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Industries
Distributed Enterprises
Healthcare
Schools
Restaurants
Retail
SMBs
UCaaS Services
Features and Plans
Simple Intelligence
Caller Insight
POTS Replacement Solution
Microsoft Teams Integration
Applications and Custom Solutions
Call Center
About Us
Meet the Team
Contact Us
Blog
Customer Login
Admin Portal
User Portal
Billing Center
Support Center
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Hubspot Sales Discovery
Sales Discovery Hubspot
Used by sales reps for a discovery qualification call
Discovery/Qualification Call & Proposal Request
Please fill out this form while on the phone having a discovery call and ONLY if it’s qualified. Submitting this form will move the deal to Qualified stage.
Hidden
Deal ID
(Required)
Number of Locations
(Required)
Number of Phones
(Required)
Existing Voice Carrier
Existing Voice Service Type
(Required)
POTS
PRI
SIP Trunks
VoIP Provider
Unknown
Voice Contract Expiration
Type of Existing Phone System
(Required)
PBX/Key System
Basic Analog Phones
VoIP Service Provider
Existing Handset Types
(Required)
Desktop Phones
WiFi Phones
DECT Cordless Phones
Fax Machine
Overhead Paging
Receptionist Side Car
Headsets
Softphones
None
What do they currently have?
Proposal Request
Provide all the information below so we can create a custom proposal for your customer.
Enterprise Licenses
How many knowledge workers need phones?
Shared Licenses
Vertical focused license for retail and restaurants. These licenses share a single phone number and do not include features for knowledge workers.
Essential Licenses
For phones without named users, like paging adapters, breakout rooms, conference rooms, wall phones.
Handsets
Rental
Purchase
Not Needed
What features are they interested in?
(Required)
eFax
Auto Attendant
Curbside SMS
Simple Intelligence
Mobile App
SimplyAI
Enhanced Analytics
Call Center
Conferencing
Teams Integration
CRM Integration
POTS Cancellation
Onsite Installation
Please add quantities in the notes for any of these items.
Notes
Deal Qualification
(Required)
QUALIFIED!!
Not Qualified
Name
This field is for validation purposes and should be left unchanged.
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