Transcript Slide 1

Successful Selling of 3CX Phone System
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Copyright © 2002 ACNielsen
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First Contact
• What do they like about their current or
former phone system?
• What areas do they want to improve?
• Outgrowing old phone system and cost
are normally motivators
• Main Goals: alleviate pain points and give
them what they already like
• Convey your expertise
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Site Analysis
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Site Analysis, Contd.
What types of Phone Lines?
• VoIP or Skype (ITSP)
Low Call Costs, Expandable, Greater Points of Failure
• PSTN/T1/ISDN
Expandable, Reliable, but Expensive
• Plain Old Telephone (POTs) Lines
Reliable, Relatively Inexpensive, Not Expandable
• www.telephonyadvice.com/
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Site Analysis Contd.
Selecting the Right IP Phones
• How Many?
• Soft clients or hard phones?
• What Features – LEDs, Display size, Extension Satus, etc.
• Wireless Phones?
• Headsets?
• Existing Analog Phones / Devices?
• Other Needs (conference phone, sidecar, etc)
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Site Analysis Contd.
Additional Considerations
• Network capabilities
• POE Switches
• Firewall
• Overhead Paging or Intercom
• 3CX Server Location
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Call Routing Discussion
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Call Routing Discussion, Contd.
• Diagram/whiteboard customer’s call routing plan
• Clarify customer’s requirements and system limitations
• Involve all applicable company personnel
• Pre-configure server (if possible)
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Create a Quote
• Only difference between 3CX licenses is sim. calls
• Upgrade Insurance is recommended
• Portal Support – Optional
• 3CX/Patton Bundle Discounts Available
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Create a Quote, Contd.
Reseller Ancillary Revenue Opportunities
• Installation Fees (Hourly / Flat Rate)
• Service Agreement
(Upgrade Installation, Support, Configuration Changes, Remote Assistance)
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3CX and Deerfield Resources
• Extend your training beyond today
• Get more exposure and leads
• Many resources available
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Sales Videos
• How an IP PBX Works
• Advantages of a Windows Based PBX
• Hotel Module Training
• http://training.3cx.com/
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Technical Videos
• Installation Guide
• Trunk Setup – PSTN, VoIP and Bridges
• Phones and Extensions
• Feature Configuration – queues, ring groups, digital
receptionists, Exchange integration, etc.
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3CX News
• Deerfield.com 3CX Blog: http://blog.telephonyadvice.com/
• 3CX Blog: http://www.3cx.com/blog/
• 3CX Facebook: http://3cx.atfacebook.net/
• Deerfield Twitter: http://twitter.com/deerfieldcom
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3CX Certification
• Certified Partners are highlighted on the 3CX Reseller Search Page
• Receive a “3CX Certified Partner” Logo
• Take the test at: http://www.3cxacademy.com/
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3CX Leads
• 3CX Purchasers locate resellers through 3CX Site
• Post 3CX Partner Logo on your Website to get listed
• We will pass on new 3CX leads to you
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3CX PRM
• View and maintain Leads
• 3CX Logos, Banners and Manuals
• 3CX Sales Brochure – Brandable
• 3CX PRM: https://erp.3cx.com
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Technical Support
• Email Support: [email protected]
• Ticket Support: http://support.3cx.com/
• Phone: (989) 731-9250 - Deerfield
(404) 478-6515 - 3CX
• 3CX Wiki: http://wiki.3cx.com/
• Partner Forum: http://www.3cx.com/forums/3cx-partner-forum-3/
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Success!
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