The Best Contact Center Software for 2024

March 28, 2024 24 min read

Dominic Kent

Dominic Kent

Thanks to growing demand from customers and competition among providers, contact center solutions are rapidly replacing older call center software.

When we analyze the market, there will be some Nextiva bias. It’s not like we don’t believe in our own product 😉

When buyers select new contact center software, the strongest deciding factors are still customer reviews, comparable feature sets, and price.

That’s right. Price is still the biggest influencer at the end of the shortlisting process.

In this guide, we compare 15 of the best contact center software. The top three are as follows:

  1. Nextiva
  2. Five9
  3. NICE InContact 

Here’s why Nextiva wins…

Nextiva vs Five9 vs NICE CXone

While distinguishing differences between all the contact center software in the market is hard, we’ve selected the top three. Here’s the side-by-side comparison, which shows why Nextiva comes out on top.

If you’re looking for a quick setup, a simple interface, with an omnichannel suite of features underpinning it, Nextiva is the choice if you don’t want to break the bank.

NextivaFive9NICE CXone
Setup In Hours
Monthly Price$99+ per user$149+ per user$94+ per user
UC + CC Integration
Free TrialCustom Proof of Concept60 days
24/7 Support
Omnichannel
Workforce Management
Outbound & Inbound
AI Agent Assist
CRM Integration

What Is Contact Center Software?

Contact center software enables businesses to handle multiple customer support requests across several communication channels. It lets agents work from a single application to provide a wide range of tasks.

The functionality and meaning of contact center software have evolved from call centers. A contact center platform integrates with multiple modes of communication, like voice, SMS, social media, email, chat, and video.

Read on to compare popular contact center software vendors’ differences and pros and cons.

Best Contact Center Software for 2024

1. Nextiva

ProsCons
Quick and simple setupNo free trial
Affordable for businesses of all sizesNo support for on-premises deployments
New advanced AI features due to Thrio acquisitionLack of out-of-the-box integration for some niche line of business apps

Nextiva provides a unified communications solution with the option to integrate a call or contact center platform. You can choose from inbound, outbound, or blended contact center software alongside your core internal communications app. 

You can expect a range of features, including call routing, advanced interactive voice response (IVR), and analytics for measuring agent performance, caller behavior, and customer preferences. You also get access to email, web chat, SMS, and social media via omnichannel routing.

Nextiva call center1

Out-of-the-box customer relationship management (CRM) system integrations include:

  • Salesforce
  • Microsoft Dynamics
  • Microsoft Teams
  • HubSpot
  • Zendesk
  • Zoho
  • Oracle Sales Cloud
  • Workbooks
  • ServiceNow
  • SugarCRM
  • Act! CRM
  • Lotus Notes
  • ConnectWise
  • GoldMine
  • Bullhorn

But where Nextiva really shines is its integration of your internal users and frontline agents. When you need to escalate customer cases, the blend of everyday communications apps is vital.

Handling the integration behind the scenes, Nextiva enables seamless calling, messaging, and document retrieval via the NextivaONE app. Agents have a single pane of glass to work from, benefiting from better productivity and providing a more efficient customer experience.

To bolster its already impressive feature set, Nextiva acquired Thrio in 2024, adding tons of new capabilities, like:

  • A built-in AI assistant
  • Dynamic scripting
  • Native process automation
  • Proactive customer notifications
  • One intelligent display for all your agents’ needs

If you’re ready to supercharge your contact center productivity, the addition of these AI capabilities can be drip-fed so you see a genuine, tangible difference.

Customer Rating: 4.6/5

Customer Review

“The price point really drove the decision, because it was hard to beat. Having a device that is under maintenance was a no-brainer for me, since it would have taken a few years to break even otherwise. It’s been great: the devices are versatile, and we utilize all our current phones on power-over-ethernet at the corporate office. They were easy to plug and play and it was a good decision.”

~Vinny Torregrossa, IT Manager, Nothing Bundt Cakes

2. Five9

ProsCons
Longstanding AI legacyHigh price point for small businesses
Focus on automationCan be overwhelming for new users
Enterprise scalabilityNeeds separate provider for voice

If you’re looking for an advanced AI-powered contact center solution, Five9 hits the nail on the head. 

If you’re a large business with scalability concerns, or if you want to let your agents handle more value-added tasks and automate your run rate activities, Five9 makes AI do the legwork so your agents remain efficient and productive. 

Five9-contact-center-assistant

Where it really excels is using AI to generate reports and provide sentiment analysis on your customer transactions.

If you’re a data-driven organization with tons of customers and a decently sized service team, Five9 can be a great way to get control of your contact center, with features that include:

  • Agent assist
  • Call recording and transcription
  • Workflow automation
  • Digital engagement
  • Conversational IVR
  • Quality assurance
  • Workforce management

You can bolt Five9 on to a range of cloud telephony solutions and retain existing hardware and software. If you’re looking for standalone contact center software, Five9 is a solid option.

Customer Rating: 3.9/5

Customer Review:

“Five9 has increased my productivity tenfold! It has made reporting so much easier and I’ve barely tapped into all it can do!! One thing I do wish we could fix is the ability to have the agents’ emails also included in the email pop-up for automated reporting. Having to individually load them instead of picking from a pick list is a bit time-consuming. One other thing is I’d love to have the audio wave separate on all calls.”

~Tamara Lemasters, Trustpilot review

3. Dialpad

ProsCons
Longstanding leader in AI coachingAI can be overwhelming
Next-generation analyticsEnterprise pricing not disclosed
Dynamic call scriptsBasic features like eFax cost extra

If AI is seriously top of mind and you want to eke out the most possible, Dialpad has been ringing that bell for quite some time. So, if you’re interested in providing real-time coaching insights and accessing next-generation analytics, Dialpad is a good option.

Entry-level features take the shape of call sentiment analysis, real-time text transcription, and built-in AI for call scripts. You can get agent prompts based on the context of live conversations to help serve customers in the most efficient manner possible.

dialpad-contact-center

With a specific focus on sales teams, Dialpad’s AI suggestions can prompt agents to mention new products and identify the ideal time to close a deal. Its outbound calling solution also features AI, including smart call monitoring and call queues.

If AI isn’t your sole requirement, Dialpad also provides unlimited calling, number forwarding, and custom call routing options for those looking to check off the basics.

Customer Rating: 4.4/5

Customer Review:

“Made the switch from RingCentral after talking with Will, the sales agent who answered when I called. So far the service has been great, call quality has been fantastic, and I’ve even saved a bit of money.”

~Matthew Sherwood, Trustpilot review

4. CloudTalk

ProsCons
Specialize in CRM integrationLacks some omnichannel support
Native workforce managementInflexible pricing
No on-premises legacySlow communications process

CloudTalk provides high-quality call and CRM software integration with effective workforce optimization tools. It’s ideal for businesses that prioritize managing high call volumes and applying select treatments.

As the name suggests, providing a cloud contact center gives CloudTalk the advantage of avoiding any leftover on-premises baggage. Everything is scalable and flexible, promoting the benefits of consumable cloud technology.

Cloudtalk call monitor

CloudTalk offers AI routing and call prioritization capabilities, customizable call queue messages, and toll-free numbers. It’s geared toward enhancing phone support efficiency, making inbound calls work as hard as possible.

Its AI-powered conversational intelligence module aims to “amplify human potential” by automating repetitive tasks that would normally add hours of work every week.

Customer Rating: 3.7/5

Customer Review

“Tried the free trial, and felt like Cloudtalk could work for our small business. The free trial has ended, we wanted to explore packages and use them going forward. The customer service is terrible, I have made numerous inquiries and they have not got back to one, I assume this is because we are a small company and not a high ticket client. I did have an automated message saying their diary is completely full, just sounds very strange and could’ve been dealt with much better.”

~Jade, Trustpilot review

5. 8×8

ProsCons
Composable DIY approachComplex pricing
Co-browsing pioneerReliance on third-party hardware
Global calling coverageDifficult to set up

8×8 offers an integrated cloud communications platform that combines contact center, voice, video, chat, and enterprise API solutions.

Thanks to previous acquisitions like Jitsi, 8×8 has a more programmable feel to it, similar to CPaaS

Standout features include:

  • Omnichannel routing
  • Workforce engagement management
  • Speech and text analytics
  • Quality management tools
  • Co-browsing
  • Customer journey mapping

8×8 is an all-in-one, select-your-functionality cloud deployment that’s popular with prescriptive customers. The 8×8 pricing plan works well for large businesses with global calling needs and a generous budget.

It integrates with several CRMs and has competitive pricing for mid-market customers.

Customer Rating: 2.2/5

Customer Review:

“What started off as a bad experience has turned into one of fulfillment and appreciation. My review got me the help that I needed, a pair of fresh eyes on the case and a great resolution. We are very happy, especially since we really like the 8×8 app and all its functions.”

~Claire, Trustpilot review

6. Avaya

ProsCons
Long history of providing telecoms solutionsNew to cloud contact center market
Advanced reporting and analyticsComplex implementation
Large partner baseFinancial instability

Avaya provides omnichannel contact center support across a range of on-premises, cloud SaaS, and hybrid models. Each implementation option includes advanced reporting and analytics, CRM integration, and a standard set of traditional call center features.

As well as providing on-premises and hybrid solutions, Avaya now has a cloud call center (CCaaS) offering via resale agreements.

Avaya

Avaya’s contact center software gives your employees the tools they need to respond faster with greater insight, allowing them to engage and satisfy your callers.

Avaya comes with the safety of a longstanding telecoms player, and if you’re already invested in the Avaya ecosystem (phone system, handsets, etc.), you may get a discount.

Customer Rating: 4.1/5

Customer Review

“It’s a great call center product but could have better technical support. I like how great it can handle my call center needs and be versatile enough to do other items. The support is horrible; outage tickets take days.”

~Engineer in the IT services industry

7. Talkdesk

ProsCons
Advanced call routing and workflowsLack of enterprise case studies
Focus on automation and self-serviceExpensive add-ons
Easy implementationPoor support for lesser integrations

Talkdesk is a cloud-based platform predominantly used by support enterprises to enhance their customer engagement via the use of automation and AI. 

It supports multichannel communication (email, web chat, SMS, and social) and allows for workflow and interaction personalization.

Talkdesk

Related: Talkdesk vs. Five9: How Each CCaaS Platform Stacks Up

You get all your basic call center software features:

  • Agent dashboard
  • Call forwarding
  • Call queuing
  • Click-to-call
  • Predictive dialing
  • IVR
  • REST APIs
  • Call tracking
  • CRM software integrations
  • Call recording
  • Voicemail inbox

The platform is best known as a premium call center solution with easy implementation and comprehensive features for call centers. 

That said, a lot of customization is available, proving useful for larger customers with complex routing and multichannel needs.

Customer Rating: 2.9/5

Customer Review

“Good idea; really poor execution. Most things in life you usually end up needing support, or repair, I understand that. Your car, your house, computer, software, it happens. What is not acceptable is how long it takes their support to even acknowledge an issue, much less resolve it. Counting down the months until our contract is over.”

~Kevin Williams, Trustpilot review

8. Genesys

ProsCons
Specialist in complex deploymentsNot easy to set up
Enterprise scalabilityConsiderable number of layoffs in 2024
Experienced in various compliance environmentsHigh upfront investment

Aimed at large enterprises and complex contact centers that need advanced features and customizations, Genesys specializes in on-premises and hybrid deployments for industries like finance and others with rigid compliance regulations.

genesys contact center software

Genesys offers scalability as a main selling point, boasting 1,000+ agent clients, including Vodafone and Sodexo. 

You get omnichannel support, advanced self-service features (chatbots, voicebots, and knowledge bases), and integrations with enterprise-level applications. If you’re rolling out at scale, consider Genesys for a complex, hybrid deployment.

Customer Rating: 4.6/5

Customer Review

“Genesys has been a great provider, who is always willing to provide support and resolution, and provides excellent resources to assist in our growth and use of the system.”

~Team leader in the education industry

9. Aircall

ProsCons
Variety of inbound call treatmentLimited out-of-the-box integration
Quick to deployLack of omnichannel support
Easy to useNo enterprises features like SSO

Aircall focuses heavily on providing inbound call management to small businesses and startups looking to manage high call volumes without compromising on quality.

It includes call routing, IVR, call recordings, transcriptions, and collaboration tools for agents. You get CRM integration with major apps like Salesforce, HubSpot, and Zendesk and a quick-to-deploy, easy-to-use agent app.

Aircall dashboard

Aircall’s pricing is attractive if you’re looking for premium call handling without the major expense of enterprise features including omnichannel, open API access, or single sign-on.

Customer Rating: 3.6/5

Customer Review

“Very easy to use and to adapt to the needs of our company. API is easily integrated. It doesn’t have complicated user manuals which makes it very easily applicable for larger firms where you have a range of employees who vary in their digital capabilities.”

~Marijke Christiaens, Trustpilot review

10. NICE CXone (formerly InContact)

ProsCons
Advanced AI agent supportHigh initial investment
Experienced in complex deploymentsLong time to set up
Specialist in enterprise implementationsNo underlying calling platform

NICE is another contact center vendor that’s launched its own generative AI and assistant-style modules. Its most recent innovations, Enlighten Copilot and Enlighten Autopilot, are pioneering the charge for automated companions for contact center agents. Agents can ask questions and get feedback on tasks they carry out.

NICE CXone agent view

This is all in addition to a robust set of features, like omnichannel routing, workforce optimization, and AI analytics.

NICE can also provide professional services, business consulting, and contact center training, making it a popular choice for enterprise contact center software or major technical deployments.

Customer Rating: 4/5

Customer Review

“Incontact is great at handling multiple contact methods. In addition to calls our agents also handle chats and emails. This helps balance the workload and keeps them busy during slow points of the day. This is all done within a single interface. The studio program is also easy to learn so adjustments like seasonal promo messages and hold music can be changed as needed.”

~Benjamin Brimhall, Trustpilot review

11. RingCentral

ProsCons
Single platform for voice and contact centerExpensive add-ons
New AI conversation intelligence platformCore plan lacks advanced analytics
Strong network interconnectsLimited storage

RingCentral is a well-known communication platform with features that include push-to-talk, team messaging, and video conferencing for internal collaboration. Its contact center platform offers whisper coaching, call routing, and IVR among other features and supports multiple channels, including email, web chat, SMS, and social media.

In 2023, RingCentral unveiled RingSense to bring conversation intelligence to its platform. Using generative AI technology, RingSense makes it possible to:

  • Automate customer follow-ups.
  • Automatically score calls based on sentiment and tone.
  • Track keywords (like competitor names) to see how often they get mentioned.
  • Create two-way information exchanges between RingCentral and Salesforce, Hubspot, Zoho, Google Calendar, Microsoft Outlook, and other virtual meeting providers.

RingCentral has connectivity agreements with major vendors to make large-scale networking to contact centers a smooth process. If you’re a multi-location business using an SD-WAN backbone, RingCentral can bring everything together.

Customer Rating: 2.3/5

Customer Review

“If in the UK, call the London RingCentral number and they can sort technical out. However, the chatbot is useless and the cases never get answered. Also, if provisioning a new phone, you must plug it directly into the router to program, will not work through a switch.”

~John Spence, Trustpilot review

12. Broadvoice

ProsCons
Different solutions for business sizesPublicly against self-service
Specialist in business process outsourcingConfusing messaging
Simple to set upLack enterprise features

Broadvoice has a major push on putting the service back into customer service, even taking a dislike to self-service on its home page. It has a call center solution for small and medium businesses and an omnichannel contact center suited to larger businesses.

If you’re looking for scalable, basic-level contact center software, Broadvoice provides everything you need without the bells and whistles.

Also specializing in business process outsourcing, Broadvoice claims its solution is designed specifically for those operations.

Managing multiple customer bases is a unique challenge, so Broadvoice is one to check out if you’re tasked with doing so.

Customer Rating: 4.1/5

Customer Review

“When there is an emergency situation, I am able to text all tenants at one time. Love it!!! When we had to turn the water off to the entire community for a repair, everyone was notified at the same time.”

~Antonia, Consumer Affairs review

13. Cisco Contact Center (Webex)

ProsCons
Long telecoms historyImmature cloud contact center product
Single platform for calling and contact centerLacks of modern UI despite facelift
Strong partner and integration programsComplex licensing and upgrades

Cisco’s collaboration and contact center products have undergone a recent facelift, and its cloud offering now falls under the Webex umbrella.

The well-adopted platform supports call routing, omnichannel routing, integrations, and a management portal for creating customer profiles, segmentation, and resource monitoring.

cisco-webex contact center

More recent additions include generative AI components like Cisco AI Assistant for Webex Contact Center, which identifies instances when an agent faces difficulties with clients or productivity. The assistant recommends breaks as needed and aids agents by providing automatic answers to customers’ questions in real time. 

Webex can also generate automatic call summaries to reduce manual workload and provide supervisors with insights for enhanced mentoring and support.

Customer Rating: 4.4/5

Customer Review

“Implementing Contact Center wasn’t terrible. It is the issues that were discovered after implementation that are causing headaches for staff in the organization.”

~Administrator in the health and biotech industry

14. Salesforce Service Cloud

ProsCons
Integrates into rest of Salesforce stackExpensive for small businesses
Strong integrations across SFDC and othersHigh upfront cost if not an existing customer
Excellent document and information sharingNo underlying calling platform

Run by one of the world’s largest companies, Service Cloud helps businesses manage and resolve customer issues. If you’re a heavy Salesforce user for marketing and sales, it’s a logical step to retain all your customer history for future technical support.

You get case management tools, omnichannel support, a built-in knowledge base, and a variety of automation and analytics that we’ve come to expect from Salesforce.

salesforce-service-cloud-contact-cemter-software-solution

If you’re already using Salesforce, Service Cloud can represent a significant cost saving, as you’re adding another license to an existing platform.

You’ll get a unified interface for a customer’s entire journey, which can track their first entrance to your company website through to their first support ticket and every time their renewal comes around.

Customer Rating: 4.3/5

Customer Review

“Salesforce has been a great tool for us. Not only does our Sales team use it every day but so do our Marketing and Supply Chain teams. I especially enjoy how easy Salesforce works with multiple BI platforms outside of their owned platform. Thankfully we’re able to connect Salesforce to a BI tool that gives us a lot of control which allows our teams to dive deeper into our data for faster insights.”

~Senior Business Intelligence Analyst in the manufacturing industry

15. Ringover

ProsCons
Unlimited international callsLack of support for lesser integrations
Robust basic call routingLesser omnichannel functionality
Specialist in sales and recruitmentLack of contact center market exposure

Ringover is cloud-based software mainly used by small and medium-sized businesses. It offers unlimited international calls to various destinations and has robust basic voice call capabilities. The platform also includes advanced routing features for enhancing call efficiency.

With a focus on sales and recruitment, Ringover integrates with specialist CRMs like Bullhorn, TextUs, Sense Messaging, and Loxo.

Ringover

For teams that wish to get set up quickly, Ringover boasts that you can get going in minutes. If you spend a little extra time (and money), Ringover supports emails, SMS, and social media.

At the top level, you get AI features like real-time transcription, predictive analytics, and radio coaching. 

Customer Rating: 4.1/5

Customer Review

“It works as expected. As a softphone, it has all that you need to handle calls in a call center environment. Also they have the client available for web, for windows, Linux and mobile. That is awesome. I like all the filters available, that helps me find some call recordings easily. A couple of months ago, they had some tech issues that interrupted the service. That had happened sometimes during this year. I hope they can improve that.”

~Ariel Dionicio, Customer Support Specialist and Content Moderator at Job Today

10 Contact Center Software Features You Need

When evaluating contact center software, it’s important to break through the noise and find features that specifically enhance your business.

Here are 10 modern contact center features that can futureproof your sales and support teams.

1. Omnichannel support

Omnichannel integrates your voice and digital channels and provides agents with a holistic view of all interactions. Rather than managing customer interactions on a call-by-call (or email-by-email) basis, agents can see the bigger picture.

Be it web chat, email, or social media, the agent who just picked up the phone can access everything they need, so your customers don’t have to explain themselves over again.

FunctionalityMultichannel Contact CenterOmnichannel Contact Center
Support for multiple channels
Intuitive switching between communication channels
CRM integration for relevant customer data
Real-time insights on customer activity
One team to handle requests across all channels

The key difference between multichannel and omnichannel is the seamless transition between channels for customers and agents, ensuring consistency in customer service​​​​.

omnichannel vs multichannel

2. CRM integration

CRM integration is the process of stitching your contact center software together with your most used customer information system. It enables smooth and consistent customer experiences by ensuring agents have the necessary information to resolve queries effectively​​​​.

