Guided Execution at Scale: How Ramp Accelerated their Sales Pipeline with Rox
Playbook to accelerate sales processes.
About
Ramp
A fintech company that provides corporate cards, expense management, and spend optimization tools for businesses.
Industry
Fintech: corporate spend management and financial operations niche
Company Size
500+
Employees
Headquarters
New York, US
Founded
2019
Challenge
Ramp’s revenue team was scaling quickly but critical signals and workflows were trapped in manual tools. Reps spent too much time prepping for meetings, searching for deal context, and figuring out what to prioritize.
Pain Points:
Time lost manually prepping before calls
Lack of in-the-moment guidance for reps
Inconsistent visibility for sales leaders
No clear system for prioritization
Solution
By connecting directly with Ramp’s data sources, ROX activated a system of AI agents that surfaced the right context at the right time. For reps like Max, that meant showing up to calls with better information, less prep, and more confidence.
As Max put it:
“If I’m walking into a meeting and I don’t have ROX, I don’t feel as prepared.”
ROX became a true execution co-pilot, guiding reps through what to do next without toggling between tabs, tools, or Slack threads.
Key Tactics:
Agentic workflows embedded directly in rep flow
CRM records updated automatically in the background
No extra logins, no dashboard fatigue
Reps prep less, close more
Impact
Instead of spending time looking for what mattered, reps had AI agents doing the heavy lifting. Max closed more. New reps ramped faster. Leaders finally had visibility without micromanagement.
As Max said, “I use ROX before every single meeting. And I’ve told everyone on my team to do the same.”
“I close more when I use ROX. That’s the bottom line.”
