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Dialpad makes it easy to migrate from your existing on-premise or cloud-based contact center and business phone solution. You can easily control all settings and administration from a simple web interface that puts advanced controls at your fingertips. Here’s an overview of the migration process and expected timeline.
Migration Process and Timeline
Assessment and Planning
The professional services team can assess current systems and outline the steps needed for a smooth transition. This includes inventorying existing phone numbers, setting up user accounts, and porting numbers if needed.Setup and Configuration
Administrators work with Dialpad to configure settings, integrate with CRMs, and set up IVR (Interactive Voice Response) and call routing options. For contact centers, this stage includes setting up scorecards, agent roles, and any Ai features.Training and Onboarding
Dialpad offers onboarding support, including training sessions for admins and agents on using the system and Ai-powered features. This phase also includes configuring desktop or mobile apps for easy access.Testing and Launch
Once configured, testing the setup ensures call quality, integrations, and workflows meet expectations. After final adjustments, businesses can fully transition to Dialpad.
Estimated Timeline: For smaller setups, the transition may take 1-2 weeks. For larger contact centers or enterprises with complex configurations, it can be as short as 3-6 weeks.
Contact us today for a free demo, or sign up now and see just how easy it is for yourself.
Dialpad makes it easy to switch providers
Talk to our team of specialists and learn how easy it is to migrate from your existing solution to Dialpad.
FAQ
Our online administration portal makes setting up and configuring a breeze. Complete everything from adding users to call routing and integrations with just a few clicks. Our onboarding team is ready to help every step of the way with live solution design and pre-recorded end-user training.
Additional professional services support can be included to handle design and deployment for you, so you never have to lift a finger.
You can set up Dialpad in just a few minutes. Most new customers want to bring over existing configurations and our team can help set those up, usually in just a few days depending on complexity.
Number transfer or porting can take the longest time, but by forwarding existing numbers to Dialpad you can skip the wait and start using it today.
Our onboarding team is included free of charge for each new customer, and is ready to help you get up and running. For advanced configurations that involve multiple contact centers, complex IVRs, and specialized integrations it’s generally less than a weekly lunch budget. Guac included.
Request a quote today to see how fast and easy it is to deploy Dialpad for your business.
For more detailed information and step-by-step instructions check out our help center.