue and make Sales Ops more efficient

Vestorly, a New York-based content marketing technology company, needed a way to streamline customer success, connect Salesforce with Stripe, and improve visibility into payment status, churn risk, commissions, and freemium conversions. As its business grew, manual processes and disconnected systems made it difficult to prioritize support for paying customers, track leads-to-opportunities, and forecast revenue accurately.

Using Tray.ai’s Tray Platform, Vestorly automated data sync between Stripe and Salesforce to centralize finance, sales, and customer data. The result was smarter support prioritization, better revenue forecasting, and significant time savings, including about 10 hours per month in commission calculations and roughly 3 hours per month handling billing issues, while also enabling the team to scale its freemium and retention efforts more effectively.

Vestorly

Jonathan Tartell

Vice President of Operations and Finance