Boxxstep Pro

Key account management or complex sales opportunities?

Use Boxxstep Buyer Relationship Management software

Boxxstep Pro Logo for key account management
Boxxstep Pro Logo for key account management

Boxxstep Pro

Key account management or complex sales opportunities?

Use Boxxstep Buyer Relationship Management software

Boxxstep Pro Logo for key account management

Boxxstep Pro

Key account management or complex sales opportunities?

Use Boxxstep Buyer Relationship Management software

No limits

Key account management of as many companies, opportunities and contacts as you like. As a result you are able to take full control of all your selling prospects

Sync your Steps

Update Office 365 and Google calendars with your steps, objectives and tasks.

Print / PDF / Download Relationship Maps

Download the organigrams you create within Boxxstep in PDF or as an image. For the purpose of use in internal presentations and reports, or to attach within your CRM records.

Produce Account Plans

Generate a detailed PDF report with all of the information and organigrams for each opportunity. So that you can add the reports to your CRM record.

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Boxxstep key account management software - Share your information

Share your information

Work with team members and colleagues on key account management and complex sales opportunities by sharing access to your prospect information as well as allowing them to add comments.

Assign Steps, Objectives and Tasks

Coordinate key account management actions with your team and colleagues. Assign and track Objectives, Tasks and Steps to prospects and buyer contacts increasing your chances of success.

Boxxstep key account management - Step Assignment

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