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- Im Tom with Nextiva, and in this video, well cover the 12 major steps to set up your cloud phone system. (bright electronic music) Moving to a new cloud phone system can be the best way to improve your business communications, and its helpful to know what the most important steps are when making the switch. In this video, well cover the 12 major steps to setting up your cloud phone system. Lets begin with research and prep. Step one: Identify your phone system needs. We recommend writing down into two columns the functionality you absolutely need and the features that would be nice to have. Examples of this might include: your total number of local and remote users, any toll-free or vanity business phone numbers, voice analytics, expenses and budget changes, and legal or regulatory requirements. Figuring out your business needs first will help you find the best VoIP provider who offers those services much faster. Step two: Decide if you need more than just a phone system. The w