Boxxstep B2B Opportunity Management for Sales Leaders

You can only be as good as your team, so what can you do to make your team better at B2B Opportunity Management. Start by asking yourself the following questions:

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How well do they qualify opportunities?

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Do my team really know what is going on within their prospect accounts?

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Do they understand the opportunity drivers, buying process and whose involved, and what roles they play?

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Do they understand the needs, challenges, criteria, concerns and opinions of those involved?

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Do they know the contract award process and timings?

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Do they have a plan for each contact in the process?

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What evidence of the above is available to you?

Sales Leaders Video
R

How well do they qualify opportunities?

R

Do my team really know what is going on within their prospect accounts?

R

Do they understand the opportunity drivers, buying process and whose involved, and what roles they play?

R

Do they understand the needs, challenges, criteria, concerns and opinions of those involved?

R

Do they know the contract award process and timings?

R

Do they have a plan for each contact in the process?

R

What evidence of the above is available to you?

Get insight into your sales team opportunities, Boxxstep your sales team

Knowledge is valuable

‘The best way to engage with a prospect is based on their needs not yours’

View your teams opportunities by sales person.

Understand what they really know about the prospects business requirements and people involved in the process.

Coach them based on the information they know and the actions they plan.

Opportunity Management Plans

Our B2B Opportunity Management for sales leaders will enable you to produce reports helping you to understand what you need to know about each opportunity.

Download them as PDFs, and the charts can be saved as images for your convenience.

B2B Relationship Management for sales leaders Opportunity Report

Opportunity Management Plans

Our B2B Relationship Management reports will enable you to understand what you need to know about each opportunity.

The reports can be printed or converted to a PDF, and the charts saved as images for your convenience.

Ensure your team know
what they need to know

B2B Opportunity Management for sales leaders, Boxxstep’s platform gives you the essential insight beyond CRM and helps you to help your team.

Manage your team

Progress comes from the actions that you take. See what your team members have planned, and assign objectives, tasks and steps for them.

Comment on opportunities

Another benefit of our B2B Opportunity Management capabilities for sales leaders is the ability to view prospect opportunities and provide comments with advice, ideas and feedback.

Having them here is so much better than being lost within email.

Comment on opportunities

Another benefit of our B2B Opportunity Management capabilities for sales leaders is the ability to view prospect opportunities and provide comments with advice, ideas and feedback.

Having them here is so much better than being lost within email.

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