Here are some of the most frequently asked questions that we receive about our BRM for Complex Sales Opportunities opportunities, hopefully you will find what you’re looking for.

If you can’t find the answer you are looking for contact us now

Is my information safe?

Boxxstep BRM for Complex Sales Opportunities is hosted by Microsoft Azure. A cloud computing service created by Microsoft for building, deploying, and managing applications and services through a global network of Microsoft-managed data centers.

What’s more security and privacy are fully embedded into the development of Azure and Microsoft from code development to incident response.

Microsoft has leveraged its decades-long experience of building enterprise software and running some of the world’s largest online services to create a robust set of security technologies and practices. As a result Azure infrastructure is resilient to attack, safeguards user access to the Azure environment and helps keep customer data secure through encrypted communications as well as threat management and mitigation practices, including regular penetration testing.

How much is Boxxstep?

Boxxsteps Standard Service is free with no time limitations. Although users will not get access to every feature available, see our pricing page for what’s included and what’s not.

Boxxstep Pro or Business users are charged an annual fee of £60/£72 or $75/$90 USD. See our pricing page to select a currency that suits you.

Can I pay with a credit card?

Boxxstep utilises a service called Stripe which accepts almost any type of credit or debit card.

Stripe operates in over 25 countries allowing both private individuals and businesses to make payments over the Internet.

What are the limitations of the standard subscription?

Boxxstep’s standard subscription is free, but has the following limitations.

  • Manage a maximum of 10 companies
  • Sharing access to your information with other Boxxstep users is disabled
  • You cannot view another users information
  • Synchronisation of Steps, Objectives or Tasks with Google or Office 365 calendars is disabled
  • Comments on others users opportunities are unavailable
  • You cannot download an opportunity reports or organigrams
Will I get a copy of an invoice for my Pro or Business subscription?

Paid subscribers will automatically receive an invoice for the value and period of their subscription.

Will Boxxstep automatically renew annually?

Boxxstep do not automatically renew your annual subscription for our BRM for complex sales opportunities software.

Towards the end of your subscription year you will receive notification that it is due for renewal. In the event that you wish to renew your subscription you will be able to do so within the Boxxstep BRM – Buyer Relationship Management application.

Can I get Boxxstep in different languages?

Boxxstep is currently only available in English. Although we have plans to add additional languages in the near future.

Can I use Boxxstep on my smartphone or tablet?

Yes, you can. Boxxstep has been optimised for all types of devices.
Smartphones however have a significantly smaller display that your PC, Mac or Laptop. With this in mind you will need to enlarge the organigrams to be able to clearly view the information.

Is there a Boxxstep iOS or Android application?

Presently Boxxstep is not currently available as a mobile application.
However we are currently exploring the feasibility of displaying Boxxsteps organigrams within a mobile application. In the event that we are able to provide this functionality to our required high standards then we will work towards the release of a stand-alone app.

Can I upgrade from a free subscription to Pro or Business subscription?

Once you see the extra benefits that Boxxstep Pro or business provides you’ll want to upgrade form the standard account subscription.

Boxxstep have ensured that you will be able to do this seamlessly with no impact to existing data.

How does it connect or integrate to my CRM?

At this time Boxxstep BRM for complex sales opportunities does not offer connection or integration with CRM solutions. However it is in our short term plans to provide integration into some of the main CRM solutions. Obviously with over 200 CRM options available it will never be possible to do this for most or all of them.

Boxxstep is an invaluable service even when used as a standalone application.

CRM focuses on contact information and opportunity numbers, whereas Boxxstep focuses on relationships and opportunity planning. Consequently the two complement each other beautifully, even when they are not integrated.

Can I import data from my CRM?

We want to make using Boxxstep as easy as possible for you, to that end you will not have to re-enter the same data you’ve already inputted into your CRM solution. Data duplication is kept to minimum due to Boxxstep BRM serving a different purpose to your CRM.

In order to import basic information (such as Company Name, Contact Name, Contact Email, etc) into Boxxstep BRM from your current CRM first you must run an export of data from your CRM and save the file. Just click on your photo or initials in the top left corner and then select ‘Import Data’ followed by ‘Upload file’. Boxxstep will then take the data it needs to populate our fields from the file.

As a business subscriber how do I allocate and manage our licenses?

Boxxstep Business users will receive an allocation of individual licenses with their subscription.

You will be able to use one of our Business management tools to add or remove users to Boxxstep.

Adding a new user is as simple as adding their email address, they will then be automatically notified and the Boxxstep on-boarding process will begin. Should you have members of staff who leave or no longer require access to Boxxstep, then it is equally as simple to remove them from your subscription allocation.

What happens when I close an ‘Opportunity’ is my information saved?

Information you capture about a company opportunity and their buyer team is valuable and could be required in the future.

Once you close an opportunity Boxxstep’s BRM for complex sales opportunities software will keep all of the information safely for you should you wish to access it again in the future.

Can I synchronise reminders and complete dates of my Steps and Objectives into my Calendar?

Yes you can synchronise Steps and Objectives/Tasks with times/dates into your Google or Office 365 calendars if you are a Pro or Business subscriber.

How can I change or reset my email or password?

Just click on your photo or initials in the top left corner, followed by ‘Account Settings’.

To change your email address click on the @ symbol on the right side of the pop up.

To change your password click on the padlock symbol on the right side.

What notifications will I get?

Boxxstep BRM for complex sales opportunities software has a number of email notifications built into the system. You will receive an email in the following scenarios:

  • Another Boxxstep user has shared access to their information with you
  • A contact ‘Step’ has been assigned to you by another Boxxstep user
  • An opportunity ‘Objective’ or ‘Task’ has been assigned to you by another Boxxstep user
  • When a reminder time/date has been set for a contact ‘Step’ or opportunity ‘Objective/Task’
  • When another Boxxstep user has commented on an opportunity that you own