
Boxxstep helps salespeople visualize customer buying groups, collaborate using mutual action plans, and gather win-loss feedback. It facilitates enhanced sales engagements and improved win rates by connecting to CRM systems and managing buyer relationships and opportunity information.
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Get startedBoxxstep is recommended for sales teams who want to multi thread customer buying groups and improve win rates. It helps manage buyer profiles, plan next steps, and sync important info with Salesforce, Dynamics 365, and SugarCRM.
Boxxstep offers a free 14-day trial with no CRM integration, limited to one user per company. The Standard plan costs $162 per user per year and includes buyer team management with calendar sync and CRM integration. The Business plan is $270 per user per year and adds opportunity management, decision tracking, SWOT and RAID charts, reports, and win-loss feedback.
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To implement Boxxstep, sign up and connect your CRM (Salesforce, Dynamics 365, or SugarCRM) to synchronize buyer information, then configure opportunity details and buyer profiles. Spend a few hours customizing Relationship Mapping, Mutual Action Plans, and Win-Loss Analysis to fit your sales workflows for better team collaboration and deal management.