4 Steps to Set Up a VoIP System for Seamless Cloud Migration + Checklist

Transcription

has become critical for modern businesses to embrace new technology in order to save money and utilize tools that make business processes more efficient this is where a modern business phone system really shines hi I'm Corey McCraw the office technology specialist at fit small business the initial steps to set up a voice over Internet Protocol phone system includes identifying your business needs and priorities testing your internet connection and learning about different VoIP types in this guide we're going to help you understand how to get set up with a VoIP system so that you can start communicating with greater ease and efficiency if you're watching this on YouTube you can find the full written guide Linked In the description box VoIP isn't really a one size fits-all type of proposition your specific business needs will dictate precisely the type of web service and infrastructure you'll want first consider your current phone system your call volume and the sorts of calls that you'll handle on a day-to-day basis the call volume will determine how many phone lines your business needs naturally companies that receive a significant number of calls daily provide individual phones and unique extensions to team members evaluate which your existing phone system does well and What needs Improvement perhaps you have a traditional landline but you notice that your employees use their mobile devices away from your desks maybe your communication needs have changed recently in other than call features you want a system that allows video conferencing in chat these phone system needs should guide your choice of a VoIP system later by taking stock of how many phone lines you'll need you'll be able to choose which VoIP plans are best for your business for example ringcentral's Premium plan is most popular among mid-sized companies that typically handle High volumes of calls it includes unlimited users unlimited calls within the United States and Canada unlimited audio conferencing and call recording capabilities the types of calls that your business deals with regularly will help you decide which features to look for in a VoIP system for example if you handle several sales related calls it's good to have a system that uses caller ID core recording features and customer relationship management CRM Integrations for example if your calls are mostly customer service related look for a phone system with interactive voice response ivr and call queuing next it's critical to understand that faster internet speeds help void perform more reliably fortunately there are multiple ways to test the speed of your connection we even have one here at FSB that you can use to test the viability of your web connection VoIP call Quality largely depends on your internet connection additionally if you're planning to get a system of video conferencing chat and other collaboration features your internet will affect how fast the data is transmitted thus part of your preparation for the VoIP setup is testing your internet connection before choosing a particular VoIP system be familiar with its different types to know which would best fit your needs this involves using a VoIP device and connecting it to your existing phone set to facilitate calls this allows your old school landline phones to make calls using VoIP for this you'll need an analog telephone adapter such as those provided by a provider like Uma ebx is an acronym for private Branch exchange which refers to a private telephone Network that facilitates user communication on-premise PBX host your own VoIP with a dedicated web server in your physical office you need an information technology or it team to maintain repair and upgrade the system unlike on-premise VoIP a third-party VoIP provider handles all the maintenance and upgrades of the system this is very much a software as a service style of solution and there are a lot of benefits to this type of setup first amongst these is a reliability thanks to geo-redundancy any downtime is mitigated by globally located servers that service backups should issues arrive additionally a service like this saves you money since you will have to invest in server Hardware or an I.T team determine how much your business will spend on your new phone system if you're going for the vice-based VoIP the cost will largely depend on your Hardware the price of desk phones and cordless phones range from 90 to 420 dollars meanwhile headsets are priced between 74 and 40 dollars for on-premise systems the expenses will include actual VoIP installation in-house I.T services and server room maintenance on the other hand a cloud-based PBX solution will have monthly costs which depends on how many phone lines you get there's a flat rate charge for a certain number of phone lines but providers usually drop the price when they are more users if you regularly receive a high volume of calls it's wiser to choose annual payments over monthly to maximize savings if you have only seasonal spikes and calls a monthly scheme will give you better flexibility when upgrading and downgrading plans here are a few other costs to consider business internet plans can go up to 