Seamless integration with CRM systems is a basic need for most contact centers. How many aren’t using a CRM of some kind, after all?

With deepened access to enterprise contact center software from higher pricing tiers, you can expect better data utilization and customer history tracking.

Nextiva provides integration with the following enterprise CRM platforms:

  • Salesforce
  • Microsoft Dynamics
  • HubSpot
  • Zendesk
  • Zoho
  • Oracle Sales Cloud
Nextiva integrations

3. Skills-based call routing

Skills-based routing uses customer input (via IVR systems) to connect inbound phone calls to agents with specific skill sets needed to assist the customer.

On the back end, admins assign skills to agents so your phone system or contact center software knows which agents to route incoming calls to.

The end result? Customers get to the right place every time, and agents deal with issues they’re best qualified to handle. As a direct result, you can expect an increase in first call resolution and lower average handle time.

How to improve FCR

4. Call recording and monitoring

Call recording is essential for quality assurance, training, and compliance purposes. Whether you need to take payments without storing card details or you want to create a formal quality assurance program, call recording is a must-have feature.

What separates the best call center software from run-of-the-mill programs is what you can do once those calls have been recorded.

Call recording is more than just a storage facility. Features, including monitoring and sentiment analysis, enable real-time tracking and reporting on customer satisfaction and agent performance​​​​.

Feeding into a wider improvement program, when you provide value-enhancing interactions, there’s an 82% probability that your customers will remain loyal when presented with an opportunity to switch. 

5. Analytics and reporting

Included with all contact center software is some form of reporting based on the data you collect. Contact center software can track everything that happens in your department and turn it into data insights. This applies to both real-time and historical call analytics.

Make sure your chosen software includes standard call center metrics, including:

But also factor in more outcome-focused metrics:

Contact center reporting has improved by leaps and bounds. You can now report on channel mix and agent utilization rate, not just call time. 

Moving to an all-encompassing reporting package allows you to use the data you’re generating to inform business decisions and improve operational efficiency.

Nextiva voice analytics

6. Interactive voice response 

Interactive voice response directs customers through an inbound call center via voice or keypad inputs, offering self-service options and facilitating efficient routing.

Instead of connecting to a receptionist or routing to any agent and then needing to be transferred, callers can use an IVR to get through to the right person (or system) every time.

For example, if a customer wants to pay a bill, they don’t necessarily need to speak to a human. Instead, they can choose the option to make a payment, identify themselves with their account number and security details, and then make a PCI-compliant payment.

Likewise, if a caller needs to speak to an agent in a specific language or for a technical product, choosing the right options will direct them based on your pre-configured call flow.

How IVR works

7. Automatic call distribution (ACD)

ACD automatically routes calls to specific agents based on predefined criteria, enhancing the efficiency of call handling​.

When your business receives a call, ACD can recognize the caller and send them to your star agents via a VIP line. You might route customers who pay higher support rates to the front of a queue or to more qualified agents.

Modern cloud-based call centers let you distribute calls based on ANI, business hours, support level, and IVR selections. As a result, incoming calls reach the right agent or department quickly, without requiring the caller to dial a different phone number.

ACDs prevent unnecessary transfers by getting inbound calls to the appropriate agent using skill-based routing or other distribution methods. And since calls reach the right agent, handle times remain low with improved customer satisfaction.

8. Cloud-based flexibility

While not so much a contact feature but important nonetheless, VoIP technologies open the door to remote or hybrid work models. 

Your agents can access the same toolset and interface without compromising quality or productivity as their office-based colleagues. 

Assuming connectivity and workspace environment are sufficient, you can access contact center software via your web browser in any location. You can even take calls without any extra hardware.

9. Speech and text analytics

When you receive hundreds or thousands of calls and messages daily, it pays to analyze these interactions for insights into customer sentiment, trends, and compliance issues. 

By understanding, in real time or after the fact, how customers (and agents) feel during conversations, you can tailor coaching, schedules, and forecasting for your teams.

This functionality might be offered in-house or via a third-party solution.

speech analytics

Get access to the basics:

  • Geographical breakdown of where your calls come from
  • Stress levels per individual call
  • Agent performance throughout the day
  • Opportunities to upsell and cross-sell

Whatever happens in your customer interactions, you need to know what’s working and what’s not.

10. Predictive and power dialers

Dialers are outbound call center software specialized for sales, market research, and debt collection-type businesses. They improve efficiency in calling and managing customers and prospects.

Auto-dialer software comes in four different varieties:

Whichever you opt for, dialers automate the process of making outbound calls, improving efficiency and reducing labor costs.

predictive-vs-automated-auto-dialer

By removing misdials and introducing functionality like screen pop, dialers let agents spend time on what matters most: delighting customers, collecting payments, and generating leads.

How to Choose the Best Contact Center Software Provider

Outside of comparable features, it’s important that you find a provider who gets your business . Look out for these key characteristics when evaluating vendors on your shortlist.

Compatibility with your business needs

It goes without saying that anyone you work with must know why you operate a contact center and what’s unique to you.

Make sure to clearly define the capabilities you need from a contact center. These might be things you take for granted but are custom to your industry.

Consider basic factors like the number of agents, required tools, and level of support needed. But also engage stakeholders to discuss and detail even minor complexities so you can start planning from day one​​.

Contact Center Features

Scalability

Whether you’re an enterprise contact center with 1,000 agents or a small business with a single-digit team, being able to change at a moment’s notice is invaluable.

Choose a provider that can scale with your business as needed. Ensure that it’s easy to add or reduce lines and features, adapting to changes in demand. Some providers make this more difficult than others. But, in a cloud-first world, there should be little reason, other than contractual issues, to get what you want whenever you need it.

Related: Call Center Software for a Small Business: Overview & Key Features

Easy implementation

Look for a solution that’s easy to set up and doesn’t require extensive time or resources for implementation. Thanks to cloud technology and the advent of SaaS-style contact centers, almost any user, supervisor, or admin can get access within a few clicks.

Sure, configuring complex call flows and applying special treatment needs time and attention. And if you have bespoke needs that require extensive planning, you’re probably an anomaly.

But cloud-based contact center software typically offers quicker and easier setup compared to traditional systems​​​​. 

Seamless integration

Implementation doesn’t end at your chosen vendor’s own solution. Think about all the other business apps your contact center agents use daily.

Ensure your contact center software integrates well with your existing tech stack.

Think about:

  • CRM systems
  • Email programs
  • Collaboration apps
  • Workforce management tools
  • Bespoke line of business apps
  • Help desk and ticketing systems

Security and compliance

It goes without saying that all contact center software must be secure. 

voip-security-compliance

Verify that your chosen provider adheres to stringent security protocols and is compliant with relevant regulations, especially if you’re in a highly regulated industry like finance, healthcare, or legal services​​​​.

Make sure your next contact center purchase adheres to industry-specific guidelines as well as the basics, for instance, GDPR, HIPAA, or PCI DSS.

As standard, Nextiva ensures:

Quality of customer support

It’s not all that helpful to suggest you choose a provider with responsive and effective customer support. But finding out just how good your chosen vendor’s customer support is can be tricky.

Pro tip: Support is often one of the most-mentioned pros or cons in third-party review sites, so be sure to look out for a provider’s reputation when on these sites.

Scope out reviews on sites, including:

  • G2
  • Gartner
  • GetVoIP
  • Trustpilot
  • Trustradius
  • Deloitte Technology Fast 500
Nextiva ratings and reviews on Gartner

Check for credibility

No reviews or testimonials are red flags.

But simply adding a client or partner logo to a website is easy and can sometimes be misleading.

It’s worth researching your provider’s experience and expertise relating to your specific industry. If a provider has a full case study of someone in the same space as you, you’re in better hands than one without.

For example, if you’re a retail distributor, a contact center provider who only showcases finance companies on their testimonials isn’t much help in your decision process.

Common Contact Center Use Cases

Let’s get specific for a moment. Outside of the core technology, it’s important to match your type of contact center with the business objectives you want to achieve:

Sharing these examples with a contact center software vendor lets them demonstrate how their platform solves these needs. 

See Nextiva’s Contact Center Software in Action

When you’re tasked with finding your new contact center, it’s a lot.

The sheer size of this guide demonstrates that when researching, demoing, and trialing providers, there’s so much at stake, and it pays to invest the time and effort upfront.

While there are many choices and some niche use cases for certain providers, we’re confident that Nextiva is the choice for an AI-powered contact center for businesses of all sizes.

Nextiva has received countless awards for service and support and offers:

Related: Small Business Contact Center Software: Overview & Key Features

Scale up with an AI contact center.

The modern contact center has arrived. See how Nextiva helps you deliver the best customer experience at scale.

Contact center software market valuation source: Grand View Research

Contact Center FAQs

Can contact center software integrate with social media platforms?

Yes, many modern contact center solutions offer integrations with social media platforms, allowing agents to manage customer interactions on networks like Facebook, X (Twitter), and Instagram. This integration helps you respond to customer inquiries on social media without needing to manage each network in a silo.

How does AI influence contact center operations?

AI plays a significant role in modern contact centers, enhancing customer service through chatbots, predictive analytics, sentiment analysis, and automated call routing. AI can also assist in digital customer care by analyzing call patterns and customer feedback to improve service quality. 

Depending on your company’s appetite for change, data interpretation, and automation, there can be a large influence on contact center operations.

Can contact center software support remote or distributed teams?

Yes, cloud-based contact center software is particularly well-suited for remote or distributed teams. It allows agents to access the same system as office-based colleagues and handle customer interactions from any location with a stable internet connection.

How does contact center software handle high call volumes during peak times?

The best call center software can manage high call volumes through features like ACD, queue management, and call prioritization.

Inbound call center software like Nextiva can also provide announcements for customers while they’re waiting on hold. Some solutions offer callback options and self-service IVR systems to efficiently handle peak times without compromising customer service.

Are there options for personalized customer interactions in contact center software?

Customer profile access, history tracking, and tailored responses based on customer data are often included in cloud-based call center solutions. These features enable agents to provide more personalized and effective customer service. Generally, the more data and more interactions you have with a customer, the more personalized you can get. 

With the advent of AI in contact centers, you can use back-end data to apply even more personalization.

How do contact center solutions handle language and localization?

Many contact center software providers offer multilingual support and localization features to cater to a global customer base. This includes language-specific IVR menus, agent language skills routing, and integration with translation services. Check with a specific vendor to see if they handle your exact language and localization needs.

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ABOUT THE AUTHOR

Dominic Kent

Dominic Kent is a content marketer specializing in unified communications and contact centers. After 10 years of managing installations, he founded UC Marketing to bridge the gap between service providers and customers. He spends half of his time building content marketing programs and the rest writing on the beach with his dogs.

Posts from this author

Contact Center Compliance: How to Mitigate Risk

March 27, 2024 9 min read

Dominic Kent

Dominic Kent

If you leave your contact center exposed to poor governance, lax processes, or insufficient technology, expect fines, reputational damage, and even regulatory action requiring you to stop operating (in extreme circumstances).

Contact center compliance is no light matter. Thankfully, there are several contact center features designed to mitigate these risks and help you stay current with the risks associated with operating in different industries.

In this guide, we introduce the risks and explain how your agents can keep your contact center secure and adhere to compliance guidelines.

Let’s start by getting to know the different types of contact center compliance.

What Are the Different Types of Compliance in Contact Centers?

From HIPAA to PCI DSS to FINRA to non-discrimination compliance, let’s take a look at the different kinds of compliance when it come to contact centers.

HIPAA: Health Insurance Portability and Accountability Act

HIPAA isn’t just a best practice for healthcare call centers but a set of governing guidelines that every healthcare business must adhere to.

Therefore, HIPAA applies to contact center operations in the healthcare industry, including all health information providers, clearinghouses, and any niche businesses that conduct certain healthcare transactions electronically.

HIPAA doesn’t apply to:

  • Life insurers
  • Workers’ compensation carriers
  • Most schools and school districts
  • State agencies like child protective service agencies

To adhere to HIPAA compliance, agents must:

PCI DSS: Payment Card Industry Data Security Standard

The PCI DSS is one of those compliance guidelines that applies not only to all contact centers but also to any business that handles credit card payments. 

The PCI DSS dictates that contact center agents must:

There are four levels of PCI DSS your contact center may be subject to that relate to the number of card transactions you process each year:

  • PCI Level 1: six million transactions or more
  • PCI Level 2: one million to six million transactions
  • PCI Level 3: 20,000 to one million transactions
  • PCI Level 4: under 20,000 transactions

👀 Further Reading: Collecting Credit Card Payments Securely with Nextiva’s Advanced IVR

FINRA: Financial Industry Regulatory Authority

If you’re a contact center in the financial services industry, you’ll be subject to FINRA compliance. FINRA states that regulations are “dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets.”

Firms regulated by FINRA include:

  • Broker–dealer firms
  • Capital acquisition brokers
  • Funding portals

FINRA states that your agents must:

Non-discrimination compliance

Every contact center must adhere to non-discrimination compliance. This ensures that all agents, employers, and businesses don’t cast bias, favor, or judgment based on any of the following factors:

  • Race
  • Color
  • Religion
  • Sex
  • National origin
  • Age
  • Disability
  • Genetic information

Non-discrimination compliance requires agents to:

How Contact Center Agents Can Maintain Compliance

On the surface, it seems like maintaining contact center compliance should be easy. But a busy environment or agents who work unmonitored in various locations could expose your business to non-compliance.

Use these four methods to bulletproof your contact center from formal complaints and devastating data breaches.

1. In-depth training sessions

The more you know, the more you realize you don’t know. This isn’t just a clever statement from the Greek philosopher Aristotle but a relatable scenario in contact centers.

Providing regular training to agents and supervisors won’t just make sure they’re always up to date on relevant regulations. It’ll also uncover areas of weakness and uncertainty. For example, if you exceed your transaction limit and are now subject to a new PCI level, a supervisor may flag this and communicate it to the group.

Banks like JPMorgan Chase, Wells Fargo, and Goldman Sachs invest in compliance training to ensure that employees understand financial regulations, applicable laws, and other industry-specific compliance requirements. These all help them adhere to a variety of contact center compliance guidelines and avoid massive penalties.

Likewise, new agents may be unsure about certain terms that are/aren’t allowed when addressing different customers. Always collect feedback following your training sessions to stay on the ball.

Google states that it offers rigorous compliance training to its employees. These cover areas like:

  • Ethical behavior
  • Legal requirements
  • Company policies

Another area of focus is data security training, which we’ll cover in the next section.

2. Data security

Agents must be familiar with company data security protocols and follow procedures for handling sensitive customer information. These may apply to US laws like the California Consumer Privacy Act or European laws like the General Data Protection Regulation.

Agent protocols and procedures involve confirming caller’s identities and multi-factor authentication for internal tools. 

But some aspects aren’t the responsibility of agents. Contact center management and IT are in charge of:

  • Data masking (e.g., hiding credit card details when customers enter them)
  • Encrypted phone calls (where relevant)
  • Regular compliance audits
  • Formal incident response plans
  • Contact center software updates

Non-compliance with these rules or even a small blip in procedure can lead to significant consequences. Non-adherence to any contact center compliance can carry fines or suspension, even if it only happened once.

3. Customer interactions

When dealing with customers, agents must know what personal data they can and can’t collect or ask for. Asking for phone numbers, bank details, and other personally identifiable information must only happen after you’ve gained explicit consent. 

Note: You need this to adhere to the Telephone Consumer Protection Act.

Even if callers offer these details themselves, your business is responsible for ensuring customer data is retained (with permission) or deleted, as appropriate. You must also pay specific attention to do-not-call lists to avoid impacting customer loyalty when people have opted out, which may include manual entries into CRMs or automatic capture when recording calls. 

At the start of any call or omnichannel interaction (web chat, email, SMS, etc.), agents must verify the customer’s identity before accessing sensitive information. Failure to do so may allow unauthorized parties to access customer accounts and information.

Ensure all call center agents adhere to verification and identification procedures by following a strict quality assurance process.

Call center quality assurance criteria

During calls, ensure agents avoid making discriminatory remarks or offering biased advice. Avoiding these comments should tie into your regular training plans and education initiatives. 

It also pays to keep a list of common phrases that are required in order to maintain contact center compliance.

Here are several examples to consider:

  • “All our calls are recorded for training and monitoring. Is that okay with you?”
  • “Do you agree with us keeping your information on record?”
  • “Is it okay if we use that email address/phone number for marketing purposes?”
  • “Would you like to opt in to receive further updates?”
  • “Do we have permission to use that contact number for billing?”

4. Record keeping

By accurately or automatically documenting customer interactions according to company guidelines, you stand the best chance of having high-quality data and information. Relying on manual data input or agents updating records hours after a call leaves you open to error and misinformation.

When updating existing records, make sure only authorized personnel can make changes to call recordings, transcripts, notes, and other vital information.

If you have specific regulations for data retention, make sure you follow these instructions to the smallest detail. If agents, supervisors, or admins are unaware of even the tiniest bit of information that applies to certain transactions, incorrectly changing a record could have major repercussions.

How Contact Center Technologies Strengthen Compliance

Almost every contact center must abide by some guidelines or governing body. That’s why we see plenty of features that help you stay compliant.

Call recording

Call recording provides a record of interactions for review, ensuring agents followed proper procedures and adhered to regulations. 

You can make evaluating random or targeted calls part of your quality management procedure to make sure agents are using the right scripts, asking customers to pass identity and verification, and pausing recordings when capturing credit card details.

In the screenshot below, see how Nextiva offers a Pause/Resume function to keep you PCI compliant when handling payments.

pause-resume fuction

You can also use call recording for compliance audits and investigations. If there is an incident and you need physical evidence that you adhered to contact center compliance, your call recordings are there to keep you safe.

Disposition tracking

When your agents use disposition codes to flag the type of call, this enforces consistent categorization of calls based on the nature of each customer interaction. Not only is this helpful for knowing why customers are calling you, but it also helps identify areas where compliance might be at risk. 

For example, a high number of abandoned calls in a telemarketing calls setting might raise pressure-selling concerns. When this gets flagged on a disposition report, you can investigate potential issues and get ahead of compliance concerns.

Call recording and speech analytics within the call center.

Agent workflows

Sticking to contact center compliance is simple if agents have a step-by-step process for complex procedures.

Identity and verification procedures at the start of a call could follow a three-step compliance checklist:

  • Ask for the caller’s name and account number
  • Verify the account with a passphrase, address information or phone number
  • Confirm a unique transaction on their account for extra security

These tactics are commonplace when customers forget their online banking password. For example, to verify that a caller is who they say they are, they must confirm the date and amount of one of their last transactions.

Even a process as simple as this reduces the risk of missing crucial compliance steps during calls and ensures consistency in handling sensitive information.

With new and even seasoned agents, it’s not uncommon to see sticky notes, posters, or wall cards with frequently used processes in an office.

Consider using automatic number identification (ANI) to speed up identity verification.

AI-powered coaching and reminders

In the era of contact center AI and automation, there are some simple agent assists you can introduce. An AI assistant can help coach agents through sensitive data handling scenarios and flag reminders when they’re going off script.

AI analyzes call recordings in real time to identify potential compliance issues like using discriminatory language or failing to mention required disclosures. When this happens, agents get an on-screen notification, and AI can inform supervisors so they can take over the call.

AI analyzes call recordings in real time to identify potential compliance issues

After the event, these calls are flagged for review. You can use good and bad calls to train new agents by removing theory and introducing real-world scenarios.

AI-assisted call auditing and recording

AI can also help by scanning call recordings for keywords or phrases that might indicate a compliance violation.

Using sentiment analysis and keyword recognition, you can flag calls for human review, prioritizing high-risk interactions and increasing audit efficiency.

speech analytics

This system removes the strain and potential for human error compared to manually checking call recordings, freeing up human reviewers to focus on complex cases.

It also comes with the bonus of tracking the customer experience. When callers use words indicating high emotion or stress, it can help you detect calls that need to be monitored for compliance reasons.

Maintain Compliance With Nextiva’s Secure Platform

Training, record keeping, and constant learning are crucial to maintaining contact center compliance.

Without these in place, you could be opening yourself up to more risks than you bargained for. 

Contact center platforms like Nextiva provide secure and reliable communications to every customer regardless of industry.

We limit some functionality for HIPAA-compliant accounts to protect private patient data. This helps businesses stay in compliance without making any changes.

