It’s our mission to help you to create better Opportunity Planning and Management with Boxxstep BRM

We’re here for you, in more than one way

Technical Support

Something not working quite right, let us know
and we will look at it right away.

Training

If you have any questions on how to use Boxxstep Buyer Relationship Manager and Opportunity Planning, or would like us to arrange a training session for your team, just let us know.

General

Anything you need to know about good Buyer Relationship Management or Opportunity Planning, just let us know

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