Relationship Mapping software for Sales Professionals

CRM helps you understand the value and details of your opportunities.
Boxxstep’s relationship mapping software helps you to understand
what you need to do to win them.

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The prospect drivers and processes for the investment to help you improve your qualification of opportunities and plan your pitch, presentation and proposal.

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The individuals involved, their needs, challenges, criteria, concerns and opinions. Enabling you to provide insight and sell to each individual accordingly.

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View who does what in the decision making process, who reports to who and what the dynamics are between them. Identify the people you need to focus on.

Sales Professionals Video

Be smart, Boxxstep your prospect opportunities

The best sales people ask the best questions

B2B prospects are now better informed and educated. It’s no longer just about your product or service, you need to engage based on business needs and deliver business value.

This is where Boxxstep’s Relationship Mapping Software fits in.

Differentiate yourself from your competition,  know more and do more of the right things

Who, what, why, when
and how?

Boxxstep’ relationship mapping software adds value to CRM and manages important information about the people and the process

This includes:

  • Whose involved in the decision process and reporting lines
  • What role they play and what’s important to them
  • What challenges they face and concerns they have
  • Why they are doing this and what results they expect to achieve
  • When will each stage of the process need to be completed

Who, what, why, when and how?

Boxxstep Relationship Mapping software enables you to manage information about the people and the process

Including:

  • Whose involved in the decision process and reporting lines
  • What role they play and what’s important to them
  • What challenges they face and concerns they have
  • Why they are doing this and what results they expect to achieve
  • When will each stage of the process need to be completed

Buyer Relationship Map

Selling can be a minefield of information.

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

Seeing can make things clearer than just thinking.

Create your Account Plan
for success

By understanding your prospect and their buyer team you can map out the actions you need to take.

Create Objectives and Tasks for the Opportunity as well as Steps with each individual to improve your relationship and their decision preference.

Sync dates with Google Calendars or Office 365

Relationship Mapping Software Create your Account Plan

Create your Account Plan for success

By understanding the who, what, why and when of the prospect and the contacts, you can map out the steps you need to take for the how.

Create actions that you need to complete with each individual to improve your relationship and their decision preference.

Sync with Google Calendars or Office 365 by using Boxxstep Pro

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