Gone are the days of tangled cords and sky-high phone bills plaguing traditional landlines. You’ve entered the world of VoIP, which lets you make phone calls directly over your internet connection, offering crystal-clear calls, flexibility, and advanced features.

Think of it like sending an email instead of mailing a letter. Your voice is transformed into digital data packets, zipping across the internet to reach your customers anywhere in the world.

In this guide, we’ll explain how VoIP phone systems work and why VoIP isn’t just about saving money, it’s about reimagining communication.

What Is VoIP?

Voice over Internet Protocol (VoIP) refers to the standards that facilitate voice-based phone calls using an internet connection instead of a local telephone company.

Voice over IP converts your voice into a digital signal, compresses it, and sends it over the internet. This allows you to make calls using a broadband internet connection instead of a regular (or analog) phone line.

To use VoIP, you need:

People opt for VoIP because they can make phone calls without any telephone service, which saves them on long-distance calls.

If you have internet access, you don’t need to run any extra copper wires. This lets employees work from home or telecommute to the office as well.

How Does a VoIP Phone System Work?

A VoIP phone system transforms standard phone calls into data packets that are transmitted over the internet, rather than traditional landlines or mobile networks. It works by taking the analog audio signals from your voice and converting them into digital signals sent over your high-speed internet connection.

VoIP systems bypass phone lines and use your existing internet infrastructure for making and receiving calls. The result is a flexible and cost-effective business phone solution.

Here’s a quick rundown of how VoIP works:

As long as you have a high-speed internet connection, which includes a router and modem, you are ready to use VoIP.

VoIP vs. Landline — What’s the Difference

Landline phones use old Public Switched Telephone Networks (PSTN) that transmit voice calls over dedicated copper wiring.

While basic and limiting in features, landlines can offer consistent quality and uninterrupted service powered by private branch exchange (PBX) systems during outages.

However, they come with higher costs than VoIP since traditional phone systems require professional installation and dedicated infrastructure to operate.

Why VoIP is cheaper than traditional landlines

VoIP uses modern internet infrastructure to convert voice into data packets that are transmitted flexibly across broadband connections. VoIP systems provide businesses with significant cost savings, mobility with remote access, and convenient calling features.

Call quality and reliability may vary based on the quality of your VoIP service provider and internet speed. Power outages and network jitter can also disrupt service.

VoIP problems are easy to fix with a few best practices, and choosing a reliable VoIP service helps.

VoIP is the future of telecommunications and a better choice than landlines any day (despite a few challenges).

FeatureLandlineVoIP
TechnologyPhysical wiresInternet
CostTypically more expensiveOften cheaper
FeaturesBasicMore advanced
ReliabilityMore reliableCan be affected by internet
MobilityLimitedFlexible

Types of VoIP Technologies + How They Work

Hosted VoIP for business

A hosted VoIP phone system consists of many devices, including smartphones, to provide unified business communication. This is packed into a cloud phone system or a “cloud PBX.”

Administrators can manage the permissions and features for each employee along with more sophisticated VoIP features with an online interface.

Diagram of a Hosted VoIP Infrastructure

When an employee calls a customer, they pick up the handset and dial them just as they normally would. The IP phone (or app) travels through your Local Area Network (LAN) switch and business router before reaching the VoIP service provider. From there, the VoIP provider establishes the call.

If the network path to the called party supports a digital voice signal, then the call quality is upgraded to high definition. Otherwise, a VoIP provider connects the call over the Public Switched Telephone Network.

Using a hosted VoIP system in your business is that simple. However, for established businesses with a more sophisticated phone system, there are different needs.

If the office uses a PBX, you probably also pay for trunked telephone lines. These trunked lines handle voice calls from the PBX to the phone company — and they’re not cheap!

SIP trunking for PBX phone systems

In some cases, companies are locked into their hybrid phone system due to the costs of replacing hardwired phone lines in every office. Since VoIP uses the Session Initiation Protocol, it can be used to establish multiple lines of calls through the internet.

You’ll see in the diagram below SIP trunks accept calls from the VoIP provider. Inbound and outbound calls are funneled in much the same way until they reach the business location and are hardwired into a PBX.

SIP trunking for PBX phone systems

Like old-school analog circuit switches, the “trunk” acts as a switch to control and funnel data.

The most significant benefit for large and small businesses alike is if they have a hardwired telephone system on site. SIP Trunking allows you to mix analog phone systems and new VoIP solutions to eliminate redundancy.

SIP Trunking provides multiple channels of voice service on-demand for any IP-based PBX.

A SIP Trunk can either be metered or unmetered for $15–$25 each month. They aren’t too hard to set up, either. Simply provide the SIP username and password to your PBX.

Mobile devices & Wi-Fi connectivity

Thanks to the meteoric rise of mobile devices in the workplace, unified communication is a requirement.

Employees are no longer tethered to their desks. Road warriors and remote staff can take business calls using nothing more than a VoIP app for their smartphones.

In some offices, Ethernet might not be a practical option. The speed of Wi-Fi has improved substantially, which has made way for Wi-Fi calling.

Keep an eye on your network congestion bandwidth utilization. You might need to adjust a few network settings for optimal performance.

📚 Also Read our VoIP Troubleshooting Guide to address these issues once and for all.

Top VoIP Phone Features

In addition to some serious cost savings, extensive phone features are another important motivation why so many companies switch to VoIP.

Here are the top features offered in a VoIP phone system:

VoIP features

Related: 40+ Best VoIP Features Your Small Business Can’t Do Without

📞 Call management:

  • Automatic Call Distribution (ACD): Routes calls to available agents based on pre-defined criteria, ensuring efficient handling and faster response times.
  • Interactive Voice Response (IVR): Guides callers through automated menus, reducing wait times and directing them to the right resource.
  • Call Recording and Analytics: Records calls for training, quality assurance, and dispute resolution. Analytics provide insights into call patterns and agent performance.
  • Whisper Coaching: Allows supervisors to privately coach agents during live calls, enhancing training and customer satisfaction.

🤝 Collaboration and mobility:

  • Video Conferencing: Connect with colleagues or clients face-to-face seamlessly, regardless of location.
  • Voicemail-to-Email: Get voicemail messages delivered to your inbox. Listen to voicemails and respond through your email.
  • Softphones: Make and receive calls from any device with an internet connection, fostering remote work flexibility.
  • Real-Time Presence: See who’s available to receive calls and chat messages. Live status updates are accurate and straightforward.
  • Click-to-call: Initiate calls directly from web pages or CRM systems, streamlining workflow and improving sales outreach.

🖇 Integration and customization:

  • CRM integration: Synchronizes call data with CRM software, providing a complete view of customer interactions.
  • Instant Messaging: Send and receive text messages with customers. Perfect for quick updates and appointment reminders.
  • Custom Dial Plans: Configure call routing based on specific needs, like routing international calls to designated lines.
  • API Access: Developers can integrate VoIP functionalities into custom applications and software.

Related: What Is a Contact Center? Definition, Features, and Uses

Key Benefits of Using VoIP

VoIP offers businesses a reliable phone service, and it doesn’t cost you all that much.

Here are some of the top benefits of switching to VoIP:

1. Cost savings

VoIP can substantially reduce phone bills compared to traditional landline systems. VoIP calls are made over the internet, so there are no per-minute charges.

International calls are also much cheaper for VoIP. These savings add up, potentially cutting phone bills in half each month.

2. Flexibility

With VoIP, businesses can host their phone system in the cloud instead of needing bulky on-site hardware. This allows employees the flexibility to make or receive calls from anywhere with an internet connection. Calls can be forwarded to cell phones or remote locations.

call-forwarding-in-Nextiva

3. Advanced features

VoIP includes a full suite of advanced calling features like auto-attendant, find me/follow me call routing, call recording, voicemail sent to email, conference calling, and more.

4. Scalability

Cloud phone service scale seamlessly as a business grows. It’s easy to add extensions or lines at your office or remote locations. This helps facilitate opening new locations or allowing more employees to work from home.

5. Better call management & analytics

VoIP systems provide excellent data around call volume, times of day, call distribution, and patterns. This helps businesses understand higher traffic times so they can better staff to meet customer needs.

Analytics provide insight to improve operations.

Screenshot of Nextiva Analytics
Example of call analytics in Nextiva

VoIP Phone System Requirements

Thinking about setting up a VoIP phone system in your business? Here’s all the equipment you’ll need to make sure your business is ready.

☎️ Hardware

Modem and router: These are the gateways to the internet, allowing your VoIP system to send and receive data. Choose a reliable modem and router that can handle your call volume and internet usage.

SIP Phones: All VoIP phones are SIP phones and vice-versa. They establish calls by using a VoIP service provider. Nextiva offers a wide variety of VoIP desk phones that offer a ton of functionality for both small businesses and enterprises.

Softphones: If you don’t need a traditional telephone, you can just download a softphone to make VoIP calls using your cellphone, laptop, or desktop. These VoIP applications keep your Caller ID separate because the voice data is handled directly through your VoIP provider.

Headsets: These are optional but highly recommended for hands-free calling and improved audio quality. Choose comfortable headsets with good noise cancellation if your environment is noisy.

Analog Telephone Adapters (Optional): For the holdouts of analog phones, never fear. With an ATA, you can retrofit your phones so they function correctly over VoIP. They might not have all the conferencing capabilities available, but they offer reliable service.

🌐 Internet connection

A good internet connection is crucial for VoIP call quality. Aim for a minimum of 100 Mbps download and upload speeds for optimal performance. Consider fiber optic internet for the most reliable connection.

Bandwidth

VoIP calls require less bandwidth than streaming video, but you still need enough to handle your call volume without choppiness or dropped calls.

Calculate your required bandwidth based on the number of simultaneous calls you expect and your internet service provider’s (ISP) recommendations. The standard bandwidth required for VoIP is 100 Kbps per device.

👉 Check your connection quality with our free VoIP speed test.

📲 Software

VoIP service provider: Choose a reputable VoIP phone service that offers the features you need, such as call forwarding, voicemail, and auto attendants.

Provisioning software: Your VoIP service provider will likely provide software to provision your phones and configure your system.

Selecting the Right VoIP Phone System

Choosing the right business VoIP is critical to maintaining a high standard of business communications and operations.

Beyond just comparing technical features, you want a reliable partner that offers a smooth setup, quality ongoing support, and financial stability to provide a communication system for years to come.

Key factors to evaluate in your VoIP buying decision include:

A business phone system like Nextiva meets and exceeds these criteria. U.S. News awarded Nextiva the #2 spot in their 2024 Best Business Phone Systems rankings, praising its scalability and seamless integration with popular business applications.

“Nextiva empowers businesses to streamline communication, improve customer interactions, and boost employee productivity.”

Lauren Swift
Editor, US News

When you choose Nextiva, you choose a reliable partner that helps you seamlessly transition to VoIP and helps you navigate all your communication issues along the way.

Related: What Is a Virtual Phone System & How Does It Work?

Change how you call.

Get a VoIP service with Nextiva.

FAQs about VoIP

Can I use my existing phone with VoIP?

To use your existing analog phone with VoIP, use an Analog Telephone Adapter (ATA). It retrofits existing phones with more features and capabilities. In many cases, it may be more desirable to use a SIP phone because of its native functionality to work with VoIP services.

How much does a VoIP phone system cost?

A VoIP phone system costs between $20 and $40 monthly per line. Depending on the number of users, commitment, and features, your costs could be less. A decent IP phone starts at $70, but they can also be leased for as low as a few dollars each month.

The total cost of a VoIP phone system should factor in phones, accessories, service, and any one-time setup costs. Nextiva doesn’t charge any setup or activation fees and includes free porting and setup of your business telephone number.

How to avoid VoIP issues

— Ensure Sufficient Internet Bandwidth – Conduct Internet speed tests regularly and upgrade your bandwidth if needed, especially before adding more VoIP phones or lines. Slow internet and latency are the number one cause of choppy VoIP calls, echoes, and disconnects.

— Use a Power Conditioner – The best power conditioners and UPS backups will regulate power spikes and fluctuations to your VoIP network equipment to prevent crashes or sound anomalies during calls.

— Enable QoS on Your Router – Quality of Service (QoS) settings give high priority to VoIP data packets on your network. This prevents other bandwidth activities like large file downloads or video streaming from disrupting your calls.

— Keep Firmware Updated – Updating router and IP phone firmware provides under-the-hood optimizations, and security improvements and ensures feature compatibility. This prevents bugs or vulnerabilities from creating issues.

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

Best Business Text Messaging Apps for 2024 [Free & Paid]

January 14, 2024 9 min read

Danny Grainger

Danny Grainger

There’s nothing worse than nearly landing a new customer but having it fall through at the last minute because of missed communication. With 92% of US adults using text-enabled phones daily, the right business text messaging app can ensure your business never misses another opportunity. 

Texting from your business line is a must these days — so many opportunities to stay in touch with customers, qualified leads, and even employee group texts.

Here, we help you choose the best texting and SMS services for your business so you never miss another lead and your team is always in sync. 

Business Text Messaging Basics

Text messaging and text message marketing are now essential tools for businesses of all sizes. With open rates exceeding 95%, text messages are a highly effective form of communication.

Far beyond just sending promotional messages or text message blasts, business text messaging serves a wide range of purposes, including:

  • Creating message templates for easy campaign management
  • Meeting confirmations and real-time appointment reminders
  • Personal thank-you messages and sending coupons to customers
  • Multimedia messages and picture messaging for visual effect
  • Drip campaign automation 
  • Team/group texting

When using text messaging for business purposes, following specific guidelines is important. You should always obtain consent from the intended receiver before sending text messages. This means providing an opt-in mechanism if they no longer wish to receive text messages.

In addition to obtaining consent, text messages should always use clear and concise language. Don’t send slang or abbreviations that may confuse readers; personalize your messages whenever possible. 

You must also register your business phone number for texting from VoIP, known as 10DLC. Here’s a helpful guide that explains it in great detail:

Business Text Messaging Campaigns & Use Cases

Traditionally, e-commerce businesses have used text messaging campaigns to send blast campaigns and alert readers to discounts or sales. 

On the contrary, business text messaging campaigns ARE NOT limited to e-commerce businesses. In fact, companies in all industries, from tech to healthcare, can benefit from using text messaging to communicate with their customers and employees.

Business Text Use Cases

Beyond e-commerce campaigns, some practical use cases for business text messaging include: 

  • Meeting confirmations & contact information: Send a text message to confirm a meeting time, location, and any necessary contact information.
  • Personal thank you messages: Send a personal thank you message to a customer after they purchase or complete a service. These can be set up with autoresponders to ensure each customer receives the same experience. 
  • Team/group texting: Use group texting to communicate with your team members quickly and efficiently.
  • Product/order updates: Send follow-ups and updates on a customer’s order or product delivery status.
  • Sending gift cards: Send gift cards to customers as a thank you or promotional offer. Uber Eats is a primary example of a company using this effectively. 
  • Two-factor authentication: Use text messaging as part of a two-factor authentication process to enhance security.
  • Customer job-site photos: Send photos of a job site to customers to keep them informed about progress.
  • Appointment reminders: Send appointment reminders to customers to reduce no-shows.
  • Customer event/community invites: Invite customers to events or community activities via text message.

These are just a few examples of how businesses can use text messaging effectively. The key is thinking creatively and finding ways to use text messaging that will benefit your business and your customers.

Top Business Text Messaging Services

There are many business texting apps available in 2024. Different services offer a range of features and capabilities, from group texting and scheduled messages to auto-replies and custom fields. Some of these services, such as larger CRMs like Salesforce and HubSpot, are often too complicated for the needs of many businesses. 

With so many business SMS tools available, choosing the right service for your business can be difficult.

Here, we’ll compare some of the best business text messaging services available in 2024, both free and paid, to help you choose the best option for your needs.

1) EZ Texting

EZ Texting

EZ Texting is a top-rated cloud-based business texting service for the United States and Canada. Their messaging solutions help businesses deliver superior customer service with streamlined communication and improved outreach efforts.  

Key features

Key features include bulk texts, MMS, delivery reports, reminder campaigns, text polls, and text-to-landline functionality. 

Pricing

Plans start at $20 per month, which includes 500 messages per day for $0.027 per message.   

G2 rating

4.5 out of 5 stars from 537 reviews. 