16 gigabytes per second for as much as 160 a month locked in for a year some web subscription plans cover toll-free calls others offer this as an add-on the cost typically ranges from ten dollars to Fifteen dollars a month for the incoming calls the cost is six cents to 30 cents per minute check how much avoid provider charges for calls per minute for different countries they must have a complete list of international call fees for instance ringcenter charges 3.9 cents per minute for international calls from the US to China most providers offer seamless Integrations for third-party platforms but they're sometimes locked in higher tier plans for instance nextiva's essential plan lacks frequently used customer relationship management CRM and productivity tools upgrade to professional Enterprise plans to connect Salesforce HubSpot zendesk Oracle nms teams in your Vape system there's a relatively crowded Market of weight providers which can be a real benefit for businesses looking to find one that will closely match their needs for example some businesses Need Just A straightforward phone system with a lot of bells and whistles while others might need one with additional features like Integrations and video conferencing here are food features to pay attention to When selecting a provider your VoIP system should enable your team to make and receive calls more efficiently these are some features most useful in managing calls core routing call forwarding call transfer call queues call screening call recording speed dial in three-way calling ideally your voice system works with other Solutions you already have depending on your business needs your phone system should offer Integrations with custom relationship Management systems and productivity apps RingCentral has a wide range of Integrations from collaboration and customer engagement to employee experience marketing productivity and business continuity a voice system that supports other Communications needs will increase employee productivity promote team collaboration and decrease costs choose a void provider that accommodates audio and video conferencing team messaging and SMS a VoIP system with a mobile app makes Communications easier especially when you have remote employees phone.com is one of the most popular VoIP systems accessible on desktop and mobile the platform made it to our list of the best VoIP apps make sure you have wave system and security protocols to reduce data def risks go for a platform that offers both at rest and in transit encryption look for advanced authentication options such as multi-factor verification and biometrics number reporting is one of the most convenient aspects of a voic business phone system most providers allow you to Port your old landline based number to this service for a very small charge or even for free additionally most void plans include a local number which features a three-digit area code this is ideal for businesses that serve a limited market area and aim to establish local presidents other phone number options from weight providers include toll-free numbers for example 1-800-188-877 and vanity numbers for example 1-800 Flowers and 1-800 new cars if you want to retain your existing digits or convert a traditional phone number into a virtual phone number ask your Void provider to Port the numbers provide them with your current phone number and other important information once they receive your transfer requests they will send it to your existing carrier you receive an email notification when reporting process is complete take note of the fees involved in number reporting Google Voice for instance charges twenty dollars to Port your mobile number from another carrier another option when retaining phone numbers is bring your own carrier or byoc most businesses choose this when their current providers rates are better than the others in the market the option is also ideal when your business expands into new territories since you can easily add current or additional carriers for new locations the actual Vape insulation will depend on the type of solution you choose for device-based Vape systems connect your existing phones to the modem using adapters there's also the option to use IP phones which connect to the internet through Wi-Fi on premise VoIP installing the PBX in your office involves a team of project managers system administrators and electricians with VoIP certifications if you choose a software based or cloud-based wave system the installation takes place on your digital devices simply download the app from the provider on your desktop and mobile device after installing the equipment and software complete the VoIP setup by designing your call Flow incorporating third-party tools and making test calls Implement a comprehensive training program for employees and share the best practices for making and receiving calls a whip system is beneficial for small businesses especially in reducing costs improving call Quality and accessibility and facilitating collaboration among team members if you're ready to adopt this phone system follow the easy steps mentioned above for a smooth transition shop around for VoIP service providers to find the best tools suited for you thanks everyone

