IntelliSurvey, a leading provider of complex online surveys, faced a significant challenge in maintaining efficient communication and collaboration across its globally dispersed workforce. With 75% of its employees located outside its headquarters in Ladera Ranch, CA, the company needed a robust solution to ensure seamless collaboration and responsiveness to its clients. The speed of survey development was a key business differentiator for IntelliSurvey, and the company needed to maintain this edge despite the geographical spread of its workforce. The company's previous on-premises phone system was not sufficient to meet these needs, and a more advanced, integrated solution was required.

The PGA of America, the world's largest working sports organization, was facing a significant challenge with its communication infrastructure. The organization, which promotes the game of golf across the U.S., was relying on an aging, on-premises PBX system for phone services at its headquarters and educational center. Smaller facilities and temporary events, such as tournaments, had to acquire their own phone services from local providers. This fragmented approach was not only inefficient but also lacked redundancy. In the event of a power outage due to a windstorm, the organization would virtually disappear, with callers hearing nothing but dead air. Furthermore, the PGA wanted to bring newer communication functionalities such as video and audio conferencing to more people within the organization. The existing audio conferencing service was too expensive, and there was a need for better communication tools for employees who traveled extensively, which made up approximately 60% of the staff.

CMMS Data Group, the creator of MVP Plant, a software that aids maintenance, facilities, reliability, and inventory professionals, faced a significant challenge when Salesforce introduced the Lightning user interface. This new interface promised easier customization of workspaces and a simpler approach to software development for add-on modules. However, it also broke compatibility with many apps and integrations, including those that CMMS Data Group had added to the now 'Salesforce Classic'. This posed a problem as both Salesforce CRM and RingCentral Office® were essential tools for the CMMS sales and service teams. The company was also trying to work through a checklist of important integrations as quickly as possible. The dilemma was further complicated by the fact that the newest features were only available to users of the Lightning version.

Corporate Payroll Services, a company offering comprehensive payroll processing services to over 6,000 small to medium-sized businesses, was facing a few challenges. The company's IT Director, Don Klayman, identified the need for a reliable and functional phone system as a critical component of their disaster recovery plan. The existing phone system was outdated and lacked the reliability and functionality required to provide the level of support they wanted to offer their clients. Additionally, the company was grappling with the high costs associated with maintaining fax capabilities, with fax line costs averaging $1,700 per month. The majority of their customers submitted their payroll data via email, phone, and fax, making it essential to find a more cost-effective solution to handle faxes.

CycleHop, a mid-sized company based in Santa Monica, California, operates bike-sharing operations on behalf of municipalities, universities, and businesses. The company also consults on the creation of these programs. CycleHop's operations span across 15 cities in the US and Canada, requiring constant communication between field operations staff and the central operations center in Tampa. The company faced challenges in coordinating daily activities such as repairing and maintaining bikes, replenishing supplies at transit stations, and responding to customer issues. The company also needed to track its inventory and ensure that bike racks at each transit station were neither empty nor too full. Furthermore, CycleHop had to meet specific contract requirements for cleaning and safety checks in every city it operated in.

Ross Education, a provider of education to medical support personnel, was facing a challenge in streamlining its admissions process. The company was using multiple cloud services for different tasks, including faxing and online meetings, which was not only costly but also complicated the workflow. The greatest need for integration was in the recruiting and admissions department, where staff members needed to be more productive. The company was also transitioning from Salesforce® to CampusNexus, a specialized CRM for education, to manage leads and applications from prospective students. However, CampusNexus had not previously produced an integration with RingCentral, the phone system Ross Education was using.

Teles Properties, a luxury real estate boutique, was facing significant challenges with its traditional PBX phone system. The company, which was experiencing rapid growth and expansion, had multiple offices each with different phone systems. This made management of the systems tedious and difficult. Some of the systems were so outdated that the company had to resort to eBay to find extra headsets for new employees. Adding a new phone number or user into the system was a major headache, often requiring the costly services of a technician. The hardware was unreliable, often dropping calls. The company lacked a central number to direct people to, making it difficult for customers and staff to connect.

