UCaaS - Sales View

Ideal Customer

Key Signs of a Cloud Preference and are ready to move to the cloud - PBX / Contact Center replacement
Currently using other cloud applications
Need to merge disparate systems and eliminate free applications but don’t want to heavily invest.
No longer wants to manage a communications infrastructure and the maintenance that comes with it.
Multiple locations with branches across the country and/or multiple countries
Distributed workforce—Look for companies who have or want to implement remote working Already using cloud applications—Office 365, G-Suite, Salesforce, etc.
Recent disaster or downtime Aging/discontinued PBX
High growth or office expansion Vendor/billing consolidation Personnel changes or reorganization
Interested in improving customer experience, or there is a requirement to provide supervisors with tools such as quality management and speech analytics
Frustrated with how cumbersome their current solution is - takes up a lot of IT’s time & resources
Hard to manage its growing workforce
Budget & financial constraints - forced to do a lot with a little
Current solution(s) are hurting productivity
Has little cash flow so a predictable operating expense is preferred
Wants to only pay for service plans and applications as needed
Want IT to focus on core business competency and other strategic initiatives - must do more with less
Ability to support remote workers seamlessly
Believes a data center is more secure than their closet

When working with a prospect to identify if Unified Communications is right for their organization, consider asking the following:

How do you support remote or work from home employees today? Do they have the same technology as HQ?
Are you looking to move your PBX to the cloud and stop investing in on premise hardware?
Would you like to consolidate all your multiple communications applications to a single piece of software?
How reliable is your current PBX system? • Are you expanding? Do you have multiple offices / remote teams?
Do you centralize phone management across multiple locations?
Do you have international offices? • Do you need to monitor service quality or agent calls?
Are you happy with your current phone system?
Which 3 things do you dislike most about your phone system?
Do you own or operate a call center today?
What technologies do you currently use to communicate with your clients?
Do you have support or inside sales teams?
How important are reporting and analytics?
Do you want to improve customer service or provide an effective first call resolution? Do you need multimedia communications?
What conferencing services are you currently using?
Is your current voice platform integrated with your CRM?
How do you measure individual or group performance?