User Guide / Overview
Engage: Deep Personalization at Scale
In today’s crowded sales landscape, personalized outreach can make all the difference. But composing tailored messages for each prospect is a time-consuming process, involving more than just typing—it requires careful thought, structuring, and an understanding of the prospect’s unique needs. For sales teams looking to scale their outreach without sacrificing quality, Rox’s contextual outreach capabilities provide a smart solution.
Rox combines deep account and contact insights with powerful messaging tools to make personalized outreach faster, easier, and more impactful. Here’s how Rox’s contextual outreach functionality streamlines the process of reaching out to prospects and building pipeline in a highly competitive market.
The Challenge of Personalization in Messaging
Drafting a personalized email or LinkedIn message can be tedious work, especially when managing a large book of business. Writing from scratch not only takes time, but it also drains the mental energy needed for high-quality engagement. While templates can speed things up, they often lack the depth needed to make outreach feel relevant and tailored.
Rox’s solution? Generate messaging drafts based on deep contextual understanding of your accounts and contacts, providing you with a strong starting point that can be lightly edited to suit each recipient. This approach maintains high message quality without the time burden of creating each email from the ground up.
Rox’s Messaging Tools: Email and LinkedIn Drafts
Rox offers two types of messaging out of the box:
Email Drafts: Generate tailored email drafts for targeted outreach, ensuring that each message feels personal and aligned with the recipient’s needs.
LinkedIn Connect Messages: Create messages optimized for LinkedIn connection requests—short, engaging, and designed to capture attention within the platform’s character limits.
By leveraging Rox’s messaging tools, sales teams can reduce the time spent on email writing by up to 80% compared to starting from scratch. More volume, less time, and personalized outreach—it’s a win-win.
Customizing Your Messaging with Rox
With Rox, it’s easy to customize your messages based on specific insights, making each piece of outreach feel relevant and thoughtful. Here’s how Rox supports deeper personalization:
Company Information: Pass sections from Rox’s Account Research, such as pain hypotheses or corporate objectives, to generate messaging directly tied to the prospect’s business context.
Recent Events: Use current events like news articles, earnings call insights, recent job changes, or new job postings to create relevant messaging that resonates with your prospect’s immediate priorities.
Contacts: Select specific contacts to tailor messaging further, ensuring that it speaks to the individual and connects with broader account context (like recent company developments or strategic objectives).
Notes and Artifacts: Upload your own notes, articles, or relevant public URLs. Rox’s messaging drafts will integrate these materials, enriching the message with unique insights that reflect your deep understanding of the account.
These customizable elements give sales teams “knobs” to adjust their outreach, making it both specific to the account and streamlined for the sender.
Fast, Tailored Outreach—Without Sacrificing Quality
Rox’s Engage: Messaging tools allow you to scale high-quality outreach without defaulting to generic content. With powerful customization options and draft generation capabilities, Rox enables you to maintain a steady stream of meaningful, personalized outreach that connects with prospects on their terms. Instead of spending time composing emails from scratch, you can focus on what matters: building relationships and advancing deals.
In a world where personalization often comes at the cost of efficiency, Rox’s Engage: Messaging functionality helps you achieve both. By giving sales teams the tools to quickly generate and customize outreach, Rox empowers you to engage prospects with speed, precision, and relevance—every time.