Boxxstep BRM Features

Boxxstep BRM

Buyer Relationship Management SaaS for B2B sales people

5.0/5 (3 reviews)

Boxxstep BRM Feature Summary

  • Buyer team organigrams
  • Buyer team information management
  • Opportunity business driver information management
  • Relationship mapping
  • Account plans and opportunity reports
  • Opportunity steps, objectives and task management
  • Synchronisation with 365 and Google calendars
  • Buyer team chart downloads
  • Calendar sync with Google
  • Contact database
  • CRM integration
  • Data extraction
  • Opportunity management
  • Process management
  • Import / export data
  • Goal setting / tracking
  • Sales forecasting
  • Reporting & statistics
  • Deadline tracking
  • Collaboration tools
  • Commenting

Competitor Feature Comparison

Activity Management
Activity Tracking
CRM Integration
Calendar Sync with Google
Collaboration Tools
Commenting
Contact Database
Customizable Templates
Data Extraction
Data Import/Export
Deadline Management
Forecasting
Goal Setting / Tracking
Opportunity Management
Real Time Notifications
Reporting & Statistics
Sales Analytics
Sales Forecasting
Search Functionality
Third Party Integration
Learn moreCompare App
Activity Management
Activity Tracking
CRM Integration
Calendar Sync with Google
Collaboration Tools
Commenting
Contact Database
Customizable Templates
Data Extraction
Data Import/Export
Deadline Management
Forecasting
Goal Setting / Tracking
Opportunity Management
Real Time Notifications
Reporting & Statistics
Sales Analytics
Sales Forecasting
Search Functionality
Third Party Integration
Visit WebsiteCompare App
Activity Management
Activity Tracking
CRM Integration
Calendar Sync with Google
Collaboration Tools
Commenting
Contact Database
Customizable Templates
Data Extraction
Data Import/Export
Deadline Management
Forecasting
Goal Setting / Tracking
Opportunity Management
Real Time Notifications
Reporting & Statistics
Sales Analytics
Sales Forecasting
Search Functionality
Third Party Integration
Visit WebsiteCompare App

Boxxstep BRM Feature Reviews

3 reviewers had the following to say about Boxxstep BRM's features:

Andy Papakyprianou

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

2017-08-16

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

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Jonathan Smith

Managing Director of a NASDAQ listed technology company

2017-08-16

Pros

I use the product extensively for my reviews of the account management team.

Cons

I would like integration in to SFDC, though I understand that this is coming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

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.

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Jeff Palmer

Game changer for increasing value based selling!

2020-01-30

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.

Cons

No obvious disadvantages that we have found.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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