Choosing the Right Communications System the First Time
Save time, money, and frustration by ensuring you apply the right due diligence when searching for a new cloud communications platform - especially when integrating with your CRM such as Salesforce.
CCAASGENERAL INFORMATIONCX
8/11/20252 min read
Making the right decision about your company’s communications system is one of those things you only truly appreciate after you’ve lived through the pain of a bad one. We’ve seen it time and again: a company rushes into a contract because the demo was slick, the salesperson was persuasive, or the price seemed irresistible—only to discover months later that the system didn’t really fit their needs, didn’t play nice with Salesforce, and customer support was nowhere to be found when it mattered.
Here’s how to avoid that story, and instead tell a better one: the story of a company that took the time to get it right the first time.
Define What You Need, Not What They’re Selling
At CommCorrect, we like to say that the best shopping starts at home. Before you even speak to a provider, gather your team and define what matters most. Do you have a mobile salesforce that needs world-class mobile apps? Do you depend on AI capabilities to triage and route customer requests? Do your managers need robust reporting and real-time dashboards?
We worked recently with a healthcare client who realized halfway through their provider evaluation that HIPAA-compliant secure messaging wasn’t just a “nice to have”—it was a deal breaker. That realization saved them from signing with a vendor that couldn’t meet compliance standards.
Don’t Stop at the First Proposal
It can be tempting to go with the first vendor that seems like a good fit—after all, those demos can be impressive. But we’ve seen that companies who take the time to talk to at least 3-4 providers end up negotiating better deals and finding a solution that truly fits. Not all providers are created equal: one vendor may excel at APIs and integrations, another at AI-driven customer service, another at mobile apps. You won’t know unless you look.
Look Beyond the Tech
Features are important, but so is the company behind them. Is this a well-established player with a solid brand and presence? Or a startup burning through VC money? Stability matters because switching providers isn’t cheap—or fun. And while we’re at it: what does their support model look like? We’ve helped clients migrate away from providers simply because of poor implementation support and non-existent training.
Integrations Are Everything
One client—a national retailer—signed with a provider only to realize their shiny new system didn’t integrate well with Salesforce. Their agents were left copy-pasting information from one screen to another. Don’t be that company. Make sure your communications system integrates seamlessly with Salesforce and your other core applications from the start.
Prove It Before You Buy It
Before you roll out a system company-wide, consider starting small. A pilot or proof of concept (POC) can reveal technical hiccups, training gaps, and unforeseen workflow challenges. We’ve guided clients through pilots that uncovered everything from licensing issues to call quality problems that didn’t appear in the polished sales demo.
Don’t Go at It Alone
Finally, remember: you don’t have to figure this out by yourself. At CommCorrect, we act as a buyer’s agent for businesses looking for cloud communications platforms. We help you define your requirements, evaluate vendors, negotiate contracts, and ensure the system works for your business—not the other way around.
If you’d like help navigating the process of choosing the right communications system—without the headaches—get in touch. Let’s tell a better story together.
Ready to find the right solution for your team? Contact us today at CommCorrect Technologies and let’s get started.

