“It was a very inefficient process that lacked teams, Vox Media uses Tray to update status easier sharing of data in real time, increased transparency across our teams,” says Atwood. fields in Asana automatically as they are updated integration stability, and transparency across the “Plus, it added an unnecessary layer of in Salesforce. “Before Tray, status information client lifecycle,” says Atwood. complexity to everyone’s jobs.” Atwood knew that was only available in Salesforce to the sales the integration between the two systems needed team,” says Atwood. “If a deal was closed-lost or Ultimately by streamlining and automating steps to be automated so the company quickly chose closed-won, the rest of the team didn’t always get within the pre-sale and post-sale workflow, Vox an off-the-shelf, self-managed integration tool notified.” Now with the Tray integration, everyone Media is hoping to shift team attention away from to solve the problem. However, when that tool on the project is automatically alerted via Gmail process and onto more important business goals failed to handle the volume and complexity of Vox when the status changes and the status updates of increasing close rates and ensuring positive Media’s requirements, Atwood had to pursue a are reflected in Asana. customer experiences to meet account growth better solution. and client retention goals. Results: Increase transparency, collaboration, Solution: Integrate and automate Salesforce and sharing, and efficiency Next up for Atwood and his team is to go deeper Asana with Tray.io While it’s still early days in the Tray integration into the integration and automation capabilities Atwood quickly began soliciting recommendations of Vox Media’s backend CRM and project within Tray to automate even more of the end-to- for alternatives and was referred to Tray.io by a management systems, the pre-and post-sales end workflow. And he can count on Tray to help trusted partner. “From the very beginning, I felt that teams are already seeing the benefits. “Tray uncover new opportunities for automation. Adds we were in good hands with Tray.io,” says Atwood. enables better cross-team collaboration, Atwood, “The support we get from Tray is amazing. “The personalized service and attention to detail With Tray, we have a group of experts who can help really sold us on the solution.” us explore all the possibilities we haven’t even thought of yet.” Once the decision was made, the initial integration of the three, disparate systems (Salesforce, Asana and Google Gmail) happened in a matter of weeks. Now Tray is being used to import opportunity data Tray enables better cross-team collaboration, easier from Salesforce into Asana in real time, a twentyfold sharing of data in real time, and transparency across the reduction in project creation lag time compared to the prior integration vendor. Then Tray automatically client lifecycle. assigns users to tasks within the project and assigns due dates, eliminating several duplicative, Mike Atwood, manual steps to streamline the workflow. Executive Director of Client Success To create even greater transparency across 43