2) Nextiva

Nextiva Business Phone System

Built with business owners in mind, Nextiva is a cloud communications company combining many communication channels to improve business sales and communication.  

Key features

Nextiva excels at helping businesses of all sizes deliver exceptional customer experiences which drive business results. Features and marketing tools include:

  • A clean, user-friendly interface 
  • Cell phone calls, voice, video, collaboration, SMS, chat, and survey features 
  • Virtual phone numbers and toll-free texting support 
  • Generous high-volume text message volumes with both mobile app and desktop functionality  

Pricing

As a text messaging platform, Nextiva payment packages start at the Essential package for just $18.95 per user per month, scaling to Enterprise packages for larger teams at $32.95 per user per month. 

G2 rating

4.5 out of 5 stars from 3,018 reviews. 

3) SimpleTexting

SimpleTexting screenshot

SimpleTexting offers a clean and affordable SMS marketing service, primarily for more customer-facing purposes. 

Key features

SimpleTexting offers powerful text marketing features like mass text alerts, customer service, and automated campaigns. They also feature a mobile text messaging app for on-the-go communication with thousands of contacts or on a 1-1 basis. 

Pricing

SimpleTexting offers flexible credit-based plans starting at $29 per month, growing to $899 monthly for businesses with unlimited contacts. 

G2 rating

4.7 out of 5 stars from 622 reviews. 

4) Textla

Textla business texting service

A new addition to the business SMS market, Textla distinguishes itself with the best pricing packages on the market, designed for businesses looking for a cost-effective, simple, and intuitive SMS solution. Textla offers total price transparency since it sits atop the Twilio CPaaS platform.

Key Features

Key features include Campaign Management, Keyword Opt-Ins, SMS Inbox, Contact Management, Reporting, and more.

Pricing

Pricing is free for up to 25 contacts and costs $89 per month for unlimited contacts. Price per text is ultra-low at less than $0.01.

G2 Rating

Textla has a 5.0 out of 5 on G2 from 9 reviews.

5) Textedly

Textedly Screenshot

Textedly is a bulk-messaging text service that can send SMS and MMS mobile (Android and iOS) text messages.

Key features

Textedly boasts easy-to-build opt-in subscriber lists with simple mobile phone number list import. Scheduling, message delivery tracking, and SMS drip campaigns. 

Pricing

Starting from $26 per month (billed annually) for 600 text messages, growing up to $349 per month for 18,000 monthly text messages. 

G2 rating

4.7 out of 5 stars from 352 reviews. 

6) Brevo

Brevo Screenshot

Integrating email, SMS, and chat to build customer relationships across numerous verticals, Brevo (formerly Sendinblue) helps businesses stay in touch with their customers and nurture profitable ongoing relationships.   

Key features

Brevo’s stand-out features include ease of use, outstanding support quality, and ease of setup. It also has landing pages and marketing automation functions built-in.

Pricing

Brevo has numerous plans for varying feature inclusions, ranging from a free account up to custom options. 

G2 rating

4.6 out of 5 stars from 990 reviews. 

7) Podium

Podium Screenshot

Podium is an all-in-one marketing and communication platform designed to help local businesses. 

Key features

Podium’s key features include outstanding customer feedback management, social network monitoring, and sleek dashboard use and integration. 

Pricing

Podium’s payment plans start at $249 per month for small businesses or self-employed entrepreneurs just getting started, growing to $599 for larger, mature companies. 

G2 rating

4.5 out of 5 stars from 1,326 reviews. 

8) Salesmsg

Salesmsg Screenshot

Salesmsg is a dedicated SMS app catering to small and large businesses. Facilitates two-way texting, SMS marketing, calling, and more. 

Key features

Offers transactional SMS messaging, API integration, and two-way text messaging. 

Pricing

Credit-based payment plans start at $25 per month, growing to $249 monthly for 7,500 credits, with custom options available.

G2 rating

4.6 out of 5 stars from 111 reviews. 

9) TextMagic

TextMagic Screenshot

TextMagic is a secure and easy-to-use text messaging service providing 30,000+ companies the option to send notifications, alerts, reminders, confirmations, and SMS marketing campaigns every day. 

Key features

TextMagic has bulk SMS text messaging, automatic replies, and two-way text messaging as top features.

Pricing

Pre-paid plans for as low as $0.049 per message.

G2 rating

4.4 out of 5 stars from 86 reviews. 

What to Look for in a Business SMS Provider

When choosing a business SMS service, it’s important to consider the features and functions that align with business requirements. Below are some essential attributes to watch for:

  • Virtual phone numbers: Virtual phone numbers enable you to transmit and get texts via a local or toll-free line. They are ideal for businesses keen on sustaining a local image or offering clients a toll-free way to reach out.
  • Collaborative messaging: This feature facilitates several users to send and receive SMS from a collective inbox, ideal for firms looking to encourage collaboration among team members in customer interactions via SMS.
  • Toll-free texting support: Texting customers from a toll-free business phone number lets customers intuitively call your sales or support line who prefer discussing matters verbally.
  • Generous text message volumes: A valuable service will grant a generous quota of messages, for instance, 1000 texts for each user every month, catering to businesses with extensive texting needs.
  • Desktop functionality: This feature facilitates the dispatching and reception of texts from your computer, which is ideal for firms whose teams prefer desktop-based communication.
  • Mobile functionality: A smartphone app is a must if you want to exchange business text messages through mobile or tablet devices, befitting businesses aiming for flexibility and mobility in communication.

In addition to these critical features, excellent customer support, pricing, and positive customer reviews are vital aspects to consider before settling on a business text messaging tool for your company.

⚠️ Text Messaging Rules of the Road

Before implementing text messaging into your business protocols, you must ensure you do so in a way that complies with industry best practices and legal requirements. 

  • Obtain consent: Businesses must gain customers’ permission before messaging them from their business phone number. The Telephone Consumer Protection Act dictates marketers must receive express written consent before sending promotional messages to their customers. This encompasses offering an avenue for customers to subscribe and granting them a hassle-free method to unsubscribe if they choose to.
  • Provide clear opt-out instructions: Every text sent out should have straightforward directions for recipients who want to discontinue the service. A typical instruction could be, “To stop receiving messages, reply with STOP.”
  • Follow data privacy laws: Following data protection regulations is non-negotiable when handling customer details. Check your state or local authority for more information. 
  • Comply with industry standards: Phone companies and the government have collectively established benchmarks for unsolicited phone calls and text messaging. The Cellular Telecommunications Industry Association (CTIA) and the FCC’s Telephone Consumer Protection Act (TCPA) regulate message content, frequency, and dispatch.

By following these legal and industry requirements, businesses can ensure that they are using text messaging responsibly.

Related: TCPA Compliance Checklist and Best Practices for Businesses

Business Text Messaging FAQs

Can I add SMS text messaging to my VoIP phones?

Most VoIP providers don’t include or provide text messaging on their phone extensions. However, with its professional and enterprise phone plans, Nextiva includes text messaging from phone extensions as a free feature.

Why do I need permission to send text messages?

The Federal Trade Commission has strict guidelines and penalties for businesses that spam customers with unwanted text messages. Messages and numbers marked as “spammy” also often get blocked or filtered, so before sending a text message, we recommend asking yourself, “Would I mind receiving this?”

What is 10DLC?

10DLC is short for 10-digit Long Code, a type of phone number used for sending and receiving text messages. It is a local or toll-free long-code number that mobile network providers approve for Application to Person (A2P) text messaging.

10DLC numbers allow businesses to send more text messages at a lower cost. Also, because these numbers are pre-approved by mobile network providers, messages sent from 10DLC numbers have a better chance of reaching the recipient than with standard local long codes or short code numbers.

Are there free text messaging services for businesses? 

Yes, several free text messaging services are available for businesses, such as Google Voice, TextNow, and TextFree. 

However, these services have limitations on the number of messages you can send, deliverability issues, and are restrictive in the features they offer. Most importantly, these free virtual phone numbers are often reassigned and are blocked from text message (SMS) verification services.

ABOUT THE AUTHOR

Danny Grainger

Danny Grainger is a seasoned copywriter who specializes in helping brands build awareness and effectively communicate their value to both businesses and clients. With a focus on business marketing, advertising, and SaaS, he has a knack for translating the intrinsic worth of products and services into compelling narratives.

Posts from this author

Easy VoIP Troubleshooting Guide for Common Call Issues

January 13, 2024 14 min read

Jeremiah Zerby

Jeremiah Zerby

When customers try to call your company, the last thing you want is the added hassle of calls sounding bad or even dropping unexpectedly. Troubleshooting phone call issues isn’t so simple, but there’s a methodical way to narrow the causes and improve call quality.

By arming yourself with some essential troubleshooting steps, you can often nip common VoIP issues in the bud, potentially saving yourself a time-consuming call to tech support. We’re diving into five causes and fixes for issues that could impact your cloud phone system.

Intro to Voice over Internet Protocol (VoIP)

Voice over Internet Protocol means that your audio is transmitted over your existing internet infrastructure. Voice over IP works well across many types of internet connections. Internet Protocol (IP) has built-in redundancies to ensure packets reach their destinations consistently.

In this video, we’ll get you up to speed if you’re newer to VoIP technology.

Is VoIP reliable?

VoIP is highly regarded for its reliability. But even with the best technology, disaster can strike.

Reputable VoIP service providers offer an impressive uptime track record of 99.999%, dubbed “five nines.” This level of reliability ensures that the service is available to users almost continuously, with minimal downtime. However, it is crucial to note that the reliability of VoIP also depends on the consistency of the internet connection associated with the VoIP devices.

However, VoIP data packets are often sent through the User Datagram Protocol, known as UDP. UDP is a fast method of data transmission but doesn’t have error-checking capabilities. When data packets are lost, they’re not recoverable. But with Transmission Control Protocol (TCP), data packets are re-sent to ensure peak reliability, albeit at a slightly reduced speed.

Voice calls rely on real-time audio. Even with a few lost data packets, calls can result in garbled voice. VoIP is highly reliable on any decent broadband connection rated for 3 Mbps or higher.

Troubleshooting Common VoIP Issues

VoIP problems involve networking or Internet connectivity issues. They can also include security problems and issues involving related devices. Follow these steps in order and use the process of elimination to determine which issue needs fixing.

No time to read? Shy from Nextiva breaks down these common VoIP problems in the video below:

Problem #1: Networking and LAN Issues

illustrated man frustrated with computer


Common Symptoms: Cannot make calls, one-way audio, choppy voice, bandwidth issues, router issues

Networking and Local Area Network (LAN) issues usually involve problems between personal computers or the equipment that connects them to the Internet. This is often a router issue. Either the router is malfunctioning, or you have the wrong router for cloud telephony.

When using VoIP, you’ll need a router that prioritizes calls through the internet. This feature is known as Quality of Service, or QoS for short. This prioritizes VoIP calls ahead of less-critical network traffic. Most modern broadband routers offer this feature.

You may experience call quality issues if you don’t set it up. How to make sure your LAN is working properly:

  1. Unplug power to the router. Wait 30 seconds. Plug the cord back in.
  2. Set up QoS settings for VoIP.
  3. Disable SIP ALG or forward ports
  4. Check for firmware updates for your router.

1) Reset your router and all computers and check the wiring

Power-cycling your modem and router by unplugging the power for 30 seconds and plugging it back in can often be the first quick fix. But if you find repeated issues, here are more ways to troubleshoot VoIP issues with wiring.

By following these essential steps, you can ensure that all cable connections in your VoIP phone system are secure, which will contribute to a reliable and high-quality communication experience.

2) Ensure you have a router configured for VoIP prioritization

This means checking if your router supports QoS (Quality of Service) settings. Confirm they’re enabled. While every router is different, most QoS settings are in the router’s management interface.

3) Disable SIP ALG

Most consumer routers offer a “feature” that attempts to fix VoIP issues. Trust us; it causes more problems than it’s worth. The Application Layer Gateway (ALG) modifies packets sent between internal devices. The quick fix here is to turn off SIP ALG and disable any “SIP Helpers” within your router.

Follow this guide to learn how to disable SIP ALG. When troubleshooting this VoIP connection issue, calls dropping after 10 minutes and device registration issues are common symptoms.

If your router doesn’t have a VoIP-tuned QoS feature, you may need to dedicate more bandwidth to your VoIP devices. Some routers let you dedicate a minimum of 100 Kbps to a MAC address. It’s crude, but it works. To do this, you’ll need to know your phone’s hardware address. It’s usually found on the back of your phone or by navigating the phone’s on-screen menu.

4) Upgrade your router

If reconfiguring your router settings doesn’t work and you’re still experiencing router issues, you may need a new router. Upgrading to a dual-band router can significantly improve your VoIP experience. If your vendor no longer supports your router, look into open-source firmware such as DD-WRT or FreshTomato.

Dual-band routers are capable of transmitting on different frequencies. This way, users can assign each frequency a different task. Your 2 GHz network can handle your thermostats and guest traffic and not your real-time communication devices. Your 5 GHz network is ideal for TVs, IP phones, conference phones, workstations, etc. You can assign VoIP communication to a dedicated channel.

5) Adjust the placement of your wireless router

It is essential to consider a few factors to improve the placement of your router and enhance VoIP connectivity. Assess the presence of any obstacles, such as walls, doors, or furniture, that can interfere with the Wi-Fi signal.

Position your VoIP router in a central location within your home or office, ensuring that it is near the connected devices. This central placement will help minimize the number of obstacles between the router and the wireless devices, resulting in stronger and more reliable connectivity for your VoIP calls.

With your router located higher up in your building, you can optimize the performance of your VoIP system and enjoy clear, uninterrupted communication.

6) Check for VoIP phone system registration issues

Missing calls from your VoIP provider? There are several troubleshooting steps to try.

☑️ Verify device and account settings:

  • Ensure that your VoIP device, whether a handset, desk phone, or softphone app, is properly logged into your VoIP service.
  • Confirm that your account is associated with the correct business phone number.

☑️ Check registration status:

  • If you’re using a hardware VoIP phone, check if it is still registered with your VoIP provider. If it’s not, you may need to re-register the device. Contact your VoIP provider for guidance on this process.

☑️ Disable Do Not Disturb:

  • Ensure that your phone’s Do Not Disturb (DND) feature is turned off. This feature can unintentionally block incoming calls.

☑️ Review call forwarding settings:

  • Examine the call forwarding settings within your VoIP application. It’s possible that you may have accidentally modified the configuration, redirecting your calls to another device or user.

☑️ Network and connectivity:

  • Evaluate your internet connection to ensure it is stable and not causing any disruptions to your VoIP calls. Consider restarting your network devices or reaching out to your internet service provider for assistance.
  • If you’re using a wireless connection, try switching to a wired connection to rule out any potential wireless interference issues.

If you have attempted these troubleshooting steps and are still facing missed calls in VoIP, contact your VoIP provider’s support team for further diagnostics. They can provide personalized guidance based on your specific setup and configuration.

Problem #2: Phone and Voice Quality

Illustrated lady on the phone


Common Symptoms: Echo, bad audio, buzzing, delays in transmission

If you’re sure all your networking equipment is working correctly, you can look into other reasons why your VoIP service isn’t functioning properly.

If you’re experiencing phone and voice quality issues, it’s important to rule out reasons such as call volume, interference, and faulty phone equipment. Here’s how to check your voice quality:

Problem #3: WAN and Internet Connectivity

illustrated person having connectivity issues


Common Symptoms: Choppy voice, voice delays or echo, speed issues, number not found or busy signal

Another common set of problems that can cause an array of issues is wide area network (WAN) or internet connectivity issues. These include issues that aren’t necessarily contained within your vicinity or equipment. This includes trouble with your Internet Service Provider (ISP).

Some internet bundles are for web surfing and streaming but aren’t powerful enough to use VoIP. Transporting voice packets is essential for VoIP calling.

It requires an additional set of internet protocols that your ISP may not be providing. Before you begin VoIP troubleshooting, ensure you have a business-class internet bundle that supports VoIP usage.

How to check your WAN connectivity and internet speeds:

  1. Run a bandwidth speed test (Test yours free from Nextiva)
  2. Test for packet loss
  3. Contact your ISP

1) Run a bandwidth-speed test

Nextiva has an easy-to-use speed test to determine if your network is VoIP-compatible. Your speed will determine how many VoIP phones your network can handle. Before performing the test, ensure you plug your computer directly into the modem.

