Research: Self-Updating and Actionable Account Data

In today’s fast-paced sales world, it’s not enough to just know your accounts—you need to understand them deeply, with insights that drive relevant, meaningful engagement. That’s where Rox’s Account Research capabilities come in, turning what used to be time-consuming research tasks into a continuous, automated process that empowers Account Executives (AEs) and Account Managers (AMs) to focus on what matters most: engaging and supporting customers.

Make Every Customer Feel Like the Only Customer

Whether you’re managing 10 or 1,000 accounts, Rox enables you to develop and maintain comprehensive knowledge on each one. With a 360-degree view powered by public and private data, Rox helps you make every customer feel valued and understood, regardless of the size of your territory. AEs and AMs can now skip the administrative tasks and get right to what they do best: connecting with customers on a personal level and building lasting relationships.

Always-On, Real-Time Insights

Gone are the days of running manual workflows to update account information. Rox agents ingest data from all sources—public and private—and automatically update accounts with the latest information. This “set it and forget it” approach means you always have the freshest insights, without lifting a finger. Rox’s “Teams and Technologies” feature, for instance, continually tracks organizational changes and the tech stack within complex accounts, so you know exactly who to approach and how to position your message.

Unlocking the Power of Targeted Research

Rox’s Account Research capabilities include a range of targeted research areas designed to help you uncover key insights in seconds:

• How They Make Money: Gain quick insight into your account’s business model, revenue streams, and key customers. Rox synthesizes this data into an easily digestible summary, making it ready whenever you need it.

• Pain Hypothesis: Rox uses your product context to craft a pain hypothesis for each account, identifying potential pain points before you even reach out. This insight saves time, elevates the quality of your outreach, and allows you to enter conversations with a clear understanding of what matters to the customer.

• Corporate Objectives: Understand your customer’s strategic initiatives and corporate goals. By aligning your pitch with these objectives, you’ll be able to position your product as a valuable solution at the executive level.

• Custom Research Sections: Need specialized information on a unique topic? With custom research sections, Rox conducts research based on your specific needs and provides verifiable sources. This feature allows you to tailor account knowledge to suit your team’s unique approach.

• Teams & Technologies: For complex organizations with multiple teams, Rox’s “Teams and Technologies” feature breaks down structure and tech usage. By analyzing job postings and team compositions, Rox identifies the relevant teams using specific technologies or competing solutions, providing a strategic advantage when reaching out.

The Power of Automation in Your Hands

With Rox, you can configure templates—like your standard account research or QBR templates—once, and Rox will automatically populate them for all your accounts. This ensures that every AE and AM has comprehensive, consistent data on hand, perfectly formatted and up-to-date, ready for productive customer interactions.

Driving Results with Real, Actionable Knowledge

Rox’s Account Research isn’t just about data—it’s about enabling sales teams to be proactive, personalized, and prepared. With tailored, always-current insights, Rox empowers you to create conversations that resonate, drive real value, and ultimately help close deals.

For AEs and AMs that are ready to elevate their account knowledge and take customer engagement to the next level, Rox’s Account Research capabilities are a game-changer.