Vigor Systems, a company that creates content distribution and ad insertion platforms for television channels, was facing a significant communication challenge. The company was previously using Grasshopper as its main phone system, which did not provide any physical desk lines. This forced employees to use the app on their personal cell phones, creating a communication barrier as not all employees had smartphones. As the company began to grow, it became clear that a more comprehensive business phone solution was needed. Additionally, the company was considering installing an on-premise PBX phone system, but this would have meant relying on external technicians for all servicing and maintenance. Moreover, if the system were to reboot, it would be down for an extended period of time, which could affect customer relations. The nature of Vigor Systems’ work does not allow for downtime, as the firm’s customers rely on it to provide ad insertion on a large scale.

Bowman Trailer Leasing, a leading trailer rental company on the East Coast of the United States, was facing significant challenges with its outdated Avaya PBX phone system. The company, with its headquarters in Maryland and 32 locations across the East Coast, had a majority of its employees working remotely. The old system was proving to be inefficient and problematic, with over 30 employees attempting to share 16 voicemail boxes and none of the employees having direct lines. Additionally, scheduling technicians to service the PBX system was not only difficult but also expensive. The company was in dire need of a new phone system that would not only be cost-effective but also efficient and easy to manage, especially considering the company's IT Manager was the only IT staff member.

Southlands Christian Schools, a private educational institution catering to pre-school through high school students, faced a significant challenge when they decided to move their pre-school to 8th grade programs to a new campus. The move necessitated the selection of a new telephone system, as their existing on-premise Nortel BCM PBX system was proving difficult to manage. The system was outdated, and connecting the PRI to the PBX was a complex task. Moreover, restarting the system would put all users offline for up to 15 minutes, causing significant disruption. With over 100 employees on the school staff, the IT Administrator, Rainier Apolonio, was in need of a telecommunications system that was straightforward to use and manage.

Lakeview Professional Services, a human resource management company, was facing significant challenges with its outdated Nortel PBX system. The system, dating back to the 1990s, had become difficult and expensive to maintain, requiring an external technician for all servicing. The voicemail system was also problematic, relying on a hard drive that needed frequent replacement. To convert phone signals to IP traffic for remote sites, Lakeview had to use MCK units, which were costing the company $1,500 a month. These units eventually became outdated and useless. The company, with 130 office employees spread across six locations and hundreds of remote construction employees in three states, needed a more efficient and cost-effective communication solution.

REVShare, a national cost-per-action television advertising company, was facing significant challenges with its on-premise phone system. The company, based in Temecula, CA, where temperatures often exceed 100 degrees Fahrenheit, was frequently affected by rolling blackouts. These power outages would shut down the entire office, forcing employees to go home and cutting off all telephone communication with clients and networks for the day. Additionally, the on-premise phone system was outdated and couldn't keep up with the company's needs. Every time REVShare wanted to add new features like call forwarding or a mobile app, it required additional fees. The system was unreliable, often crashing, overheating, and taking up a lot of rack space in the server room.

The Catholic Cemeteries Association (CCA), a non-profit organization based in northeast Ohio, was grappling with an outdated and inefficient phone system. Each of the eight offices associated with the CCA was operating its own phone system, with traditional phone lines and multiline phones. These systems were not only hosted separately, requiring independent management and payment, but also lacked the capability to unite them. The systems were old, nearing the end of their life, and had limited functionality, making communication between sites difficult. Vendor support was scarce due to the age of the parts, with only used parts available. The IT director, Andrew Babic, was faced with the challenge of replacing these archaic systems, with replacement estimates ranging between $35,000 and $75,000 upfront for equipment and installation.

Checkpoint Technologies, an HP software specialist partner, was facing a significant challenge with its basic phone system. The company was expanding, hiring new employees both in-office and remotely, and needed to move into a larger office to accommodate this growth. The existing phone system had reached its limitations and was unable to integrate the communication needs of both in-office and remote employees effectively. This was a critical issue as seamless communication was essential for the company's growth and operational efficiency. The management realized the need for a more advanced solution and began researching cloud phone solution providers.

