Sales Co-Pilot: How New Relic Empowers Sales Reps with Rox

Playbook to getting the most out of your sales team.

About
New Relic

Cloud-based observability and application performance monitoring (APM) platform designed to help engineers and operations teams monitor, debug, and optimize their software stack end-to-end.

Industry

Cloud-based IT Operations Management, Observability platforms, Application Performance Monitoring (APM) software

Company Size

2000+

Employees

Headquarters

San Francisco, US

Founded

2008

Challenge

Too Much Prep, Not Enough Selling

Reps needed 45 minutes to prepare for a single call

At New Relic, the mid-market new business team was focused on winning new logos and expanding efficiently. But reps were spending up to 45 minutes prepping for discovery calls—hunting down buyer intel, reviewing CRM entries, researching companies, and stitching together insights across tabs. This fragmented prep process made sales cycles longer than they needed to be.

Pain Points:

  • High time spent per call

  • Lower volume of calls/rep

  • Fragmented customer experience

  • No benchmarks for rep coaching


Solution

Embedded Sales Intelligence at Their Fingertips

Rox consolidated the entire prep workflow into one smart dashboard

With Rox, New Relic’s sales team gained a CRM-native dashboard that auto-pulls key insights for each deal—company info, buyer context, suggested plays. Reps now walk into meetings more confident and better prepared, without the 45-minute research scramble. Managers use Rox dashboards for real-time coaching and reinforcing best practices across the team.

Key Tactics:

  • Rox Agent embedded in CRM workflow

  • Auto-generated deal dashboards for every rep

  • Turnkey access to buyer context

  • Real-time visibility for frontline managers


Impact

From Prep Chaos to Pipeline Momentum: Higher rep productivity and shorter sales cycles

Rox enabled New Relic's mid-market team to dramatically cut prep time and tighten execution. Reps now engage faster, managers coach more effectively, and sales cycles are moving with greater speed and consistency. It feels less like a tool, and more like an embedded sales co-pilot—helping each rep focus on what matters most.

Top Impact Stats:

  • 85% efficiency gained in research time

  • 50%+ quicker ramp up for new reps

  • Better engagement from prospects

  • Shorter sales cycles

“Rox is like having a co-pilot that surfaces insights and keeps you focused on the most important actions.”

Get started today

Get started today

Get started today

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox, Inc. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox, Inc. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox, Inc. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox, Inc. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Copyright © 2026 Rox. All rights reserved. 251 Rhode Island St, Suite 205, San Francisco, CA 94103