Tray.io corporate gifts drive $130 in pipeline per $1 spent

When the sales and marketing teams at Tray.io saw the lofty goals their ATL decision-makers set for them in 2019, they knew they needed Sendoso. 

Tray.io, an IT infrastructure platform that specializes in UX and automation, needed to strengthen relationships with clients and drive pipeline acceleration. Plus, they wanted to develop a proactive plan to prevent skipped and canceled meetings.

The Tray.io exec team took a look at the forecasts and set the benchmark high. They wanted to triple revenue growth that year.

Anyone who has been on the receiving end of that kind of C-suite directive knows they had better get to work strategizing, and fast.

Sara Nelson, senior director of demand generation, knew just where to go. Nelson already experienced success utilizing Sendoso with a former employer — twice. She knew that with its easy ability to send relationship-building touches, Sendoso would be the perfect solution to facilitate Tray.io’s plan. 

They started with the basics and crafted a comprehensive marketing plan. It incorporated a direct mail strategy designed to protect scheduled meetings and make deeper connections. 

Sendoso was the tool to turn to drive their strategy and hit revenue growth targets.

Direct mail marketing is a great way to get your materials into the hands of the target clients. It’s measurable, it’s trackable, and it’s customizable. Teams that have high KPI standards know they need quantifiable results-based metrics to show their CEO at the end of the day.

For Tray.io, they needed a two-pronged approach to direct mail that would help them reach their goals: automation to keep processes simple, and metrics to measure campaign lift.

With those goals in sight, the Tray.io marketing team leveraged both the Sendoso and Tray platforms. They created a simple, automated workflow designed to dramatically increase the conversion rate of meetings booked to meetings held. 

Reps started with a simple $5 coffee eGift through Sendoso’s sending platform. They personalized it from the demand generation team. These easy sends were designed to drive interest with clients. It worked. Once meetings were scheduled, Tray.io set automated reminder emails at regular intervals.

Fortunately for a UX company like Tray.io, and a highly-customizable platform like Sendoso, integration was a snap. The team integrated a winning combination by using Sendoso’s sending platform with Chili Piper for scheduling and Outreach for sales engagement.