In recent times, we’ve adjusted the following features:

  • Visual voicemail: disabled
  • Nextiva App: disabled voicemail replay functionality
  • Voicemail to email or text: disabled
  • vFAX: disabled functionality allowing the sending of faxes from an email (you can still view incoming faxes using a secure email link or by logging into your portal)

Nextiva also executes a Business Associate Agreement that addresses our covered services and states the privacy, security, and breach notification rules required for business associates under HIPAA.

Thanks to advanced call recording, our robust feature set also enables PCI DSS compliance. You can record all calls for training and monitoring and use the Pause/Resume function so card details aren’t recorded.

You can add specific data security measures and agent workflows because of our intuitive interactive voice recognition builder, ANI, and plenty of other features designed to keep you on track.

The call center solution teams love.

See why top brands use Nextiva to handle calls at scale. Easy to use. Fast setup.

ABOUT THE AUTHOR

Dominic Kent

Dominic Kent is a content marketer specializing in unified communications and contact centers. After 10 years of managing installations, he founded UC Marketing to bridge the gap between service providers and customers. He spends half of his time building content marketing programs and the rest writing on the beach with his dogs.

Posts from this author

If you currently focus on inbound or outbound calls only, you could be missing out on the benefits of a blended contact center, including:

  • Improved customer experiences
  • Boosted agent productivity
  • Optimized operational efficiency

… And that’s just the start.

In this blog post, we aim to arm you with everything you need to know about blended contact centers.

So, if you’re curious about what you’re missing out on, you’ve come to the right place.

What Is a Blended Contact Center?

Blended contact centers handle both inbound and outbound customer interactions to offer ongoing support and proactive service.

This means agents can:

  • Receive inbound calls, emails, chats, social media messages, etc., from customers seeking support, information, or sales.
  • Initiate outbound calls for proactive customer support, sales pitches, follow-ups, or surveys.

When these interactions are combined, call center agents have a wider remit, access to more customers, and the ability to work with the same customer multiple times. Rather than a prospect or customer returning a missed call and getting someone from a different team, customer journeys can be personalized by assigning reps to open tickets.

This means agents in a blended environment must have a broader skill set, including:

  • Customer service expertise to handle inquiries and troubleshoot issues.
  • Sales knowledge for outbound calls promoting products or services.
  • Communication skills to interact across various channels.

In a blended contact center, you can turn on as much or as little functionality as you choose, such as basic two-way calling or full omnichannel capabilities.

Key features of a blended contact center

The main features of a blended contact center are specific to inbound and outbound needs, as well as adding new contact channels.

Optimizing inbound calls

You can optimize inbound calls using automatic call distribution (ACD) and interactive voice response (IVR), which route incoming calls to available agents based on skill or workload.

You can distribute calls based on caller ID, business hours, support level, and IVR selections, allowing inbound calls to reach the right agent or department quickly and without the caller having to dial a different phone number.

Imagine a customer calling about a specific appliance at a big-box store. ACD can identify keywords and use call routing to find an agent familiar with that product line, ensuring expert help on the first try.

Optimizing outbound calls

You can use auto-dialer software to improve the efficiency of your outbound campaigns. You can automate outbound calls, increasing efficiency and minimizing agent idle time.

When you start using an auto-dialer:

  • Misdials become a thing of the past
  • Bad contacts get archived
  • Missed calls go back into the queue

Agent productivity skyrockets because no time is lost due to manual error, as the manual tasks have been removed.

There are four different types of auto-dialer:

Related: Outbound Dialers: Benefits and Essential Use Cases

Introducing new contact channels for customers

Unify customer interactions from all channels into a single interface for agents using an omnichannel contact center, which will mean customers can contact you via:

  • Phone
  • Email
  • Web chat
  • SMS
  • Social media

Agents can respond to incoming messages and calls while maintaining a holistic view of every interaction the customer has had with other agents.

If your customer called yesterday and is now following up via web chat, there’s no need to ask them to repeat their query and start over. Your agents can see the call transcript, call notes, and anything else you choose to link from your CRM.

Omnichannel enables two-way communication. Rather than just receiving emails or chats, empower your most suitable agents to respond efficiently on your customers’ channel of choice.

Now we know the key features of blended contact centers, let’s translate them into benefits.

What Are the Benefits of Having a Blended Contact Center?

You’ll have access to both inbound and outbound capabilities, but what can you expect to gain from them?

Improved customer experience

Boosted agent productivity

Optimized operational efficiency

What Are the Challenges of a Blended Contact Center?

While blended contact centers offer advantages, they also come with a set of obstacles to overcome. The good news is they can be overcome. But it’s important to flag them so you know what you’re signing up for.

More in-depth training required

If you run an inbound- or outbound-only call center, you’re asking agents to learn new skills when moving to blended.

It’s not so much about learning how to answer the phone if they’ve been making calls for two years. It’s more about soft skills like dealing with customer issues, practicing active listening, and showing empathy. When customers initiate contact, it’s because they need something from you. A different set of communication skills is needed to deal with incoming calls.

3-ways-convey-empathy

The reverse is also true. Calling customers or prospects who aren’t expecting your call isn’t as easy as saying, “Hello, how can I help?” As you’re interrupting their day, you need a different approach. You need to create urgency and value right from the start.

If you plan to add new channels like email, web chat, and social media, consider the new interfaces agents will need to learn. For example, if an agent isn’t a skilled typist, they may need to work on their written communication skills before leveling up to deal with multiple channels.

Workload management can be challenging

Balancing inbound volume and outbound demands and managing new communication channels can be tricky at first. It’s important to drip-feed new functionality to agents so they don’t become overwhelmed.

Your outbound agent will be more than happy doing their “normal job” but may struggle when asked to handle customer complaints for the first time. If you’re asking them to troubleshoot an issue with a customer’s banking app, they need sufficient training before being asked to handle those calls.

You’re subjecting them to a new call center environment, so make sure you plan for the following:

  • Product training
  • Instruction using examples of good calls
  • New interface training
  • Role-play scenarios

Murky performance tracking

You can’t just give agents new responsibilities and hope for the best. Introducing a blended contact center is the perfect time to get your contact center reporting in order.

Think about agent productivity metrics like:

  • Occupancy rate: The percentage of time agents are actively engaged in customer calls or other tasks.
  • Average after-call work time: The time spent documenting or completing tasks after a call.
  • Adherence to schedule: The percentage of time agents are available to handle calls.
  • Transfer rate: The percentage of calls transferred to another agent or department.
  • Resolution rate: The percentage of interactions in which the agent successfully resolves the customer’s issue.
  • Average handle time: The average time, measured in minutes and seconds, that call center agents take to handle customer phone calls and other inquiries.

In a best-in-class blended contact center, expect the following as standard:

  • Real-time graphs and individual agent performance reports for team managers.
  • Call reports about contact reasons, dispositions, and customer satisfaction.
  • Staffing forecasts and team activity reports for contact center managers.
  • Customer experience KPIs and reports that support your strategic goals.

Resistance to change

When anyone, not just contact center agents, is asked to do something new, you must expect pushback.

Transitioning agents and supervisors to a blended environment requires clear communication and support, as well as motivation. 

Start by describing why you’re asking for these new roles and responsibilities. Explain how they will benefit your company and customers and how they can potentially advance your employees’ careers.

Implement adoption and training incentives (similar to traditional contact center gamification techniques) to inspire staff to excel during training and maintain these new skills when dealing with customers.

Gamification outcomes

Managing expectations when shifting to a blended environment and making sure your agents are motivated (monetarily as well) to exceed performance are imperative to the success of your blended contact center, while the opposite, effectively demanding that agents start a new job, can have a severe negative impact. If an agent becomes upset, their motivation and productivity will drop. 

Losing an unhappy agent further down the line results in the cost and extra time required to recruit and train a new agent. You could find yourself in a vicious circle unless you address the root causes of this turnover

Note: This sentiment also applies when you plan to start a new call center. Failing to prepare is preparing to fail.

Interested in a Blended Contact Center? Look No Further Than Nextiva

If you need to transform your organization to one that handles both inbound and outbound calls, blended is the way to go.

By incorporating two-way communications, you improve customer experience, boost productivity, and upskill agents. You’re also optimizing operational efficiency, making blended agents more valuable, and contributing more to your bottom line.

What’s more, introducing omnichannel capabilities will delight your customers. Instead of waiting in a call queue every time they need to get hold of you, open up self-service options like web chat and provide asynchronous options like email and social media. 

Placing your customers on hold until you’re ready is a thing of the past, as is asking them to repeat what they already told another agent on another contact channel.

When moving to a blended environment, you need all the key features in a single platform, which will mean: 

Nextiva makes this easy with its contact center solution designed for those who want to run a blended contact center without hassle, interruption, or barriers to adoption.

See why millions trust us daily.

Get all your conversations in one platform with Nextiva’s blended contact centers solutions.

ABOUT THE AUTHOR

Dominic Kent

Dominic Kent is a content marketer specializing in unified communications and contact centers. After 10 years of managing installations, he founded UC Marketing to bridge the gap between service providers and customers. He spends half of his time building content marketing programs and the rest writing on the beach with his dogs.

Posts from this author

AI assistants are catapulting how businesses interact with customers, and intelligent virtual agents are at the forefront. This software mimics human conversations to interact with customers and helps businesses scale their teams, resolve customer issues faster, and drive better customer experience.

In this article, we’ll learn more about intelligent virtual agents, explore some of their key features and use cases, and show you how you can also use them to improve your customer experience.

What Is an IVA (Intelligent Virtual Agent)?

An intelligent virtual agent (IVA), also called an intelligent virtual assistant or AI assistant, is a software program that uses artificial intelligence, natural language processing, and machine learning to provide automated and personalized assistance to users. These virtual agents can understand and respond to user requests, perform tasks, and make recommendations, simulating human interactions.

While virtual agents are sometimes confused with chatbots, they’re significantly more advanced and provide a critical level of service for many businesses.

Unlike traditional chatbots, which are limited to pre-programmed responses, IVAs use conversational AI to better understand the context of customer queries and enable more personalized and natural interactions.

IVAs can handle complex questions, examine multiple data sources, and tailor answers to the conversation’s context.

How IVAs Work

Intelligent virtual agents combine various technologies to understand user input, process information, and provide appropriate responses.

When a user interacts with an IVA, the NLP engine parses the query, identifies keywords, and extracts meaning.

This information is then fed into the AI core, which uses its knowledge base and machine learning capabilities to determine the most appropriate response.

The IVA can then deliver helpful answers, complete tasks, or even escalate complex issues to human agents.

How call flows through an IVA
Smart call routing via IVA

An intelligent virtual assistant in action

Scenario: A customer interacts with a banking IVA to check their account balance.

Customer: “Hey, can you tell me my current account balance?”

The IVA processes the user’s input using NLP, recognizes the intent as “check_account_balance,” and identifies the relevant entity as the customer’s account.

It then retrieves the account balance from the banking system and generates a natural language response: “Your current account balance is $1,500.”

The IVA logs this interaction for continuous learning and improvement, and if needed, it can handle follow-up questions or provide personalized assistance by integrating with external systems securely.

Benefits of Using Intelligent Virtual Agents

Adopting IVAs offers businesses a variety of benefits.

Virtual agent benefits

Virtual Agents Use Cases and Examples

Many businesses now use intelligent virtual agents to improve customer service, generate leads, and provide IT support.

Top uses of virtual agents

IVAs can answer frequently asked questions, troubleshoot technical issues, track order status, and even facilitate returns.

When it comes to sales support, IVAs can aid in lead generation, qualify leads, answer product inquiries, offer personalized recommendations, and schedule appointments with sales representatives.

A virtual agent can also easily perform software updates, password resets, and simple IT support troubleshooting tasks. It can collect information and create a ticket for more complex requests, reducing the burden on IT teams.

Here are some specific examples of popular businesses using intelligent virtual agents:

IVAs vs. Other Virtual Assistants

IVAs are part of a broader landscape of AI-powered solutions used in customer service and other business processes. It’s important to understand how it’s different from these key technologies so you can choose the right solution for your business.

Chatbots. Chatbots are relatively simple and typically answer basic questions or provide links to relevant information. They follow pre-programmed rules and cannot understand the context of a conversation.

Virtual agents are more sophisticated at simulating human speech, understanding customer intent, and answering real-time queries. You can also ask follow-up questions and forward chats to human agents if necessary.

A picture showing the difference between a chatbot and an intelligent virtual agent

Voice Assistants. Like IVAs, voice assistants like Siri, Alexa, and Google Assistant use NLP and machine learning to understand and respond to user queries. However, they’re primarily designed for voice responses and are often used for more general-purpose tasks like setting reminders or playing music.

Robotic Process Automation (RPA). RPA uses software “robots” to automate repetitive, rule-based tasks such as data entry or invoice processing. While RPA can help streamline back-office operations, it does not involve the same level of natural language interaction as IVAs.

Knowledge Management Systems. IVAs are often integrated with knowledge management systems that store information about products, services, and common customer issues. By connecting to these systems, IVAs can provide more accurate and up-to-date responses to customer queries.

Related: Conversational AI vs. Chatbots: Choosing the Best Solution

How To Implement Intelligent Virtual Agents

Creating and implementing an IVA requires careful planning and preparation. Here are some best practices for successful implementation:

While implementing an IVA can be complex and require significant resources, the benefits in terms of improved efficiency, customer satisfaction, and cost savings are substantial.

The Future of Intelligent Virtual Agents

As AI technology continues to advance, IVAs will become even more sophisticated and widely used.

More powerful AI algorithms will enable virtual assistants to carry on natural conversations with even greater fluency and emotional intelligence. This will further blur the lines between human and machine interaction.

Integrated with other technologies like virtual reality (VR), IVAs can create immersive customer experiences. Imagine a virtual assistant guiding you through a product demonstration in a VR showroom.

While IVAs will handle routine tasks, human agents will continue to play a crucial role in dealing with complex issues and building genuine customer relationships.

Getting an Intelligent Virtual Agent for Your Call Center

Traditional IVA implementation can be a tangled mess of business needs, customer preferences, system integrations, and scalability concerns.

Nextiva cuts through the complexity with a comprehensive and innovative solution.

Our advanced IVR powered by conversational AI seamlessly integrates with our contact center software. This powerful combination helps you offer personalized service, maintain constant customer contact, and automatically optimize agent scheduling based on fluctuating call volume patterns.

But Nextiva’s support goes beyond the technology. Our dedicated team helps you find the perfect IVA configuration, tailored to your unique business needs.

Don’t let the challenges deter you. By prioritizing your needs, aligning with customer preferences, and ensuring smooth integration, you can unlock the benefits of IVAs.

Remember, it’s a strategic decision. Invest wisely and reap the rewards of improved service, efficiency, and growth.

Ready to give Nextiva a try?

Talk with an expert to unlock more business growth with IVAs.

ABOUT THE AUTHOR

Alex Doan

Alex Doan is an experienced senior marketing professional specializing in propelling growth for both B2B and B2C companies. Proficient in streamlining marketing operations for seamless sales transitions, utilizing analytics and consumer insights to achieve measurable outcomes. Committed to enhancing lead and customer experiences through effective journey mapping.

Posts from this author

Choosing a VoIP provider for your business is like finding the perfect pair of shoes. It must fit perfectly, providing comfort and functionality every day. Nextiva and RingCentral are the Nike and Adidas of the VoIP world, each offering similar functionality with a unique approach.  

But, when it comes down to deciding between the two business phone services, which one is the best? Is it Nextiva for its all-in-one communication features, or does RingCentral’s global reach give it the edge?

Our guide compares each platform to help you make the right decision for your business. While we believe Nextiva is better in many ways, there are a few reasons why RingCentral could meet your business needs.

At a Glance: RingCentral RingEX vs. Nextiva VoIP

FeatureNextivaRingCentral RingEX
Monthly price
(20–99 users)
Starts at $18.95 per userStarts at $20.00 per user
Ease of use (G2)8.7 out of 108.4 out of 10
Ease of setup (G2)8.3 out of 107.7 out of 10
Quality of support (G2)9.0 out of 107.8 out of 10
Video conferencingUp to 250 participants per meetingUp to 100 participants per meeting
Communication channelsVoice, text messaging (SMS), video conferencing, team messaging, internet fax, social media, voicemailVoice, text messaging (SMS), video conferencing, team messaging, internet fax, voicemail
Annual discountYes, approximately 27%.Yes, approximately 33%.
Reliability99.999% uptime99.999% uptime
Unlimited online faxIncluded on all plansAvailable on Advanced and Ultra plans
Included monthly toll-free minutes1,500+100
Screen PopsAdvanced: caller ID and multiple fieldsBasic caller ID
Mobile AppiOS and Android apps with full-featured calling, messaging, and video conferencing capabilitiesiOS and Android apps with calling, messaging, and video conferencing. Some advanced features may be limited on mobile compared to the desktop app
IntegrationsOutlook and Google Contacts, Additional integrations based on tierAvailable based on tier
Customer support24/7 email, chat, and phone supportPhone support and live chat

✅ Cost & value:

Nextiva is more budget-friendly. Essential bundle starts at $18.95/user/month with unlimited calling, video, and features. RingCentral costs slightly higher at $20/user/month (annual plan), but lacks extras like online faxing and toll-free minutes.

✅ Features:

Nextiva includes call recording, generous minutes, and various features for a competitive price while RingCentral may require additional fees for features like call recording, potentially increasing costs.

✅ Usability:

Nextiva has a user-friendly interface and mobile app for smooth communication and collaboration. RingCentral’s usability might not be as intuitive as Nextiva’s, especially for non-technical users.

✅ Choosing the right option:

Both Nextiva and RingCentral are strong Voice over IP providers, but Nextiva offers a more cost-effective solution with a user-friendly interface. It also generally receives higher reviews for its customer support quality and responsiveness. RingCentral might be a better choice if global reach & extensive integrations are crucial for your business workflows.

Nextiva vs. RingCentral VoIP Product Features & Pricing

Both RingCentral and Nextiva offer similar telephony features that appeal to business owners regarding call management features. However, there are a few instances where one service outperforms the other.

Nextiva Plans, Pricing & Features

With the Nextiva Essential plan, which is priced at $18.95 per user monthly, you get:

Let’s say you upgrade to the Nextiva Enterprise plan, you get everything for $32.95 per user monthly:

No matter your budget, Nextiva has a business communications platform that works for you.

RingCentral Pricing Plans & Features 

The RingCentral Core plan is $20 per user monthly ($240 annually, paid upfront) with slightly different features and more limitations. RingCentral Core plan includes: 

Nextiva offers the best value over RingCentral for businesses. All plans shown with lowest listed price on an annual plan.
Nextiva is the best value for businesses. All plans shown with the lowest listed price on an annual plan.

Related: RingCentral Pricing, Plans, & Feature Breakdown

However, if you opt for the Ultra plan at $35 per user monthly, you get pretty much everything they offer, with a few exceptions. The RingCentral Ultra plan includes: 

For pricing, Nextiva is the decisive winner here. However, RingCentral takes the lead when it comes to more features, but it will cost you. 

RingCentral vs. Nextiva Analytics

RingCentral also allows you to keep track of important KPIs and metrics. You can get reports like adoption and usage, organization numbers, quality of service, VoIP phone device status, and live reporting through the analytics portal provided by the solution.

Nextiva’s built-in business intelligence tool helps you make more informed business decisions, find hidden insights, and boost staff performance.

Real-time call center analytics dashboard

The Nextiva platform, in particular, has a real-time analytics tool that provides stats on everything in your contact center. You can also see the voice analytics data you need with Nextiva’s interactive maps and graphs.

Consider factors such as ease of use, customization options, and integration with other tools when deciding which platform’s analytics capabilities best suit your business.

Nextiva vs. RingCentral Customer Support

RingCentral lives under Nextiva’s shadow regarding its customer service, according to reviews on G2. For “Quality of Support,” Nextiva scored a 9.0, while RingCentral came in at a 7.6. And it’s not just the number of reviews — Nextiva has 2,202 customer reviews, while RingCentral has 683.

But if that wasn’t enough, Nextiva came out ahead on these G2 ratings

Nextiva vs. RingCentral - Reviews and Ratings from G2 — Nextiva wins in every category.
Nextiva wins in every category against RingCentral (G2)

And to be fair, RingCentral scored higher than Nextiva when it came to file sharing, IVRs, and automatic call distribution functions. 

Customer support availability

While you won’t need live customer support, you’d miss it if it wasn’t there. Nextiva offers 24/7 phone and live chat support Monday through Friday, 5 am to 6 pm MST. And on weekends, 5 am – 4 pm MST.

