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BOX App Updates

Description

The BOX app, a vital tool for marketers, allows users to create presentations for existing clients and prospects. These presentations leverage data from various Experience apps, facilities, and BOXscore. BOXscore is an internal tool where Pitney Bowes employees record their online shopping experiences, focusing on tracking. This wealth of competitive data enriches the BOX app, making it a powerful asset. The app is constantly evolving, with new features and pre-made cards being added regularly to enhance user experience and efficiency.

Goals

  • Introduce Smart Decks: Automatically generate Prospecting, Pitch, and Proposal Decks tailored to specific prospects.
  • Integrate with BOXlabs: Facilitate communication and sharing of presentation snapshots.
  • Provide Insights: Help CEMs identify volume expansion opportunities within accounts.
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Achievements

  • Improved library management for content organization.
  • Child accounts selection for performance cards.
  • GEO trend mapping KPIs.
  • Divider slide customization.
  • Enhanced Smart Deck functionality.

Impact

  • Enable Sales and CEM organizations: Streamline the content creation process.
  • Consistent Messaging: Maintain a unified narrative to clients and prospects.
  • Time Efficiency: Save time in creating presentations.
  • Brand Channeling: Strengthen Pitney Bowes branding through presentations.
Example Use Cases Example Use Cases

Key Features

  • Interactive Map Views: Visualize regional performance data for better client discussions.
  • Annotations: Improve and streamline the annotation process.
  • Multi-Delete Feature: Simplify content management.
  • Smart Deck Creation: Easily create and customize smart decks for various purposes.
  • Children Accounts: Breakdown performance by sub-brand for clients with multiple brands.
  • Cards Customization: Enhance presentations with customizable divider cards.
  • Interactive Map Views: Dynamic maps for visualizing delivery cycle times and performance trends.
Example Use Cases Example Use Cases

Example Use Cases

Sales Pipeline Support

  • # of Opps Supported: 125
  • # of Delivery Opps: 78
  • # of Returns Opps: 47
  • Sum $ of Pipe Supported: $438M
  • # of Supported Opps Won: 11
  • Sum $ of Supported Opps Won: $10M

Adoption and Productivity

  • Presentations Created: Increasing trend from January to June, with notable spikes in April and May.
  • Top Users in 2024: Highlighting the most active CEMs and sales users in creating presentations.

Client Feedback

Enterprise Target / Veteran Sales Rep: Positive feedback from TikTok on ease of use and time savings.

Mid-Market Target / New Sales Rep: Karen Kane praises the in-depth knowledge and preparedness.

BOXcards KPIs testmonials

Images & Prototypes

BOX cards logic divider screen - edit delivery cycle time BOX App Image 4 BOX App Image 5 BOX App Image 6