Ordering, Contracting & Billing for Webex Teams Calling

Transcription

1 Ordering, Contracting & Billing for Webex Teams Calling

2 Ordering IntelePeer Services Setting up a Trial How To Enable Your Customer With PSTN Services

3 Webex Control Hub The Partner may choose to order billable service or initiate a free trial. To order PSTN service for Webex Teams Calling, the Cisco Partner logs into Webex Control Hub at 3

4 Trial Step 1: Start Trial in Webex Control Hub The Cisco Partner will initiate trial on the Customer page of Webex Control Hub. The customer can choose to do a 30, 60 or 90 day trial. 4

5 Trial Step 2: Select Options The Cisco Partner will select the appropriate services for the trial. Call must be checked to include PSTN services. 5

6 Trial Step 3: Choose Provider & Complete Contract Information The Cisco Partner will select the PSTN and complete the Customer contract information. 6

7 Trial Step 4: Choose Phone Numbers The Cisco Partner will select a state and area code for trial (and NXX if desired). The system will return available numbers for selection. Numbers not needed can be deleted by clicking the x. Numbers will appear in the Number Cart as they are selected. 7

8 Trial Step 5: Setup the Emergency Service Address for Numbers The Cisco Partner will establish the emergency service address for the trial phone numbers. This address will be registered for ALL the phone numbers initially. The emergency service address can be changed at the device level. This is done later in the process when the customer establishes the associated devices. 8

9 Trial Step 6: Ship Devices? The Cisco Partner may choose to ship devices to the customer for the trial, or this can be skipped and the customer can simply use the Webex Teams client during the trial. 9

10 Trial Step 7: Confirm Ready The Cisco Partner must confirm setup of the trial services. 10

11 Trial Step 8: Customer Notified to Accept Terms of Service The customer will be notified in the Webex Control Hub that trial terms of service need to be accepted. Note: Cisco partners do not have access to do this on behalf of customers. Customers will receive an notification to set a password and log in to accept terms of service. Customer clicks Accept Now 11

12 Trial Step 9a: Customer Accepts Cisco Terms of Service The customer will need to review Terms of Service, and then click Accept. 12

13 Trial Step 9b: Customer Accepts IntelePeer Terms of Service The customer will need to click View Terms of Service, review Terms of Service, confirm the Legal Contact, and then click Agree. 13

14 Trial Step 10a: PSTN Order Completes If multiple customers are in trial, Partner can select the trial from the list, then click View Customer to view order details. 14

15 Trial Step 10b: PSTN Order Completes Once the customer accepts Trial Terms of Service, the PSTN order will be processed and completes. This typically happens within minutes of acceptance, and this status will display to the Partner in Webex Control Hub. 15

16 Trial Step 11: Customer Completes Setup Once the Cisco Partner has initiated the trial, the Customer will login to the Webex Teams Admin and follow the trial setup wizard to configure settings for call, message, enterprise, and users. 16

17 Ordering IntelePeer Services Converting Customer to Billable Service after Trial 17

18 Convert Customer Step 1: Order Licenses and Add Numbers To convert a customer to billable PSTN service, the Cisco Partner will order the licenses in CCW, and then add numbers in Webex Control Hub. Customers can also initiate this by selecting Purchase Now in their Webex Control Hub dashboard. Partner will be notified and can begin the number ordering process. 18

19 Convert Customer Step 3: Choose Numbers DID s The Cisco Partner will search for numbers by state, area code and NXX (if desired). A block of numbers can be requested in consecutive order. If the desired numbers are not returned in the search, the Partner can click, Add Numbers to initiate an advanced order to IntelePeer. These numbers should be made available to the customer within 3-5 business days of the request. 19

20 Convert Customer Step 3: Choose Numbers Toll Free Toll Free numbers are not available for use during trial. If customer has not completed trial, Partner will see a notification to remind customers to sign contract. 20

21 Convert Customer Step 3: Choose Numbers Toll Free If customer has signed the contract, then Partner can order Toll Free Numbers by searching for requested number. If requested number does not appear in search results, Partner can place a special order with IntelePeer. 21

22 Convert Customer Step 4: Review and Place Order The Cisco Partner will review and place the order. When complete, the confirmation page will be displayed reminding the Partner the customer will need to sign the PSTN contract. The contract will be ed to the customer. 22