2) Test for packet loss

Packet loss occurs when data packets are transmitted correctly from one end of a connection but fail to reach their intended destination. This is usually caused by bad network conditions or internet congestion. VoIP connections are dependent upon data packet transmission.

Therefore, even a small amount of packet loss can result in VoIP communication issues. To find out if you’re experiencing packet loss, you’ll need to run a ping test.

Open Terminal or Command Prompt on your computer and type ping 8.8.8.8 and observe the result.

Packet loss ping test

As you run the tests, document your results so you can give them to your internet service provider if necessary.

3) Examine causes for jitter and packet loss

Jitter and latency are commonly experienced issues in VoIP calls, impacting the quality of communication. Jitter occurs when parts of the audio data in a VoIP call are received by the recipient out of order, resulting in garbled or choppy conversation. On the other hand, latency refers to an audio delay, where the speaker’s voice takes a longer time to reach the recipient.

Jitter

One cause of jitter is when the audio data packets sent during a VoIP call experience drops or congestion in the network’s transit. This disruption can result in the packets arriving at the recipient out of order, leading to an inconsistent and nonsensical conversation.

Latency

Latency, on the other hand, arises due to the time it takes for the audio data packets to travel from the sender to the recipient. Delays can occur as a result of various factors, such as the distance between the two parties involved in the call, the routing of the data through multiple network nodes, or network congestion. These delays can cause a noticeable lag between the speaker’s voice and its reception, leading to difficulties in maintaining a smooth conversation flow.

Best practices

To minimize disruptions and maintain a high-quality VoIP call experience, ping should be kept below 150 milliseconds and jitter below 30 milliseconds.

Problem #4: Security

Illustrated man having security issues


Common Symptoms: VoIP deregistration, firewall issues

Since VoIP is connected to the internet, it’s susceptible to virtual attackers and security threats. Security issues can not only affect call quality but also place your customer data at risk.

That’s why if you suspect you’re having issues with VoIP security, you should address them immediately.

  1. Reset your passwords
  2. Identify rogue devices
  3. Implement VLAN tagging for devices

1) Reset your passwords

Credentials for VoIP services can be hacked. They’re in high demand. With your SIP/VoIP credentials, unauthorized users can place expensive calls or even listen to calls in progress. If you suspect your password has been compromised, reset all passwords. Additionally, consider updating passwords on a regular basis.

VoIP Troubleshooting: LastPass Dashboard Screenshot
Source: LastPass

Use strong passwords that contain letters (both capital and lowercase), numbers, and symbols. It’s smart to encrypt these passwords somewhere safe using password encryption software like LastPass.

2) Set security layers and firewalls

The VoIP admin can deploy a firewall for your VoIP systems. These firewalls usually function by limiting the type of traffic allowed on calls and closing the session once a call concludes.

Firewalls also help map unusual patterns and identify signs of an attack. While many VoIP routers have these capabilities, talk to your VoIP provider about the security measures offered.

Problem #5: Faxing Issues & Other Devices

Illustrated businesslady trying to send a fax


Common Symptoms: Faxing errors, alarm system integration
Enterprises rely more and more on digital paperwork for the business. However, sometimes fax machines, printers, and scanners are still used to send and receive data.

Fax machines, unfortunately, aren’t compatible with VoIP. This could lead to problems for those who rely on these machines to send information. How to combat issues because of third-party equipment:

  1. Install compatibility components
  2. Find compatible security solutions

1) Install compatibility components

It’s unlikely you’ll be able to plug your fax machine into your VoIP equipment. You’ll probably need to install compatibility equipment to run a fax machine and other similar devices through your VoIP phone.

Equipment varies among providers, but many offer bridging components (like a fax bridge) to help you send and receive digital information.

2) Find a compatible security system

Nowadays, many security systems require an internet connection. However, you’ll want to ensure yours is compatible with your VoIP phone service.

If the security system isn’t compatible, it can cause issues with both the security system itself and your VoIP service. You may need to check with your VoIP service provider about compatibility with certain security systems, but you can learn more about how alarms work with VoIP.

When You Must Call for Help

If you encounter any of the above issues, it may be time to call for help. Since business VoIP relies on internet service and internet phone service providers, sometimes the problem is simply out of your hands.

When your internet connection goes offline

When the internet connection goes down with Voice over Internet Protocol (VoIP), it results in a disruption of the calling capability and usage of the VoIP application for all connected devices. In other words, making and receiving calls through VoIP will not be possible until the internet connection is restored.

However, it is important to note that mobile devices can still utilize VoIP functionality by using cellular data instead of relying on an internet connection. This means that even if the internet goes down, you can still make VoIP calls on your mobile devices as long as you have an active cellular data plan.

You have chronic call connectivity issues

Also, if you notice issues with your VoIP equipment or call connectivity, it’s better to call your VoIP service provider. They can help you troubleshoot any issues as an expert. However, most VoIP connection issues can be covered here.

VoIP troubleshooting is a great way to diagnose common VoIP issues on your own without contacting your internet or VoIP providers. Proper troubleshooting lets you determine where the problem is, what’s causing it, and how to fix it. It’ll also save you money in replacing otherwise functional network routers and switches.

After you’ve checked all your cables and power cycled all your equipment with no success, your VoIP provider may need to perform more advanced troubleshooting.

This is why it’s important to work with a trusted VoIP leader that is known for superior reliability. If you work with a knowledgeable and trustworthy company, you should be up and running in no time.

But maybe it’s not you — it could be your provider. Looking to upgrade? Our cloud PBX has you covered!

FAQs

What causes echoing in VoIP calls?

One common cause of echoes in calls is feedback from call participants, where the sound from the speakers of one party’s VoIP phone system is picked up by their microphone and transmitted back to the other participants, resulting in an echo.

Problems with a call participant’s VoIP phone system, such as faulty hardware or improper configuration settings, can also lead to echoing. Issues with the internet connection, including low bandwidth or high latency, can further exacerbate the problem.

Echoing in VoIP calls can be attributed to call participant feedback, problems with VoIP phone systems, internet connection issues, and malfunctioning or inadequate speakers.

What are the common VoIP problems that businesses face?

Businesses often encounter various issues when using Voice over Internet Protocol (VoIP) systems. These problems can arise from factors such as the location of the business, the specific VoIP software and hardware being used, the number of active network users, and the daily call volume. However, irrespective of the virtual telephony provider, both enterprise-level and small businesses commonly face certain VoIP call quality problems. Understanding these issues is crucial in order to troubleshoot and find appropriate solutions.

Some of the most common VoIP problems that businesses experience are as follows:

– Jitter and latency
– Echo
– Choppy audio and low-quality calls
– No sound once a call connects
– Dropped calls
– Phone doesn’t ring when receiving inbound calls

By identifying and understanding these common VoIP problems, businesses can take appropriate measures to address them and ensure smooth and reliable communication through their VoIP systems.

How can I troubleshoot dropped calls in VoIP?

If your internet is down or you’re experiencing connectivity issues, it is crucial to contact your internet service provider (ISP). Without a stable internet connection, your VoIP service cannot function properly. Resolve the internet connectivity issue first before troubleshooting further VoIP problems.

To prevent call timeouts caused by router settings, you can adjust the UDP timeout duration. Increase the timeout to at least 60 seconds to allow for longer calls without disconnections. Additionally, consider changing devices from UDP to TCP, as TCP enables the retransmission of lost voice packets.

If calls seem to drop after a specific amount of time, it is possible that your provider has set up a UDP timeout to automatically disconnect calls. Contact your provider and request them to remove the safety disconnect. Meanwhile, you may need to hang up and call clients back.

Update your firmware and any compatible VoIP hardware and equipment to reduce the load on your local network’s bandwidth. This ensures that you are using the most current versions and may help optimize performance.

ABOUT THE AUTHOR

Jeremiah Zerby

Jeremiah Zerby is a marketing specialist at Nextiva. He spent three years on the front lines of technical support, troubleshooting internet and VoIP topics. He moved forward into the technical writing and content creation space. He’s helped set up hundreds of businesses and advised thousands of people with their cloud communications.

Posts from this author

Ask any athlete how they got better and reached the next level in their careers. They will say their “secret” is practice — and really great coaching.

The same is true for making performance improvements in your contact center. You can’t expect agents to turn up one day and be better at a certain skill. There’s no secret formula to improve your call center metrics overnight. But, with a little time and intention, you can help your team members reach their full potential and, ultimately, change your overall call center performance.

Here, we’ll cover why you should include call center coaching in your call center strategy, 10 practices to follow when coaching call center agents, and everything you’ll need to build your own coaching program.

Why Is Call Center Coaching Needed?

The rationale behind call center coaching is twofold: It benefits your agents and your business. This mutual success contributes to the betterment of your customer-facing business functions and the processes within your business.

Benefits for your agents

If you help your agents become better at their jobs, coaching is a win-win for both them and the business. But it also helps your agents enjoy work as they become more successful in their roles. The less stress they face, the less likely they are to experience burnout. Equally, there’s a higher chance that they will be able to help your customers without checking the clock all day to see whether their working hours are finally up.

When agents benefit from call center coaching, you can expect:

  • Improved skills and performance: Coaching helps agents refine their communication, problem-solving, and technical skills, leading to better call handling and resolution.
  • Higher confidence and motivation: Positive feedback (as well as the removal of negative feedback) and targeted guidance boost agent confidence, while setting goals and tracking progress increase motivation.
  • Less stress and burnout: Effective coaching equips agents to handle challenging situations, mitigating stress and preventing burnout.
  • Personal and career development: Coaching promotes continuous learning and skill development, opening up opportunities for career advancement.

When applied correctly, effective call center coaching is a powerful step in the right direction to support agents’ personal and business lives. And this can only be a good thing for your business.

Benefits for your business

As humans, we feed off each other’s energy. If your contact center agents are happy and well-trained in their roles, your customers are going to reap the rewards because of the agents’ motivation and competence.

We can all recall specific examples of when a customer called in and was greeted by a miserable agent who had got something wrong on their last call, and the customer’s mood switched to mirror the agent’s. This usually sets the tone for the call, and everything goes downhill.

Agents who are happy to receive calls and feel like they have made the previous caller’s day better contribute to creating more cheerful customers who are patient and feel the agents are there to help.

When your business benefits from call center coaching, you can expect:

  • Better customer experience: Improved agent skills translate to smoother customer interactions, happier customers, and higher satisfaction scores.
  • Reduced call handling time: Efficiently resolving issues leads to shorter call durations, increased agent productivity, lower average handle time, and higher first-call resolution.
  • Improved employee engagement and higher retention: Investing in agent development creates a positive work environment, boosting morale and reducing turnover.

10 Call Center Coaching Best Practices

1. Empowering knowledge

You can’t expect your agents to know everything about every product, but you can create a comprehensive knowledge base for quick reference. This might be an FAQ database stored on your intranet or a help center available to both agents and customers.

Nextiva support center

Outside of company-wide initiatives, tap into the skills of your most experienced agents. Encourage knowledge sharing and bite-sized learning for continuous skill enhancement. This might mean a one-off coaching session led by a seasoned agent or regular ask-the-expert sessions on a monthly or quarterly basis.

2. Mastering the craft

The more prepared agents are for real-life scenarios, the better they can handle them when they occur.

During agent onboarding, use role-play based on real customer calls for practical training. Make sure you introduce your agents to both fast-paced yes-or-no calls and long, drawn-out troubleshooting with challenging customers.

Another call center agent coaching technique to use before an agent takes their first call is to buddy up with mentors or top performers for one-on-one coaching. Sit your new agent with a pro so they can shadow them for a few sessions. Encourage active listening and questions during wrap-up so agents get the most out of these interactions.

3. Automating when it makes sense

There is more call center technology at your disposal than ever before. With management functions such as analytics, you can understand trends in the blink of an eye and tailor training based on common bottlenecks and frequently asked questions.

For basic queries and routine tasks that don’t need human input, such as providing opening hours or checking account balances, introduce call center automation such as interactive voice response (IVR) or conversational AI.

4. Using integrations for efficiency

Integration features such as click to call and screen pop add a much-needed efficiency boost to physical agent tasks such as dialing and finding account information.

You can eliminate misdials and automatically load customer records when integrating your phone system with a customer relationship management (CRM) system.

CRM-integrations

5. Prioritizing customer centricity

It’s hard to always put the customer first, especially if you’ve got other things on your mind. While we’re all human, it pays to make customers your priority.

However, that doesn’t mean you must ask agents to become robots. Instead, it means setting and tracking customer satisfaction scores and training agents in empathy and active listening. When you know how customers feel about your customer service and you can see agents respond to encouragement and training, you can double down on what works. It’s a cycle that feeds itself.

Empower your agents to resolve issues promptly, even if they need to go off script. Don’t make it the company culture that every word on a page needs to be read. Let agents judge the situation and make their own decisions about whether the customer scenario demands it.

6. Crafting a winning culture

If your call center team is genuinely a team, it’s only going to become better and better with time. By recognizing group achievements and hitting shared goals, everyone feels supported. Create opportunities to celebrate your milestones together as a team.

gamify leaderboard sales

Ensure that your team members have open lines of communication with each other and call center managers and supervisors. If someone has an idea based on customer feedback, make sure there’s a way to ensure that suggestion is considered and a method for follow-up. 

An environment where there are no bad ideas encourages people to speak up instead of hiding new winning strategies out of fear of negative consequences.

7. Celebrating your agents

As well as rewarding team efforts, it’s also important to acknowledge individual contributions. When it’s clear that an agent is making steps toward professional growth, congratulate them in person, online, or as part of your monthly all-hands meetings.

Be aware of how different people respond to group celebrations. Some agents may be more introverted, so an e-gift certificate may be better received than a presentation in front of your entire organization. Using apps such as Bonusly helps build a culture of appreciation by enabling supervisors and peers to send rewards based on an allocated balance.

Bonusly recommended for you
Via: Software Advice

8. Building resilience and well-being

Winning isn’t everything, so you must also focus on employee well-being. It can be tough listening to customer complaints all day, so providing stress management resources and flexible work options goes a long way.

It might be as simple as allowing remote or hybrid work. Given that cloud call center software makes this possible, the only change to the work is the physical location. Agents can benefit from the removal of commutes, the ability to take their dog for a walk on their break, or the chance to make a healthy lunch for a change.

Even when in the office, regular breaks and scheduled off-call activities help maintain a healthy, engaged team. You don’t have to reinvent the wheel here, either. Staff can spend time writing new processes, helping out with call center training, or contributing to community or charity projects.

See Also: 10 Data-Backed Methods to Overcome Remote Work Challenges

9. Measuring and iterating

Call center best practice dictates that what gets measured gets managed. If you’re not monitoring key performance indicators (KPIs) and conducting regular reviews of agent performance, you’re working in the dark.

When you move to being led by call center KPIs, you embrace a culture of continuous improvement. Instead of finger-in-the-air training based on hearsay and gut feelings, you can review and tailor coaching sessions to focus on the right areas.

10. Learning from every interaction

Working in a call center means you have a unique experience every time the phone rings. Every piece of data can be turned into information that helps your agents and your business.

Start by analyzing calls for coaching opportunities. Your quality assurance or quality management processes should lean into discovering opportunities that identify bad calls and encourage better outcomes next time and identify great calls that can be used to showcase the right way to serve customers.

Call center quality assurance

You can also gain valuable insights by asking agents how they think calls went. Listening back to call recordings (or listening in in real time) is one thing, but sometimes those recordings lack the rationale or emotional explanation that only agents can provide.

Remember to Coach Yourself

There’s a lot to be said for top-down coaching. Sure, it positions you as the coach and the person entrusted with bettering your call center. But coaches are only as good as their mentors and trainers.

Abide by these three coaching principles to ensure your coaching style is that of a leader rather than an enforcer.

Leading starts with self-leadership

To some, leadership is a natural trait. If you led the soccer team or were cheer captain, you’ve grown up with responsibility for group success. For others, it’s a skill that they need to learn.

People can be high achievers when it comes to individual contributions. But that doesn’t always translate to effective management or coaching.

By investing in your own growth and development, you become a better leader for your team. Consider taking external courses on leadership and add the following books to your reading list:

Coaching is a journey

You won’t be perfect immediately. You can’t expect instant change. But, when you’re patient with yourself and celebrate small wins, you can make incremental changes that make you a better coach and help your agents progress, too.

