Transcription

Speaker 1 (00:09):

[inaudible]

Speaker 2 (00:11):

Okay. Well, uh, thank you everyone for attending this presentation with us. Uh, we're pretty excited about this presentation and, uh, just everyone knows we did unlock the ability for everyone to unmute themselves and just ask questions throughout this presentation. So feel free to ask questions if you have any, or you can just put them in the chat. Uh, we also are recording this. So anyone that registers will be sending a link to the recording afterwards. Um, before we, before we start, I just wanted to give a quick introduction to Citra com. Uh, so when we first became part of the 20, I asked what phone system they recommended and they said [inaudible] a hundred percent. So we signed up and we have now been partnered with them for about three years, maybe a little bit longer. Um, out of the phone systems we have evaluated, tested and use over the last 10 years.

Speaker 2 (01:11):

Citric comm hits seven very important points for us. So 0.1 is they own the phone system, of course, uh, number two, they own, uh, or they host their own system. Um, 0.3 is a, um, own their phones. Their phones are theirs, and these first three points are very important, uh, for support reasons because, uh, you don't have to juggle with all these different vendors on who's responsible for what issue. Uh, number four, this system is very intuitive, which is also, uh, very important, uh, number five reliability. But if there are issues, there is number six, which is quick and helpful support, 24 7 point number seven is not tied to only one device. You can be anywhere and use any device. So point number seven is what we're going to be focusing on today because today, and especially since last year, everyone was forced to work from home. But as things eventually begin to get back to normal business, still, uh, businesses still require the flexibility for their staff to work from anywhere and from any device. So without any further delay, I'd like to introduce you to Noah citric columns, master of bones and presentations.

Speaker 3 (02:42):

Thanks grant. So SIF combo quickly not to talk too much about us, but we're a Texas based company. That's probably want to talk a little bit funny. So you have to forgive me. You know, we've been around for a while, since 2008 and Chris break points, we did build our system, which is different from other vendors who may be the rat or buy their system. We built it and we've got whole engineering team supporting and support and everything else. We all have all US-based support a hundred percent. We don't outsource any of our development, our, our, um, support resources. When you call, you'll get a nice, a US-based number. And our headquarters is in Allen, Texas, which is a little bit north of Dallas. If you're not familiar with the area and just real quickly on clock communications, um, you know, and Chris kind of tapped on this enables mobility.

Speaker 3 (03:25):

And I'll talk more about that, but really, you know, with your mobile device or with your desktop or your phones, you can really work anywhere at any time. And that's a real key, and we'll get a little more into that. So if you guys are working at home right now, or if you have people that are out in the field, you have my mobile device, either Android or iOS, they can still make business calls from their phone and still use the business number. So it keeps that persona, you know, so your personal and your business persona are separate. You know, we connect to the existing it network, and that's why we work closely with, with Chris, because he's obviously helping you with, uh, with other it needs. Uh, he can help you with, you know, networking and security and backup data recovery, and then he can help with the frontal systems as well.

Speaker 3 (04:04):

Uh, the nice thing about sitter, you know, would really reduce or eliminate the hardware costs. So there's, if you guys currently have like an on-premise PBX that you're either paying maintenance fees for things would get rid of all that we basically have free phones. So it comes to you, you know, no cost phones that are always under warranty, as long as you have them. Um, which is a great feature, um, you know, advanced calling features. So if you haven't, you've really used a voice for UCAS system. We've got things like auto attendant. So if you get a small business or your from the desk and have the automated attendant and, you know, take the call, route it to where you need to go, if you have support or sales, um, which is really nice, um, business, text messaging, but we'll talk about a little bit more.

Speaker 3 (04:44):

It's a great feature now where you can actually get text message messages to your business number, which is really great. If you have like a billboard in town or, you know, you're working with customers, you can do texting again for your business number, not your personal number, which is great way to communicate. We'll talk a little bit about voice continuity. Um, you know, if there's ever an internet failure or power outage, you know, acts of God or anything that disrupts your business, you can set up everything to fail over your calls. Uh, if you have another office in another town or you can fail over your home office or wherever you need, there's a lot of things in there. And then, you know, no contracts, we were like earn your business every month. So, you know, all these great things are bring to you. We don't walk into a long-term commitment it's month to month, you know, working with Chris and we, you know, earn your business every month.

