Reports and Guides

A Decision Criteria Checklist for Live Conversation Platforms

This checklist provides a thorough look at the aspects you should consider, why those considerations matter, and offers questions you should ask vendors to assure the best experience for your sales reps.


A combination of modern economic realities and the increasingly complex world of selling means every new addition to your tech stack needs to prove its worth immediately. Any platform your organization is considering purchasing needs to supercharge productivity, grow pipeline, aid in collaboration, and be easy to use.

This complexity and the continued rise of omnichannel selling means your organization has likely either purchased or is currently looking at Live Conversation Platforms as a way to optimize your tech stack while empowering your sales reps to connect with more prospects and create more opportunities.

It’s with this idea in mind that we created our Decision Criteria Checklist. At Orum, we strive to do right by our customers and prospects in all things and that includes when you’re considering adding our platform to your tech stack. Below, you’ll find a checklist of criteria to consider before purchasing a Live Conversation Platform ranging from everything including how it enables your teams to whether or not it helps onboard new reps to how secure it is and everything in between.

Get the checklist