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Customer Experience (CX) Customer Experience September 9, 2024

Automated Outbound Dialing: How It Works & How to Use It

Automated Outbound Calling
Automated outbound calling benefits modern call centers by handling high call volumes, lowering costs, and gathering insightful data.
Alex Doan
Author

Alex Doan

Automated Outbound Calling

Automated outbound dialing has completely changed how call centers handle outgoing calls, making them more efficient and productive.

In this article, we discuss what automated outbound dialing is, how it works, its benefits, and the best practices for using automated outbound dialers effectively.

What Is Automated Outbound Dialing?

Automated outbound dialing involves using dialer software to make outgoing calls to a curated phone list instead of asking agents to dial these numbers manually.

The exact process depends on the type of dialer software your contact center deploys. Predictive dialers, for example, dial multiple numbers simultaneously and only connect agents with answered calls. Power dialers, on the other hand, dial one number after another and route answered calls to available agents.

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Regardless of the process, automated dialing reduces the time spent on outbound calling, making your agents more productive and improving call center efficiency.

How Automated Outbound Dialing Works

Automated outbound dialing requires four core steps:

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Benefits of Automated Outbound Calling

Automating outbound dialing in your call center will: 

1. Increases agents’ productivity

Automated dialing saves on the time agents would have spent dialing numbers manually, waiting for the recipient to answer the call, and dealing with busy signals, unanswered calls, and disconnected lines.

This might not seem like much, but it quickly adds to considerable lost time when agents handle many outbound calls.

With the auto dialer handling these small but tedious tasks, your employees can focus on what they do best: talking to customers and live prospects — which boosts agent productivity and call center efficiency.

2. Leads to higher call volumes

Outbound dialers can dial multiple numbers simultaneously and route only answered calls to available agents.

They dial from a prearranged list of numbers, speeding up the calling process by ensuring a continuous flow of calls without agents having to search for or enter phone numbers manually. Unlike manual dialing, where an agent handles one number at a time, this maximizes the number of calls made in a short period.

In addition, predictive or progressive dialers queue up calls based on agent availability, ensuring minimal downtime. After finishing one call, live agents are immediately connected to the next available call, eliminating idle time. That way, they can complete a high volume of phone calls in less time.

3. Improves lead generation 

Auto dialers enable agents to make more calls in a shorter time. This increases the chances of connecting with more leads and generating more conversion opportunities. When a lead requires nurturing, auto dialers can schedule follow-up calls automatically, ensuring that no opportunities are missed.

Auto dialer

Progressive and preview dialers also help agents personalize conversations with prospects. Before proceeding with the call, your sales team can review lead information in your CRM software, such as names, last conversations, or preferences. 

Armed with these insights, the sales team can tailor its communication to address each lead’s specific needs and interests, increasing the chances of converting them to customers.

4. Reduces call center costs

Outbound dialers help your call center handle higher call volumes without necessarily increasing headcount, so you can reduce overhead expenses and boost operational efficiency.

Lowering call center costs frees up capital that can be invested in improving the customer experience through better technology, enhanced agent training, or other customer-centric initiatives.

5. Allows you to collect and analyze call data

Outbound dialers typically collect data such as the phone numbers dialed, call duration, call outcomes (such as answered, voicemail, or unavailable), and any additional information entered by the agent during or after the call.

Contact center metrics

This data is used to optimize your call center operations, such as tracking call performance, monitoring agent productivity, and analyzing customer interactions. For example, if the data shows that most of the calls are unavailable, you can review the contact list and review outdated phone numbers.

Related: Sales Dialers: Top Tips for High Connect Rates

Dos and Don’ts of Automated Outbound Dialing

Here are the best practices for automated calling in outbound call centers.

DoDon’t
Comply with relevant autodialer and telemarketing regulations, such as Telephone Consumer Protection Act and Do Not Call listsDial prohibited numbers on the Do Not Call lists
Ensure that your phone list contains accurate and updated contact informationIgnore high call-abandonment rates
Train your call center agents on outbound calling best practicesOverwhelm agents with lengthy phone lists, as this can lead to burnout
Review outbound call recordings regularly to assess agent performance and customer satisfactionIgnore regulations and neglect outbound dialer compliance
Analyze call data to see what’s working and what needs improvementDeploy aggressive sales tactics that ruin the customer experience

Related: Automated Telephone Systems: Key Features to Look For

Simplify Your Automated Outbound Dialing With Nextiva

Automated outbound dialing is a complex but rewarding process for your call center. Beyond choosing an outbound calling solution that can handle high call volumes and gather insightful data, you must ensure it complies with telemarketing rules and regulations so you’re never on the wrong side of the law.

Nextiva’s VoIP phone system is fully equipped to handle compliant inbound and outbound calls. With CRM integration support, workforce management tools, and centralized customer databases, Nextiva gives you everything you need to launch successful outbound calling campaigns.

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Learn more about our VoIP phone features and pricing for call centers. 👇

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Automated Outbound Dialing FAQs

Find answers to common questions about using automated outbound dialers in your call center.

What is outbound dialing?

Outbound dialing is a process where automated systems make outgoing customer calls. It helps call centers efficiently reach out to many people while ensuring that agents are available to handle the calls.

What are common examples of outbound calling?

Everyday use cases for outbound calling include telemarketing, customer follow-ups, appointment reminders, debt collection calls, and proactive customer service calls.

What can I use for automated outbound dialing?

Nextiva’s VoIP phone system helps automate outbound calling promptly and efficiently. It offers features like CRM integrations, workforce management, and data centralization.

What are some best practices for automated outbound calling?

Some best practices for automated outbound calling include maintaining compliance with regulations such as the Telephone Consumer Protection Act, ensuring that call lists are regularly updated and scrubbed against Do Not Call registries, providing opt-out options for recipients, personalizing calls where possible, and training agents to handle calls professionally and courteously.

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