Top 12 Call Center Tools Used by Support Agents

January 6, 2024 9 min read

Devin Pickell

Devin Pickell

The daily routines of employees have evolved. More people than ever are working remotely — call center agents included. It’s estimated that 38% of companies regularly employ remote workers, and that number is rising. They’re relying on home offices and co-working spaces to walk customers through a problem, in addition to the dedicated office builder.

What does that mean for your call and contact center? In a nutshell, you need communication software to support remote agents, one that has the features and flexibility your agents need to communicate with customers from anywhere in the world.

Get a cloud call center software from Nextiva.

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

Top 12 Call Center Tools

Here are the must-have tools and features to consider when searching for new call center software.

1. Help desk software

Not every customer wants to pick up the phone to speak to a call center agent. In fact, an increasing number of people prefer a self-service approach to getting their customer support questions answered. Research from Zendesk found that 63% of consumers rely on email, 43% use live chat, 25% use social media, and 22% use SMS for support answers.
Help desk software helps call centers provide this type of omnichannel customer support. Customers use the communication method they use, putting less strain on your agents—especially if you’re providing FAQs through web chatbots.
With help desk software, customer support teams streamline their incoming messages. They don’t need separate software to handle emails, phone calls, and live chat messaging. All interactions are handled in a single space.

2. CRM software

With more sales and customer support teams working closely together, it makes sense to have your call center software integrate with your Customer Relationship Management (CRM) platform.
Check whether your call center solution has CRM integrations with popular tools like Salesforce or HubSpot. In an ideal world, your contact center software will be able to sync data to and from each tool to get a more holistic view of your customer conversations.
Some call center tools even have a built-in CRM tool with features like Screen Pop, which uses an incoming caller’s phone number and checks for a match in your CRM. If there is data to pull, you’ll see the callers:

  • Name
  • Company
  • Survey response
  • Account value
  • Customer experience score
CRM software Nextiva



It’s frustrating for customers to have to explain their issues to several different people in your department just to receive adequate support. A call center tool with CRM mitigates that issue.

Related: The Buyer’s Guide to Outbound Call Center Software

3. Desktop softphone and mobile app

With more call center agents working remotely, your call center software needs to have features that allow agents to take calls wherever.
Going with a cloud-hosted call center solution instead of on-premise gives your team flexibility and the ability to take business calls using the devices they’re already using. Better yet, your agents will have virtual business numbers instead of having to use their personal lines to field support calls.
All your agents need is an internet-connected device—like a laptop, smartphone, or tablet—to take business calls. Download your call center provider’s mobile app, assign licenses, and you’re ready to get started. Just remember to check if the app is compatible with the operating system your devices run on (such as iOS and Android) before committing to a VoIP provider.

4. Interactive Voice Response (IVR)

Call centers saw a 300% increase in call volume at the beginning of the pandemic. For businesses short on staff, an Interactive Voice Response (IVR) system can handle increasing call volumes without putting too much workload on your call center agents.
This automated system collects information about an inbound caller’s inquiry and then routes that caller to the right resource or a human agent if necessary. Check out our explainer video below for more information on how IVR systems work:

Call routing through an IVR system improves the entire customer experience. Your inbound callers don’t have to wait in long queues just to get their support questions answered. Incoming calls are quickly and efficiently routed to the agent best equipped to handle the issue.

5. Automatic Call Distribution (ACD)

If you’re handling a large team of agents, you’ll likely have teams best suited to handle each type of inquiry. Automatic Call Distribution (ACD) is a feature that identifies callers, puts them in a queue, and routes them to the proper team automatically. Instead of asking inbound callers to click a number that best suits their query, the contact center software uses the information it already has about the caller to divert it to each department.


Let’s put that into practice and say you have one main business phone number. Everyone calls the same number, regardless of whether they’re new, existing, or potential customers. An ACD recognizes that an incoming call is from a number registered to an existing customer. So, before the call is connected to the main desk, it’s diverted to your customer service department. This is another feature geared toward mitigating high call volumes.

6. Call scripting

A call script guides the flow of the call and ensures agents hit on important talking points. Sometimes, they can be verbatim word-for-word or, more commonly, outcome-oriented.

It ensures consistent support is provided to all calls, regardless of the agent, with correct word usage. This helps in controlling your call structure and quicker resolution. AI technology in the contact center helps steer the call based on conversational patterns between agents and customers.

Customer service scripts can be instrumental in helping the agent focus on the customer making the call and interacting with them naturally instead of worrying about finding related information or appearing impersonal. It also comes in handy while training new agents. 

Branching call scripts combined with your IVR systems not only help improve call quality but also substantially shorten the resolution time required. 

A modern call center teams love.

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

7. Call recording

Illustration of a business phone call recording solution

Quality assurance is a huge deal for call centers. It’s crucial that everyone interacting with your customer service team has the same positive experience. A basic feature like call recording is a great way to analyze call scripts, outcomes, and quality of service.
Call center software like Nextiva records and stores all your inbound business calls for up to six months. These recordings are easily accessible from the admin portal. Simply replay them to confirm that each agent is meeting your customer service standards.

Call recording also helps call center agents respond to customer complaints. You’ll have a clear and accurate record of each conversation you’ve had with your customers—even if the agent dealing with the issue isn’t the same one who previously handled their complaint.

Related: How to Record Customer Service Calls & Why You Should

8. Call queue

While it’s not always possible to provide immediate support to every inbound caller, having a call queue will make the waiting process much more tolerable.
Call queuing is straightforward. It places incoming calls into a line waiting to answered instead of sending them straight to voicemail.

An automated greeting informs the customer that they’re in the queue. It gives an estimated wait time so they can decide whether to hold the line or call back later.
Configure your call flow so customers can listen to music, learn about your business, or divert them to a web page for your next event. It fills the gap between making the call and speaking with an agent—making call queues feel shorter than they are.

Related: Customer Service Call Centers: Top Features & Best Practices

9. Dashboards and call analytics

Providing the highest quality of customer service with speed is the main priority for call centers, but without reporting and call analytics, how do you know where these metrics stand? How can you improve them?
The only way to know whether you’re achieving your call center goals is through reporting. So, check whether your cloud contact center software offers real-time reporting and analytics. Ideally, it should show call center metrics like:

  • Type of inquiry: Are most of your support tickets billing, cancellation, or product-related? Use those insights to see whether you can create self-service documentation to lower call volumes.
  • Call volume: How many live calls (both inbound and outbound) are you juggling at any given time? Do you have enough agents to handle that demand?
  • Average call time: How long are you spending on each customer service call? If it’s higher than you’d anticipated and causing long queues, educate your agents on how to reduce call times.
  • Customer sentiment: How does someone feel about the call they’ve just had with your agent? Check whether they’re doing a good job by analyzing sentiment.
Call Center and Contact Center Analytics - Nextiva


 
It’s worth checking whether your call center phone system can break those metrics down by agent. That way, you’re able to dive deeper into agent performance and spot your most (and least) productive team members.

