Boxxstep Business

Account Planning software for buyer centric companies

Boxxstep Account Planning Software Business Logo
Boxxstep Account Planning Software Business logo

Boxxstep Business

Account Planning software for buyer centric companies

Boxxstep Account Planning Software Business Logo

Boxxstep Business

Account Planning software for buyer centric companies

Learn how Boxxstep account planning software will  help your sales engagements

Team Management View

Choose to view information relating to your own profile or another team member. There is also an option to get an overview of your whole team.

Team Management View

Choose to view information relating to your own profile or another team member. There is also an option to get an overview of your whole team.

Comments

Start conversations with your team members.
This allows you to share ideas and insights as well as giving feedback on opportunities.

Comments

Start conversations with your team members.
This allows you to share ideas and insights as well as giving feedback on opportunities.

Comments

Start conversations with your team members.
This allows you to share ideas and insights as well as giving feedback on opportunities.

User hierarchy management

Allocate users based on who they report to. This enables sales leaders to view and comment on their teams information as well as assign actions to team members.

Centralised billing

Subscribe and renew your Boxxstep for Business contract centrally coupled with automated invoicing and reminders.

User hierarchy management

Allocate users based on who they report to. This enables sales leaders to view and comment on their teams information as well as assign actions to team members.

Centralised billing

Subscribe and renew your Boxxstep for Business contract centrally coupled with automated invoicing and reminders.

User hierarchy management

Allocate users based on who they report to. This enables sales leaders to view and comment on their teams information as well as assign actions to team members.

Centralised billing

Subscribe and renew your Boxxstep for Business contract centrally coupled with automated invoicing and reminders.

What you get with Boxxstep

Dashboard

See the status of your contact relationships,
at the same time as any next steps that are due

Companies

Add or import companies in order to manage them for better account planning

Opportunities

Track the important sales drivers in each opportunity that you create

Contacts

Track the important information about each contact in the buying process

Steps

Set the steps you, or a team member, need to take with each contact to improve your chances of success

Decision Process

Capture and track a prospects decisions and their buying process

Objectives

Set, track and manage your objectives and tasks for each opportunity

Relationship Maps

View as a PDF and download decision making roles, reporting lines and political landscape org charts

Account Plans

Generate an opportunity plan, including relationship maps and summaries of all the important information

Share

Share access to your Information with management and colleagues

Comment

Make comments on opportunities and your team sales strategies for them

SWOT Analysis

Create a Strengths, Weaknesses, Opportunities and Threats table for the account

Sync

Sync reminders from Boxxstep BRM with your Office 365 or Google Calendars