Automating important workflows
Business users in sales, marketing, customer support, HR, finance, IT, operations, and many other teams across the organization use the Tray Platform to take manage the automation of many processes and apps.
They take control of their Salesforce data for any use case to grow revenue, improve data governance and data hygiene, retain more customers, and manage an endless list of mission-critical internal processes.
Using Digital Automation to speed up your business
Do you want to beat your competition? Do you want to use fewer resources and become more agile?
We utilize a dynamic business process automation and integration platform called Tray
We can automate work processes in sales, marketing , HR and even finance to speed up and make your business processes more reliable. Make your business more agile
WHY?
As more businesses start using more disparate SaaS applications and other apps, IT organizations cannot keep up with the needs for integration and automation to let the overall business run seamlessly and be less dependent on manual work including data uploads, human scanning or re-typing of data into various systems.
What it looks like
The business logic is designed using multiple connectors and boolean logic operators
This essentially does the ‘programming’ without actually writing any code. It can be done faster and less expensively increasing business agility .
Example use case: marketing Webinar
We do a webinar event using Zoom and manually transfer attendee info to follow up in the CRM system, e.g. Hubspot
With AIDigitalProfit’s help the webinar information from Zoom flows into Hubspot and can also identify who attended, new attendees and whether or not any of the attendees need to be followed up with in sales or in the marketing email campaign.
Lets discuss how to turbocharge your business
Lets see how we can help you automate more of your marketing , sales, HR or finance workflows to speed up your business .
Become more agile.