10. Wallboards

Similar to the analytics and dashboard tools above, you want to distill the specific metrics that your team needs to track. This is how you instill daily execution and level up call center productivity.

Be it a revenue target, number of outbound calls, talk time, or fully resolved customer issues — you should select one to three metrics from your CRM tool that are most important to track and report publicly.

There’s an innate human desire to win and compete. Wallboards help you tap into that part of the brain and keep the team driven. It’s probably in part why sales teams celebrate new deals with music or hitting a gong — it amps everyone up.

Wallboard gamification

11. Customer satisfaction surveys

Speaking of reporting, one of the best ways to get data is through qualitative and quantitative feedback from your customers.
Look for a contact center solution with built-in customer satisfaction surveys. It’s an automated message that is sent after every customer support call. Callers will be asked to score the agent on important factors like communication, friendliness, and product knowledge.
A reported 86% of buyers are willing to pay more for a great customer experience. Satisfaction surveys are a great way to understand whether you’re delivering on customer experience or dropping the ball. It’ll also identify key areas to improve your support experience.

12. Predictive dialer

An increasingly popular call center feature is the predictive dialer. This feature uses artificial intelligence to predict the next phone number to dial. Instead of an agent having to type a customer’s phone number correctly, it’ll populate the rest of their number to connect a call within seconds.
Predictive dialing is just one type of automation you should look for when upgrading your call center. Search for a product that can automatically send surveys after every customer interaction, remind your agents of overdue tasks, and use workflows to escalate cases with negative feedback.

Ensure You Meet Your Agent’s Needs

At the end of the day, agents need the right contact center tools to help them carry out their job. When evaluating these features, focus on the desired outcomes:

We suggest surveying your team regularly as well as observing the workflow in how they assist customers. You’d be surprised by the burden of your existing infrastructure that your team has to work around.

Choose a Call Center With the Tools and Features You Need

When looking for a cloud call center provider, reference this list of top call center tools and features. Think about your business’s unique requirements when it comes to fielding support calls.

For example, if your agents are experiencing increased call volume, it may be worth looking into an IVR. If your call center manager wants deeper insight into individual agent performance, they may want a product with reporting and analytics.

Nextiva’s call center solution has the tools and features your agents need to be more productive and more successful in their roles. Meanwhile, your customers will be at peace knowing their questions will be answered quickly and efficiently, regardless of how many calls are coming in. If call center performance slips, you’ll have reporting and analytics by your side to see where the bottlenecks in your call center are.

Agent view of handling calls in a call center.

A call center solution with this level of flexibility and functionality leads to more satisfied employees and customers.

Related: 20+ Call Center Features You Should Look For

ABOUT THE AUTHOR

Devin Pickell

Devin Pickell was a growth marketer at Nextiva. He combines his skills in content marketing, SEO, data analysis, and marketing strategy to meet audiences in their journey. He has helped scale SaaS brands like G2 and Sphere Software and contributed to G2's traffic growth. You can find him tweeting about e-commerce, sports, gaming, and business.

Posts from this author

6 Productivity Hacks To Save & Enrich Your Workday

January 5, 2024 6 min read

Nextiva

Nextiva

While occasional procrastination and distraction are normal, our attention spans are shrinking in the digital age.

Focusing on necessary tasks can feel like wrangling a runaway horse. The COVID-19 pandemic’s impact on work habits has been complex. While remote work can increase productivity, many returning to offices see those gains disappear.

Maximizing productivity is personal. It depends on your job, psychology, and focus habits. Here are six research-backed strategies to jumpstart productivity or inspire you to find what works best — whether working from home or in a dedicated office.

6 Simple Hacks To Boost Work Productivity

1. Make to-do lists

Don’t underestimate the power of a simple to-do list.

Studies on the Zeigarnik effect show that leaving tasks unfinished can hinder productivity, especially if they’re the first steps in a chain.

Zeigarnak effect
Via 100behaviors

Writing them down frees your brain from mentally tracking everything, allowing for deeper thinking on complex topics.

2. Identify priorities

Amidst the constant juggling of professional and personal responsibilities, one of our biggest challenges is prioritizing our tasks effectively. It’s easy to get overwhelmed by the sheer volume of demands vying for our attention.

However, taking a step back and adopting a structured approach can be a game-changer.

For instance, the pickle jar theory can be incredibly helpful for visual thinkers, allowing them to separate crucial tasks from distractions and the ‘nice-to-haves.’ Physically or mentally assigning tasks to different jars, you can gain clarity on what truly deserves your immediate focus.

The Pickle Jar Theory

For those in leadership roles, the Eisenhower matrix can be a valuable tool for prioritization. This matrix categorizes tasks into four quadrants: important and urgent, important but not urgent, urgent but not important, and finally, neither urgent nor important.

Placing your tasks in their respective quadrants helps quickly identify which ones demand immediate attention and which can be delegated, scheduled for later, or even eliminated.

Regardless of your specific method, having a deliberate and structured approach to prioritizing your tasks can significantly enhance your productivity and ensure that your time and energy are directed toward the most impactful endeavors.

3. Set deadlines

According to Parkinson’s Law, ‘work expands to fill the time available for its completion.’ In other words, tasks can easily stretch out indefinitely if we don’t impose constraints on ourselves.

Understanding this quirk of human nature can help us manage our time more effectively through a practice called timeboxing. The first step is to create a daily schedule, blocking out specific time slots for focused work on your high-priority tasks.

Dedicating predetermined windows to each task helps you create a sense of urgency that combats procrastination.

Of course, the key to successful timeboxing is setting realistic deadlines. It’s essential not to overload yourself by underestimating the time required for complex tasks.

Instead, consider chunking larger projects into smaller, more manageable deadlines — this not only makes the workload feel less daunting but also helps maintain momentum by celebrating incremental progress.

Additionally, using a timer for each task can be a game-changer, helping you stay on track and avoid getting bogged down in unnecessary details.

