Customer & Technical Survey
Phone System Porting to VoIP Cloud-Based System
Company Name or DBA
Name
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Primary Office/Headquarters Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Please list the names and addresses of each site (e.g., HQ, Branch 1, Branch 2, etc.):
Location 1
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Location 2
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Location 3
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Location 4
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Location 5
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Location 6
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Location 7
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Location 8
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Section 3: Current Phone System Information--Location 1
What is the brand and model of the current phone system?(e.g., Cisco, Avaya, Panasonic, etc.)
How many phone lines are currently in use?
How many physical desk phones are in use at this location?
Are there any remote or mobile users using this system at this location?
What features do you frequently use at this location?(e.g., Voicemail, Call Forwarding, Auto-Attendant, Conference Calls)
Is the phone system at this location integrated with other services or tools?(e.g., CRM, Email, Mobile Apps)
Are there any specific issues at this location regarding phone system performance or call quality?(e.g., dropped calls, static, delay)
Section 3: Current Phone System Information--Location 2
What is the brand and model of the current phone system?(e.g., Cisco, Avaya, Panasonic, etc.)
How many phone lines are currently in use?
How many physical desk phones are in use at this location?
Are there any remote or mobile users using this system at this location?
What features do you frequently use at this location?(e.g., Voicemail, Call Forwarding, Auto-Attendant, Conference Calls)
Is the phone system at this location integrated with other services or tools?(e.g., CRM, Email, Mobile Apps)
Are there any specific issues at this location regarding phone system performance or call quality?(e.g., dropped calls, static, delay)
Section 3: Current Phone System Information--Location 3
What is the brand and model of the current phone system?(e.g., Cisco, Avaya, Panasonic, etc.)
How many phone lines are currently in use?
How many physical desk phones are in use at this location?
Are there any remote or mobile users using this system at this location?
Is the phone system at this location integrated with other services or tools?(e.g., CRM, Email, Mobile Apps)
What features do you frequently use at this location? (e.g., Voicemail, Call Forwarding, Auto-Attendant, Conference Calls)
Are there any specific issues at this location regarding phone system performance or call quality?(e.g., dropped calls, static, delay)
Section 3: Current Phone System Information--Location 4
What is the brand and model of the current phone system?(e.g., Cisco, Avaya, Panasonic, etc.)
How many phone lines are currently in use?
How many physical desk phones are in use at this location?
Are there any remote or mobile users using this system at this location?
What features do you frequently use at this location? (e.g., Voicemail, Call Forwarding, Auto-Attendant, Conference Calls)
Is the phone system at this location integrated with other services or tools?(e.g., CRM, Email, Mobile Apps)
Are there any specific issues at this location regarding phone system performance or call quality?(e.g., dropped calls, static, delay)
Section 3: Current Phone System Information--Location 5
What is the brand and model of the current phone system?(e.g., Cisco, Avaya, Panasonic, etc.)
How many phone lines are currently in use?
How many physical desk phones are in use at this location?
Are there any remote or mobile users using this system at this location?
What features do you frequently use at this location? (e.g., Voicemail, Call Forwarding, Auto-Attendant, Conference Calls)
Is the phone system at this location integrated with other services or tools?(e.g., CRM, Email, Mobile Apps)
Are there any specific issues at this location regarding phone system performance or call quality?(e.g., dropped calls, static, delay)
Section 3: Current Phone System Information--Location 6
What is the brand and model of the current phone system?(e.g., Cisco, Avaya, Panasonic, etc.)
How many phone lines are currently in use?
How many physical desk phones are in use at this location?
Are there any remote or mobile users using this system at this location?
What features do you frequently use at this location? (e.g., Voicemail, Call Forwarding, Auto-Attendant, Conference Calls)
Is the phone system at this location integrated with other services or tools?(e.g., CRM, Email, Mobile Apps)
Are there any specific issues at this location regarding phone system performance or call quality?(e.g., dropped calls, static, delay)
Section 3: Current Phone System Information--Location 7
What is the brand and model of the current phone system?(e.g., Cisco, Avaya, Panasonic, etc.)
How many phone lines are currently in use?
How many physical desk phones are in use at this location?
Are there any remote or mobile users using this system at this location?
What features do you frequently use at this location? (e.g., Voicemail, Call Forwarding, Auto-Attendant, Conference Calls)
Is the phone system at this location integrated with other services or tools?(e.g., CRM, Email, Mobile Apps)
Are there any specific issues at this location regarding phone system performance or call quality?(e.g., dropped calls, static, delay)
Section 3: Current Phone System Information--Location 8
What is the brand and model of the current phone system?(e.g., Cisco, Avaya, Panasonic, etc.)
How many phone lines are currently in use?
How many physical desk phones are in use at this location?
Are there any remote or mobile users using this system at this location?
What features do you frequently use at this location? (e.g., Voicemail, Call Forwarding, Auto-Attendant, Conference Calls)
Is the phone system at this location integrated with other services or tools?(e.g., CRM, Email, Mobile Apps)
Are there any specific issues at this location regarding phone system performance or call quality?(e.g., dropped calls, static, delay)
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Phone Numbers and Call Flow (For Each Location)
Primary Phone Number
Additional Numbers
Manual, AA, or VM inbound calls
(e.g., toll-free, emergency)
Location 1
Location 2
Location 3
Location 4
Location 5
Location 6
Location 7
Location 8
Voicemail and Auto-Attendant (For Each Location)
# of Voicemail Boxes Needed
Auto Attendant Used?
Existing Call Menus or Recordings?
Voicemail to Email
Location 1
Location 2
Location 3
Location 4
Location 5
Location 6
Location 7
Location 8
Section 6: Internet and Network Setup (For Each Location)
Internet Speed
QoS ?
Existing Network Issues - Jitter, Static
OTA for Voice?
Location 1
Location 2
Location 3
Location 4
Location 5
Location 6
Location 7
Location 8
Section 7: Desired Features for New VoIP System
Voicemail to Email
Call Forwarding
Mobile App Integration
Video Conferencing
Call Analytics & Reporting
Music/Message on Hold
Virtual Receptionist
Other
Would you like training on the new system for your staff?
Please Select
Yes
No
Do you need any integrations with other systems?(e.g., CRM, Email, Mobile Apps)
Do you have different timelines for each location’s transition? If so, please specify for each location:
Location 1 Timeline: Location 2 Timeline: Location 3 Timeline:
Are there specific business operations or times where phone system downtime would cause major disruptions?
Is there anything else we should know about your current phone system or business needs for this transition at any of the locations?
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