23 Convert Customer Step 5: Customer Reviews and Completes Contract The customer s legal contact (identified by the Partner in Webex Control Hub) will receive an from DocuSign with the IntelePeer Master Service Agreement (MSA) for PSTN Service. The customer will need to agree to use electronic records and signatures and complete the required fields. If questions about the contract, ciscosupport@intelepeer.com 23

24 Convert Customer Step 6: Customer Generates Signature Upon completing the required fields in the IntelePeer MSA, the customer will need to create a DocuSign account, login and generate a signature. The completed document will be stored in the customer s DocuSign account. When the MSA has been signed, the customer will receive a confirmation . 24

25 Convert Customer Step 6 continued: Customer Option to Re-assign MSA The customer s legal contact may choose to assign the MSA to another authorized signatory to execute. This can be done by clicking Other Actions and Assign to Someone Else within DocuSign. 25

26 Convert Customer Step 7: Set up IntelePeer Billing Portal Once the customer signs the MSA, an is sent to set up the IntelePeer billing account. Set Up Billing Portal 26

27 Invoicing & Payment Information Bundles will be pro-rated when added First Invoice will contain Prorated charge for previous month Subscription payment for upcoming month Invoice cycle monthly, 5 th business day Bill date not able to be adjusted at this time Invoices sent via Payment by credit card, ACH, Wire 27

28 Customer Ordering 28

29 Customer Ordering Paying customers can place orders for Webex Calling Customers in Trial cannot place their own orders until the partner converts the customer to a paid service. To start, the customer should go to Services Numbers Add Numbers 29

30 Customer Ordering The Add numbers button will allow the customer to search by area code and NXX. Selecting Search will generate a list of available numbers based on the customer input criteria. Checking Block with Quantity will return a consecutive block of numbers. The customer can select the numbers they d like and complete the order. **Please note that IntelePeer may not be able to provide all requested NXX s. For questions regarding the IntelePeer footprint, please contact ciscosupport@intelepeer.com 30

31 Customer Ordering An Order History will be generated and displayed automatically after the customer places an order. 31

32 Pricing & Standard Discounts 32

33 IntelePeer Voice Services Bundle Description IntelePeer s voice services provide the ability to communicate across the public switched telephone network. Bundled features include transfer of existing numbers or adding a new one, Caller ID/Caller Name, E911, calling in the U.S. and Canada, and the ability to place international calls (separate charges apply). All set up fees included in price. An IntelePeer Voice Services Bundle is required for every Webex Calling license the customer purchases and or any Webex Boards or Room systems the customer wants to PSTN enable (1:1 ratio). Highlights 1 Telephone Number or Toll Free Number Per User Service available in lower U.S. 48 states Unlimited calling to U.S. 50 states + Canada Carrier Port/Transfer fee included Caller ID/Caller Name included E911 Included Base Pricing $8.95 per user per month $1.00 per reserved number per month $75 per request for vanity/specialty numbers (specific telephone number or sequence of numbers) International LD

34 Webex Calling Services Bundle Discounts Per-Unit pricing for Voice Services Bundles varies based on Volume, Term Length, and Invoice Type. Per Month Pricing Pay via Monthly Invoice - Receive a 5% discount for every additional contract year. Quantity 1 Year Contract 2 Year Contract 3 Year Contract 5 Year Contract $8.95 $8.55 $7.90 $ $8.10 $7.70 $7.15 $ $7.65 $7.30 $6.75 $5.95 Pay via Annual Invoice - Move to annual invoicing and receive a 10% discount over monthly invoice pricing. 34

35 Webex Calling Reserved Phone Numbers Description Reserve a single number or blocks of numbers for future use with your Cisco account. Available for Domestic US DIDs and Toll Free Numbers above the 1:1 ratio that are not assigned to a user or feature on the Webex Platform and do not have traffic. All porting fees and taxes are included in pricing. Reserved phone numbers can be moved to Voice Services Bundles (included in bundle fee) or shared across Voice Services Extension Bundles at the Active Phone Number rate. Contact IntelePeer for ordering and setup Per Month Pricing Pay via Monthly Invoice - Receive a 5% discount for every additional contract year. Quantity 1 Year Contract 2 Year Contract 3 Year Contract 5 Year Contract $1.00 $0.90 $0.70 $ $0.75 $0.70 $0.55 $ $0.50 $0.45 $0.35 $0.30 Pay via Annual Invoice - Move to annual invoicing and receive a 10% discount over monthly invoice pricing. 35