But not every request is necessarily a problem. If you want a second opinion or a few pointers on setting up your call flows or holiday scheduling, we’re happy to help you around the clock.

Nextiva serves you and your team well regardless of how you ask for help.

RingCentral has its own 24/7 customer service and professional onboarding, but no information on its pricing is published.

Nextiva vs. RingCentral Performance & Uptime

Nextiva and RingCentral claim to have 99.999% uptime and carrier-grade data centers, meaning you should never lose service for more than six minutes each year. But the proof is in the uptime reports.

RingCentral’s cloud architecture is built on two data centers to serve the United States. VoIP calls must travel thousands of miles if one data center gets congested or goes offline. And that means high latency and dropped calls.

RingCentral boasts two data centers for handling billions of minutes of calls every year.
RingCentral’s blog post about its data centers.

But Nextiva is different (for a good reason).

We’ve set up a redundant data center architecture across eight locations across North America. Each one is resilient against common network attacks and carrier route changes. This means Nextiva customers benefit from the highest uptime in the industry.

Nextiva Network - Eight Points of Presence and Data Centers around North America

Remember those uptime reports we mentioned… which one would you choose?

Nextiva uptime reports
RingCentral uptime history

Nextiva vs. RingCentral Screen Pops

Call Pop is a feature unique to Nextiva. This feature shows essential information about the caller on the screen before answering the phone and during your conversation. 

When a customer calls, Call Pop displays contact and critical account information, such as customer experience score, last survey score, account value, and last interaction sentiment.

Nextiva vs. RingCentral Screen Pops

RingCentral vs. Nextiva Setup and Usability

Both RingCentral and Nextiva offer self-service portals to get you started. They also provide phone support to help with configuration.

Nextiva may have a slight edge here as some reviewers mention their customer service being more attentive during setup. It also has a dedicated onboarding team that guides new users through the setup process step-by-step.

Both platforms emphasize user-friendly interfaces.

RingCentral focuses on clear navigation with large buttons for key features on their desktop and mobile apps.

Nextiva prides itself on an intuitive interface that makes complex features like call routing and voicemail workflows easy to manage.

RingCentral vs. Nextiva: Which Phone Provider Is Best?

RingCentral vs. Nextiva: Which Phone Provider Is Best?

An independent study of customer reviews by GetVoIP has determined that Nextiva has outperformed RingCentral in six categories: quality, installation, support, reliability, features, and price. 

Nextiva and RingCentral are excellent VoIP services and phone system solutions for any business. They both have enough PBX features to meet the demands of most companies. Besides, small businesses will benefit significantly from Nextiva’s volume, affordability, and long-term contract discounts.

Here’s where Nextiva stands out:

Choosing between RingCentral and Nextiva depends on your budget, unique needs, and which platform features are most important to you. Here’s a quick breakdown to help you decide:

Choose Nextiva if:

See how Nextiva works for yourself

Talk with an expert and see how easy business communications should be.

Choose RingCentral if:

Last updated: November 20, 2023.

ABOUT THE AUTHOR

Alex Doan

Alex Doan is an experienced senior marketing professional specializing in propelling growth for both B2B and B2C companies. Proficient in streamlining marketing operations for seamless sales transitions, utilizing analytics and consumer insights to achieve measurable outcomes. Committed to enhancing lead and customer experiences through effective journey mapping.

Posts from this author

Sick of flying blind in your call center? Call center analytics finally shed light on the call metrics that matter.

By capturing customer interactions, you can better improve operations and wow callers. We’re talking faster resolution times, happier customers, and growing revenue.

This guide has you covered. We’ll explore the critical call center data to track, how to pick the right software, and most importantly — how to act on data and insights to stand out from the competition.

Ready to turn your contact center into a competitive advantage? Let’s get started.

What Is Call Center Analytics?

Call center analytics refers to the collection, measurement, and analysis of key performance indicators (KPIs) and metrics within a contact center to optimize operations. Common KPIs tracked include average handle time (AHT), call volume, customer satisfaction scores, and average hold time.

However, call center analytics goes beyond surface-level metrics to provide insights into the customer experience and agent performance.

Using analytics tools and data, contact centers can identify opportunities to improve efficiency, boost revenue, and enhance customer relationships.

Modern contact centers are taking an omnichannel approach, supporting customer interactions across multiple channels like phone, email, live chat, and social media.

Omnichannel contact centers provide a comprehensive view of the customer journey across these digital and voice channels. This enables companies to connect data points to optimize routing, staffing, and the handoff between channels.

5 Types of Call Center Analytics

With the wealth of data available, call centers need to identify the most impactful analytics to guide operations and the customer experience.

Let’s look at the 5 most essential categories of call center analytics and how to use them:

1. Business intelligence

Customer relationship data such as revenue, churn risk, and past touchpoints provide your agents with insights into the business value of each customer.

crm with business intelligence

Understanding the full customer journey helps agents tailor their interactions and focus on the most valuable relationships.

Use business intelligence to prioritize high-value customers, offer personalized promotions, and identify those at risk of churning.

2. Interaction analytics

Interaction analytics provide real-time and historical data on contact center performance indicators like response times, abandonment rates, resolution times, and call transfers.

Nextiva voice analytics

Interaction analytics are great for identifying trends but can also be viewed individually to track agent performance.

Use interaction analytics to set performance goals, identify process bottlenecks, and track improvements over time.

3. Speech analytics

Speech analytics software automatically analyzes call recordings to identify positive and negative keywords in customer conversations.

speech analytics

While in the past, speech insights required a team to listen to and analyze hundreds of hours of conversations, today, you can automate the process with conversational artificial intelligence (AI) and machine learning.

Core Components of Speech Analytics

  • Sentiment Analysis. This technique analyzes the tone, stress, and emotional state of the caller and the agent. Sentiment analysis helps identify customer dissatisfaction, urgency, and other emotional cues that might not be explicitly stated.
  • Speech-to-Text Conversion. Speech-to-text technology transcribes audio into written text. This transcription enables further analysis, such as keyword spotting and topic classification.
  • Keyword and Phrase Detection. Speech analytics tools scan conversations for specific keywords or phrases that indicate customer needs, compliance issues, or service opportunities. This detection aids in categorizing calls and identifying trends.
  • Topic Classification. By analyzing the transcribed text, speech analytics can classify conversations into topics, providing insights into common customer issues, questions, or complaints.

Applications of Speech Analytics in Call Centers

  • Quality Assurance and Agent Training. Speech analytics provides objective data on agent performance, identifying areas of excellence and those requiring improvement. This information is invaluable for targeted training programs and coaching, ensuring agents meet quality standards and improve their interaction skills.
  • Customer Experience Improvement. Analyzing customer sentiment and feedback through speech analytics allows call centers to identify pain points and opportunities for service improvement. This direct feedback from customers is instrumental in enhancing products, services, and overall customer experience.
  • Compliance Monitoring. In some industries subject to regulatory compliance, speech analytics helps ensure that agents adhere to required scripts and disclose necessary information, reducing the risk of legal and compliance issues. 
  • Efficiency and Resolution. By identifying the reasons for calls and common issues, speech analytics enables call centers to address underlying problems, potentially reducing future call volumes. It also helps in developing more efficient resolution strategies for common queries.

Related: How to Use Conversational Analytics Software Effectively

4. Customer surveys

Customer surveys serve as a direct channel for gathering feedback on customer experiences, satisfaction levels, and expectations. This approach allows call centers to quantify and analyze customer sentiments, preferences, and potential areas for improvement.

Customer satisfaction survey

Components of Customer Surveys

Survey Types

  • Post-Call Surveys. Conducted immediately after a call, capturing the customer’s fresh impressions of the service received. They measure customer satisfaction (CSAT) and net promoter scores (NPS) to complement your other analytics.
  • Email Surveys. Sent to customers following interactions, offering a detailed feedback mechanism on their experience.
  • SMS Surveys. Utilized for quick feedback, these surveys are sent via text message and are beneficial for capturing immediate reactions.
  • IVR (Interactive Voice Response) Surveys. Automated phone surveys where customers respond to questions through voice or keypad inputs.

Question Formats

  • Open-Ended Questions. Allow customers to provide detailed feedback in their own words, offering insights into their thoughts and feelings.
  • Closed-Ended Questions. Include multiple-choice questions, ratings, and yes/no questions, facilitating easy quantification of responses.
  • Likert Scale Questions. Customers rate their agreement or satisfaction on a scale, typically ranging from very satisfied to very dissatisfied, which helps in measuring the intensity of their feelings.

Use survey data to recognize top-performing agents, guide coaching, and resolve common pain points.

Related: Customer Experience Analytics: How to Track and Improve CX

5. Predictive analytics

While most analytics detail past events, predictive analytics forecast future outcomes using machine learning algorithms. This predictive insight can significantly enhance decision-making, customer service, and overall efficiency.

For example, call volume forecasting optimizes staffing schedules to match projected demand. With predictive analytics, you can move from reactive to proactive optimizations.

Core Components of Predictive Analytics

Predictive analytics in call centers relies on several core components and techniques:

  • Data Mining. This involves extracting useful information from large sets of data. In call centers, data mining helps identify patterns and correlations in customer interactions, agent performance, and call outcomes.
  • Statistical Analysis. Statistical methods are used to understand and interpret data, providing a basis for predictions. This includes regression analysis, probability models, and other statistical tests that forecast future call volumes, customer behavior, and service needs. 
  • Machine Learning Algorithms. Machine learning enables predictive models to learn from historical data, improving their accuracy over time. Algorithms can predict customer churn, the likelihood of specific inquiries, and optimal responses to customer issues. 

Application of Predictive Analytics in Call Centers

  • Forecasting Call Volumes. By analyzing patterns in historical call data, predictive analytics can forecast future call volumes, helping in workforce planning and resource allocation to manage peak times effectively.
  • Enhancing Customer Experience. Predictive models can identify customers at risk of churn, enabling proactive engagement to address their concerns. Similarly, predicting customer inquiries and preferences allows for personalized service delivery, improving overall satisfaction.
  • Optimizing Agent Performance. Predictive analytics can forecast agent performance, identifying training needs and matching agents with calls where they’re most likely to succeed. This not only boosts agent morale but also enhances call resolution efficiency. 

Pros and Cons of Using Call Center Analytics

The benefit of analyzing calls is that you can scale your call center operation and achieve consistency. But over time, call center analytics has earned a mixed reputation.

Traditional call centers might still be measured by pure call times, handle times, and hold time alone.

Here are some pros and cons of using call center analytics.

ProsCons
Measurable: Numbers are easier to quantify than soft skills like “attitude.” There are dozens of meaningful metrics to track and interpret.Impersonal: Metrics, unlike the callers themselves, aren’t personalized to the customer needs at hand. Some call center performance metrics discourage building rapport.
Integrated: Most cloud contact center solutions offer built-in call center analytics. This means call center managers don’t need to learn SQL or use Crystal Reports.Isolated: Inbound call trends tend to stay relevant only within a contact center. The downside is that management may be distant from the root causes of customer issues.
Manageable: The ideal contact center analytics are actionable. For instance, ones that can be improved by practicing the right behaviors.Manipulated: Many call center veterans know how to shorten calls at the expense of resolution rates.

Most challenges with measuring call center analytics and the imperfections involved can be solved with reliable and accurate call center software. Measuring performance isn’t an issue, the quality of your call center service is.

“When performance is measured, performance improves. When performance is measured and reported back, the rate of improvement accelerates.”

Karl Pearson
English mathematician and biostatistician

You just need the right feature set to correctly gauge your performance.

Top Call Center Analytics Software

With so many call center software available, it can be tricky to determine the best fit for your business.

Here are a few of our top picks:

1. Nextiva

Nextiva Contact Center - Analytics Dashboard

Nextiva offers robust and easy-to-use analytics in call center operations.

Key features include real-time monitoring of call volume and wait times, as well as historical reporting on critical KPIs like first call resolution, talk time, hold time, and more.

Nextiva builds visual wallboards so managers can easily track metrics for individual agents as well as call center-wide performance.

2. Talkdesk IQ

talkdesk interaction analytics

A key strength of Talkdesk IQ is its speech analytics capabilities. It can transcribe calls and allow you to perform sentiment analysis to see how positive or negative customer interactions are.

Beyond speech analytics, Talkdesk IQ offers wallboards, custom reporting, and integration with top CRM platforms.

3. InContact Analytics

NICE inContact Analytics

InContact Analytics from Nice inContact is another viable call center reporting solution, especially for mid to large contact centers. This analytics platform enables businesses to bring together their entire workforce under one unified suite for reporting and oversight.

InContact provides wallboards, custom dashboards, and a broad range of historical reporting capabilities across your whole customer journey.

💡Tip: Assess your analytics needs and budget to determine the best match for your business. When evaluating options, look for capabilities that align with your reporting needs and integrations with complementary platforms you already use.

5 Key Analytics Features in Call Center Software

Call center analytics software should make using data more accessible. Not harder. In the era of remote and hybrid work, you need the right communication tools to help you work smarter.

As you compare options, here are five must-have features you need.

1) Data integrations

Your contact center software needs to be tightly integrated with your CRM, team chat, and email.

In addition to collecting quality data on agent performance and customer satisfaction, it surfaces valuable insights for your team when they need it most.

Cloud contact centers utilize secure APIs to exchange data with other services behind the scenes.

2) Instant access to call center metrics

Agent view of handling calls in a call center.

Call data comes in many different forms and can be overwhelming without the right strategy in place.

Don’t just store data in a hidden repository. Your analytics software should come with pre-built reports that connect to your most important business metrics.

These reports allow you to quickly turn data into actionable insights rather than struggling to create custom dashboards.

3) Real-time call center analytics for agents and supervisors

It’s no longer enough to only look at historical data.

Instead, look for a solution to provide real-time data to enhance the customer experience. These tools aggregate customer sentiment, call center performance, and business outcomes together.

Outside of the call center environment, actionable insights can appear in the form of a CTI-based screen pop when an inbound call arrives at an employee’s phone.

4) Actionable insights along the customer journey

Every business is unique. While reports will help you quickly take advantage of your call data, they might not cover all your KPIs.

Use Contact Center as a Service software that can track the performance metrics that matter most to your business goals, such as:

Tracking these metrics along the customer journey ensures you create a customer success process. Go beyond customer calls to achieve deeper customer engagement.

5) Omnichannel approach for customer satisfaction

Lastly, your call center analytics software shouldn’t be siloed from the rest of the business.

A good analytics solution combines cross-channel analytics and takes advantage of an omnichannel approach.

Look for an intelligent solution that integrates with your other contact center data, such as:

Quality assurance for customer service agents to improve CX.

The more customer data you can bring together, the easier it is to create automated workflows and provide amazing service that puts you above the competition.

How To Analyze Call Center Data

Collecting customer data is relatively easy these days. But using that data to make better business decisions is still a major challenge.

Research compiled by HBR shows that 72% of companies are falling behind in building a data-led culture.

The problem often starts with legacy technology. Outdated phone systems make it difficult to properly collect and analyze call data.

However, this is changing as more teams adopt cloud-based business phone systems like Nextiva. These systems seamlessly integrate call analytics.

Making sense of call center analytics involves three key phases:

Without organization and an actionable plan, data is just noise.

Similarly, making big decisions based on flawed data is a waste of time. An integrated cloud call center gives you the data you need to avoid these pitfalls.

Four steps for success

With the right vision, tools, and culture, call center analytics can transform your business from guessing about customers to truly knowing them.

Advanced Analytics To Improve Business Operations

Of course, calls aren’t the only way your customers get in touch with you.

For those with an omnichannel contact center comprising calls, social media, chat, and email, you’ll have access to even more advanced analytics.

Here are a few more to consider:

📊 Business intelligence

The next level up from call center analytics is tried and true customer intelligence. Business intelligence lets you examine your customer base’s Recency, Frequency, and Monetary (RFM) constructs.

RFM analysis enables you to determine if customers are completing more purchases and generating more revenue. This blends your contact center, payments, and CRM data to aggregate customer behavior.

📈 Text analytics

With more users looking for support through real-time chat, you’re sitting on a goldmine of text-based data.

Text analytics collect and analyze conversations and metrics from both live chat and AI-powered chatbots. Use terms and phrases customers already know.

For instance, when giving customers a link to update billing information. So instead of “Update my payment method,” you might want to use “Update my credit card” if that’s what they include in customer service requests.

💬 Self-service analytics

Related to the above, you can mitigate high call volumes with self-service options. The majority of customers will try to resolve issues on their own before reaching out.

By collecting data on your most-viewed help docs, you can identify potential problems and give your agents more context about incoming customer calls.

Illustration showing inbound call volume trends

These data sources help you understand your customers better and provide more efficient support.

The goal is to turn the data behind your customer interactions into business outcomes: more revenue, higher customer loyalty, and decreased service costs.

How To Use Call Center Data

Each piece of data you collect is like a piece of a puzzle. Individually, they don’t offer much value. But when put together, you get a complete picture of the customer journey.

Phone call data is most useful when sharing the results with your team, and call center agents can act on it.

While some analytics software lets you build custom dashboards, it’s a good idea to start with templated reports that make critical metrics easy to understand.

1. Track agent performance

Call center supervisors can use specific reports to check in on one or more agents, find bottlenecks, and identify areas for coaching.

For example, digging into the average handle time by skill report can show if they’re taking longer than average to reach a resolution and need coaching.

Here are a few other standard reports you can use to improve call center agents’ performance:

For routing inbound calls, you can see the kinds of calls they take. It’s a great way to highlight high performers and identify additional gaps.

2. Improve customer relationship

Call reports can also assess broader trends with a call center’s performance. Even when agents aren’t talking to customers, you should monitor that.

For example, the abandonment rate is the percentage of callers that hang up before reaching an agent. In some cases, this is a good thing, like after hearing the hours of operation or the address in the IVR.

But, for most, an abandonment rate of less than 10% is the industry average.

In that case, you might choose to make ‘speed of answer’ your primary metric.

Here are a few more call center reports you can use:

For more guidance, Forrester does a nice job of breaking down the different customer experience (CX) metrics and how you should contextualize them in this diagram.

Three types of CX metrics: interaction, perception, and outcome (Forrester)

3. Act on customer data in real-time

So far, most of these call center analytics aggregated weekly and monthly. Today, agents can turn a mediocre phone call into an outstanding customer experience.

How? It’s all about real-time customer sentiment. In particular, agents can view and act on survey responses, unresolved requests, and other customer journey data on the account.

With the functionality of cloud phone systems, you can use real-time data for significant customer service improvements — even if you don’t work in a call center.

Employees can view such actionable insights such as:

Nextiva Call Pop displays customer intelligence in a screen pop

Turn Your Contact Center Into a Differentiator

Zappos made a name for itself for being maniacal about customer service.

And they lived it and proved it over the years by creating a culture of exceptional customer support. I’d be remiss if I didn’t mention that our Amazing Service is atypical for the UCaaS market.

More than ever, customer experience is becoming the key factor that wins deals and drives customer loyalty — not price. To uncover the “what” and the “why” behind customer calls with the correct data.

Looking ahead, the odds are in your favor.

A study by McKinsey suggests that companies embracing call center analytics reduce average call handle time by 40% and optimize conversion rates by almost 50%!

With the right call center solution and a strategy to expedite the decision-making in your company, you’ll be well on your way to standing out from the crowd.

Your call center doesn’t have to be complex.

See why 150K+ brands simplify their business communications with Nextiva.

Call Center Analytics FAQs

What are the key call center metrics I should be tracking?

Some of the most important metrics to track are average handle time (average duration of calls), service level (percentage of calls answered within a certain timeframe), first call resolution rate (percentage of issues resolved on the first call), and customer satisfaction scores. Here’s a comprehensive metrics list to follow.

How can I use call center analytics to improve my business?

Analyze metrics over time and across customer segments and identify opportunities to optimize routing, staffing, scripts, and processes. Your focus should be decreasing handle times, increasing first-call resolution, and improving customer experience, leading to higher customer satisfaction and lower operating costs.

What call center analytics tools do you recommend?

Popular call center analytics platforms include Nextiva, Talkdesk IQ, Nice, and Genesys Analytics. Look for ease of use, customizable reports and dashboards, integration with your call system, speech and text analytics, and AI-powered insights. Choosing the right tool ultimately depends on your business size, budget, and needs.

