Guided Execution at Scale: How Ramp Accelerated their Sales Pipeline with Rox

Challenge

Sales Execution Was Bottlenecked by Manual Work

Ramp’s revenue team was scaling quickly but critical signals and workflows were trapped in manual tools. Reps spent too much time prepping for meetings, searching for deal context, and figuring out what to prioritize.

Pain Points:

• Time lost manually prepping before calls

• Lack of in-the-moment guidance for reps

• Inconsistent visibility for sales leaders

• No clear system for prioritization

Solution

Agentic Execution with ROX

By connecting directly with Ramp’s data sources, ROX activated a system of AI agents that surfaced the right context at the right time. For reps like Max, that meant showing up to calls with better information, less prep, and more confidence.

As Max put it:

“If I’m walking into a meeting and I don’t have ROX, I don’t feel as prepared.”

ROX became a true execution co-pilot, guiding reps through what to do next without toggling between tabs, tools, or Slack threads.

Key Tactics:

• Agentic workflows embedded directly in rep flow

• CRM records updated automatically in the background

• No extra logins, no dashboard fatigue

• Reps prep less, close more

Impact

More Confidence, More Clarity, More Closed Deals

Instead of spending time looking for what mattered, reps had AI agents doing the heavy lifting. Max closed more. New reps ramped faster. Leaders finally had visibility without micromanagement.

As Max said, “I use ROX before every single meeting. And I’ve told everyone on my team to do the same.”