VoIP phone systems differ from traditional setups because you don’t need copper wiring that spans across your entire office. Connections are made virtually using an internet connection. But that often causes security a big concern: everything is hosted in the cloud. Hacking a phone system isn’t as far-fetched as you might think.
The Internet of Things revolution means everything is done online. The phone system makes it challenging to verify callers and can springboard into new data breaches. Thus, social engineering is common.
Should someone use VoIP to carry out an attack, they can access sensitive customer data.
In this guide, we’ll share:

What is VoIP hacking?

VoIP hacking is a type of attack that a person uses to infiltrate your business phone system. They can listen in on calls, rack up expensive bills, and steal sensitive information–both about your business and your customers.

Hacks usually happen when one of your employees accidentally gives information to a scammer. These types of social engineering scams account for 97% of all malware attacks.

Hackers target people working in customer service and in the Network Operations Center (NOC), acting as someone else. Staff can unknowingly give unauthorized access to the hacker, and they take control of your VoIP phone system.
Access to your business’ phone system can launch other attacks. For example, a VoIP hack could access the information to charge your credit card, impersonate your business, and access private customer information.
It’s important to stay current on the ways business phone systems are compromised and review the steps you and your provider can take to secure communications.

Five types of VoIP hacking

VoIP phone systems have different network security risks than other traditional phone systems due to their setup. Here are the five most common types of VoIP hacking to be aware of.

1. Unauthorized use

This type of attack is when hackers use your business’ phone system to make phone calls.
Hackers can use your phone system to use robocalling and auto-dialing software. People who answer the phone to your caller ID will hear a prerecorded message asking them to do something—such as enter their credit card number to “confirm their account.” It isn’t your business making the call, though. The hacker now has access to all of that information.
Hackers can also conduct fraudulent activity using your legitimate business phone service. Your caller ID will show when they’re making phone calls using your VoIP system. They can impersonate your company to scam customers out of their private information.
The worst part? Unauthorized use of your VoIP system can go undetected, especially if you’re taking a DIY approach to setup. Regularly check your call logs and history, and set alerts if you go over a certain limit. That way, you’ll be notified of unauthorized use sooner than later.

2. Toll fraud

Toll fraud occurs when hackers make international calls to other devices. Toll charges for these long-distance phone numbers can be expensive and will be billed from your account. A staggering $27 billion is lost due to toll fraud, according to Trend Micro.
Attackers can target users and admins with phishing scams to gain unauthorized access to your VoIP system.
For example, hackers leave your finance team a voicemail that asks them to verify their banking information. Your employee doesn’t know the difference, so they return the phone call and give the verification codes—such as your phone system password or IP address.
The hacker then has information they can use to hack your VoIP phone system and make expensive long-distance calls.

3. Caller ID spoofing

When your phone rings and the caller ID appears, do you trust the number shown?
Caller ID isn’t always a reliable way to verify the person calling you. Attackers can use fake caller IDs and leverage them in coordination with another attack, like social engineering.
Employees often place a high value on a caller’s phone number or name. So, if they get a call from someone appearing to come from their VoIP provider, they might be fooled into exposing important information.
Giving that information, often without realizing it’s not who you expected on the other end, can give hackers access to your business’ VoIP system.

4. Eavesdropping

Do you take payments over the phone, or ask customers to call you to give personal information? If so, you’ll want to prevent eavesdropping. This is when hackers listen in on your real-time business phone calls or recordings like voicemails.
Eavesdropping is only possible when the connection is unencrypted or the local network itself is breached. Insecure Wi-Fi networks—those without Transport Layer Security (TLS) and Real-time Transport Protocol (SRTP) — can invite attackers to monitor the network.
Eavesdropping allows hackers to collect information on your business and your customers. They can access every interaction your business has had.
Depending on the conversations they listen to, there’s a risk of hackers:

  • Selling your customers’ private information
  • Selling proprietary information to your competitors
  • Bribing your business or customers. For example, they might ask for a cash sum to keep the recordings private, depending on the nature of the call.

5. Social engineering

Stages of social engineering attacks

Research shows that 62% of businesses experienced a social engineering attack in 2018. It’s a common type of VoIP hack because it preys on people, not technology.
Hackers try to build relationships with their victims so they think it’s a genuine call, but it’s not. The call is a hacker impersonating someone else to trick you into handing over sensitive information.

Social engineering is used by attackers because they prey on the fact that people genuinely want to be nice. It’s uncomfortable to say no when someone asks for something—especially if you’ve got no reason to doubt who they say they are.
There’s also a lack of awareness around social engineering campaigns. Employees are rarely educated about the risks of fraudulent phone calls from attackers disguising a caller ID.
Attackers prey on people to extract information about a target that can be used for later. This can include false account requests, like verifying your account, and harassing or threatening victims based on the data they’ve acquired.
These emotionally-charged situations pressure staff into doing something right now, and that going against proper procedure is the right thing to do.

11 defensive tactics to harden VoIP

Each of the VoIP hacks listed above are costly for businesses. The average cost per record stolen is $242 for U.S. companies—making it expensive and damaging if you fall victim to a hack.
But it’s not all bad news. Most VoIP vulnerabilities can be eliminated with better awareness, regular education, and proactive steps your internal team can take to strengthen your defenses.
Here are 11 best practices to consider for preventing your business from coming under attack.

1. Choose the right VoIP provider

A secure phone system starts with the provider you’ve chosen. A weak provider makes it easier for hackers to infiltrate your phone network and gain access to private information.
That’s why you should always check their security policy before you take out a contract with any VoIP service provider. You’ll want to make sure they:

  • Share their commitments to their network’s security and the countermeasures they have in place
  • Explain how to report a vulnerability
  • Have a plan of action if a hack does happen
  • Have accreditations that prove they’re up-to-date on security
  • Share a responsible security disclose program
  • Demonstrate good security practices

Take some time to dive into this, and inquire about your providers’ certifications. They should be able to give you this information on request. If they don’t, move on to a different VoIP provider.

2. Control administrator access

Administrative access to your VoIP infrastructure means the user can control everything related to your business phone system. The user can manage billing, join conference calls, set up new lines, and lead to more costly intrusions.
You should be extremely careful with which employees get administrative access to your VoIP phone system.
Giving everyone access increases the likelihood of a social engineering attack. People make mistakes, but with proper permissions, their impact is limited. It’s simple, don’t give administrative control to people who don’t need it and be sure to conduct user access reviews on a regular basis.
The more employees there are to persuade, the more at-risk you are of falling victim to a scam and giving the hacker administrative access to your network.

3. Use a VPN for remote access

Gartner reports that 82% of company leaders plan to allow their staff to work remotely. Those remote staff communicate with their coworkers and customers via phone, which makes them vulnerable to VoIP hacking.
However, a Virtual Private Network (VPN) encrypts those phone calls. Your remote team installs a VPN on their work devices—including their smartphone or softphone.
It creates a strong connection between that device and your phone system, just as you’d have in the office. They’re launching calls from your secure network, rather than their home network that could have its own set of vulnerabilities.
That makes it almost impossible for hackers to eavesdrop on the calls your remote workforce are making.

4. Use a VPN and enable endpoint filtering

The VPN you’re using should have an option to enable endpoint filtering. This limits connectivity to malicious sites.
VPN providers such as Sophos and Cisco use endpoint filtering to block the network from accessing sites that could download malware, or handing over information hackers can use against you, such as a public IP address.
This strengthens overall network connectivity and device integrity. There’s less risk of staff unknowingly visiting a website and compromising your phone system security.
It’s also a good idea to have a Wi-Fi Security VPN to secure your connection from cyber criminals. There are a number of solutions out there which provide this added layer of protection. Aura — a Wi-Fi security VPN company — tracks about 350K malware programs every day.

5. Test your network

It’s not unusual for small businesses to setup their VoIP system once and never look at it again. However, doing this leaves you at risk for a VoIP hack. The setup you’re using might no longer be as secure as it once was.
Regularly checking your network allows you to spot any holes in your VoIP security. Administrators should regularly evaluate access and best practices to avoid compromise.
For example, you might see that:

  • Staff who left the company two years ago still have accounts
  • Your admin passwords haven’t been changed in two years
  • The connection gateway doesn’t have Transport Layer Security (TLS) or Real-time Transport Protocol (SRTP), which means VoIP calls aren’t encrypted

Your IT department should also conduct an annual security check. This “penetration test” simulates a hacker and determines whether the network is secure. Any potential weaknesses should be reviewed and fixed as soon as possible.

6. Monitor your call and access logs

A call log is the history of incoming and outgoing calls your business has made. It’s not just useful for sales purposes, though. Access to these call logs mean you’re able to see:

  • The date and time of each call
  • How many calls you’re making to a specific number
  • The location of your calls, both the business’ side and your customer locations.

You can easily see whether your VoIP phone system has been hacked with these logs. Regularly monitoring your call logs means you’ll get to know what “normal” looks like. Any anomalies that might signal a hack can be spotted—even before your call limits stop them.
Similarly, an access log shows who has signed into your VoIP phone system. If you spot an unusual IP address, or see that your administrator signed in at 11pm (when they were asleep), you’ll spot an intruder.

7. Build awareness around strong passwords

When you’re setting up your VoIP solution, your provider will give a default password to help you get started. But it’s crucial to change your password from the default setting as soon as possible.
But that’s not always enough to secure your VoIP phone system. You need to build awareness around strong passwords with your workforce. Avoid the most common passwords, and avoid repeating the same combinations.
Repeat password usage, known as credential stuffing, means that a hacker can access other platforms if they crack this one, and vice versa. If they can figure out a customer service agent’s Facebook password, they’ll try the same combination on your VoIP phone system. The passwords for each VoIP account should be completely unique.
In addition, aim for longer passcodes rather than those containing special elements to meet the minimum character limit.
Complex passwords with exclamation points, capital letters, and special characters are hard to remember. Staff might write them down on sticky notes or save them in their email—both of which are relatively easy for hackers to find.
However, security experts at Black Hills recommend creating passwords that are lengthy. It’s harder and longer to crack a 20-character password than it is one with eight characters. And it’s easier to remember.
That way, you’re making it harder for a hacker to gain access to your VoIP system. The default, unsecure password isn’t there waiting to be hacked.

8. Use two-factor authentication

These days, a strong password isn’t enough of a deterrent for a hacker. It’s not impossible for smart, experienced hackers to crack a password—hence why you should have two-factor authentication for your VoIP phone system.
Two-factor authentication adds another layer of security on top of your password. Users need to authenticate their sign-in by:

  • Recording themselves saying a secret code
  • Scanning a QR code with an authenticator app
  • Using their fingerprint ID

With one of these additional authentication features, hackers won’t be able to gain access to your VoIP solution—even if they have your password. Only the people with the correct second-step credentials can get in.

9. Train your team on cybersecurity

Just one security hole in your phone system can leave you exposed to a VoIP hack. The same concept applies to your staff, too: one uneducated staff might make a mistake that causes an expensive data breach in your business phone system.
Whenever you’re onboarding your staff, give a mini-education on cybersecurity. Explain the importance of a strong password, install a VPN on their device, and educate them on the different types of VoIP hacks.
But remember: security isn’t a one-and-done job. Make it a priority to schedule cybersecurity training for your team members so they don’t get slack.

10. Have a mobile device management policy

Did you know that 59% of business professionals use at least three devices while at work? Your staff might bring their personal devices, or another laptop, to the office. Each of those devices need to be up-to-par security-wise.
Make sure your staff’s personal devices aren’t exposing a hole in your phone system—especially if they’re using those devices to make business VoIP calls. You can do that with a mobile device management policy with details like:

  • All personal devices must be connected to the Wi-Fi network for encrypted voice conversations
  • The software on the mobile device must be up-to-date if it’s being used for business purposes
  • All smartphones must have fingerprint ID to unlock the device
  • Staff must report any stolen or misplaced devices immediately

11. Have a response plan ready in case of a breach

Hackers are getting smarter, and they’ve got access to a growing number of tools to gain access to your business phone system. Sometimes, your in-house security tactics aren’t strong enough to deter them.
You should always have a data breach response plan, regardless of how strong your security measures are. This document outlines what you’ll do in the event of an attack. You won’t be running around like a headless chicken wondering what to do—which adds to the stress of the entire hack.
A disaster preparedness plan will come in handy, too. Research shows that 40% of small businesses fail to reopen after a major disaster. But taking steps to outline what you’ll do helps minimize the chances of yours going under after a data breach.

Is Your VoIP Provider Doing Their Part?

As you can see, there are several actions you can take to make your VoIP phone system more secure. But sometimes, data breaches happen as a result of your provider’s mistakes.
Here are seven ways to confirm whether your provider is doing their part.

1. Check for accreditations (like HIPAA compliance)

The easiest way to make a shortlist of VoIP providers is to check whether they have accreditations. These are certificates that prove your chosen provider meets industry-standard security standards.
If your business operates in specific industries, you’ll need your VoIP provider to have relevant accreditations, too. Take healthcare for example, it’s the industry with the most cyber-attacks because hackers will gain access to tons of sensitive, personal data.

2019 Cost of a Data Breach by Industry - IBM
Source: IBM

The Health Insurance Portability and Accountability Act (HIPAA) aims to help businesses secure health-related data. It acts as a basic level of security that all businesses must have if they’re storing patient records. Your VoIP provider must be HIPAA compliant if you’re in this sector.

2. Look for intrusion prevention systems

An intrusion prevention system does what it says on the tin: prevents hackers from hacking your VoIP phone system. Check whether your provider offers this.
It usually comes in two parts:

  • VoIP traffic tracking: Your VoIP phone provider should be able to track traffic on your phone network. Too many incoming calls could be a DDoS attack. Monitoring this traffic can block the calls before your network gets overwhelmed and shuts down.
  • Alerts for suspicious activity: The warning signs of a VoIP hack can include an influx of calls, more international calls, or logins from other devices. Look for a VoIP provider that alerts you when these things happen so you can remove the risk.

3. Look for call encryption

Hackers can gain access to your VoIP system through insecure internet connections. Once they’ve got into your Wi-Fi network, they can eavesdrop on all network traffic, including calls coming in and out of your office.
Transport Layer Security (TLS) hides the data being transferred from the data center to your VoIP devices. It also authenticates that the person behind the call is who you expect them to be, making it more obvious when a caller ID is being spoofed.
Encrypted voice conversations add an extra layer of security to your internet connection. With TLS from your VoIP provider, it’s almost impossible for a hacker to pick-up on call data you’re passing through your phone network.

4. Update the firmware on VoIP devices

Almost every piece of business software releases regular updates. These refreshes to the actual firmware can release new features, repair bugs—and more importantly, fix security holes.
It’s crucial to make sure the firmware your VoIP provider supplies is always up to date. You can check whether the provider will install these updates for you. But if not, you should be able to sign into your online account and do it manually.
Remember to do this on all of your VoIP devices, too. One device running with weak, old firmware might be the hole hackers need to control your phone system.

5. Check VoIP call limit options

Earlier, we mentioned that one of the most common VoIP hacks is caller ID spoofing. It happens when a hacker gains access to your VoIP network and uses your account to make expensive long distance calls.
However, your VoIP provider can help protect against attacks. Check for features that limit calls by:

  • Time of day
  • Device
  • User

That way, a large influx of calls gets flagged immediately. The hackers using your information to make long-distance calls are spotted (and blocked) before they rack-up any huge bills.

VoIP hacks are preventable

VoIP is a secure phone system that’s more reliable and modern than a traditional phone system. But with everything stored in the cloud, you need extra security features to make sure your setup is secure.
There’s no better time than now to check whether your VoIP phone system is airtight. Just the smallest security hole can expose your data to hackers, who can use that information against you and your customers.
But remember, the provider you’re choosing is just as important as the precautions you take.
Here at Nextiva, our cloud PBX system has the security features we’ve mentioned, and more. Plus, our network is backed by eight military-grade data centers. To say we’re committed to security is an understatement.

ABOUT THE AUTHOR

Julie Bai

Julie Bai was a product manager at Nextiva, UCaaS evangelist, no-bull communicator, and translator for people, dog lover, and mother to an adorably active boy.

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We’re excited to announce our largest channel investment in company history.
Today marks the official introduction of NeXus, our enhanced Channel Partner Program. We’ve also expanded our channel leadership team with the addition of three industry channel veterans as new Vice Presidents reporting into our new CRO, Eric Martorano.
These significant channel investments and key hires reflect our commitment to empowering our 4,500 channel partners to propel their success and accelerate adoption of Nextiva’s connected communication solutions.

NeXus Partner Program

NeXus will give Nextiva partners access to the most robust set of marketing and sales resources and tools in the industry.

Free Marketing Automation
Nextiva premium partners enjoy free access to the most robust set of pre-and-post-sales and marketing tools, including CoNEXtion, a complete, full-function marketing automation system.

Gamified Training
Training has been gamified to enhance effectiveness as partners earn certifications, which enable them to create and deliver their own high-margin services wrapped around Nextiva platforms.

Incentives, Incentives, Incentives
Nextiva is well known among its 4,500 current partners to constantly offer generous incentive programs, lucrative promotions, sales performance incentive funds (SPIFs), and an innovative investment-matching marketing development fund (MDF) program.

Playing at the Top
Partners achieving Nextiva’s top-tier Platinum Premier status unlock an exclusive set of enhanced benefits, including dedicated field-based channel managers, free access to CoNEXtion marketing automation managers, special Platinum-only promotions, and increased MDF.

These partner enablement resources are available across three distinct levels of partnership: Authorized, Gold Certified, and Platinum Premier. Nextiva’s top-tier Platinum Premier partners unlock select benefits, including regional channel sales and field marketing managers, dedicated MDF, enhanced CoNEXtion campaigns, new certification opportunities, added incentive programs, and more.
NeXus is the newest addition to Nextiva’s commitment to the channel, complete with an elite Achievers Club. Each year, the winners are honored with a luxury vacation. In 2021, ten Nextiva partners will embark on the 4th Achievers Club trip to Cabo, Mexico. Previous trips have included Curacao and St. Lucia.

Welcome Nextiva’s New Channel Leadership Team

Eric Martorano
Eric Roach
Hank Humphreys
Cathryn Valladares

Leading the charge is our new Chief Revenue Officer, long-time Microsoft senior executive Eric Martorano, who also served as an executive at Intermedia and Accordo Group. Now, with our channel growth and expansion, we’ve brought on two new Vice Presidents and promoted a third reporting to Eric.
“Over the years Nextiva has seen incredible channel growth by delivering innovative products that are useful and easy to use, a secure and reliable network, and amazing service to its partner community and their customers,” said Eric Martorano. “To continue this growth trajectory, Nextiva is making its most significant channel investments to date with the launch of our new partner program NeXus, the addition of three top industry executives to our channel leadership team, as well as new channel resources and programs.”
Eric Roach, former Microsoft sales leader and executive at Accordo Group and Intermedia, was appointed as Nextiva’s VP of Channel Development.
“If my 20+ years of experience has taught me anything, it’s that a healthy, profitable channel ecosystem is not just important, it is a critical lifeline to sustainable sales growth and a successful go-to-market strategy,” said Eric Roach. “The investment that Nextiva is making in the channel is the next step to building upon and accelerating what the company has already been so successful in creating.”
Hank Humphreys, former Global Channel Chief at Dropbox and channel leader at Google, is Nextiva’s new VP of Revenue Strategy and Operations.
Hank said, “We aim to ensure a frictionless, highly profitable program for our partners. My team and I are focused on delivering the materials and support our valued partners need in order to excel in the market. I look forward to celebrating our mutual success in the coming years.”
Cathryn Valladares has been promoted to VP of Enterprise Solutions. Her newly established Enterprise Solutions Team works in close partnership with Nextiva partners to strategically position and demonstrate the advantages of Nextiva’s connected communications solution for enterprise customers.
“Throughout my tenure at Nextiva one thing is for sure: Nextiva is more committed than ever to the success of our channel,” Cathryn commented. “Nextiva has always remained true to their desire to provide the best. From our newer products to the NeXus program, stellar leaders, and our Enterprise Solutions team, there is no doubt that Nextiva is all-in. These advancements are a true testament of our commitment to take it to the next level.”
Together, these new leaders join our dedicated channel team that has been highly focused on advancing Nextiva’s continued aggressive growth in the channel.
Reporting to these leaders and others serving the channel are Nextiva’s regional channel sales managers, partner account managers, a channel marketing team which includes field marketing, solutions engineers, enterprise architects, and dedicated pre- and post-sales channel support specialists.
“The channel has proven itself to be powerful partners in building sales momentum and delivering the best possible customer experience,” explains Martorano. “These are but the first of many significant investments Nextiva will be making in the channel community as part of our commitment to customer success!”
Want to become a Nextiva channel partner? Check out the Nextiva Channel Partners page to learn more.