By sharing your new skills with fellow staff members, your knowledge becomes vital to the success of the business. As one agent becomes a master in their field, you both level up, freeing you to continue learning and progressing in your own career.

Modeling what you preach

When people look to you for help and leadership, your own actions and commitment to personal growth set the tone for your team.

If your agents see you’re giving your all, working smart, and encouraging others while looking after your physical and mental health, they will follow your lead.

Think about the way you wish to be perceived and the message you want to convey to those you’re responsible for. Always remember that what you show is what people will see.

Empowering Your Team With Call Center Software

Contact center coaching isn’t a one-and-done thing. It’s a learning journey for you and your agents. Incorporating regular coaching and auditing existing processes are extremely important to the success of your call center and wider business.

The introduction of call center software that gives your agents all the tools they need to be successful at their jobs can make the lives of your agents and the work of your business easier during continuous improvement. After all, it’s no good having the best call center agent on the planet if their tools stop them from showcasing their talent.

Inbound call center hero

Nextiva’s call center platform gives your agents the tools they need to be successful.

From features such as CRM integration for increased agent efficiency to call flows that allow the best-suited agent to handle a client’s call, Nextiva has your agents’ needs covered.

Likewise, coaches are looked after. Recording and monitoring come as standard features that can be fed into your speech analytics so all your data are interpreted and presented in easy-to-digest formats.

When combining high-quality coaching and the power of cloud call center software, everyone wins — especially your customers.

The call center that solution teams love.

Sales and support teams use Nextiva to deliver a better customer experience.

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 AI: Features, Pros, Cons, and More

January 12, 2024 9 min read

Alex Doan

Alex Doan

Artificial intelligence (AI) has taken the business world by storm, and most would agree that it’s greatly improved the efficiency and ease of day-to-day operations. 

Organizations are implementing machine learning and AI-powered technologies in every aspect of their work processes, from data analytics to daily communications. But perhaps no part of an organization is transformed by AI more than the contact center .

Contact center AI helps customer support agents and teams work faster and more efficiently while simultaneously reducing their workloads. However, the capability requires more than just adding a generative AI-powered chatbot or a transcription feature — there’s a wide array of AI-powered tools that can truly empower contact center agents and help them delight customers.

So, let’s take a closer look at AI solutions in the contact center, see what they can do, and learn how they help contact center teams succeed.

What Is Contact Center AI?

Contact Center AI is a suite of customer communication tools intended to automate contact center operations, including assisting customers and agents. It encompasses the many different functions that can enhance the contact center experience based on vast amounts of customer interaction data. 

There are many advantages to using automation throughout the customer journey, but major benefits include the ability to:

  • Extract insights: AI-powered tools can analyze vast quantities of data from customer conversations to glean new insights, such as common customer questions, agent performance, and potential issues.
  • Automate tasks: AI tools can automate repetitive tasks, such as taking notes, summarizing interactions, and logging customer calls. This makes work easier for the contact center agents and frees up time so they can focus on more pressing matters.
  • Create personalized experiences: AI-powered tools can be used to help agents provide personalized customer experiences, drawing upon past interactions, purchases, and individual needs to give agents fully contextualized insights into each customer.

A good AI-assisted platform will offer a wide array of tools and features to help organizations attain all these benefits and more.

Contact Center AI Features

What tools and features make CCAI tick? An AI-assisted contact center platform consists of features to scale customer engagement, assist agent messaging both during and after calls, and gather and analyze data.

Customer-facing AI features

These contact center technologies assist customers before they speak with an agent — or even remove the need to speak with an agent. This provides a better customer experience (CX) by enabling customers to get the help they need quickly on their own.

Customer-facing AI features include:

Virtual agents and chatbots

Chatbots have advanced beyond the days of frustrating automated menus with limited options — today’s bots are more advanced, capable of carrying out tasks and understanding questions or requests.

Chatbots and virtual assistants with conversational AI can understand and answer questions, resolve simple customer issues, and qualify leads 24/7, accurately understanding requests and using natural language to generate human-like responses.

chatbot vs intelligent virtual agent

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

Intelligent call routing

Of course, there are times when a human touch is required, and in those instances, AI-powered call routing can make sure that the customer reaches the right contact center agent for the job. 

One of the most impactful applications of AI occurs with interactive voice response (IVR) call routing.

Advanced IVR call routing analyzes the customer’s intent and integrated data sources and directs the customer to the agent whose skills best match their needs.

lead generation chart

Sentiment analysis

AI’s analytical abilities don’t end there, as AI tools can also analyze customer sentiment in real time. 

Sentiment analysis works by either identifying phrases that indicate mood (such as “This is frustrating” or “You’ve been a great help”) or listening to the customer’s tone, depending on the tools. It uses those cues to understand how the customer is feeling and provide tailored responses.

Self-service portals

Sometimes, customers want assistance but don’t need to speak to a live agent. This is where self-service portals come into play, as they can provide customers with access to account information, online forms, and knowledge bases so that they can resolve issues on their own.

Conversational AI can make self-service portals far more informative and intuitive, enabling customers to find information and carry out tasks as efficiently as a live agent.

Agent-facing AI features

Once a customer reaches a human agent, contact center AI solutions can continue to assist throughout the call. 

Even when the call is over, AI-powered platforms reveal helpful insights and metric tracking to help agents improve their performance.

Agent-facing AI features include:

Real-time agent assist

An important feature is real-time agent assist, which listens to calls for keywords and questions so it can provide information to the agent during the call. This includes instant suggestions from the system’s knowledge base, recommendations for the best actions to take, and even step-by-step guidance during customer interactions.

For instance, if a customer asks an agent to explain a certain feature or troubleshoot a problem, the agent assist tool can understand the question and instantly show the agent how to help the customer quickly and efficiently.

Nextiva-call-pop

Automated call transcription and summary

It’s important that agents have detailed notes for each of their calls, especially if they need to keep track of information such as model numbers, previous steps customers have taken, or other important details. However, writing everything down during a call can be time-consuming and distracting. That’s where automatic call transcription comes in, as it takes real-time notes and records everything that was said.

Several contact center tools include automatic call summaries to accompany the transcriptions, highlighting action items and creating helpful notes from each conversation. 

With these transcripts and summaries, agents can easily find important information from each call. Automatically taking notes and summarizing calls is a huge time saver, freeing up agents to focus on other customers.

Predictive analytics

One major strength of AI is the ability to analyze large quantities of data and identify patterns. AI-based solutions can analyze customer data to predict their needs and create customized interactions, thus providing a better experience.

Nextiva Call Pop displays useful information on the screen about incoming calls.

Call coaching and quality monitoring

Many contact center solutions keep working even after the call. Examples of this include call coaching and quality monitoring can analyze calls, customer satisfaction, and agent performance to identify areas for improvement and provide personalized coaching tools, ensuring that each call is also a learning opportunity.

Performance dashboards

Contact center managers and supervisors also need to understand how their teams are performing, and the analytics capabilities AI unlocks can help make that even easier. 

AI-powered performance dashboards can monitor agent performance metrics , such as average handle time, first call resolution, and customer satisfaction, allowing supervisors to monitor their agents in real time from a single dashboard.

Workforce management tools

Lastly, contact center platforms often include workforce management (WFM) tools to make staffing and managing workloads easier. AI-powered tools can forecast call volume, help managers optimize their staffing schedules, and manage agent workloads to ensure no one is overwhelmed and contact centers are always properly staffed. 

WFM helps ensure agents aren’t overworked while also making sure enough agents are available to help customers quickly.

Call Center QA Example of Call Recording

Contact center data and analytics

Contact centers are a veritable gold mine of information, but there’s so much data to sort through that analyzing it all is a herculean task for any human being. However, one of AI’s greatest strengths is making data analytics actionable for agents and company leaders alike.

AI-based analytics provide detailed rich reporting functionality, including:

  • Speech analytics: Enrich call recordings with natural language processing to gain new insights and information, such as trends, potential issues, and customer sentiment.
  • Omnichannel analytics: Analyze written conversations, including chat transcripts, emails, and social media interactions in an omnichannel environment
  • AI-powered insights: With a large enough dataset, surface actionable insights to make informed customer recommendations and improve decision-making.
  • Reports and dashboards: User-friendly dashboards and reports that visualize contact center stats, allowing teams and supervisors to see how well they’re reaching their goals at a glance.
  • CRM integrations: Many contact centers integrate with customer relationship management (CRM) solutions and other business applications. Such CCaaS integrations provide a holistic, unified view of customer interactions and assist with logging calls in the CRM.

3 Signs Call Center AI Is Right for You

Now that you have a firm idea of what AI in the contact center means, it’s natural to want to add AI to your call center. However, its practicality varies among your business needs, so you should weigh the benefits and see if it’s right for you.

So, here are some signs that your contact center can benefit from AI functionality:

1. You’re experiencing high contact volume

If your contact center handles a large number of calls, emails, chats, or any other form of customer communication, it can be easy for your team to get overwhelmed. AI can help automate routine tasks, handle inquiries faster, and enable better self-service to free up agents and help customers more quickly.

AI-powered tools with agent assist can provide fast and efficient responses, even when callers have questions about technical or complex issues. Real-time assistance and knowledge base suggestions can help agents and customers in an instant.

Nextiva Contact Center - Analytics Dashboard

2. You want to improve customer satisfaction

If your customer satisfaction (CSAT) scores are low, AI can help. AI-assisted support tools improve the customer experience by providing personalized interactions and helping resolve issues quickly and effectively.

Long wait times can also lead to lower satisfaction. AI functionality in the call center can reduce handle times and improve service levels with more intelligent chatbots, self-service options, and intelligent routing.

3. You need greater operational efficiency

Contact centers have one of the highest turnover rates of any business. AI can help with that, too. If you have a high rate of agent turnover, AI-powered tools can help improve agent productivity, minimize churn, optimize scheduling, and reduce training costs.

Contact center AI improves agent efficiency and eliminates monotonous, time-consuming tasks, such as entering data, logging calls, and taking notes. This allows agents to focus on the work that matters and save time each day.

business phone call recording

Situations When AI in the Contact Center May Not Be for You

AI is not an instant solution for all contact center needs. As helpful as the technology is, it’s designed to solve specific problems, so contact centers not facing those issues may not see the same benefits. 

For instance, if you already have a well-established knowledge base that can answer most questions and your agents are already skilled at handling complex inquiries and providing a great customer experience, then AI may not be as helpful to them.

AI-powered technology can also be a hefty investment, so budgetary concerns need to be considered.

Signs your contact center might not benefit from AI:

1. You have low contact volume

Artificial intelligence is great for handling large volumes of calls and sorting through vast quantities of data. But if you don’t have either, it won’t be able to offer intelligible recommendations.

If your contact center only handles relatively few customer interactions, implementing CCAI may not be worth the cost and complexity. 

2. Your agents handle advanced customer requests

Contact center AI can deflect some contacts with self-service to handle basic questions and carry out simple tasks. But if your agents provide high-touch customer service, then AI may not provide enough value to justify the investment.

3. You have high customer satisfaction ratings

While AI tools can help improve the customer experience, sometimes contact centers don’t have much more room to improve. If your customer satisfaction scores are already high, then AI may not be necessary for improving CX — it can potentially increase the customer effort required to get help. 

4. You experience workforce resistance

AI in the contact center is still an emerging technology, and many will be hesitant to use it. If your agents oppose or don’t see any benefits to using it, getting them to adopt the new technology may be an uphill battle best saved for another time.

In some cases, the technology distracts from the fundamentals: providing personable customer care. Nail that and then explore an AI platform. 

You’ve Got Options for AI Contact Center Software

Illustration of call center analytics - graphs, charts, tables.

If you’ve decided that an AI-powered solution is right for your contact center, it’s time to look at the options available. When you want an affordable platform that won’t bog you down with unnecessary bells and whistles, you can’t go wrong with Nextiva’s cloud contact center.

Nextiva’s contact center solution has a robust suite of features, including intelligent virtual agents, interactive voice response, call recording and quality monitoring, call analytics, and integrations with top CRM systems.

But if AI doesn’t seem like a great fit, a hosted call center could be a worthwhile option to consider. 

A cloud call center scales and adapts to your business’s changing needs. For instance, you might have a sales team focused on outbound calls and your customer support team handling inbound calls . Either way, it’s especially affordable, even for budget-conscious businesses.

Related: How to Use Conversational Analytics Software Effectively

Work smarter with contact center AI

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

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

What Is Contact Center Reporting & Why Does It Matter?

January 12, 2024 9 min read

Ken McMahon

Ken McMahon

Contact center reporting plays a vital role in measuring the success of your customer service operations. Unlike traditional call center reporting, contact center reporting encompasses a broader range of channels and metrics to measure the customer experience.

Contact centers have evolved beyond voice-only call centers to embrace the concept of omnichannel support. This modern approach allows customers to engage with individual agents using phone, email, SMS, web chat, and social media channels.

This guide sheds light on the methodology and significance of contact center performance metrics. By leveraging advanced reporting tools, you’ll be equipped to deliver actionable insights to your team, leading to increased agent productivity.

What Is Contact Center Reporting?

Contact center reporting is the process of analyzing data from phone calls, emails, chats, and social media to understand customer service performance and identify areas for improvement.

By gathering historical metrics and real-time statistics, contact center reports help businesses understand trends over time and how well teams meet service-level targets.

Dedicated contact center solutions include pre-built and customizable dashboards that track key performance indicators (KPIs) such as average wait time and first call resolution related to customer satisfaction initiatives.

These dashboards serve as visual summaries, displaying essential contact center metrics in the form of graphs, charts, and tables. They also allow businesses to drill down into reports focused specifically on the service metrics most important to them.

This centralized, visual approach makes it easy for contact center managers to spot trends and gain an instant overview of team performance.

In a nutshell, contact center reporting consists of: 

The right contact center reporting provides the actionable intelligence businesses need to measure customer service success, spot inefficiencies, and guide performance improvement initiatives.

Call Center Analytics vs. Reporting

Call centers thrive on data, and understanding that data is where two crucial tools come into play: reporting and analytics. While often used interchangeably, these terms represent distinct steps in the journey toward optimal call center performance.

Reporting gathers information on key call center KPIs like call volume, average handle time, and first call resolution rate, presenting them in clear, readily digestible formats like tables and charts. It’s like capturing a snapshot of your call center’s current state, answering the basic questions of “what” and “what is happening.”

Analytics, on the other, dive deeper into the data to uncover hidden patterns and answer the crucial “why.” It uses sophisticated tools and models to analyze trends, identify root causes of issues, and even predict future outcomes. Think of it as taking that snapshot from reporting and adding context, revealing the story behind the numbers.

Neither tool exists in isolation. Reporting provides the raw data foundation upon which analytics builds its insights.

Types of Contact Center Reports

When it comes to contact center operations, there are various types of reports that can provide valuable insights. Here are three of the most common ones:

Top KPIs and Metrics for Contact Center Reporting
Customer Satisfaction
Agent Performance
Cost Optimization
Real-time View
CSAT
Customer Effort Score
Call Abandonment Rate
Agent utilization rate
Average After-Contact Work Time
Cost per call
Repeat calls
Occupancy rate
Channel mix
Contact type mix
Service level

Benefits of Contact Center Reporting

Here are four compelling reasons why contact center reporting benefits businesses.

1) Increase customer satisfaction

Contact center reports provide a nuanced view of your customers. You can craft customer journeys that you monitor and adjust over time as new data becomes available. Use these contact points to truly listen and help customers gain confidence in your product — celebrate these moments too! 

2) Elevate agent performance

Empowering call center agents with the right level of autonomy and structure is critical to scaling your contact center. Using contact center reports to monitor first-call resolution (FCR) and the transactional NPS scores to see if they’re effective in helping customers.

Consumers pay more for positive customer experiences. Source: PwC
Consumers pay more for positive customer experiences. Source: PwC

3) Optimize call center operation costs

Optimizing your spending on your call center software and live agents is a strategic goal made easier with contact center reporting.

Expanding agent capabilities from one to four contact channels, they can support multiple customers simultaneously. Since most customer contacts involve text-based conversations, you can marry your call center performance with modern data analysis.

With a vast historical data set, you can predict increased call volume accurately. With this business intelligence, you can adjust staffing levels to maintain a strong customer experience

4) Gain real-time business health

Contact center reporting allows you to share live customer information with your team members. Product managers can better understand the product life cycle, and engineers can get critical insight into how product upgrades are received.