ABOUT THE AUTHOR

Joe Manna

Joe Manna was a senior content marketing manager at Nextiva. He blends his marketing acumen and deep technical background to improve people's lives with technology. His expertise helps companies large and small serve more customers. He enjoys a rich iced latte and a non-fiction business book when he's not pressing words.

Posts from this author

The Leader’s Guide To Call Center Strategy

March 26, 2024 15 min read

Dominic Kent

Dominic Kent

Frustrated customers and plummeting satisfaction ratings. That’s the harsh reality for businesses without a solid call center strategy.

Call centers remain a crucial touchpoint for businesses to connect with customers. However, long wait times, frustrated callers, and agent burnout can paint a negative picture.

This is where a well-defined call center strategy comes in. It’s your roadmap to an optimized call center that excels in efficiency, customer experience, and agent well-being.

This guide will walk you through crafting a winning call center strategy that balances both customer experience and employee experience and propels your business forward. But first….

What Is a Call Center Strategy & Why Do You Need One?

A call center strategy is a blueprint for your contact center, outlining how your agents will handle customer interactions, how your team will be managed, and how you’ll measure progress toward specific goals.

A well-documented call center strategy leads to better training, smoother interactions, and faster resolutions, resulting in a happier customer base (think: 74% of consumers who’re likely to buy based on experiences alone).

Clear goals and direction keep agents engaged and reduce call center turnover while efficient processes and proactive planning prevent wasted time and money.

So, why do some businesses wing it? Common reasons include:

Colin Taylor, a customer experience expert at The Taylor Reach Group, suggests most businesses create a call center for these reasons:

“There can be many reasons for an organization to decide it is time to create a call center or contact center. Perhaps organic growth, a new product, service, or acquisition is resulting in calls swamping the switchboard, or customers are tracking down the administrative offices to trace an order, or email volumes are surging and going unanswered?”

Does this resonate?

If so, take a step back from your day-to-day. Let’s focus on planning out, managing, and optimizing your call center operations better.

How To Build a Successful Call Center Strategy

While success might look different for various business units, a truly successful call center goes beyond simply exceeding customer expectations. It should also optimize agent workflows and contribute to the overall business strategy.

Here’s how to get started with your contact center strategy to bridge the gap between where you are and where you want to be.

1. Define your purpose

Your purpose isn’t just to serve your customers but also to maintain the highest standards for call center employees so they can strengthen customer relationships and keep churn low.

Sometimes, you’ll need to adjust the vision for your contact center. Traditionally, business leaders view it as a cost center, such as classic customer support. But the closer you get to revenue, you’ll earn a bigger budget and spark more creativity.

For inspiration, here are several ways call centers can increase revenue: 

Gartner peer review study

Once you have clarity of your purpose, you can gauge customer needs and align both well.

2. Understand customer needs

Imagine a customer reaching out to your call center, frustrated and confused. They’ve been on hold for what feels like forever, shuffled between departments, and still haven’t gotten a straight answer. This is the exact scenario a well-crafted call center strategy aims to avoid.

The very first step to achieving call center success is understanding your customers’ needs and expectations. This isn’t just about resolving their immediate inquiry; it’s about creating a positive and personalized experience that fosters trust and loyalty.

Here are a few ways to get your finger on the pulse of your customer base.

business phone call recording

A comprehensive understanding of your customer base and their experience with you lays the groundwork for crafting a customer-centric contact center strategy.

3. Set goals & align with customer needs

Once you’ve identified your customer needs, it’s time to establish clear goals for your call center. These goals should be specific, measurable, achievable, relevant, and time-bound (SMART).

Specific: Vague goals like “improve customer satisfaction” lack direction. Instead, define a specific target metric. This could be aiming for a 10% increase in Customer Satisfaction Scores (CSAT) within the next quarter.

Measurable: How will you track progress toward your goals? Identify quantifiable metrics to gauge success. In the previous example, CSAT scores provide a measurable way to track customer satisfaction.

Achievable: Be ambitious, but also realistic. Don’t set goals completely out of reach for your team or resources. Aim for a challenging but attainable target that motivates your agents.

Relevant: Ensure your goals align with your overall business objectives. Are you aiming to reduce customer churn, boost sales through upselling, or improve brand loyalty? Align your call center goals with these broader business priorities.

Time-bound: Set a specific timeframe for achieving your goals. This creates a sense of urgency and allows you to track progress over time. Perhaps you aim to achieve a 10% CSAT increase within the next quarter.

While setting SMART goals is crucial, don’t operate in a vacuum. Understanding and aligning your goals with customer needs is paramount.

Setting SMART goals tightly coupled with customer needs enables your call center to become a strategic asset, driving customer satisfaction, loyalty, and business growth.

4. Structure your call center

Having the right structure in place is key. You’ll need agents with the knowledge and skills to solve customer problems, team leads to provide guidance, and quality assurance specialists to ensure everyone’s on the same page.

While the term “hierarchy” may have negative connotations, a well-defined structure provides the necessary framework for a call center to operate efficiently.

A typical call center structure consists of various roles, each with specific responsibilities:

Diagram showing a typical call center structure

These roles may have different titles depending on the organization. For example, the terms “analyst” and “manager” have evolved to become “Quality Assurance Manager” in some cases. Senior agents may be assigned quality assurance tasks, such as listening to recorded calls for training purposes.

Your call center hierarchy doesn’t have to be rigid. Create a structure that aligns with your goals and needs without overwhelming your employees with designations and reporting lines.

5. Train & empower your agents

Providing effective call center training is key to running a successful call center.

Equipping your agents with the right knowledge, tools, and a culture of empowerment cultivates a confident and capable call center team. This translates to enhanced customer experiences, improved call resolution rates, and reduced call center churn.

Invest in your agents, and they’ll invest in your call center’s success. Here’s a focused approach to follow:

As staff progress in their career, their development becomes crucial to the success of your call center. Make sure you factor individual career progression into your call center strategy.

“If an agent has to represent a new brand or product, they would need to get trained in the culture of the brand or specifics of the product.
Customer service teams also often perform different types of services (e.g., customer care, tech support or help desk, sales, marketing, market research, collections) and thus need training in those as needed.”

Sebastian Menutti
INDUSTRY PRINCIPAL AT FROST & SULLIVAN

Think about incentives to keep people on the right track daily and at monthly or quarterly intervals. 

When you invest in your team member’s success and give them autonomy to do right by the customer, they’ll likely do what’s best for the organization.

You might employ team-level gamification or create a bonus structure based on maintaining constant customer service.

6. Use the right technology

It’s no use putting the above training into practice if your technology doesn’t live up to your standards. You can have the best agents in the world, adhering to world-class processes, but if your technology fails you, it’s all for nothing.

Look out for these areas that suggest your technology is hindering your call center’s performance:

☎️ Call quality issues

If callers keep disconnecting abruptly, it’s likely not intentional on their part. While some frustrated customers might hang up and redial, others experience technical difficulties on your end.

This could manifest as distorted audio or periods of silence when a caller seems to be speaking. These issues point to deficiencies in your telephony equipment. Upgrading to a business-grade VoIP phone system can significantly improve call quality.

Reasons to get a VoIP number

⚙️ System preferences

Customers expect immediate access to their account details upon calling in. If you frequently have to apologize for slow system loading times while retrieving information, it puts your agents at a disadvantage.

Regularly reviewing both your internet connectivity and internal network performance is crucial. Optimizing these aspects improves overall call center efficiency and reduces troubleshooting time.

❌ Disjointed customer experience

Customers reaching out via email or web chat and then following up with a phone call shouldn’t have to explain their situation repeatedly to different agents. An ideal scenario involves a unified customer experience.

Equipping agents with customer interactions across various channels (even if they don’t manage all channels themselves) empowers them to provide seamless and efficient service.

This omnichannel approach might not be feasible for call centers in the early planning stages, but it’s the best solution for streamlining the customer experience, especially if these situations arise frequently.

Nextiva-unified-CX-platform
An example of a unified customer experience platform – Nextiva

7. Optimize your call center operations

Once you’ve established an existing or desired structure and trained your agents, optimizing call center operations is an ongoing effort.

Here’s how to optimize your call center operations well for efficiency and satisfaction:

📊 Make data-driven decisions

Don’t manage your call center in the dark. Track key metrics like call volume, wait times, and customer satisfaction scores.

Analyze this data to identify bottlenecks and areas for improvement. For example, use it to forecast call volume and ensure you have the right number of agents available at peak times.

Nextiva-voice-analytics

✅ Empower your agents for success

Invest in user-friendly technology like CRM software, a knowledge base for quick access to information, and contact center solutions with advanced features and capabilities.

Provide ongoing training to keep agents up-to-date on products, services, and best practices for handling customer inquiries. Most importantly, give agents the authority to resolve customer issues without unnecessary escalations.

💡Focus on the customer experience

Give your customers options. Offer online resources like FAQs, chatbots, or knowledge bases so they can find answers to simple questions without needing to call.

Use clear and concise IVR menus to efficiently route calls to the appropriate department or agent. Reduce hold times by implementing call-back options or prioritizing calls based on urgency.

Finally, personalize interactions whenever possible using customer data to provide a more relevant experience.

📈 Continuously improve

Regularly solicit feedback from both customers and agents. Customer surveys and social media sentiment analysis can reveal areas for improvement.

Encourage agents to share their feedback as well. This will help you identify issues with processes, technology, or even training needs.

Stay on top of the latest call center technologies that further streamline operations and enhance the customer experience.

8. Measure success

Just like any other business function, a call center’s effectiveness hinges on its ability to track and measure success.

Vague notions of “good customer service” won’t cut it. You need to define and monitor key call center metrics that tell you if your call center strategy is on target.

Contact center metrics

Running a Successful Call Center: Best Practices

Effective call center management is the foundation for implementing call center best practices. It ensures you have a structured environment where agents are empowered to deliver a great customer experience.

1) Invest in employee engagement

The resounding theme here is to put your employees at the forefront of your call center strategy.

The logic is simple, and you can apply it to almost any routine task.

Think about it. If you enjoy your work, you’re more likely to focus and drive better results.

It could be surfing, soccer, swimming, or sewing. Regardless of the task, agent performance will skyrocket when agents are engaged in what they’re doing.

Make sure your call center onboarding and training plans focus on the business and the person by asking your agents what they need from you.

2) Act on customer feedback

It’s not just employees you should ask for feedback. The voice of the customer is the most valuable data that needs to be considered.

It’s one thing to create a training plan. It’s another to tailor it to what your customers need.

Conduct regular CSAT, NPS, and outbound call surveys to discover where your customers feel a gap in your call center or the business itself. 

Net-promoter-score

When you have that feedback, book time to follow up on what you’ve learned. Information that gets stored away for a rainy day never gets used.

3) Perform a SWOT analysis

You can conduct a SWOT analysis using the output of your CSAT surveys.

SWOT stands for Strengths, Weaknesses, Opportunities, and Threats.

A typical SWOT consists of four quadrants. The upper half is focused on the internal functions within your company. The bottom half involves external activities you don’t necessarily have influence over.

Call center SWOT analysis example:

Strengths

A large, growing team
Core product knowledge
Increased training budget
Customers enthusiastic about new product
Weaknesses

Handle time continues to rise
The knowledge base team is overwhelmed
Had to defer FCR training
Call center agent progression plan
Opportunities

Train senior staff to become coaches
Rival shut down the inbound call center
Workforce training grant awarded
Threats

Competitors gaining market share
Phone system setup slows down onboarding
Competitors using AI call center technology

Examine the strengths, weaknesses, opportunities, and threats in each square.

Conducting this SWOT exercise quarterly across every department, including sales, customer experience, and engineering, is a good idea. There will likely be several emerging issues that you can solve immediately.

Once you have identified them, you have the basis for an improvement plan in your call center strategy — and to improve business outcomes.

4) Identify and solve chronic issues

Another key element in improving your call center is the simple questions people ask most often.

First, you need a method of tracking your top call drivers. Otherwise, you’ll need your agents to track common questions individually. While this sounds like an easy remedy, it’s open to incorrect customer data if agents miss customer calls.

If you’re not already using wrap-up or disposition codes, you can configure these based on your business type.

For example, sales teams can use Completed Sale. If you have a technical support team, they can use Issue Resolved, Pending Resolved, or Escalated.

A screenshot showing Nextiva's analytics dashboard to track different metrics for your contact center

5) Use call scripts as a guide

The best customer service teams are the ones that render the best customer experience. And the best customer experience makes them feel valued and confident in your product or service.

Long gone are the days of linear call flows. But the use of scripts won’t disappear entirely.

Instead of reading word-for-word from a script, review the most critical steps and create a process chart. Even a simple outline in bullet points can work well. 

So, rather than 100 words to move to the next step, ask specific questions and wait for the customer to respond. After all, what happens if their answer isn’t in your script? Probably an avoidable escalation.

As a call center leader, move from scripts to a human-first customer experience. It’ll set your team apart from the rest.

6) Give information to customers on hold

During your call queues, what do you offer to your customers? Some organizations don’t offer anything at all. This means customers wait on hold listening to elevator music.

Your call center software should let you easily add messages to callers when on hold or before reaching your call distribution system

On-hold message opportunities:

Next-Level Customer Service Can Now Be Yours

Atlas had the world on his shoulders. You have a call center. 

You’re not alone. This guide outlines the top areas to include in your call center strategy. Only you can make it fit your organization.

If there’s one takeaway, begin with a vision a few years out and work backward. What steps are necessary to get there? Fill those in, and you’ll be in a great spot to lead your contact center

An image showing how you can set up a contact center in Nextiva

Nextiva provides robust call center solutions designed to drive effectiveness and improvements for the future of your call center.

As your team scales and technology progresses, you benefit from a future-proof contact center and an evolving call center strategy.

The best part is you won’t have to figure it out by yourself. We have the expertise to help you shine for your customers and the C-suite.

Get a cloud contact center solution from Nextiva.

IVR, call recording, VoIP numbers, call routing, advanced reporting–integrated in ONE cloud platform.

ABOUT THE AUTHOR

Dominic Kent

Dominic Kent is a content marketer specializing in unified communications and contact centers. After 10 years of managing installations, he founded UC Marketing to bridge the gap between service providers and customers. He spends half of his time building content marketing programs and the rest writing on the beach with his dogs.

Posts from this author

Is VoIP Secure? — That’s a question several IT leaders have been asking lately. And the recent compromise on 3CX’s VoIP via a supply chain attack isn’t helping matters either [*]. 

For the most part, the nature of VoIP involves transmitting voice communications over the internet rather than through traditional telephone lines. 

An advanced way of looking at this is VoIP converts analog voice signals into digital data packets, which are then transmitted over the internet or other packet-switched networks. And the best part about VoIP is its cost effectiveness, flexibility and integration capabilities. 

However, the very nature of transmitting voice communications over the internet opens up several vulnerabilities that can be exploited by cybercriminals. 

With this in mind, more questions roll in — how do you secure your VoIP calls? Best practices? Mitigation tactics? All of this and more will be answered in this guide. 

But first — 

How Does VoIP Work?

Here’s a quick run down of how the VoIP system works:

  • Voice signal conversion: When you speak into a VoIP-enabled device (like a smartphone, computer, or VoIP phone), it converts your voice into digital data. This conversion is done by your device’s microphone and an analog-to-digital converter (ADC), transforming the sound waves of your voice into digital packets of data. 
  • Data compression: Next, it compresses your digital voice data using a codec (coder-decoder). 

💡Note → This step is important for reducing the size of the data packets so they can be transmitted more efficiently over the Internet. Different codecs offer a balance between voice quality and the amount of data bandwidth used. 

  • Packetization: The compressed digital data is divided into small packets. Each packet is wrapped with a header that contains information necessary for routing and reassembling the packets in the correct order once they reach their destination.
  • Transmission: The packets are sent over the Internet or any other IP network. To reach the destination, they travel through various routers and networks, which is determined by the routing information in each packet’s header. The Internet’s structure allows these packets to take the most efficient path available at the time of transmission.
  • Reassembly: Once the data packets arrive at their destination, they are reassembled into the original sequence to accurately reproduce the spoken words. This reassembly takes into account any packets that may have arrived out of order or were lost during transmission.
  • Decompression and Conversion: The digital data is then decompressed (if necessary) and converted back into analog sound waves using a digital-to-analog converter (DAC). 

💡Note → This step is the reverse of what happened at the sender’s end.

  • Playback: Finally, the analog signal is sent to the speaker of the receiving device, allowing the recipient to hear the sender’s voice as if it were a traditional phone call.

💡Recommended → How Does VoIP Work? The Beginner’s Guide To VoIP Phone Systems 

Why VoIP security matters

Security is essential to every business. It doesn’t matter if you have a large organization or a small business. A disruption to your phone system would be nothing short of catastrophic.

Voice over Internet Protocol (VoIP) is no different. The lower costs of VoIP entice a business owner. An attacker would love to exploit your VoIP network when you’re not looking.

The good news is that VoIP is quite secure today. It has endured even after two decades of penetration testing. Overall, VoIP service providers are reliable and secure, even as the nature of security threats continues to evolve.

Business Leader's Top Concerns - JP Morgan 2020 Survey


JP Morgan surveyed business leaders and discovered that 94% of companies had taken steps to harden their infrastructure. Malware, payment fraud, and data breaches topped their worries.


Unlike other IT security threats, Voice over IP presents new opportunities for attackers. Top risks include call interception, caller ID spoofing, vishing, and Denial of Service (DoS) attacks. We’ll get more into those specifics later.

VoIP security isn’t only about call encryption. It’s about the level of trust that’s conveyed over a voice and text network. Your business communication platform can carry out more attacks if it’s compromised.
The cost of a breach continues to rise every year. On average, a security breach in the United States costs $9.4 million, according to reports from Statista.

Attackers can carry out attacks with the help of VoIP, such as:

  • Social engineering via phone calls.
  • Disclosing internal Wi-Fi network passwords.
  • Dialing expensive phone numbers (toll fraud).
  • Intercepting multi-factor authentication text messages.
  • Gaining unauthorized access under the false pretext to data networks.

For example, Twitter faced several coordinated attacks. The company is no stranger to VoIP security risks, and former CEO Jack Dorsey was targeted in a fraudulent number porting request last year.

This security issue likely had little to do with strong passwords. It was worse.

Social engineering can help carry coordinated attacks against known VoIP users. The Network Operations Center (NOC) staff and customer service teams are always top targets. All it takes is granting unauthorized access to your company once, and your intrusion detection system becomes worthless.

Famed hacker security consultant Kevin Mitnick compromised systems not only with technical skills. He exploited his target’s willingness to help. The best defense here is to educate your staff about how to spot social engineering.

The good news is there are effective countermeasures to mitigate VoIP security issues. Professional VoIP networks have become resistant to abuse from known and unknown actors.

Let’s look deeper at the security threats plaguing business phone systems.

Related: How Does VoIP Work? The Beginner’s Guide To VoIP Phone Systems

Traditional Phone Systems vs. VoIP

Plain Old Telephone System - Diagram

People placed calls over the Public Switched Telephone Network (PSTN) for over a century. This voice network is analog. It remains vulnerable anywhere physical access to wiring is possible.
This legacy phone system is also known as the Plain Old Telephone System (POTS). Calls are connected using audio signals, which attackers can intercept with ease.
In the diagram below, you can see that calls pass through analog terminals into a Central Office. Phone companies today have established security measures and protocols to ensure security between Central Offices. But that security doesn’t extend to your internal phone system.

An entire subculture formed around the vulnerabilities of business telephone systems. Phreaking, a portmanteau of phone + hacking, is a practice of exploring vulnerable phone systems. In the 1970s, it was possible to get free calling over the PSTN. In the late 90s, phreakers pivoted toward Private Branch Exchange (PBX) equipment. That is, they can springboard attacks from insecure corporate phone systems. Head to your local Barnes & Noble to pick up 2600 and read about the vulnerabilities of an old Lucent or Avaya phone system.

Telephone networks today separate voice traffic from the signaling to establish calls using SS7 protocol. Despite this, many PBX systems remain vulnerable, and attackers will find them.

Voice over Internet Protocol is different.

Diagram of a Hosted VoIP Infrastructure (2019)

Calls are established using the SIP protocol. Session Initiation Protocol (SIP) acts as a signaling protocol for reliable internet telephony. A SIP server compresses voice traffic into media streams and sends them over an internet connection.
It’s clear why large companies and small businesses flocked to make calls over the internet. It saves on IT and communication expenses and provides users with a ton of flexibility to work from home.
VoIP phone systems use the same data network to establish phone calls. The VoIP provider exclusively handles all VoIP traffic. IT staff only need to maintain a secure network for their staff.
In the diagram below, a stable network connection is needed for VoIP phone service. You don’t need to build or maintain the VoIP infrastructure.