ABOUT THE AUTHOR

Gaetano DiNardi

Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

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Have you switched from a traditional phone system to Voice over Internet Protocol (VoIP)? You should know about how VoIP phones work during power outages.
While VoIP systems tend to be much more reliable than a traditional landlines, there’s still a risk of downtime because the entire network is on the internet. Lose that internet connection, and you lose your business phone service.
Power failures happen when you least expect them. The best way to keep your phone service working through interruptions is to plan for them.
When you’re running a business, power failures can cause you to miss customer calls, sales meetings, and even conference calls. It’s never a good look — but don’t despair.
Preparation is your best defense. There are countermeasures we’ll cover in this guide. Plus, we’ll show you a few ways to keep the calls online during a VoIP power outage.

Four ways to deal with a VoIP power outage:

Just stepped into the office to find your entire business phone system down? Here’s what to do so you can get up and running quickly.

1) Confirm you have a power outage.

Power outages are surprising because they are rare. If only one room or certain appliances like your VoIP phone or computer won’t power on, you should check your electrical service panel. You might have tripped a circuit for using too much power. Flipping the circuit breaker to “ON” should fix it.
Another quick way to see if a power outage is affecting just you or your neighbors is to check for Wi-Fi. Open up your smartphone’s wireless network settings. If you see almost no available Wi-Fi networks to choose, there’s a good chance that your neighborhood has lost power.
Check outside if there is poor weather. During severe weather or high electrical demand (summertime), power fluctuations and outages are frequent.
Lastly, use your cell phone to check your local power company’s website to see if they posted about a power outage or downed power lines. In most cases, cell towers can still provide data and voice service when the power goes out.
Related Post: 10 VoIP Problems: How to Fix Them Forever

2) Connect to a backup battery power supply.

A short-term solution is to connect your phone system to a backup power source, such as an uninterruptible power supply (UPS) that you might have.
To restore connectivity, provide power to your internet equipment. That is, you need to connect your modem, router, switch, and VoIP phone into the UPS, so they turn on. A UPS is a battery backup that powers devices for a finite period until the power company restores electrical service.
This solution will only work if your internet provider is unaffected by the power outage. For instance, a downed power pole could impact thousands of cable internet subscribers at once.
The typical uninterruptible power supply can keep a VoIP phone system online for approximately six hours. If the power outage lasts longer than that, there’s more you can do.

3) Switch to your VoIP smartphone app. 

One of the attractive benefits of a VoIP phone system is that you can take calls anywhere. You don’t even need your building’s internet connection. Your phone probably has enough battery life remaining to answer any business calls you might get during an outage.
Plus, battery packs for cell phones are relatively common these days. A full battery could last you a full recharge even with heavy usage. Just grab your extra battery and plug it in.
Nextiva offers a free business phone app for users to complement their phone service. After you download it, sign in, and you can begin taking calls in minutes.

4) Divert incoming calls to voicemail.

If you’re not able to take calls on your iPhone or Android, no problem. Incoming callers can still leave a message on your voicemail. Unlike a traditional landline, voicemail is handled entirely by the VoIP service provider, even when you lose power.
You can also receive voicemail messages in your email if you have voicemail to email set up. This nifty feature lets you listen to them, forward to a colleague, or respond when your power is back.

How to prevent future VoIP outages:

While you can’t rule out the odds of a power outage, you can set up some redundancies to keep your VoIP phone system online. The best part is it’s easy!
When you follow these four steps, your business communication won’t be totally in the dark during a power outage.

1) Choose a reliable VoIP provider.

It’s a fact that some phone system disruptions happen with phone providers. Do your research into a provider’s actual track record for reliability and the ways they uphold it.
Nextiva offers uptime 99.999% system uptime. We’ve invested millions into creating and maintaining a reliable business calling network trusted by over 80,000 companies. All of our data centers are resilient with off-grid power redundancy along with automatic failover, so calls keep flowing uninterrupted.
A quick check on social media will often uncover the truth about a provider’s uptime based on user feedback.
Related Post: Is VoIP Reliable? Nine Tips To Know Before You Switch

2) Set up automatic call forwarding when unavailable.

One way to insulate your defense against a power or internet outage is to forward calls if your VoIP phone is unavailable.
See, VoIP phones stay in continuous contact with a VoIP provider. The phone provider knows when your desk phone or computer is unreachable.
You can activate automatic call forwarding to another phone — such as your cell phone — so you can answer incoming calls no matter what.
This particular feature is named Call Forward When Unreachable. Follow that link to see how to set it up in Nextiva. Once you set this up, you can forget changing it unless you want to.
If you have a working SIP device like a desk phone or a business phone app, inbound calls will be directed there. When the power goes out, your cell phone will ring like any other phone call.

3) Divert calls to another business location.

For some companies, they can’t wait out a power outage. If your office needs to take inbound calls like a call center, you have to act fast, so calls don’t drop.
If your company has multiple locations, you can direct all calls to another office. This quick fix is common among call centers when they have poor weather and need to route all calls to another offsite team.
Let’s say your office in Miami has a power outage. You can configure your phone system to divert calls to your San Antonio office. It’s a good idea for systems administrators to get familiar with how to reroute incoming calls to a different location. Make this a part of your business continuity practice for even more confidence.
Make sure your telephone service provider has the features you’ll need to do this. Traditional phone systems require extensive configuration and terminal-level access. With Nextiva, you just let us know you want to activate location forwarding, and we get it done.

4) Have a backup Internet Service Provider (ISP).

In addition to power outages, you might need a backup WAN provider. Voice over IP only needs a low-latency connection to the internet, so any type of broadband connection will work. You don’t necessarily need another cable or DSL bill, either.
It’s possible to go with a high-speed wireless internet provider as a backup. With 4G LTE technology, you can use a cellular provider as a backup ISP for your office. All you’ll need is an LTE modem, and you can switch it on during an outage to restore internet connectivity.
And, it’s not just you. Around 64% of U.S. adults said they couldn’t be without Wi-Fi for more than a day!

Chart showing top pain points during a VoIP power outage.
Source: APC

For a small office that needs internet and phone service no matter what, this backup provider is very cost-effective.

VoIP power outages don’t have to disrupt your phone calls. 

It can be a bit unsettling when you lose power. When your office loses power, you can:

  • Wait it out. Some power interruptions are resolved within a few minutes without further action.
  • Use a VoIP smartphone app. Some VoIP providers include a mobile app for placing and receiving calls. Many cellular services stay online during a power outage.
  • Forward calls to your cell phone. If you have a working cell phone, you can route calls to a different phone number.
  • Direct calls to your voicemail. Instead of a busy signal, you can direct callers to a voicemail box so you can return their call later.
  • Set up an uninterruptible power supply. These are more than big power strips. They provide hours of power for your networking equipment, including your phone.

You get more than a high VoIP uptime with Nextiva.

A VoIP power outage isn’t just frustrating. Regardless of whether you’re a small business or running a large scale call center, being knocked offline is a big deal.
Nextiva’s VoIP phone system has plenty of capability to keep your team working. Look beyond 99.999% uptime to real-world support team availability you can count on.
Amazing Service means you can get help from a friendly and knowledgeable VoIP expert 24/7. Once you tell us about what’s happening, we can suggest a quick fix for you. You’ve got your business communications covered with Nextiva, and we have your back — even during a power outage.

ABOUT THE AUTHOR

Joe Manna

Joe Manna was a senior content marketing manager at Nextiva. He blends his marketing acumen and deep technical background to improve people's lives with technology. His expertise helps companies large and small serve more customers. He enjoys a rich iced latte and a non-fiction business book when he's not pressing words.

Posts from this author

The rise of remote work has brought with it communications challenges for many workplaces. As many employees now work from home, IT leaders are revisiting their phone system, which also includes its underlying VoIP architecture.
Upgrading your phone system is no small feat. There are a few different ways to provide reliable connectivity for employees while keeping costs in check.
In this guide, we’ll give you a straightforward approach to planning out a scalable VoIP network for your company. Plus, we’ll include nifty VoIP network diagrams to show you how it all works.
You’ll be able to tackle your virtual phone system and empower your employees with tools and best practices that will take their work to the next level.
Let’s jump right in!

Introduction to VoIP architecture

VoIP architecture is a network topology that supports real-time audio with an internet connection.
You might already be familiar with how VoIP works. To recap, Voice over Internet Protocol (VoIP) converts audio signals into digital ones and transmits them over the internet.
VoIP has been around for many years, with varying degrees of complexity and performance. VoIP is now the gold standard to provide staff with reliable business communications.
Not all VoIP phone systems are equal. A lot depends on the underlying VoIP architecture that powers them.
Let’s lift the hood to get a look at some essential components of a VoIP network.

VoIP architecture components

Session Border Controller (SBC): Connects to analog call services with digital voice calls, call records, and provides bandwidth management control. Also, they regulate the flow and balancing of network traffic to maintain superior performance. Behind this VoIP gateway is access to the Public Switched Telephone Network (PSTN).

Media server: Enables features like voicemail and video calling, as well as voice to email, interactive voice response (IVR), and voice-based dialing. These provide useful functions like call recording, call queue messages, and more. These media gateways can handles hundreds, even thousands, of SIP calls at once.
Application server: Enables call forwarding, call waiting, call transfer, phone service to the IP network, and call detail records. These are essential to provide users with core telephony features.
Database services: Stores the registration details for all SIP devices, which locates an endpoint and translates addresses that are potentially different in various networks. These maintain call logs for all internet telephony activities.
SIP services: Session Initiation Protocol (SIP) takes care of connecting, disconnecting, and setting the parameters of call sessions. It acts as the foundation for modern voice, messaging, and video technologies.
IP PBX: An Internet Protocol (IP)-ready Private Branch Exchange (PBX) use to provide telephony within a company. It acts as the main control center for legacy phone systems. These rely on SIP trunking for voice service.
Endpoint devices: These are the VoIP phones or softphones (including smartphone apps) that receive VoIP phone service. Examples include desk phones, VoIP apps, conference phones, and even fax machines.
IP network: This allows the voice data packets to travel between endpoints over an Internet Protocol network to upstream services accessible via one or more IP addresses.
Codecs: For optimal call quality, codecs convert the analog signals to digital packets with different types of compression. G.722 is the standard for HD voice calls.

How VoIP works

Typical VoIP networking setup for a business.

Voice over Internet Protocol (VoIP) facilitates phone calls over the internet instead of a regular landline. Telephone service is made possible through the internet, as shown in the simple VoIP network diagram below.

Since VoIP converts analog calls into digital signals, it needs a stable network connection. You can go fully wireless if you have a strong Wi-Fi signal, but be aware it’s susceptible to interference.
Most IT leaders contend with designing the right VoIP architecture for their organization. A hefty list of requirements includes unlimited calling, flexible call forwarding, team conferencing, call routing, team collaboration, HD video, and more.
All that a reliable VoIP service provider requires is a high-speed WAN internet connection. From there, you have many options for your desk phones or VoIP phone apps.
VoIP is poised to meet the business needs of today’s offices. People no longer want to be tethered to a desk in the office. They need their phone service to follow them around wherever they work — even working from home.
Every successful VoIP implementation begins with a comprehensive plan. Here’s what you need to keep in mind.

Planning your VoIP architecture

Think about your company’s plans to grow. What is your firm’s timeline for expanding your offices and adding headcount? Prior estimates for voice communications might have changed drastically since 2020.
Knowing the needs of your organization helps you select the right VoIP architecture. Here are some specific questions to think about:

  • Where will your company be one year from now?
  • How many employees will you have?
  • What remote work tools do they use?
  • How much of your workforce will work remotely?
  • Which VoIP features are essential?

The answers to these questions will help you plan your business phone system to maximize your company’s efficiency and results.
But first, you need to take a closer look at your network bandwidth. As companies scale, their broadband requirements grow with them. Unlike traditional telecom, VoIP requires a reliable internet connection.
Related: Is VoIP Reliable? Nine Facts You Must Know

The importance of bandwidth

Different Types of VoIP Phone Networks

The amount of your network bandwidth affects your call quality. It’s the foundation of a scalable VoIP architecture.
VoIP calls need around 100 Kbps of bandwidth per call. Multiply this by the number of concurrent phone calls to get an idea of your bandwidth needs.
On top of that, keep in mind that other concurrent activities, such as video conferencing and file backups, require extra bandwidth too.
With high network utilization, VoIP calling will work, but voice quality may degrade or experience latency.
The secret to a successful VoIP architecture is a well-planned network architecture. You might have avoided the use of Quality of Service (QoS) before, but network prioritization can ensure all users have a great experience and no outages.
As more and more employees work remotely, you’ll discover that you have less control over residential broadband networks. Not to mention, employees often work from home with other family members who compete for bandwidth.
Encourage your staff to use wired connections (Ethernet) for their computers and perform network tests to verify its performance. They may need to disable SIP ALG in their routers for peak VoIP performance.
The bottom line for Voice over IP is that it’s less about speed — after all, VoIP only needs 0.1 Mbps — it’s all about stability.

Four different types of VoIP networks

There are a variety of VoIP networks you can select for providing voice calls using an internet connection. Your choice will depend on your existing setup and equipment, budget, IT staff, plans to grow, and more.
Keep reading to see our updated VoIP network diagrams. They’ll help you visualize different VoIP network configurations. A VoIP network diagram helps you understand your implementation and explain it to your team for a smooth rollout.

1) Business phone service

For most companies, Phone service in the cloud gives you a reliable and easy-to-use solution. There’s no hardware needed. Your VoIP provider handles the maintenance, upgrades, and support on their end. You provide the internet; the business phone provider does the rest.
It’s no surprise why this type of VoIP network is so popular. Each desk phone connects to your network switch. From there, the phones sync with the VoIP provider to download its configuration automatically.
Additionally, with cloud phone service, you can manage phone extensions easily. Users can extend their office availability with their iOS or Android smartphone. They can also manage features like voicemail, call forwarding, and team messaging on the go.

2) SIP trunking

SIP is short for Session Initiation Protocol, and it’s an application-layer control protocol for establishing, maintaining, and terminating calls between two or more people. SIP architecture includes clients and servers.
SIP trunking provides telephone service to on-premises phone systems such as PBXs. It transitions your existing PBX setup into an internet-powered telephone network and gives you access to affordable and infinitely scalable phone service. It also frees up your server room from bulky telecom hardware.
The advantage of SIP trunking is that you maintain your existing IP PBX and get the benefits of VoIP. The downside is that your phone service is still limited to the physical office.

3) First-generation VoIP

If your phone system is proprietary and you might be stuck with a first-generation VoIP phone system. Two decades ago, these emerged as an alternative to rising landline costs.
Despite using VoIP, these phone systems require highly specialized talent to manage as well as finding obsolete components. These PBXs may be trunked with SIP or PRI, but at the end of the day, you’re holding onto technology that doesn’t facilitate remote work.
Adding new lines and finding the right hardware is also expensive and takes time. These phone systems had their day, but the cost to maintain them outweighs its benefits.

4) Call centers

At the heart of a call center is a VoIP network designed to handle a high volume of inbound and outbound calls. You don’t have to be in the call center industry to use them. For instance, if you have a sales team or a customer support department, you likely need call center functionality.
Top features for call centers complement typical business phone service. Additional functionality includes call queueing, live monitoring, and dynamic call routing. In particular, they need to have fine-grained control over after hours handling, agent priority, holidays scheduling, and analytics.
Managers will want to access detailed call logs as well as call recording. Supervisors will want to add new agents, analyze call center metrics, and leverage advanced PBX features like silent monitoring.
IT leaders should carefully consider their commitment to creating and maintaining VoIP architecture on their own.

VoIP Phones: Maximize your VoIP architecture

Beyond the business phone service itself, you might want to consider the VoIP desk phones your company needs. Perhaps executives get a high-end phone, another for meeting rooms, and everyone else gets the same phone for consistency.
Audit your phone system usage, requirements, and nice-to-have features. Selecting the right combination of VoIP phones for your team will help everyone experience it to the fullest.
Related: Switch to VoIP and Spend 65% Less Than Landlines

VoIP network diagrams

VoIP has made it possible for companies to use their existing IP network to transfer voice and data. As broadband increases speed and reliability, businesses can depend on them for more services.
When it comes to planning, you’ll want to design a high-performance VoIP network. As the company adapts to different types of work, employees look to you for a robust communications system.
Here are a few VoIP network architecture examples. We also include a helpful VoIP network diagram that illustrates each network. These VoIP diagrams illustrate to others how your phone system is configured.

You can use these to map out your VoIP architecture based on your current office setup and growth plans.

Single office

VoIP network diagram for a single office.

For businesses that operate from one location, they will typically have one internet service provider that provides broadband connectivity. This connection could be cable internet, DSL, or fiber.
Each workstation should have at least one Ethernet network drop. The wiring should combine into a network switch. For a VoIP implementation, consider using a Power over Ethernet (PoE-enabled) switch. They provide 15-30W of electricity to power VoIP phones without impacting network connectivity.
Pro-Tip: Equip your network switches and routers with uninterruptible power so your phones can stay online even if the building loses power. For more info, we explain how to keep VoIP connected during a power outage.
Larger offices should opt for managed switches to take advantage of VLAN tagging, QoS optimization, and network management capabilities. But for most offices, any PoE switch from a reputable brand will work fine.
Instead of connecting the computer to the network drop, you would connect the VoIP phone to the network drop. Then connect the computer to the VoIP phone. This setup is also known as daisy-chaining or a pass-through network configuration. This approach eliminates the need for additional wiring, and with PoE, you won’t need any extra power adapters.

Multiple locations

VoIP network diagram for a multiple offices.

Companies with a bigger footprint with multiple locations will have to contend with different network demands at each office.
Within each office, your VoIP configuration would be similar. Connect your workstations to the phones, then the phones into the Ethernet drops. Then connect those into a network switch. VLAN tagging is ideal to limit some network congestion.
You might need to choose one or multiple internet providers to serve your offices with high-speed internet. As each location expands, fiber connectivity is preferred.
The most critical data point to track is your bandwidth utilization at each location. With streaming music, viral videos, and cloud communication apps, you’ll likely use more bandwidth than you expect.
The IT staff in each office should understand your VoIP architecture seen in each office. To do this, we recommend maintaining documentation. Train your IT team and on managing the phone system and educating staff on top FAQs about their voicemail, call forwarding, and setting up their business phone app.

Remote employees

VoIP network diagram for a single office.

For remote employees, you will be contending with a variety of residential broadband providers. Employees are bound to have different network equipment, so from an IT perspective, this adds more complexity.
Since hosted VoIP phone service works with any internet connection, employees can take their desk phones home. They will likely need a power adapter since most home-offices network devices aren’t PoE-enabled.
Many employees who work remotely might not need a physical desk phone. They can use a VoIP softphone app installed on their computer or even their smartphone. However, the same principles apply when it comes to maintaining network performance.
Some broadband gateways offer limited settings for additional configuration. These gateways will interrupt the voice packets causing delays or dropped calls. We recommend disabling SIP ALG within the router or gateway for optimal VoIP performance. Doing this from the start will help you prevent VoIP issues later.
Educate and remind your remote staff to limit competitive network activities like video streaming or having too many wireless devices connected.
Related: VoIP RFPs: The Complete Guide to Upgrading Your Phone System (+Free Templates)

VoIP best practices for peak performance

Finally, here are some useful approaches to keep in mind to make the most of your VoIP setup.

Opt for higher speed broadband providers. As a part of a robust VoIP architecture, you will want rock-solid network bandwidth. While phones only need 100 Kbps, you have many other cloud-connected devices that consume data. Aim for only using 80% of your allotted bandwidth.

Segment large networks with VLANs. After approximately 20 employees or so, we recommend you start implementing network prioritization efforts through QoS and Virtual LAN (VLAN) tagging. Doing so will minimize packet loss and keep your users happy. You’ll also improve your network security.

