Plan & Prioritize: Transform Your GTM Strategy

Plan your target territories and prioritize your accounts with Rox.

Planning is the foundation of any successful Go-To-Market (GTM) strategy. It’s where you determine which companies to target, how to organize your territories, and how to make the best use of your Account Executives’ time and energy. Traditional planning methods rely on basic company information like employee count, location, or industry. While these firmographics provide a starting point, today’s competitive landscape requires a more refined approach. That's where Rox’s “Plan” capabilities come in.

Over the past year, we’ve talked to hundreds of GTM leaders. A common theme emerged: planning has become more data-driven and precise. Leaders are looking for enriched data, relevant timing, and new technology—like large language models (LLMs)—to optimize their strategies. Rox offers advanced tools that turn planning into a powerful, informed process, and we’re excited to share how. Rox supports planning in four core areas:

List Creation

Start your planning journey by providing Rox with a list of target accounts. From there, Rox can help you analyze and segment these accounts based on your goals. Whether you have a defined list or need help building one, Rox sets the stage for deeper insights and better territory alignment.

Data Enrichment

Effective planning relies on rich, reliable data. Rox offers two levels of enrichment to give you comprehensive and accurate information on your target accounts:

• Basic Data Enrichment: Rox automatically augments your account data with information from multiple providers, giving you a fuller picture of each prospect with minimal effort.

• Premium Data Enrichment: Need more customized metrics? Rox has partnerships with dedicated data providers who can deliver custom enrichment requests on a large scale. This level of enrichment allows you to go beyond the basics and access detailed metrics specific to your needs.

Prioritization

With enriched data in hand, the next step is prioritizing accounts to focus on high-impact opportunities. Rox makes this easy by translating complex information into simple, actionable metrics:

• Online Research to Metrics: Rox turns any online search into metrics or summaries. For example, if you only target companies using AWS, simply ask Rox to identify which accounts meet this criteria. All results come with verifiable sources, so you can trust the information is accurate.

• Job Posting Keywords to Metrics: Rox can rank accounts based on specific keywords found in job postings. This feature is useful for identifying companies that may be investing in certain technologies, hiring specific profiles, or working with your competitors.

Filtering

To maximize the impact of your outbound efforts, you need to reach the right accounts with the right message. Rox’s filtering capabilities allow you to set up different tabs with targeted filters based on enrichment or prioritization metrics. These filters let you segment accounts in ways that support specific campaigns or sales goals.

With Rox, planning isn’t just an administrative task — it’s a strategic advantage. By offering innovative ways to create lists, run highly targeted data enrichment, prioritization, and filtering, Rox empowers GTM leaders to create balanced territories and set their teams up for success. Let Rox help you turn planning into a powerful step in your GTM strategy, driving engagement and results every time.

Ready to take your planning to the next level? Reach out to learn how Rox can help you build a smarter, more effective GTM strategy.