DMEautomotive (DMEa), a leading automotive marketing company, faced a significant challenge in maintaining effective communication among its 300+ employees spread across two campuses in Daytona Beach and Jacksonville. The company's operations, ranging from design to marketing execution, required robust collaboration, necessitating instant access and individual phone extensions for all employees, including those on the production line. However, the existing on-premise PBX system was not only expensive, with an investment of over $300,000, but also required a specialized team for configuration and maintenance. Over time, the PBX equipment demanded continuous investment in upgrades and maintenance, posing a significant challenge for the innovation-driven company.

SalesPortal, a cloud-based partnership marketing network, was facing operational challenges due to its employees using personal mobile devices for work. This practice was not only inconvenient but also raised privacy concerns and was expensive, with each cell phone contract costing hundreds of dollars per month. Additionally, the process of setting up new hires with a cell phone was time-consuming, involving ordering and programming of the device. These issues were particularly problematic as SalesPortal was rapidly expanding, with 30 percent of its workforce operating remotely. The use of personal devices for work also negatively impacted the company's professional image in its client relations.

The New York Genome Center (NYGC), a non-profit organization dedicated to genomic research, faced a significant challenge in connecting its employees across multiple locations. With operational sites and remote employees spread across the US, the organization struggled with maintaining effective communication lines. The employees were using their personal cell phone numbers for work calls, leading to confusion for outside callers who were unsure of which number to dial to reach a specific department. Furthermore, the employees were unable to transfer calls to other staff members. The organization, devoted to helping people, was in dire need of a solution to streamline its communication process.

Iatric Systems, a healthcare technology company, faced a significant challenge in integrating its distributed workforce. The company, which operates entirely virtually, has over 260 employees spread across more than 200 locations in the US, Canada, and England. The company's goal was to create a seamless, professional image that made their distributed environment appear like a traditional company. However, finding a phone solution that could integrate hundreds of remote employees and locations was a significant challenge. The company initially considered a solution from Cisco, but this required purchasing expensive equipment and phones. The return on investment for this solution was projected to take four to five years, which was not feasible for the company.

Horizon Property Group, a property management company based in Upland, California, was facing challenges in managing their communication system across their corporate office and the 15 apartment communities they manage. The company was using Vonage for their communication needs, but the system was not up to the mark in terms of features and cost-effectiveness. The company was looking for a solution that could enhance their professional image, connect remote offices, enable work from home employees, and provide advanced business phone features. The CEO, Joseph D’Angelo, was also looking for a personal solution that would allow him to work from home without compromising his privacy.

LifeGuardian Technologies, a California-based company that distributes life-saving emergency medical alert devices, was facing a significant challenge with its communication systems. The company had a complex and expensive telecommunications system that involved multiple vendors for different services, including a PBX provider, local service, toll-free numbers, long distance, and voicemail. Each service had its own vendor, making the system not only costly but also difficult to manage and operate. The company was spending at least $800 per month on these services. Furthermore, the system was not meeting the company's business needs, particularly in terms of routing mission-critical calls seamlessly across multiple locations and scaling to fit their growth and expanding needs.

Organic By Nature, a premium whole food supplement manufacturer, faced a significant challenge when they decided to consolidate their operations into a single building. The main issue was the relocation of their legacy PBX phone system, which was housed in the main building they were vacating. The new building lacked the necessary infrastructure to support the heavy hardware of the PBX system. Tom Merz, the director of IT and facilities, found that not only would the hardware be difficult to physically move, but the new building did not have enough copper lines to support the system. The estimated cost of reinstalling the old PBX in the new building was between $60,000 to $80,000. Additionally, the old PBX system was limited in functionality and required a specialized technician for routine tasks such as creating an extension for a new employee, which was both time-consuming and expensive.

Daly Computers, a value-added reseller serving government and education customers, faced a challenge in tracking the performance of its sales staff. The company's sales team spent a significant amount of time on the phone with customers, and the management needed a reliable way to monitor these interactions. The company had previously used an on-premise phone system that logged calls in a relational database and provided customizable reports. However, these reports contained a lot of extraneous detail, including calls lasting less than a minute, which were not counted towards sales incentives. Sales managers had to manually filter out these irrelevant details, which was time-consuming and inefficient. Furthermore, the company wanted to focus on 'real calls to real customers', filtering out very short calls and calls to numbers outside of their primary service areas of Maryland and Virginia.

