What Does The TeleCloud Sales Process Look Like? Steps & Expectations.

So you and your leadership team decided it's time to seriously evaluate telecom options? If you have never led this process before OR it's been MANY years, upgrading your VoIP business service can feel overwhelming. With so many providers and options, technical complexities, and potential disruptions to your business, it’s hard to know where to start and you don't want to screw it up. 

With over 40 years of experience helping hundreds of businesses transition to modern telecom solutions, we understand the challenges involved. That’s why at TeleCloud, we make our buying process clear and focused on you. This way, you can be confident in your decision and know what to expect.

This article outlines what you can expect when exploring solutions with TeleCloud, from the initial introductory call to making an educated decision. Whether you’re a small or large business, this guide will show you what to expect and why our process is simple and hassle-free.

Unsure if TeleCloud is the right fit for your business? Schedule a call with one of our experts to see how we can help or guide you to the right solution for your unique needs.

When Should Businesses Consider Upgrading Their Telecom System and Service

It might surprise you to hear us say this, but it’s not always necessary or helpful to upgrade Telecom services. However, there are three scenarios in which we’d recommend exploring new telecom solutions: 

Older systems have obsolete hardware that’s tough to fix, costly to maintain, and lacks modern features. As parts become rare and technicians harder to find, downtime and risk rise, making these systems unfit for growing businesses.

Poor service disrupts operations and frustrates users. This might include customer service (e.g., slow support responses, unresolved billing issues) or technical service (e.g., frequent outages, poor call quality).

If your contract is expiring soon, now is the ideal time to assess other providers who may offer better features, support, or cost savings.

Upgrading isn’t just about new features. It’s about improving communication, reducing costs, and a better client experience. At TeleCloud, we make the process simple so you can stay focused on running your business.

What Does The Sales Process With TeleCloud Look Like? Breaking it Down Step by Step.

Step 1: Introductory Call 

Every successful telecom upgrade begins with a clear understanding of your business needs. Our first meeting is a discovery session where we’ll cover:

• Your short and long-term goals.
• Current challenges you are experiencing.
• General business alignment on if we are a good fit…
• Your contract status. 

This introductory meeting can range from 20-30 min and ideally involves key stakeholders.

Step 2: Assessment & Product Demo

Once we’ve identified your goals, the next step is to explore solutions in detail. This phase includes:

• Business Conversation: We will be curious and ask open-ended questions about your current operations, team members, and systems. Our goal is to identify potential problems and the best solutions. 
• Product Demonstration: See how TeleCloud’s solutions address your specific needs, such as improving your client experience, internal communication, or integrating remote workers.

*This is not a training session, but a high-level overview of our product and service. 

Step 3: Technical Alignment

We need to verify technical accuracy, which is typically achieved with your third-party IT provider or in-house staff. 

• For businesses with hybrid and in-office work cultures, we’ll discuss network setup, including ethernet cabling, routers, switches, and failover solutions.
• Some clients want physical phone hardware for reception, conference rooms, and desks so we determine the best way to set them up on your network. 
• If you have overhead paging or door mate access, this also needs to be on the network. 

You can also choose an “Onsite VoIP Assessment Survey” if you prefer a technician to come to your office to see the physical space prior to signing the agreement. This typically costs a $350 one-time fee and can be discounted if we end up working together.

Step 4: Proposal with Scope 

In the final stage of the buying process, we provide a clear proposal outlining:

• Pricing: Transparent recurring costs and one-time fees, at times we offer promotions to assist with termination fees from your current supplier.
• Onboarding Plans: Tailored to your business size and complexity. Includes training and support. 
• Porting: Determine which numbers need to be ported from your current provider to TeleCloud. 

Before installation and onboarding can begin, you’ll need to finalize and sign the agreement. Review the proposal to ensure you understand it. E-sign the agreement to confirm your commitment and kick off the onboarding process.

What Happens After I Sign An Agreement with TeleCloud?

Many providers follow a "set-it-and-forget-it" model, leaving businesses to navigate complex setups alone—a frustrating and disruptive experience. At TeleCloud, we take a hands-on approach, guiding you through onboarding, personalized training, and ongoing support so you're never left to figure it out on your own.

Onboarding and Implementation

• Coordinating a “Go Live” installation day (new hardware, software, numbers port over)
• Collaborative technical planning with your IT team to ensure a smooth rollout.
• Network design tailored to your business, including internet speeds, failover solutions, and equipment setup.
• Clear communication about who is responsible for each aspect of the implementation.

Personalized Training and Support

• Every customer is educated on how to get fast and easy support.
• You’ll have direct access to specific team members for billing, technical support, and account management.
• Training sessions ensure your team is confident using the new system from day one.

Unlike larger providers, TeleCloud offers a personal touch—you will not get lost in our ecosystem.

How Does TeleCloud Tailor To Different Business Needs?

For Small Businesses (Under 50 Employees)

For smaller businesses, the evaluation process is typically quicker and simpler:

• Decision-making usually takes 2–4 weeks.
• Implementation involves porting phone numbers and minimal hardware setup.
• The entire process, from decision to completion, is often completed within 30–60 days.

For Larger Businesses (50–250 Employees)

More scaled organizations require a more planful approach:

• The process involves 3–4 pre-sales discovery, including additional product demonstrations, operational conversations, and technical discussions.
• If you have physical office locations, network design and IT collaboration are key components.
• Since your organization is larger, there may be additional team member’s opinions to consider as it impacts their department.

Remote vs. Physical Office Setups

Your implementation's complexity depends on your business's setup. Is it fully remote, or does it have physical locations with cabling and hardware?

• 100% Remote Businesses: Focus on software-only voice solutions, making the transition simpler and faster.
• Physical Locations: If there is hardware, additional coordination for installing IP phones, paging systems, and ensuring the network supports the new IP phones properly.

What Should I Prepare Before Reaching Out?

Before reaching out to TeleCloud or any provider, here are a few things to keep in mind:

• Know Your Stakeholders: Determine who will be involved in the decision-making process.
• Understand Your Current Contract: Identify your contract expiration date and any termination fees. If you don’t want to do this, you can sign an “LOA” with us and we will do it for you. TeleCloud also offers a no-obligation Free Telecom Bill Audit to uncover potential savings and identify opportunities for improvement. 
• Be Prepared: You will need to share your existing phone and fax number inventory list, current supplier invoices, and user extension list from the phone system.

Pro Tip: When evaluating TeleCloud or any provider, ask about onboarding and support. Smooth onboarding is vital for a seamless transition. It should be a key decision factor, alongside pricing and features.

Ready to Work with TeleCloud?

Upgrading your telecom system doesn’t have to be overwhelming or risky. At TeleCloud, we simplify the process with transparency and a personalized approach tailored to your business’s unique needs. From the very first introductory call to a smooth onboarding, we’re here to ensure your transition is seamless and your communication tools empower your team.

Take the first step today—schedule an introductory call with our experts. In this call, you’ll gain valuable insights into your current system, identify potential improvements, and receive clear guidance on the next steps.