Dynamics 365 + Boxxstep
Use Relationship Mapping to visualise your Dynamics 365 contacts
Visualise your customer buying committee reporting lines, politics, influence, buying stages, consensus, contact owners and buyer profiles at opportunity and account level. Capture the important business drivers and initiatives.
Collaborate with your Dynamics 365 contacts through Mutual Action Plans
Help your customers navigate the complexity of deciding and buying with our version which we call Outcome Enablement Plans. We created them to enable you to help your customers achieve their desired outcomes.
Get Win-Loss Feedback from your Dynamics 365 contacts
Every deal is an opportunity to learn from your customers buying committees. Their feedback about your performance helps you to make improvements across your sales team and business.
Use Relationship Mapping to visualise your Dynamics 365 contacts
Visualise your customer buying committee reporting lines, politics, influence, buying stages, consensus, contact owners and buyer profiles at opportunity and account level. Capture the important business drivers and initiatives.
Collaborate with your Dynamics 365 contacts through Mutual Action Plans
Help your customers navigate the complexity of deciding and buying with our version which we call Outcome Enablement Plans. We created them to enable you to help your customers achieve their desired outcomes.
Get Win-Loss Feedback from your Dynamics 365 contacts
Every deal is an opportunity to learn from your customers buying committees. Their feedback about your performance helps you to make improvements across your sales team and business.
What do we sync?
– Account/opportunity name
– Contact name/title/email
– Reporting line
– LinkedIn profile
What can you access from Dynamics 365?
– Opportunity organigrams
– Advanced opportunity management
– Mutual Action Plan
– SWOT/RAID charts
CAPTURE, MANAGE, SHARE, REVIEW AND ACTION WHAT’S IMPORTANT
Successful selling is built upon who and what you know,
and what you do with that knowledge
Connect to your Dynamics 365
Synchronise important information between Dynamics 365 + Boxxstep
Opportunity Management
Capture what’s important including business problems and outcomes
Buyer Profiles
Manage what you need to
know about each buyer
Plan your Steps
To improve each buyer relationship
and help the decision process