Prioritize network bandwidth for VoIP. Choose VoIP equipment that offers high performance for all types of traffic. On your router, set up Quality of Service (QoS) to prioritize voice traffic on the network over computers and other network traffic like YouTube. Perform several VoIP speed tests during the workday to see how VoIP would perform under real-world conditions.

Share one VoIP system between all offices. The best thing about a shared VoIP phone system for your company is the ability to manage and run it from a single platform. Employees can work remotely can collaborate seamlessly with team messaging and one-click conference calls. The best part is, every office can share the same phone number.

Cloud phone systems like Nextiva offer so much more than phone service. Look into its unified communications and collaboration features for higher productivity.

Three simple VoIP tips for your team

Your VoIP architecture is the foundation to get work done — not create more of it. It’s a good idea to arm your team with actionable tips to make the most of VoIP, especially if they work from home.

  • Use a wired connection instead of Wi-Fi. An Ethernet network connection will always provide more stable connectivity. If you must use Wi-Fi, use a faster 5 GHz band over the crowded 2.4 GHz band.
  • Stay connected with a VoIP app. use a VoIP app to make and receive telephone calls on a computer. It’s easy to use and gives access to features for remote workers. Nextiva’s VoIP app is available for Windows, Android, macOS, and iPhone.
  • Remain vigilant to security threats. While VoIP is secure, the security landscape continues to evolve. Educate your staff to recognize legitimate voicemail-to-email messages, so they don’t fall for scams. Add endpoint protection to your workstations to protect your team from malware risks.
Cloud Communications - Remote Teams

Don’t let an outdated VoIP architecture hold you back.

A successful VoIP architecture is the one that supports employees so they can work remotely and move their projects forward.
Modern IP telephony is more than voice. End-users expect HD video conferencing that looks and sounds great wherever they’re working. They don’t care for the minutia of VoIP technology or VoIP protocols. They just want it to work.
If you’re holding onto your on-premises PBX, consider the costs that come with it. Not just financially, but also the way it’s holding back your growth and taking your focus away from the work that matters.
With today’s VoIP networks, you can have a reliable cloud phone system for a fraction of the cost. With the always growing features for collaboration and remote connectivity, employees will be efficient and communicate better.
Manage every aspect of your phone system from the cloud and make changes in seconds. This way, you can support your company’s growth and plans.
Related: 17 Dos & Don’ts of Successful VoIP Setups

ABOUT THE AUTHOR

Julie Bai

Julie Bai was a product manager at Nextiva, UCaaS evangelist, no-bull communicator, and translator for people, dog lover, and mother to an adorably active boy.

Posts from this author

Does this sound familiar? Your organization wants a new phone system, but your purchasing process gets in the way. And all too often, you keep pushing off that upgrade.
Identifying and selecting vendors can become an elaborate process. You might need to put together an RFP or RFI to gather bids for your next VoIP phone system. It can be daunting, but it doesn’t have to be.
At Nextiva, we help companies of all sizes adopt business communication solutions. In doing so, we’ve seen our fair share of RFPs for all kinds of VoIP projects. Everything from typical desk phones to robust SIP trunks to inbound call centers.
To give you a head start, we’ve put together an extensive guide to help you navigate the VoIP purchasing process. Plus, we developed free templates you can download and use!
If you’re involved in the selection of a new phone system, you’ll enjoy our straightforward guide. No matter if you’re a purchasing agent, work in government, or gathering formal bids for VoIP, this guide is for you.


Download free RFI and RFP Templates for VoIP

To help you out, we’ve put together these free RFI and RFP templates. Download and use them to make your phone system upgrade a success.

VoIP RFI Template
Request for Information

VoIP RFP Template
Request for Proposal


What are VoIP RFPs and VoIP RFIs?

Organizations use two types of documents to assess potential vendors against their needs. The first is a Request for Information (RFI), which is used earlier in the buying process. The second is a Request for Proposal (RFP).
RFIs and RFPs each serve a unique purpose to empower stakeholders to make decisions. We’ll focus on how you can use these to identify and select the ideal VoIP system for your company.

VoIP Request for Information (RFI)

An RFI is a document used earlier in the buying process.
A customer lays out a high-level view of the issues they’re looking to solve. It lets potential providers describe how their service solves the problem. It serves as an opportunity for a vendor to understand the customer’s industry.
Some customers send RFIs to many possible providers to narrow down their picks to just a few. With those few, they then ask them to respond to an RFP.

VoIP Request for Proposal (RFP)

An RFP is a document interested providers fill out to pitch their solutions.
Customers craft an RFP document and request potential service providers to complete it. Organizations use RFPs to follow strict procurement processes or have many decision-makers. An RFP aims to surface answers about the procurement of any new vendors.

Overview of Voice over Internet Protocol (VoIP)

Diagram of how VoIP Phone Service Works

VoIP lets you make and receive calls over the internet. Calls can take place anywhere an internet connection is available, including over Wi-Fi. VoIP providers establish connectivity between parties using digital signals.
VoIP phone service is location-agnostic, unlike traditional copper landlines. VoIP exists in many forms for a company to consider. Solutions include business phone service, SIP Trunks for IP PBXs, virtual call centers, and more.
Voice over IP brings a company’s telephony into the digital era. It functions as a cloud PBX with many features and is more cost-effective than landlines.
On-premises PBX phone systems don’t offer the flexibility and unified messaging needed today. Today’s VoIP solutions offer unmatched performance compared to traditional landlines over the PSTN.

VoIP Request for Information (RFI)

When you need a VoIP RFI

Replacing your existing phone service takes a lot of thought, time, and effort. You need a VoIP RFI when you’re kicking off the exploratory process. If you don’t have much experience with the ins and outs of VoIP, you’ll gain a lot from a VoIP RFI.
An RFI allows you to ask a broad range of potential suppliers. It’s a great way to describe your communication needs. When you ask many questions, you’re interviewing long-term partners. Pricing aside, it lets you confirm their solutions will meet your needs.
Answers from prospective vendors will give you an idea of the market and help you shorten the list.
Ideally, the RFI can also help identify which companies can meet your requirements. It lets them differentiate themselves in providing unified communications services.
Related: Installation Checklist: 12 Steps To Install a VoIP Phone System (+Project Plan) What to include in a VoIP RFI When a company crafts an RFI to explore the VoIP services available, there is a lot to consider.

The exact format of an RFI will vary depending on the size and scope of a project. Common elements found in a VoIP telephone system RFI, include:

  • Company information like size, areas of operation, and competitors
  • Pricing models (monthly subscription, annual subscription, paid in advance or arrears, methods of payment)
  • Hours of operation and support availability
  • A list of features that have caught your interest: auto-attendant, group paging, intercom capabilities, conference calls Softphones, or mobile apps
  • Call center or contact center functionality
  • Issues that you are looking to resolve by changing providers
  • Desired contract terms and requirements
  • Compliance requirements (HIPAA, PCI, CCPA, etc.)
  • Other conditions like infrastructure needs including cabling and maintenance that might be required Questions or requirements for implementation, deployment, and training
  • Any questions you have about VoIP, incoming calls, call routing, porting of phone numbers
  • Specific requirements for your voicemail system, expected volumes, the ability to transfer voicemail Outbound calling requirements estimated local, long-distance, and international needs, automated attendants, receptionist software, caller ID questions, or direct inward dialing (DID).

The nature of these inquiries should be open-ended to allow prospective providers to distinguish themselves. How to structure a VoIP RFI It’s important to format a VoIP RFI in such a way that it’s easy to complete. A PDF might make for a prettier RFI, but it will be more challenging to answer your questions in-line.
We recommend using a word processor format like Microsoft Word or a read-only Google Doc. This format lets prospective providers copy or download it to provide answers. Consistent formatting helps streamline the review of an RFI. You can add commentary, highlighting significant passages, and share with others.
An RFI should include many open-ended questions to allow a provider to answer at length. Who should be involved in your VoIP RFI You should involve anyone that will be involved in the deployment of your new telephone system. In particular, you need to involve your IT team. If you have a tech partner that works with your company routinely, you should involve them as well.
For instance, systems administrators may want VoIP to integrate with the existing hardware. They’re often focused on behind the scenes, not necessarily the aesthetics.
These groups can provide you with input about when it comes to implementing a new system. IT will examine potential solutions with many different lenses.
To avoid your project from going sideways, establish clear roles decision-making. A project sponsor, usually an executive like the Director of IT or a CIO, sets the plan in motion.
A project coordinator might organize available resources. The coordinator should gather technical requirements from stakeholders and draft the RFP. The executive sponsor should review the information requested in the RFI and sign-off. VoIP Request for Proposal (RFP) When you need a VoIP RFP An RFP happens later in the selection process. You’re now at the proposal stage.
At this point, you should have solidified your requirements for a VoIP phone system. You should have narrowed down your list to a few major contenders.
The RFP lets you firm up your needs and preferences into a comprehensive document. RFPs put the onus on the provider to ensure that they meet your needs. In most cases, this is the last step before making a final decision.
Keep in mind that RFPs are text-based. It’s a tool that’s used to choose between providers, and many decision-makers need to weigh in on the product. Your team should be able to rely on the documents alone to base their decisions.
This process can be cumbersome if you’re operating a small business. It may be more efficient to schedule demos, free trials, or proof of concepts with VoIP providers. No formal RFP response will provide the same context as seeing a solution live or using it yourself.
Some companies adopt Request for Quote (RFQ) as a step after the proposal. At Nextiva, we include the quote as an attachment with our RFP submittal. What to include in a VoIP RFP An RFP for a new phone system should cover a lot of ground for describing how a vendor will meet your needs. It should be exhaustive and leave nothing up to interpretation.


Depending on the needs of the business, you can deviate from standard VoIP RFP topics.

Many of the RFPs that Nextiva has responded to adopt the following criteria:

  • RFP schedule: A timeline provides you with a method of weeding out providers that can’t meet your timetable.
  • Make sure you schedule a time for a Q&A session where providers can get clarification on the RFP process.
  • Evaluation criteria: Every RFP takes time from a VoIP provider to fill out and prepare. Providing clear evaluation criteria ensures the providers that submit your RFP believe that you will pick them.
  • Information about you: Include details about your organization, such as history, values, and current technologies used. Knowing this helps potential VoIP vendors design the ideal solution.
  • Be sure to mention any industry compliance or regulations that apply.
  • Required licenses and hardware: How many end-users do you have that will need to place and receive calls? How many will need a desk phone? Do you need cordless handsets? Meeting rooms? Include details about the broadband provider used at each location.
  • Additionally, cover hardware needs like speakerphones and Power over Ethernet (PoE).
  • Requested features: This can be a bulleted list of features that you need, that you would prefer to have, and that would be nice to have. You may want to round up your IT team to reach a consensus on these VoIP features.
  • Proposal submission methods: Describe how you wish to receive RFP submissions. Many RFPs can be submitted via email or utilizing a Dropbox or a Google Drive link. Some industries need vendors to send submissions via paper or through the mail.
  • Scope of work: A proper VoIP implementation is more than technology. Gather details around the onboarding, training, and routine support. This allows RFP respondents the opportunity to describe what’s included. This also outlines the time to migrate and how it affects the total cost of the proposed solution. Examples include remote installation, on-site installation, live training, etc.

How to structure a VoIP RFP

Structuring an RFP sounds complicated at first, but once you dig into it, it’s a breeze. Don’t lose sight of the fact that people need to read the document in its entirety to understand your needs.

VoIP RFP Outline

  1. Introduction
  2. Scope of Work
  3. Activities and Services Solicited
  4. Eligible Proposers
  5. Criteria for Evaluation of Proposals
  6. General Instructions
  7. Vendor Overview Security, Uptime, and Redundancy
  8. Technical Checklist
  9. Required Attachments

An RFP should be structured in an organized and consistent way. Doing so enables you to compare responses against each other when they come through. Begin with the relevant information about your organization and its needs.

Include the series of questions for the VoIP provider. Let them provide contact information for a point person who will submit the finalized RFP to you.

Provide any legal or contractual requirements that apply. Examples include outage response processes, Service Level Agreements, and terms of service.

Finally, enter your checklist of requirements. Allow the potential cloud phone system provider to respond to each item. This gives you an in-line description of each in the provider’s words. They should articulate how they can support those features in a compelling way.
Sometimes things change after you’ve sent out the initial RFP request. If you need to change any attributes of your request, you can send out an addendum to follow up on your RFP.
Pro Tip: We’ve included free templates that you can use in the creation of your RFP. It’ll save you a lot of time. Who should be involved in your VoIP RFP You’ll want to work with the team that helped you with RFI. After all, RFP is the next stage after RFI. This is where the rubber meets the road in the VoIP phone system selection.
You may want to broaden the stakeholders to include some rank-and-file members. Their insight from the field will help add context not seen by others.
Decision-makers should have a say in the payment terms. Training experts dig deep into the internal deployment surrounding the product. Enlist the help from legal to review any contractual terms or regulatory requirements.
Ask your partners to offer insight into the other technologies currently used. They may have line-of-sight into risks and opportunities that you haven’t considered.

Flowchart showing the key steps of the RFP process
Key stages and milestones of the RFP process. (Lucidchart)

Three tips to make the VoIP vendor selection process go smoothly

We’ve seen what works in successful phone system projects as well as a few misses along the way. Here are a few tips to improve your outcomes:

  1. Follow up with short conversations with each vendor. Talk with them about your needs and what they can offer you. Schedule a demo or two to understand their solution and how it might work for you.
  2. Create a robust RFP document. A comprehensive VoIP RFP helps you avoid surprises later. The selection process is made clear within the RFP. Spend a healthy amount of time to make it actionable and specific to your organization.
  3. Aim for a long-term partnership. Look for a provider who has a proven record of reliability and customer satisfaction. The last thing you’d want is to have to switch providers a year or two later. Forecast your needs and describe them in your RFI and RFP.

Better communication is within your reach

Statistic: 59% of professionals use at least three devices at work.

It’s always a good idea to keep your finger on the pulse of your technology needs.
The communication demands today are entirely different from five years ago — let alone 20 years ago. Two-thirds of organizations have experienced a communications crisis in the last year. (It’s not only you!) And employees use three devices on average to complete their work.

The pivot toward remote work underscores the importance of a cloud phone system. If your current phone system no longer helps you achieve your goals, it costs you more not to upgrade.
The VoIP RFI and RFP process balances cost, feature, and fit for every mature organization. It’s a great tool to get an idea of the VoIP marketplace and select the right vendor.
Best of luck and keep your standards high.

ABOUT THE AUTHOR

Jeremiah Zerby

Jeremiah Zerby is a marketing specialist at Nextiva. He spent three years on the front lines of technical support, troubleshooting internet and VoIP topics. He moved forward into the technical writing and content creation space. He’s helped set up hundreds of businesses and advised thousands of people with their cloud communications.

Posts from this author

The Top 80 CIOs You Should Be Inspired By

May 26, 2020 25 min read

Jeremy Boudinet

Jeremy Boudinet

Chief Information Officer (CIO) is one of the most critical roles in modern business. Some 60% of CIOs have frequent access to the main boardroom. Typically, CIOs report to the CEO and are responsible for all IT operations within a company.
CIOs are essential leaders in today’s tech-driven business world. They handle everything from vendor procurement to software projects, including IT strategy. Not to mention, they also guide and mentor IT professionals throughout their organizations.
The best CIOs make their company scalable, secure, and proficient with technology. They run the technology systems that keep the lights on and set the company up for massive growth.

What are the responsibilities of a CIO? 

CIOs have a ever growing number of responsibilities. As the role of information technology rises, CIOs shoulder more responsibilities.
These business leaders are responsible for overseeing all information technology an organization uses. The role of the CIO oversees many areas, including the IT budget, data security, and leading their IT staff.
Besides elite technical chops, CIOs need strong business acumen as well. They need to understand how to operationalize their business best and map their IT strategy to business outcomes.

Related: What Is a Contact Center? Definition, Features, and Uses

Meet the Top 80 CIOs (A to Z)

Looking for inspiration on how you can become a CIO (or a more effective one)?
Meet 80 CIOs who are excelling in their field.
We’ve found the best and brightest CIOs working at today’s most innovative companies. The top CIOs range from e-commerce pros to award-winning consumer heavyweights.
In this alphabetical list of CIOs by company name, you will find experts in their industry. You should keep them on your radar and follow them in 2020 and beyond.

1. Bertrand Leroux of Activision Blizzard

Bertrand Leroux

A veteran of the video gaming and entertainment industry, Bertrand is a seasoned leader in all things IT. As SVP and Global Chief Information Officer at Activision Blizzard, he leads technology innovation and digital transformation. He delivers scalable technologies that support the business strategy.

Social media: LinkedIn

2. Cynthia Stoddard of Adobe

Cindy Stoddard

Cindy Stoddard brings 25 years of leadership experience to her role as SVP and Chief Information Officer at Adobe. Some of Cindy’s top achievements at Adobe include scaling IT platforms to support revenue growth from $4.5B revenue in 2013 to $7.5B in 2018. Follow her on Twitter and LinkedIn to connect with one of the top CIOs in one of the world’s top tech companies.

Social media: Twitter | LinkedIn

3. Brennan Sullivan of Allscripts

Brennan Sullivan has spent the last 15 years serving as SVP and CIO for AllScripts, helping scale one of the most successful healthcare IT partners in the United States. A graduate of James Madison University, Brennan is based out of Atlanta, Georgia. Connect with him on LinkedIn.

Social media: LinkedIn

4. Stephen Schmidt of Amazon

Stephen Schmidt

As Vice President of Security Engineer and Chief Information Security Officer at Amazon, Stephen Schmidt oversees IT security for arguably the most famously secure tech company on the planet. A must-follow for anyone interested in IT security.

Social media: Twitter | LinkedIn

5. Jay Kerley of Applied Materials

Jay Kerley

As the CIO for Applied Materials, Jay Kerley runs IT, business transformation, advanced analytics, machine learning, and cybersecurity programs. Applied Materials is a $16B global high technology leader.

Social media: LinkedIn

6. Mark Ohlund of Armada

Mark Ohlund

As the Chief Information Officer and Senior Vice-President Information Technology for Armada, Mark Ohlund helps support Armada’s supply chain strategy. He improves business efficiency via analytics, integration, and automation. A graduate of the prestigious Carnegie-Mellon University Tepper School of Business, Mark is one of the top IT leaders in Pittsburgh and worth a follow on LinkedIn.

Social media: LinkedIn

7. Jon Summers of AT&T

Jon Summers

Stanford University graduate Jon Summers has spent the last four years serving as Chief Information Officer for AT&T, the most dominant telecommunications company on the planet. Over his 30 year career, Jon has held a variety of positions at AT&T, including Technology and Product Development, Marketing, and Operations.

Social media: LinkedIn

8. Prakash Kota of Autodesk

Prakash Kota

Prakash Kota has been the CIO of Autodesk for the last 2.5 years, overseeing the company’s global information and technology organization. His team manages critical technology systems supporting the company’s worldwide enterprise applications and infrastructure. Follow Prakash on LinkedIn to learn from one of Silicon Valley’s brightest CIOs.

Social media: LinkedIn

9. Vipul Nagrath of ADP

Vipul Nagrath

Vipul Nagrath is the Global Chief Information Officer for one of the tech industry’s most respected companies, Automatic Data Processing (ADP). Before working at ADP, Vipul served as CIO at Bloomberg for 3.5 years, making him one of the most accomplished and respected CIOs in Gotham. Follow Vipul on LinkedIn.

Social media: LinkedIn

Related: IT Director Interview Questions & Answers To Get Hired

10. Terry Williams of Belcan

Terry Williams

As Vice President of Technology Solutions and Chief Information Officer (CIO), Terry Williams is responsible for leading Belcan’s strategic and operational information technology initiatives, global cybersecurity, and the evaluation and deployment of current and future technology platforms used throughout Belcan. Terry oversees both domestic and global technology-related investments required to enable and streamline ongoing business functions. Follow Terry on LinkedIn for his insights on serving as the CIO for one of Ohio’s top companies.

Social media: LinkedIn

11. Claire Rutkowski of Bentley Systems

Claire Rutkowski

Claire Rutkowski has spent the last six years serving as CIO for Bentley Systems and previously MWH Global. Named one of the Top 50 Women in Construction, Claire is passionate about delivering IT solutions with laser-like execution. Follow Claire on LinkedIn to get her perspective on being a female leader in two male-dominated industries — tech and construction.

