"One of the best revenue tools we’ve used, with truly game-changing AI"
Rho’s revenue org scaled from 25 to 100+ in a year, with a plan to grow to 200+ this year. Before Ergo, they ran on Salesforce, GSuite, and Outreach.
With teams split across NYC and SF, Rho needed three things to scale:
- Aggregate insights from prospect conversations
- Clean CRM hygiene without manual lift
- Consistent handoffs that preserved white-glove service.
The Challenge
Leaders needed proactive insight, not 90-day iteration cycles
Trends got diluted through meetings and handoffs, and impact was only confirmed at quarter-end.
CRM hygiene couldn’t rely on rep diligence
Nearly 50% of opportunities were missing key fields, and RevOps was spending 20% of their week fixing Salesforce
Handoffs broke, and implementation slowed
Implementation ran ~30% longer, and Rho lost customers during onboarding.
"We used to spend more time fixing Salesforce than using it. With Ergo we have clean, current, and complete data on our pipeline and know nothing is slipping through the cracks."
Anthony Hwang
Director of Revenue Operations
First "aha!"
Rho realized they didn’t have to wait for quarter-end dashboards to learn what was changing. Ergo’s reporting flagged early signals in prospect calls that card adoption needed more focus—about two weeks before that shift showed up in card spend dashboards—so leadership could coach the team early and stay ahead of the trend.
“Ergo flagged a new pipeline trend early, so we trained the team and stayed ahead of it. It didn’t just show basic insights: it became our leading indicator.”
Will Schaffer
Head of Sales
Ergo gave Rho real-time trend intelligence, made Salesforce clean and complete, and sped up implementation—while saving reps 10 hours a week.
60-90 days
7-14 days
~88% shorter
~30% longer
~30% faster
30% faster
Manual admin hours / rep/ wk
15 h
3 h
-80%
CRM field completeness (key fields)
~50% missing
<2% missing
+96% improvment in CRM hygeine
Rep adoption vs. Outreach
55%
99% +
+44% increase
At a glance: Ergo aggregates all prospect conversations into actionable business insights accross competitors, objections, and product signals, so leadership can adjust enablement, messaging, and product roadmap before its too late.
Insight
Impact
Closed Lost Reason – ranked, quantified
Pinpoints why deals are lost so Rho can focus messaging, enablement, and product fixes to move win-rate fastest.
Competitor Intelligence – who shows up + why
Surfaces top competitors and why buyers prefer them, so Rho can close perception gaps and refine positioning.
Rep Performance Radar Chart – performance by skill area
Turns coaching into data-backed feedback reps take seriously, letting managers track improvement over time.
Feature Requests – aggregated across all customer conversations
Consolidates customer asks into a prioritized signal that directly informs product roadmap.
“Startups win because there’s no distance between what customers say and what leadership does. Ergo kills that distance at scale. It’s like leadership is on every call.”
Erik Zeug
Senior Revenue Development
“Ergo takes the busywork off my plate and saves me 12+ hours a week. Every rep should have this by their side.”
