How to Build 3CX Quotes that Win Deals

August 19, 2020 by Ying-Hui Chen

Did you join our 3CX Bootcamp Webinar this month? Don’t miss out on helpful information that will help you win more deals! This month, our partners at 3CX talked about building effective quotes. Here’s a quick recap:

During the webinar, we gave our partners some tips that will help them build out effective quotes step by step:

1) Try to find your customers’ nonnegotiables, such as:

  • Remote Users 
  • Multiple Office Locations 
  • Application Integrations 
  • Lower monthly cost? 
  1. Evaluate existing equipment:

2) Conducting Site Survey

  • Analog System or IP-based 
  • Are they VoIP Ready? 
  • PoE Switches 
  • Internet speed 
  • Existing Server Capacity 
  • Reuse of IP Phones 
  • Design Call Flow

3) Prepare for your proposal, including:

  • An introduction to your company and your value proposition
  • An overview of 3CX and our capabilities 
  • A justification as to why 3CX is an ideal fit for the SPECIFIC customer 
  • System Specifics – call flows, IVRs, integrations, feature required ect.
  • A Fee breakdown 6. Next Steps/ Timings

Download our presentation slides to learn more!

Snom also joined us to talk about their product offerings and the new trade-in rebate program.

See how Snom’s D Series IP phones work seamlessly with the C520 and C620 Wireless conference phones. For a larger room setting, you can also add the C52 speakerphone. Building a flexible wireless work environment is easy with Snom!

Download Snom’s presentation slides

Snom Trade-In Program

Get rebates when you replace your old business phones! This promotion is valid on:

  • Purchases or lease agreements from July 15, 2020 through July 15, 2021
  • Minimum of 5 phones and maximum of 200 phones 
  • Qualifying Snom, VTech or competitor phones ( 

Download the trade-in program flyer

Download the trade-in program terms & conditions

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