Social media: LinkedIn

12. Ed Russell of Blackboard

Ed Russell

Ed Russell’s accomplished IT career includes leadership stints at AOL, Winstar, Sprint, and Blackboard, where he currently serves as Chief Information Officer. A graduate of Liberty University, Ed Russell is experienced in delivering large-scale projects on time and within budget. Such projects include supporting both domestic and international call centers, and delivering cost savings to business units without sacrificing quality or functionality. Follow Ed on LinkedIn.

Social media: LinkedIn

13. Dorien Weijts of Blue Yonder

Dorian Weijts

As SVP & CIO at Blue Yonder (formerly JDA Software), Dorien Weijt helps lead IT and technology solutions for one of the biggest technology companies in Phoenix, Arizona. Dorien has built an impressive 15-year career at Blue Yonder, scaling the ranks to become the top IT leader within the company. Follow Dorien on LinkedIn.

Social media: LinkedIn

14. Scott Crowder of BMC

Scott Crowder

Scott Crowder has spent the last 6.5 years serving as SVP and CIO of BMC Software. Based in Houston, Texas, Crowder has built a career as an proven Chief Information Officer with three decades of experience who has founded and scaled engineering organizations. Follow Scott on LinkedIn to connect with one of the top CIOs in Texas.

Social media: Twitter | LinkedIn

15. Andy Nallappan of Broadcom

Andy Nallappan

A veteran of software behemoths such as Hewlett Packard and Avago, Andy now serves as Vice President and Chief Information Officer of Broadcom. The 18,000-person company operates 80 locations. Nallappan has built a reputation for disrupting the IT landscape with better and faster solutions, driving M&A, and reducing IT spend YoY towards 1% or lower of revenue.

Social media: LinkedIn

16. Dan Evans of Buffalo Bills

Dan Evans

Dan Evans has served as the Vice President of IT for the Buffalo Bills, Buffalo Sabres, and Pegula Sports Entertainment since September 1998. During his 20+ year track record with the Sabres and Bills, Evans has earned a reputation within the sports industry for being a forward-thinking IT leader with a track record of excellence in his field. Follow Dan on LinkedIn.

Social media: LinkedIn

17. Neil Kole of Cadence Design Systems

Neil Kole

Cadence Design Systems CIO Neil Kole has crafted a phenomenal reputation in Silicon Valley working for some of the leading tech companies over his 30-year career. Such organizations include Informatica, Xerox, Intuit, Symantec, IBM, and VMWare.

Social media: LinkedIn

18.  Savio Thattil of Capital One

Savio Thattil

As CIO of Commercial Banking Technology and SVP at Capital One, Savio Thattil oversees product/delivery management of large projects, customer management, solutions strategy, execution and delivery, process improvement and optimization, team building and staff development, system integrator selection/contract negotiations, and ISV partnerships. Before serving at Capital One, Savio was acting CIO of Sephora for over six years. Follow Savio on LinkedIn.

Social Media: LinkedIn

19. Bill Graff of Cerner

Bill Graff

As the CIO of Cerner, Bill Graff has expanded the infrastructure environment managed by his team from 10,000 square-feet of domestic data center space to more than 64,000 square feet. Graff has been named a Premier 100 IT Leader and currently oversees Cerner’s worldwide data center facility operations, traditional and cloud computing infrastructures, enterprise security, and their corporate applications portfolio.

Social media: Twitter | LinkedIn

20. Jacqueline Guichelaar of Cisco

Jacqueline Guichelaar

Jacqueline Guichelaar is the Group CIO of Cisco. She has held roles in Lloyds Bank, Deutsche Bank, National Australia Bank, IBM and CSC gaining experience across industries such as Financial Services, Utilities, Telecommunications, Media and Retail. Jacqui was also the Chair of the 2012 Women on Wall Street Conference. Follow her on LinkedIn and Twitter for more insights.

Social media: Twitter | LinkedIn

21. Rakesh Bhardwaj of Cognizant

Rakesh Bhardwaj

Rakesh Bhardwaj is the Senior Vice President and Global CIO of Cognizant, where he leads the IT organization. The 26-year-old company has a long list of technology acquisitions. Bhardwaj ensures that Cognizant remains at the forefront of innovation and empowers the organization to be flexible and resilient.

Social media: LinkedIn

22. Peter Jones of Commercial Metals Company

Peter Jones

Since 2015, Peter Jones has been the VP and Chief Information Officer at Commercial Metals Company. Based in Dallas, Texas, Peter has nearly three decades of IT leadership experience.

Social media: LinkedIn

23. Reza Morakabati of Commvault

Reza Morakabati

Commvault CIO Reza Morakabati is a high tech operations executive with experience in IT, sales, and professional services operations, organizational strategy, and process scalability and execution. In addition to serving at Commvault, Reza also serves as an Adjunct Professor at Babson College.

Social media: LinkedIn

24. Anne Mullins of Corning

Anne Mullins

Anne Mullins is the SVP of Chief Digital and Information Officer at Corning. Before that, Ann served as the CIO at Lockheed Martin. A graduate of Villanova University and George Washington University, Anne is based in Chevy Chase, Maryland. Follow her on LinkedIn for more insights.

Social media: LinkedIn

25. Atilla Tinic of DISH Network

Atilla Tinic

Dish Network CIO Atilla Tinic is a veteran of the technology industry, having served as CIO of DISH Network and Level 3 Communications. A graduate of the University of Denver, Atilla currently resides in Denver, Colorado. Follow him on LinkedIn for more information.

Social media: LinkedIn

26. Erich Windmuller of DXC Technology

Erich Windmuller

A graduate of Virginia Tech, Erich Windmuller is the CIO and Senior Vice President at DXC Technology. Windmuller’s experience includes over 15 years of service at IBM. His expertise covers executive management, both domestic and international, services and product sales, P&L, and much more.

Social media: LinkedIn

27. Carman Wenkoff of Dollar General

Carman Wenkoff

Dollar General EVP and CIO Carman Wenkoff is one of the foremost technology leaders in the Nashville area. In addition to his work at Dollar General, Wenkoff also holds leadership positions as the Vice Chair of the Nashville CIO Leadership Association and a Board Member of the Greater Nashville Technology Council.

Social media: LinkedIn

28. Rami Mazid of eBay

Rami Mazid

eBay CIO Rami Mazid has over 28 years of IT leadership experience, with a focus on building and supporting architecture, infrastructure, data centers, virtualization, information security, end-user services, communication and collaboration, global IT operations, disaster recovery, and business continuity. Follow him on LinkedIn.

Social media: LinkedIn

29. Richard Murr of Epicor Software

Rich Murr

Rich Murr has spent the last three years serving as CIO for Epicor, one of Austin, Texas’s foremost cloud software providers. A former Marine officer and guitar player in his spare time, Murr holds over 20 years of experience and has developed deep expertise in IT architecture, software development, operations, security, and data governance.

Social media: LinkedIn

30. Claes Cegrell of Ericsson

Claes Cegrell

Claes Cegreell is a true unicorn in business, having spent the entirety of his accomplished 29-year career at Ericsson, where he currently serves as VP and Chief Information Officer. Cegrell is responsible for the technology strategy, products/solutions, delivery, solution evolution, and emerging business towards T-Mobile US. Follow him on LinkedIn.

Social media: LinkedIn

31. Dan Abushanab of Esri

Dan Abushanab

Dan Abushanab is the first CIO at Esri, a position he has held for the last nine years. During this time, he has put the people, structure, processes, and technologies in place to help Esri become a more agile, web-enabled company. Follow Dan on Twitter and LinkedIn.

Social media: Twitter | LinkedIn

32. Atish Banerjea of Facebook

Atish Banerjea

Facebook CIO Atish Banerjea has had an incredible career, serving as CIO at Facebook, NBCUniversal, and Pearson. A graduate of Temple University, Atish currently oversees the global Information Technology function at Facebook. His team is responsible for building and running systems that will help scale Facebook globally enabling the company to continue making the world more open and connected. Follow Atish on LinkedIn.

Social media: LinkedIn

33. Ido Gileadi of Fidelity National Information (FIS)

Ido Gileadi

Fidelity National Information CIO Ido Gileadi has spent the last 6.5 years helping grow Fidelity into a national player in the financial technology world. Based in Jacksonville, Florida, Gileadi specializes in integration, vendor management, software development life cycle (SDLC), risk management, and enterprise architecture. Follow him on LinkedIn.

Social media: LinkedIn

34. Robert Blaskowsky of Fortive

Rob Blaskowsky

Over the last 20 years, Robert Blaskowsky has served as VP and CIO for five different high-growth tech companies, including Niku, Serena Software, Tektronix, Danaher, and his current role at Fortive. A graduate of the University of Washington, Blaskowsky is based in Portland, Oregon. Follow him on LinkedIn.

Social media: LinkedIn

35. Sean Tuley of Global Medical Response

Sean Tuley

A graduate of The Citadel and Duke University, Sean Tuley has spent the last 20 years building a decorated career as a CIO for Fortune 500 companies and IT services leader for Fortune 1000 companies. He is responsible for creating vision, strategy, and developing teams and culture. He’s accountable to deliver measurable results for the company to ensure it’s resilent in the face of industry and market changes. Follow him on LinkedIn.

Social media: LinkedIn

36. Ben Fried of Google

Ben Fried

Google CIO Ben Fried is in the midst of an incredible 12-year run serving as CIO for the most innovative technology company in the world. During his tenure at Google, Fried has led the company through over nine years of growth. He has spearheaded the company’s B2B growth using Google’s product engineering disciplines to build breakthrough solutions to Enterprise problems. Follow Ben on LinkedIn.

Social media: LinkedIn

37. Harvey Guindi of Health Network Laboratories

Harvey Guindi

Health Network Laboratories CIO Harvey Guindi has over 25+ years of strategic and operational experience in the Pharmaceutical, Biotech, and Healthcare industries (BioTech, Pharma, CRO, and Providers [Lab]); including infrastructure design and support, project management, helpdesk management, and software development. Harvey is a graduate of Cal State Fullerton and is based in Allentown, Pennsylvania. Follow him on LinkedIn.

Social media: LinkedIn

38. Marty Paslick of HCA

Marty Paslick

Marty Paslick has spent the last eight years as CIO for HCA, where he has lifted the company into the Fortune 100 and become a true leader in the healthcare services industry. Connect with Marty on LinkedIn.

Social media: LinkedIn

39. Tom Cody of Hibu

Tom Cody

Hibu CIO Tom Cody is a veteran IT leader whose prestigious career has included stints at Dun & Bradstreet, R.H. Donnelly, YellowPages, and now Hibu. At Hibu, Cody directly manages the teams that develop and support the systems and services that drive US business and the products that we offer to the marketplace. Follow him on LinkedIn.

Social media: LinkedIn

40. Fletcher Previn of IBM

Fletcher Previn

Fletcher Previn, CIO of IBM, has the unique distinction of serving in an IT leadership role for perhaps the #1 technology company (IBM) and #1 retail company (Walmart) for extended periods over the last 20 years. A graduate of Connecticut College, Fletcher is based in New York City, where he creates secure global IT at scale for 360,000+ IBM employees worldwide. Follow Fletcher on Twitter and LinkedIn.

Social media: Twitter | LinkedIn

41. Graeme Thompson of Informatica

Graeme Thompson

Informatica CIO Graeme Thompson is a veteran of elite Silicon Valley tech companies. Before his four-year run with Informatica, Graeme spent eight years as a Global IT leader at Oracle and two years as a CIO at Bea Systems. Follow Graeme on Twitter and LinkedIn.

Social media: Twitter | LinkedIn

42. Archana Deskus of Intel

Archie Deskus

Archana (Archie) Deskus is the SVP and CIO at Intel. Archie has charted an incredible twenty-year run as the CIO for some of the leading companies in the world, including HPE, Baker Hughes, Ingersoll Rand, and Timex. Follow Archie on LinkedIn and Twitter for her spectacular insights on leading IT for high-growth, innovative tech companies.

Social media: Twitter | LinkedIn

43. Atticus Tysen of Intuit

Atticus Tysen

Atticus Tysen has spent the last 18 years scaling the ranks at Intuit, helping build one of the largest and most respected technology companies in the world. His role is quite broad, encompassing IT, information security, and fraud prevention. A graduate of Stanford University, Atticus is a great follow on LinkedIn and Twitter.

Social media: Twitter | LinkedIn

44. John McGregor of Kronos

Since December 2018, John McGregor has served as the Chief Information Officer at Kronos, where he runs global IT and hosting operations. A graduate of Nova Southeastern University and Boston resident, McGregor has accrued many accomplishments over his 12 years with Kronos, including architecting, building, implementing and operating cloud hosting environments for multiple Kronos businesses; creating a web-based 360-degree view of customers accessible company-wide; building production data center; and implementing SOC security program and controls for hosted environments.

Social media: LinkedIn

45. Robert Hawthorne of Lam Research

Robert Hawthorne

During his last seven years as CIO for Jabil and now Lam Research, Robert Hawthorne has built a distinguished reputation as a forward-thinking IT leader adept at overseeing multi-billion dollar international business segments. Follow Robert on LinkedIn.

Social media: LinkedIn

46. Arthur Hu of Lenovo Group

Arthur Hu

Senior VP and Global CIO Arthur Hu has built a decorated career as an IT leader and consultant, first with McKinsey and now with the Lenovo Group in San Francisco. A graduate of Stanford University, Hu is responsible for leading the global IT team to deliver information services, business transformation, and digitalization for Lenovo Group across the entire value chain. Follow him on LinkedIn.

Social media: LinkedIn

47. J.P. Jones of Macerich

J.P. Jones

J.P. Jones has spent the last 18 years serving as the CIO at Macerich, an S&P 500 real estate giant based in Los Angeles, California. During his distinguished career with Macerich, J.P. has been responsible for hiring, training, developing, and leading a highly efficient IT team which includes functional, technical and support teams, with vast experience in managing large project and operating budgets. J.P. is also a graduate of the W.P. Carey School of Business at Arizona State University.

Social media: LinkedIn

48. Ananthan Thandri of Mentor Graphics

Ananthan Thandri

A graduate of St. Mary’s College, Ananthan Thandri has spent the last 13 years leading information technology at Mentor Graphics, a technology leader in electronic design automation (EDA). In addition to serving as SVP and Global CIO at Mentor, Ananthan serves on the customer advisory board for a couple of global technology companies and is an advisory board member of the University of Oregon Applied Information Management graduate program and Portland CIO advisory alliance.

Social media: LinkedIn

49. Bret Arsenault of Microsoft

Bret Arsenault

As CVP and CISO at Microsoft, Bret Arsenault has designed, implemented, and led the information security organization for a multinational, Fortune 50 technology company for over a decade. In addition to his role as CISO, Arsenault also serves as the Chairman of Microsoft’s Information Risk Management Council, convening teams from across the company that focuses on data protection and hosts Microsoft’s Security Council, a forum with enterprise customers that drives product direction and operational best practices. Bret is a great follow on LinkedIn – connect with him there.

Social media: LinkedIn

50. Ponna Arumugam of MicroStrategy

Ponna Arumugam

As the CIO & Executive Vice President, Customer Operations at MicroStrategy, Ponna Arumugam is responsible for cross-functional IT and business leadership at one of the leading information technology companies in the world. Before joining MicroStrategy, Ponna held IT leadership roles at distinguished companies such as HCL Technologies, CEB, and Symantec. Follow her on LinkedIn.

Social media: LinkedIn

51. Andy Flatt of National Healthcare Corporation

Andy Flatt

A graduate of Lipscomb University, B. Anderson (Andy) Flatt is the SVP and CIO at National Healthcare Corporation, one of the largest multinational healthcare corporations in the United States. Follow Andy on LinkedIn for great insights and commentary based on his 30+ years of IT leadership experience.

Social media: LinkedIn

52. Bill VanCuren of NCR

Bill Vancuren

NCR Corporation SVP and CIO Bill VanCuren boasts over 30 years of IT leadership experience and has spent the last 12 years serving as CIO at NCR Corporation based out of Atlanta, Georgia. In his current role, VanCuren is accountable for all IT infrastructure and business application management, managing a workforce of 1400+ associates globally, and an IT budget over $300M. Connect with Bill on LinkedIn.

Social media: LinkedIn

53. William H. Miller of NetApp

William Miller

NetApp Senior Vice President and Chief Information Officer William H. Miller holds nearly two decades of CIO experience, leading IT at prominent companies such as Harris Corporation, Broadcom, and now NetApp. Miller is a graduate of Loyola University of Maryland, the University of Virginia, and the University of Central Florida College of Business. Follow him on LinkedIn.

Social media: LinkedIn

54. Josh Lesavoy of Nextiva

Josh Lesavoy

Nextiva Chief Information Officer Josh Lesavoy was one of the very first hires at Nextiva and has helped the company grow into the largest privately-held business communications company in North America. At Nextiva, Lesavoy directs the company’s technology planning and investments, manages data center operations and all relationships with carriers and vendors. Josh also plays a key role in strategic planning and product development. Follow Josh on LinkedIn.

Social media: LinkedIn

55. Mark Sherwood of Nuance Communications

Mark Sherwood

Nuance Communications SVP and CIO Mark Sherwood serves as the leader of Nuance’s global IT organizations and operations, overseeing the company’s infrastructure operations, core data services, business systems, SaaS delivery, and information security. A veteran of other leading IT companies such as Symantec and Cisco, Sherwood brings over 25 years of IT leadership experience to his current role. Follow Mark on Twitter and LinkedIn.

Social media: Twitter | LinkedIn

56. Mark Kramer of PAC 12 Networks

Mark Kramer

Since 2012, PAC 12 Networks IT leader Mark Kramer has served as the VP Engineering and Technology for the PAC 12, leading its distributed team from startup to operational maturity. During his tenure with the PAC 12, Kramer has overseen digital platform development across Web, iOS, Android, Apple TV, Fire TV, and FAST services for 24/7 live and on-demand streaming content. He has also founded one of the largest data analytics programs in college sports. Mark is a must-follow on LinkedIn. Connect with him there.

Social media: LinkedIn

57. Hiroshi Sakakibara of Panasonic

Hiroshi Sakakibara

Panasonic CDO & CIO Hiroshi Sakakibara has built a distinguished career as a rare hybrid IT and sales leader for some of the world’s foremost tech companies. At Panasonic, Sakakibara spearheads digital transformation and modernizing the system infrastructure by amalgamating the power of IT with business at Panasonic. Follow Hiroshi on LinkedIn.

Social media: LinkedIn

58. Marc Chesley of Paradox

Marc Chesley

Marc Chesley is the Chief Operating Officer of a Paradox, which exists at the intersection of artificial intelligence and talent acquisition. As COO at Paradox, Marc has broad responsibility across the organization, including leading the product and engineering team, serving as general counsel, and helping to grow the company. Previously, Marc led technology for Infusionsoft, taking it from a startup to over $100mm in revenue. Follow Marc on LinkedIn and Twitter.

Social media: LinkedIn | Twitter

59. Steven Mayotte of Payomatic

Steven Mayotte

Payomatic Chief Information Officer Steven Mayotte has spent the last 5.5 years serving as the CIO for the high-growth financial technology company. During his time as CIO, Mayotte has helped the company scale to over $100M in revenue, 1000 employees, and 150+ retail locations in New York City.

Social media: LinkedIn

60. Steve Reese of Phoenix Suns

Steve Reese

Since 2013, Steve Reese has served as the Chief Information Officer for the Phoenix Suns NBA basketball organization. At the Suns, Reese oversees an IT team of eight employees, implements productivity measures that have resulted in organization-wide operational efficiency of over 30%, and formed the Suns’ first technology council. Follow Steve on Twitter and LinkedIn.

Social media: Twitter | LinkedIn

61. Paul Johnson of Poly

Paul Johnson

Poly CIO Paul Johnson is in the midst of an impressive run at the telecommunications leader. He aggressively drives an agenda of process globalization, IT velocity, portfolio management, and cost reduction for an IT organization of 240 employees with an annual budget of $75M. Also, Johnson leads the most critical global technology transformation projects as Poly continues on its four-year growth trajectory from $880M to $1.7B in revenue.

