Driving Sales Efficiency: How Graphite Implemented Seamless Workflows with Rox

Challenge

Great Research, But Hard to Scale

High-effort prep slowed down sales velocity

At Graphite, strategic sales prep was non-negotiable. Reps relied on a mix of Gemini, Crunchbase, LinkedIn, BuiltWith, and Slack to piece together intel before discovery calls. The results were solid, but the process was fragmented and time-consuming. Each rep had their own approach, which made it difficult to scale, standardize, or onboard new team members efficiently.

Pain Points:

• 30+ minutes of prep per call, per rep
• Insights scattered across tabs and threads
• No consistent format or workflow
• High ramp time for new sales hires

Solution

Embedded AI, Tailored to the Sales Motion

Rox brought intelligence into the sales workflow

Instead of layering on yet another tool, Graphite embedded Rox directly into their CRM. Now, every rep gets a live, auto-generated dashboard before each call—structured around their exact sales playbook. No tabs, no toggling. Just actionable insights ready to go.

Key Tactics:

• Rox Agent auto-generates dashboards per deal
• Custom AI insights: Company overview, funding, stack, hiring signals, competitors
• Daily Slack alerts with prep checklists
• Consistent playbook embedded across the team

Impact

From Fragmented Prep to Sales Acceleration: Saved time, tighter calls, faster ramp-up

Graphite’s sales team now spends less time preparing and more time selling. Prep time dropped by 75%, onboarding new reps is twice as fast, and call quality has become more consistent across the board. Rox delivered exactly what the team needed: structure, speed, and strategic clarity.

Top Impact Stats:

• 75% less prep time needed
• 50% quicker ramp up for new reps
• 80% decrease in tool switching