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MeetRox for RevOps

Reliable data for evidence-based decisions

MeetRox turns every conversation into standardized CRM data and measures playbook adherence across 100% of conversations. RevOps can finally make decisions based on what actually happens in them.

See the problem
Rox Scorecard · Playbook adherenceBy team

Average adherence for the period

  • SMB82%
  • Mid-Market74%
  • Enterprise61%
  • Post-sales46%
Rox Autofill · Acme dealCRM
Stage
Proposal
Next step
Send comparison by Friday

The problem

Decisions built on incomplete data

  • An outdated CRM

    Every rep fills it in differently, if at all. The pipeline stops being reliable.

  • Invisible execution

    There's no way to know whether the playbook is being followed in conversations.

  • Manual analysis

    Cross-referencing the CRM, recordings, and spreadsheets takes days, and the answers arrive too late to change course.

Why MeetRox

From conversation to reliable data

  • Standardized CRM data

    Rox Autofill fills in the fields on the right object, with a prompt for each field.

  • Playbook adherence

    Rox Scorecard evaluates 100% of conversations against the criteria you set.

  • Answers about your operation

    Rox Chat answers questions about pipeline, accounts, and teams, backed by evidence.

  • Fits your stack

    Native integrations with Salesforce, HubSpot, Zoho, and 9 other CRMs.

Use cases

Rox Autofill

Standardize the CRM at the source

Choose which fields to fill in for each type of conversation, and the prompt for each one. The CRM stays complete and consistent without chasing the team.

  • Field groups by conversation type
  • A configurable prompt for each field
  • Evidence from the conversation for every value
Rox Autofill · MEDDICDeal
Metrics
Cut onboarding time by 30%
Decision process
Committee with IT and Finance
Identified pain
Rework in the handoff to CS

Rox Scorecard

Measure execution in practice

Track playbook adherence by person, criterion, and scorecard, with insights for the period.

  • 100% of conversations evaluated
  • Rationale and evidence for every answer
  • Team-by-team comparison
Rox Scorecard · CriteriaDiscovery

Adherence by criterion

  • Agenda aligned88%
  • Pain quantified69%
  • Decision process43%

Decision process is the criterion with the most room to improve.

Rox Chat

Investigate your operation in plain language

Ask about pipeline, accounts, and teams, and get answers you can trace back to the source conversation.

  • Questions across the entire pipeline
  • Answers with excerpt and timestamp
  • No manual reports to build
Rox Chat

Which deals in the proposal stage have no next step?

The Acme and Lumen deals have no next step. In both, the customer asked for a pricing review in the last conversation.

2 conversations · last 14 days

Rox Assessment

Make sure the team knows the process

Run voice tests on your sales process: funnel stages, qualification criteria, and CRM logging rules. Every answer is compared with the reference, so you know who needs to brush up on what before mistakes reach the pipeline.

  • Voice tests on process stages, criteria, and rules
  • Transcript with correct, partial, and incorrect passages
  • Results by person, team, and question
Rox Assessment Process test
Question 1 of 3 · time limit 02:00
Test · Qualification processRox AI

Recording answer · 00:00

Finish answer

For every role

Everyone in RevOps gets what they need

For analysts

Less time cleaning data

The CRM arrives filled in and standardized, straight from the conversations.

  • Fields filled in from conversations
  • Configurable prompts per field
  • Source evidence for every value

Results

From sales conversations to revenue impact

MeetRox captures and structures conversation data so reps and agents can work more efficiently and effectively.

Efficiency

more time selling

Effectiveness

selling better

Productivity

more revenue per rep

  • Efficiency

    8h+of work saved per person, every week

  • Productivity

    40%+shorter sales cycles

  • Effectiveness

    80%+higher pitch adherence

  • Productivity

    30%+higher conversion rates

Trusted by the most demanding companies since 2018

  • Globo
  • VTEX
  • Gupy
  • Flash
  • Logcomex
  • Asaas

Frequently asked questions

Questions about MeetRox for RevOps

The CRM gets filled in from your conversations, and playbook adherence is measured in 100% of them. RevOps gets standardized data and visibility into execution.

Decide with data that comes straight from your conversations