Step by step to a satisfied customer

peoplefone relies on the cooperation with installation partners for new customers. Here you can find a useful checklist for the support of a new customer

Checklist for new customers

 

StepDescriptionWhere? How?
1. Sales materialWe offer you basic documents for peoplefone as well as various sales documents for our products and services. More Infopartner@peoplefone.ch
2. Open a customer accountOpening a peoplefone customer accountPartnerportal -> New customer
3. Set billing

Prepaid or postpaid customer?

  • prepaid without contract
  • Postpaid with business contract and CHF 200.-/month
Partnerportal
Prepaid -> Buy/Order 
Postpaid-> Contracts /Business Contract
4. Porting of existing numbersDoes the customer want to port his existing numbers to peoplefone?Nummern Portierung
5. More products3CX HOSTED, MICROSOFT TEAMS, RAINBOW HUB, INTERNET, BUNDLE, etc.Partnerportal  ->Contracts
6. Activate test creditInstall VoIP hardware/software and immediately test outgoing callsPartnerportal  ->Customer/Payments
7. Activate test numbersTest incoming calls with test numbers immediately and before the porting datePartnerportal  ->Customer/Buy/Order
8. Configurations

SIP TRUNK, Clip Open and peoplefone vPBX

  • SIP TRUNK: Set SIP line to SIP TRUNK
  • CLIP OPEN: Activate function to show outgoing numbers
  • peoplefone vPBX: 30 days free trial for 5 users

Partnerportal

  • SIP Line/Settings/Routing Type
  • SIP Line/Display Type
  • New Customer/Order

 

More questions?

If you have any further questions about the checklist, our offers or our products, please do not hesitate to contact us.

partner@peoplefone.ch

044 552 20 00

Our Partner Managers Antonio Rubichi (right in the picture) and Roger Vogler (left in the picture) will be happy to advise you.