Cloud voice deals, quoted and registered in one place
Voice and UCaaS opportunities belong on the same operating record as the account, the quote work, the order and the commission line.
What you can sell
Voice is the category staff feel every day. Moving off an on-premises phone system or off aging phone lines changes how every desk takes a call, so the conversation is about people and call flows as much as price. The service is counted in seats, and the client’s existing phone numbers and call routing have to be carried over from the old setup.
- Cloud phone systems and UCaaS seats for SMB and mid-market
- SIP trunking and PRI replacement for on-prem systems
- Migrations off legacy PBX to cloud voice
When the conversation starts
- A phone system near the end of its life
- A system that is out of support, or phone lines whose contract is ending, forces a decision on a date.
- Staff who work away from the desk
- A hybrid team needs to place and take calls from a laptop or a mobile phone, which a desk system was not built for.
- A new site or a merger
- Two offices on two systems, or a new location, is a reason to put everyone on one system.
- Calls that sound bad
- Dropped calls and echo are often a network problem before they are a phone problem, so this conversation can start in connectivity.
Who else is in the decision
- The owner or general manager
- Signs the agreement and compares the cost per seat with what the old system costs to keep.
- The IT lead
- Cares about how phones are managed, how the service meets the network and what happens on a bad day.
- Reception or the office manager
- Handles the calls all day and knows the call flow: who answers, who gets transferred and what happens after hours.
- Team leads who live on the phone
- Sales and support leads know which features their people actually use.
First questions to ask
- Is the phone system on premises, and how old is it?
- How many seats are there, and how many sites share one system?
- Are there SIP or PRI lines to replace, and when do they end?
- Which phone numbers must be kept, and who holds them today?
- Do staff need to take calls on mobile phones or laptops as well as desk phones?
Why it sells
- Migration creates a decision point
- Legacy voice transitions create evaluation windows that partners can manage through a registered account record.
- Seat-based expansion potential
- Seat-based services can expand over time when the account record stays current.
- Bundles with connectivity
- Voice work often follows connectivity planning, giving partners a structured expansion path from the same record.
How it runs
- Register the opportunityYou create the account, category, owner and scope record before supplier work begins.
- Raise the quote requestEach request goes to one supplier. Oqitor’s operations team works it with them and posts the quote on the deal.
- Follow the commissionThe order’s commission line reaches your statement, paid after the supplier pays us, on the schedule in your partner agreement.
Guides to read next
- UCaaS buyers guide: the features that matterA UCaaS buyers guide covering calling, collaboration, integrations, admin tools, security, number porting, network readiness and contract terms.
- Communications best practices for hybrid teamsBest practices for hybrid team communications: channel norms, platform needs, home network basics, meeting standards, presence and security.
- Two cloud phone platforms comparedTwo cloud phone platforms compared on features, global reach, contact center, integrations, security, pricing and scalability, with a feature table and FAQ.
- Voice first or video first? Two platforms comparedWhich communication habit the business is built around, phone calls or video meetings, and what that means for the choice of platform.
Sell voice & UCaaS through Oqitor.
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