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

Playbook to accelerate sales processes.

+20%

lift in meetings booked

+90%

Reduction in rep prep time

+15%

6-figure deals uncovered

About

A fintech company that provides corporate cards, expense management, and spend optimization tools for businesses.

Industry

Fintech: corporate spend management and financial operations niche

Company size

500+ employees

Headquarters

New York, US

Founded

2019

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“I close more when I use ROX. That’s the bottom line.”

Max Freeman

VP of Sales

Challenge

Sales Signals Were Getting Lost in the Noise

Manual research slowed reps down and left revenue on the table

Ramp’s sales org is built for scale, but reps were losing time chasing scattered data. From SDRs to AMs, teams struggled to identify which accounts were worth engaging. Manual prep led to slower outreach, missed opportunities, and guesswork that hurt efficiency. Coaching was reactive, not real-time, and onboarding new reps was too dependent on tribal knowledge.

Pain Points:

Hours spent manually gathering intel
Inconsistent targeting and messaging
Difficulty coaching based on rep activity
Onboarding slowed by unclear processes

Solution

ROX Turned Guesswork into a Guided System

Reps get smart alerts, managers get better coaching tools, and results follow

With ROX, Ramp enabled 150+ reps across AE, SDR, and AM teams to work smarter and faster. ROX surfaces high-signal accounts, auto-generates deal context, and arms reps with messaging angles and alerts that convert. Reps now prep in minutes, not hours. Managers use ROX to review deal actions in 1:1s, coach on real insights, and help reps close the loop on what matters most.

Key Tactics:

Embedded ROX Agents across go-to-market teams
Evidence-based targeting vs. guesswork
Smart alerts that drive prioritization and time sensitive actions
Accelerated onboarding with built-in playbooks and context

Impact

From Noise to Nuance: More focus, more meetings, and faster closes

ROX helped Ramp reps replace manual prep with high-signal precision. Instead of spending hours digging for context, reps now act fast on surfacing insights, uncover hidden deals, and prioritize smarter. The results are tangible across the funnel — more meetings booked, faster onboarding, and higher-quality coaching conversations that move the pipeline forward.

Top Impact Stats:

20% lift in meetings booked using ROX alerts
6-figure deals uncovered through ROX insights
90% reduction in rep prep time (from ~60 mins to ~5)

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