Mapping complex accounts

How Codat Goes Deeper to Win Complex Accounts with Rox

Codat helps the world's largest commercial banks access real-time business financial data to make smarter lending decisions. With thousands of relevant stakeholders in each account, their revenue team needed to go deep.

Codat was looking for an account intelligence tool that could match the complexity of their market. Manual research was consuming hours per account, org charts lived in disconnected spreadsheets, and staying current across a book of constantly reorganizing banks had become a full-time job. 

After evaluating the leading outbound platforms, Codat chose Rox.

"If you're looking for a system to automate your research and dramatically reduce the hours spent on outbound activity, Rox is the next best thing." - Joey Rault, CRO, Codat

Rox Impact on Codat:

- Deeper account penetration: Rox gives reps the depth to map stakeholders they never knew existed, assign confidence levels to reporting structures, and systematically expand their footprint. Ultimately helping them turn single-threaded deals into larger, multi-threaded ones.

- Hours saved per account: What once required hours of manual research per account is now a single continuously updated system that doesn’t just source information for Codat reps but acts on it.

- Insights at the right time: Rox monitors Codat's book of accounts 24/7, surfacing the signals that matter in the moment they happen, so reps can break into and expand deals before the window closes.

"We thought we were doing things well. And then when we saw what we could do with Rox, we realized there was just a whole other level you could get to." - Joey Rault, CRO, Codat

Why Codat Chose Rox:

- Unmatched depth in complex accounts: Rox combines continuously updated intelligence and the ability to layer in Codat's own account knowledge. This gives reps a complete, dynamic picture of every account rather than a frozen snapshot.

- Always-on intelligence: Commercial banks are among the most dynamic organizations in the world. Rox replaced reactive analysis with continuous monitoring that surfaces what actually matters to Codat's business.

- A true building partner: Joey shared feedback on the org chart feature early in implementation, half-expecting it to go nowhere. Within two weeks, Rox had shipped it as a live feature. That responsiveness has continued throughout the partnership. 

Going Deeper to Win Codat’s Most Complex Accounts

Codat operates in one of the most complex and competitive markets in enterprise software selling into the world's largest commercial banks where being first to a conversation can make or break an opportunity. Rox gave their team the depth, intelligence, and speed to stop reacting and start leading.

"How do you narrow from thousands of people to the 100 that matter most, and then to the top 10 or 20? Historically, that was a full-time job. Rox completely flipped that concept on its head." - Joey Rault, CRO, Codat

With Rox, Codat collapsed hours of manual research and outreach. Rox gives reps the structure to challenge their assumptions, identify new stakeholders, and reach the right people before the competition does.