Boxxstep BRM Pricing, Features, Reviews & Alternatives

Boxxstep BRM

Buyer Relationship Management SaaS for B2B sales people

5.0/5 (3 reviews)

Boxxstep BRM overview

What is Boxxstep BRM ?

Boxxstep BRM is buyer relationship management software for B2B sales professionals, with opportunity planning, relationship management, and sales optimization. In order to help sales professional to provide relevant business context and value, Boxxstep BRM provides a structure to enable B2B sales professional to:

Identify individuals involved in the process and their roles.
Understand what's important to each of them.
Visualise the buyer team roles and structure.
Collaborate by sharing and reviewing opportunities with colleagues.
Plan the steps needed to improve position.

Boxxstep BRM adds real relationship management to CRM for complex B2B sales opportunities.
www.boxxstep.com

Pricing

Starting from
$78/year
Pricing options
Free
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, Germany, Mexico

Supported languages

English
Boxxstep BRM  screenshot: The Boxxstep dashboard provides a summary and detail of buyer team relationships across all prospect opportunities. It also shows the top 5 buying criteria and buying concerns of all contacts as well as the top 5 competitorsBoxxstep BRM  screenshot: Boxxstep provides a structure to ensure users ask the right business driver questions and organizes sales engagements. BRM captures and manages vital deal information not included within CRMBoxxstep BRM  screenshot: Understand what's important to each member of the buyer team to improve position with them. This is valuable business information that needs to be captured and retained for current and future opportunitiesBoxxstep BRM  screenshot: Boxxstep organigrams show buyer team roles/responsibilities, reporting lines and internal politics. Visual clarity helps users navigate complex sales individually or with colleagues. Download the charts as images for other usesBoxxstep BRM  screenshot: Plan or assign next steps with each contact to progress and improve buyer team relationships. All date / time related features can be synchronised with Office 365 and Google calendarsBoxxstep BRM  screenshot: Share access for view and/or edit capabilities with colleagues as comments allow teams to communicate about the deal in one locationBoxxstep BRM  screenshot: Use SWOT analysis to help plan sales strategies with key accountsBoxxstep BRM  screenshot: Download all of the opportunity information within Boxxstep as an Opportunity Report to distribute or attach to a CRMBoxxstep BRM  screenshot: Download existing opportunity data from a CRM and import directly into Boxxstep which minimizes the need for duplicate data by just using basic headingsBoxxstep BRM  screenshot: User management will enable business subscribers to allocate and remove licenses and assign hierarchy reporting lines internally

Boxxstep BRM user reviews

Excellent
3

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  5.0
  4.7
  4.7
Jeff P.

Game changer for increasing value based selling!

Used daily for less than 6 months
Reviewed 2020-01-30
Review Source: Capterra

Pros
Allows teams to document and review complex sales cycles and ensure that the "art of selling" is tempted with rigor and review to provide an optimal outcome - Its not about dumbing down passion and momentum, its about creating an environment that guides and ensures sales people are "seeing around corners" and joining "gut feel" with process, structure and control. Super easy to deploy, train and use.

Cons
No obvious disadvantages that we have found.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jonathan S.

Managing Director of a NASDAQ listed technology company

Used daily for 6-12 months
Reviewed 2017-08-16
Review Source: Capterra

Pros
I use the product extensively for my reviews of the account management team. It allows me to see the engagement and plans for revenue growth

Cons
I would like integration in to SFDC, though I understand that this is coming. It would be great to see the road map for the product over the coming year.

Response from Boxxstep


Thank you for taking the time to review the platform Jonathan and we are delighted that its helping you manage your sales opportunities more effectively. In terms of integration with Salesforce watch this space as we're already planning it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Andy P.

Does what CRM doesn't - Supports the Sales Manager collect the right intelligence to maximize win %

Used weekly for less than 6 months
Reviewed 2017-08-16
Review Source: Capterra

Help in asking better questions and the right questions. Better qualification of opportunities and close-date forecasting.

