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Quick Assessment | UCaaS
UCaaS is a managed PBX environment in the cloud that provides phone services to end users. It replaces on-prem PBXs as well as SIP, PRIs, and POTS lines. Hosted Contact Center is a Software as a Service (SaaS) solution that replaces traditional brick-and-mortar call centers, allowing agents to work from any location. Additional benefits include built-in redundancy, flexibility, and scalability.
Required Information
Why are you considering UCaaS?
Please explain your business need.
Current PBX?
Current WAN Setup?
MPLS
IP VPN
Broadband
SD WAN
Other
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Do you want to reuse your existing handsets?
Yes (Required)
Yes (Preferred)
No
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Number of UCaaS seats?
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Do you need a new Contact Center solution?
Yes
No
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Do you require integration with an existing Instant Messaging solution?
e.g. click to call from IM client, update presence to "busy" when on call
Skype for Business (O365)
Skype for Business Server (on prem)
Cisco Jabber
Google Hangouts
Not Required
Other
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Do you require integration with an existing CRM solution?
e.g. click to call from CRM, inbound call triggers screen pop-in CRM (select all that apply)
Salesforce.com
Microsoft Dynamics
SugarCRM
Netsuite
Zendesk
Other
Not Required
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Compliance Standards Required?
(select all that apply)
SSAE 16 Type II
FISMA
ITAR
HIPPA
FedRAMP
ISO 27001
PCI
SOX
Other
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Helpful Information
OPTIONAL - Feel free to include an attachment listing your sites and number of users at each.
Select file
Change
Remove
List your domestic sites and number of users at each.
Do you have international sites?
Yes
No
Option 3
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Number of Common Area seats?
e.g. Break room, kitchen... etc.
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Number of Receptionist seats?
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Number of Conference Room seats?
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Feature Requirements
(select all that apply)
Voicemail to Email
VM Transcription
IM/Presence
Call Recording
Mobile App
Softphone
SMS
Web Conferencing
Video Conferencing
eFax
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Do you need new PoE switches from the UCaaS provider?
Yes, purchase outright.
Yes, bundle into monthly cost.
No, I already have PoE switches.
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When is your expected "Go Live" date for this project?
Contact Information
First & Last Name
Title
Email
Phone Number
HQ Address
Apt, Suite, Bldg. (optional)
City
State / Province / Region
Country
Submit
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