Opportunity management for complex sales

Created for sales people by sales people

We know how you work and what you need to be more effective

Managing complex sales

More people and longer complex sales cycles add to the complexity.
How you manage this determines how successful you’ll be.

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What do you know about your prospects business problems, needs, motives, urgency, required outcomes and constraints? The more you understand the more you can add value.

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Do you understand their decision making and purchasing process, including stakeholders and key dates? The more you know the more you can help and advise them.

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Who’s in the buyer team, including their roles, reporting lines and any internal politics ? What’s important to each of them? How will you help them?

Sales Professionals Video

The best salespeople ask the best questions

What do you need to know about their business drivers, their decision making process and the buyer team? Once you know it where can you capture, manage and share this valuable information so that it’s not lost or forgotten?

For complex opportunities Boxxstep’s key account management software is the answer.

Relationship Mapping Software Prospect Drivers

What would closing more complex sales mean to you?

Differentiate yourself

Too many sales people don’t know what they need to know to be effective. Don’t be one of them.

What should you do?

  • Ask unbiased questions that position you as someone who can help
  • Understand their business problems, issues, drivers and needs
  • Identify and engage with everyone on the buyer team
  • Understand what’s important to each of them
  • Map out their decision making process including stakeholders
  • Plan your actions and steps to improve your chances of success

Differentiate yourself

Too many sales people don’t know what they need to know to be effective. Don’t be one of them.

What should you do?

  • Ask unbiased questions that position you as someone who can help
  • Understand their business problems, issues, drivers and needs
  • Identify and engage with everyone on the buyer team
  • Understand what’s important to each of them
  • Map out their decision making process including stakeholders
  • Plan your actions and steps to improve your chances of success
Relationship Mapping Software Buyer Relationship Map

Buyer Relationship Map

The more people in the buyer team the more you need to be organised.

Boxxstep organigrams will help you to see what you need to do, and with whom, to win complex sales.

Seeing can make things clearer than just thinking.

Why do you need key account management software?

Boxxstep is not just for sales professionals managing multi million dollar accounts. It’s for anyone in complex sales.

Any opportunity that’s important for you to win that needs an organised plan.

Boxxstep helps you manage what you know, who you know and what you need to do.

Relationship Mapping Software Create your Account Plan

Why do you need key account management software?

Boxxstep is not just for sales professionals managing multi million dollar accounts. It’s for anyone in complex sales.

Any opportunity that’s important for you to win that needs an organised plan.

Boxxstep helps you manage what you know, who you know and what you need to do.

What do 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