Social media: LinkedIn

62. Joe Drouin of PulteGroup

Joe Drouin

PulteGroup Chief Information Officer Joe Drouin has spent seven years serving as CIO for one of America’s largest homebuilding companies with operations in more than 40 markets across the country. As CIO, Drouin has led technology leadership efforts across the company, making it one of the most scalable homebuilding organizations in North America. Follow Joe on LinkedIn.

Social media: LinkedIn

63. Mary Gendron of Qualcomm

Mary Gendron

Qualcomm Sr. VP and CIO Mary Gendron boasts a dozen years of CIO experience at organizations such as Celestica, Hospira, and now Qualcomm. Before that, Gendron held executive leadership positions at The Nielsen Company, Motorola, and Bell Canada. Follow Gendron on LinkedIn for her insights on the world of technology leadership.

Social media: Twitter | LinkedIn

64. Chris Broe of Rolls Royce

Chris Broe

Rolls-Royce Group CIO Chris Broe started his career at Unilever, where he spent 30 years in CIO and IT leadership roles. At Rolls Royce, Broe specializes in improving performance through IT and digital innovation, supporting business change, and transforming IT teams and service providers to optimize performance and cost.

Social media: LinkedIn

65. Joann Olsovsky of Salesforce

Joann Olsovsky

Salesforce SVP and CIO Joann Olsovsky has spent the last two years leading Salesforce’s worldwide technology team. In her current role, Joann’s areas of focus include ensuring trust in the Salesforce brand, improving employee experience, creating operational excellence in technology operations, generating industry collaboration and partnerships, and positioning Salesforce on a global scale. Joann is based in Dallas, Texas. Connect with her on LinkedIn.

Social media: LinkedIn

66. Terry Halvorsen of Samsung Electronics

Terry Halvorsen

Terry Halvorsen has forged an incredible career lasting nearly 40 years. Before joining Samsung as the CIO and EVP of IT Mobile Samsung Electronics, Halvorsen served as the CIO for the United States Department of Defense. While there, he managed a $37B budget and established the strategic IT direction for the Department of Defense. Follow Terry on LinkedIn.

Social media: LinkedIn

67. Jay Upchurch of SAS

Jay Upchurch

Based in Chapel Hill, North Carolina, Jay Upchurch is the Chief Information Officer at SAS, the leader in business analytics software and services, and the largest independent vendor in the business intelligence market. As CIO, Upchurch has developed a proven track record of leveraging business and technical skills to align strategy, investment, and operations. Upchurch is a graduate of the University of North Carolina-Chapel Hill. Follow Jay on LinkedIn.

Social media: LinkedIn

68. Justin Skinner of SmileDirectClub

Justin Skinner

SmileDirectClub Chief Information Officer Justin Skinner leads one of the fastest-growing dental services companies in North America. Before joining SmileDirectClub, Skinner served in technology leadership roles at Adidas, Toms, and the Monterey Bay Aquarium. As CIO, Skinner oversees global transformation for SmileDirectClub’s 5000+ team members, serving over 750,000 members across the world.

Social media: LinkedIn

69. Chris Bedi of ServiceNow

Chris Bedi

During his five years as CIO at ServiceNow, Chris Bedi has helped the IT powerhouse continue to grow into one of the most respected technology companies in the world. Bedi is an innovative and profit-driven CIO with a proven track record of increasing margins, driving growth, and improving customer experience, having previously served as CIO at VeriSign and JDSU.

Social media: LinkedIn

70. Jeff Fields of Servpro Industries

Jeff Fields

Servpro Industries CIO Jeff Fields leads IT for the premier cleaning and restoration company in the world with over 1,700 franchises nationwide. A graduate of the University of Tennessee – Chattanooga, Fields is currently in his third CIO role, having spent previous stints as CIO at Magazines.com and SafeAuto. Connect with Jeff on LinkedIn.

Social media: LinkedIn

71. Rani Johnson of SolarWinds

Rani Johnson

Georgia Tech graduate Rani Johnson is the Senior Vice President and Chief Information Officer at SolarWinds, one of the leading environmental technology companies in the world. As CIO, Johnson has spent the last 3+ years driving technology and organizational efficiency across SolarWinds’s 2,000+ member workforce. Johnson is based in Austin, Texas, and you can connect with her on LinkedIn.

Social media: LinkedIn

72. Anne Rocco Pacione of St. John’s University

Anne Pacione

Anne Rocco Paccione has served as the CIO for St. John’s University since 2011. During her incredible run at SJU, Paccione has led numerous IT transformation projects, identifying and establishing strategic initiatives to elevate security and technology at the University, including the transformation of the Information Technology organization. Paccione has also established the University Information Security program. Follow Paccione on LinkedIn.

Social media: LinkedIn

73. Michael Ringman of TELUS

Michael Ringman

TELUS CIO Michael Ringman began his career as a bike mechanic, of all things. Since his humble origins, Ringman has risen to prominence as an IT leader for TeleTech and now TELUS. At TELUS, the University of Colorado – Boulder graduate integrated TELUS International’s Managed IT Services and added TELUS hosted contact center solutions to TELUS International. The total revenue produced by the new combined organization represents 10% of TELUS International’s current business portfolio. Follow Ringman on Twitter and LinkedIn.

Social media: Twitter | LinkedIn

74. Ellen Barker of Texas Instruments

Ellen Barker

Texas Instruments SVP and CIO Ellen Barker has spent her 35-year career improving the IT and organizational efficiency at the heralded IT giant. As the reigning CIO since 2014, Barker has helped the 23,000+ employees at Texas Instruments by improving IT strategy, management, acquisition integration, revenue recognition, and business process improvement. Follow the University of Dallas graduate on LinkedIn.

Social media: LinkedIn

75. Sharon Mandell of TIBCO

Sharon Mandell

TIBCO CIO Sharon Mandell boasts over 25 years of IT leadership. Over the course of her career, Mandell has developed a diverse array of experience, working with startups, medium organizations, and enterprises. Mandell has managed organizations with up to 550 people and $100M+ in operating/capital budgets. She is a graduate of the University of Chicago and currently resides in the San Francisco Bay area. Follow Mandell on LinkedIn and Twitter.

Social media: Twitter | LinkedIn

76. John Taylor of United Way

John Taylor

United Way’s John Taylor holds several leadership roles within the leading nonprofit, where he operates as SVP, Chief Information Officer, and Chief Technology Officer (CTO). Taylor has spent nearly three decades with the United Way, where he has played an integral role in helping streamline the company’s IT infrastructure and processes. Connect with Taylor on LinkedIn.

Social media: LinkedIn

77. David Belder of Verint Systems

David Belder

Verint VP and Chief Information & Security Officer David Belder oversees IT operations for Verint’s team of more than 8,500 professionals across 70 locations. Belder leads all aspects of IT and Cyber Security aspects in the Cyber Intelligence Solutions division including projects, infrastructure, applications, cybersecurity, planning strategy, and integration of mergers and acquisitions.

Social media: LinkedIn

78. Rajeev Chandrasekharan of Verizon

Rajeev Chandrasekharan

As the CIO of Verizon’s Small Business Team, Rajeev Chandrasekharan oversaw the launch of Verizon’s newly created business group, consolidating three previously independent entities under a single umbrella to support $4B in aggregate annual revenues. As CIO, Chandrasekharan oversees 500 employees and leads product innovation, process automation, and all shared services utilized by three other teams. Rajeev is based in New York City, New York.

Social media: LinkedIn

79. Bask Iyer of VMware

Bask Iyer

VMware CIO and Chief Digital Transformation Officer Bask Iyer is one of the most accomplished CIOs in tech, having served as CIO for major brands such as Dell, Juniper Networks, and Honeywell. At VMware, Iyer is the single point of accountability for company-wide, end-to-end operations, Information Technology, and systems, and tools. During his five years as CIO, Iyer has led cross-functional oversight and digitization of VMware’s operations capabilities in support of VMware’s growth to $20 billion. Follow Bask on Twitter and LinkedIn.

Social media: TwitterLinkedIn

80. Sheri Rhodes of Workday

Sheri Rhodes

Workday CIO Sheri Rhodes is a veteran IT leader who has spent her 20+ year career spearheading IT leadership and operations inside some of the world’s leading companies, including Workday, Western Union, Symantec, and Visa. A graduate of San Diego State University, Rhodes is based in San Roman, California. Follow Sheri on LinkedIn.

Social media: LinkedIn

2020: A jarring year for CIOs

No CIO had anticipated the winds of change that we’ve seen this year with COVID-19. It’s safe to say that CxOs across the world have adjusted plans for all possible contingencies.
Business leaders that have embraced cloud technology will speed up their timelines. Executives are shaking loose anything that stifles growth. It’s why cloud communication tools are a top priority.
One of the new technologies to embrace is the small business phone system for the winding road ahead.
Congratulations to these world-class CIOs for making our list. Follow them on social media to learn about how they advance their company’s use of technology.
To learn more about becoming an extraordinary CIO, check out our breakdown of the CIO Career Path on the Nextiva Blog.
Related: How to Prevent Business Failure [Next Level Podcast]

ABOUT THE AUTHOR

Jeremy Boudinet

Jeremy Boudinet was a senior brand manager at Nextiva, co-president at AA-ISP Phoenix, and a published writer for Time, Entrepreneur, Inc, The Daily Muse, and PopSugar. Today, he heads up growth for Ubiquitous, an influencer marketing agency. He has been giving the people what they want since '86. Connect with him to…

Posts from this author

10 Steps for Setting Up Your Business Phone System

May 13, 2020 5 min read

Jeremiah Zerby

Jeremiah Zerby

Forget about waiting for the phone company to set up your landline. In a matter of minutes, you can configure a multi-line virtual phone system for your business. The best part is all you need is an internet connection.
A business phone service like Nextiva is reliable, offers more than 40 business phone features, and is easy to use. Here are 10 distinct steps to installing and setting up a fully-featured Voice over Internet Protocol (VoIP) phone system.
The only hardware on-site will be desk phones if you want them. No private branch exchange (PBX system) to manage day in and day out!

  1. Log into your admin dashboard
  2. Set business hours
  3. Configure team extensions and voicemail
  4. Design call flows
  5. Enable advanced call routing and auto attendants
  6. Forward calls to toll-free and local numbers
  7. Turn on custom greetings and call recording
  8. Get team presence
  9. Install the Nextiva App
  10. Build a conference bridge

Don’t feel like reading? We put together a three-minute video on setting up your VoIP phone system in five simple steps:

1) Log into your admin dashboard

After signing up with a new service provider, you should first sign in to your administrator dashboard. Understand what phone system features are available to you. Identify questions you might want to ask your point of contact.
This portal is where you will build your team and manage your business lines. Thus, you should know who you want to be as a backup or primary administrator for the phone service.
Navigate the administrator and user portals to know how your team will interact with your virtual phone system.
Nextiva’s dashboard lays out numerous options at your fingertips. Manage your business number, caller ID settings, call forwarding, and more.

 2) Set business hours

Designing and implementing a schedule for your business hours and holidays might be a little time-consuming at first.
It’s certainly not the most glamorous job. But automated features for call forwarding and auto attendants run off these schedules. Design them early and save lots of time and effort in the future.
You won’t need to worry about handling phone lines over lunch or the holidays. Have the right message and call routing at the right time without even pushing a button.
Is the office closed on a holiday, but someone’s on-call in case of emergencies? Forward calls to their cell phone. Once their shift is over, you can change the cell number.

3) Configure team extensions and voicemail

Your VoIP system lets you define an extension for everyone and every feature. This can get confusing. This is where an organized system for extensions is helpful.
You can define the first digit by location. HQ is 1000s, Satellite Office is 2000s, Warehouse is 3000s, and so on.
Keep user extensions within the 1-200 (unless you have more than 200 users) range for each office. Make automated attendants and call groups 300s. Also, you can make call centers 400s and every office group page number, 999.
Grouping and identifying extensions keep your offices organized — no more expansive reference lists.
Nextiva’s VoIP service allows for total extension control of your office phone system. Use 3-5 digit extension ranges and enable or disable extension dialing to suit your business needs.
Your agents can manage their voicemail greetings and voice mailbox from anywhere. A visual voicemail option is available with Android, iPhone, and desktop apps.

4) Design call flows

It’s crucial to understand how calls in your company feel. Designing a positive experience will bring you happier callers and repeat customers.

Ask yourself:

  • What should happen when someone calls my main toll-free number?
  • Do they get a message?
  • A human receptionist directing their call?
  • How do I minimize call transfers before an issue is resolved?
  • What will help make a sale in one phone call?
  • How can my call center experience create a customer for life?

Design your call flow on a canvas with drag-and-drop simplicity. Also, export your call flow and have a record for reference.

Related: How Businesses Use Phone Trees to Direct Incoming Calls

5) Enable advanced call routing and auto attendants

Now, let’s consider some advanced features like hunt groups of multiple agents available at the same time.
Call queues can hold calls until an agent is available. Several customers can stay on the phone rather than leaving a voicemail or disconnecting.
These features are some of the biggest advantages of VoIP phone systems. And, with Nextiva, these are accessible for businesses of all sizes.
Explore different call distribution methods and features to maximize the potential of every department.

6) Forward calls to toll-free and local numbers

Once you implement your call flow, contact your previous provider. Have them forward all incoming calls for your business phone numbers to the temporary phone numbers from your new service provider.
This will let you take advantage of your new calling system even before your phone numbers port from your old carrier to your new one.
Feel free to check portability — Nextiva is more than willing to port vanity numbers you may own. Nextiva also provides a phone number with a local area code and a toll-free phone number to every account.

7) Turn on custom greetings and call recording

Want to add more panache to your business calls? Here are a few ideas:

  • Get professionally recorded audio tracks for your auto attendant, hold music or announcements before your agents pick up.
  • Add custom greetings to make your small business phone systems seem larger and more sophisticated.
  • Enable call recording to store recorded phone calls for up to six months. Longer terms are available upon request.

Record calls for quality assurance or training purposes. Clarify statements if disagreements arise about promised products or services. Playback old calls to better define quotable material.

8) Get team presence

A must-have for a receptionist, team presence shows which team members are available, getting a call, or on the phone. This also makes team presence a vital option for remote teams.
Warm-transfer your customers without placing them on hold based on an indicator on your desk phone or mobile app. A secretary dedicated to business owners can see if they are available or on the phone. They can even intercept calls if the owners aren’t in the office.

9) Install the Nextiva App

Business phone installation isn’t complete without downloading the Nextiva App, a softphone available on mobile and desktop. This softphone app empowers remote employees to work from anywhere while staying productive.
Another advantage of a softphone app like Nextiva is that employees can manage their voice settings directly. For example, if you’d like calls to your personal number to be forwarded directly to your virtual number, you can set that up in a few steps within the app.
Nextiva users can also send and receive text messages from the app. This adds a new vector of communication to your business phone service!

10) Build a conference bridge

You can host a conference for up to nine participants. This is free on Nextiva’s Professional and Enterprise plans.
Define a phone number for both external and internal callers and add everyone on one phone call. Moderator tools improve conference calling by allowing hosts to mute attendees, invite new attendees, or record conference calls.
With business VoIP from Nextiva, conferencing is effortless. Send an invite with a phone number and a conference ID in an email to any attendee. Clicking the link to load the full number and join the call is easy.

Related: What Is a Conference Bridge & How Do You Choose One?

ABOUT THE AUTHOR

Jeremiah Zerby

Jeremiah Zerby is a marketing specialist at Nextiva. He spent three years on the front lines of technical support, troubleshooting internet and VoIP topics. He moved forward into the technical writing and content creation space. He’s helped set up hundreds of businesses and advised thousands of people with their cloud communications.

Posts from this author

The Top 50 Customer Service Experts of the Decade

May 8, 2020 17 min read

Jeremy Boudinet

Jeremy Boudinet

Customer service has changed a lot in the last 10 years. Driving that change are customer service experts who helped redefine the customer experience.
Look at any industry, and you’ll see a rigorous focus on keeping customers happy. Companies today care about the customer journey and invest in their customer’s success.
This phenomenon is no accident. Business leaders examine customer service stats as growth indicators for their businesses. Revenue, referrals, and retention don’t lie.
It takes more than a customer experience platform to delight customers. Every company now tracks customer happiness more than anyone thought a decade ago. Customer service is no longer a department — it’s an ethos.
These experts have preached customer experience from the mountaintops. We want to shine a light on these advocates for customer service. Follow them on social media for real-time riffs about customer service.

Top 50 Customer Service Experts of the Decade

We’ve chronicled 50 distinguished customer service experts in the world. They’ve made notable contributions to advance the state of customer experience. With their help, they’ve given a louder voice for the customer in boardrooms around the world.
Our list runs the gamut from top executives to consultants with diverse backgrounds.
See who made the list below.

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Annette Franz | Founder & CEO at CX Journey

LinkedIn | Twitter
Annette Franz is a renowned author and speaker with 25 years of experience helping companies understand their employees and customers.
Annette is recognized as a top customer service influencer in her field, as she is highly knowledgeable on how to identify what drives satisfaction, engagement, and exceptional customer experiences.

Blake Morgan | Keynote Speaker and Author

LinkedIn | Twitter
Blake Morgan often shares her expertise about the customer experience as she is a keynote speaker and a published author. Her latest book is The Customer of the Future.
She’s known as a customer experience futurist, Blake is also a guest lecturer, and podcast host and hosts a weekly video series on YouTube.
Blake has delivered hundreds of speeches and provides customer experience-related workshops for brands and vendors.

Bob Thompson | Founder/CEO, CustomerThink

LinkedIn | Twitter
Bob Thompson has a total of over 35 years of experience. Bob’s vast knowledge comes from successfully working in various areas.
He has performed customer-facing roles, sales, technical support, customer management consulting, research, online community development, and executive positions.
Bob helps businesses build mutual and powerful relationships.

Colin Shaw | Founder & CEO, Beyond Philosophy LLC

LinkedIn | Twitter
Colin Shaw is a world thought leader in ‘Customer Experience’ (CX) and an accomplished keynote speaker.
His dedication to the customer experience is how he helps many of the world’s most prestigious organizations move their CX to the next level and get a return on investment.
Colin is a Co-host of a highly successful podcast and a renowned best-selling author. His hard work, determination, and efforts are put towards inspiring organizations to focus on their Customers.

Jeanne Bliss | Founder and CEO, Customer Bliss

LinkedIn | Twitter
Jeanne Bliss has over 35 years of experience as a customer experience professional and is devoted to teaching business leaders how to focus on customer profits. Her previous experience includes serving as the chief customer officer for five U.S. corporations. She has also co-founded the customer experience professionals association (CXPA).
She is the author of four best-selling customer experience books and has written many articles about this topic.
Jeanne provides the necessary tools to unite company efforts in delivering customer experiences that lead to business growth.

Frank Eliason | Consultant, Frank Eliason, LLC

LinkedIn | Twitter
Frank Eliason made a name for himself as a pioneer in delivering friendly customer service for Comcast. He went toe-to-toe with the cable provider’s most aggressive critics with a refreshing sense of care and fidelity.
Following his successes at Comcast, he headed up social customer service for Citibank. Five years later, he now consults directly with executives needing guidance on customer experience. His experience is at the intersection of customer experience, social media, and corporate communications.
As a customer service expert, Frank shows top leaders how to use the power of customer data, new technologies to drive business results in areas of CX.

Kate Nasser | Speaker, Trainer, Coach, Consultant

LinkedIn | Twitter
Kate Nasser has 30 years of knowledge on how to turn interaction obstacles into professional business success.
She is a speaker, trainer, coach, and consultant who shares her expertise in leadership, morale, teamwork, employee engagement, operational excellence, and high performance.,
Kate works with businesses of all sizes. She connects with leaders and teams to develop their skills and to teach them how to handle any and every customer interaction.

Micah Solomon | Author, Customer Service Consultant, and Speaker

LinkedIn | Twitter
Micah Solomon is an author and keynote speaker. He connects with businesses and professional firms to converse about customer service issues and customer experience.
He is a renowned entrepreneur and business leader. Micah knows customer service inside and out, and his many achievements show he is a genuine expert in the customer experience field.

Shep Hyken | Owner, Shepard Presentations, LLC

LinkedIn | Twitter
Shep Hyken is a Customer Service Speaker, trainer, presenter, author, and Shepard Presentations, LLC owner.
His many roles are to help companies build loyal relationships with their customers and employees. Steph’s presentations cover customer service, loyalty, and experience.
He has written five books, each centering on the priority of the customer.