Speaker 3 (05:31):

Again, any questions so far, or you guys feel free to chime in or, um, you know, add some questions as we go, but, and Chris touched on this earlier. I just want to touch on this again. I like pictures cause it tells a story. Um, again, we provide effective, effective communication anytime, anywhere. So what does that mean? So I've got the phone on the left there. So obviously in your office, we've got great phones. Again, these are free, no cost funds to you. Um, lockdown the warranty, the phone here, it's called R D. It actually has wifi capabilities. So this is a phone. If you have a big office, you have a back corner somewhere and you don't have either net there. We can actually put it on a wifi network or you can take the same phone home and work at home. So it'd be like a traditional desktop phone.

Speaker 3 (06:12):

You can use it at your home office or wherever you are, again, either by plugging into your ether, net cord or using the wifi. Um, our mobile apps is really great. It runs on iOS or Android. They're really nice, right interface. So you can do, you know, check your voice messages there. You can do your business text message. And we talked about, um, you know, you can make calls from there, um, to your, to your business people and to people outside. But again, it's an application. So when you do make that call, it's coming from your business number, not from your personal mobile number, which is great. If you have salespeople at your company and they leave to go somewhere else, you keep the number from the app. It's your business's number. You know, they keep the phone. So it's really nice. And then lastly is our desktop app, which is really phenomenal.

Speaker 3 (06:56):

Uh, it runs the Chrome browser. Again, your computer, you can just have your computer, a headset or using your speakers. You can make calls right from your desktop. So you don't even need that, um, desktop phone or your mobile app, which is a great again, if you're out in the field or, you know, again like a Starbucks, you need to make the call put on your headset. You can make a call. You can do your business, text messaging from the desktop as well, which is a great feature again, to send messages to people, check your voicemail. Uh, if you're doing any faxes or have a call center, you can monitor that all work within your desktop as well.

Speaker 2 (07:29):

No, I wanted to cut in real quick, um, because I, you know, I've worked, um, or talk with other, uh, people that have phone systems and, you know, they may have like a desktop app, but they still require that desk phone because all phones or calls are still routed through the phone. And so that was one thing. Um, you know, that also kind of stuck out to me with Citra comm is you don't have to have that desk phone at all. If, uh, there's, you know, talk with companies where they say, you know, we're going to be changing phone systems, but we don't want any desk phone. You know, we want everything just through the computer and just have a headset and you can do that with, with, uh, citric home.

Speaker 3 (08:14):

Yeah. That's a great point. And yeah, obviously you can to Chris's point, you can use it without a phone. You can also use it with the phone. So it really depends on how you want to do your business. Um, you can actually, when you set it up, you can actually pick tick, you know, calls come to your desktop first, your phone first, you can configure all that same with your mobile device. So if you want your mobile and your desktop to ring at the same time, or you walk to the house, go to your mobile first. Uh, so there's just a lot of, uh, flexibility and options. How do you want to communicate? Uh, we give you all those options. Good point, Chris, thank you.

Speaker 3 (08:44):

I just real quick, then I'm going to touch a little bit more just on some of our products and solutions. So the mobile, again, we talked about this, but is iOS and Android, as you can see, it's a very clean interface. And, um, just looking at the screen here, that grid, if you see it a little green.by a person's, that means they're available. So if you're working with people within your company, you can actually see their presence. So they on a call, are they available? So it's a nice way to message people inside the company, and then obviously, uh, text messages to people outside of your company, on their mobile devices. Um, it's a great visual voicemails. You can actually read the transcription of your voicemail. That's the screen to the far right? Which is a really nice feature. And, um, so it's just really nice interface. We have got a great UI team here in engineering. It's built it out, but again, the key point is keeping your business a personal persona is separate. So, you know, most people you've heard the term bringing her under why. So everybody has their mobile device. Now they come to your company, it's their device, but you can add the app again. You can make business calls from the app, it's all business-related and it keeps it separate from their personal cell number or personal texting, which is really nice.

