Discover: Continuous Discovery, in Auto-Pilot

Getting a foot in the door with a new account is rarely a straightforward task. From the initial research to identifying the right contacts and positioning, discovery often involves multiple steps—and it doesn’t stop after the first sale. In today’s dynamic sales landscape, the discovery process is essential throughout the entire sales cycle. The best sellers run discovery continuously, always staying aware of new expansion paths, shifts in the market, and changes within accounts.

Rox’s Discovery functionality was inspired by countless pipeline generation sessions with top sellers across various companies and industries. This toolset helps you discover new opportunities, uncover relevant contacts, and refine your outreach strategies. Here’s how Rox enables powerful, efficient discovery:

Key Discovery Features

Clever Columns

Want to know which companies have a relationship with your partners? Need insights into what cloud providers a company uses? Or maybe you’re tracking competitor mentions in job postings? Rox’s Clever Columns feature turns online research, job postings, and people data into actionable summaries and metrics across your account list. These columns allow you to filter and target messaging based on unique insights, making campaigns more relevant and increasing your chances of engagement. Clever Columns provide a quick way to take broad research and make it actionable for targeted outreach.

Contacts

With Rox’s access to a database of over 1 billion contacts, finding the right people has never been easier. Rox not only sources contacts within your target accounts but also enriches each contact profile with online research, so you get detailed, real-time information. With these enriched profiles, you have complete visibility into the backgrounds and roles of key decision-makers, allowing for more meaningful engagement from the first interaction.

Pipe Gen Actions

Rox takes pipeline generation to a new level with Pipe Gen Actions. Rox scans your territory for compelling events—such as shifts in a competitor’s strategy or new initiatives that align with your product—and recommends companies for you to engage. But it doesn’t stop there; Rox also identifies the most relevant contacts within those accounts and provides draft messaging tailored to each event and person. This not only saves you time but also ensures that your outreach is timely, personalized, and highly relevant. Rox removes the cognitive load from account and contact selection, providing tailored recommendations and streamlining your prospecting efforts.

Flexible Discovery to Suit Your Workflow

Rox’s Discovery features are designed to adapt to your unique workflow. You can configure your discovery preferences—choose specific personas, set relevant triggers, and adjust the volume of companies to match your pace. Whether you prefer to run quick, daily 30-minute sessions or focus on a larger discovery block, Rox supports your rhythm and helps you stay proactive in your outreach.

A Discovery Process Built for Dynamic Sales Cycles

Discovery isn’t just a one-time task—it’s a continuous process that top sellers integrate into every stage of the sales cycle. With Rox’s Discovery functionality, you’re always in tune with your accounts and market movements, ready to act on new opportunities, expand existing relationships, and position yourself as a proactive, informed partner.

For sales teams looking to stay ahead, Rox’s Discovery capabilities offer a smarter, faster way to identify and engage new opportunities, unlocking growth and building stronger customer relationships.