Cori Pearce | Director of Marketing, ChurnZero

LinkedIn | Twitter
Cori Pearce is an accomplished marketing professional with over a decade’s worth of experience.
Her expertise lies in broad demand generation experience encompassing marketing automation, lead nurturing, email marketing, content marketing, and events marketing.
Cori possesses the knowledge of how to create engagement programs for new leads and how to nurture them along the buyer’s journey.

Jeannie Walters | CCXP, Speaker, and Trainer, Jeannie Walters

LinkedIn | Twitter
Jeannie Walters is highly knowledgeable about customer experience, and in the last 20 years, she has focused on improving the treatment of customers.
Her expertise in delivering multiple perspectives, including the ones had by patients, is remarkable.
Jeannie trains professionals on how to connect with those they serve emotionally and presents ways to uncover what is stopping organizations from really delivering great experiences.

Ian Golding | Executive Director of Knowledge & Academics, The Customer Institute

LinkedIn | Twitter
Ian Golding is a highly influential freelance Customer Experience consultant who focuses on providing non-biased views of customer centricity.
He is highly knowledgeable in customer experience and in incorporating the latest in best practices from around the globe.
Ian works with leading companies to advise them on advises leading companies on customer experience strategies, measurements, improvements, and employee advocacy techniques and solutions.

Stacy Justino | Director of Customer Happiness, Wistia

LinkedIn
Stacy Justino is a highly experienced operations management professional.
She has a history in the gaming industry and is a strong customer support expert.
Stacy has a Bachelor’s Degree focused on Communication and Media Studies, English Language & Literature, from the University of Washington.

Marsha Collier | President, The Collier Company, Inc

LinkedIn | Twitter
Marsha Collier is an award-winning author, a radio host, and a customer service consultant.
She is highly interested in technology, e-commerce, and customer service, with previous marketing and advertising experience.
Marsha is a top-selling author of over forty books and a trusted customer service influencer. Her work is part of a larger digital strategy package, not only about social but video and the written word, too.

Flavio Martins | EVP of Customer Support and Validation, DigiCert

LinkedIn | Twitter
Flavio Martins is a global leader and an award-winning customer service influencer. His diversified background in customer support, customer experience, technical support, and driving revenue from customer success operations.
He specializes in optimizing customer support and call centers to develop customer-first experience strategies.
Flavio translates problems into solutions and is an expert at leading cross-functional teams in their execution.

Bruce Temkin | CCXP and Head of the XM Institute, Qualtrics

LinkedIn
Bruce Temkin is the head of the Qualtrics XM Institute and works to inspire the world to make quantum improvements in XM.
He is an experienced management and leadership visionary, keynote speaker, strategic adviser, researcher, and co-founder of CXPA.org.
Bruce works with large organizations to dramatically improve business results. He focuses on changing how companies interact with employees, customers, and partners.

Bill Quiseng | Chief Experience Officer, billquiseng.com

LinkedIn | Twitter
Bill Quiseng is experienced in the areas of customer service, engagement, and leadership.
He is a professional speaker and blogger who covers these areas when connecting with organizations.
Bill is a customer service presenter skilled at serving others by providing tips, insights, and inspiration on improving customer service delivery.

Guy Stephens | PDE Trainer, L&K Europe, IBM

LinkedIn
Guy Stephens has filled various roles at IBM since starting with them in 2013. They include PDE Trainer, L&K Europe, L&K Global, Salesforce, and a managing consultant with GBS.
He has over twenty years of working in the digital space and has spent the last ten years focusing on social customer care as both a consultant and trainer.

Martin Hill-Wilson | Blogger, Brainfood Extra

LinkedIn | Twitter
Martin Hill-Wilson is an experienced leader in customer service, customer experience (CX), and artificial intelligence (AI) strategist.
He is a blogger who writes about everything to do with the customer and is an author on social customer service and conference chair.
Martin covers customer service, engagement, listening, social media, business, call center leadership challenges, multi-channel strategy, and customer-centric culture.

Ben Kay | Head of Digital, Brand & Marketing, Thames Water

LinkedIn | Twitter
Ben Kay is a digital strategy professional with a passion for revolutionizing the digital experience.
He is highly knowledgeable in turning complex concepts, business processes, and technology opportunities into actionable and achievable activities.
Ben is an expert across all dimensions of the digital landscape with a relentless dedication to putting customers at the heart of the experience.

Kate Leggett | VP and Principal Analyst, Forrester Research

LinkedIn | Twitter
Kate Leggett is a leading market analyst for CRM and customer service solutions.
She is an experienced high-tech professional with extensive knowledge in the areas of product marketing, product management, and operations.
Kate is dedicated and works diligently to meet customer expectations.

Richard Branson | Founder, Virgin Group

LinkedIn | Twitter
Richard Branson creates entrepreneurial processes to drive positive change in the world, and he is revolutionizing various sectors — mobile telephony, travel, transportation, financial services, leisure, entertainment, health, and wellness.
He is highly dedicated to unite people with business concepts and to turn them into opportunities for a better society.
Richard firmly believes in turning ideas into reality.

Roy Atkinson | Senior Writer/Analyst, UBM Americas – HDI

LinkedIn | Twitter
Roy Atkinson is a service management and support industry analyst, writer, and speaker.
He is one of the top influencers in the service and support industry, and his expertise has been featured in various publications.
Roy shares his knowledge with his contributions to books covering customer service and social media topics.

Chase Clemons | Customer Support, Basecamp

LinkedIn | Twitter
Chase Clemons’ experience includes customer support and critical thinking.
He helps growing businesses solve problems they are faced with daily and not lose sight of what matters.
Chase hosted a weekly podcast that focused on helping companies deliver better support experiences to customers.

Tristan Bishop | Senior Director, Digital Communications Strategy, New Relic, Inc.

LinkedIn | Twitter
Tristan Bishop drives global social strategy and analytics across all communications functions.
He has worked, twenty-plus years on transforming and pioneering multi-function social media methodology for B2B and enterprise software organizations.
Tristan is internationally recognized as a digital influencer in customer service, big data, leadership, and social business.

Becky Carroll | Cognitive and Analytics Program Manager, IBM

LinkedIn | Twitter
Becky Carroll works with IBM’s most valuable customers to help them get the most value from data, analytics, and cognitive/AI.
She is a thought leader, speaker, and author who helps global companies take a customer-centric approach to cloud and digital technology, social media, marketing, and service.
Becky shares her international expertise with speeches that range from keynotes to custom workshops to webcasts.

Matt Dixon | Chief Product & Research Officer, Tethr

LinkedIn | Twitter
Matt Dixon is a Chief Product & Research Officer, author, speaker, and advisor. He is a co-author, frequent contributor, and experienced advisor to senior executives.
Matt is also a frequent contributor to Harvard Business Review, having been published more than twenty times in both HBR’s print and online editions.
Matt offers leaders his expertise in sales, service, and customer experience.

Arie Goldshlager | Founder and Principal Consultant, The Fine Balance Consulting Group

LinkedIn | Twitter
Arie Goldshlager is the owner of an independent consulting practice whose primary focus is on the customer experience.
He is highly knowledgeable about customer strategy, lifecycle management, insight, analytics, and innovation.
Arie developed a blueprint for client value optimization designed to improve the performance of the company’s client acquisition, development, and retention efforts.

Pete Abilla | Vice President of Growth Marketing. ThunderCore

LinkedIn | Twitter
Pete Abilla is a growth marketing leader and marketer. He is an advisor, investor, and ecosystem community builder.
Pete is quoted in academic journals and business school case studies for my work in Queueing Theory, Continuous Improvement, and Innovation.

Ron Shevlin | Director of Research, Cornerstone Advisors

LinkedIn | Twitter
Ron Shevlin is an Industry analyst specializing in financial services and marketing strategy.
He is a thought leader who has been published in various books.
Ron is an expert at taking financial institutions from strategy to execution and in bringing value to financial services clients.

Aimee Lucas | XM Institute, Sr. Principal Analyst, Qualtrics

LinkedIn | Twitter
Aimee Lucas is a customer experience, employee engagement, researcher, advisor, trainer, speaker, and certified customer experience professional
She focuses her efforts on shaping the future of experience management (XM).
Aimee guides clients on how to optimize employee and customer experiences and on how to use best practices to build strong communities of CX/EX/XM specialists.

Lynn Hunsaker | Chief Executive Officer, ClearAction Continuum

LinkedIn | Twitter.
Lynn Hunsaker is a growth-generating, customer-centered management, employee engagement, and customer experience futurist.
She raises performance momentum through marketing operations and culture development methods in closing the brand-customer gap.
Lynn co-founded ClearAction Value Exchange to change the game of marketing and customer experience roles and their impact.

Mike Wittenstein | Founder and Managing Partner, STORYMINERS

LinkedIn | Twitter
Mike Wittenstein is the founder of one of the world’s first strategic storytelling and experience design consultancies.
He helps small- and mid-cap service brand leaders to increase their ability to create value, engage their employees, and deliver better returns.
Mike specializes in working with firms facing to create practical roadmaps, offering workshops, projects, ongoing support, experience design, and strategic storytelling.

Richard Shapiro | Founder and President, The Center For Client Retention

LinkedIn | Twitter
Richard Shapiro is a leading customer service expert focusing on satisfaction and loyalty.
His 28 years of experience have been devoted to researching and compiling the ingredients of customer loyalty.
Richard is an author and expert at identifying what drives repeat business.

Steve Curtin | Customer Enthusiast, Steve Curtin, LLC

LinkedIn | Twitter
Steve Curtin has 20 years of experience in hotel operations, sales and marketing, training and development, and customer service roles.
He is a thought leader, speaker, presenter, and trainer who is dedicated to serving customers.
Steve has delivered interactive and engaging presentations all around the globe and to more than twenty thousand people.

Dan Gingiss | Chief Experience Officer, The Experience Maker, LLC

LinkedIn | Twitter
Dan Gingiss is an international keynote speaker, customer experience consultant, author, and podcaster.
He strongly believes remarkable customer experiences can be your best marketing tool. As a customer service expert, his background is influenced by his past roles at large organizations, including Humana, McDonald’s, and Discover. These heavyweights know that customer experience is a competitive advantage.
Dan uses his professional experience to ensure that audiences always leave with clear, actionable takeaways that help improve the experience at their own company.

Adrian Swinscoe | Aspirant punk, Punk CX

LinkedIn | Twitter
Adrian Swinscoe is a customer service expert, advisor, speaker, and masterclass leader.
He helps organizations of all sizes deliver better customer service and customer experiences.
Adrian advises companies on specific customer service issues and helps to build the internal team and leadership capabilities.

Lincoln Murphy | Growth Expert, Sixteen Ventures

LinkedIn | Twitter
Lincoln Murphy uses genuine customer success-driven growth to help companies with customer retention, sales, and advocacy.
He is well-known in the customer success world, and his ability to help people discover what customer success is and how to apply it is second to none.
Lincoln has numerous publications where he shares his expertise on how to help startups grow and provide better customer experiences.

Des Traynor | Co-Founder, Chief Strategy Officer, Intercom

LinkedIn | Twitter
Des Traynor provides an easy-to-use, personal messaging service for businesses and their customers.
He is devoted to improving marketing, sales, and products by offering the easiest way to communicate and reach customers.
Dan is an expert in various areas, including web development, user interface design, and experience.

Nick Mehta | Chief Executive Officer, Gainsight

LinkedIn | Twitter
Nick Mehta is dedicated to building authentic company cultures, recruitment, alignment, and leadership.
He is a motivational and productive leader of technology companies.
Nick helps with launching business strategies and in creating exceptional user experiences.

Jay Baer | Founder, Convince & Convert

LinkedIn | Twitter
Jay Baer is a digital marketing and customer experience advisor who helps iconic brands gain and keep more customers.
Not only is he a content marketing pro, but he also shares his tips as a customer service expert with a focus on social media.
Jay helps brands improve their digital, content, social media, email, and word-of-mouth marketing.

Jeff Toister | President, Toister Performance Solutions

LinkedIn | Twitter
Jeff Toister helps customer service teams unlock their hidden potential.
His services include developing customer service cultures, implementing customer feedback programs, and training employees.
Jeff is a well-known customer service writer, consultant, and trainer.

Dennis Wakabayashi | Vice President of Customer Experience Solutions Delivery at RR Donnelley

LinkedIn | Twitter
Dennis Wakabayashi is a customer-centric leader who continuously inspires diverse stakeholders to foster empathy, collaboration, and growth for brands and customers alike.
His mission is to unite brands and consumers by helping the world’s leading brands deliver Customer Experience solutions across the entire path to purchase, supply chain & logistics.
Dennis Wakabayashi is a Top 10 CX influencer ranked by Klear.com (with over 50k followers), named in the Top 40 over 40 Digital Marketers (alongside Gary Vaynerchuk) by Camapaign.us, and a member of the Adobe Experience League Advisory Council.

David Avrin | Marketing and Customer Experience Keynote Speaker, Visibility International

LinkedIn | Twitter
David Avrin is a business marketing and customer experience keynote speaker.
He consults and works with audiences of entrepreneurs, business owners, and other organizations around the world.
Dan is dedicated to helping companies to clarify and promote a compelling competitive advantage.

Evan Shumeyko | Director of Client Experience Strategy, BNY Mellon

LinkedIn | Twitter
Evan Shumeyko is focused on driving growth across healthcare, financial services, and insurance verticals.
He is an expert in transforming how employees work with customers through multiple digital marketing strategies.
Evan empowers employees with actionable data and user interfaces to help increase customer engagement.

Bob Evans | Founder and Principal, Evans Strategic Communications

LinkedIn | Twitter
Bob Evans shows companies how to tell fantastic stories of customers’ success, business innovation, technological vision, and execution.
He helps companies learn their competitive differentiators through a blend of strategic consultation and training.
Bob has performed executive interviews, keynote presentations, strategic storytelling, and social media campaigns.

Barry Moltz | Getting Small Businesses Unstuck, Shafran Moltz Group, LLC

LinkedIn | Twitter
Barry Moltz helps small businesses get unstuck with his motivational speaking books, expertise, and consulting.
He is the writer of four small business books, a mediator, and a business broker.
Barry is highly knowledgeable about sales, marketing, finance, and customer service.

Hiten Shah | Co-Founder of FYI and Co-Owner of Crazy Egg

LinkedIn | Twitter
Hiten Shah is the co-founder of multiple companies, FYI, Product Habits, Quick Sprout, and Crazy Egg.
He shows product teams what habits they need to grow the business faster. His content marketing software helps bloggers build, share, and improve their content to increase traffic.
Hiten also provides heat mapping tools that designers, marketers, product people, and business owners use to improve the effectiveness of their websites.

Steve Dotto | President, Dotto Tech

LinkedIn | Twitter
Steve Dotto is an entrepreneur, keynote speaker, host, executive producer, social caster, and columnist.
His presentations, talks, and written work are all about tech, social marketing, and productivity.
Steve is an expert at demystifying technology and making it easy. He produces various streaming and written content for the social media and technology world.

Seth Adler | Shopkeeper, Workshop58

LinkedIn | Twitter
Seth Adler is a driving force, developing and institutionalizing the electronic retailing (e-tail) industry, and his large events have become a preeminent forum for internet retailing.
He has many roles, including managing e-tail conferences and premiering events that support businesses in the online space.
Seth is an exceptional editor, moderator, host, and industry leader.


What’s the secret to customer service success?

Succeeding at customer service doesn’t have anything to do with your role or title.

Winning at customer service is all about action to serve the customer.

We recently published over 100 impressive customer service statistics. In it, you’ll get access to emerging trends around customer experience, contact centers, and social media support. Check ‘it’em out:

ABOUT THE AUTHOR

Jeremy Boudinet

Jeremy Boudinet was a senior brand manager at Nextiva, co-president at AA-ISP Phoenix, and a published writer for Time, Entrepreneur, Inc, The Daily Muse, and PopSugar. Today, he heads up growth for Ubiquitous, an influencer marketing agency. He has been giving the people what they want since '86. Connect with him to…

Posts from this author

9 VoIP Alternatives for Businesses to Try

May 8, 2020 11 min read

Gaetano DiNardi

Gaetano DiNardi

Are you considering using a VoIP alternative for your business?
Voice over Internet Protocol (VoIP) is one of the fastest-growing business solutions around.
VoIP replaces your landline telephone with one that establishes calls over the internet. You can talk with anyone using your mobile phone, laptop, or desk phone.
Once you’re connected to the internet, you can make and receive calls using a business VoIP phone system.
To help you decide which choice is best for you, we’ve rounded up the top VoIP options and VoIP alternatives. Here’s a rundown of which ones made the cut:

Whether you’re looking for a VoIP or VoIP alternative for your business, there are plenty of great options for every budget.
A VoIP phone system provides access to call recording, call forwarding, conference calls, and so much more.
Small businesses, enterprises, call centers, and remote teams take advantage of VoIP solutions. The low price, reliability, and features make it quite attractive.
Compared to landlines, a VoIP service provider can save you up to 65% off of your phone bill.
All you need is a high-speed internet connection. Just plug your phone (or download a VoIP app), and you’re done.
Typical VoIP network setup for a small business.

Related: The Top RingCentral Alternatives for Business Phone Service

9 VoIP Alternatives for Your Business

You could spend all day researching VoIP phone systems and other good alternatives.
But we’ve already done the heavy lifting for you.
So here’s how the top nine VoIP and VoIP alternatives compare.

1) Nextiva

As the leading VoIP platform, Nextiva provides a full range of solutions for businesses to stay in touch with employees and customers. Examples include business phone service, collaboration tools, call center software, and more.
With superior voice quality, customers won’t even realize you’re using VoIP. They might ask if you got a new phone because the quality is outstanding. You’ll see a significant difference in your expenses.
And it’s not just the financial perks that make Nextiva a top contender. With Nextiva, and you’ll be able to:

  • Send unlimited texts from your mobile phone or desktop.
  • Route calls to the right department with an auto attendant.
  • Get voicemails in your email and read them on-the-go.
  • Forward your calls whenever and wherever you want.
  • Enjoy unlimited calling in the United States, Canada, and Puerto Rico.
  • Collaborate with your team over HD quality video conferencing.
  • Send and receive faxes just like email whenever you need them.

You’ll find everything you need to run your business without physically being in the office with Nextiva.
And you’ll no longer have to worry about being held back by a landline phone system. With cloud PBX, you can make calls and manage your phone service from anywhere.
Nextiva’s cloud communications network offers an impressive 99.999% uptime. This enterprise-grade reliability means you can stay in touch with more customers and employees wherever they are.
The company’s in-house customer support team is unbeatable. It’s why the company was awarded five years in a row for its service to customers.
The best part is that you can score all these features for as low as $30/month per user.
Nextiva's Cloud Phone System: Desk phone, desktop app, and mobile app.

2) Google Voice

The free Google Voice app is a notable alternative to VoIP. However, it won’t give you the full features of a complete business phone system because it doesn’t offer too much customization.
Despite this, Google Voice still offers capabilities worth noting, such as:

  • Seamless integration with your G Suite. You can coordinate it with your Google Calendar and Hangouts effortlessly. This may be attractive to some Android users.
  • Auto attendants and voicemail transcription.
  • Unlimited text messages and calls from the U.S. and Canada.
  • Built on the scalable Google Cloud network.
  • Side-by-side integration into Gmail.

Google Voice services start at just $10/month for up to 10 users. For an extra $10/month, you can upgrade to unlimited users and domestic locations.
The premium version of their service offers advanced reporting and international locations. Heads up: these added upgrades will cost extra every month.
There’s also no guarantee that when you call customer support that you’ll be speaking to someone in-house. This can make getting help a bit more challenging, especially while you run a business.
Take to heart that Google Voice isn’t very customizable. For instance, custom outbound caller ID, call forwarding rules, and dedicated conference bridges.
Related: 40+ Best VoIP Features Your Small Business Can’t Do Without

3) Skype

Skype is one of the original VoIP alternatives to a costly telephone plan, and it remains one of the most popular.
After Microsoft acquired Skype, Skype for Business Online system became Microsoft Teams.
With this communication tool, you can:

  • Place video and phone calls through their app from mobile devices or smartphones, laptops, and desktops.
  • Chat via instant messaging.
  • Enjoy 10 GB of file storage within the app.
  • Share your screen and files with anyone in your chat.

