This guide walks you through identifying a key account development and taking immediate action using Chat feature—from discovery to outreach in just minutes.
Let's say that I am an Account Executive at Rox. I am selling our Agentic CRM to large enterprise. I am interested in reaching out to prospects based on compelling recent public news events.
Step 1: Identify New Developments from Insights
Navigate to the Insights of an account you want to engage with in order to find recent developments.
Step 2: Use Command to Dig Deeper
Click on "Brief champion" on the insight to learn more and draft an email.
Chat analyzes the Rox knowledge graph and surfaces key context:
Prior communications with this account
Recent email exchanges
Public information on key contacts
Recent news updates on industry initiatives
Step 3: Send It!
Send your email directly from Rox or copy it to your preferred platform!
And just like that, we have engaged an account in just minutes based off of a high value signal in just minutes with Chat.