The biggest difference here is that phones and identities exist virtually. This means users can take their VoIP phones with them and work from anywhere. Additionally, it means people can use SIP calling apps, also known as a softphone, for calling.
VoIP phone services offer many security advantages over traditional phone systems. Top benefits include:

  • Real-time monitoring of calling plan usage.
  • Strict enforcement of toll-free calls.
  • Call encryption to prevent eavesdropping.
  • Robust voicemail features with email delivery.

So, what about when VoIP calls reach the PSTN?
Reputable VoIP providers maintain military-grade security. They use Session Border Controllers (SBCs) for optimal security and performance. An SBC acts as a firewall that maintains performance and logical call routing. Operators maintain high standards to patch for security vulnerabilities and manufacturer’s firmware updates.
Call logs for an old-school phone system are often very limited. This makes tracking down stolen business data nearly impossible. More PSTN risks fall under gaps in business continuity.
For instance, many PBX phone systems aren’t well supported, replacement parts are expensive, and finding qualified technicians is challenging. An outage could knock out your business communication for weeks.
The bottom line is that VoIP phone systems offer better privacy, security, and reliability for businesses.

Top VoIP security threats

You’re probably curious about the types of VoIP security issues that are out there. Here’s a rundown of what you’ll need to fend against.

  • Denial of Service (DoS) – This attack starves the network of resources to interrupt phone service and drop phone calls. This can degrade call quality, latency, and uptime for a call center.
  • War dialing – This type of attack involves controlling your PBX to “scan” other telephone networks. It works by dialing numbers to connect to modems or other interesting extensions.
  • Toll fraud – Like war dialing, this requires access to call an outside line from your phone system. Attackers can dial expensive international numbers that rack up expensive toll charges.
  • Phishing – This VoIP hack preys on unsuspecting users who trust their caller ID. Victims divulge details about the internal IP network, passwords, or other sensitive data.
  • Call interception – Attackers use unsecured networks to intercept unencrypted SIP traffic. To make matters worse, this can include video as well.
  • Spam – It should come as no surprise the voicemail box is a common target for robocalls and other phone scams. Many use restricted or “Private” caller ID.
  • Malware – Attackers use different malicious software to phone or email credentials. This can open up more opportunities to infiltrate your network and exfiltrate sensitive business data.

These threats are most alarming if you’ve set up a DIY phone system. As the company has expanded, it’s no longer the right fit. For instance, a self-hosted Asterisk PBX might suffice for some, but it’s an attractive target for hackers. VoIP attacks might be silent and undetected for months.

So, what should you look for in a VoIP service provider? It’s tempting to look only at phone system costs, but there’s more to consider when it comes to security.

Related: Healthcare Call Center Best Practices for Better Patient Care

Choosing a secure VoIP provider

The security of your phone system comes down to implementation and compliance with security protocols.
As with any cloud PBX, make sure the provider meets security requirements. These vary depending on your industry and specific needs. The best way to begin this investigation is by asking your provider:

  • What accreditations do you have?
  • Do you use third-party tools or software?
  • How do you train and retrain staff?
  • How do you respond to security incidents?
  • Do you offer TLS and SRTP call encryption?

Accreditations

Once you’ve answered these questions, dive deeper into your own VoIP requirements. Listed below are the top certifications to keep in mind:

  • HIPAA Compliance – Health Insurance Portability and Accountability Act (HIPAA) mandates that healthcare service providers secure patient data. These rules also apply to their phone systems, such as voicemail and call recordings. VoIP servers need to be configured to protect patient privacy.
  • ISO/IEC 20071 – This global standard establishes that organizations assess and respond to security threats. It means that the organization has implemented rigorous information security controls.
  • PCI Compliance – Payment Card Industry (PCI) compliance mandates that you must secure your infrastructure if you accept credit cards. It mandates operating system updates and secured VLANs. It also requires penetration testing against your organization’s IP addresses. Securing payment data is table stakes for e-commerce. You risk higher transaction fees and penalties if your VoIP solution isn’t PCI-compliant.
  • SOC 2 Compliance – Service Organization Control (SOC) compliance consists of practices to ensure consumer trust. Unlike other standards, there’s flexibility across five areas: privacy, security, availability, and data integrity. Many reputable SaaS companies and cloud-based services meet SOC 2 compliance.

It’s easy to see how these certifications can give you greater peace of mind. It can be challenging to certify your on-premises PBX or home-grown phone system running on Amazon or Google Cloud. You don’t want to take chances when it comes to VoIP security.
Ask your VoIP provider for certifications and compare them to your needs. If you’d like a summarized version of all the above information, check out our quick three-minute video on VoIP security below:

Related: A 5-Step VoIP Implementation Guide (+How to Do it Yourself)

Customer communications

Another factor to consider is how well the company communicates with customers. How can you tell? Look for its status page, which is also known as a trust page. The example shown below is the Nextiva Status page.

Example of a Trust Page - Screenshot of Nextiva Status


Status pages detail updates about the VoIP system and incidents affecting voice service. Are they specific? Are they helpful? Are updates timestamped?
Confirm if there has been any widespread downtime or outages. Look for 99.999% uptime, meaning there are only six minutes of downtime annually. Additionally, look for planned maintenance to apply updates to the VoIP network. These often include essential operating system updates.
The reality of IP telephony is that some interruptions might occur, but it matters how your VoIP vendor communicates with you about it.

Call encryption

Besides certifications and straightforward customer communication, you want call encryption in 2020. Call encryption uses Transport Layer Security (TLS) and Secure Real-time Transport Protocol (SRTP). These VoIP protocols work together to establish high-grade security in every call.
Unencrypted networks are prone to snooping. By contrast, data that is encrypted is of no use to anyone who manages to record the data transmission. Encryption that runs from the phone to the service provider is important. Data should be encrypted on every possible layer.
For the greatest interoperability, SIP isn’t encrypted. Since IP telephony uses the IP stack, encryption is managed by the transport layer. When enabled, the VoIP call session and the accompanying call data isn’t available to data thieves.
Ask your VoIP provider about call encryption to ensure your SIP devices can use TLS and SRTP.

VoIP security for healthcare providers

If your company manages patient data or otherwise needs to follow HIPAA, keep reading.
Medical offices must protect patient privacy by configuring their communications systems. This includes your VoIP phone service. Healthcare providers are top targets because patient information is frequently used to carry out identity theft.
Voice over IP networks meets HIPAA requirements when they put in place proper security measures. Ensure your VoIP provider has agreements with business associates to maintain compliance.

VoIP considerations to meet HIPAA

VoIP HIPAA compliance features

Some VoIP users are unaware that they are required to disable certain services to stay compliant. Voicemail transcription, voicemail-to-email attachments, and visual voicemail aren’t allowed.

With Nextiva, you can be sure that your VoIP solution is HIPAA-compliant. Let us know, and we can provision your account on our secure VoIP servers.

VoIP security best practices

Security isn’t as obscure as some might think. We’ve simplified the best practices to ensure optimal security for your organization.
Here is how you can protect your VoIP network from threats.

  • Enforce a strong password policy. Strong passwords are essential to securing your phone system. Use a combination of letters, numbers, and non-alphanumerics. Ensure that employees don’t store passwords in text files or Post-It notes on their computers.
  • Apply operating system updates often. Applying operating system updates is a given for most systems administrators. Encourage your users to accept OS updates for their iPhone or Android. These updates can guard against malicious software and exploits.
  • Set up a Virtual Private Network (VPN) for remote staff. VPNs can encrypt all traffic regardless of where the employee works. It’s ideal for work from home staff. Consider a business-grade VPN from Cisco, Sophos, or Cloudflare. Recent academic research has shown VPNs don’t degrade call quality.
  • Require Wi-Fi encryption. Activate WPA2 on your company’s wireless networks. Instruct employees also use this encryption for their Wi-Fi network. As a best practice, update your Wi-Fi password every year.
  • Review your call logs. Examine your company’s call logs to identify any unusual calling trends or behavior. Set up a helpful dashboard using a call analytics feature to monitor call volume on a weekly and monthly basis.
  • Restrict your calling and block private calls. Unless your company does business overseas, you don’t need to dial international numbers. Better yet, only grant access to international calling to those who call abroad. Confirm your VoIP service blocks 1-900 numbers to prevent toll fraud. Enable call blocking to screen restricted/private calls with a message instructing them to enable their caller ID.
  • Deactivate inactive accounts. When employees leave the company, don’t forget to notify your IT staff. By disabling employee accounts promptly, you can minimize workplace disruptions. From a technical standpoint, you don’t want VoIP accounts to remain functional without a real user assigned to it.
  • Encourage your staff to report strange behavior. Ask your team to report missing voicemails and ghost calls. A ghost call is when your phone rings without a caller. Additionally, recommend they don’t store voicemail messages longer than needed.
  • Implement remote device management. On an enterprise level, having the ability to wipe a device remotely is essential. Issue laptops with remote management so you can track and wipe a device in the event of theft or compromise.
  • Educate users on security practices. Remind users that you won’t ever need their password. Train them to spot phishing and social engineering scams. Conduct regular security assessments to discover emerging vulnerabilities. Last but not least, make sure they know who to contact in the event of a security breach.

While a lot of these best practices overlap with network security, look at them through the lens of an attacker.
Executives depend on you to keep them safe from the ever-changing security landscape. By following these, you will minimize the impact of a security incident.

The future of securing phone systems

VoIP has matured from a personal service to an essential business communications platform.
The grass is always greener where you water it. VoIP has been put through its paces to prove valuable for organizations. Secure SIP-based calling is now the standard.
Maintaining an on-premises PBX and other telephony equipment is a big responsibility. The phone system is no different as organizations offload their email systems and web hosting to the cloud.
A cloud phone system like Nextiva allows IT staff to tackle bigger projects. Instead of tinkering with old equipment, they can equip the company with a remote workforce.

Final thoughts on VoIP security

Cybersecurity Threats Top CEO Concerns - 2020 U.S. CEO Survey - PwC

Organizations that secure voice traffic are more resilient than those that sit idle. If there’s anything 2020 taught us, it’s that you must be prepared for every contingency.
According to findings from the 2020 U.S. CEO survey from PwC, 53% of CEOs were “extremely concerned” about cybersecurity. This is astounding, given that cyber threats outweighed policy, trade, government regulation, and geopolitical uncertainty.

Much of the security responsibility rests with maintaining operational security. You can better mitigate threats by accepting VoIP phones as powerful network appliances.
Despite all this, secure VoIP providers can only do so much. You must fortify your internal network defenses and educate users first.
A reputable business phone service can be the assurance you need to maintain a secure calling environment. Check their certifications and research their reliability, security measures, and call encryption capabilities.

The Phone System IT Loves

Enterprise security. Uncompromising features. See Why IT Teams Trust Nextiva for Their Company’s Phone Service.

ABOUT THE AUTHOR

Cameron Johnson

Cameron Johnson was a market segment leader at Nextiva. Along with his well-researched contributions to the Nextiva Blog, Cameron has written for a variety of publications including Inc. and Business.com. Cameron was recently recognized as Utah's Marketer of the Year.

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Objections are a natural part of life. But in sales, they carry more weight. 

They can be the difference between your reps meeting their quotas or falling short of company revenue targets. But with the right approach, sales professionals can turn these obstacles into opportunities. 

It’s all about reframing objections, understanding the customer’s point of view, and responding in a way that addresses their concerns while highlighting the value of what you’re offering. 

In this guide, you’ll read about the 10 most common customer objection types, how to overcome them, and which tools to use to make the job easier for your reps. 

What Are the Most Common Objections Salespeople Run Into?

Here are 10 of the most common types of sales objections you might face:

1. Price objections

Price objections are often the most immediate and understandable complaint from customers. They include statements like:

  • “It’s too expensive.”
  • “I can get a similar product/service for cheaper elsewhere.”
  • “I don’t see the value in spending that much.”

But it’s not always about the actual price tag. Pricing concerns often boil down to a perceived mismatch between the cost and the value of your product or service. 

2. Budget constraints

When it comes to customer concerns about budget, some common statements include:

  • “We don’t have the budget right now.”
  • “I need to wait for the next budget cycle.”
  • “We’ve already allocated our budget elsewhere.”

While this type of objection could reflect actual financial limits, it could also be about how potential customers choose to allocate their funds.

These statements aren’t necessarily outright rejections or deal-breakers but hints. Maybe the client needs more flexible payment options, or maybe your rep needs to demonstrate the ROI of your offering more clearly. 

Having open dialogue during sales conversations gives you a chance to understand the prospect’s budgeting process and timeline. So even if you can’t overcome the immediate hurdle, you’ll set yourself up for future conversations and a long-lasting relationship.  

“If you set the foundations right, the prospect will come around in the future. One of our current buyers couldn’t invest in our product due to budget constraints. But the original sales pitch was so good that he came back after a year when he did have the budget.”

Kevin Salsi
Head of Sales Switzerland at Advion Interchim Scientific

1. Need or urgency

With cold outreach, leads don’t always come to you. Some need or urgency-based objections include: 

  • “I don’t need this right now.”
  • “We’re happy with our current solution.”
  • “This isn’t a priority for us at the moment.”

In these cases, the problem could be that the prospect doesn’t fully see how your product or service can benefit them or is better than their current solution.

The key to overcoming these objections is being good at spotting hidden needs or future problems that a prospect might not think about. With this approach, you’ll show how choosing your product now can bring benefits down the line or prevent potential issues. 

4. Authority or decision-making hurdles

Some objections related to the decision-making process include: 

  • “I need to consult with my team/boss/partner.”
  • “I’m not the decision-maker on this.”
  • “We need to have a meeting to discuss this further.”

These roadblocks usually surface when the person you’re talking to is part of a bigger decision-making team or when there are a lot of people involved in the buying process. Sales reps need to win over the person they’re chatting with while giving them the ammo they need to go back and convince the rest of their team. 

In other words, you have to identify and empower your champion.

5. Trust and credibility

If trust and credibility are areas of concern for your prospect, you might hear some statements like:

  • “I’ve never heard of your company.”
  • “How do I know your product/service will actually work?”
  • “Can you provide some references or case studies?”
  • “This sounds too good to be true. What’s the catch?”

These objections typically stem from a lack of familiarity with your company or concerns about the track record of your product or service.

In these situations, it’s crucial to reassure and provide concrete evidence of reliability and customer success. (More on how to guide prospects with the right content later.)

6. Satisfaction with current solution 

If your prospect is happy with their current solution, they might tell you:

  • “We’re already working with another company.”
  • “We’ve been using our current solution for years and don’t want to change.”
  • “I’m not convinced your solution is better than what we currently have.”

Facing this kind of objection usually means diving deeper into your prospect’s specific needs and pain points. It’s also important to know where you differentiate from the competition, even down to specific feature sets.

It’s about asking the right questions to uncover any hidden inefficiencies or limitations they might not be aware of with their current solution. 

7. Lack of understanding 

Here are some common objections you might hear if your prospect doesn’t fully understand your offering:

  • “I don’t see how this fits into our workflow.”
  • “I don’t understand how your product/service works.”
  • “Can you explain the benefits of this again?”

This type of objection usually pops up when there’s a gap in communication or understanding. It’s not a brush-off but a positive sign that they’re interested enough to seek clarity. These objections are often the easiest to tackle. It’s a matter of breaking things down and connecting the dots for them. 

8. Contractual or commitment issues 

When facing objections about existing contracts or concerns over commitment, you might encounter statements like:

  • “We’re locked into a contract with another provider.”
  • “I’m concerned about the long-term commitment.”
  • “What if we decide to cancel or change our minds?”

It’s natural for prospects to worry about getting tied down or what happens if things don’t work out. In this case, your goal is to offer reassurance and flexibility. Emphasize any trial periods, satisfaction guarantees, or easy exit clauses your service might have. 

Discussing the long-term benefits and support that accompany your product is also helpful, showing that the commitment is worthwhile. 

9. Perceived lack of features or benefits

When prospects feel that your product or service doesn’t meet their specific needs or match up to competitors, you might hear objections like:

  • “Your product/service is missing a specific feature we need.”
  • “How does your solution compare to [competitor’s solution]?”
  • “I don’t see any features that stand out.”

Listen closely to your prospect’s needs and respond (or quickly follow up) with tailored information. If there are features your product lacks, discuss upcoming updates or alternative solutions you offer. 

Comparing your solution directly to competitors can be tricky, but focus on what sets your product apart — unique features, better customer service, or overall value.  

10. Timing

If your prospect’s issue is timing, you could hear something like:

  • “We’re too busy to implement this right now.”
  • “I don’t have time for a meeting/demo at the moment.”
  • “Can we revisit this next quarter?”
  • “I don’t want to make any changes during our peak season.”

These objections aren’t necessarily about the value of your product but about the prospect’s capacity to engage with it at the moment. 

Here, empathy and flexibility are crucial. Offer to schedule a demo or follow up at a more convenient time, and show that you’re willing to work around their schedule. 

3-ways-convey-empathy

It’s also a good idea to emphasize how your product can eventually save them time or help during busy periods. The goal is to align with their timeline while keeping the door open for future opportunities.

4 Ways to Address and Overcome the Most Common Sales Objections

Now that you’re armed with a list of the most common objections you might face, let’s dive into how to overcome them effectively. While you’re putting these techniques into practice, make sure to stress the importance of being genuine to your reps. Authenticity goes a long way in building rapport with your prospects.

“The best way to overcome any objection is to be human and authentic. In sales, anyone who’s not being themselves or overly salesy is an instant turn-off. Look at things through a lens of how you’re helping prospects. Put yourself in their shoes, and you’re more likely to form a trusting relationship that will lead to a sale.”

Katie Bray
COO at Flying Cat Marketing

1. Implement call coaching 

Coaching your reps, whether through live feedback or post-call analysis, lets you actively identify their strengths and areas for improvement. This way, you can offer practical advice to improve future sales interactions. 

Here are two strategies you can use together for the best results:

Real-time feedback

Giving feedback directly during call monitoring lets you share instant, actionable insights to help reps adjust tactics immediately and see the effects during the conversation. 

One way to do this is through whisper coaching, which allows supervisors to coach reps privately during calls without the prospect hearing. Just make sure the reps learn to blend in the advice smoothly without getting sidetracked or interrupting the call’s flow.

agent-availability-call-center-supervisor-view-1

During call coaching, focus your feedback on areas like:

Script optimization 

Sales scripts help prepare your reps for various scenarios, especially objections. 

“Of course, the script can change. Your responses will become better and better over time. But writing down the objections and responses not only gives you a quick and easy way to deal with them when they occur but also helps you prevent them.”

Plamy Mihaylova
Account Executive at Quora

Here are some tips to help you prepare and optimize your scripts:

2. Have your team brush up on their communication skills 

Honing communication skills enables sales reps to be better listeners, respond clearly and persuasively, build trust, and adapt to various customer scenarios. These are all abilities that are essential in overcoming sales objections.

Here are three exercises you can do with your team to improve their communication skills:

Role-playing scenarios

Role playing with your reps allows them to practice responses and strategies in a low-pressure environment. This builds their confidence and improves their ability to think on their feet.

Here’s how to run more effective sessions:

“The best way to get good at sales is to practice objection handling over and over again until your talk track is tight and you can respond confidently and subconsciously. This can’t happen without putting in the reps. Sales leaders can empower their people to put in the reps by providing a safe coaching environment where failure is encouraged and supported.”

Adam Purvis
Account Manager at Coconut Software

Active listening training 

To meet and even exceed their sales quotas, your reps need to know how to read between the lines and understand the root cause of the “no.” Then, they can respond in a way that resonates with the prospect’s specific needs and reframes their objections as opportunities for future discussion.

You can use the LAER model to help reps practice the steps of active listening:

“It’s important to understand the prospect’s reasoning so you can find an alternative. Do they have a very strict budget that we need to fit in? Maybe we can remove some of the features and find a solution that works for them. Have they found a cheaper solution? Let’s see the other offer and see how we can match it or improve on it.”

Plamy Mihaylova
Account Executive at Quora

Confidence-building exercises 

When you communicate clearly, showcase your expertise, and express genuine enthusiasm for your solution, it puts your prospect’s mind at ease and makes it easier for them to make a decision. 

Here are some ways to help your people build confidence in themselves and your solution:

3. Leverage data analysis 

Data analysis helps you identify common patterns and objections so you can target sales training and adjust strategies effectively. You can achieve this by monitoring calls regularly, setting benchmarks for performance reviews, and conducting post-sales surveys.