Because this information is shared as it is happening, it puts your teams ahead of the curve in responding to issues proactively before customer satisfaction is seriously affected. 

Related: Contact Center Optimization: How to Run a Smoother Contact Center

Key Contact Center Reporting KPIs

Contact center reporting KPIs go beyond just numbers, providing valuable insights into customer experience, agent productivity, and cost-effectiveness.

Here are some key contact center reporting KPIs across different categories:

1. Customer experience

2. Agent productivity

3. Contact center operations

5 Top Contact Center Reporting Tools

call center analytics shot

Accurate contact center reporting starts with choosing the right contact center software. Here are the top five contact center solutions to choose from.

Challenges With Implementing Contact Center Reporting Systems

The journey to implementing a contact center system isn’t always smooth sailing. Here are some common challenges you may encounter:

1. Data integration and quality: This is the foundation of everything. Without accurate and complete data from all channels, your reports will be unreliable and misleading, leading to poor decision-making. It’s crucial to prioritize data cleaning, standardization, and seamless integration before moving forward.

2. System selection and implementation: Choosing the wrong tool can leave you with limited functionality, poor scalability, and integration roadblocks. Invest time in thorough evaluation, prioritizing user needs, future growth, and compatibility with existing systems. Ensure smooth implementation with user training and phased rollouts to minimize disruption.

3. Information overload and limited Scope: Traditional reporting often drowns users in data without clear insights. Implement user-friendly dashboards, effective data visualization, and advanced analytics capabilities to extract actionable trends. Choose a system that goes beyond call metrics and offers multi-channel analysis for a broader view of customer interactions.

4. Organizational challenges: Resistance to change and lack of ownership can hinder adoption and utilization of the system. Proactive communication highlighting benefits, addressing concerns, and assigning clear reporting responsibilities are crucial for success.

5. Security and privacy: Contact center data is sensitive, and ensuring robust security measures and adherence to privacy regulations is paramount. Choose systems with strong security protocols and keep data privacy at the forefront of implementation and ongoing use.

Contact Center Reporting Best Practices

Effective contact center reporting turns raw data into actionable insights, driving improvements in both customer experience and your bottom line. But getting started can seem daunting. Here are a few best practices to overcome challenges and help you along the way.

📈 Define relevant KPIs and analytics

The critical first step for contact center reporting is to define the KPIs and analytics that matter to your business. You must consider the full scope of your sales and product life cycles here and the nature of customer contacts you expect.

? Once you define the proper metrics, communicate them to your superiors and your direct reports. Not just once, but make it at least a weekly habit.

Examples of contact center KPIs include First contact resolution
Average handle time
Average time in Queue 
Customer Churn Rate
Net Promoter Score
Peak hour traffic

📝 Adapt to industry benchmarks

Your KPIs should be more specific to their business value. Your reporting and analytics must align with real-world expectations and the customer journey map for your products.

But industry benchmarks can still be an essential part of your process when designing your contact center analytics. Your company could suffer reputation issues if your customers experience significantly longer hold times or lower FCR than your competitors.

📢 Capture customer feedback

Good contact center agents respond thoughtfully to customer questions. Great contact center agents know to ask open-ended consultative questions.

When customers divulge their pains, it increases the probability of achieving a first-contact resolution. But beyond a technical issue, you should arm agents with an effective way to capture customer pains and ideas. A cloud contact center can “listen” for these with AI, but logging these into your CRM is just as effective.

… But don’t just leave it in there. Do something with these actionable insights. Enlist your leadership team to review and respond to trending customer feedback.

👂Listen to agents

The hidden beauty of a contact center solution is that contact center managers can change the interface and automation easily for various teams. Gather input from your teams about their workflow and customer interactions.

When your agents become stakeholders in the design of a process, they have a natural incentive to ensure it is followed – and your key metrics will improve as a result.

Be willing to update your contact center reports to reflect a more accurate narrative. This transparency helps everyone understand how they are being measured and how they can influence their success. Plus, individual agents will appreciate the opportunity to improve the business.

Pro tip: use your call center agents to evaluate if your Help Desk articles are being perceived correctly.

📋 Share performance reports with stakeholders

Graphs, charts, and raw data are only helpful if people understand and act on them.

Take the time to share vetted dashboards and KPIs with the broader business. It is the perfect way to ensure that teams, including product development, sales, and marketing, feel like stakeholders in customer satisfaction. Even a monthly summary can have a big impact.

In addition, these contact center reports help celebrate top performers for delivering superior customer satisfaction.

Related: Contact Center Experience: What Is It & How to Improve Yours

Build The Best Customer Experience With Contact Center Reports

“That which is measured improves. That which is measured and reported improves exponentially.”

Karl Pearson

Tracking contact center stats and agent activities is great. But measurable growth happens when there’s rigor in reporting and sharing actionable insights with the organization.

Consider novel ways to leverage the omnichannel service channel — workforce management, updating Interactive Voice Response (IVR) menus, and prioritizing at-risk accounts to get the customer care they need.

Start by investing in a user-friendly tool that allows easy data visualization, report generation, and customization for different stakeholders. Cloud-based contact center platforms allow for accessibility and scalability.

The Nextiva Contact Center is a top choice for streamlining all your customer support channels, automating follow-up tasks, and providing customers with a VIP experience.

Scale your support and sales objectives

Talk with one of our contact center experts today to see how we can help you.

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.

Posts from this author

45 Remote Work Tools To Easily Work From Home or Anywhere

January 11, 2024 12 min read

Chris Reaburn

Chris Reaburn

As you move your tech stack to the cloud, we’ve rounded up the best tools to make remote work possible. Advances in cloud phone systems make remote collaboration possible regardless of where employees are located.

You just need the right tools and technology to enable remote teams to collaborate and be productive.

Even as some businesses return to the office, remote or hybrid arrangements are here to stay.

With distributed teams continuing to increase, using remote work software for efficiency and better communication becomes a no-brainer.

In this article, we dive into the best remote work tools. We’ll discuss software and apps covering project management, video conferencing, VPNs, cloud storage, and more. Read on.

Why You Need Remote Work Tools

Working at home sounds easy and convenient, but it has its challenges.

Yes, you can control your workflow, set your schedule, or work in any room. But remote working isn’t all about flexibility and freedom — it is also about discipline, focus, and productivity.

Remote workers are tempted by many distractions, from video games and Netflix to junk food and pets.

Internet connectivity might be less than ideal compared to the one at the office while keeping in touch with your team members might not be as easy as being near them in person.

Gallup ranked the top remote work challenges among remote employees.
Gallup ranked the top remote work challenges among remote employees.

Thankfully, many technologies make telecommuting a reality for those away from the office.

Given the growing popularity of remote work, these tools are evolving rapidly to improve virtual communication, team collaboration, and individual productivity.

Some tools even strengthen security, while others enable virtual teams to manage projects better.

Depending on your business or team structure, here are our top picks for tools to supercharge your work-from-home performance.

45 Top Remote Work Tools To Try

We scoured the web for the best tools and technologies to empower your team to work anywhere. We’ve organized the list into four categories, so you browse them quickly.

📞 Communication Tools

Effective business communication tools are essential for efficient collaboration.

With features like video conferencing, instant messaging, and screen sharing, these modern communication platforms break down barriers and connect distributed team members. Let’s look at the top tools in this category.

🖥 Video conferencing software

1. Nextiva

Nextiva is one of the top remote work tools that enables you to collaborate through HD video and crystal-clear audio. Packed into an intuitive interface with screen sharing, team meetings, call recording, and secure infrastructure, Nextiva simplifies remote work.

You can host virtual meetings, webinars, and events with an intuitive conferencing tool. Seamless integration across devices and operating systems provides the connectivity you need to communicate ideas clearly and work together efficiently from anywhere.

2. Skype

Skype lets you use instant messaging, voice calls, and video calls on virtually any device. While Skype also offers a commercial product offering paid bundles for enterprises, it’s intended for personal use. It’s a good backup video app to have on standby.

3. Zoom

Among the more popular platforms for corporate online meetings and video conferencing, Zoom was one of the fastest-growing apps of the pandemic, with meeting participants increasing by 2900%. Used exclusively for video meetings, Zoom is also a popular tool for creating and delivering webinars.

4. Google Meet

Google Meet is an excellent video conferencing platform. Features such as instant video meetings, screen sharing, real-time collaboration, and team chat keep the conversation going before and after meetings.

5. Cisco Webex

Cisco Webex’s business-ready capabilities including customizable layouts, advanced meeting controls, enterprise-grade security, and integrations with workflow tools are ideal for everything from daily standups to high-stakes meetings.

Remote team members can join securely from any device, share content and annotations in real-time, send chat messages and feedback during meetings, and use powerful video layouts to mimic in-person interactions.

Related: Cisco Webex Contact Center Pricing: Is It Worth It?

Cisco webex

📩 Messaging platforms

6. Slack

Originally built as an instant messaging platform, Slack evolved into a powerful collaboration tool favored by professionals, startups, and enterprises. Slack’s main draw is arguably its integrability with a host of third-party apps and services.

7. Microsoft Teams

Microsoft Teams integrates messaging, video conferencing, file collaboration, and task management into one remote work tool. Its simple, chat-based workspace allows distributed teams to communicate in real time, host online meetings, share files, assign tasks, and more.

Microsoft Teams
8. Discord

Known primarily as a platform for gaming communities, Discord has emerged as a leading remote work tool. It offers seamless messaging capabilities, great audio quality, and organizational features.

Teams can create private, invite-only servers to communicate, coordinate and collaborate. With topic-based channels, direct messaging, drag-and-drop file sharing, and integrated voice chat, Discord enables productive real-time messaging capabilities.

☎️ Call centers

9. Nextiva

Nextiva is known for its cutting-edge contact center software supporting remote work. With an intuitive cloud-based interface, call monitoring and management tools, and omnichannel routing features, Nextiva works really well for remote customer service teams.

Agents can handle calls, chats, emails, and SMS messages from anywhere while supervisors transparently view all interactions.

Powerful call flows, IVR menus, advanced reporting, and automation drive efficiency and streamline the customer experience.

Nextiva continually refines its call center platform with next-gen AI and analytics. Uniting complex contact center operations into one easy-to-use platform helps you scale efforts and strengthen customer relationships.

Nextiva Call Center Integration
10. CloudTalk

CloudTalk is tailored for location-agnostic small customer service teams. Its easy-to-use cloud platform centralizes telephony capabilities like intelligent call routing, skills-based assignments, and customizable interactive voice menus and can be managed easily across desktop and mobile devices.

11. Aircall

Aircall is a cloud call center solution for digitally driven support teams. Its intuitive interface across devices, customizable IVR, omnichannel queues, and shared inboxes let you route calls efficiently.

Support agents get access to time-saving features like caller information, real-time monitoring, templated responses, and activity reporting.

While Aircall may lack more complex functionality larger enterprises require, its focus on simplicity, mobility, and seamless integration with popular business apps make it a top remote work tool for small businesses.

✉️ Email management

12. Boomerang

Boomerang is a one-click calendar scheduling and email management platform for Outlook and Gmail that adds a layer of automation to email.

It lets users control when they send and receive messages, follow up on unanswered emails by getting notifications for read messages, and flag threads that need a response.

With intuitive calendar integrations, templates, and analytical insights, Boomerang keeps remote staff organized, drives customer engagement, and streamlines workflows.

Boomerang
Via CRM.org
13. Newton Mail

Newton Mail is a great workflow optimization tool. It packs a punch with features like send-later scheduling, read receipts, and follow-up reminders empowering teams to control communication cadences and attend to important conversations.

Newton Mail’s team-focused tools such as shared labels, group messaging, and internal notes aid transparency and alignment when coordinating projects.

🤝 Collaboration Tools

Tools that enable easy file sharing, task delegation, project management, and work tracking make teamwork possible and give structure and visibility to your remote workforce. Here are our top picks.

📋 Project management platforms

14. Asana

This project management tool helps remote teams organize, track, and manage tasks. 

Asana’s to-do listing feature makes it easier to set goals and break down projects into smaller, more manageable tasks. Meanwhile, its task assignment capabilities ensure that the right person gets things done at the right time.

Asana
15. Trello

Trello visualizes a project to make planning and completing its sub-tasks easier.

Projects are presented on a simple Kanban board to show which tasks need to be done at the moment. Trello has an integrated calendar and team chat features. It has mobile apps for Android and iOS.

16. Monday.com

Another great project management software, Monday.com lets users configure customizable project boards with templates for any workflow and Gantt chart diagrams, and integrate other collaborative tools on top.

Automatic status updates, timeline views, and notifications help distribute tasks across remote members while maintaining transparency on progress.

17. ProofHub

ProofHub offers a central place for teams to manage their tasks, share, review, and proof files, collaborate in real-time, track project progress, and communicate, so they don’t have to juggle between apps.

ProofHub
Via PCMag
18. Jira

Jira is more geared toward technical teams and specifically tailored for distributed agile workflows. Its flexible boards, custom fields, automated workflows, and reporting tools allow teams to track progress and share real-time updates across locations.

With configurable access controls, search functionality, and integration support, remote staff stays aligned whether working on a shared service ticket or large-scale product release.

📂 Cloud storage and file sharing

19. Google Drive

Google Drive is an essential content collaboration and storage platform. Its secure cloud storage and automated syncing capabilities allow remote staff to access the latest files and versions from any device.

Paired with integrated G Suite tools for editing docs, spreadsheets, and presentations, Google Drive helps centralize essential content so you have transparency across rapidly changing workflows.

20. Dropbox

Dropbox started out as a simple file-hosting service. Over the years, it has become a popular cloud-based solution for backing up files. Use Dropbox to keep your documents stored on different devices always up-to-date.

Dropbox
Via Dropbox
21. OneDrive

Integrated directly into Microsoft 365, OneDrive facilitates seamless content collaboration. Its secure cloud storage lets you sync files across devices and access the latest versions wherever they work.

Robust sharing and permissions settings also enable remote team members to collaborate on documents — from Office files to internal wikis — in one unified platform.

Document collaboration

22. Google Docs

Google Docs powers efficient content creation with its minimalist editor to format documents and share them live with collaborators for real-time co-authoring.

Built to handle any file type from basic memos to large reports, Google Docs also enables commenting, version histories, and workflow automation through integrations.

23. Microsoft Office 365

As a leader of the office productivity place, Office 365 represents the latest iteration of Microsoft’s venerable productivity suite.

Like its rival product from Google, this suite is packed with powerful tools for communication, document creation, and team collaboration. Among the tools included in the suite are Outlook, Teams, Yammer, SharePoint, Word, Excel, and PowerPoint.

Microsoft Office 365
24. Coda

Coda combines the power of a word processor, spreadsheet, database, and app builder into a unified workspace perfect for consolidating team knowledge. Its flexible document framework lets you easily build wikis, status trackers, handbooks, planners, and more while connecting all the apps and data you use.

Document-level permissions, notification triggers, and version histories also empower transparency and alignment even with teams rarely together.

🔖 Whiteboard and mind mapping

25. Miro

Miro’s customizable canvas helps you map ideas. Its online whiteboard functionality facilitates real-time brainstorming, journey mapping, design sprints, and visual collaboration that keeps teams in flow.

Rich multimedia integrations, meeting capabilities, and community templates also allow teams to incorporate visual assets from anywhere and hit the ground running.

26. Lucidchart

Getting your team on the same page can be as easy as visualizing your processes. Clarity emerges when your team sees what you mean, and action becomes imminent. LucidChart is a web-based visual communication solution for enhanced collaboration across your remote team.

Flowchart showing the key steps of the RFP process

📈 Productivity Tools

Individual productivity fuels team execution, especially with remote staff juggling more tasks independently. Let’s look at some productivity tools that help managers assign work, employees manage schedules, track progress, and optimize workflows.

⏳ Time management software

27. Toggl 

Toggl offers powerful yet simple time tracking ideal for improving productivity and billing transparency. Its user-friendly interface makes it easy for remote employees to toggle timers for specific projects and tasks across devices while offline access ensures uninterrupted tracking.

28. Harvest 

With intuitive time tracking, invoicing, and reporting, Harvest delivers an integrated suite of productivity tools for remote work.

Employees can easily toggle timers on specific tasks and projects while working across devices and generate consolidated timesheets from any location.

