Case Study: Vox Media Connects and Automates Pre- and Post-Sales to Streamline Workflow Improves efficiency, transparency, and cross-team collaboration by integrating Asana, Salesforce, and Gmail Industry: Media Challenge: Connect pre- and post-sales for greater transparency Location: New York, New York Vox Media’s sales team relies on Salesforce Solution: Tray.io Sales and Marketing Cloud to manage leads and customers throughout Highlights: the sales process. The revenue support teams needed a way to streamline the tracking and • Integrated three disparate systems (Salesforce, managing of advertising projects, including Asana and Gmail) to eliminate duplicative, manual proposals for sales opportunities, on-boarding processes and automate information flow across of new clients, and ongoing management of systems campaigns. The team selected Asana and soon • Reduced project creation lag time 20X looked for a way to link it with Salesforce. What does it take to build a digital empire in • Improved transparency and collaboration across today’s rapidly evolving media landscape? It takes According to Mike Atwood, Executive Director sales and design teams a powerhouse house of brands that serve up of Client Success at Vox Media, the company more than 1 billion content views each month to first began by manually re-entering data from content-hungry audiences. Salesforce into Asana. A member of the sales The owner of that house of brands is Vox Media. team would add data into Salesforce about an The company’s eight editorial brands serve up upcoming opportunity and then summarize the everything from sports coverage on SB Nation to data and send it to an email alias for the rest of gaming news on Polygon, politics on Vox to the the team. A member of the revenue support team latest shopping trends on Racked. It’s a modern would then create a new Asana card and copy media success story. and paste the opportunity information into this new project. 42