Customer discovery questionnaire

Purpose

RocketCX will use this questionnaire to understand your current Salesforce Open CTI implementation, how your organisation uses telephony, and what you need from a future Salesforce Voice solution.

The information will help us assess the available migration options, identify potential risks and dependencies, and prepare an initial implementation scope and estimate.

Please answer as fully as you can. Where you do not know the answer, simply state “not sure”. We can explore any gaps during a follow-up discussion.