This transcript was generated automatically from the video's captions and may contain errors.

Written By
Marianne Sison
Marianne Sison
Published: Mar 26, 2025
Updated: Apr 25, 2025
6 minute read

Transitioning to a voice-over-internet-protocol (VoIP) system starts with identifying if you have enough internet bandwidth and exploring the right VoIP type based on your business needs. Learning how to set up VoIP also involves distinguishing the services of different VoIP providers and your preferred installation method.

This guide drills down into the steps of implementing a VoIP setup, but if you prefer a visual walkthrough of the steps, click the video below.

VoIP implementation checklist

Before you begin setting up your VoIP system, it’s important to have all the essential components in place. These key requirements ensure smooth operation and optimal performance for your new VoIP phone system installation.

A list of key requirements when setting up a VoIP system for business.

Step 1: Test your internet connection

Your internet bandwidth largely affects call quality. If not enough, you may experience choppy conversations, phone echoing (sounds being repeated), and other VoIP problems that frustrate both callers and agents handling the calls. Thus, it’s important to see if your internet connection can accommodate your VoIP setup.

Fortunately, many VoIP providers have free speed test tools on their websites, which show key metrics that indicate the quality and reliability of a connection.

  • Upload speed: This refers to how fast your network sends data packets from your device to the internet.
  • Download speed: This refers to how fast your network receives data packets from the internet.
  • Ping: This measures the time it takes for data to travel from your device to the internet and back. A good ping speed for VoIP is less than 150 milliseconds.
  • Jitter: This refers to the variation in time delay between when a signal is sent and when it’s received over a network connection. Ideally, the jitter must not exceed 30 milliseconds.
A page on Ooma's website showing the text "Check your internet speed" and numbers indicating upload and download speeds, ping, and jitter
Test your internet bandwidth on the Ooma website. (Source: Ooma)

VoIP requires 80 to 100 kilobits per second (kbps) to produce high-quality calls, though some providers have their own speed requirements. For example, Ooma requires 90 kbps of bandwidth per call for its office phone system, while using the Ooma Telo adapter with an analog home phone only uses 40 kbps. To check if your internet connection meets these requirements, visit Ooma’s VoIP speed test on its website to determine your upload and download speeds, ping, and jitter.

Step 2: Know the different VoIP types

Setting up VoIP for small business operations requires familiarity with the different installation methods available. Each type comes with unique costs and specific equipment requirements, so it’s important to evaluate each one to know which would best fit your needs. In a nutshell, there are three types of VoIP services: on-premise, cloud-based, and device-based.

On-premise PBX

PBX is an acronym for private branch exchange, which refers to a private telephone network that facilitates user communication. On-premise PBX involves hosting your own VoIP system and having a dedicated VoIP server in your physical office. It is considered one of the most expensive VoIP installation methods as it involves a team that will regularly maintain and upgrade the system.

Grandstream's Internet Protocol Private Branch Exchange (IP PBX)
Grandstream offers internet protocol PBX solutions. (Source: Grandstream)

The main equipment installed and maintained within a company’s premises is the VoIP server, also called the IP PBX. This telecommunication device sends and receives inbound and outbound calls over the internet, converting analog voice signals into digital. It uses session initiation protocol (SIP) trunking to initiate, maintain, modify, and terminate real-time communication sessions among connected devices.

Cloud-based PBX

Unlike on-premise VoIP, cloud-based PBX involves a third-party VoIP provider handling all the maintenance and upgrades of the IP PBX system. It’s considered the more affordable option, as it only requires a softphone app, where users make and receive calls on their desktop or mobile. Cloud-based PBX is also called hosted PBX.

RingCentral desktop and mobile apps showing the platform's dialpad
Send calls directly through the RingCentral softphone app. (Source: RingCentral)

Device-based VoIP

This involves purchasing IP phones, which directly connect to the internet through an ethernet cable or Wi-Fi. Another option is plugging an analog telephone adapter (ATA) into existing landline phones and routers to facilitate calls. The ATA converts a phone’s voice signal to digital when sending over the internet and converts it back to analog once it reaches the recipient.

An ATA that connects multiple phones to an IP network is a VoIP adapter or VoIP gateway. While ATA only converts one phone at a time, a VoIP gateway may accommodate multiple calls. Although setting up a device-based VoIP system involves various technical aspects, the process should be straightforward and should have support from the service provider’s customer support team.