Insureon, a leading online provider of insurance for small businesses, was facing significant challenges with its on-premise PBX system. The system was unreliable, with frequent outages due to the infrastructure's inability to handle the inbound call traffic. The call quality was poor and the setup process was complicated. The company's IT staff found it difficult to maintain and upkeep the system. Additionally, some field agents were using a separate phone system, which made it difficult to track productivity metrics. The company needed a solution that was reliable, easy to set up and maintain, and could handle the high volume of inbound calls.

Construction Monitor, a leading provider of building and solar permit information in the United States, faced a challenge in managing and optimizing its sales operations. The company, which operates primarily as a web-based business, was struggling with the low-tech aspects of its operations, such as retrieving paper records from government offices. Additionally, the company was finding it difficult to effectively monitor and analyze its outbound call activity, a critical aspect of its sales operations. The company needed a solution that would allow it to treat its phone system like any other programmable web resource, enabling it to generate custom reports and gain insights into its sales operations. The company also wanted to foster a competitive environment among its salespeople by allowing them to compare their call metrics with those of their peers.

Interwest Consulting Group, a provider of municipal services to public agencies and small cities, faced significant challenges in maintaining effective communication among its remote staff and offices. The company, with 230 employees across nine locations in California, Colorado, and Nevada, had three primary offices in California, each equipped with different PBX systems. The majority of the employees worked remotely, and any changes or updates to the PBX systems required external technical assistance, making administration and management a daunting task. Additionally, accessing voicemails on these PBX systems was extremely problematic, further complicating the communication process.

24HR Lockouts, a leading provider of emergency locksmith services, was facing challenges with its on-premise communications system. The system was proving to be inefficient, especially with many dispatchers working from home. It was also costly, complex to maintain, and not reliable enough for the type of emergencies 24HR Lockouts’ customers faced. The company needed a solution that would allow for seamless integration with their custom CRM and dispatch system, and provide an efficient and transparent process for both customers and locksmiths. The goal was to enhance the customer experience by providing rapid, accurate updates regarding the status and expected arrival of a locksmith, and to make the process more convenient and efficient for locksmiths.

MEP Health, an emergency and outpatient care partner for hospitals, was facing challenges with its on-premise phone system. The company, which treats over 500,000 patients annually and provides staffing for urgent care centers and skilled nursing facilities, was struggling with a legacy phone system that was difficult to manage and maintain. The IT staff had to rely on multiple third-party services to keep the system running, which was time-consuming and complicated in terms of administration. Additionally, the company was concerned about meeting its strict regulatory needs, including HIPAA compliance and the security of protected health information (PHI), without sacrificing functionality and features of their communication system.

Blue Health Intelligence (BHI), a leading healthcare database company, was facing challenges with its on-premise PBX systems across its offices in Chicago, Florida, and California. The PBX systems were not identical, which made administration and management difficult. The company, which relies heavily on collaboration between its employees in different locations, found communication problematic due to the lack of cross-functionality in the PBX systems. The situation was hindering the company's ability to deliver its data-driven insights about healthcare trends and best practices effectively.

Deep South, a commercial insurance provider, was grappling with an outdated on-premise PBX system that was not only lacking in functionality but also difficult to maintain. The system was so complex that the company's IT staff were unable to service it independently and had to rely on an external telephony consultant. This situation was not only inconvenient but also costly. Furthermore, the company's remote workers were facing challenges with the old phone system. They had to rely on mobile phones for communication, which was not an efficient or reliable solution. The company needed a more flexible, reliable, and easy-to-manage communication system that could cater to both on-site and remote employees.

Binswanger Glass, one of the nation’s largest installers of glass and glass-related products, was facing a significant challenge in managing its communication systems across 66 locations in 14 states. The company had separate phone systems for each location and used multiple service providers. This arrangement not only presented billing challenges but also made even simple tasks like setting up a desk phone difficult, requiring the scheduling of an external technician to install the necessary cabling and hardware. With an IT team of only four people supporting the entire organization, the administration and management of the phone systems became increasingly unsustainable. The old phone systems lacked modern features, with some locations not even having caller ID, and locations could only be reached via direct numbers.