Run with Rox: Engage your Accounts
This guide walks you through identifying a key account development and taking immediate action using Command feature—from discovery to outreach in just minutes.
Let's say that I am an Account Executive at Rox. I am selling our Agentic CRM to large enterprise. I am interested in reaching out to prospects based on compelling recent public news events.
Step 1: Identify New Developments from Insights
Navigate to the Insights of an account you want to engage with in order to find recent developments
Here, we can see an insight alerting us that IBM has completed an acquisition! Perfect! It has identified a Senior Vice President that I should learn more about.
This is a high-value signal that warrants immediate follow-up, so I'm going to learn more about this SVP with Command
Step 2: Use Command to Dig Deeper
Click on "Learn about Mohamad" on the insight to learn more about his background, role, and his key objectives as a leader at IBM.
Command analyzes the Rox knowledge graph and surfaces key context:
- Prior communications with this account
- Recent email exchanges
- Public information on key contacts
- Recent news updates on industry initiatives
Command has recommended that I draft a personalized outreach email to Mohamad, referencing their recent acquisition and their need to sell net new product lines as a result of this new business division.
Step 3: Draft an Email and Send
We click on the "Suggested Action" to reach out to Mohamad, and get a personalized email referencing his prior experience, key objectives as a Senior Leader at IBM, and how Rox can help them navigate revenue targets amidst this acquisition
Step 4: Send It!
Send your email directly from Rox or copy it to your preferred platform!
And just like that, we have engaged an account in just minutes based off of a high value signal in just minutes with Command.