Let’s look at these strategies more closely. 

Monitor performance

Call monitoring lets you assess each rep’s performance during the sales process. You can pinpoint areas where they excel or need improvement, particularly in dealing with objections. 

It also helps you recognize your top performers so you can provide real examples of effective objection handling that others can learn from.

Here’s how to monitor objection-handling skills effectively: 

gamify leaderboard sales

Pro tip: With Nextiva Analytics, you can gamify performance tracking based on a metric of your choice. This helps you foster healthy competition and motivate your team, increasing engagement and helping improve performance.

Benchmark success

Establishing benchmarks for successful objection handling helps you set goals for the sales team and track progress over time.

For example, set a benchmark like “successfully overcoming objections in at least 50% of sales calls.” This gives reps a specific target to aim for. Then, use your sales CRM or tracking software to track progress against the benchmark regularly.

As your team improves, raise the benchmarks to challenge and grow their skills continually.

Nextiva voice analytics

Implement post-sales surveys 

You can use post-sales surveys to gather insight into how your reps handled objections and what influenced the customer’s decision to purchase. Use this information to adjust your scripts and refine your sales strategies and training materials.

Let’s say you discover customers consistently mention that a clear explanation of long-term benefits helped overcome their initial cost concerns. You can emphasize this approach in your script updates and focus on it during role-play exercises in training.

Just make sure to include targeted questions in your surveys about your reps’ objection-handling techniques. Ask customers what concerns they had and how well they felt your reps addressed them.

Nextiva customer intelligence

Pro tip: Customer surveys can come across as spammy if they’re not a natural part of the post-sales process. With Nextiva, you can send automatic surveys after interacting with customers and see their responses directly in the continuous conversation. 

4. Guide prospects with the right content 

The more relevant and comprehensive knowledge you provide your prospects, the easier it is to overcome their objections.

Here are four types of resources you can make available to them:

Educational content

Providing resources like blog posts, whitepapers, case studies, and FAQs lets you preemptively address common objections.

This approach educates your prospects and positions your brand as a knowledgeable and trustworthy source. It also frees up sales professionals’ time to focus on more complex tasks.

Here’s how to implement this effectively:

Nextiva support portal

Social proof

Social proof helps reassure prospects that others have successfully benefited from your product or service, making it a more compelling choice. Using this form of validation is especially helpful in overcoming trust and credibility objections.

Here’s how to go about it:

Consider connecting your prospect to one of your current happy clients. This gives your prospect a chance to hear directly from someone who’s already using and loving your product or service. 

Interactive tools

Interactive tools provide hands-on experience for your prospects. This means they don’t just hear about your value proposition; they can actively see, evaluate, and understand it in a relevant context.

Prospects can more easily overcome their reservations about cost or practicality by directly exploring how your product can benefit them.

Here are some examples of interactive resources and what they’re best for: 

ToolPurposeBest For
ROI calculatorTo provide a personalized financial analysis showing the potential return on investment when using your product or service.Demonstrating long-term financial benefits and cost savings, beneficial for products or services with a significant upfront investment.
Product demosTo showcase how your product or service works in a real-world scenario.Giving prospects a hands-on experience of your product’s features and benefits and illustrating how it solves specific problems or improves processes.
ConfiguratorsTo allow prospects to customize or configure a product to their specific needs or preferences.Products with multiple variants or customizable features, helping customers visualize their ideal version and understand the possibilities.

Personalized solutions 

Personalizing your content shows your client you understand their unique needs and pain points. It lets people know you’re not just selling a product or a service — you’re giving them a solution to their exact problem. This builds trust and makes your solution more appealing. 

Some examples of personalized solutions include:

  • Customized emails, including introductory, follow-up, and offer emails
  • Tailored proposals 
  • Targeted presentations 
  • Industry-specific case studies

Start by thoroughly researching your prospect’s industry, company, role, and even the latest news about their business. Then, focus your communications on how your offering solves their particular problems. Highlight features or aspects that are most relevant to them.

How a Unified Communications Platform Helps Sales Teams Close Deals

A reliable unified communications platform centralizes all your channels, from email and calls to instant messaging and video conferencing. Investing in the right sales tool can directly impact your team’s performance and your company’s bottom line. 

Nextiva unified communications platform

Here are some of the product features that make that possible:

Navigating Sales Objections? Nextiva Has You Covered! 

Overcoming objections and securing successful sales can be difficult. But the right strategy and systems make handling these challenges much more manageable.

Here’s where Nextiva comes in. 

Our cloud VoIP phone system, AI-powered sales tools, and advanced automations allow your reps to communicate with customers wherever they are, get valuable insights into call performance, and boost sales.

As a team leader, you can use our call recording and analytics capabilities to see how your reps overcome objections and help set them up for success.

Boost your sales and drive revenue.

Your sales conversations + Nextiva’s selling tools will skyrocket your productivity.

ABOUT THE AUTHOR

Hava Salsi

Hava Salsi is a content writer and editor specializing in B2B SaaS, HR, and tech. With over five years of experience working with startups and businesses around the world, she produces engaging, user-centric content that educates, ranks highly, and drives conversions. She spends her time building her virtual writers' community, the H Spot, and tending…

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Gone are the days when a single phone number was the hero of customer care. 

In today’s hyper-connected landscape, B2B and B2C customers expect exceptional service across multiple touchpoints — from the constant use of social media and messaging apps to self-service portals and AI-powered chatbots.

That’s where a digital customer care strategy steps in to save the day. This omnichannel approach empowers your business to deliver seamless customer experiences, build stronger customer relationships, gain a powerful edge over competitors, and more.

But what exactly is digital customer care, and how should your business implement it? Keep reading to learn a few best practices or risk falling behind.

What Is Digital Customer Care?

Digital customer care leverages various online channels to provide convenient, personalized, and efficient customer support. This comprehensive support ecosystem empowers customers to connect on their terms — wherever, whenever. 

We can break down digital customer care into five key pillars:

1. Omnichannel support

Imagine a customer with a burning question about your product. They reach for their phone — not to dial your contact center, but to fire off a quick message on your company’s social media page or access the self-service portal.

In a multichannel support system, these disconnected service silos keep customer information hidden from your agents, which often results in poor resolution and customer satisfaction.

But in an omnichannel support system, customers are free to choose their preferred method of communication, whether via phone, email, text messages/SMS, live chat, or other means. Even better? Their data and interactions integrate into a single, easy-to-access platform for your agents to see.

omnichannel-cx-benefits

Statistics show that 86% of consumers expect this seamless communication across multiple channels with customer support. Two in five US consumers even say they’ve used three or more channels to reach a company’s customer service team.

Digital customer care is all about empowering customers to choose the communication method that best suits their needs, inquiries, and preferences.

Nextiva omnichannel customer support

2. Always-on accessibility

Customers don’t operate on a nine-to-five schedule anymore. Digital customer care provides a level of “always-on” accessibility to ensure your customers can find information or get help whenever needed.

Options like chatbots can handle basic inquiries 24/7, while knowledge base articles offer self-service solutions. This around-the-clock support caters to people across time zones and with varied schedules to boost customer satisfaction and resolutions.

3. Personalized interactions

According to recent customer service statistics, 68% of people feel brands should create personalized experiences in every interaction, including customer support. 

A well-equipped digital care system leverages tools, AI, and data analytics to:

  • Instantly recognize customers and provide agents with a snapshot of their customer journey.
  • Offer personalized support, recommendations, and solutions.
  • Integrate chatbots that learn from past interactions and tailor responses accordingly.
Customer-journey

4. Proactive service

A digital customer care strategy includes tools that anticipate customer needs and provide support before issues arise or escalate. 

Your proactive service may involve:

  • Sending automated reminders.
  • Sharing targeted product information based on past purchases.
  • Flagging potential problems based on account activity.
  • Engaging customers with personalized updates and information.
  • Using social listening tools to address potential issues and offer proactive solutions.

Businesses fail to address about half of customers’ social media complaints, and more than two-thirds of customers say they want organizations to “reach out and engage with proactive customer notifications.”

Digital customer care helps you cover your bases.

5. Efficiency and scalability

Digital tools built for customer service automation reduce agent involvement and streamline workflows so support team members can focus on resolving more complex issues. 

While AI-powered technologies automate repetitive tasks and chatbots handle routine customer inquiries efficiently, your team improves response times and ultimately helps more people.

Digital channels are inherently scalable, allowing you to easily manage an influx of inquiries without significant infrastructure or resource investments as your company grows.

Why Does Digital Customer Care Matter for My Business?

Investing in digital customer support is about keeping up with the times and giving your business a strategic edge. 

The following five benefits can help skyrocket your brand to the next level

Enhanced customer satisfaction

The greater the customer effort to resolve issues, the higher their dissatisfaction. But everyone loves prompt, convenient, efficient, personalized support across their favorite channels, so you’ll significantly improve customer satisfaction, boost customer loyalty and retention, and increase word-of-mouth referrals.

After all, surveys reveal that:

  • Consumers are 5.1 times more likely to recommend a brand after an excellent customer service experience. They’re also 3.5 times more likely to purchase from a business after positive customer experiences.
  • Consumers who report a good customer service experience are 38% more likely to recommend that company than consumers who received bad customer service.
  • 94% of consumers who give a company a great customer service experience rating are likely to purchase more products or services from that company in the future.

Increased operational efficiency

Omnichannel contact center software automates repetitive, routine tasks to free up your customer care team to focus on complex issues and provide high-touch support.

omnichannel vs multichannel

Unified, streamlined communication also provides all the information agents need to resolve concerns quickly and efficiently the first time.

You’ll reduce your agents’ workload, decrease call center turnover, shorten resolution times, and elevate your customer service simultaneously. That’s why recent whitepapers show that:

  • 79% of businesses consider automation necessary in their customer experience strategy.
  • Classifying service issues with AI and automatically routing incoming customer contacts increases agent productivity by 1.2 hours a day.
  • Nearly two-thirds of customer service tasks and up to 70% of contacts can be automated with an AI-powered omnichannel contact center solution.

💸  Bonus: McKinsey researchers discovered that businesses using automation to revamp their customer experiences can save up to 40% on service costs. So it’s a win-win all around!

Improved brand reputation and trust

Prompt, effective responses to customer inquiries build trust, encourage positive online reviews, and strengthen brand reputation. They’re the cornerstone of every customer experience strategy.

Your digital experiences also allow your business to address customer concerns publicly, demonstrating your commitment to transparency and accountability.

The result is a positive brand image that keeps and attracts new customers.

Access to data-driven insights

Digital customer experiences generate valuable data about customer behavior and pain points. Analyze this data, and you’ll gain incredible insights into customer needs, preferences, buying habits, and more.

Leveraging these data-driven insights will enable your team to develop targeted customer engagement strategies and continually improve your product offerings, service lines, and customer support. You’ll also identify weak areas and processes that must be optimized for success.

Over 60% of consumers expect customer service agents to know about their unique needs and expectations. A DCC that collects customer data and makes it easy to use will be able to exceed those expectations.

A powerful competitive advantage

In today’s competitive landscape, exceptional customer care is a serious differentiator.

We know that 91% of customers say they’re more likely to make another purchase after a great customer service experience, so brands that excel in digital customer care automatically stand out in a crowded market, attracting and retaining more customers than their competitors.

Higher operational efficiency also means they’re doing so without exceeding their budgets. That’s a sustainable long-term advantage, especially during unpredictable markets.

How Does Digital Customer Care Benefit Cloud Contact Centers?

Cloud contact centers are the backbone of digital customer care and lead to the following.

Integrated multi-service channels

Cloud contact centers seamlessly integrate multiple digital communication channels into a single unified communications platform.

This unified view of customer interactions from traditional channels (like phone calls and email) and emerging channels (like WhatsApp and Instagram) enables a smoother, more efficient omnichannel service experience. 

The customer’s journey is consistent and integrated across all channels, so they can switch between channels without losing context, having to repeat information to your support team, or getting frustrated.

Flexibility and scalability

Cloud solutions are inherently flexible and built to scale. 

You can easily add or remove features, agents, and channels as your business needs evolve. This ensures you’re always prepared to meet customer demands and manage peak periods without significant upfront investments in infrastructure or hardware upgrades.

Cloud contact center technology also allows customer service agents to work from anywhere, facilitating remote work. This flexibility can lead to increased agent satisfaction and productivity.

Access to essential and advanced features

Cloud contact centers offer a range of features designed to enhance customer care, including:

Example of an automated conversation analysis.

Using these features and agent collaboration tools will empower your team to deliver exceptional customer service faster and easier.

Clear cost efficiencies

Agent efficiency gains translate to lower operational costs. Cloud solutions also eliminate the need for upfront setup costs, expensive hardware and IT infrastructure, and ongoing maintenance of traditional, on-premises contact centers.

Subscription-based pricing also provides predictable monthly expenses. Nextiva offers a pricing model based on the number of lines in use, allowing companies to pay only for the resources and services they use.

Enhanced customer satisfaction

Your customer’s cloud contact center experience encompasses every touchpoint, communication, and interaction with the agents and technology in your support hub.

hosted-vs-cloud-contact-center

In a digital customer care strategy, this platform can:

How to Adopt a Digital Customer Care Mindset

Shifting to this model requires a cultural shift within your organization. 

Below are some key steps to consider when implementing a digital customer service strategy.

Understand your customers deeply

Take the time to understand your customer demographics, preferred communication channels, and pain points along their customer journey. This will help you tailor your digital customer service strategy to their specific needs.

To research your customer’s expectations for service and support, you should:

When you understand your customers better, you’ll know what works (and what doesn’t) and where you’ll score the most ROI before investing time, budget, or resources.

Evaluate your current capabilities

Ask your team these questions to assess your current customer care infrastructure, resources, and team skill sets:

Answering these questions will help you prioritize investments and tailor your digital customer experience strategy.

Invest in the right technology

The right technology makes all the difference. Consider scalability (a solution that flexes with your business needs), integration (with your existing CRM and other tools), and ease of use (to minimize training time and allow your team to focus on personalized experiences).

A cloud contact center is a must-have. As the ultimate foundation for digital customer care, this unified platform should integrate multiple digital channels in a single view, offer robust AI-powered features and functions, provide dashboards and reporting, and more.

Prioritize CX Software — a suite of tools designed to manage, analyze, and improve all aspects of a customer’s interaction with your company. CX Software includes tools for tracking, overseeing, and organizing every customer touchpoint from start to finish.

Your team can track customer purchases, online browsing behavior, and feedback from various channels, such as social media and customer service calls, to understand what customers are looking for. Then you’ll be in a stronger position to provide what they need.

Nextiva-lets-you-engage-customers-and-prospects-with-an-all-in-one-social-media-management-tool-2

Implement customer-centric strategies

To drive customer experience scores, you must always put your customer at the center of all your decisions. 

To do that, you should:

Measure, iterate, and aim for continuous improvement

Digital customer support is an ongoing journey that requires continual customer experience management

To succeed here, you should:

Contact center metrics

Getting Started With Digital Customer Care

Embracing digital customer care is an investment in the future of your business. It allows you to create a seamless and convenient customer experience that fosters loyalty and drives business growth. You’ll be empowered to meet the ever-evolving needs of your customers, reduce operational expenses, and gain a competitive edge.

But you can’t achieve any of those goals without the right technology!

Nextiva is the preferred digital customer care platform for cloud contact centers.

Our all-in-one solution offers a unified platform for communication and customer insight. You can track customer sentiment, get real-time alerts based on customer needs, automate actions to interact with customers based on their experiences, and more.

By having everything in one place, you’ll quickly resolve customer problems, save on third-party software costs, and simplify workflows for your staff.

🌟  See why Nextiva stands out for organizations that need a unified, holistic customer experience tool, customer-centric features, and scalable, affordable pricing now!

Your complete call center solution.

Run your call center in the cloud and take more customer calls with fewer agents.

ABOUT THE AUTHOR

Ken McMahon

Ken McMahon leads Customer Success for Nextiva. His 25 years of experience leading various aspects of the customer experience including professional services, customer success, customer care, national operations, and sales. Before Nextiva, he held senior leadership roles with TPx, Vonage, and CenturyLink. He lives in Phoenix with his wife and two children.

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What Is Average Handle Time & How Do You Improve It?

March 25, 2024 11 min read

Dominic Kent

Dominic Kent

When monitoring call center operations, few metrics receive more scrutiny than average handle time (AHT).

Many call centers closely monitor AHT as a key performance indicator (KPI) of agent productivity and efficiency. The push for quick call resolution times is based on simple economics: Shorter calls reduce labor costs and allow more customers or callers to flow through the system.

However, adhering too strictly to AHT goals can also hurt the customer experience.

In this article, we’ll do a quick rundown of AHT to help you understand what this customer service metric means, how to calculate it, and tips for improving it for your call center.

What Is Average Handle Time (AHT)?

Average handle time is basically just average talk time. It refers to the time, measured in minutes and seconds, that call center agents take to handle customer phone calls on average.

AHT is tracked in your call center software and is one of the key metrics and KPIs that call centers use to analyze customer support performance.

Nextiva analytics

The length of the call is measured starting from when the customer call begins, including hold time, total talk time, and any wrap-up time spent documenting the call after hanging up.

AHT often relates to customer satisfaction and agent performance. In theory, the quicker you resolve a customer’s concern, the happier they will be. But, of course, there’s a significant human impact to factor in here, too.

Average talk time is one important data point that contact centers should track to improve customer experiences. Other metrics include speed of answer, first contact resolution, customer satisfaction score, and Net Promoter Score®.

Remember, your customers will be the happiest if you resolve their concerns on the first contact. A shorter handle time isn’t always better, so don’t try to hurry customers.

Why Is AHT Important?

The average handle time is simple yet an important metric to measure. It plays a crucial part in improving your customer interactions.

If the time customers spend on a support call is longer than they’d like, they form a negative view of your business. In a perfect world, the average handle time is zero — as they’d rather not need to contact you at all.

On this basis, it’s easy to think the lower the AHT, the better. But there’s more in play than just time.

Contact center leaders recognize that the entire customer experience is more valuable than any individual call. So we’ve evolved from asking, “How was this call?” to “How do you view our company?”

5 elements of great customer service - put customer needs first, show genuine interest and empathy, create omnichannel support options, learn from customers, set CX goals and objectives.

Despite the shift to customer experience, contact center leaders still recognize the importance of AHT. Handle time impacts the total hold time, which influences customer effort and customer satisfaction scores.

Here are some key reasons to measure AHT:

While chasing aggressive AHT targets can undermine service quality if taken too far, moderate goals balanced with customer experience in mind help call centers maximize efficiency, capacity, and quality assurance.

How Do You Calculate Average Handle Time?

The conventional way to calculate call AHT is by dividing the total handle time (total talk time, total hold time, and after-call work time or follow-up time) across a defined set of calls by the number of calls.

AHT = (Talk Time + Hold Time + Follow Up Time) / Total Number of Calls

Many call centers monitor both individual agent AHT and overall call center AHT to track performance.

Average-Handle-Time-calculation

AHT calculation example

Let’s say you had 10 phone calls for the day and spent 50 minutes talking, five minutes on hold, and five minutes adding notes in your CRM.

So the formula for the average length of your calls works out like this:

[50 mins + 5 mins + 5 mins ] / 10 calls = 6 minutes AHT

Once you’ve calculated your average handle time, you can use the figure to optimize staffing. You can forecast the headcount you need if you know the average amount of time to help each customer.

Then when you know your call volume and average handling time, you can enter these figures into an Erlang calculator:

The Erlang calculator finds the best number of staff for a contact center at any given time. Supervisors use this to predict the ideal number of agents for peak periods so the customer experience remains at its best.

What Is a Good Average Handle Time?

Six minutes is considered a good average handle time across industries:

Average handle time across industries

But remember, there’s no universal “good” average handle time that applies to all call centers.

The optimal average handle time depends on various factors, such as the type of call center (inbound, outbound), simple queries vs. complex technical support, call types (sales calls, billing questions), and agent performance (experienced vs. new hires).

Setting the target AHT should factor in call type distribution and complexity to have realistic expectations.

AHT Industry Benchmarks

One recommendation by DeAnna Kerley, Customer Success Manager at Kustomer, is to lay out AHTs per service type. She suggested the following handle times for these call centers. The average handle time across these services is 6.73 minutes:

Service TypeAverage Handling Time (Minutes)
Delivery4.45
Marketplace7.5
Retail6.25
Services8.7

Another report by Cornell University tracks AHT by company size and sector. The average of these industries is 6.46 minutes:

Sector & Company SizeAverage Handling Time (Minutes)
Large Business8.7
Telecommunications8.8
Retail5.4
Business & IT Services4.7
Financial Services4.7

If we accept around six minutes as the industry standard, is it a good AHT? When delivery teams are averaging under four and a half minutes, it’s easy to expect the same from your other units.