Managers similarly gain transparency from summaries, schedules, and utilization reports that prevent duplication and identify bottlenecks.

 Harvest time tracking
Via Harvest

💡Focus and timeboxing apps

29. Freedom 

Freedom facilitates focused, distraction-free workflows through simple yet powerful website and app blocking.

Users can blacklist distracting sites and apps, set recurring schedules to restrict access, or enable session lockdowns for short bursts of deep work.

30. Forest 

Forest has a refreshing approach to time management. It gamifies focus for productive yet balanced remote work, letting users grow a virtual tree by staying off distracting apps.

Integrations with other tools allow tracking focus time specifically on projects while offering visibility into progress on personal goals.

📝 Note-taking apps

31. Evernote

Everyone needs to take notes, especially remote employees performing a task or finishing a project.

Evernote is everyone’s go-to app for capturing ideas, taking screenshots, making checklists, saving webpages, and tracking tasks. The company offers a free version as well as extensions for Chrome and other browsers.

32. OneNote

OneNote unifies research, meeting notes, and critical information in one organized workspace accessible across all devices. Its flexible formatting options allow teams to embed multimedia, structure pages, and sections however they want, and integrate content seamlessly from other Microsoft apps.

Advanced search, version history, automation triggers, and enterprise-level security settings also enable transparency and oversight for managers.

33. Notion 

If using too many tools upsets you, tame the chaos with Notion, the all-in-one workspace. Great for both teams and individuals, Notion lets you take notes, run a knowledge base, and track projects. This tool is a lightweight solution that can take the place of conventional CRMs.

Notion note-taking software
Via Notion

📃 To-do list apps

34. Todoist 

For anyone fixated on productivity, this app makes it easy to plan schedules and prioritize important tasks. With a wide range of features and capabilities, Todoist organizes nearly anything you can think of. This handy tool offers benefits to both individuals and teams.

35. TickTick

TickTick’s intuitive to-do list manager and task organizer works well for goal-oriented remote teams. Robust features like recurring due dates, task dependencies, reminders, notes, and commenting empower users to add context around responsibilities.

Consolidated calendar views of upcoming due dates and duties alongside productivity analytics also offer visibility to employees and managers alike.

36. Things 

With its clean interface, flexible tagging, and intuitive task management, Things serves as an invaluable activity organizer that improves focus. Users can quickly capture tasks, break down larger goals into actionable next steps, schedule deadlines, and set recurring reminders.

🔐 Security & Privacy Tools

Solutions that safeguard data, communications, and access points assure remote teams when working across distributed environments. Here are the top digital security and privacy tools to give you peace of mind.

🔓 Password managers

37. LastPass

You can protect your passwords and strengthen security without making things too complicated. LastPass simplifies your digital lifestyle — from storing sensitive records to online shopping. Use LastPass to generate strong passwords and to remember all of them across every device.

38. Dashlane

Dashlane offers a password manager and a secure digital wallet. Its user-friendly interface lets you generate, organize, and autofill strong, unique passwords across all browsers and devices while facilitating the safe sharing of credentials with team members when necessary.

39. 1Password 

Almost everyone has multiple passwords for multiple apps, network logins, and financial transactions. Managing security credentials is essential to maintaining business continuity and 1Password lets you do just that by helping you consolidate all your passwords in one place.

🌎 Virtual private networks (VPNs)

40. NordVPN

NordVPN offers essential secure access and total internet privacy for transient remote teams operating on public networks. It encrypts connections on shared WiFi and lets employees access restricted internal sites (with permission) while traveling abroad.

41. ExpressVPN

ExpressVPN safeguards remote work with data encryption accessible across unlimited devices. By routing connections through a global network of anonymous servers, remote staff can hide IP addresses and bypass geographical restrictions to access company tools from anywhere securely.

42. CyberGhost 

CyberGhost VPN enables secure internet access. Remote employees can encrypt connections, hide IP addresses, and bypass location-based restrictions. Intuitive custom clients for all major platforms optimize the user experience while flexible pricing scales to accommodate usage needs.

CyberGhost VPN
Via Reviews.org

👁‍🗨 Identity and access management (IAM) systems

43. Okta

Okta’s cloud-based single sign-on and multi-factor authentication capabilities centralize access controls and consolidate permissions across apps.

Okta lets IT teams grant secure, role-based access while still maintaining end-user efficiency. Automated onboarding/offboarding alongside granular policy enforcement empowers administrators to govern remote access at scale.

44. Azure AD

Azure Active Directory enables frictionless identity and access orchestration across the Microsoft cloud ecosystem, ideal for remote teams relying on tools like Office 365 and Windows.

Its single sign-on access portal lets users securely use any SaaS app while robust access controls give administrators granular remote policy management.

45. Ping Identity 

Ping Identity helps IT leaders streamline secure access for remote workforces and external partners through its flexible, cloud-based identity and access management platform.

Its standalone secure single sign-on portal lets users safely use any application within the integrated identity network. Robust access controls enable context-based permissions so administrators can govern resources at scale.

How to choose the best remote working tool

Here are some key tips to help you choose a remote working tool that matches your needs.

Evaluating tools against remote work realities, company guidelines, and team member needs ensures maximum adoption and employee engagement.

Nextiva — Your Best-Practice Remote Tool

With so many remote work tools available, how do you make the right choice? To minimize decision fatigue and avoid juggling between apps, Nextiva should be your top choice.

Why?

Nextiva’s productivity software consolidates the communication and collaboration capabilities modern teams rely on into one unified platform.

This all-in-one approach eliminates the need for dozens of disjointed apps like Zoom, Slack, and Asana by providing integrated video chat, messaging, shared calendars, contact center features, project management, social media conversations, and more. 

With Nextiva, you merge siloed tools into one scalable solution fitting small businesses to large enterprises alike. Less toggling between apps means more time to focus on customers and growth.

ABOUT THE AUTHOR

Chris Reaburn

Chris Reaburn is the Chief of Strategic Execution at Nextiva. Known as "Reaburn" by friends/family, he is responsible for championing Nextiva's brand and products into the market in support of the company's vision to change the way businesses around the world work and serve their customers. With his previous leadership roles in the communications industry…

Posts from this author

When simple emails, calls, chats, and meetings can pivot your business, exceptional communication tools are a must.

So, what’s the ideal platform for business communications? The truth is, there is no one-size-fits-all solution, but there are a few that come close.

From AI add-ons to asynchronous capabilities and remote-friendly features, the sea of communication tools is vast and crowded. That’s why we’ve rounded up the best ones that meet the demands of today’s dynamic distributed work environments.

These tools are leading the way and empowering those who use them. But first, let’s see why business communication is so important.

Why Business Communications Matter

Business communication is the flow of information both within and outside an organization. Communication facilitates collaboration among teams, leaders, and external parties to achieve company objectives.

Effective business communication can build trust, maximize productivity, and increase employee retention within teams. Meanwhile, breakdowns in communication are often responsible for missed expectations. It goes both ways. 

According to McKinsey, poor communication can significantly hinder the success of business projects. A survey revealed that 44% of executives linked team communication barriers to project delays and failures, and 18% blamed miscommunication for lost sales, sometimes amounting to hundreds of thousands of dollars. These insights highlight the critical role of effective communication in business success and the high costs associated with communication breakdowns.

Related: Business Communication Trends To Know in 2024

The Current State of Business Communication

To select the right tools, let’s start by examining how teams communicate. Based on a study by Project.co, team communication currently looks like this:

  • 31% use email.
  • 30% use team messaging tools such as Slack.
  • 15% use project management tools.
  • 7% communicate by phone.
  • 7% communicate face to face.

Many companies permanently adopt remote work; however, this setting introduces additional communication obstacles, including wasted time, missed messages, burnout, missing files, bad customer experience, and customer attrition.

The cost of poor communication in business
Via: Project.co

If you’re a business owner grappling with communication management challenges in a remote setting, you’re not alone. Over 70% of businesses have adopted new tools in the past year to help organize, communicate, and manage projects.

In 2024, businesses are moving toward adopting unified communication tools that reduce uncertainty, improve decision-making, and fully support the needs of remote teams. These tools integrate AI, asynchronous communication, and varied business channels, offering a reliable, effective, and engaging way to enhance workforce communications.

Related: What Are the Best Business Communication Channels to Use?

Best-Rated Business Communication Tools

1) Nextiva

Nextiva all-in-one business communication dashboard

Nextiva is a Gartner award winner that stands out as a top business communication platform. Combining voice calling, team messaging, video conferencing, call center capabilities, and customer management tools efficiently into one easy-to-use platform, Nextiva helps business owners take control of their communication channels.

Businesses that partner with Nextiva can easily deliver personalized, world-class customer service and communicate seamlessly with their teams, no matter where they are.

How Nextiva improves business communication

By streamlining multiple channels into a single platform, Nextiva helps businesses save time, deliver personalized customer support, make faster decisions, and avoid costly miscommunication. Never miss a customer or employee message with Nextiva’s unified communication system.

Notable features

  • All-in-one business communication (VoIP phone, team messaging, video chat, and more)
  • Customer relationship management
  • Desktop and mobile apps (iOS and Android)
  • AI workflow automation and advanced analytics
  • Social media and reputation management tools
  • Contact center solutions and advanced call routing

Customer rating: 4.5 out of 5 (2,908 G2 reviews)

2) Slack

Slack for business communication
Via: Slack

The powerhouse of team messaging apps, Slack often replaces email as the main communication channel for business teams. It also streamlines employee communication and file sharing, making it easy to distribute information.

Slack’s user-friendly interface makes it easy to manage multiple conversations and stay on top of communication channels, helping teams stay organized and on the same page.

How Slack improves business communication

Slack takes the pain out of business communication by centralizing all business team messaging, files, and tools in one easy-to-use messaging platform. Slack replaces email for many businesses, offering a tool that provides better organization, speed, and security.

Instead of long and cluttered email chains, communication is organized into channels that are easy to create, search, and join. Each channel facilitates work group chats, employee engagement, and team collaboration.

Notable features

  • Business instant messaging with file-sharing capabilities
  • Searchable conversation channels
  • Straightforward integration with popular productivity apps and tools
  • Easy invitations for external team members or guests

Customer rating: 4.5 out of 5 (32,191 G2 reviews)

3) Notion

Notion for business communication
Via: Notion

Notion is an all-in-one workspace that unites note-taking, project management, databases, image galleries, and calendars in one simple and intuitive platform.

Start from scratch and customize the platform to your specific business needs, or utilize Notion’s library of professional templates for a solid head start. This adaptability makes Notion a popular choice among small business owners who want a cost-effective yet tailor-made tool with a wide range of applications.

How Notion improves business communication

Notion simplifies business communication by helping teams stay organized in one unified space. Its customizable tools for project tracking and task delegation provide clarity and accountability for remote, hybrid, or in-office teams.

Notable features

  • Comprehensive note-taking and documentation app
  • Fully customizable task management and databases
  • Project management with calendar and timeline views
  • Sharing and collaboration tools

Customer rating: 4.7 out of 5 (5,031 G2 reviews)

4) Asana

Asana for business communication
Via: Asana

As a leader in the project management space, Asana is known for its sleek user interface, comprehensive set of workflow and automation capabilities, and resource management features.

With Asana, teams can easily manage all their projects, goals, and responsibilities across departments and deliver high-quality work. With predictive AI features coming soon, managing projects with Asana is about to get even better.

How Asana improves business communication

Asana’s project management capabilities provide teams, both small and large, with complete views of tasks, project timelines, and updates. Its streamlined interface ensures that everyone is aligned on tasks and responsibilities, reducing the need for excess messaging and minimizing miscommunications.

Notable features

  • Comprehensive project management tool
  • Customizable project views (e.g., Kanban boards) and permissions
  • Popular app integrations (e.g., Miro whiteboard integration)
  • Project templates and dashboards

Customer rating: 4.3 out of 5 (9,550 G2 reviews)

5) Zoho One

Zoho CRM dashboard for business communication
Via: Zoho One

Often referred to as the business operating system, Zoho One integrates applications for sales, marketing, support, accounting, operations, and human resources into one platform.

With over 55 applications to choose from, business owners can fully customize the platform to their specific needs. Zoho aims to eliminate barriers between departments and increase operational efficiency.

How Zoho One improves business communication

Zoho One combines communication, project management, CRM, finance, and integrated human resources tools into one platform, enabling better coordination and information flow across business departments.

Notable features

  • All-in-one platform providing more than 55 CRM, sales, and marketing tools
  • Collaboration features and productivity functionality
  • Finance and HR management tools
  • Customizable and scalable tool

Customer rating: 4.4 out of 5 (19,129 G2 reviews)

6) Loom

Loom video recording for business
Via: Loom

Loom enables teams to easily record and share interactive videos with teammates and customers. This unique tool helps teams solve issues, provide feedback, and supercharge productivity.

The asynchronous nature of video sharing and the human touch improve focus, clarity, and connection within distributed teams.

How Loom improves business communication

Loom provides easy-to-use screen and video recording tools, providing a personal and engaging way to share information and feedback, especially for remote teams.

Loom can be used to record webinars, reply to messages with detailed video feedback, and distribute recurring information company-wide.

Notable features

  • Easy-to-use dual-screen video recording and sharing
  • Transcription and closed captioning capabilities
  • Interactive viewer reactions and insights
  • Straightforward integration with popular productivity tools

Customer rating: 4.7 out of 5 (1,827 G2 Reviews)

Selecting the Best Communication Tool for Your Business

✔️ Is cloud-based and has a fast setup

A cloud-based tool enables easy access from anywhere, making it ideal for distributed and global companies to communicate and share files through cloud storage.

Choosing a tool that requires minimal configuration and integrates into your existing infrastructure prevents downtime and allows your team to get started quickly.

✔️ Offers a blend of asynchronous and real-time communication functions

Your communication platform of choice should feature a mix of asynchronous (e.g., email and team messaging) and real-time communication features (e.g., video conferencing tools and instant messaging apps). This blend caters to different work styles and project needs while ensuring flexibility in how your team communicates, especially in hybrid work models.

Asynchronous communication is meant to minimize distractions and notifications, allowing the recipient to work uninterrupted.

With virtual meetings falling in popularity, teams crave more asynchronous work formats. A 2023 study found that 42% of knowledge workers wanted more of this working style, while only 14% craved less of it. Other significant advantages of asynchronous work include its ability to minimize burnout, boost team confidence, and enhance productivity.

Graph showing results of a poll: do you wish you could work asynchronously
Via: Miro

What’s more, companies that excel at asynchronous work can use related data to boost their AI-driven efficiencies.

✔️ Solves practical business needs

Consider the practical nature of each tool and focus on its essential features as they relate to your team’s specific needs rather than being distracted by additional bells and whistles. Sure, new AI functionality may sound cutting-edge and cool, but is it worth the switch if the features you use most lack the functionality you need?

Whether you’re managing projects, brainstorming ideas, or conducting online meetings, each tool should enhance these tasks, not complicate them.

✔️ Integrates with existing apps

If you’re an established business, you likely already have a few team communication tools that you don’t want to part with. Ensure that any new platform offers easy integrations with the apps and tools your business already uses.

Just take it from the peer-to-peer software review site G2: integrations significantly reduce the time spent on juggling separate tools and increase productivity. Nextiva easily integrates with popular tools such as Zoho, Salesforce, HubSpot, Zendesk, Microsoft Outlook, Google Workspace, Microsoft Teams, and Oracle Sales Cloud.

✔️ Offers mobile and desktop apps

These days, a lot of teams can work from anywhere. Choosing tools that are as mobile as your team will power productivity in a way that feels right for team members. Mobile and desktop apps ensure they can stay connected and productive from their homes, in the coffee shop, or at a work site. Bridging the gaps between home, office, and on-the-go workspaces is as important as ever.

✔️ Has flexible pricing plans

The right tools offer pricing options that can scale with your business. Look for flexible pricing plans that provide basic features in the lower tiers while providing more advanced functionality for large teams. As your business grows, avoid the hassle of switching to another new tool. Select one that can adapt and meet your evolving needs from the start.

Improve Productivity & Work Faster With Nextiva

In the past year, customer and market demands have increased, and what we expect from a communications platform is far beyond what we envisioned even a decade ago.

Communication tools are the linchpin to supercharging teamwork and scaling business productivity.

