Unified Messaging Case Studies

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Case 5 Case 6 Case 7  
Case Study 1:

Mary is constantly on the road and her job requires her to keep in contact with her clients wherever she may be. She meets a new client and immediately places her clients contact information in her palm pilot. A few days later, she is out and needs to contact her client to give them an important piece of information to close a deal. She then realizes that she left her Palm pilot back at the restaurant she ate lunch at. She rushes back to retrieve it, but unfortunately it is lost. She lost her client information and the sale.


Solution: After signing up for unified messaging, she is able to keep all of her client's information in her unified messaging contact database. She now has access to her database from any phone line, or through any web browser. All of her contact information is now at the touch of a few buttons, or mouseclicks.

Case Study 2:

Lawrence has not been able to find a phone service he is happy with and finds himself changing his phone service. Because he has changed clients so often, he has lost contact with some of his old clients, and as a result, has lost business. He needs a way to maintain contact with his clients and customers throughout his phone number changes.


Solution: After setting up his unified messaging system, he is able to put only one number, his toll free number on his business card. No matter how many times he changes his number, he will have only one communication point with his clients. He sets up the number to forward all calls to his new cell, or office phone number. He has a choice to change the destination on the fly or use the call blast function, which will ring all lines at once. Now no matter where he may be, he can be connected to his customers.

Case Study 3:

Jeff is on the phone constantly and as a result is always getting the call waiting beep. His problem is sometimes he needs to take the call, but doesn't want to necessarily interrupt the client to take a call that isn't critical. He needs a way to know who is calling.


Solution: After setting up his unified messaging system to turn on the whisper feature of the call, Jeff then is able to have the calling party speak their name into the phone when the system answers the phone. Now when the call waiting feature comes in, instead of a beep, only he hears the name of the calling party, and he is now able to make a better decision whether to take the call, or send it to voice mail.

Case Study 4:

Lydia is in the business of setting up deals and making sure all decision-making parties are available at one time. The problem is that most of these people are located in remote, or out of town locations and it is almost impossible to get them together in one place without extensive travel arrangements having to be made.


Solution: Lydia schedules a Conference call, either on the fly, or schedules a call. She then has all calling parties call in and can conduct the meeting with all of the decision-makers present. There are no additional phone numbers needed. Everyone calls in on her toll free number and joins in on the conference call. As a result, she is able to close deals more quiclky.

Case Study 5:

Ghera, Meena and Ali are in the process of forming a small technology company. They have to share a lot of information back and forth and are in need of a way to keep everyone up to date on what is going on as they are all located in different cities. Their problem is they have trouble keeping everyone on the same page.


Solution: They all sign up for unified messaging. They now perform fax blast so everyone has the same version of document. They also can leave the same voice message to all parties, removing the "he said - she said" element in their communication. Everyone hears the same message. This becomes crucial as they can now rely on that information when talking to potential investors and clients.

Case Study 6:

Shana is constantly using her voice mail as a place to hold important information that her business associates and clients leave her. She is always re-listening to these old messages to find out information that she will need for future meetings. Her problem is that she has so many of these messages, that her mailbox is now full, and she wastes time trying to sift through the information in all of those messages.


Solution: Using unified messaging, Shana is now able to save her voice mail messages on her computer and label them according to the information she wants to keep on them. It now saves her a lot of time, because she can find the right message quickly, and she is now not running out of mailbox space. In the end, this saves her a lot of trouble because she was able to prove to her boss that the client wanted a job done a specific way, when the project ran into trouble.

Case Study 7:

Teri is in the Real Estate industry, and she is always on location. Her problem is that sometimes she needs documents that she doesn't have on her at the moment. She either has to use a courier service, or reschedule another meeting with the client. She has had to delay more than one closed deal because of this.


Solution: After storing 10 of her most used documents in her fax mailbox, Teri is now able to retrieve a selected fax from anywhere there is a fax machine or an email. Now, when she is on location, and she doesn't have a particular document on her, she will either phone in and send the fax to a fax machine on location, or she will use a web browser and do the same thing, or send it to a client's email, where they can print it out on their printer. She has won more referrals for appearing to be so ingenious.