1. Upsell Small Business Customers to an Office 365 plan
WHY OFFICE 365?
Office 365 allows you to work and collaborate anywhere on your favorite devices with trusted applications such as Word, Excel, PowerPoint and Outlook powered by business class . With Office 365, you can join and host more productive meetings and securely store and access your documents whenever you want with 1 TB of storage. Whatever you and your team are working on, the fully integrated experience that Office 365 delivers will help you accomplish what you need to get done to move business forward.
HOW DOES OFFICE 365 HELP MY BUSINESS?
Worry less
Feel secure with Office 365 helping you protect your data and helping your business run smoothly.
Work easier
Office 365 lets you use trusted business applications such as Word, PowerPoint, and Excel with a consistent experience across your favorite Windows, iOS and Android devices.
Work together
Office 365 makes working together easier with tools for , virtual meetings, and document collaboration.
OFFICE 365 PLANS
Office 365 Business
Get Desktop Version of Office Suite
Office 365 Business Essentials
Get Business-class & the Online Version of Office suite
Office 365 Business Premium
Get Business-class & the Complete Office Suite
( not included)
Desktop & web version of Office 2016 apps: Outlook, Word, Excel, and PowerPoint
One license covers 5 phones, 5 tablets, & 5 PCs or Macs per user
1 TB file storage & sharing
24/7 phone & web support
Business-class with 50 GB mailbox
Web version of Office apps: Outlook, Word, Excel, and PowerPoint (desktop apps not included)
1 TB file storage & sharing
HD video conferencing with Skype for Business*
24/7 phone & web support
Business-class with 50 GB mailbox
Desktop & web version of Office 2016 apps: Outlook, Word, Excel, and PowerPoint
One license covers 5 phones, 5 tablets, & 5 PCs or Macs per user
1 TB file storage & sharing
HD video conferencing with Skype for Business*
24/7 phone & web support
*For HD calling, compatible HD hardware and broadband connection with at least 4 Mbps required.
© 2015 Microsoft Corporation. Internal/Partner Use Only

2. Upsell Paths for Office 365
 At activation
 Adding Seats
Common customer triggers
 Approaching Renewal
 High Usage
Upsell Paths for Office 365
Target customer
Pitch
Suggested Upsell Opportunity
Uses ODfB for file sharing with their team, but needs more tools to collaborate 
Get more services for the same price. =
Business Essentials
Uses older versions of Office, and has mobile devices.
Customer sees value in ODfB, turning document storage into a more useful component of the working office
Add Office and work from anywhere.
Business
Uses free or an aging server and older versions of Office, with point solutions and apps to fill in gaps.
Customer needs professional – and a secure way to send documents that are stored in ODfB
Needs an integrated productivity solution that works together.
Establish a brand and identity for your organization using a custom domain.
Business Premium
This customer needs a solution that lowers their overall total cost of ownership and introduces some integration between the solutions that they have implemented.
Needs professional
Get more storage and improve collaboration. (for just 25% more each month)
Get more storage and add Office apps.
Has high usage of Skype meetings
Uses point solutions for storage and collaboration
Make working together easier with document storage that your whole team can use.
Is ready to mature to a full productivity suite
Get to a standardized experience and the latest version of Office.