Skype lets you make and receive calls, chat, and share files. It comes in handy for communicating with your team.
It won’t give you voice answering features, auto attendants, call routing, or call forwarding to serve your customers.
If you’re loyal to Microsoft, then a phone system that integrates with Teams is a better option.
Voice calling from Microsoft gives you a handful of VoIP features. You can manage hold music, send calls to voicemail, offer customer support, and use an admin center to track your calls.
This level of access can run you $8 for the phone system, $12 for 3,000 minutes in the U.S. and Puerto Rico, and $24 for 600 international minutes.
Business phone service can get rather pricey, depending on your usage and Office 365 plan.

4) WhatsApp

WhatsApp is a popular messaging and communication app used to chat with people all over the world, just like Skype.
Yet many people are surprised to learn that it’s also a VoIP alternative. It employs VoIP technology for its voice and video calls with decent quality.
The WhatsApp Business App is free to download and geared towards small business owners.
With this level of service, you can:

  • Connect with customers and respond to their inquiries within the app via their chat feature.
  • Use quick replies and automated messages to help streamline and speed up your responses.

To use WhatsApp for larger businesses, head over to the Business API. You’ll find all those same features, just on a bigger scale. The emphasis is on messages with images, videos, and GIFs.
One considerable downside is that while you may be able to send as many as 20 messages per second, there’s no guarantee of a 100% delivery rate. Their website mentions a few reasons for this instability.
Also, the Message Templates in WhatsApp don’t allow you to send promotional messages. This restriction may limit how you can use them.
WhatsApp may be an excellent tool for communicating with your customers via text. But it won’t help you manage inbound calls, large call volumes, or voicemail messages like Nextiva.
Instead, think of it as a virtual chat with your customers, which may be very limiting for some businesses.


Voice over Internet Protocol (VoIP) Traditional Landlines
Setup time Low High
Operating cost Low High
Bandwidth 100 kbps N/A
Multimedia HD voice, video, conferencing, and texting Standard voice
Scalability Easy and affordable to scale Expensive hardware needed to scale
Add-ons Premium features included such as auto attendant, conference lines, toll-free phone numbers, and HD call quality. Extra costs for each add-on service.
Reliability 99.999% uptime with automatic forwarding. Busy signals during an outage.
International Calling Global calling is nearly free. (Calling the United Kingdom is $0.01/min.) Often requires a separate calling plan. (Plus, Calling the United Kingdom is $1.21/min.)
Pricing Business plans start at $18.95 per user every month. Price plans not typically published.

Differences between VoIP and a traditional phone system.

5) MagicJack

MagicJack may be better known for its home VoIP service, but they offer a business option as well.
With this enterprise plan, their robust VoIP system gives you features like:

  • Unlimited calling in the U.S. and Canada
  • On-hold music
  • Caller ID
  • Call forwarding
  • Voicemail
  • Conference bridge

MagicJack has a 99.99% uptime guarantee, and their phone lines cost as low as $15.99 per month per line.
But if you’re looking for features like an auto-attendant or virtual fax, you’ll need to upgrade with their premium add-ons. MagicJack states their platform does not offer access to emergency calls or text messaging.
The auto-attendant feature costs an additional $10 per month.
Need virtual fax? That’s another $5 per month.
Now the monthly cost for both features, plus the baseline service, brings you to $30.99 per month.
As for your voicemail, you’ll get a notification on your phone and via email. But it won’t send you a voicemail transcription to email. The fine print indicates the company may assess a fee for phone number porting. This point alone makes it a tough pill to swallow if you’re looking for a VoIP alternative.
So MagicJack has its limitations and comes in at a higher price point than most. It’s ideal for a home phone service.

6) Spoke

Spoke is a phone service in that it turns any mobile phone into a full-fledged business phone system.
Instead of buying phones for your employees, you can use their cell phones as business phones.
Their modern cloud PBX system boasts features like:

  • Auto-attendants
  • Call groups
  • Voicemail to text
  • Conference calling
  • Scalability with multiple IVRs and locations
  • Call recording (for legal purposes, training, and quality assurance)
  • Masking your employees’ personal phone numbers
  • Office hours: Employees can set their phones to Do Not Disturb mode during off-hours
  • Calls made to the United States and Canada are $0.014 per minute

AI powers all Spoke’s call routing, which you can also program to suit your company’s needs.
These features come at a steep cost, though.
For internal-only calls to and from your customers and between teammates, you’re looking at $9.95 per month.
Above that, you can add features like transfers, conference calls, voice notes, and app integrations for around $35 per month. The company’s terms state a minimum of three lines is required along with a prepaid contract.
Call recordings, for example, cost one cent per minute. And calls and extra phone numbers will also cost you more.
If your business needs every feature just mentioned, you’ll have to call for pro pricing. You should research your exact phone usage and forecast future use to avoid a surprising business phone bill later.

Over nine out of ten people check a new text message within 30 minutes.
Over nine out of ten people read a new text message within 30 minutes. (EZ Texting)

7) TextRequest

TextRequest is like WhatsApp since lets small businesses send text messages to their customers.
With this option, you can text customers appointment reminders, send them promotions, and keep in touch.
You can also send mass texts without your customers knowing the other recipients.
Some other features with this service include:

  • Unlimited users
  • Unlimited group messaging
  • Picture messaging
  • Message forwarding
  • Autoresponders
  • Saved responses
  • Unlimited chat history
  • Landline texting

These TextRequest features allow you to communicate with your employees. This will keep everyone on the same page and in the loop.
TextRequest’s text-based communication system isn’t exactly cheap to use.
To access these text features, you’ll find plans as follows:

  • Basic starts at $49/month for 1,000 texts
  • Starter starts at $119/month for 2,500 texts and $0.04 for each additional text sent
  • Corporate starts at $249/month with 6,500 texts and $0.03 for each additional text
  • Enterprise starts at $499/month with 20,000 included texts and $0.02 for each one after that

If texting is all you need, TextRequest offers a plan for every budget. But it would be unwise to think of it as an alternative VoIP solution.
Related: Is VoIP Reliable? Nine Facts You Must Know

8) ZipWhip

ZipWhip is another text messaging-only solution, so it doesn’t offer the full features of VoIP either. However, it’s a different alternative to the others on this list.
With this communication system, you can turn your existing business phone number into an SMS-ready phone number. This means your customers can text your business number, and the message will go to your computer or mobile phone.
The types of messages you can send with ZipWhip include:

  • Billing reminders
  • Service and support
  • Marketing and promotions
  • Recruiting
  • Alerts and reminders of upcoming appointments

You can use templates, schedule messages to deliver in the future, and set up auto-replies. You can even add emojis to your texts and personalize your messages.
All these will help you complete marketing tasks in batches. You can send group messages to up to 50 contacts at once.
ZipWhip also integrates with your other apps to allow for seamless communication.
You’ll have access to ZipWhip’s message reports and analytics features to see how your messages are performing as well.
Here’s how ZipWhip’s pricing plans work:

  • Starter ($25 per month) includes 500 messages for one user and one phone line.
  • Unlimited ($60 per month) includes Unlimited messages for up to three users on one line.
  • Premium ($125 per month) includes Unlimited messages, five users, and one line.

This style of communication costs more than using Nextiva and other VoIP alternatives.
And you’ll still lack a solution for your team/customer phone calls.

9) Viber

Viber is a free and secure call and text messaging application that’s quickly growing in popularity.
Its capabilities let you:

  • Text, call, or video chat with your customers.
  • Create group chats to stay in touch with an unlimited amount of users in your community.
  • Use chat extensions to add music, GIFs, videos, events, and more to your chat.

As for their security, your information and messages are encrypted. So no one else, including other Viber users, can read your messages.
Another layer of security they’ve added is verifying the identity of whom you’re chatting with by using secret keys. This means you won’t have to worry about who’s on the other end.
Viber also lets you make voice calls both domestically and internationally. You simply buy credits or a calling plan that lets you pay-as-you-go.
For an unlimited plan to make calls in the U.S., you’ll pay $5.99 per month. Or you can purchase 263 minutes for as low as $4.99 per month.
You can also use Viber’s VoIP system (known as Viber Out) for business or personal use. This lets you call any phone number, both international and domestic, for a low rate. U.S.-based calls, for example, will run $1.90 per minute.
The Viber Out service doesn’t give you any additional features from their regular service. But it does provide an on-demand VoIP service when you need it rather than having to commit to a monthly contract.
However, the latter is more affordable than paying as you go, which is something to consider.
Related: How to Switch to VoIP and Save Up To 60% off Landlines
Top Alternatives to a VoIP Phone System

Final Thoughts on VoIP Alternatives for Your Business

VoIP and VoIP alternatives give businesses more features than a traditional phone system. And the price is usually far less than what most are already paying.
Now you can work from anywhere in the world, across many devices, seamlessly. Teams can collaborate via video chat and instant messaging when they can’t be there in person.
Plus, VoIP allows you to communicate easily with your customers. You’ll avoid miscommunication and boost your outreach efforts.
You can route calls to the right department instead of a live operator. And you can save time with getting your voicemail messages delivered right to your inbox.
To realize these benefits, start with the top cloud phone system mentioned in this guide. It provides an affordable, feature-rich phone system that’s designed specifically for businesses.
The possibilities are endless with VoIP and your savings add up fast.
You’ll appreciate the perfect blend of features, service, and reliability VoIP provides. Learn more about the advantages of a cloud-based phone system.
And if you are considering Nextiva for your next cloud phone system but need a little more research, we created an easy-to-read list of Nextiva alternatives, their features, and their pricing.
Don’t Miss: Looking for Alternatives to 8×8? Read This!

ABOUT THE AUTHOR

Gaetano DiNardi

Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

Posts from this author

The Switch to VoIP Looking Hard? Not With These 9 Steps

May 6, 2020 9 min read

Gaetano DiNardi

Gaetano DiNardi

You know that settling for the same old strategies, software, and approach isn’t going to help your business succeed. Luckily, new digital tools that can improve your business workflow are popping up left and right.
VoIP phone service is no different.
Hosted VoIP gives you advanced PBX (Private Branch Exchange) features without setup costs. It also helps you integrate voice with other channels.
So, how do you switch to VoIP, and can you use some elements of a VoIP platform for free?
To switch from a traditional phone line to VoIP, you’ll need to get in touch with a VoIP provider. You’ll just need an internet connection good enough to support it (think broadband connections).


If you’re looking for a more comprehensive walkthrough, this step-by-step guide will give you everything you need to know to set up a virtual phone system. It’s easier than you think!

How to switch to VoIP in 9 steps

  1. Plan The Switch to VoIP
  2. Test if Your Internet Connection is Good Enough for VoIP
  3. Prepare Your Network Infrastructure
  4. Find the Right VoIP Provider
  5. Take Advantage of Advanced Business Phone Features
  6. Choose Your VoIP Hardware
  7. Train Your Staff
  8. Install a VoIP Phone System
  9. Save up to 90% on International Calls

1) Plan the switch to VoIP

Switching your traditional phone system to Voice over IP used to be a massive project.
Previously, you had two dozen other steps to set up a private branch exchange at the office. The VoIP requirements and hardware costs alone were insurmountable for small or medium-sized businesses.
With cloud PBX solutions, this is no longer the case. But it’s still a significant switch in technology. Don’t jump into switching to a VoIP without the right infrastructure or training in place. It all begins with a plan.

2) Test if your internet connection is good enough for VoIP

With VoIP technology, voice data goes over the internet to telephone networks. A fast and stable internet connection is the foundation of a healthy VoIP system.
We recommend a wired broadband connection with at least 100 kbps (or 0.1 Mbps) per line. For 20 lines, you should have at least 2 Mbps.
Both download and upload speeds need to meet this requirement. A fiber-optic connection is best, but business-class cable or DSL internet connection would work just as well.
You can also use Wi-Fi to run your VoIP phone system. The only difference being that your connections aren’t wired.
Test if your connection is fast enough with our VoIP Speed Test. If your current internet isn’t fast enough, you need to upgrade it before switching to VoIP.

3) Prepare your network infrastructure

Diagram of a Hosted VoIP Infrastructure (2019)

Even if you’ve got the bandwidth covered, your network hardware might not be up to the task. If you use a wireless router or multiple routers, you’ll need to make some changes.
VoIP technology works best wired directly into a router or switch setup. Plug every phone into the network switch with Ethernet cables. Those network switches then connect into the router for fast and intelligent network performance.
Larger offices might need several switches and a Virtual LAN (VLAN) configuration. A VLAN is intended to intelligently segment the network by MAC addresses in an organized, strategic way. This improves VoIP device performance by lowering network congestion.

Layered routers can impact VoIP calls and cause technical issues. That’s why you should use a switch instead. Your network switch must be able to handle VoIP traffic.
Avoid using a “double NAT,” which means two separate networks internally before reaching your ISP. Crucial functions in the SIP protocol require the router to dynamically permit traffic from your VoIP provider. Using multiple routers in a serial fashion interferes with establishing reliable phone calls. Don’t forget to turn off SIP ALG.
A gigabit Ethernet switch like Ubiquiti’s EdgeSwitch is ideal for SMBs. Larger offices should take a look at Cisco’s managed network switches.

4) Find the right VoIP provider

Most small businesses aren’t prepared to spend thousands of dollars just to get started with VoIP. With a cloud PBX solution, you won’t have to.
That doesn’t mean that you can choose any company and experience overnight success. Great internet service, the perfect network, and top-of-the-line phones don’t necessarily guarantee better call quality. The data centers of your VoIP provider are a vital factor.
Accessing a distributed network of data centers means your phones connect to the fastest, lowest-latency VoIP servers to complete high-quality phone calls. Nextiva has eight of them strategically located across the United States.
At Nextiva, call quality, security, and reliability are things you don’t need to worry about anymore. We’ve got you covered with 99.999% uptime, unsurpassed call quality, HIPAA compliance, and more.
If you’re worried about how much Nextiva costs, don’t. Our basic plans start at just $20/user per month. All the benefits of VoIP and award-winning customer support at a much lower price than your traditional phone service plan—what’s not to love?

Get a modern phone system loaded with everything
your business needs. Get a free quote today!

5) Take advantage of free advanced business phone features

Once you’ve decided on a provider, you should implement essential business phone features. Without these features, your new VoIP phone system might only make or receive phone calls.
Ensure your shortlist of VoIP providers includes these features as part of their standard package.

– Auto attendant

An auto attendant is the foundation of the modern contact center. Customers that call your business are always guided to the right department by using numbers on their phone’s dial pad. Now, smaller businesses get this functionality built into their company’s phone service.

– IVR (Interactive Voice Response)

IVR, or Interactive Voice Response, is a telephone menu that helps companies route incoming calls. Caller input is based on speech recognition. The IVR then routes them to the appropriate number or representative.

– Automatic call forwarding when busy

Sometimes two customers call at the same time. With automatic call forwarding, you ensure that VIP clients never have to wait.

– Call queuing

Customers hate busy signals more than hold music or ringback tones. If they can’t reach your customer service, they might give up on trying.
Call queuing, also known as call waiting, always keeps your line open. Callers wait for their turn; the line connects when your agent is next available.

– Conference bridge

One of the advantages of a VoIP system is the ability to host conference calls for free. This eliminates long-distance calling expenses and improves collaboration. Before you can use conference calling, you have to set up a conference bridge.
Some VoIP providers even include video calling in their packages. This makes it even easier to collaborate. You’re not forking out expensive charges to enable video conferencing.

– Extension dialing

With extensions, you can create a unique number for every agent or team in your business. Your customers can call the right department directly when they call your main line, or toll-free number.
It’s crucial to set up extensions when going live so employees can easily transfer calls. Plus, customers can fast-track their way to the right staff when they call.

– Voicemail forwarding

Voicemails left on VoIP phones are saved on servers hosted in the cloud. You can access them from anywhere. Voicemail forwarding can be set up for email and text messages.
This feature is great for your teams working remotely. If you’re busy, you can easily delegate customer needs to more-equipped members of your team.

– VoIP number porting

Porting a number means you can keep the same telephone number you used with your analog phones. Your customers won’t get confused or frustrated by calling the old one. Keep your local number, and keep your customers happy.
At Nextiva, we can handle the porting of all your phone numbers for you. Nextiva’s capabilities go way beyond this list. You can read more about all our VoIP features here.
Related: The Benefits of Cloud PBX vs. On-Premises PBX Systems

6) Choose your VoIP hardware

The next step is figuring out which VoIP hardware will be the best option for your office.

  • To keep the desk phone setup, go with VoIP phones.
  • If you want the hands-free option, you need VoIP headsets.
  • To use internet-connected equipment you’ve already got (like a cellphone running on iOS), a VoIP softphone is the best option.
  • Want to retrofit your current analog phones or PBX setup? Use a VoIP adapter.

You use VoIP apps to handle voice calls from your computer, smartphone, or any other mobile device.
That means your Android device or iPhone can form part of your new VoIP system with a simple mobile app. No need for a complete overhaul of your equipment. Use the mobile phones you’ve already got.
Nextiva offers monthly payment plans, including leasing, for businesses that want minimal up-front costs.

7) Train your staff

Any form of change in the workplace can be stressful for your employees. New technology is at the top of the list of stressful changes.
Before you announce the date and make the switch to VoIP, run a training program. Educate key staff members in the new software and hardware.
Your IT managers should learn how the new equipment works with the network. Data analysts and managers need to familiarize themselves with the analytics and CRM.
Enterprises also need to figure out how this impacts their IT team structure. Should you appoint a manager for the VoIP system?
Nextiva has helped thousands of businesses transition to VoIP. Our support technicians help you, and your staff, get ready before the switch.

8) Install your VoIP phone system

Once you’ve got all your ducks in a row, it’s time to move on to the installation. The complexity differs from business to business. It also depends on the hardware setup you choose.
For SMBs, it could be as simple as plugging in a few phones at the office. For a larger office with multiple switches, it can be a project for several people.
Connect your VoIP phones to a network switch with Ethernet cables. For non-PoE setups, you also need to plug in the included AC adapters.

9) Save up to 90% on international calling costs

Your business phone bill is a significant expense for many small businesses. Phone companies charge high premiums for extra features that companies need. Once you’ve switched to VoIP, this cost will plummet.
With Nextiva, you can get advanced business phone features and unlimited calling for $20 per user, including domestic long-distance calling.
What if you need to call outside of the U.S.? International calling rates start at $0.01 per minute with Nextiva. Companies with a global presence can save up to 90% on international calls.
Let’s say you want to call the United Kingdom (UK) from anywhere in the United States. The local telephone company charges $1.21 per minute. Nextiva charges $0.01 per minute.
A typical 20-minute business phone call using the local phone company would cost you more than $24.
And, the best part: VoIP-to-VoIP calls are a free service. There’s no charge for your business, nor your incoming caller if the person on the end of the line also uses a VoIP system. It’s one of the best ways to make free calls to your customers—regardless of their location.

FAQ

As a VoIP service provider, we get a lot of questions about switching to VoIP. We’ve answered the most frequently asked questions below.

Related: What Is a Contact Center? Definition, Features, and Uses

1) What equipment do you need to switch to VoIP service?

To switch to VoIP service, you need an IP-enabled phone or VoIP phone adapter, a router, and an internet connection.
With hosted VoIP, you can handle voice calls directly from your computer or smartphone. You don’t need any extra equipment at all.

2) Can I use my regular phone with VoIP?

If you have an internet connection and a router, you can use your regular phone with a VoIP adapter. You will, of course, also need a VoIP provider to be able to make and receive calls.
Some providers even have the option to hide your caller ID. This means you can use a personal phone to make business calls. The person you’re calling won’t be able to see your personal number; it’ll show your business’ VoIP phone number instead.

3) What is a free VoIP phone number for?

VoIP phone numbers work exactly like a regular telephone number. You dial the number, and you reach the VoIP phone on the other end.
With hosted VoIP, they work a little bit differently. You can freely redirect numbers to different locations. Let’s say a customer called your Texas branch office. If all agents are busy, someone in Colorado can answer the caller.
This helps with area code confusion, too. Your customers might not answer the phone if they’re in Texas and receive a call with an area code in Colorado. But this system allows you to call them using a VoIP phone number with a Texas area code—one they recognize.

4) Can VoIP numbers receive texts?