If deadlines are externally imposed, clear communication is crucial — be proactive in highlighting any potential roadblocks or conflicts with deadlines for other tasks to manage expectations effectively.

4. Create working time blocks

When it comes to maximizing productivity, structuring your workday is key.

Two popular techniques that can help you take control of your time are time blocking and the Pomodoro Technique.

Time blocking involves dedicating specific hours of your day to predetermined tasks, allowing for a focused and uninterrupted workflow. This approach is particularly beneficial for complex projects that demand sustained attention, as you can allocate dedicated blocks for research, writing, editing, and so on.

Time blocking technique
Via Zapier

On the other hand, the Pomodoro Technique tackles tasks in short, intensive bursts of 25 minutes, followed by 5-minute breaks, with longer breaks every four cycles. This method can be incredibly effective for repetitive tasks or when struggling to focus.

The beauty of these techniques lies in their flexibility and adaptability. While some individuals thrive on the structured nature of time blocking, others may find the Pomodoro Technique’s frequent breaks more conducive to their work style.

The key is to experiment with both approaches and find what resonates best with your personal preferences and the nature of your tasks.

You might even consider combining the two techniques, using time blocking for your morning hours when you’re fresh and focused, and then transitioning to the Pomodoro Technique in the afternoons when you need periodic breaks to recharge.

The goal is to tailor your work style to your unique needs, maximizing productivity while minimizing burnout and maintaining a healthy work-life balance.

5. Avoid multitasking

The temptation to multitask can be overwhelming. We often convince ourselves that juggling multiple tasks simultaneously is the key to maximizing productivity.

However, for most people, remaining focused on one action at a time allows the brain to sink more fully into the activity and complete it faster than multitasking.

Research has consistently shown that the human brain is simply not wired for efficient multitasking. In fact, task-switching can decrease productivity by a staggering 40%.

time management statistic
Via Zipdo

The solution?

Embracing monotasking and the art of deep work. Eliminating distractions, silencing notifications, closing unnecessary browser tabs, and finding a quiet workspace helps create an environment conducive to sustained focus on a single task at a time.

During your designated breaks, resist the urge to check social media or emails – instead, take a walk, listen to music, or engage in some light stretching to truly refresh your mind.

Additionally, practices like mindfulness meditation and breathing exercises can enhance your ability to maintain focus and resist the siren call of distractions.

By embracing monotasking and cultivating deep work, you unlock a level of productivity and efficiency that multitasking simply cannot match.

6. Automate repetitive tasks

Time is a precious commodity, and finding ways to maximize efficiency has become a necessity. One powerful strategy to reclaim your time is to automate repetitive tasks that consume valuable hours.

From setting up automatic email responses for frequently asked questions or greetings, to using filters that sort incoming emails into designated folders, email automation alone can save you time and mental energy.

Automated responses Nextiva
Setting up automation in Nextiva

Moreover, exploring project management software or marketing automation tools can streamline repetitive tasks within your workflow, allowing you to focus on higher-level priorities.

Remember that automation is not about replacing human workers, but rather about working smarter, not harder. Where a task can be effectively delegated to someone on your team, seize the opportunity — this frees up your time and empowers others to contribute their skills.

Furthermore, as advanced technologies like artificial intelligence and machine learning continue to shape the future of work, enhancing productivity is no longer a drain on the brain. Nothing can replace human ingenuity and creativity but definitely add to it.

Transform Your Workday: Take Control of Your Productivity

Maximizing productivity is a constant pursuit. The techniques explored here offer a springboard for developing a personalized approach that optimizes your focus and output.

Keep experimenting and find what works best for you.

Planning, prioritization, time management, and technology, can all transform your workday and help you achieve a greater sense of accomplishment.

So why not try these strategies and see how much you can achieve?

Business communications solution from Nextiva.

Get your business phone, messages, video meetings, contact management and notes–integrated in ONE powerful app.

ABOUT THE AUTHOR

Nextiva

Nextiva is the future-of-work software company that helps sales, service, and marketing teams achieve higher productivity and deliver better customer engagement. Nextiva’s cloud-based platform brings together business communications applications, intelligence, and automation to help companies build deeper connections with customers and manage all conversations and relationships in one place.

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VoIP for Nonprofits: Top Features & Benefits for NGOs

January 5, 2024 9 min read

Danny Grainger

Danny Grainger

Nonprofit organization leaders often worry about how to grow relationships with donors and volunteers, fulfill their mission, and keep costs in check. 

One of the most impactful decisions you can make is your phone system.

Unfortunately, traditional phone services aren’t designed with nonprofits in mind.

Between clunky equipment, inflexible call routing, and limited capabilities, traditional landline systems often create more headaches than benefits for organizations relying on tight budgets and volunteer support.

If you’ve been considering a phone system upgrade but are unsure where to start, Voice over Internet Protocol (VoIP) may be the ideal solution. Calls are connected through the cloud rather than via physical phone lines to make and receive phone calls. All you need is an internet connection.

Read on and discover why so many nonprofits are transitioning from old-school phones to VoIP systems.

Why Are Nonprofits Ditching Their Traditional Phone Systems?

Outdated phone systems have numerous limitations that hinder nonprofit productivity and client relations. Here are some of the top reasons for organizations to upgrade to VoIP.

1. High operating costs

The initial investment in an on-premises PBX system, plus ongoing maintenance and updates, makes traditional phone systems far more expensive than VoIP alternatives. 

Paying monthly fees for each landline also racks up expenses quickly. Because most nonprofits operate on extremely tight budgets, these ongoing costs unnecessarily divert funds from actual efforts and to operational costs. 

Typical VoIP cost vs traditional phone.

2. Lack of flexibility & scalability

Since traditional phone systems rely on physical phone lines and hardware, as your nonprofit evolves, adding or removing extensions is difficult. 

For instance, if you open a new office or need to quickly set up phones for a temporary fundraising drive, the costs of rewiring and equipment purchases add up quickly, limiting scalability.

3. Limited call handling capacity

Most legacy phone systems depend on a predetermined number of physical phone lines. If all these lines are occupied with current calls, any additional incoming calls sit in long queues, are blocked, are sent to voicemail, or are disconnected. 

This presents a major problem for small businesses and NGOs, as it often means missed donations and disappointed supporters for critical initiatives during high-traffic periods.

PBX vs. VoIP

4. Poor integration with CRMs

Since legacy communication systems operate in isolation from other systems, call data doesn’t automatically populate your CRM or other systems. 

Without built-in integration, your team must manually track and log all call interactions — an inefficient process prone to human error. Valuable data inevitably slips through the cracks, leading to disjointed experiences for supporters.

