“Ergo is not another call recording tool. It takes the data from conversations and game-plans next steps—follow-ups, handoffs, and execution—so nothing slips through the cracks as we scale.”
One of the best revenue tools we’ve used, with truly game-changing AI
Rho – Business banking and corporate cards for venture-backed startups.
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.
Executive Snapshot
14-day heads-up on GTM trends
30% faster time-to-onboard customers
12 hours/week saved per rep
Outreach enablement replaced
Tommy McNulty
CRO, Rho
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
Results & ROI
Ergo gave Rho real-time trend intelligence, made Salesforce clean and complete, and sped up implementation—while saving reps 10 hours a week.
Ergo Insights & Reporting
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.
“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
Qualitative Wins
Reps spend time selling, not clicking—pipeline (and morale) up.
Leadership coaches from live data, not anecdotes.
Reduced need for additional hiring.
“Ergo takes the busywork off my plate and saves me 12+ hours a week. Every rep should have this by their side.”
Connor Quimby
Strategic Account Executive
Give your sales team their Sundays back
Join teams who have automated their revenue stack with Ergo.