Pros
CRM systems today are tools for opportunity status tracking and forecasting but they don't help the sales representatives through the intricacies and "art" of the sales process. Boxxstep is the first solution on the market that looks at each opportunity through the lens of a sales methodology and provides the sales representative with the all questions s/he needs to ask and all the information that needs to be collected to maximize his/her visibility on all the key business drivers and decision-criteria that an organization considers before awarding a deal. With this information, the rep is better placed to create a truly customer-focused value propositions with better opportunity qualification and close-date forecasting as well as reducing the likelihood of their opportunities "going-dark" or being blind-sided by a competitor. This is in addition to detailed organization, internal relationships, roles & politics mapping. Add in "Next Step" and "Task Management" and you have an end-to-end sales process tool which allows the sales rep to manage multiple opportunities in parallel but to never forget the status or next steps required of each.

Cons
At the moment the only limitation I can see is having to duplicate the creation of opportunities, accounts and contacts in both BoxxStep and your CRM system which can be a little frustrating when you have to do it twice.

Response from Boxxstep


Thank you for your review Andy. Hopefully you will have used the Import functionality when you set up the account, this saves a lot of time when getting started. We've minimised the amount of data that is duplicated from a CRM solution to make administration easier but appreciate that any duplication is a little extra work, but it looks like you've seen the benefits. We will be integrating with some of the major CRMs over the coming months but with over 200 on the market it will be impossible to address all of them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Boxxstep BRM pricing

Starting from
$78/year
Pricing options
Free
Subscription
Free trial
View Pricing Plans

Boxxstep Standard Service is free.
Boxxstep Pro is an annual fee of $77 per user annually
Boxxstep Business service is $92 per user annually and is purchased in blocks of 5 users.

Boxxstep BRM features

CRM
Collaboration Tools
Contact Database
Contact Management
Data Import/Export
Lead Management
Performance Management
Reporting & Statistics
Workflow Management

API (187 other apps)
Activity Dashboard (145 other apps)
Alerts/Notifications (109 other apps)
Campaign Management (119 other apps)
Lead Capture (117 other apps)
Performance Metrics (155 other apps)
Pipeline Management (107 other apps)
Reporting/Analytics (152 other apps)
Sales Reports (104 other apps)
Search/Filter (136 other apps)
Third Party Integrations (169 other apps)

Additional information for Boxxstep BRM

Key features of Boxxstep BRM

  • Store and find contact information such as names, addresses, and social media accounts
  • Import and export information and reports to and from the program
  • Coordinate schedules and organize meetings
  • Leave comments and notes on documents that are visible to others
  • Allows employees to set and manage work or career related goals.
  • Synchronize with other calendars to view mutual availability and schedules
  • Add notes and track history to document conversations with specific contacts
  • Ability to work collectively on a project while communicating and sharing information within the system in real time
  • Store information about leads and contacts and track them through the sales process
  • Form predictions based on past and present data/trends
  • Create, design, and visually represent processes within the software
  • Integrate with your customer relationship management software to better connect all aspects of your business, especially your customers
  • Establish measurable goals and objectives and track their progress over a specific period of time
  • Automatically extract information from documents or websites and input it into a database in a specified format
  • Organize and manage the accomplishments and development of employees
  • Centralized database of stakeholders and their contact information
View All Features

Benefits

Improve sales qualifications - asking the right questions enables users to understand the likelihood of changing from the status quo.

Improve sales forecasting - understanding the business drivers and the decision making process will enable more accurate forecasting.

Improve sales conversion - the more sales professionals know about their prospects business and process, the better equipped they will be to sell to them. BRM enables a buyer centric approach to sales engagements.

Capture important prospect and buyer contact information - sales people come and go but retaining prospect intelligence for seamless handover to new sales people and future opportunities will improve ongoing sales performance.

Organised sales engagements - improve opportunity management effectiveness by working as a team with steps, objectives and tasks relating to the opportunity

Sales leader visibility - Boxxstep BRM enables sales leaders to understand what their sales people know and don't know about each opportunity to allow them to improve their coaching and management of their teams.

Capture buyer information for marketing campaigns and collateral - Boxxstep BRM will provide summaries of the main buyer criteria and concerns, which will enable targeted marketing campaigns and collateral.