Business VoIP Installation Checklist

Stage 1: Research & Get Ready for VoIP Purchase

First, know what you need for your business calls.

1. Know What Your Phone System Need

Many businesses don't think enough about what they require from their phone service. But not meeting your basic needs hurts productivity. Here are key questions:

• How many local and remote users?
• How many phone numbers do you have?
• Check a recent phone bill for your usage.
• What's your budget for new phones?
• What are the legal requirements?
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Then, consider what you want in a new system. If you have remote workers, find a provider with phone apps that work on their devices. If you make international calls, affordable overseas rates are key.

Taking the time to understand your needs means you'll pick the right Internet phone provider and service. You'll save time and avoid extra costs down the road. Doing this prep work ensures you choose the best new phone system for your business.

2. Prioritize Key Features

A whole new world of communication awaits with unified systems. Discover phone features you've dreamed of, plus cutting-edge capabilities you never knew existed. Seamlessly connect your team and customers, taking your communication potential sky-high.

Key features include:

Auto attendants to professionally greet and route calls

Call routing to direct calls to the right people 

Video conferencing to visually meet and collaborate

Instant messaging enabling quick, secure conversations 

Voicemail transcription sending messages straight to your inbox

And much more! We bundle over 40 features with our business phone plans. You'll be amazed by what our versatile systems can do for your team. 

Unlock simplified communication that unites your workforce and wows your customers. Contact us to learn more and get started with unified connections tailored to your needs. Discover how easy and affordable it is to level up your phone service.

3. Check Internet Speed

VoIP calls go through the internet instead of phone lines. For smooth calls, having enough bandwidth is key.

The good news - most people already have fast enough internet. On average, broadband speed tops 50 Mbps reports Ookla.

For reliable VoIP calls, follow these tips:

• Bandwidth: 100 Kbps per line
• Latency (delay): 150 milliseconds or less
• Jitter: 20 milliseconds or less

Take our VoIP speed test to check your bandwidth. It simulates voice traffic to ensure flawless calls.

VoIP takes very little bandwidth, so quality calls won't strain your system. But choose a router that prioritizes VoIP. Look for:

• Quality of Service (QoS) - prioritizes voice data
• Bandwidth management - ensures capacity for calls

With the right router, your VoIP calls will come through loud and clear. Contact us to test your network or upgrade your equipment. We help you prep so you can start benefiting from crystal-clear internet calling.

4.  Choose VoIP Phones

A top benefit of VoIP is using your existing devices for phone service. Through the internet, smartphones and computers become your new office phones.

No extra hardware or setup needed. Just connect to the internet and start seamless communication.

Like a traditional desk phone? We offer many affordable VoIP desk phones. Browse our selection of handsets with different features.

Keep in mind models may vary in headsets or accessories. It's best not to rely on just one phone.

Consult a cloud phone expert like us for advice tailored to your needs. We help you choose the right phones and systems for your business.



One last tip - ask about promotional pricing. You may save more as you upgrade to internet calling.

Contact us to learn more and get recommendations. Discover simple, money-saving ways to unlock the potential of VoIP.

Switch to Next-Gen Phones, Keep Your Customers

After selecting a communications provider. upgrading your business phones is exciting, but also needs care to keep connections intact. Not to worry our experts guide you each step, making it hassle-free. With us, you can relax knowing the transition will be smooth.

5. Keep & Transfer Current Phone Numbers

Your phone number is your lifeline to customers. Since it's on your ads or memorized by loyal clients, keeping it matters.

Through a simple process called "porting-in," we migrate key numbers to your new Voice over IP (VoIP) system. Just show us an old bill, and we handle paperwork and confirm when the transfer is done.

You can bring landline, cell, toll-free, virtual - whatever you use today. Or get fresh numbers - your choice!

Pro Tip: For instant new service, start with temporary numbers. Later, easily port existing ones. That way, no important calls are lost as you upgrade to VoIP phones tailored to your needs!



Contact us to keep connections intact during modernization. Our experts make switching business phone service smooth and simple. Discover how to upgrade without dropping customers.

6) Add and Manage Users

Know how many employees need phones. This number may differ from staff size or extensions. Also decide who needs a direct number.

By understanding needs, we tailor the system. We optimize channels for hassle-free communication.

Tip: Add AI assistants to make/take calls automatically. They integrate seamlessly.

For small businesses, track details in a spreadsheet:

• Users
• Extensions
• Permissions
• Call flows
  
  

This enables smooth setup on day one.

In big organizations, consider:

• Ring groups - shared numbers for departments
• Admins - to manage the system
• Permission profiles
  
  

We cover more during onboarding.

For remote workers, provide their home address for emergency services location accuracy.

Contact us to discuss setup and have a tailored system that fits your team. Our experts simplify phone communication management.

7. Get VoIP Apps

Now's the time to setup the phones you'll use, whether desktops or mobiles.

Our simple softphone apps enable professional calls from any device - just sign in and go! Try Webex for iPhone, Android, Mac or Windows.

For desk phones, plug them in and let the magic happen! They'll automatically connect to our system so you can make calls with ease.

We eliminate firmware hassles and config complications found with some providers. Just link the phones to users in your online portal. Done!

Like simple? Get PoE (Power over Ethernet) switches. Now one cable powers your phones - no AC adaptor plugs needed.



Experience convenient, cutting edge business phones made simple. Contact us to discuss easy implementation meeting your needs. Discover innovations that unite and empower your workforce.

8. Create Call Flows (auto attendant)

Consider the customer experience when they call your company. A professional auto attendant can guide callers to the right department or person. With The VoIP Shop easy Call Flow Builder, you can design the perfect call routing.

Recognize there are two types of callers - those unfamiliar with your company who need guidance, and those who know who they want to reach. By acknowledging this, you can tailor your auto attendant to effectively assist both groups.

Welcome to our company! To reach sales, press 1. To reach support, press 2. VoIP makes updating this quick and easy in the future when needed. We value your call and want to connect you effortlessly for great service.

10. Verify Number Assignments

Teamwork made easy: Don't miss calls! Set up ring groups to distribute incoming calls to a team, ensuring everyone stays on top of inquiries. (Availability may vary by provider.)

Control your caller ID: Make sure your outbound calls display the right information! You can usually adjust this in your VoIP settings. Remember, updates might take some time due to telecom databases.

Bonus tip: Need your caller ID info quickly? Call +44116 243 8426, the MCI ANAC service, to retrieve it instantly!

11. Record Greetings (voicemail)

A voicemail system is crucial for any business phone setup. It confirms callers reached the right number and adds a personal touch. If you prefer text messages instead, your greeting can easily establish that preference.

Don’t let the hassle of traditional PBX voicemail setups stop you. With The VoIP Shop online portal, you can easily create the perfect greeting right from your browser.

Gone are the days of navigating complex phone menus or dealing with technical headaches just to record a greeting. The VoIP Shop lets you log in and customize greetings with a few clicks.

The power lies in crafting a captivating message that impresses callers with your brand personality. With flexible options, tailor greetings to stand out.

Whether a small business wanting a professional touch, or an individual seeking a unique voicemail, The VoIP Shop makes it easy. Say goodbye to generic, boring greetings!

Take control of your communications. Log into The VoIP Shop simple portal and create fantastic voicemail greetings in minutes. You’ll be amazed how quick and easy it is.

12. Enable VoIP Productivity Features