Speaker 3 (09:50):

Um, you know, we talked a little bit about the desktop, but again, make all your calls from here. So you see on the screen here, you see at the bottom left-hand screen, that's a, that's an incoming call. You can actually answer. So Nicola Nicholina is calling right now. So you can answer, you can talk to Ron and your desktop. Um, you can also say there's a thread here for my, uh, business text message. So again, that's how easy it is to use, and it's very intuitive how to use it. Um, but all your messages fax is everything. You see the buttons on the side, you can pick your faxes, your messages, you have a call center. You can monitor here as well. If you're, if you've got a team of people, um, handling calls, you can see their volume and how they're doing again, business text message.

Speaker 3 (10:34):

That's been a very popular. We had that last year, it's been very popular and we use it a lot here, um, both with our customers and our vendor partners as well. But again, sending text messages, which is a really nice feature. Um, you know, most people communicate a lot by text messages now, and this is done through your business number witness instead of being just by mobile numbers through your business numbers. So this is a very powerful tool to communicate with, um, with your customers and partners and people out in the field. And again, it keeps your persona separate, which is very important.

Speaker 3 (11:07):

Um, apps and integrations is really exciting. Um, more than even integrations, we use tools like Salesforce, HubSpot. We have a lot of tools that you can see, you can vote on other apps. There's a lot of popular apps out there. You know, we do integrations, but we do something even more special. We have what's called citric on discover. So now when you get an incoming call, um, say you're a HubSpot user for your CRM or Salesforce, it comes into your desktop. You can actually click discover that person's in your CRM. You get all their rich data right there. So if you're a, um, an inside salesperson and they're getting are calling you, or you're calling them, or they're calling you, like if Chris was my customer, I could get all his information. I could see what versions he's on and see, you know, where, where we are in the conversation of, if I'm trying to sell him a solution, which is a great way, again, to kind of make your office more efficient, you know, get all your information right there at the time of the, of the call and able to get it hit the key points versus, you know, getting a call.

Speaker 3 (12:06):

You know, if you get your call on your desk phone or anything else, you're fumbling around, you're trying to find Chris's information and it pulls it also, you know, HubSpot and Salesforce, just our initial, uh, kind of consumer our business applications we've got. And those are really great. We've got a lot of great, um, integrations for Chris and his people to do manage services as well. But we're really excited about that and our Citrix around discover. But again, this is, you say, this is our app marketplace, it's right in the citric kind desktop. So you can go here. If there's an app you need specific for your business, it's not here. You can actually add, add it and get, uh, people boating on it. We built things by the most votes, um, that people need new apps.

Speaker 2 (12:44):

Yeah. And I think this is a kind of a feature it's overlooked by a lot of people. It can be really powerful, especially for like your sales team. Um, like say a, you know, a real estate agent, for example, if you had, um, you know, Joe in your system that you had talked to, and then Joe calls you, you can be, uh, you know, answer the call right from, uh, you know, your device and it, with the integration, it'll say who's calling, um, you know, have, have that number in there and also have other notes, you know, that you've mentioned about that person, um, from your, your a sales platform or CRM. So you can just have, you know, the last talked, uh, have a note in there and said, you know, last talk in December, you know, about a new house where their family in this area and just have all your notes together there.

Speaker 3 (13:38):

Right. And then same for, you know, obviously for a sales application. It's also great if you're a support application. So if you have applications getting, do in trouble tickets for people like a Zendesk or anything like that, it's a great way again, to know what the last conversation was, what the issue was. So it really brings, we call it context to the conversation is very powerful. And just to, um, we're actually coming out with the new release of our desktop, I think, in the next day or so, we're actually adding what we're really excited about is what a Chrome extension or the sit-com desktop. So that means now say you're working in Salesforce or, um, you know, HubSpot or anything like that. You can actually click the dial. So within, uh, the browser, you'd be able to click, it'll give you a popup, you'll be able to choose. Do you want to make a call? You want to send a business text message, or you can hit that discover button to pull up all that rich data on that person before you make the call. So it's really powerful and we're getting a lot of good traction in the market with these app integrations. And Sentricon discover, just want to stop real quick. Any questions you guys are too many questions, but I'd love to make sure we don't leave anything out and we'll keep, uh, pressing along. Okay.