Chances are, you’re already sending and receiving VoIP texts without even realizing it. Instant messaging platforms like iMessage and WhatsApp send texts via the internet.
That’s why you can still send SMS messages without a network connection, nor any extra charges.
Similarly, VoIP phone numbers can receive texts, but it depends on the provider. Some don’t offer texting capabilities as part of their package.

5) How do I switch my landline to VoIP?

You can convert your landline to VoIP by investing in a VoIP phone or adapter. Also, sign up for a VoIP service for basic and advanced features.
For more detailed instructions, follow the steps in this comprehensive VoIP implementation guide.

6) How do you set up a VoIP phone?

To set up a VoIP phone, plug it into your router or network switch with an Ethernet cable. If it is not a PoE-enabled setup, plug in the AC adapter as well. You won’t need to do any further setup if it’s from your VoIP provider.
If you bought the phone from a non-VoIP service provider, you might have to register the phone’s MAC address and input the SIP server settings before you can use it.

For more extensive questions and answers about Voice over Internet Protocol technology and features, be sure to read our VoIP FAQs.

Future-proof your phone system.
With Nextiva, it’s easier than you think.

ABOUT THE AUTHOR

Gaetano DiNardi

Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

Posts from this author

Picking a Voice over Internet Protocol (VoIP) system seems like a lot to consider. There are just so many options and VoIP configurations available.
To help you out on your mission to upgrade your commercial phone service, we’ve put together a list of 17 dos and don’ts to give you some guidance.

DO: Evaluate VoIP requirements

Knowing how many phone lines you will use a year from now will help you plan effectively. How many business phone lines will you use consistently? How many calls does your office handle at the same time? Are you all in one office, do you have multiple locations, or is everyone working from home?
These questions and more are incredibly relevant to the results you get when you switch to a cloud phone system. It’s helpful to document the specifics of your business and reference them while researching a provider.

DON’T: Miss out on essential VoIP features

There is a lot more to a VoIP system than the ability to make calls. Make a list of features that you’ll need. Then do some research on available features or review some feature lists. If you’re not sure about a feature, ask. There are many forums where you can chat with experts or sales representatives who would be both knowledgeable in the subject and more than willing to assist.
Here are several top VoIP features to consider:

  • Multi-level auto attendants
  • Call forwarding
  • Toll-free business number
  • Call recording
  • Conference calling
  • 1:1 video chat
  • Text messaging
  • Online faxing service
  • Mobile and desktop calling apps

Related: 40+ VoIP Features Your Small Business Can’t Do Without

DON’T: Overestimate available network bandwidth

Expect that VoIP calls will take around 100 Kbps of bandwidth. That’s not a lot of download bandwidth, but depending on the packages available by your ISP, it might be a lot of upload bandwidth. You’ll want to multiply this by the number of phone calls happening on your network with your VoIP architecture.
Many business activities can consume upload bandwidth that might be necessary for your phones. A few examples are automated backup of files or computers, ongoing web meetings, or live streaming a company-wide event.
Running out of upload bandwidth degrades the quality of your phone conversations. It results in your customer not being able to understand you because your voice is breaking up.
Related: How Much Data Does VoIP Use?

DO: Run tests and check latency

Depending on which business VoIP provider you choose, you might need to use additional hardware. It might be worth it to ask for an IP address your network specialists can test.
The further their servers are from your business, the longer it takes data to get there and to come back. It might only be by milliseconds, but you’ll undoubtedly notice when it gets longer. Even some worldwide providers may only have one or two servers in any given country. Or the nearest one might be thousands of miles away.
Running tests to the WAN IP will provide you with accurate data to make decisions. Likewise, performing a VoIP speed test during the workday will give you realistic network performance benchmarks.

DO: Consider wired over Wi-Fi

Your open floor plan and lack of seating arrangements may be an aesthetically pleasing office design, but how are your agents going to get work done? When it comes to phone calls, predictability is a great asset. Knowing where your phone is, what shows up when you dial out, and your direct dial phone number are all benefits.
With wired phones, there’s rarely any outside interference. The audio quality is a key benefit. The connection to the internet is stable and is noticeably faster. If your office has a lot more space, then it might be cost-prohibitive to have an Ethernet drop at every desk.
In these cases, a strong Wi-Fi signal with extra wireless access points (i.e., mesh Wi-Fi or WDS) for your office might be more beneficial, as they allow your agents to use a VoIP softphone on their computers.

DO: Evaluate network hardware and accessories

Understanding your local network is helpful in quickly implementing a new VoIP service into your business environment.
Routers and gateways rented from your Internet Service Provider (ISP) typically offer fewer VoIP configuration options. Replacing that network device with a standalone modem and a separate router gives you more control. It also provides a better environment for VoIP calls.
One upgrade to think about is Power over Ethernet (PoE). These network switches reduce the number of power cords in the office if you’re using desk phones.
If you have a crowded office, you might want to consider getting headsets with acoustic fencing and noise cancellation.
Related: 10 Best VoIP Routers to Buy

DON’T: Assume you need VoIP phones

While desk phones are great pieces of hardware and can improve the overall audio quality with some manufacturer innovations, they aren’t always necessary. Purchasing and receiving phones takes time, even if you spring for the overnight shipping. Many VoIP providers also provide softphone applications for smartphones or computers.
With a headset and a laptop, the business phone is as mobile as any remote worker. It doesn’t have to be costly to improve everyone’s calling experience.
On a cell phone, you can use LTE data to have an HD quality call in a cafe, or a restaurant. Today’s workers aren’t necessarily in the office, and their phones shouldn’t be either.

DO: Set up data prioritization / QoS

Understanding the ebb and flow of your bandwidth utilization is important in maintaining a high-quality VoIP connection. Delays by even a fraction of a second are noticeable, so every bit of speed counts.
Configuring data prioritization or Quality of Service (QoS) is a method that you can use to regulate and balance the flow of voice and data traffic through your network. QoS is managed within your router to prioritize voice data over other kinds of data that may not be as real-time, but you should consider prioritizing VoIP devices on your switches as well. This way, the entirety of your network operates with efficiency, and your telephone traffic is treated like a VIP.
Using a Virtual Local Area Network (VLAN) tagging to segment your voice and data can assist in building a QoS configuration network-wide.
Related: A 5-Step VoIP Implementation Guide

DON’T: Get stuck with poor voice quality

Lots of factors affect voice quality, internet quality, and stability. For instance, if a call travels through the traditional telephone network (PSTN), or even the type of handset of the phone you’re using.
The goal is to control what you can. Work with your internet service provider to provide long-term monitoring of your internet connection to check for packet loss and signal disruption. Lost voice packets are lost bits of conversation.
Make sure your phones or softphones support HD-Voice codecs. Purchase conference phones optimized for your conference rooms.
When all else fails, work with your VoIP service provider to identify and isolate the source of any audio or network issues.
Related: VoIP Installation Checklist: How to Set Up Business VoIP In 12 Easy Steps

DO: Verify phone number portability

Not all service providers can handle all phone numbers. Service providers can be carriers themselves or peer with carriers to hold and provide connectivity to phone numbers. The more remote your location, the harder it is to have a footprint in the area with which to provide service.
When you’re in conversation with a cloud phone provider, ask them to check the portability of your number. It’s better than selecting one and finding out that they can’t port your phone number.
Related: What Is VoIP Number Porting? How Does It Work?

DON’T: Keep using your old machine for faxing

Faxing is not dead — many industries rely heavily on faxing. However, that doesn’t mean that you need to keep a landline open and continue using an old fax machine. Check out an online faxing service (also known as e-faxing). These solutions let you send and receive faxes via email or a web portal.
If you’re in an industry that cares about HIPAA, ensure that your fax service is HIPAA compliant. It may require a hardware option to hook into your fax machine called a fax bridge, but it will meet the HIPAA guidelines for compliance.
Did you know that Nextiva includes online faxing with its business phone service? You won’t need to pay for an online fax service again!
Related: How to Fax Online: Send & Receive Faxes in 3 Steps

DO: Get familiar with your VoIP phone system dashboard

You could call into your provider with every change that you want to make in your system. Most of them will happily make any required changes. However, the process of calling in and having someone else perform the work can take a lot of time.
As an internet phone service, Nextiva provides an easy-to-use portal for managing the entire account. Resetting passwords, adjusting call forwarding, changing voicemail PINs, and more can be done online.
Managing your business phone account online could ultimately save you time and money during a busy workday.

DON’T: Avoid training materials

We get it; you don’t like to read instruction manuals. But for your phone system, you should at least take a peek to see how to tailor it to your business needs.
Nextiva has put together easy-to-read support resources to keep you and your team productive. Check out our Quick Reference Guides and user manuals for many popular VoIP devices.
Every bit of knowledge has value in limiting the amount of time you spend asking for help and increases your value to your company.

DO: Plan out phone extensions

When your VoIP system lets you define everyone’s phone extension, and the extension for advanced features, it can get confusing. It’s best if you develop an organized system for providing extensions.
You can define the first number by the location. For instance, consider this approach:

  • HQ is 1000-1999
  • Satellite office is 2000-2999
  • Warehouse is 3000-3999
  •     Keep user extensions within the 1-200 range for each office.
  • Automated Attendants and Call Groups 300s
  • Call Centers 400s
  •     Make every office’s group page number 999

This way, just from the phone extension number alone, you can get an idea of the groups and the people behind them. Grouping and identifying extensions can keep your offices organized and eliminate the need to have expansive reference lists.
Related: How Do I Get a Business Phone Number?

DON’T: Skimp when choosing a VoIP provider

Selecting the cheapest phone system might seem like the best option, but it never pays off. Cloud PBXs today provide so much more than phone service. The cheapest one might not yield the highest return on your investment.
Look at the other tools you’re currently using:

  • Conference calling and web meetings
  • Online surveys and polls
  • Sales pipeline CRM
  • Customer helpdesk
  • Website chat
  • Team chat and collaboration

These “small” expenses add up. It might be more valuable to opt for a unified communications solution that can eliminate costly tools in one platform.
When discussing your company’s phone service needs, don’t be afraid to ask if they have a CRM or online survey solution to trim those extra costs.
Compare the features mentioned earlier against all the VoIP providers to ensure that they have everything you need to succeed.

DON’T: Forget about custom greetings

If you want to maximize the professional appearance of your company, big or small, you can use a custom greeting. These recorded messages are played to callers, giving them precise instructions during your VoIP call flow.
Greetings for your phone system can be made better with a trustworthy and professional voice recording. (Nextiva itself has a sound studio just for this purpose.)
Enhance your hold music with special offers or reminders. Even voicemail greetings can provide additional value by ensuring you ask for all the relevant details that your customer can leave in their voicemail message.
Custom greetings can provide you an edge over your competitors, and enhance the customer experience with your company.

DO: Take your VoIP security seriously

Users and administrators should have strong passwords. Avoid sharing logins and passwords since they can be misplaced or even fall into the wrong hands.
Even with Network Address Translation (NAT), you need to keep the firmware on your router updated. These updates improve the performance and phone system security for everyone’s peace of mind.
Review your call logs and analytics for unusual call volume, and you’ll save money from fraudulent activity and protect your customers’ information all at the same time. Plus with call encryption, you’ll shield conversations from prying eyes (and ears).
Related: Is VoIP Reliable? Nine Helpful Tips Before You Switch
Hopefully, these dos and don’ts help you plan out your phone system upgrade. Configuring VoIP is simpler than you think.
If you have any questions, just ask. Our team is ready and willing to help you take advantage of the benefits of a cloud phone system.

ABOUT THE AUTHOR

Jeremiah Zerby

Jeremiah Zerby is a marketing specialist at Nextiva. He spent three years on the front lines of technical support, troubleshooting internet and VoIP topics. He moved forward into the technical writing and content creation space. He’s helped set up hundreds of businesses and advised thousands of people with their cloud communications.

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Telecommuting and remote work have opened the doors of possibility for today’s top companies. For many employees, the workplace of the future looks very different than it once did.
Gone are cubicles and the routine 9-to-5 office life. Now workspaces can be as varied as a home office, your favorite coffee shop, or even a modern coworking space.
All this is possible thanks to telecommuting, or the practice of working from home with the help of Wi-Fi internet, email, and telephone devices.
Remote office phone systems and other trends in business communication allowed teleworking to increase 159 percent between 2005 and 2017 in the U.S.
But the coronavirus outbreak will push a new global wave of telework programs — and fast.
Adopting work-at-home initiatives, experts say, may save U.S. employers over $30 billion per day during the crisis.
So is your company ready to offer flexible work arrangements? Whether it’s a temporary solution or a future goal, this guide covers everything you need to know, including:

What is Telecommuting? Pros and Cons

Telecommuting allows employees to work at a remote location instead of in the office.
Unlike self-employed freelancing, this work arrangement is between an employer and their employees in departments like:

  • Sales
  • Marketing
  • Social Media
  • Customer Service
  • Accounting
  • Engineering
  • Design
  • Information Technology
  • and more!

Your employees may be full-time or part-time remote workers. And they could have varied work hours or work a set schedule.
So why should you consider switching to a flexible work environment? Let’s go over the most significant telecommuting advantages and disadvantages next.

Benefits of telecommuting

Telework benefits both your company and your employees. The top advantages of telecommuting include:

  • Higher employee satisfaction
  • Better work-life balance
  • Greater flexibility for caregivers
  • Reduced operational costs
  • Lower employee expenses
  • Higher productivity
  • Zero commuting and a smaller carbon footprint

In one survey, 45% of employees called commuting the worst part of their work day. But telecommuters trade the rush hour traffic jam for the convenience of the virtual highway.
Employees wake up ready to check emails on their smartphones, open their laptops to create task lists, and get to work ASAP.
Non-telecommuting employees may be late to work fighting traffic. Then they’ll need to battle workplace distractions, water cooler chit-chat, and pointless meetings. The result? Lower productivity.
However, there are a few downsides to telecommuting options you’ll need to plan for.

Disadvantages of telecommuting

Though these are easy to overcome, the most pressing obstacles to telework include:

  • Needing the right technology to be effective
  • A different set of distractions at home
  • Security concerns
  • Lack of face-to-face communication
  • Risk of favoritism
  • Potential of feeling disconnected
  • Difficulty supervising without the correct protocols

Putting the right policies in place before you begin telecommuting will help minimize these drawbacks, as we covered in that guide mentioned earlier.
So how does all the magic of telecommuting actually work?

How telecommuting works

Telecommuting allows modern businesses to create, communicate, and collaborate without being in the same place.
Various market forces are driving the rise of telecommuting other than COVID-19. So telecommuting jobs become easier as these tools get better:

The mobile workspace

You can find Wi-Fi almost everywhere. And 59% of professionals use at least three devices for work, including laptops and smartphones, as we learned in our business communication report.
So a mobile “third place” gives employees somewhere to work outside of the office and away from home.
Third places include coffee shops, libraries, restaurants, and coworking spaces. A coworking space is a shared office space where telecommuters pay by the month or day. Besides the social benefits, they also score access to a desk, internet, and other amenities.

Virtual project management tools

Virtual project managers keep your team’s deliverables organized and on-track.
Team leaders create tasks in a cloud-based project manager like Trello, Asana, or Basecamp, for example. Everyone has access to all the details, deadlines, and material they need anytime, anywhere.
Telecommuting employees use cloud-based file hosting from Dropbox or Google Drive to save, sync, and share their work with the team. Then team members can collaborate in a single thread — no more long email chains!
Assigned employees receive notifications for updates and milestones so nothing slips through the cracks.

Communication channels

Communication tools give your employees a way to check-in and collaborate without being in the same place. They may even be more efficient than in-person meetings. And they’re definitely more economical than business travel.

telecommuting communication gaps
Without the right remote work tools, things are bound to fall through the cracks.

Nextiva’s cloud phone system, for example, allows face-to-face meetings so teams can brainstorm and managers can give live performance reviews from wherever.

Employees can send quick messages to each other using the same app. Threads keep all comments organized in separate channels for different types of messages.
So you may have channels for specific clients, non-work chat, and private direct messages for individual team members.
This keeps the team connected despite being time zones or zip codes apart.

Why telecommuting matters

You’ll stop putting telecommuting on the back burner when you learn it can help your business:

1) Save money

Did you know office desks are vacant 50 to 60 percent of the time? And yet you’re still paying to rent an entire office space for your staff.
The same survey also says that ~60% office workers spend excessive time searching for conference rooms. That’s crazy!

What is telecommuting: stats about conference rooms
Source: Senion

Teleworking means you can downsize to a smaller, less expensive office (if you need one at all). You may also be able to move out of a major metro area with high rent. And you’ll spend less stocking office supplies too.
That’s why stats show employers save an average of $11,000 per half-time telecommuter per year.
Plus, a surprising 25% of employees would take a 10% pay cut for the option to work remotely. So, hiring more teleworkers may slash your payroll, too.
In addition to saving money, your teleworkers may also help you earn more as well.

2) Increase employee productivity

If you think teleworkers sit in their pajamas and play video games all day, you’d be wrong.
A personalized work environment, free of distractions and office politics, creates efficient employees. Just check out these facts:

  • Over 90% of employees feel more productive working at home.
  • Work-at-home teams log four more hours of work per week than their in-house counterparts.
  • 85% of businesses saw higher employee output after making the switch to telework.
  • 50% of remote workers took fewer sick days.

3) Attract top talent from all over the world

Without a zip code limiting your job search, you can open up positions to candidates from all over the world. You’ll not only widen your choices, but you’ll also be able to operate in different time zones.
Remote work is one of the most sought-after perks a company can offer. Now:

  • More than a third of employees would take flexible work options over a prestigious title or role.
  • 80% of the U.S. workforce would turn down a job without flexible working.
  • Millennials rank flexibility higher than benefits like student loan and tuition reimbursement.

The even better news is once you attract employees with teleworking, they tend to stick around.

4) Boost employee retention 

What’s the best non-monetary way to keep your staff? Over 75% of employees cite flexible schedules and remote work.
Teleworkers are 57% more likely than average employees to report high job satisfaction. And higher job satisfaction may reduce employee turnover and boost employee retention.
This may be because 80% of teleworkers experience zero to “moderate” work stress during the week. And 82% report a better work-life balance.
But these achievements are only possible when you follow the best telecommuting practices.

Telecommuting best practices

Companies need to create a solid foundation for their teams to adapt well to remote work. This means putting the right tools and processes in place. To do that:

1) Choose the right cloud technology 

Research and experiment with cloud-based telework software to see which tools meet your company’s needs.
At a minimum, your remote employees need:

  • Secure internet access. Sensitive company documents and data will need high-level security and protection.
  • A customer relationship manager tool (CRM) to track interactions and let employees work remotely.
  • Project management tools like Basecamp, Trello, or Asana to create, monitor, and organize assignments and deadlines.
  • Communication channels, such as Nextiva. Engage in productive team meetings anywhere, anytime, on any device with Nextiva’s office phone system. It offers group messaging, video conferencing, file sharing, and task management all in one.

Once you decide which tools your team will use, you’ll want to add them to your company’s remote work policy.

2) Create a telecommuting policy

Companies need to shift their work culture to support a flexible workplace. Just like you have a work policy in-house, you’ll want to establish a telecommuting policy.
Meet with your department leaders to discuss what they expect from their teleworkers. Iron out procedures and policies for:

  • Which employees can work remotely
  • Hours and schedules
  • Work-life boundaries to prevent burnout
  • Performance evaluations and raises
  • Stipends for home office equipment or co-working spaces
  • Equipment, cybersecurity, and tools/software
  • Communication (such as daily check-ins or weekly video calls)

Make sure each employee signs off on these procedures so they know what’s expected of them. Then there will be less confusion down the line.
Related: Check out more of our best practices to crush working from home!

Telecommuting and your future

Experts predict that 73% of all teams will hire remote workers by 2028. You don’t want your company to get left behind as remote working becomes the new normal for many businesses.
The rise in cloud-based technologies and employees’ preference for remote jobs means telework is the future. And making the switch will save your company money, boost employee satisfaction, and raise your productivity.
As long as you create a mobile work policy and choose the right tools, you’ll set your team up for long-term success.

ABOUT THE AUTHOR

Gaetano DiNardi

Gaetano DiNardi led demand generation at Nextiva and has a track record of success working with brands like Major League Baseball, Pipedrive, Sales Hacker, and Outreach.io. Outside of marketing, Gaetano is an accomplished music producer and songwriter. He’s worked with major artists like Fat Joe, Shaggy, and loves making music to stay turbocharged.

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