Two rows of Nextiva devices with their respective model names and prices
Nextiva offers various VoIP desk phones for sale. (Source: Nextiva)

Step 3: Choose a VoIP Provider

Comparing VoIP providers is a crucial step in setting up a VoIP phone system, as the right provider ensures reliability, effective communication, and the security of your business operations. To pick the best option, consider your business needs and the provider’s feature offerings to see how well they fit into your operations. In particular, pay attention to these key aspects:

  1. Call management: Your VoIP system should provide your team with features for managing calls: call routing, call forwarding, call transfer, call screening, call recording, speed dialing, and extensions. Businesses that frequently place outbound calls for sales initiatives need auto-dialing capabilities, while companies dealing with high call volumes should prioritize features like call queues and interactive voice response (IVR) systems.
  2. Third-party integrations: Ideally, your VoIP system works with other solutions you use. Depending on your business tools, your phone system should directly connect with customer relationship management (CRM) systems and productivity apps.
  3. Collaboration tools: A VoIP phone system with unified communication capabilities such as video calls and team chat benefits remote teams that want to coordinate more efficiently while eliminating the need for multiple apps.
  4. Mobile apps: A VoIP system with a mobile app makes communication easier, especially when you have remote employees. The best VoIP apps are accessible on desktop and mobile, working seamlessly across different operating systems.
  5. Security: Security-driven VoIP providers implement advanced privacy policies to prevent data theft risks. These include encryption, multifactor verification, and biometrics. For extra measure, explore different VoIP security tips to strengthen your defense against cyber attacks.

Step 4: Install Your New VoIP System

The actual VoIP phone installation will depend on the type of solution you choose. For device-based VoIP systems, connect your existing phones to the modem using adapters. There’s also the option to use IP phones, which connect to the internet through Wi-Fi or ethernet cables.

For on-premise VoIP, installing the PBX in your office involves a team of telecom specialists to handle the configuration. Cloud-based VoIP has the quickest setup process as it simply involves downloading and installing the app from the provider on your current device.

Complete the VoIP setup by designing your call flow, incorporating third-party tools, and making test calls. To make the most out of your VoIP system, consider implementing a VoIP training program and share the best practices with your team for efficient management of calls.

Frequently asked questions (FAQs)

How do I set up my own VoIP?

It’s possible to set up your own VoIP system using open-source solutions, which offer features other phone systems provide (e.g., call routing and voice mail). However, the easiest way to start on VoIP is to go for cloud-based PBX solutions already available in the market. Providers like RingCentral Contact Center and Nextiva have a wide range of robust phone features that accommodate the communication needs of small businesses.

What is required for VoIP setup?

A VoIP system installation only has three key requirements: high-speed internet, a software provider for your VoIP service, and VoIP-enabled hardware, which can be any internet-capable device, such as a desktop computer, mobile device, or an IP desk phone.

How can I set up VoIP for free?

The fastest way to set up VoIP is to opt for providers offering a free version of their services, such as Google Voice, Skype, and OnSIP. These providers let you create a VoIP account for free and access entry-level features like unlimited internet calling, a local phone number, and voicemail.

How do I get a VoIP connection?

A VoIP connection requires a stable internet connection and a VoIP service provider who will handle the maintenance and update of the VoIP server.

Bottom Line

In learning how to set up VoIP for small business use, it’s important to assess the strength of your internet connection and the emerging communication needs of your team. From there, it’s easy to identify the right service provider and align the appropriate VoIP installation with your existing setup.

With this modern phone solution, you can accommodate customer inquiries more efficiently, thanks to robust call management features. Since they are scalable, VoIP systems support growing communication requirements as you expand your business. Learn more about the benefits of internet-based phone solutions in our What Is VoIP guide.

Marianne Sison

Marianne Sison

Office Technology Staff Writer at Fit Small Business

Marianne is a technology analyst with nearly five years of experience reviewing collaborative work management solutions. She helps businesses identify the right tools and apply best practices to streamline workflows and improve project performance. Her insights on project management and unified communications appear in publications like TechnologyAdvice, TechRepublic, and Fit Small Business.

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