Speaker 3 (14:50):

Right. Hello? Hello. This is Tom. Oh, Tom. I'm sorry. That's fine. Do you have a question to her? No, I just, uh, I just realized I got the zoom call. Um, Lindsey texted me about it, so. Okay. All right. Well, thanks for joining us. You bet Tyler, I don't know what you missed. We can go back and cover some things. You have questions, please let us know. Just kind of going through some of these, uh, communication solutions we offer. Um, one thing. So Ceefax, I mean, obviously a lot of people still faxing. Um, so again, the knots, the desktop with Ceefax, you can, you know, send and receive your, um, faxes right from your desktop. So you need a fax machine, and if you have a traditional fax machine, we can help you with that as well. But you can do a lot from your desktop now for sending or receiving faxes.

Speaker 3 (15:55):

And then I want to finish on our phone, you know, as Chris mentioned, you know, um, obviously with COVID people working at home, you know, you've got, you can work just on your mobile device. You can work just on your desktop. You want a phone, you can take these phones home as well, plug it into your home network. If you prefer a phone, it does work on wifi. You can plug it in, but it's a, it's a great, it's an amazing phone. Again, it's free for you guys, always on the warranty and, um, it's, you know, fully functional, Bluetooth capable. It's got gigabit pass through. So you can a Daisy chain, this with your computer, you can set up key BL keys. If you have certain people you like to call lots, it's very flexible, very great, you know, really good. Um, we launched, you know, a few years ago, so it's random was such a crime, but a great phone and, um, a lot of good success with it.

Speaker 3 (16:44):

But, you know, I know I'm kind of old school. I like my phone still, but I, I used the mobile and desktop as well. So it just really depends on how you want to communicate one thing. And Chris touched on this earlier, um, you know, business continuity or voice continuity. So, you know, Chris can help you guys with a good business continuity plan, but voice continuity. You know, you always have to ask the question, what happens to your business and your phones, or the internet goes down. That's a very, obviously voiceover our Pete's run by the internet and not saying that our voice continuity, um, Chris can help you set up policies. So if something does happen, you know, we're in Texas. So we get tornadoes and obviously they had a big ice storm last week, which is terrible. Um, this sets up. So if something does happen to your business, you know, loses power, loses internet, you can have it fail over, you know, to mobile devices. If, you know, depending on your business set up, if you have different office, somewhere in a different town, you can have everything fell over that office to continue business. So that's a key part of business continuity planning, and Chris can help you set that up.

Speaker 2 (17:47):

Um, customers have it service with us. Uh, we have regular QPRs or quarterly business reviews, and this is one of the items that we go over is just continuity. You know, something is, is business critical. And if it were to go down, you know, you got to find a solution and to be able to make that still still be available. And, um, yeah. Um, I'll let Noah kind of talk about it a little bit more, but district Tom has some very unique and automatic methods, uh, as well, um, for different fail over in continuity.

Speaker 3 (18:22):

Yeah. So we definitely, it's very flexible and, you know, with the different mobility options you can set up to, you know, it's really configure you guys almost work with Chris to figure out the plan, what you want to happen, if it does happen and you can figure it out. But again, it's all about protecting your business from the outages interruptions, any kind of quality issues. And then the last thing that Kristen up was deep analytics with our active intelligence monitoring. So you can actually look and track quality issues cause, um, you know, he'll upset up everything. So it works right, but there are quality issues you can kind of drill down even to the extension level and see what's going on and help you guys get that resolved and work with us to get that resolved as well.

Speaker 3 (19:05):

I guess we're here, you know, love to open up for questions. Um, you know, Chris answered the calmer here, Wolf guard and simple grammar here to help your business, you know, definitely, uh, to do a demo for you guys, if you want to see how it works more, I've kind of just show you some screens. But I think a full demo is very powerful. We've got a great sales engineer. He can really show you the Nancy or technical questions you have, um, you know, work with Chris and set up a demo. Um, yeah, we could do the demo that that would probably be most tangible to me, but it is Lindsay on

Speaker 2 (19:41):

I, uh, well, your name is coming up as Lindsey and then I see a second Lindsey. So I'm not sure if you're on twice or, or maybe that one is her

Speaker 4 (19:50):

I'm here as well. I just shared my link with Tom because I didn't see him pop on earlier.

