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Purchasing a new business phone system can be an involved and demanding process. Some good
advice is to start with a plan in place that identifies current and future needs, system features and
capabilities, cost considerations, as well as other factors that may be important to your business. The
information presented here should help you to better understand the size and scope of replacing your
phone system.
2. Identify business and user needs. Identify the business goals you hope to achieve with this change.
Complete an internal discovery, involving the leaders of key functional areas. For example:
3. Define your business requirements clearly. Prepare a list of critical as well as optional business needs.
4. Define your purchase time frame and determine budget availability. Determine how you will fund this
purchase, whether through cash payment or leasing.
5. Compare vendors and solution options and ask for a live demonstration.
application/hardware integration
auto-attendant
branch office support
call detail records
call forwarding
call monitoring features
call ques / ACD / automated call distribution
call recording
call transfer between business locations
call transfer to voice-mail
call transfer between user stations
conference calling
CTI computer telephony integration
day/night/holiday mode
direct inward dialing
do not disturb
find me / follow me
intercom
message-on-hold
operator console
paging
remote user extensions
ring groups
roll-over lines
single number access
speed dial / user directory
support for IP, soft-phones, SIP phones
telecommuting
toll free numbers
voice-mail
voice-mail to email