5. Security concerns

With legacy telephone services, all hardware and infrastructure sit in your offices, making it potentially difficult to protect. Intruders or accidents could compromise servers, and failing to update infrastructure can leave your customer’s sensitive data at risk.

VoIP solutions offer call encryption to prevent unwanted eavesdropping on your communications. This is especially important for cause-driven organizations. 

6. Limited reporting & analytics

Most old-school phone systems provide little to no call data, just basic logs of inbound/outbound calls and durations. 

Without detailed insights — such as peak calling times, unanswered calls, and call origin — it’s nearly impossible to identify areas you need to improve on or to make data-backed decisions to enhance fundraising and outreach.

A cloud-based phone service is a better option for fiscally responsible nonprofits. It offers a lot of capabilities with limitless scalability, enhanced call handling, and powerful integrations. 

VoIP Benefits for Nonprofit Organizations

By switching to a VoIP phone system for nonprofit organizations, your organization can overcome these challenges while unlocking the following game-changing advantages.

💸 Affordable communication

VoIP phone systems typically have lower setup and ongoing costs than traditional phone lines, making them ideal for nonprofits with tight budgets.

With no need for physical hardware or extensive wiring, nonprofits can save on maintenance and infrastructure costs.

You can avoid expensive PBX investments and per-line fees, and since VoIP uses an internet connection, your existing network is all that’s required. This significant reduction in costs provides the budget relief that nonprofits desperately need.

💡 Pro tip: If your organization is tax-exempt, you can qualify for even more savings. Ask about how you can skip paying sales or excise taxes associated with your VoIP service. 

📱Remote-ready phones

VoIP service providers support a remote workforce, allowing team members to stay connected even when they’re out in the field or working from home. 

VoIP network diagram for a single office.

This frees users from physical office phones. And with advanced features such as call forwarding, softphones, and mobile apps, your team can contact one another as and when needed.

🤝 Improved donor engagement

Organizations can use VoIP systems for outreach and follow-up calls, keeping donors informed and engaged with their causes. With instant access to caller profiles during calls, your team can better foster meaningful connections with your supporters. 

Toll-free numbers have been shown to increase consumer trust, and these numbers allow large donors to speak with your team about where to send their funds. 

Follow-ups are streamlined by logging interactions directly into your CRM, a level of personalization that helps drive donor loyalty and security.

📩 Added SMS messaging capabilities

Younger demographics prefer texting over calling, making SMS messaging an effective tool for engaging new and potential donors. 

Integrated SMS messaging bridges communication gaps for supporters who favor text messages over calls and emails. Quick mass texts can notify thousands of supporters instantly to spur immediate action, which is useful for last-minute fundraising drives or event updates.

✅ Enhanced team collaboration

Features such as group chats, video conferencing, and file sharing improve team collaboration, leading to more efficient project management.

By consolidating voice, video, and text communications into one platform, long-distance teams can work together cohesively and flexibly. Unified systems unite employees and volunteers, streamlining teamwork.

Here’s how Social Vocational Services of California, supporting adults with developmental or intellectual disabilities, uses a business phone system to reliably and consistently connect staff and coordinate programming with families and caregivers across its 80 locations.

Also Read: How Nextiva Helps United Way Raise $2.6M in Virtual Telethons

Top 10 Essential VoIP Features for Nonprofits

To truly transform your nonprofit’s communications, look for a VoIP system that includes the following key features.

1. Auto-attendant

An automatic virtual receptionist greets incoming callers, offers menu choices, such as “Press 1 for Donations,” and routes calls correctly. An auto-attendant provides 24/7 coverage with minimal labor costs, ensuring you never miss a call, even after hours or during staff shortages. 

Your call flows don’t have to be complicated. Your team can adapt them to your hours of availability or special fundraising events. 

2. Call routing

Intelligent call routing defines where calls should go based on your preferences and needs. 

You can send certain calls to voicemail, direct top donors to account representatives, or forward urgent messages to cell phones. When call volume spikes, you can adapt call directing on the fly or prepare routing rules for special events.

Inbound call routing

3. Conference calls & video meetings

Choose a cloud-based phone system that enables audio or video conferencing, screen sharing, and other options to connect in real time, allowing your team to collaborate from anywhere without logistical headaches or travel costs.

With a hosted VoIP platform such as Nextiva, you don’t need to pay for extra meeting software or conference call services — these are included. 

4. Mobile & desktop softphones

Softphones allow staff and volunteers to use their mobile devices as extensions of the VoIP system, ensuring they stay connected wherever they are. Employees can be productive regardless of where they are — in the office, at home, or in the field.

5. Voicemail to email

Voicemail transcriptions eliminate the need to dial in and check messages manually. Email alerts notify staff of new voicemails, while speech-to-text conversions provide the contents in writing right in your inbox for quick reviewing. 

This helps your team respond faster and ensures no messages slip through the cracks.

6. SMS communications

Integrated SMS makes connecting with supporters smoother across their preferred communication channels – phone, email, or text. 

Reach a wider audience by texting event reminders, donation confirmations, or other notifications directly from your business phone system.

7. Interactive voice response (IVR)

One of the major features of a VoIP phone system is the ability to interact with callers via voice commands or keypad inputs, providing a self-service option for accessing information or completing certain tasks.

How IVR works

Customize your IVR menus to simplify tasks, such as:

Furthermore, IVR provides self-serve options 24/7 without tying up employees. Gathering basic information upfront helps route callers to a representative more efficiently, streamlining your customer experience.

8. Call analytics and reporting

Robust call analytics provides at-a-glance visibility into call volumes, wait times, abandoned calls, busy signals, and more. 

Trend reports uncover usage patterns to inform better resource planning — know which call sources provide the best ROI and proactively identify issues before they impact KPIs.

Nextiva voice analytics

9. CRM integration

Linking your CRM and phone system enables automatic call logging and screen pops for caller information, giving staff instant access to caller profiles during calls. 

The CRM automatically logs interactions, keeping records organized in a single solution.

10. Call recording and transcription

Recording calls creates valuable opportunities, such as resolving disputes, onboarding new hires faster with sample calls, reducing liability risks, and keeping permanent records of special announcements or interviews. 

Transcriptions make the content searchable, while AI can analyze interactions to enhance team performance.