Speaker 3 (19:55):

Yeah. Let's walk and talk the demo. W what do you need for the demo? What, what's the, is it a physical demo in, in, in office or what's the criteria there?

Speaker 2 (20:09):

Yeah, Tom, we can, we can do whatever works for you. We have, uh, demo phone systems, uh, or a phone here, so I can, um, you know, have it set up with kind of some, some, uh, information I can bring it over and show it to you guys. Um, or we can do more of a virtual type of demo where we just show you through the webcam or screen pictures and kind of show get a little more detailed, um, you know, into what it can do and how it could work best for you. Um, both

Speaker 3 (20:39):

We're both remote Lindsay and I, I mean, we have an office in Bozeman. Um, I office in Arizona as well, where, where at right now? And Lindsey's in Helena. So, uh, the physical office, uh, singular location, this is probably not best for us if you can do a remote demonstration would be great.

Speaker 2 (20:59):

Yeah, absolutely. And, um, uh, I know we're doing it, uh, for you guys. And so what we've been doing so far is if we're doing IQ support for, for, uh, for someone, then we don't charge any, anything for onboarding, um, you know, training setup and all that. It's just, you know, we've been throwing it in as a, uh, uh, benefit, um, if we're doing your it support. So, I mean, you can literally get started for, for, uh, you know, no cost or anything, no hardware costs, no set up training quite, quite easy to do.

Speaker 3 (21:38):

And what is the monthly billing? Uh, this is this Larry over Sentricon communication. I'm Chris is a account manager here, just a real quick, uh, introduction. And, uh, Chris, I just sent you an email with a link that you can forward to, uh, anyone really, and, uh, set up a demo online with, uh, our sales technician as well.

Speaker 2 (22:06):

Yeah, Tom, to, to kind of enter your question a little bit is, uh, you know, there's basically just two plans. There's one plan that, you know, is pretty basic. And then one that just has a little bit more features, so we can do that demo and then go over those with you just to figure out which one would be best for you. Um, but it's, it's pretty easy, uh, to go through. Okay. It's not complicated, like a copper silver, gold platinum. Well, we can do that. We're just good to set up. Great. Anyone else? Uh, have any other questions? Uh, don't make me start calling on you, Lindsay, you got any questions?

Speaker 4 (23:04):

No, and I did a demo with Chris just a day or two ago, so I have a bit more insight into it already. All right.

Speaker 3 (23:14):

So just by way of understanding this, this is a physical phone line system. Um, does it have capabilities for tap in through, uh, in forwarding through your cell or cell phones?

Speaker 2 (23:28):

It does. Well, there's no physical line that's needed like a typical analog type phone system to where you're restricted on the number of lines coming in is how many simultaneous calls you can have. There's a lot of restrictions with that, with this. Uh, this is what's VoIP, voiceover IP, and all that simply means is all your calls can now come through internet to your department. So you're no longer restricted by number of lines, kind of similar to a little similar, I guess, to a cell phone. But, uh, yeah, I mean, no, or Larry, I can't quite remember, but, uh, I mean the number of, uh, lines or calls like that citric on desktop app can support was, it was way more than I'd ever want to deal with. Do you, do you recall how many lines? I think it was quite like 10 or some, I don't remember.

Speaker 3 (24:25):

Oh, Larry knows that. Um, yeah. Well the desktop app itself, I mean the desktop app, as far as that's concerned, you could have, you could have a customer with a thousand phones on there, and they're all gonna show up on that desktop app. So, uh, there's no limit to that whatsoever the time just to, you know, you kinda jumped in late, I was switched to this screen and I really, you know, obviously we do sport phones, but if you didn't want to find you can you just use your mobile device, so you Android or iOS, you can make all your business calls rocking your mobile device. You don't need a physical phone at all. And same with our desktop. So if you're, you said you're in Arizona, you could be, you know, take your laptop and make all the calls you needed. You could send your faxes, do your business text message and offer your desktop without a physical phone at all. So, um, you know, if you have, uh, you did have a physical phone in your, uh, if you have an office in Montana or wherever you can have that fodder, you don't need to find, it just depends on how you want to do for your business. Yeah.

