Case Study: Ramp accelerates sales pipeline execution with Rox

Ramp closes more meetings with Rox

Ramp, a fintech company providing corporate cards and spend management tools, faced a challenge where its rapidly scaling revenue team was bogged down by manual processes. Reps were losing time prepping for calls and lacked guidance, while leaders had inconsistent visibility. The vendor Rox implemented its AI agent system to address these pain points.

By connecting to Ramp's data sources, Rox activated AI agents that surfaced critical context for reps directly in their workflow, eliminating manual prep and additional logins. This solution acted as an execution co-pilot for the team, leading reps to close more deals and ramp up faster, all while providing leaders with greater visibility without micromanagement.

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