This article aims to explain how telephony integrates into Plannit, what the different possibilities are, and how they are implemented.
Note
The phone integration is handled solely and entirely by our team, saving you from the implementation steps.
Tell us your needs, and we will help you make the best choice and implement it for you.
Introduction
For Plannit to effectively manage your calls, it is essential that they are directed to our phone system. Plannit must be integrated into your call flow to be able to interact with them. This is the primary requirement to benefit from the advantages we offer with our phone solution.
Now that you understand this essential element, here is a more detailed explanation of how it works and what options are available.
Current Call Flow
Currently, the flow of calls within your company likely works as follows:
The client dials your phone number, and it rings.
You answer the call on a cell line, a landline, or a digital line (VoIP).
There may be other variables, for example:
You have a virtual receptionist (IVR) that asks your clients to "press 1 for service X," "press 2 to reach department Y," etc.
You have a call forwarding setup to another number.
You have other phone features managed by your company.
👉 In all cases, the calls reach you, and you respond to your clients!
Call flow with Plannit
It is essential to fully understand your situation and environment to best meet your needs!
To implement the most suitable solution for your needs, we must understand the following:
Is the line you are using a personal or professional cell phone, a landline at the office or home, or a digital line (VoIP)?
Is your phone number displayed on your website, listed on your vehicles and equipment, or well-known to your clients?
Based on your answers, one of the following three solutions 👇 can be implemented.
1️⃣ Call forwarding to the Plannit phone number
In this solution, your calls are forwarded to the Plannit phone system, giving you access to all its features with minimal effort!
Applies to:
Number associated with a landline
Number associated with a digital line system (VoIP)
Number associated with a call center or virtual receptionist service (IVR)
Does not apply to:
Personal phone number
Number associated with a cell phone - unless you agree to forward all your calls
Advantages and disadvantages
Advantages and disadvantages
👍 Advantages
Easy and quick to set up
👎 Disadvantages
You continue to pay for your phone line with your provider
More complex diagnostics due to the number of parties and configurations involved
Call quality may decrease with multiple cascading call transfers
2️⃣ Acquire a new Plannit phone number
In this solution, your calls go directly into the Plannit phone system, giving you access to all of Plannit's phone options with minimal effort.
Applies to :
New start-up companies
Companies that are ready to publish a new number, for example to stop using their personal number - or for any other reason.
Does not apply to :
1-800 telephone number
Numbers that cannot be changed for a multitude of reasons (your vehicles are lettered with your number, you've been operating on this number for +10 years, etc.).
Advantages and disadvantages
Advantages and disadvantages
👍 Avantages
Quick and easy to set up
Easy to diagnose
👎 Disadvantages
1-800 number assignment not supported
3️⃣ Transfer my phone number to Plannit
With this solution, your calls enter directly into Plannit's telephone system, giving you access to all Plannit's telephone options, but requiring a little more effort to set up.
Applies to :
Number of any type, except 1-800 numbers
Long-established or start-up business
Business that can't afford to change their number
Does not apply to :
1-800 phone number
Advantages and disadvantages
Advantages and disadvantages
👍 Advantages
No need to reletter your vehicles, equipment or redo your website and business card
Easy to diagnose
Certain savings compared with the other two options - no more telephone line to pay for with your supplier
👎 Disadvantages
More complex to implement, as administrative steps to transfer the number are required
Transfer of 1-800 numbers is not supported
If you have a contact with your current provider, some fees may apply
Telephony options
Now that your calls arrive in Plannit's telephone system, you'll be able to choose between several telephony options. Here are the 📘 Telephony options offered by Plannit