Top-Rated VoIP Providers for Nonprofits

When evaluating VoIP solutions, be sure to consider providers designed with nonprofits in mind, such as:

1. Nextiva

Nextiva cloud phone system

Renowned for its reliability and comprehensive communications solutions, Nextiva is a complete suite of tools that includes voice, video, text, instant messaging, and CRM integration.

Nextiva stands out as a top provider that is purpose-built to empower nonprofit productivity and community relations. Its industry-leading platform conquers previous communication limitations through powerful VoIP features, easy CRM integrations, unlimited scalability, and top-notch reliability.

As a cloud-based platform, Nextiva also eliminates the security risks and maintenance costs that plague outdated systems. True scalability means effortlessly adapting to campaigns or growth spurts without service disruption or surprise costs.

G2 rating: 4.5 out of 5 (2,896 customer reviews)

2. KrispCall

KrispCall phone system

Known for its user-friendly interface and affordable pricing, KrispCall provides a unified platform for calls, SMS, and CRM integration, making it a versatile choice for nonprofits with varied communication needs.

G2 rating: 4.4 out of 5 (21 customer reviews)

3. Telzio

Telzio phone system

Telzio offers straightforward, scalable VoIP solutions with an emphasis on simplicity and transparency in pricing, providing a full-featured phone system with unlimited users and extensions.

G2 rating: 4.2 out of 5 (3 customer reviews)

Related: 7 Best Telzio Alternatives & Competitors To Check Out

4. Vonage

vonage phone system

Vonage Business combines UCaaS solutions with contact center features, aiming to enhance connections between organizations and their customers. Nonprofits can choose a service level based on the number of users, the calling features needed, and their integration requirements.

G2 rating: 4.3 out of 5 (437 customer reviews)

5. 8×8

8x8 phone service

8×8 prioritizes keeping communications secure, compliant, and available within integrated UCaaS and CCaaS systems. Nonprofits can centralize engagement channels while leveraging advanced analytics to maximize team performance. However, 8×8 lacks the number of features offered by Nextiva. 

G2 rating: 4.1 out of 5 (656 customer reviews)

Your Nonprofit Deserves a Better Phone System

Outdated phone systems are a problem, particularly for cash-strapped nonprofits and NGOs. They can lead to missed opportunities for growth and engagement, hindering the environmental and humanitarian impact a nonprofit organization can have.

However, by upgrading to a feature-rich unified communications VoIP provider, organizations achieve cost savings, flexibility, mobility, and robust call-handling capabilities.

By moving to Nextiva, nonprofits can modernize communications and operate more efficiently — and the move is easy. 

“We had a seamless porting of our old numbers. Training was provided by Nextiva’s onboarding team to me as the administrator and to staff for working knowledge of their phones. Porting, implementation, and setup of the system all went perfectly.” 

Alana Turner, Executive Assistant
Executive Assistant at Children’s Museum of Phoenix

Nextiva’s reliable service ensures no dropped calls or fuzzy call quality — a must for fundraising and outreach initiatives. Nextiva supports these operational needs with enterprise-grade VoIP, budget-friendly pricing, and hands-on implementation support.

Nonprofits turn to Nextiva to strengthen meaningful relationships. Unlimited nationwide calling and texting keep everyone connected in one place.

Intuitive call handling routes each interaction intelligently to match the needs of customers, volunteers, and partners. After you move your communications to the cloud, you’ll be able to spend your finite resources on advancing your mission.

Get robust features, intuitive operation, and stellar reliability at an affordable rate. Let go of old phone system headaches by embracing the future with Nextiva’s VoIP solution, which is purpose-built for nonprofits.

The bottom line is that Nextiva helps today’s nonprofits grow and sustain themselves. Your organization, volunteers, and community will thank you.

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.

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What Is STIR/SHAKEN & How Does It Help Businesses?

January 4, 2024 6 min read

Jeremiah Zerby

Jeremiah Zerby

How often are you interrupted by robocalls?

It gets tricky to ignore them, especially when they come from legitimate-looking numbers. Some of these calls are genuine, but most are not. Scams that target unsuspecting victims are on the rise.

With Voice over Internet Protocol (VoIP), phone number authentication is a big deal — and it’s only going to get tougher. 

Reputable VoIP service providers, cell phone networks, and the government have teamed up to provide a system for authenticating telephone numbers before someone’s phone rings. 

Authenticating phone calls assures the identity of the originating caller. This technology is known as STIR/SHAKEN. We’ll explain how this protocol works to combat caller ID spoofing and robocalls and how it affects your business communications. 

What Is STIR/SHAKEN? 

STIR/SHAKEN is a combination of two acronyms: 

STIR: Secure Telephone Identity Revisited 

SHAKEN: Signature-based Handling of Asserted Information Using ToKEN

STIR/SHAKEN is a framework of protocols used by telephone service providers to authenticate an originating caller’s identity. STIR/SHAKEN solutions are intended to prevent malicious phone calls from being made by unauthorized parties. 

Both originating service providers and terminating service providers verify caller IDs to authenticate callers and avoid fraudulent robocalls. It helps call recipients protect against caller ID spoofing and maintains their trust in the phone service. 

The STIR/SHAKEN framework authenticates VoIP calls using the Session Initiation Protocol (SIP) header to transmit the authentication certificate. 

For legitimate call centers, these standards aren’t hard to meet. But for illegal robocallers, STIR/SHAKEN makes it more difficult to use fake caller ID information. 

Let’s take a deep dive to understand how it works. 

How Does STIR/SHAKEN Work?

The telephone service provider obtains a digital certificate from a certificate authority. These digital certificates work with public key cryptography techniques and are recognized by other service providers. They help in authenticating calls. 

STIR/SHAKEN Diagram: Phone calls are authenticated by a third party to verify the identity of incoming callers. (via Robokiller)
STIR/SHAKEN Diagram: Phone calls are authenticated by a third party to verify the identity of incoming callers. (via Robokiller)

As part of the SIP protocol, STIR uses the telephone service provider’s digital signature to authenticate the caller ID. The calling party sends a SIP invite to their service provider when initiating a call. The service provider verifies the source and calling number to determine the attestation level. 

There are three levels of attestation: 

Did you know? More than one-third of robocalls receive Gateway attestation levels.

Then, the service provider creates an encrypted SIP identity header and sends it to the terminating provider with the SIP invite. The information is taken up by a verification service that authenticates based on multiple factors, including the certificate’s public key, its chain of trust, and various others. 

The terminating provider decides whether to allow or block a call based on attestation levels and other factors per their analytics. 

