VoIP Concierge Form - CompareHostedVoIP.com

Required Info
Why are you considering a new UCaaS solution?*
- I have a legacy PBX that is out of warranty
- I have experienced a recent outage and want a more reliable solution
- I have a service contract expiring soon and want to explore my options
- I am paying too much for my current solution
- I am not satisfied with the quality of technical support I receive
- I have outgrown my current system and need something that scales
- I no longer want to be responsible for managing my telephony environment
- I have too many disparate systems and want to consolidate to a cloud-based solution
- Other
Please select any of the following drivers for changing your phone system. If none apply, please select 'Other' and provide additional context below
What is the goal of this project?*
Current PBX (check all that apply)
- Avaya
- Cisco
- Mitel
- NEC
- Panasonic
- Toshiba
- UCaaS
- Other
What UCaaS or Other PBX system are you looking to replace?
Are you interested in remaining on the same PBX platform?*
- Yes, move to hosted solution on the same platform
- No, looking for a new, hosted PBX platform
- No Preference
Do you want to reuse your existing handsets?
- Yes, preferred
- No preference
- No, replace them
Current Handset Make(s)
- Avaya
- Cisco
- Mitel
- Poly
- Yealink
- Other
Current Handset Models
# Physical Desk Phones
Total # UCaaS seats*
Do you have any remote or Work at Home (WAH) employees?
- Yes
- No
If Yes, how many?
If Yes, are they (check all that apply):
- Work at Home
- Small Remote Office
- Mobile/Field Workers
- Other
How do you support their telephony needs?
- They have DIDs through the current phone system
- They are provided corporate landlines (not part of PBX)
- They are provided corporate mobile phones
- They supply their own dial tone
Are remote employees part of the corporate PBX, provided free or subsidized landlines/mobile phones, or do they supply their own phone services?
Compliance Standards Required
- HIPPA
- HITRUST
- PCI
- FedRAMP
- GDPR
- Other
If applicable, what are you doing to maintain compliance today?
Contact Center
Are you interested in a new Contact Center solution?
- Yes
- No
Current Contact Center Solution
# of Agents
# of Supervisors
Type of Contact Center
- Inbound only
- Outbound only
- Inbound & outbound
Inbound - think customer service; Outbound - think sales & marketing campaigns
Required Outbound Dialer
- Non (Manual)
- Preview
- Progressive
- Predictive
- Not Sure Yet
Manual = agents place their own calls; Preview = system suggests next call and provides screen pop of customer info; Progressive = automatically puts agent on next call when call ends; Predictive = oversubscribes # outbound calls to # agents
Desired Channels of Communication
- Voice
- Web Chat
- Email
- SMS
- Social Media
Social Media Platforms
- WhatsApp
- Facebook
- Twitter
- Instagram
- Apple Business Chat
- Other
Required Contact Center Features
- Interactive Voice Response (IVR)
- Skills-Based Routing
- Call Recording
- Workforce Management
- Quality Monitoring
- Queue Callback
- Dashboards & Analytics
- Other
Application Integrations
Do you require integration with an existing productivity solution?
- Microsoft/Office 365 (Outlook)
- Microsoft Teams
- Slack
- Cisco Webex/Webex Teams
- Google G Suite
- Other
e.g. click to call from IM client or email, update presence to busy when on call, calendar integration
Do you plan to use Microsoft Teams to make phone calls? Teams can serve as a full softphone, as the main interface to the phone system. Alternately, it can be used only for chat & presence, or meetings, and so on.
- Yes
- No
Teams can serve as a full softphone, as the main interface to the phone system. Alternately, it can be used only for chat & presence, or meetings, and so on.
Which MSFT/Office 365 licenses do you have today?
Please describe the features/functionality you seek from this integration
Do you have a CRM, ticketing system, ERP, etc.?
- Yes
- No, but I am looking into one
- No, but I would like to bundle it in
- No I don't need one
CRM = customer relationship management; ERP = enterprise resource planning
Do you want to integrate your new UC/CC solution with these line of business (LOB) applications?
- Yes
- No
- Not Sure
Integrating your telephony/contact center into your LOB apps can enable benefits such as click-to-dial functionality, automatic call logging, inbound call screen pop with caller information mined from your app, and an embedded softphone within your app
Existing/Desired LOB application
- SalesForce
- Zendesk
- Microsoft Dynamics
- Sugar CRM
- NetSuite
- Service Now
- Bullhorn
- Zoho
- Other
Please describe the desired integration between the UC/CC solution and the LOB app selected above.
Locations
OPTIONAL - Feel free to include an attachment listing your sites and number of users at each.
Max. file size: 2 GB.
Please list domestic sites and number of users at each.
Do you have international sites?
- Yes
- No
Which regions will require voice services?
- North America
- Latin America
- Europe, Middle East, Africa
- Asia Pacific
Please list international sites (by country) and number of users at each.
Do any of your international sites require a local DID?
- Yes, for inbound AND outbound calling.
- Yes, for inbound calling only.
- No, not needed.
Inbound & outbound - users can receive and place calls with an in-country phone number. Inbound only - virtual local DID; outbound calls display US telephone number and incur LD charges.
Please list inbound-only international sites
Please list inbound & outbound international sites
Network
Current WAN Setup*
- MPLS
- SD-WAN
- Internet - Ethernet
- Internet - TDM
- Internet - Broadband
- Other
MPLS = multiprotocol label switching, a common type of private network; VPN = virtual private network; SD-WAN = software-defined wide area network; TDM = older circuit standard before Ethernet
Current MPLS Provider
Current SD-WAN Solution
How do you plan to connect to UCaaS?
- MPLS
- Dedicated voice circuit (no data)
- SD-WAN
- Over-the-top Internet
- Not sure yet
- Other
Are you interested in replacing or augmenting your existing network?
- Yes, replace with new MPLS
- Yes, replace with new Internet
- Yes, replace with SD-WAN
- Yes, add SD-WAN to existing network
- Yes, add backup circuits
- No, keep network the same
Would you like to bundle services from the UCaaS provider?
- Yes, circuits
- Yes, SD-WAN
- No
- Other
Helpful Info
# Common Area seats

e.g. Break room, kitchen
# Receptionist seats

May include sidecar with additional line visibility, drag-and-drop software to assign calls.
# Conference Room seats
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