36 Transferring and Number Options 36

37 What if a customer wants to transfer (port) a DID or Toll Free number? IntelePeer offers porting services if a customer would like to transfer existing numbers from their current provider to IntelePeer service with Webex Calling. For detailed information about porting for Webex Calling, view the porting guide here. 37

38 What if a customer wants to Reserve a Number, request a Vanity Number or Register Caller ID Name (CNAM)? Reserving numbers, requesting a Vanity Number and registering CNAM are not yet available in Webex Control Hub, so they are currently manual processes with IntelePeer. Reserved Phone Numbers - the customer must complete the Request for Reserved Phone Numbers order form and it to ciscosupport@intelepeer.com. IntelePeer Support will then make a billing adjustment to reflect the reserved phone numbers identified on the order form. Vanity Numbers the customer needs to ciscosupport@intelepeer.com and include the vanity number that is being requested. Remember there is a $75 fee for each vanity number request. CNAM (Caller ID Name) - the customer must complete the CNAM order form and it to ciscosupport@intelepeer.com. (Please see the following slides for more information about CNAM.) In all instances IntelePeer is contacted, a case number will be opened and returned to the customer for tracking purposes. 38

39 Caller ID Name (CNAM) Registration FAQ s Caller ID Name (CNAM) is the Caller Name and is the descriptive text displayed on land line caller ID displays. IntelePeer offers customers the ability to register Caller ID Name (CNAM) at no additional cost. The CNAM process must be managed directly with IntelePeer, and the required steps are on the following slide. Registered CNAM name can be up to 15 characters (symbols cannot be supported). Numeric only entries, entries that are generic, contain profanity or do not appear to be valid company/individual names cannot be accepted. IntelePeer can complete CNAM orders in approximately 5-7 business days, however, it can take up to 90 days for other U.S. providers to update their systems. CNAM can be registered for local U.S. numbers only (toll free and Canadian numbers are not supported). Registered CNAM is only displayed on land lines. Cell phones do NOT support CNAM. Important note: the terminating provider (the provider delivering the call to the called party) is responsible for displaying the registered CNAM. IntelePeer may or may not be the terminating provider for the call. 39

40 Caller ID Name (CNAM) Registration In order to register CNAM, the customer must first download the IntelePeer CNAM Order Form. The customer must complete the required fields which include company name, phone numbers, and the desired name to be associated with each number. The customer should return the completed form to Guidelines and limitations are outlined on the form. 40

41 Cisco Help Central: Adding PSTN & E911 Services For additional information about ordering PSTN service with Webex Control Hub, please visit Cisco Help Central at m/docs/doc

42 Atmosphere Fax 42

43 Atmosphere Fax Availability/Requirements Webex Calling customers can replace legacy fax servers with Atmosphere Fax, which is IntelePeer s secure and reliable cloud-based service that integrates with most clients and allows for sending and receiving faxes from any device. Atmosphere Fax is available for any customer with a signed IntelePeer MSA (not available for trial customers) Note - any customer that has signed a contract before 9/9/16 will require an amendment Atmosphere Fax should be ordered directly from IntelePeer (not yet available via the Webex Control Hub). The customer or partner can engage an IntelePeer sales representative to obtain more information and/or order service by contacting partners@intelepeer.com. For customers that choose to transfer (port) numbers for Atmosphere Fax service, please work directly with your IntelePeer sales representative. Webex Control Hub currently does not support port orders for Atmosphere Fax. 43

44 Atmosphere Fax Pricing Features Essentials $15.00/month Premium $30.00/month Enterprise $75.00/month Users Fax Numbers Inbound Pages Outbound Pages ,000 shared Additional Pages Additional Users Additional Numbers $0.10/page $0.10/page $0.10/page $1.25/user $1.00/user $0.75/user $5.00 $5.00 $ Proprietary and confidential IntelePeer, Inc. All rights reserved.