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Copyright © 2002 ACNielsena VNU company

Successful Selling of 3CX Phone System

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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: resellersupport@deerfield.com

•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!