Types of Scam Calls STIR/SHAKEN Can Mitigate

In essence, STIR is a technology, and SHAKEN is a policy. They work together to authenticate caller IDs and protect against multiple scams, including: 

1. Phishing

Threat actors pose as genuine sources such as banks, credit card companies, or government agencies to trick victims into revealing personal information. They can try to get victims to reveal one-time passwords and other details that can compromise their identity. 

STIR/SHAKEN prevents malicious attempts to spoof caller IDs, safeguarding you against phishing attempts. 

2. Vishing

It’s short for “voice phishing.” Attackers trick targets into giving out sensitive information by impersonating a legitimate professional. They try to retrieve personal information or receive financial payments. 

STIR/SHAKEN allows the phone company to verify if an incoming number is the same as the one on the caller ID. It prevents vishing attempts with digital validation of phone call handoff through complex networks.

3. Tech support scams

Many threat actors impersonate a company’s tech support staff to convince victims of malware in their system. They encourage targets to update the software. While updating, the victim innocently gives away remote access to their computer. 

Attackers leverage this to get the victim’s personal information. Sometimes, they may install malware or ransomware on the victim’s computer. STIR/SHAKEN prevents such incidents by verifying numbers with their caller IDs. 

4. Robocalls

Robocalls are pre-recorded messages that may be legal or malicious. They’re genuine when the calls are about payment reminders, alerts, or incoming calls from legitimate telemarketers.

However, some of these unwanted robocalls are generated by scammers who maliciously engage victims with fake notices such as, “You have violated a traffic law, pay $X in fines to avoid full-scale legal inquiry.” 

Robocalls usually promote scams or sell unwanted products. When attackers spoof the caller ID, it becomes tricky for victims to identify and block such calls. STIR/SHAKEN attests such calls and marks them spam. 

Teams have more space and bandwidth to attend legitimate calls when they can easily recognize spam.

Scams are the highest category of robocalls in 2023 (via Robokiller)
Scams are the highest category of robocalls in 2023 (via Robokiller)

Benefits of STIR/SHAKEN

STIR/SHAKEN differentiates between genuine and spoofed calls to prevent risky telephony experiences. Here are some of its notable benefits:

Why You Should Use Authenticated Numbers for Outbound Dialing

Authenticated business phone numbers help you establish the credibility of your company and deliver the initial trust needed for customers to answer calls. It offers several good things for an organization, such as: 

📈 Increased call answer rates

When you register your caller ID name with the service provider and implement STIR/SHAKEN, it helps customers see that a call is genuine and comes from a legitimate source. Your calls reach customers’ ears instead of going to their voicemail. 

When your caller ID is positive, customers don’t block you permanently. It prevents low attestation ratings and can lead to better sales opportunities and long-term established connections with customers. 

➕ Enhanced brand reputation

You can show your commitment to customers’ security and integrity with authenticated numbers. It helps you make good first impressions as customers believe you’re a trustworthy source and not a scammer trying to impersonate you. 

With your positive brand reputation, customers feel more confident answering their phones without hesitation. Conversely, if your caller ID is inaccurate, consumers may feel you are taking part in shady practices, eroding their trust in your brand. 

✅ Compliance with regulations

Many countries and regulatory bodies are mandating STIR/SHAKEN for outbound calls. Federal Communications Commission (FCC) rules require most providers to implement STIR/SHAKEN on their network IP. 

They require providers to certify in the Robocall Mitigation Database that they have implemented STIR/SHAKEN, as part of the TRACED Act, which stands for Telephone Robocall Abuse Criminal Enforcement and Deterrence.

The law defines the risks and penalties for fraudulent telephone communications.

How STIR/SHAKEN and 10DLC Relate

10-digit Long Codes (10DLC) are local long code numbers approved by local mobile number operators for application-to-person (A2P) messaging. Since they’re pre-approved by phone network operators, businesses avoid any penalties due to non-compliance with messaging regulations. 

A2P 10DLC focuses on SMS authentication, while STIR/SHAKEN concentrates on caller ID authentication. Together, they improve business communications’ security and integrity. 

They complement each other. 10DLC compliance requires businesses to register their brand and campaigns, reducing the possibility of unauthorized communications. STIR/SHAKEN prevents caller ID spoofing, creating a more secure environment for voice communication. 

Is STIR/SHAKEN Mandatory?

Yes, it’s mandatory in the U.S. to implement the protocol from June 30, 2021, for large carriers and June 30, 2022, for smaller and rural carriers. The TRACED Act mandates the implementation of STIR/SHAKEN. 

U.S. consumers alone received over 60 billion robocalls in 2023. With the upward trend of robocalls and call frauds, regulatory bodies in different countries encourage businesses to adopt robust authentication measures within implementation deadlines. 

Recently, the FCC adopted new rules to strengthen its consumer protections, allowing carriers to more aggressively block malicious calls and text messages from noncompliant telephone networks. 

Other countries are making some developments in call authentication while preventing caller ID spoofing. An estimated 25% of all incoming calls on Canadian phone numbers were robocalls in 2021. To combat this,  the U.S. FCC pledged cooperation with Canada in its enforcement efforts. 

Stay Vigilant With Nextiva

After enforcing regulations to mitigate robocalls, there have been some decreases in complaints filed with the Federal Trade Commission. However, they’re still a problem. 

Stay ahead of the STIR/SHAKEN requirements with a fully compliant business VoIP platform from Nextiva. It’s easy to set up, and your team will love its functionality. Plus, you’ll also uphold customer trust in your brand so you can scale your company faster. 

Business VoIP service done right.

Integrate secure phone service, SMS, video, and team chat in ONE platform.

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.

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Best Office Phones for SMBs: Top Picks for 2024

January 4, 2024 10 min read

Alex Doan

Alex Doan

Your office phone can make or break communication for your small business, so you need to carefully evaluate the available options to make the right choice. 

Below, you’ll find a straightforward comparison of some of the most popular VoIP phones for your team members to guide your decision. 

Best VoIP Office Phones for 2024

The best VoIP office phones for small businesses are easy to set up, have crystal-clear audio quality, and work reliably with cloud-based phone service providers. 

Here are the best office phones we’ve ranked, with details about them below.

1. Nextiva X-885

Nextiva X-885

The Nextiva X-885 is one of the best office phone systems on the market, especially for business executives and front-desk officers. It is highly customizable, with a range of programmable buttons plus built-in Power over Ethernet (PoE) support.

It has a 4.3-inch screen, a large color display, and an overall sleek design that makes it easy to use. In addition, the phone features a variety of advanced call-handling options, such as call forwarding, call transfer, and three-way calling — to cater to a wide range of communication needs. 

