ROX+Microsoft365Copilot
Rox’s data and research.
Live inside Microsoft 365 applications
Howtouseit
Communicate directly with ROX revenue agents from the applications you already use.
Create “customer-ready” docs that reflect your actual relationship + deal motion
Mutual Action Plans (MAPs)
Success plans
QBR narratives
Account plans
Business cases / ROI writeups
Use Rox to quickly populate structured data like:
Top opportunities + stage + amount + next step
Pipeline gaps + risk flags
Renewal timelines and stakeholders
Generate slide content based on:
Opportunity details
Customer priorities
Past meeting themes / objections / risks
Generate customer-specific emails based on stage, pain points, and past interactions
Pull deal + stakeholder history before replying to a thread
Draft high-context follow ups
Write exec-ready summaries (“give me the 3-line version for my VP”)