The right tools can provide clarity, enhance decision-making, and fully support the new hybrid model of remote work. Looking ahead, AI is set to play an even greater role in revolutionizing external and internal communications, offering smarter, more intuitive, and increasingly automated ways to connect and collaborate.

Each of the tools discussed — Nextiva, Slack, Notion, Asana, Zoho One, and Loom — brings unique features to the table. These platforms are at the forefront of enhancing business communications and will only become more efficient, predictive, and personalized as AI advances.

As you explore the best possibilities for your business communication strategy, it’s important to choose the right tools. Nextiva stands out as a unified, cloud-based platform that addresses the communication needs of small businesses and adapts as your team grows. Discover how Nextiva can transform your business communication.

ONE communications tool for your team.

Streamline several communication channels into ONE with Nextiva.

Communication Tools FAQs

Which communication software is best for startups?

Startups thrive with external and internal communication tools that are affordable, easy to use, and scalable. Opting for tools that combine several communication channels, such as phone calls, video conferencing, team messaging, and social media management, into one platform complements the dynamic nature of fast-moving startups. Tools such as Slack, Zoom, Nextiva, and Asana help teams succeed in remote, hybrid, or in-office work environments. When choosing a tool, consider your startup’s industry, team size, and communication needs.

Which communication platform is best for enterprises?

Enterprises require robust communication tools that maintain high security and privacy standards. These tools should also integrate easily into their existing IT infrastructure. Popular choices for enterprises include Microsoft Teams, Cisco Webex, and Nextiva.

How do businesses simplify workplace communication?

Businesses should adopt tools that merge various channels into one simplified system to streamline internal and external workplace communications. Cloud-based communications platforms such as Nextiva offer a secure all-in-one solution that integrates key channels such as phone, video calls, team messaging, call center capabilities, and social media management. For remote teams, efficient communication begins with setting clear policies, sharing best practices, embracing asynchronous models, and choosing all-in-one tools that enhance the team’s effectiveness.

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

When you need to get in touch with customers who don’t answer your calls, there must be a better way to reach them. Likewise, you may need a backup plan to get in front of prospects or notify employees who don’t or can’t pick up the phone. 

In these situations, Voice over Internet Protocol (VoIP) texting comes into its own. You can send a text message via your business VoIP service, get messages to the right people, and stay in compliance at the same time.

Read on to learn about texting from your VoIP number, how it works, and exactly how you can use it.

What Is VoIP Texting?

VoIP texting is a method of sending and receiving SMS messages via your phone number provided by a VoIP provider. This might be a landline or a toll-free number. You can use your existing (or new) VoIP service to send and receive text messages on the same system as your business phone calls. 

There’s no need to pick up a mobile device or have a dedicated business cell phone. You just need SMS and MMS features enabled by your business VoIP service.

How VoIP texting works

VoIP texting works using a virtual phone number. You can assign this number to a user or group of users and enable text messaging over an internet connection, such as Wi-Fi.

When users need to send a text message, they simply open their team chat app and add a phone number or choose an existing contact. When someone replies, the same user or group of users is notified.

Behind the scenes, your VoIP system uses the same technology it would use to make a phone call or send an instant message. Packets of information (text messages, images, videos, etc.) are routed from your cloud system to a recipient’s mobile phone number.

VoIP network diagram

Want to learn more about the tech behind VoIP texting? 

Related: What Is VoIP? The Newbie’s Guide to Voice over IP

SMS and MMS differences

📝 Short Message Service (SMS): Text messaging function that has been around since 1992 for plain-text messages up to 160 characters long delivered to mobile phone users. When most people most commonly refer to text messages, they’re referring to SMS-based messaging.

🖼️ Multimedia Messaging Service (MMS): MMS was introduced in 2002, building upon SMS capabilities by enabling mobile phone users to send images, audio clips, videos, and larger character limits in their messages. MMS supports small files up to 300KB on virtually all smartphones today.

Ways To Use VoIP & Texting Together

There are many ways you can use VoIP texting, and there are no hard and fast rules about when you can’t use this service. We’ve highlighted common scenarios where you can benefit from VoIP texting functionality.

1. Customer support

When you need customers to provide photos or extra information for support cases, asking them to take a photo, send it to their email, download it, and upload it to a support link is a time-consuming process. The customer who called for help is now doing all the heavy lifting and becoming frustrated. Instead, you could text them a link so they can upload the photo directly.

This VoIP texting facility uses the same technology as the call you’re connected on, ensuring a smooth experience for your customers.

There’s also the major advantage of being able to send photos via MMS messaging. When field engineers, for example, are on-site with a customer, they can send photos directly to technical engineers to diagnose problems, removing the need to bring a piece of equipment back to the office and shortening the overall repair time.

 

2. Prospect follow up

The average response rate for SMS marketing is as much as 45%. That’s significant compared to the response rate for email marketing of 6% and cold calling conversion of 2%.

After you’ve spoken with a prospect or when a web visitor has downloaded an asset, send them a text message instead of picking up the phone or adding them to your next email campaign. When you hang up after a phone call, select the contact from your address book and start typing your customized text message. No special software is needed — just your VoIP app.

Not only will this result in a higher open rate (we read all our texts, after all), but you also give the recipient the option to click a link to learn more about your offer or service.

3. Appointment reminders

If you had the power to decrease the number of missed appointments, you’d welcome it with open arms, right?

It’s one thing for customers or patients to book appointments, but it’s another for them to show up. You can use VoIP texting for automation or to send manual reminders a week, day, or hour before an appointment, decreasing the probability of a no-show. 

Send appointment reminders with text message from your VoIP phone system.

When you’re on a live call with a patient and book the next appointment, decrease the likelihood of them noting down the wrong time or date by sending an SMS while on the call.

Likewise, you can simplify the steps for booking repeat appointments. When a patient needs to book a new appointment on a regular basis, you can send them a link via SMS so they can choose their appointment time. You save time on making calls that don’t connect, and patients can schedule appointments in their own time.

4. Text back after missed calls

How many times have you received notifications of a missed call only to call back and have nobody answer? Phone tag or voicemail tennis — whatever you call it — is unproductive.

It may also be that you don’t know who the missed call is from. So, you return the call, nobody answers, and you’re none the wiser.

Instead, you can send a text acknowledging that you missed the call and inviting the caller to call back at suggested times. You might have a gap between 1 p.m. and 2 p.m., or you may only be contactable during the night shift.

Or, if you’re tied up on another call, send an SMS to say you’re currently engaged and will call them back as soon as you get the chance. You can even set up auto-replies so that when you miss a call, the caller automatically receives a text message.

Text Messaging Response Rates

Limitations of Using SMS Messaging With VoIP Numbers

Like all technologies, there are some limitations you must be aware of.

Here are six things to consider when deciding whether VoIP texting is right for your small business or enterprise:

  • Texting rate limits: You can’t send an unlimited number of text messages.
  • SMS functionality: Not all VoIP service providers support SMS functionality. 
  • Large file sizes: Large images or videos greater than 1 MB aren’t supported.
  • Character limits: Messages over 160 characters get split into multiple messages.
  • SMS shortcodes: SMS shortcodes may not always be supported.
  • Recipient consent: Businesses must maintain records of consent for sending text messages for commercial purposes, such as marketing campaigns.

Benefits of VoIP Texting

While there may be some limitations to using SMS messaging with VoIP numbers, the benefits outweigh them.

The key advantages include providing a better, more personalized customer experience and introducing a multichannel approach to your sales and support processes. At the same time, you’re making productivity gains by achieving the same or better outcomes in fewer calls and clicks.

Send and receive text messages from Nextiva with your team.

How To Set Up VoIP Texting

Follow these four steps to begin sending texts from your business phone number:

Step 1. Choose a VoIP provider.

First, you need to choose a VoIP phone service provider. Make sure they have experience with customers using VoIP phone systems and SMS facilities. If you already have a VoIP provider, inquire whether they have example customers who are also using the SMS option.

If you don’t have a VoIP provider and are currently considering moving from a traditional phone system to the cloud, this is the perfect time to make sure you transition to a single provider for both your calling and texting requirements.

Step 2. Get a new number, or keep your existing one.

Once you’ve chosen a provider, it’s time to think about phone numbers. You have two choices here:

  1. Use a new virtual number: Receive a new phone line for your outbound campaigns.
  2. Port your existing phone number: Keep your current number by moving it between networks (this may take a few weeks to set up).

Number porting involves asking your old provider to release the number from their infrastructure and your new provider to migrate it into theirs. Depending on the history of your phone number and where it currently resides, this might speed up or delay the process. Make sure you speak to your new provider when preparing to keep an existing number.

Step 3. Complete 10DLC registration.

The next step is to complete 10DLC registration. This is a 10-digit long code that refers to a personalized 10-digit phone number designated for business communication and text messaging applications.

Using such a number, however, comes with compliance regulations. Businesses must gain approval from The Campaign Registry before they can send messages. The 10DLC registration process has two parts:

  • Brand registration: Businesses must identify themselves to the carrier networks.
  • Campaign registration: Businesses must give examples of the messages they’re sending and show proof that consumers opted in to receive their text messages.

When you’re set up with 10DLC, you can begin texting from your VoIP line. 

Step 4. Start sending texts from your VoIP system.

In the Nextiva app, navigate to Messages and follow the following instructions:

  • Tap SMS, then +.
  • Select the contact(s) from the contact list or enter the phone number(s) in the To field.
  • Add multiple recipients to create a group SMS message. 
  • Press the paper clip 📎 icon to the left of the text field to send an image (JPG, PNG, BMP, or GIF less than 1 MB) or audio file (.mp3, .wav, or .mp4).
  • Enter your message and press Send.

Experience the Best VoIP Provider For Businesses

Whether you want to improve customer service or lower your missed appointment rate, VoIP texting is the perfect solution for small businesses and enterprises alike.

When looking for a VoIP texting provider, you need someone who has been there and done that. Nextiva has relationships with all the major phone service providers, so text messages are delivered reliably and from a simple interface. 

When you choose Nextiva for business SMS as well as VoIP, you benefit from:

  • Voicemail transcriptions: Get an email or SMS message with an accurate voicemail transcript.
  • Business text messaging: Exchange SMS text messages with customers and team members from your desktop or mobile app.
  • App integrations: Sync your business communications with popular CRM, customer support, and team collaboration tools.

This way, the entire workforce can get text-enabled phone numbers and exchange texts using the NextivaONE mobile, web, and desktop apps.

The phone system built for teams

Nextiva delivers business voice, text, video, and collaboration in ONE platform.

Related: Best Business Text Messaging Tools for 2024 [Free & Paid]

FAQs

Can SMS messaging be added to business phone numbers?

Yes, you can add SMS messaging to business phone numbers. If your phone system provider uses a VoIP solution, ask them if they support a VoIP texting service. Providers such as Nextiva can enable SMS messaging by providing a new number instantly or porting your number from your existing provider.

Can I limit who can send and receive text messages?

Yes, you can limit who can send and receive text messages inside your business. All you need to do is configure these settings in your VoIP admin portal. Choose who can send, receive, or send and receive on a user-by-user basis or by department. 

Can toll-free numbers receive text messages?

Yes, when your business enables text messaging on its toll-free number, it can both send and receive text messages. Using virtual number technology, you can encourage prospects and customers to reply to your messages using a toll-free number with a trusted calling code.

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

Google Voice marked a milestone in business phone service when it launched over a decade ago. But times have changed.

While Google Voice still offers flexible VoIP service for small businesses, its development and features have stagnated recently.

At first, Google Voice checks all the boxes: it lets you make free calls, works with Gmail, and gives you one number for calling and texting. However, its features and capabilities can start to feel limited if you’re using it as a business phone system.

For businesses seeking alternatives, a host of new and improved cloud-based phone systems have sprung up.

These VoIP phone services give you more advanced call routing, better call quality, more integrations, and other features that Google Voice just doesn’t offer.

In this article, we’ll discuss some top Google Voice alternatives and what sets them apart to help you find the right fit.

Why Businesses Use Google Voice?

Google Voice is a Voice over Internet Protocol (VoIP) service that provides users with a dedicated Google Voice number for local and international voice calls, texts, and voicemails.

Though Google Voice has limited capabilities compared to other VoIP solutions, its features are straightforward and useful. This includes voicemail transcription, call blocking, and call screening.

Many businesses choose Google Voice because of the following key benefits:

💰Cost-effectiveness

Google Voice offers a free plan for personal use and affordable business plans starting at just $10 per month. This makes it one of the most budget-friendly solutions on the market, cheaper than traditional landlines.

For US and Canada-based businesses, Google Voice also provides unlimited domestic calls, significantly reducing long-distance charges.

How much VoIP costs

🤝 Convenience and flexibility

Google Voice gives each user a single phone number accessible across devices, using a web browser on your computer or laptop or a mobile app on your iOS or Android phone. This streamlines communication and ensures employees can be reached anytime, anywhere.

With Google Voice, teams are no longer tied to their desks and can conveniently take calls remotely over WiFi. This flexibility is invaluable for remote employees and distributed teams.

✅ Seamless integration with Google Workspace

Many businesses already use Gmail, Google Calendar, Google Meet, and other Google apps.

Google Voice integrates seamlessly into Google Workspace, unifying communication and collaboration under one platform. This enhances efficiency, eases use, and simplifies the tech stack.

However, for businesses needing more advanced VoIP phone service, Google Voice has its limitations.

Let’s explore why Google Voice falls short for some use cases.

Reasons to Look for a Google Voice Alternative

Growing businesses often outgrow Google Voice’s capabilities and require a more robust VoIP phone service provider. Here are some of the key limitations:

Feature limitations

Google Voice provides only basic features that can feel restrictive as a business scales. For example, it has limited international calling support, which can be problematic for global companies.

It’s also only available in select countries outside the US and Canada, lacking the geographical coverage needed for worldwide teams.

Other missing features include toll-free numbers, vanity numbers, call analytics, and more.

You can’t port existing toll-free numbers into Google Voice.

Limited customer support

According to some G2 reviews, Google Voice offers very minimal customer service for free personal plans. Even documentation is often outdated, making issues difficult to resolve. This lack of support can leave businesses frustrated.

Not ideal for high call volumes

Google Voice struggles with high call volumes, with even individual users reporting disabled accounts due to excessive usage. For busy enterprises, Google Voice may simply not be robust enough.

Posts of a user with their Google Voice account disabled due to call volume.

No integrations with other platforms

Google Voice only seamlessly integrates with Google Workspace itself. It doesn’t integrate with third-party software tools or platforms.

While competing VoIP solutions focus on custom integrations, Google Voice does not.

For businesses needing more advanced features, strong customer support, high call capacity, and integration with existing systems, Google Voice alternatives are worth considering instead.

Best VoIP phone system features

6 Best Google Voice Alternatives

Top Google Voice alternatives compared:

SolutionKey FeaturesPricing (Starting)Best For
NextivaHD calling, conference calls, call forwarding, IVR, call logs, analytics, third-party & API integrations$18.95/monthEnterprises needing reliability, customization
GrasshopperVanity numbers, extensions, auto attendant$14/monthEssential features at low cost
OomaRing groups, virtual receptionist, call recording$19.95/monthEasy to use with competitive pricing
ZoomVideo meetings, webinars, messaging, file sharing$149.90/yearVideo communications and real-time collaboration
SkypeVideo/audio calls, file sharing, instant messaging$2.99/monthAffordable global communication
SidelineWiFi calling, unlimited text, custom numbers, auto-replies$14.49/monthReliable call quality without constant internet availability

1. Nextiva

Nextiva product shot

Nextiva is a leading cloud communications platform that outperforms Google Voice with more advanced capabilities for businesses. It provides excellent reliability, scalability, security, and support.

Key reasons to choose Nextiva over Google Voice:

Nextiva pricing:

Plans start at $18.95 per user/month. Tiers are available for small to large teams, with advanced functionality like unlimited video conferences, call recording, and compliance features added in higher tiers.

Bottom Line: Nextiva excels for any sized business needing a secure, scalable communications system with enterprise-level capabilities and support.

2. Grasshopper

grasshopper phone service

Grasshopper is a VoIP provider that offers essential business phone features like extensions for incoming calls, supervised call transfers, call routing, voicemail transcriptions, customizable voicemail greetings, text messaging, and fax capabilities.

It stands out for its ease of use, quick setup, and budget-friendly VoIP calling tailored to small teams.

Why is Grasshopper better than Google Voice?

