Skip to content
Small/ Medium Business VoIP
Enterprise VoIP
VoIP Concierge
SIP Trunking
Remote Worker Enablement
Contact Center
Resources
Business VoIP
Enterprise VoIP
Contact Center
Remote Worker Enablement
SIP Trunking
Resources
Try Our Voip Concierge
VoIP Blog & Resources
Contact us for a custom Quote
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
CAPTCHA
Δ
Get Started Now
Ready To Take The Next Steps?
GET IN TOUCH WITH COMPAREHOSTEDVOIP.COM
Name
First
Last
Email
Phone
Questions or Comments
CAPTCHA
Δ