One thing that really stands out is its exceptional sound quality. The Nextiva X-885 VoIP phone uses wideband audio technology to deliver crystal-clear calls. It also has built-in Wi-Fi and Bluetooth. 

Although the X-885 doesn’t have an HD screen display, its colored LCD screen serves the purpose well and delivers great visual quality. 

Top features

Best for: business executives and receptionists 

Price: $190.00 or $8.40/month

2. Poly Edge E550

Poly Edge E550

The Poly Edge E550 is a multi-purpose VoIP phone that can be used both at your home office and on your business premises.

Unlike many of the phones in this article, this one has built-in Wi-Fi and Bluetooth connectivity for communication convenience. It also pairs with wired and hands-free headsets using one of three inputs: RJ-9, USB-C, and Bluetooth. 

One feature that really stands out for users is the ability to fast pair your compatible Poly headset. Just enable pairing mode on your headset, tap it on the Edge E screen, and select Connect — it’s that easy! 

You can also pair your compatible smartphone with the Edge E550 to make your call history and contacts available on your desk phone.

Top features

Best for: hybrid staff working in modern offices

Price: $300.00 or $11.00 per month

Yealink T57W

Perfect for business executives looking for an office phone with a large screen, the Yealink T57W IP phone boasts a seven-inch color touchscreen display. 

The T57W initially shows 11 line keys, but you can press the More key button on the screen to display a total of 29 line keys.

If you don’t want to cover the rich color screen with line keys, add up to three EXP50 expansion modules to view your additional lines.

Aside from its display abilities, this VoIP phone comes with built-in Wi-Fi and Bluetooth connectivity. And you can connect your wired headsets using the RJ-9, EHS, or USB-A input.

If you’d rather use a wireless headset, no problem — the T57W also offers Bluetooth connectivity. 

An outstanding feature of this device is that you can pair up to four supported Yealink cordless DECT handsets, such as the W56H handset, by connecting the separate DD10K DECT adapter accessory. This lets you control all your calls from one central device. 

Top features

Best for: busy executives and professionals who need a large screen

Price: $310.00 or $12.00 per month

Yealink T46U

If you’re looking for a midrange desk phone with great audio quality, the Yealink T46U VoIP desk phone should be on your radar. 

It comes with Yealink Optima HD audio quality that delivers clear, natural sound through a built-in full-duplex speakerphone and includes hearing aid-compatible headsets.

Another great feature of the Yealink T46U is its high level of security. It offers enterprise-grade protection with HTTPS, SRTP, and TLS encryption protocols.

Like the X-885 VoIP phone, Yealink’s T46U has a 4.3-inch full-color display screen. It doesn’t have built-in Wi-Fi and Bluetooth, but you can connect these using external cables.

Top features

Best for: busy professionals who handle a high volume of calls

Price: $200.00 or $7.60 per month

5. Nextiva X-835

Nextiva X-835

The Nextiva X-835 is an excellent choice for businesses looking for a reliable and feature-packed VoIP office phone that won’t break the bank. 

This phone doesn’t support Bluetooth connectivity, but you can connect to your Wi-Fi via a USB dongle. If you want wire-free Wi-Fi connectivity, you’re better off with a VoIP phone like the Yealink T57W. 

The X-835 also has an RJ-9 headset input for wired audio connections. In addition, it comes with 12 programmable keys. These keys can be programmed to speed dial frequently called numbers and access features such as call forwarding and voicemail. 

Top features 

Best for: customer support leads and supervisors

Price: $160.00 or $6.00 per month

6. Poly Edge E220

Poly Edge E220

Looking for an affordable VoIP desk phone that simply gets the job done?

Look no further than the Poly Edge E220. With only four line keys and a 2.8-inch screen, you may think you aren’t getting a whole lot with this phone. But you would be surprised to learn how feature-rich this phone actually is! 

The Poly Edge E220 has four pages of lines, so you can have up to 16 lines. It also offers custom speed dialing and monitors other lines using Busy Lamp Field. The Edge E220 has a color screen, built-in Bluetooth 5.0, NFC support, and a built-in wall mount on the back. 

As with all Poly Edge E model desk phones, the Edge E220 comes with text-to-speech to let you know which buttons you are pushing, what phone number you are calling, and what options are available in the settings menus.

Along with text-to-speech, it has screen color adjustments for color blindness and the ability to increase the font size or change it to bold lettering.

With all these amazing features, how could you not want a Poly Edge E220 for your workspace?

Top features

Best for: small businesses looking for a budget-friendly and easy-to-use VoIP phone

Price: $160.00 or $5.10 per month

7. Cisco 8861

Cisco 8861

The Cisco 8861 IP phone is built for businesses with a small office area or limited network access ports. It comes with native Wi-Fi and Bluetooth connectivity, an RJ-9 headset input, and a speed dialing function. 

Users love its voice feedback feature, which helps anyone who has trouble seeing their phone screen.

When enabled, a voice prompt helps you navigate your phone buttons and reads incoming caller IDs, displayed screens and settings, and button functions. 

The voice is clear and easy to understand, and you can change the speed at which the voice prompts play. It’s particularly useful for people with visual impairments.  

Top features

Best for: Executives or within a medium-sized conference room

Price: $330.00 or $13.30 per month

Benefits of VoIP Desk Phones

A VoIP desk phone offers many advantages that softphones simply can’t replace. Here’s why you should consider upgrading from a traditional landline to a VoIP desk phone. 

✅ Dedicated, reliable calling experience

Switching to a VoIP telephone system means you will no longer struggle with frequent call disruptions and network downtime. 

Unlike a traditional PBX phone system, VoIP desk phones make and receive calls via the Internet, providing much more stable connectivity than physical phone lines. 

Internet connectivity isn’t restricted to a physical location, meaning you can make, receive, and manage calls from anywhere. 

🤝 Seamless integration with softphones

VoIP phones typically come with built-in softphone applications for more flexible communication. 

A softphone provides a virtual phone number that can be used to make and receive calls via any Internet-enabled device. It comes with features such as call forwarding, call transfer, call waiting, and voicemail, just like a regular office phone. 

With a softphone, you don’t have to bother about moving your VoIP phone from one place to another; you can communicate with team members and clients from any smart device, including your laptop and iPad. 

This is extremely valuable for field workers who need to join conference calls on the go and hybrid teams looking to coordinate activities between in-person and remote staff seamlessly. 