Compared to Google Voice, Grasshopper is more optimized for professional use cases with additional capabilities like vanity, local numbers, toll-free numbers, call management features, auto attendants, and more robust administrative controls.

While Google Voice offers the basics, Grasshopper better supports customized business phone solutions.

Pricing: Starts at $14 per user per month based on number of extensions needed.

Best for: Startups, solopreneurs, and teams that want an affordable, feature-rich virtual phone system that’s simple to manage.

3. Ooma

ooma voip

Ooma Office is a VoIP business phone service with over 50 business communication features for call routing, voicemail, analytics, integrations, and more.

It stands out for competitive pricing while delivering enterprise-grade capabilities that enhance productivity for growing teams.

Why is Ooma better than Google Voice?

Ooma provides significantly more robust options for advanced call flows, real-time monitoring, and integrations with top business apps. Ooma also offers more personalized onboarding and US-based customer support not provided by Google.

Pricing: Plans start at $19.95 per user monthly with tiered features and support based on business size and complexity needs.

Best for: Solopreneurs to mid-market companies that want productivity-enhancing phone tools without high costs or complexity.

Related: Ooma Business Pricing: Is it Worth it?

4. Zoom Phone

Zoom Meetings

Zoom catapulted in popularity as the video conferencing platform of choice during the pandemic. But it also offers fully integrated voice, chat, and webinar capabilities for convenient collaboration.

Related: Zoom Phone Pricing: Is It Worth the Cost? 

Why is Zoom Phone better than Google Voice?

Unlike Google Voice, Zoom Phone provides enterprise-grade reliability, security, and support options tailored for business use cases where real-time interaction at scale is critical. Zoom phone also enables video and content sharing for more impactful virtual meetings.

Pricing: Plans start at $149 annually for comprehensive video capabilities, management controls, transcription tools, and more.

Best for: Organizations conducting regular video conferences, training, and events.

5. Skype

skype phone system

Skype is a globally recognized platform for free voice and video calls along with group messaging and file sharing. It offers basic unified communications tailored to casual users and small teams.

Skype can be easily installed on cell phones, computers, laptops, and tablets.

Why is Skype better than Google Voice?

Skype enables group video conferences for up to 100 people simultaneously. Skype also makes it easy to connect with contacts overseas on a freemium model, while Google Voice lacks free international calling options.

Pricing: While Skype has free personal use options, paid plans start at $2.99 per month for voice-over-IP calling and other premium business features.

Best for: Solopreneurs, small teams, and international collaborators who appreciate low-cost video meetings.

6. Sideline

Sideline phone system

Sideline augments existing mobile plans by providing additional phone numbers to segment professional and personal calls. This “second line” also enables productivity features like auto-replies when on another call.

Why is Sideline better than Google Voice?

Unlike Google Voice’s web-based system, Sideline uses carrier networks like Verizon and AT&T to deliver reliability. This means connectivity even in areas with no wireless internet access.

Sideline also enables WiFi calling, conference lines, shared inboxes, and SMS alerts that Google Voice lacks.

Pricing: Plans with unlimited domestic talk and text start at $14.49 per additional number per month.

Best for: Field teams, remote workers, and entrepreneurs needing an extra business line with robust call control.

How To Choose a Google Voice Alternative

Here are some tips for choosing the best Google Voice alternative:

Make the Switch From Google Voice to Nextiva

While Google Voice works for basic calling and texting needs, its features come up short for many business users. If you find yourself needing more advanced telephony solutions, it may be time to upgrade to Nextiva.

Nextiva voip service

Key communication features like auto attendants, call queues, IVR, call recording, voicemail transcription, online faxing, SMS, MMS, and video conferencing make it a top choice for enterprise functionality.

In addition to enterprise-grade call quality, reliability, and features, Nextiva also appeals to small business owners through solutions intentionally designed for that segment. These include budget-friendly pricing plans, streamlined feature sets, and self-service management portals.

Some key things you’ll like about Nextiva:

Ready to upgrade to higher quality calls?

Get the best phone system features and support with Nextiva.

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

January Product Update

January 8, 2024 2 min read

Sarah Skidd

Sarah Skidd

Desktop app: Additional Caller ID verification 

Incoming calls are now instantly scanned and labeled as verified or not. Learn more about the anti-spam/spoofing initiative here.

Desktop app: Choose your Call Pop location

Select where on your screen you’d like the incoming call alert to appear. On the desktop app, go to your profile > My settings > Desktop configurations > Call Pop screen position

Mobile app: Select which number to call

If your contact has multiple numbers, you can now easily select which number to dial.

Want to learn more?

Check out our Product Updates page to see what else you can do.

Still need the Nextiva app?

Download App

Desktop

Mobile

Desktop – Windows 8 & earlier.

ABOUT THE AUTHOR

Sarah Skidd

Sarah Skidd is a Product Marketing Manager for Nextiva. Former small business owner and mom of a bunch of kids, Sarah’s a mix of strategist and boots-on-the-ground doer. Off the clock, she’ll sneak in a hike or bribe her kids to join her in Rummikub.

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As a call center manager or business owner, one thing is certain—customers are always hungry for more.

In fact, 91% of customers are more likely to make another purchase after a great customer service experience. At the same time, 63% of consumers expect customer service agents to know their unique needs and expectations.

This expectation weighs heavily on company leadership. Setting effective customer service goals is a great place to start if you’re wondering how to keep customers satisfied.

You’ve likely heard how important it is to set goals for customer service, but our guide goes a step further. We not only back up the importance of these goals using real-world scenarios but also guide you through creating your own.

Complimentary Gartner® report

Evaluate & elevate your CX maturity with research-backed insights.

Read on for inspiration and guidance as you craft this year’s ambitious contact center service goals to retain existing and attract new customers.

Why You Need To Set Customer Service Goals

Imagine every customer service representative at your organization perceiving your company’s tone differently. You’d have a lot of inconsistency, brand dissonance, and customer confusion on your hands.

Good customer service goals prevent issues like this from happening. Here’s how:

How To Set and Measure Customer Service Goals 

You can probably think of a few overarching goals for your customer service strategy right off the top of your head.

Ideas are great starting points, but goals require structure to have a real impact. That’s where SMART goals come in.

Your goals should be:

13 Customer Service Goals To Stay on Top of Your Strategy

Clear, focused customer service objectives are necessary for any customer retention strategy. Customers who feel satisfied and cared for after interacting with your customer service department will be far more likely to return.

Let’s explore 13 examples of customer service goals to consider setting for your own organization in 2024.

1. Amaze with first response time (FRT)

In the digital age, people are less patient than ever before. Customers see quick response and resolution time as one of the most important parts of a positive customer experience.

Nearly one-third of customers want an email response from companies within an hour, according to customer service expert Jeff Toister. Keeping wait times this low would satisfy 88% of consumers.

Response time expectations on social media are even more demanding. Most consumers want a response from companies on Instagram within an hour.

Social media response time measured by Lucid
Via Lucid

If you’re now worrying about your own average first response time, don’t fret. Creating a customer service goal targeting first-contact resolution just requires a little strategizing.

Here are some tips as you get started:

In addition to FRT, customers care about average handling time and resolution rate. If you follow the above tips, you should see all of these metrics improve significantly.

2. Accommodate many contact formats

Every customer has their preferred communication channels. These include but are not limited to chatbots, team messaging, business phone calls, and video conferencing. In fact, customers use an average of nine channels to complete tasks like seeking advice and making purchases.

Most companies miss the opportunity to connect with customers via live chat or a chatbot. In fact, companies are more likely to text than chat by a 3:1 ratio.

You’ll attract customers from every demographic by accommodating a wide range of channels. Consider making channel growth a key customer service goal this year.

3. Implement an omnichannel strategy

While the term omnichannel can come across as complex, its meaning is quite simple. An omnichannel customer service strategy keeps the customer at the center of everything. It’s about providing a smooth, seamless, and consistent customer experience across every channel.

Gladly sheds light on the importance of this strategy. Its 2020 Customer Expectations report shows that 86% of customers expect communications with agents to “seamlessly move between channels.”

An omnichannel strategy requires team synergy. Every department must communicate clearly and efficiently with one another. It’s one of the most important team goals an organization can set.

Take Goldberg Hedge Funds, for example. Goldberg used Nextiva to integrate its CRM and VoIP phone system.

The integration unified all relevant customer notes, allowing team members to seamlessly join conversations and execute deals. The impact: a 227% increase in efficiency and revenue 227% within Goldberg’s first six months using Nextiva.

4. Survey customers consistently

When crafting a great customer service strategy, feedback is gold.

Your customers use your products firsthand, making them your biggest critics. You can expect honest feedback, as they have nothing to lose and everything to gain by suggesting how to make your product better.

“Your most unhappy customers are your greatest source of learning.”

Bill Gates
Co-founder of Microsoft

That said, customers won’t always describe their experience unprompted. It’s your responsibility to pick their brains by regularly surveying them.

To get started, you’ll need a customer feedback collection tool like Nextiva, Typeform, or Loop. Then, decide which customer survey questions would provide you with the most insight into customer satisfaction.

For example, gauging net promoter score (NPS) through questions like “Would you recommend this product/service to a friend?” accurately measures customer satisfaction score.

What is net promoter score

Ultimately, always be thinking about the customer’s experience when taking the survey.

Is the survey being sent to them at the right time? Is there a balance between closed- and open-ended questions? Can it be completed relatively quickly?

A survey goal should specify how often you will survey customers. It should also specify how much you want customer experience metrics to improve over time.

5. Reduce cost per contact (CPC)

Cost per contact (CPC) is one of the most effective ways to gauge your call center’s health. It reflects the impact that operational changes have on your bottom line.

To calculate cost per contact (CPC), add every cost of operating a contact center, from salaries to software, and divide that total by the number of contacts you handle.

What is Cost Per Content

By performing this calculation on each channel (i.e., phone, chat, etc.) and comparing them, you can identify which are the most cost-effective.

There are several ways to reduce CPC. For example, you can optimize your interactive voice response (IVR) to quickly pair callers with agents.

Adams Publishing Group (APG) used Nextiva as a workforce optimization tool to reduce its CPC. With Nextiva, APG began transferring calls with ease and saving customers time. This, in turn, saved employees time and lowered APG’s CPC.

6. Improve customer onboarding processes

Your customer’s onboarding process is one of the first impressions they get of your organization, so it’s important to do it right. It’s your chance to go above and beyond, demonstrating that you’ll take great care of them.

During the onboarding process, keep the following best practices in mind:

Customer onboarding can be a long and tedious process unless you use the right tools. Take the IT Consulting Firm AVIT, for example. AVIT decreased its new client onboarding time by two-thirds with the help of Nextiva’s interface and supportive team.

When you run 10 to 12 projects a month rolling out restaurants, communication is critical. You’re dealing with multiple general contractors, multiple concepts and brands, and support, taking them from install and onboarding to our support team.

KELLY GREEN
GENERAL MANAGER AT AVIT

If you plan to improve your client onboarding strategy this year, lean on the tools that make it possible.

Related: How Restaurants Can Benefit From Call Center Software

7. Develop a customer appreciation strategy

A key component of ensuring customer loyalty is making your customers feel appreciated. In fact, Statista found that 44% of consumers are willing to switch to brands with a greater focus on personalization.

Statista stat on personalization

Countless customer service examples embody an impactful customer appreciation strategy. One that stands out is Picky Bars’ Picky Club.

This superfood company’s subscription service goes beyond sending customers their advertised products. They offer free perks like T-shirts to excite customers and make them feel cared for.

customer service example from Picky Bars

To set a goal surrounding customer appreciation, consult company leadership to ideate and prioritize customer appreciation strategies. These may include freebies, personalized correspondence, or donations to causes customers care about.

8. Make all customer support mobile-friendly

Mobile customer service is no longer the future — it’s the present. In the first quarter of 2021, mobile devices generated nearly 55% of global website traffic, according to Statista.

Improving mobile compatibility and mobile-friendliness should be a top priority for your organization.

Ensure that all of your features (e.g., chatbots, articles, FAQs, etc.) are easily accessible and usable on mobile devices. A user experience (UX) team member or consultant can help with this.

To go a step further, provide easy access to support for mobile users by integrating SMS or text message support into your channel strategy. App push notifications are another great way to communicate with customers.

9. Automate to fill in human gaps

If you’re skeptical of the role of automation in customer service, turn to the 79% of companies that are confident in its future.

Chatbots, AI-powered solutions, and self-service portals can streamline operations, free up valuable agent time, and enhance the customer experience.

Not only does automation reduce customer service costs, but it also allows for 24/7 support. This offering would be far more costly if an organization were to rely fully on its human employees.

Of course, automation can only go so far. It’s less intuitive than an agent and lacks a certain human touch. That’s why it’s important to implement automation strategically rather than relying on it for your customer service strategy.

Wondering how automation can help? Start with the following ideas:

10. Utilize social media creatively

Social media presents an opportunity for brands to connect with their customers. Since 48% of customers use social media for information before making purchases, supporting users on these platforms can be an excellent strategy.

For example, companies like Starbucks track when they’re mentioned on Twitter and regularly engage with their users. Whether it’s answering a question about operations or expressing gratitude for their customers, they come across as approachable and helpful.

Customer Tweet from Starbucks
Via X

11. Innovate with the industry

Expect your competitors to be on top of the latest customer service technologies and trends. Setting a goal around consistently researching and implementing these technologies will help you stay relevant.

Employee-centric technology like workforce management tools is transforming contact centers’ operations.

Remaining up to date with customer-facing technology and trends in customer service is also essential.

In 2021, Domino’s launched a pilot program in Houston, Texas, using autonomous delivery vehicles called “DomiNO’s DXP.” These AI-powered bots navigate sidewalks and roads to deliver pizzas directly to customers’ doorsteps. This innovative approach to delivery offered several benefits:

Staying ahead of the curve in customer service technology can go beyond mere efficiency and bolster customer experiences, bringing lasting benefits to both businesses and consumers.

Gartner report on five technologies expected to gain the most value in customer service

12. Help agents grow

Investing in your customer service team’s growth and happiness will benefit your bottom line. You’ll attract the best talent possible when you’re perceived as a workplace that invests in its workers. Satisfied employees also treat your customers better, in turn improving customer retention.

So how do you go about investing in your employees’ growth?

For starters, managers should schedule regular one-on-one meetings with their employees and provide personalized feedback. Employees should be given greater autonomy and responsibility as they grow and improve.

Improving customer service skills through setting specific goals can expand your customer base and improve customer interactions.

“Real-time analytics blended with coaching and personalized learning pathways is how we are going to bring on the next generation of live assistance as the bar for experience management continues to rise.”

Martin Hill-Wilson
Owner of Brainfood Consulting

13. Empower customers through self-service tools

Customers want quick answers without calling a customer support team. They want intuitive, customer-facing tools.

Take Apple Support, for example.

Apple offers an integrated search tool and personalized flow options for customers to click on based on their questions. This simple, user-friendly knowledge base keeps customers in control as they resolve their concerns.

Of course, Apple didn’t just guess what its users needed.

To create intuitive self-service tools, you first need to understand your customers’ needs. Conduct comprehensive customer research and data analysis. This way, you can anticipate customer issues before they even arise.

“The goal isn’t just to solve customer problems — it’s to prevent them from happening in the future. Instead of addressing the issue over and over with each customer that calls, companies should update and improve their products so that customers don’t have to call in the first place.”

Blake Morgan
Keynote speaker and author

Overcoming Customer Service Goal Hang-Ups

Needless to say, setting excellent customer service goals requires serious investment.

While it’s easy to imagine a better future, the road to achieving your goals can be rocky and littered with obstacles like unaligned stakeholders, disjointed metrics, and limited resources.

Coming up with an idea for a goal is one thing, but deciding how to execute it is another.

how to execute on your customer service goals - lean on data, learn from competitors, delegate

As you approach bumps in the road during this process, keep the following tips in mind:

Realizing your customer service goals is nearly impossible without great service tools. Not only are Nextiva’s service tools best in class, but our business intelligence software makes data analysis easy.

Goals should never be made on a whim, and our software ensures they won’t.

ABOUT THE AUTHOR

Blair Williamson

Blair Williamson was a Content Marketing Manager at Nextiva. Her background is marketing in higher education and tech. She geeks out on WordPress, kettlebells, and whatever book she's currently reading.

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