Dynamics 365 + Boxxstep

Focus on what’s important for your customers and turn your Dynamics 365 contacts into buyers.
KNOW THEM

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.

ENABLE THEM

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.

LEARN FROM THEM

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.

KNOW THEM
ENABLE THEM
LEARN FROM THEM

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.

Boxxstep within Dynamics 365

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

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