Improve your CRM with relationship mapping

The power of your CRM combined with the power of Boxxstep BRM

More than just Dynamics or Salesforce org charts

  • Integrate with Salesforce or Dynamics and view Boxxsteps org charts. Boxxstep can be integrated with Salesforce Classic or Lightning and Microsoft Dynamics 365. Boxxstep is a one way sync to ensure your CRM is the single source of truth. We’ll be adding more platforms in the future.
  • Select the opportunities to export. Don’t do a full data dump from your CRM. Select which account opportunities that you want to manage within Boxxstep.
  • Minimise data entry. No need to duplicate any data entries. The integration will automatically update account names, opportunities and all associated contacts into Boxxstep. If you change them in CRM, then they’ll be changed in Boxxstep.
  • View Boxxstep from within Salesforce and Dynamics 365. Access to Boxxstep can be made from within your CRM account. Click on the Boxxstep icons to access the opportunity information, the buyer team org charts, as well as any SWOT or RAID analysis you’ve created.
  • Better deal reviews. Pipeline reviews are ideally done within your CRM. But if you want to do detailed opportunity reviews then there’s so much more than can be achieved through Boxxstep. But we know it’s always useful to see the deal value, sales stage, close date and probability, so we display what you’ve entered in your CRM in Boxxstep.
opportunities

Sync  and update your accounts and selected opportunities

contacts

Sync  and update your account contacts. Including their titles, emails, and reporting lines.

competitor

If you track opportunity competitors in your CRM then they’ll be sync’d into Boxxstep.

bpm’online CRM connector

We’re developing an integration connector for bpm’online CRM. Watch this space for an update on its launch and availability.

Manage your opportunity activities

Integrate your Google or 365 Calendar. Sync your scheduled deadlines, completion dates and reminders with your calendar to ensure you complete essential opportunity goals and activities.

objectives

Set or assign opportunity Objectives and track them in your main calendar.

tasks

Sync  and update your account contacts. Including their titles, emails, and reporting lines.

steps

If you track opportunity competitors in your CRM then they’ll be sync’d into Boxxstep.