How to Conduct your First 3CX Demo

1. Introduce Yourself

If you are about to run a demo, we’re guessing that you’ve already met your prospect. Either way it’s good practice to introduce yourself, your role and establish some simple objectives for the session. Think of this as a verbal contract, where you get your prospect to buy into the remainder of the meeting. It looks like this:

Hi my name is XXX and I am [Role] at [Company]. Today we’re going to introduce you to 3CX, our complete communications solution for [your target customer]. I’ll start with a short presentation and then I’ll demo 3CX, including [feature 1], [feature2] and [feature 3] which I know are important to you. How does that sound?

Remember: Personalise your intro by mentioning features that you know are important to your client or are widely used in their industry. It shows that you understand their business and their needs from the start.

2. Introduce 3CX

After you’ve introduced yourself, it’s time to introduce 3CX. A great way to do this, is to use our ‘About 3CX’ presentation. You can access the presentation from the ‘Sales Training’ folder of the Sales and Marketing Toolkit. Just log into the Partner Portal and navigate to the resources tab to download the file.

3. Initial Demo

You can choose to demo using your NFR key or by downloading a free trial license from your 3CX partner portal. The latter means your prospect can carry on using 3CX after the demo so they’ll have the opportunity to explore the system in depth.

Start by showing your customer the Management Console

This is the management console dashboard. The management console is the admin interface of 3CX. The dashboard gives you an overview of critical system information such as memory, disk and CPU usage. At the bottom here you can see the event log which informs you of any warnings or errors that may occur. On the left we have the main menu which is really self explanatory! 3CX has been designed to be really user intuitive but let me prove it to you now!

Let’s create an extension!

[Go to the node “Extensions’”]

During installation you are required to create a minimum of one extension. As you can see in this case we already have some extensions.

Let’s create another one and while we’re at it, we’ll also go through some basic extension settings:

[1. Click on “add” and fill in the fields “First Name -> Participants” and “Last Name -> Sales Demo”.

2. Go to the tab “Options” and untick “Disallow use of extension outside the LAN”

3. Click “OK” on top to create an extension.]

And that’s it! I think it took us just a few seconds. With 3CX, regardless of your license size you can create UNLIMITED extensions. As mentioned before there’s no per extension licensing.

There are several ways to configure an endpoint. Desk phones can be configured via plug and play, LAN or Remote Provisioning Server. The apps are configurable via welcome email or QR code.

I’m going to show you how to configure an extension via QR code. For those of you who downloaded the 3CX App I’ll just ask you to scan the QR code in a short while so have your phones ready.

I will log in to the web client of extension 002 so we can configure it on your smartphones. The login credentials are included in the welcome email for this extension. I will quickly look it up in the management console.

[Management Console -> Extensions -> 002 -> Scroll down to Web Authentication, show and copy the password. IMPORTANT: Right Click the Web Client and select “Open in an incognito Window! Then log in with 002 and the password.]

[Click on the account in the upper right corner and click on “Show QR Code”]

Open the 3CX app on your smartphone. In the welcome screen select “Scan QR Code” and scan the code on the screen. Via the QR code the 3CX App receives the configuration for your extension and will automatically connect.

That’s how easy it is to set up and configure extensions. And that’s not the only task that is easy to complete with 3CX!

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Let’s take a look at how easy it is to add a SIP Trunk:

[1. Go to the node “SIP Trunks” and click on “Add SIP Trunk”

2. Select the respective Country and choose a provider]

These are the providers for the selected country. You can also choose “Generic” in the country selection to use a provider of your choice. Please note that only the providers listed here are officially supported.

You will receive a number or a number block from your provider. Enter the main number here:

[Enter a number with country code followed by a number, e.g. 004912345678]

You now see the settings coming from the template of this provider. You need to select the authentication type. You get this information when you get your Trunk. Also you need to enter the authentication information in order to connect to your trunk.

[Enter in the field “Authentication ID (aka SIP User ID)” Test User and in “Authentication Password” Testpassword.]

Here you see where to route the calls to when a caller dials this number. Usually the Operator. You can distinguish how to route calls during and outside office hours and add specific office hours for this trunk.

[Click OK to save the Trunk]

As you can see it is very easy to create a trunk. The trunk I just configured appears in red as I didn’t use a real account. Once a trunk is properly configured it will appear in green and you are ready to make and receive calls.

You can even configure DID’s and route them to specific destinations in the phone system. Like this, every extension, queue, ring group, digital receptionist etc. can have their own external number. You also need to set inbound and outbound rules which is very easy and also documented in our administration manual which you can find online.

