Sales Co-Pilot: How New Relic Empowers Sales Reps with Rox

Challenge

Too Much Prep, Not Enough Selling

Reps needed 45 minutes to prepare for a single call

At New Relic, the mid-market new business team was focused on winning new logos and expanding efficiently. But reps were spending up to 45 minutes prepping for discovery calls—hunting down buyer intel, reviewing CRM entries, researching companies, and stitching together insights across tabs. This fragmented prep process made sales cycles longer than they needed to be.

Pain Points:

• High time spent per call

• Lower volume of calls/rep

• Fragmented customer experience

• No benchmarks for rep coaching

Solution

Embedded Sales Intelligence at Their Fingertips

Rox consolidated the entire prep workflow into one smart dashboard

With Rox, New Relic’s sales team gained a CRM-native dashboard that auto-pulls key insights for each deal—company info, buyer context, suggested plays. Reps now walk into meetings more confident and better prepared, without the 45-minute research scramble. Managers use Rox dashboards for real-time coaching and reinforcing best practices across the team.

Key Tactics:

• Rox Agent embedded in CRM workflow

• Auto-generated deal dashboards for every rep

• Turnkey access to buyer context

• Real-time visibility for frontline managers

Impact

From Prep Chaos to Pipeline Momentum: Higher rep productivity and shorter sales cycles

Rox enabled New Relic's mid-market team to dramatically cut prep time and tighten execution. Reps now engage faster, managers coach more effectively, and sales cycles are moving with greater speed and consistency. It feels less like a tool, and more like an embedded sales co-pilot—helping each rep focus on what matters most.

Top Impact Stats:

• 85% efficiency gained in research time

• 50%+ quicker ramp up for new reps

• Better engagement from prospects

• Shorter sales cycles