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Partner Center - Qualifying an Opportunity

How to Qualify an Opportunity

This section is intended to highlight some key qualifying questions regardless of the market size and verticals your organization may be pursuing and provide you with supporting documentation to leverage with your prospects and potential customers.

Key Qualifying Questions

  • How soon are you looking to have a solution implemented?
  • How will you select your service provider, and will this need to go to RFP?
  • What are you using today?
  • How many users will require voice services?
  • How many locations and where?
  • Do they have existing Microsoft/Zoom/Cisco Licensing?
  • What Microsoft/Zoom/Cisco Licensing do they have in place today?
  • Are all the users requiring voice already homed in?
  • Do they have certified devices?
  • Are there common area phones that need to be part of the solution?
  • Are there meeting rooms that need to be part of the solution?
  • Are there any additional services required beyond voice? (i.e., analog device integration, attendant console for front desk, contact center services, SMS services, etc.)
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Supporting Documentation for Teams

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Supporting Documentation for Zoom

Zoom has a dedicated partner portal that may provide additional resources which make it easy to learn more about Zoom Phone solutions. Enter deal registrations, watch product videos, join on demand events or explore the courses available in the Zoom Partner Learning Center.

Zoom Partner Portal