We won’t go into the details of configuration right now, but as you can see it is very easy to add a SIP trunk.

Next, show your customer the web client dashboard:

[Remember, if you are conducting the demo remotely, choose to share your screen before kicking off]

“This is the dashboard of the 3CX web client. From this one interface, you can easily make calls, view the status of colleagues, send chat messages, respond to your website live chats and hold a video conference.

Here’s a quick look what you can can do from the People Tab:”

Describe the dashboard making sure you cover:

  1. Active directory / office integration
  2. Presence
  3. Groups & Favourites
  4. Personal Click2Meet

“With 3CX you also have the option to integrate your CRM with your communications solution, so that you can instantly see the details of verified clients when they call.

[Navigate to contacts and highlight the CRM contacts]

When a call comes in from a listed contact, their details appear instantly on the screen, helping you to provide seamless customer service. If you click on the CRM button, you can open their file instantly and access previous notes and call logs.

[Navigate to personal contacts]

You can even allow employees to add personal contacts or emergency contacts which remain separate from the company phonebook!

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“Next I’m going to show you 3CX’s internal messaging feature, which is included for free with all 3CX licenses”

[Navigate to chat]

3CX Chat enables you to quickly message colleagues, share files and even send emoji’s if you want to have a bit of fun.

[Click Archive button]

Chats can be archived and viewed at a later date should you want to retrieve information.

If you use 3CX live chat, chat agents will also see their chat requests from this tab, so there is no need to have two separate interfaces!

Let me quickly show you what a 3CX Live Chat Integration looks like:

[Show your own live chat or navigate to the 3CX Pricing Page to show ours]

With 3CX’s Live Chat plugins you can quickly and easily add live chat support to your website. You customise the chat interface to match your branding and add your logo. Your website visitors will then be able to chat with you in real-time and can also elevate the chat to a call with the same agent if they wish, for no extra cost! Calls are forwarded to your phone system free of charge using WebRTC technology. Only 3CX offers this- it’s a real market first!

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Now let’s talk about Voicemail

[Navigate to voicemail]

Unlike a lot of providers who charge extra for voicemail, 3CX includes it for free with every license! When you receive a voicemail, you’ll be notified on your softphone and smartphone app.

As well as a standard voicemail service, 3CX includes voicemail to email; converting your voicemails into .wav audio files and delivering them straight to your email inbox.

[Show a transcribed voicemail]

__________

“Now, we’re already using this feature for the purpose of this demo. But allow me to demonstrate how you can set up a meeting with one click.

[Click on “Schedule Conference”]

“3CX Webmeeting provides audio and video conferencing using webRTC. When you click on Scheduling you can invite participants by entering their email address. They will receive an invitation email with a calendar notification to help them manage their diary. They’ll also be given audio conference details to call or a personal link to participate in a video conference.

Let’s set up a one click ad-hoc video conference. You can do this by clicking on “WebMeeting” in the Web Client [In the Web Client click on “WebMeeting”]

To add participants click on the first icon in the right navigation bar, or share a public link.

[Click on “Link” in the upper right corner and paste the link into the chat of the live demo meeting, not the webmeeting you have just opened.]

I pasted the link in the chat, so if you want to join just click on it.

[Say hello and close the web meeting again]

WebMeeting has much more to offer than basic video conferencing. You can record sessions, share your screen or a presentation, create polls, renominate a presenter and use the whiteboard feature to collaborate on group projects. 

[Quickly hover over the features in the main navigation bar]

Besides starting web meetings, every extension and call queue can also have their own web meeting room. For example, you could publish the web meeting link of your support queue on your website with a button “call us”. You will receive the call, see the customer and you can even remote control their PC and fix issues. All with one click!”

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To finish up, I’m going to show you 3CX’s mobile app, which is included for free with all licenses!

3CX has mobile apps for both iOS and Android, so everyone is able to take your office extension with them wherever they go.

Let’s see how easy it is to get started. To configure the app, all you need to do is select “Scan QR Code,” on the welcome screen. The QR code is sent to each extension in their welcome email or they can access it in the settings tab of their web client.

[Open the 3CX app on your smartphone. In the welcome screen select “Scan QR Code” and scan the code on the screen.]

Both apps fully support PUSH, allowing the phone to be on standby and saving battery life while at the same time notifying you of incoming calls or chats.

With the app you can manage calls, retrieve voicemails, dial into video conferences and chat, just like you would on your web client!

[Highlight features in the app]

Have further questions about your 3CX Demo? Contact your Channel Manager and they’ll be happy to assist you!