Speaker 3 (25:27):

Don't use it as the physical phone right now. So yeah. So what kind of business do you have? Tom or wealth management? Um, financial planning. Okay. So you've got a lot of people on the move all the time. I would imagine. Well, not a lot. There's just basically me and Lindsey, but it's contact with our clients. Um, and while we work in our remote environments, um, like we, we have one physical office, uh, but we w we work out of the home or just in a virtual environment, the majority of the time, well, this, this solution be perfect for that case in point. Um, I came home a year ago next month, uh, when this COVID thing started and I didn't even bring a desk phone home with me, I just I've used the, either the desktop or the mobile app for the past year, exclusively while we're good for you guys, that'd be a perfect scenario for you.

Speaker 2 (26:29):

And that's kind of what I'm seeing a lot now is people are companies. They don't even want desk phones. I've been surprised at how many, you know, I, when I'm at work, I like having a desk phone, but, you know, w whichever you want. Yeah. You're not tied to any particular, one of these. Okay.

Speaker 3 (26:49):

And about one of the key features that we, we launched last year, too, is this business text message. You don't have to be caught that. So that means now, if you have this desktop, your clients on their mobile device, you can send them messages from your business number. You know, so if they like text messaging to communicate with you guys, you can do it here and keep track of everything. And, um, it's real nice way to communicate if you don't, they don't necessarily want to have a call quick way to communicate just over text, but it's getting from your business number, not from your personal mobile number. Okay.

Speaker 2 (27:18):

Yeah, Tom, uh, um, I don't know if you had caught it earlier either. Uh, but, uh, another item that it might be useful to you, I'm not sure, but with the integration that they have in different sales platforms, um, if you have a client that you have in your system, in your sales, uh, your sales system, um, and you have notes or different things about them when they call with this integration, their name will pop up and it'll say their company, and any notes that you had on them. Uh, so you know, this person and I, I mean, I don't really have any create example, but maybe for like, if it was a real estate company, you could have a note in there when they called it just pops up and it says their name, um, you know, where they're located, what conversations you've had with them on, on, you know, I'm looking for this style of house and this timeframe, or, you know, whatever kind of notes you want to have in there. So you can see that, you know, before you even click answer. Yeah.

Speaker 3 (28:21):

Um, yeah. I don't know if you guys perhaps use Salesforce or HubSpot as your CRM, if that rings a bell. Yeah. Salesforce. Yeah. So we, we just actually launched the integration. Salesforce is the way Chris talked about it gets very powerful, uh, with what we call citric on discover. So you're calling somebody, you know, it's maybe one of your bigger clients, you can kind of see your last conversation and, you know, whatever details you keep in Salesforce at all, it populates in your, and your desktop are. The other thing is if you're using Salesforce, we have, what's called a Chrome extension. So you can actually click to dial out of it and dial them over your phone as well. So it's not this way just to kind of streamline to the operations where you're using your, your system and making a calling and texting a lot easier out of, just right out of the app or out of the sit-com desktop app. If that makes sense, that's a really good tool you lock that just came out. So be a great time to get used to that, but it's, uh, it's nice in that there's no additional cost or anything. So it's really nice integration with the, um, with the system.

Speaker 3 (29:33):

All right. Well, I guess, like I said, the, the physical, uh, demonstration, the demo would probably be most helpful to me, so, and Lindsay's already seen it so we can schedule as you guys see fit here. Right.

Speaker 2 (29:51):

I don't know if anyone else has any other calls or, uh, no, I don't know if you wanted to add anything else.

Speaker 3 (29:57):

No, just, um, you know, thank you guys for your time for sure. And hopefully it's helped you and, you know, um, well, I'm working with Chris and he'll help you guys get what you need, get your demos and get you going on the right foot. Alrighty. All right. Well, thank you then.

Speaker 2 (30:17):

Yeah. Thank you everyone for joining. Um, we'll, uh, like I said, at the beginning, we'll send everyone that registered a link, uh, to watch the recorded version and, um, you know, reach out to see if this is something that would be helpful or not that we can set up a demo. Um, we're here for you. So however we can help. Awesome.