Of course, your business may already be performing at a lower AHT. Does this mean you should make an effort to lengthen the time for calls handled?

You can only determine a good figure in conjunction with Net Promoter Score (NPS) and Customer Satisfaction score (CSAT). NPS measures how willing your customer is to recommend your product or service. CSAT measures how satisfied your customer is with your product or service.

Net-promoter-score

Once you’ve got your AHT metrics and customer feedback, decide whether you’re spending too much time with customers.

Common Mistakes When Managing AHT

For customer service operations, understanding and optimizing average handle time is important. Problems arise, however, when focusing on this metric too much. It can impact both service quality and support team dynamics.

Here’s a closer look at some of the common challenges and how they might affect your operations:

Balancing efficiency with quality and providing comprehensive training and resources are key to addressing these challenges.

Let’s take a deeper look at how to improve your AHT.

How Contact Centers Can Improve Average Handle Time

You can use many tools and techniques to improve AHT. A short average handle time often correlates with high NPS and CSAT but doesn’t necessarily result in more profitable customers.

Follow these five tactics to decrease average call handling times and improve your customer experience.

1) Offer specialized agent training

When a new agent starts, what do they do in their first week? If they only receive generic workplace training, you could hurt your handle times on day one.

Specialized agent training lets you tailor your customer service function around select inbound inquiries or customer segments.

Document all your products and segments in an internal knowledge base, and then note how many staff specialize in these areas. Next, conduct a gap analysis to identify which areas need more resources.

When you train agents this way, you can apply skills-based call routing to your queues. Customers then choose their topic and get routed to the best agent to solve their issue.

2) Assign high AHT agents a low AHT buddy

Training shouldn’t end at the end of your onboarding process. Identify successful agents with low AHT and pair them with an agent with a high AHT.

Working in real-time next to an agent means the low AHT agent can document and provide tips to avoid unnecessary delays.

These might be standard contact center practices or personal habits they can share with your wider team. Perhaps there are macros and shortcuts available to speed up after-call work (ACW) tasks.

If your resource doesn’t allow for buddying up in real-time, you can use call recording to apply the same process after the call.

3) Record calls and live monitor agents

A staple of any call center is access to recorded phone calls and speech analytics. Let supervisors or agents with shorter handle times listen to calls from those with a high AHT. This function can uncover triggers and behaviors that result in unnecessarily long calls.

Call recording is a great feature to determine if agents adhere to call center best practices and to uncover the causes of high call times.

When you listen to a call, document how agents can improve the customer experience. Is your team forgetting to acknowledge a high wait time? Identify if there are gaps in product knowledge or having to find the right place to enter information.

Go a step further and monitor your agents in real time. While it might sound creepy, live monitoring is interruption-free for both the customer and the agent.

When supervisors have access to in-progress calls, they know what is happening in the heat of the moment. If an agent needs help, they can use advanced features like Whisper to coach the agent or Barge-In to take over the call. Intervention here helps the agent for future calls.

4) Use self-service and automation tools

Part of your extended interaction times could be time spent transferring customers to the correct department. This overhead can add unnecessary minutes to the average handling time of your customer.

A big part of optimizing AHT involves streamlining information access and workflows to improve first-call resolution time.

While it’s easy to blame a customer for not selecting the right option, tools like interactive voice response (IVR) help customers pick the right option and remove unneeded call transfers.

Your AHT may also include “short call outliers.” These are common questions with short answers that customers call in to get a quick response. Consider adding things like business hours and how to pay invoices to your IVR.

The result? A more accurate AHT and a better customer experience.

5) Invest in employee experience

While the customer experience is crucial in any call center, the employee experience is paramount.

Disengaged employees pass on their negativity to customers — and average hold time can surge in just a matter of minutes. Pay attention to your call queues so the overall service level stays in check.

Make sure your scorecards and displays are beneficial for agents. In some cases, the added pressure of being an underperformer is a burden rather than encouragement.

Rather than displaying a league table based on talking time, try gamification to motivate employees.

Gamification outcomes

Striking the Right Balance Between AHT and Efficiency

All the above tools and techniques should form part of a comprehensive customer experience strategy. Prioritizing AHT improvement starts with a plan that’s specific and measurable.

Rather than as standalone call center metrics, leaders should AHT to drive improvements in their processes. For instance, high call times can be avoided with in-depth articles published regularly on a knowledge base.

Contact center metrics

As your business takes a closer look at AHT, it’s essential to use a defined formula consistent with contact center industry best practices.

“There is a trend in customer experience where metrics like average handle time are becoming less important in isolation. There is now a trend toward using a more holistic approach when measuring CSAT. By using a combination of different metrics, like average handle time, a business can analyze its genuine CSAT. They can measure this with broader indicators like Net Promoter Score (NPS) — but AHT remains a key indicator as processes get revamped.”

~Patrick Watson, Senior Analyst, Cavell Group 

Rather than firefighting and trying quick fixes, contact centers must plan for the future. Otherwise, you’ll end up in the same position six months later and have to revisit the amount of time people spend on the phone.

When documenting your plan, include these five tools and techniques. But, also spend time assigning an owner and a delivery date.

Remember, a plan without benchmarks and dates is a plan doomed to fail.

Make sure you have the right communications platform that call center agents and supervisors enjoy.

When businesses adopt a cloud-based contact center, they exert more control over their calls and customer experience.

Your complete call center solution.

See why top brands use Nextiva to handle calls at scale. Easy to use. Fast setup.

Average Handle Time FAQs

What’s a good average handle time?

A good average handle time (AHT) is one that efficiently balances between speed and quality of customer calls service. It varies across industries but aims for the shortest duration that resolves calls effectively, boosting customer satisfaction without rushing the process.

How do you calculate average hold time?

To calculate the average hold time, add the total hold time for all calls within a specified period, then divide by the number of calls handled. This metric is crucial for assessing the efficiency of your support team.

What is the average handle time analysis?

Average time analysis involves examining AHT data to identify trends, assess support team performance, and find ways to improve customer satisfaction. It can highlight areas for training or adjustments in the internal knowledge base.

What is the average handle time formula?

The AHT measurement quantifies the average duration of customer calls, including talk time, hold time, and after-call work. The average handle time formula is:
AHT formula

ABOUT THE AUTHOR

Dominic Kent

Dominic Kent is a content marketer specializing in unified communications and contact centers. After 10 years of managing installations, he founded UC Marketing to bridge the gap between service providers and customers. He spends half of his time building content marketing programs and the rest writing on the beach with his dogs.

Posts from this author

Imagine the last time a brand not only met your expectations but exceeded them in ways that left a lasting impression. Perhaps they anticipated a need you hadn’t voiced or resolved an issue with such ease and empathy that it transformed a moment of frustration into one of gratitude.

These customer experiences don’t just shape our view of a brand, they forge a connection that inspires loyalty and advocacy. This isn’t just good customer service. It’s the essence of customer experience marketing. In a time when personal touch often gets lost in automation, the brands that stand out are those that prioritize the human element, seamlessly integrating it into every customer interaction.

But how can your business achieve this? The answer lies in leveraging the creativity and insight of your marketing team to design experiences that anticipate and exceed customer expectations at every turn.

In this guide, we’ll share five strategies so that you can provide a brag-worthy customer experience.

But first, let’s talk about customer experience for a minute.

What Is Customer Experience Marketing?

Customer experience marketing (CEM or CXM) is a strategic approach that focuses on creating positive, memorable experiences for customers throughout their entire journey with a brand.

Unlike traditional marketing, which often centers on promoting products or services, customer experience marketing goes deeper into the relationship between a brand and its customers, with the goal of achieving loyalty and customer advocacy.

Many marketing departments are only focused on acquiring new customers. This approach is counterproductive since acquisition costs continue to climb.

And it doesn’t take much for consumers to cut ties with a business after a bad customer service experience:

  • 59% of people will walk away from a company after several bad experiences
  • 17% will walk away after just one bad experience

And that’s just in the U.S. In Latin America, 49% of people say they’d walk away from a favorite brand after one bad experience.

Bar graph showing when consumers stop interacting with a brand they love: after one bad experience or after several bad experiences

At its core, CXM is about understanding and responding to the needs, desires and pain points of customers at every touchpoint. This involves not only the moments when they are considering a purchase or engaging with a product, but also the ongoing interactions they have with the brand, whether through customer service, online experiences, or personalized communications.

Remember, the ultimate goal of customer experience marketing is to build a strong, emotional connection with customers so that they feel valued and understood.

This approach recognizes that positive customer experiences are inherently more memorable and shareable than low prices and high-quality products alone. They lead to organic word-of-mouth promotion and higher levels of customer retention.

By prioritizing the customer’s experience, brands can differentiate themselves in a crowded market, reduce customer churn and, ultimately, drive growth through increased customer loyalty.

Companies can measure their customer experience using qualitative and quantitative analysis. Top metrics include Net Promoter Score (NPS), Customer Effort Score, and customer retention (churn).

5-strategies-to-lower-customer-churn

Why marketing and customer service should work together

Your customers don’t view customer service as a department — they see your entire company through this one filter.

When treated well, happy customers are your strongest brand advocates. They spread word-of-mouth and leave positive reviews, which helps define your online reputation.

Not only that, but 81% of customers are willing to pay more for better customer service, and customer retention rates increase by 5% for every 1% increase in customer satisfaction.

So here are the top benefits for why you need marketing and customer service to work together:

In a nutshell, your marketing and customer service teams on the front lines can solve profound issues in the customer lifecycle — before your competitors do.

Top Strategies to Reduce Customer Churn

So how can your brand leverage CX marketing? Let’s take a look at some simple but effective marketing strategies to deliver an exceptional customer experience.

#1: Create an Engaging Learning Center

Creating a learning center is the first way to elevate your customer experience.

A customer learning center is a dedicated resource hub created by businesses to educate their customers about their products, services and relevant industry topics.

The content in this learning center answers questions that prospects or existing customers have about your product. It’s often the first place customers visit to solve a problem on their own. This documentation also gives prospective customers a realistic glimpse of your support offerings.

To get started, ask your customer service team what pain points customers face. Assess the number of inquiries and impact on customer experience for each topic. Meet monthly to select new topics to add to the knowledge base.

Give your marketing team access to sales or support call recordings to get the most out of this CX strategy. That also includes access to support tickets and researching accounts in your CRM.

For this strategy to be fruitful, use the exact terminology that customers use in the content you create, from blog posts to landing pages to social media posts.

Publish content with an educational angle

A good customer experience is built around high confidence in using your product. The first place people seek help is a Google search (whether you like to admit it or not!). Instead of resisting it, capitalize on the organic traffic that’s already there.

Take this Nextiva example — they have a double ranking in search thanks to a well-maintained support site. The information about network jitter is relevant to current and prospective customers.

Nextiva blog post on network jitter in the SERPs

Remember, customers want to do more than just learn how to perform basic tasks with your product. Exceed customer expectations by showing them how to improve the way they live and work so they actually look forward to using your product or service.

Also, don’t let account set-up webinars fall by the wayside. Consider curating your webinars in order to welcome new customers. Canva does this exceptionally well with an educational video series that fast-tracks new users into their platform:

Canva home page

Share goal-driven tutorials and engaging case studies

Help articles should go beyond the basics. Step up your customer experience by elevating the purpose of support articles. Featuring specific outcomes or industries draws in more customers to consume the content.

Case studies can also compel your customers to do more with your product. Breaking down how your company helped other customers or clients can be an excellent way to encourage those who are still in research mode to take action.

Nextiva case studies

#2: Build Customer Loyalty with Social Media

Social media has become one of the first channels that customers contact to get help. A study by Facebook cites that 64% of people prefer to message a business than other methods:

Screenshot of a smartphone showing that social media has become one of the first channels that customers contact to get help.

If you’ve ever wasted time trying to reach an actual customer service person because you’re required to press one for this issue or press two for that department, you’ll understand why customers prefer live chat, either on the brand’s website or on their social media channels.

So it stands to reason that you should use social media in your customer service efforts. Share your most popular support articles and case studies on social media. You’ll be surprised to find that future customers who are on the fence could be swayed to choose you with all these easy-to-access, preemptive help.

Nextiva on social media

Just be sure to respond to questions and comments on your social platforms!

#3: Simplify the Onboarding Experience

Did you know that increasing customer retention rates by only 5% increases a company’s profits by 25-95%?

This mindset should start as soon as the customer is onboarded. How well you manage this makes the difference between repeat business and flushing money down the toilet. Guide the onboarding experience with behavioral targeting tools to trigger the right messages at the right time. This creates a more coherent experience for the customer.

Your goal at this point is to reduce friction. What’s friction? It’s anything that induces buyer’s remorse or runs counter to expectations set earlier. It also erases the customer lifetime value you’ve worked so hard to earn:

Lifetime Value vs. Customer Lifetime Value - Calculating the Difference (Formula)

Add FAQs that answer common and relevant customer service issues or needs into your onboarding materials or landing pages. Addressing these concerns cuts down on the amount of live support you need to provide later.

Nextiva FAQs example

If you already have a solid onboarding process, look for more learning opportunities. One idea is to collect feedback through short customer satisfaction surveys. Verbatim responses can help your marketing team develop stronger buyer personas.

According to growth advisor and our VP of Marketing Zach Grove, it’s a smart idea to automate this process:

“When a new user first signs up for your product, consider adding an automatic email with a direct question — and encourage them to hit reply. You can ask them why they decided to sign up or what goal they’re hoping to achieve with your product.

From there, you can start back-and-forth email conversations with customers that will inform your buyer personas more than any marketing tool could.”

Using these insights, you can create a tutorial to lead customers using your SaaS product. Help them get the most out of it to achieve the most common user goals. A welcome video can help them get excited about using your product or service.

Use onboarding to accomplish different goals

For instance, Holstee, which created the journaling app and website called Reflection, uses its onboarding process for two functions:

  • First, it demonstrates the app in action.
  • Second, it provides a great customer experience.
Use onboarding to accomplish different goals

When users sign up for a free account, they receive a guided writing prompt every day for two weeks by email. Each prompt gets users comfortable with the app and demonstrates the value of journaling.

This customer experience strategy proves to customers the benefit of the product, which upholds the promises made by its marketing.

#4: Deliver a Clear, Consistent Message

Content marketing is one of the most significant areas to back your support team. You might find many questions along the entire customer journey revolve around product capabilities. Marketing answers these questions long before the person becomes a lead.

Design your marketing campaigns so they deliver clear, consistent messaging. Customers should know the desired outcome of your product or service. If you’re running a promotion, make it clear how the sale works. If you’re unveiling a new product, make sure you clearly outline the benefits. If you’re rolling out a loyalty program, your audience should easily understand how to join, earn and redeem rewards.

Addressing these gaps early on reduces customer service questions and disappointment later.

Here’s an example of a clear and an unclear marketing message for a campaign we’ll call “Streamline Your Day with TimeTracker: Every Minute Counts”

  • Clear marketing message: “Unlock the power of every minute with TimeTracker, your go-to solution for maximizing productivity and efficiency, both at work and at home. Experience a seamless way to manage your time, tasks and projects with precision and ease.”
  • Unclear marketing message: “Experience the essence of moments with TimeTracker, where the journey of your day finds its harmony in the mingling of productivity landscapes and the symphony of task orchestration.”

Use an omnichannel platform so customers get a consistent brand experience regardless of how they contact you. Audit your outbound email templates and support documentation at least annually. This effort keeps your message consistent across every touchpoint.

omnichannel-cx-benefits

#5: Deepen Your Customer Insights

It’s essential to understand your customers in order to make the best business decisions. Even better, surveying customers regularly will uncover risks and address them earlier.

Look at the difference in experiences and attitudes between respondent groups over time. Analyze what causes this difference, and decide how to close the gap.

Once you have your customer data, make targeted improvements. An example includes revising content in your knowledge base if it drives complaints. Likewise, retailers can also address gaps in customer support processes or templates.

If you’re not savvy with conducting surveys, get up to speed with these survey best practices:

Nextiva survey tool

Use proactive customer service

Many businesses use reactive customer service. This approach means customers often start with a bad experience.

On the other hand, proactive customer service means reaching out to your customers to share improvements to your products and services or ask them how they’re enjoying your product or service.

Proactive messaging contributes to a positive experience because it shows your advocacy. It’s also strategic because it reminds customers of your innovation and growth.

Be bold about your commitment to customers

With stellar customer experience, you have newfound confidence to serve tomorrow’s customers. Don’t keep it a secret. Great customer service stands out in any industry. An outstanding customer experience gives you an edge against larger companies.

Pagely, an enterprise WordPress host, boasts real-time Net Promoter Score (NPS) and customer satisfaction scores on its site and social media. Satisfied clients consistently endorse them when pitted against rivals for their no-nonsense attitude and responsiveness.

Pagely, an enterprise WordPress host, boasts real-time Net Promoter Score (NPS)

Customer Experience Marketing Is a Success Story in the Making

When orchestrated well, marketing delivers a positive customer experience that rivals can’t duplicate.

Your customers will tell their friends and colleagues about their experience. Be it a great support call, a super relevant email, or a shoutout on social media. Give them a story to tell.

Customer experience management doesn’t have to be difficult. Anyone can uncover meaningful topics to cover on your website. The bottom line is these marketing initiatives lighten the load on your customer service team and attract new customers.

These marketing strategies don’t just apply to slick startups. All brands of any size can deliver a more unified customer experience strategy with Nextiva, thus raising the bar for their industry. Remember, there’s always more you can do to elevate your customer experience.

Ready to close the gap between your customer support and marketing teams? Nextiva’s customer service platform brings it all together in one view. 

Customer Experience Marketing FAQs

What is consumer experience marketing?

Consumer experience marketing focuses on enhancing the interactions between a business and its customers across all touchpoints. It’s not just about promoting a product or service, but ensuring that every aspect of the customer journey — from initial awareness through purchase and beyond — delivers value, satisfaction and positive engagement.

This approach is crucial in customer experience management, as it prioritizes customer feedback and satisfaction to create a more personalized and engaging marketing strategy. By addressing customer pain points and minimizing churn, businesses can foster stronger, more loyal relationships with their customers.

What is CX in marketing?

CX, or Customer Experience, in marketing refers to the sum of all experiences a customer has with a brand, across various stages of the customer lifecycle. It encompasses every interaction, whether direct or indirect, from browsing a website to interacting with customer service, to the actual use of the product or service.

What are the 3 Cs of customer experience?

The three Cs of customer experience are key elements that contribute to a successful CX strategy:

Consistency: Delivering a uniform experience across all channels and touchpoints so that customers receive the same level of service and quality whether they interact online, in-store or through customer support.
Customization: Tailoring interactions and communications to meet the individual needs and preferences of customers. By leveraging insights from customer feedback and data analytics, businesses can personalize the customer experience by addressing specific customer pain points.
Connection: Building emotional bonds with customers by engaging in meaningful interactions that go beyond transactional relationships. This involves understanding and empathizing with customer needs, and creating experiences that resonate on a personal level, which can significantly reduce churn and foster loyalty.

What are the 4 components of customer experience?

The four components of customer experience are foundational elements that work together to create holistic and satisfying customer journeys:

Brand Interaction: This involves every point of contact where a customer interacts with the brand, from advertising and social media to customer service and the use of the product or service. Making sure you deliver positive and consistent brand interactions is key to successful customer experience marketing.
Customer Feedback: Actively seeking, analyzing and acting on customer feedback is crucial for understanding their needs, addressing pain points and continuously improving the customer experience.
Personalization: Using data and insights to customize the customer experience, making each interaction feel tailored to the individual’s preferences and history with the brand. This customization can significantly enhance customer satisfaction and brand loyalty.
Emotional Engagement: Creating emotional connections with customers through memorable and meaningful experiences. Emotional engagement can turn satisfied customers into brand advocates and is a powerful tool in reducing churn.

ABOUT THE AUTHOR

Alex Doan

Alex Doan is an experienced senior marketing professional specializing in propelling growth for both B2B and B2C companies. Proficient in streamlining marketing operations for seamless sales transitions, utilizing analytics and consumer insights to achieve measurable outcomes. Committed to enhancing lead and customer experiences through effective journey mapping.

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