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 collaboration, and be easy to use.

This complexity and the continued rise of omnichannel selling mean your organization has likely either purchased or is currently considering 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.

With this idea in mind, we created our Decision Criteria Checklist. At Orum, we strive to do right by our customers and prospects in all things, including when you’re considering adding our platform to your tech stack. Below is a checklist of criteria to consider before purchasing a Live Conversation Platform. It includes everything, including how it enables your teams, onboarding new reps, security and compliance, and everything in between.

Get the checklist