📱Easy, instant calling & flexibility

Most VoIP services provide additional hardware and accessories to improve your overall communication experience. 

If you’re using a desk phone such as the Nextiva X-835 that lacks built-in Bluetooth connectivity, you can connect your VoIP phone to Bluetooth devices using a USB dongle. 

Another great example of a VoIP office phone accessory is a headset that allows you to participate in meetings and calls hands-free. Some VoIP headsets are even wireless, allowing you to make, receive, and manage calls while moving around. 

🔊Better call quality, including speakerphone

If you’re not satisfied with your VoIP phone’s audio quality, you can connect it to a speakerphone for better call quality. 

A speakerphone is a device that allows you to make and receive calls hands-free. It has a built-in loudspeaker and microphone that enable you to hear the caller’s voice and speak to them without holding the phone to your ear. 

It also has features like noise reduction, echo cancellation, and high-definition audio support or wide band — which all contribute to a quality audio experience. 

Useful Office Phone Accessories

Your office phone isn’t complete without one or more of these VoIP phone accessories and hardware.  

Headsets

VoIP headsets allow you to make and receive calls without holding the phone to your ear — in hands-free mode. 

Headsets can be wired or cordless. A wired headset connects to your VoIP office phone via a cable, such as a USB cable, while the cordless headset typically connects to your device via Bluetooth. 

Headsets come in various styles. Some headsets are placed over the ear, while others are placed in the ear. Some models have advanced audio features, such as noise reduction and echo cancellation, for improved audio quality. 

Prices of VoIP headsets vary greatly based on their features and complexity. They can start at $15 and go up to $500 or more. 

Wireless dongles

What is a wireless dongle? A wireless dongle is a small hardware device that helps you connect your VoIP phone to a Wi-Fi network or Bluetooth device. You’ll need them if your office phone lacks native Bluetooth and wireless network connectivity. 

Some VoIP phones, such as the Nextiva X-885, come with Wi-Fi dongles, but this is not the case with all VoIP phones. Often, you’ll need to buy the required dongles separately. 

The exact price depends on what you’re getting. The Nineplus wireless dongle for Wi-Fi costs about $30, while the Maxuni USB Bluetooth dongle costs about $18

PoE equipment

Power over Ethernet equipment delivers data connectivity and electrical power to your VoIP desk phone simultaneously. This reduces clutter caused by separate data and electrical cables in your office. 

All Nextiva’s VoIP phones are PoE compatible, but this isn’t the case with all other VoIP service providers. Before investing in PoE equipment, check with your service provider to be sure your phone supports PoE. 

Once confirmed, you can buy your PoE equipment via your service provider’s hardware and accessories store. You can also purchase this equipment on e-commerce marketplaces, such as Amazon. Some PoE devices cost as little as $16. 

The Best Office Phones Need the Best Phone Service

The last thing you want is to invest in an office phone only to struggle with subpar service quality. That’s why you need to partner with a business phone service that guarantees high-quality call delivery every time. 

Nextiva is your best option. It’s extremely easy to set up and use. Plus, our support team is always available to help you through any challenges that come up. 

👀 Check out Nextiva’s extensive business phone system, and let us know what you think! 

VoIP Office Phones FAQs

Get answers to common questions about VoIP office phones. 

How much does an office phone cost? 

Office phones typically cost between $100 to $300, depending on their features and functionality. Top-rated VoIP providers like Nextiva offer flexible leases/rentals on office phones, you be sure to ask about that when you get a price quote. Simple VoIP phones, such as Nextiva’s X-885, cost as little as $8.40 per month, while a phone like the Poly Edge E550 costs about $11 per month.  

Which office phones are best for small businesses?

Based on our research, the Nextiva X-835 and Poly Edge E550 IP phones are the best phones for a small office. These devices are budget-friendly and offer a wide range of features for small and growing companies. 

Which desk phones are best for enterprises? 

There are many great desk phones available that are specifically designed for enterprises. However, the choice of the best desk phone for your enterprise depends on various factors, including the size of your business, your communication needs, and your budget.

Some of the popular VoIP brands for enterprises are Nextiva, Cisco, and Polycom. 

How do I set up an office phone? 

The exact steps for setting up an office phone depend on the brand. Typically, you’ll need to connect the device to the Internet, configure the settings, and test it to make sure everything works correctly.

Read our helpful guide for setting up a VoIP phone

ABOUT THE AUTHOR

Alex Doan

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

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7 Essential Call Center Campaigns For Sales & Support

January 3, 2024 9 min read

Joe Manna

Joe Manna

Struggling to boost contact center performance while juggling thousands of daily conversations? You’re not alone. Most call center managers face the same issue: maximizing results with limited time and resources.

The good news? Success isn’t measured in handle times, it’s measured in revenue, leads, and happy customers. And you can easily achieve this by implementing strategic call center campaigns.

A call center campaign is a series of focused activities with defined milestones to improve sales or customer service. Instead of aimlessly answering calls, you direct your team toward specific, measurable goals.

But where do you start? This comprehensive guide dives deep into the best call center campaigns for both sales and customer support teams to help you improve agent efficiency, drive customer satisfaction, and improve your contact center experience.

What Is a Call Center Campaign?

A call center campaign is a targeted initiative where businesses use phone calls to achieve specific goals. It’s essentially a structured plan for making large numbers of calls, either proactively reaching out to contacts (outbound) or strategically handling incoming calls (inbound).

Outbound campaigns involve calling prospects or existing customers for lead generation, sales conversions, or customer service.

Inbound call generation involves running targeted advertising campaigns (including online ads, social media, or direct mail) to drive phone inquiries from potential customers.

Businesses follow call center best practices to meet these key goals.

Unlike regular call center operations, these campaigns have specific call center KPIs and benchmarks for success, preset workflows, measurable outcomes, and defined timelines.

Related: 16 Must-Have Call Center Features for Sales Teams

Why Are Call Center Campaigns Important?

Call center campaigns offer brands a personalized way to connect with customers and prospects at scale.

Unlike mass advertising, these campaigns enable real conversations where agents can answer questions, resolve objections, and build relationships. This human touch results in conversion rates far higher than impersonal digital tactics.

“One thing that companies can’t lose sight of is the importance of the human element, which can be improved in areas such as call center services.”

Harley Manning, VP & Research Director
Forrester

Additionally, call center campaigns generate invaluable customer insights. Because every call provides qualitative data on interests, pain points, and changing priorities, call centers essentially function as giant market research operations.

By aggregating these consumer insights across agents and monitoring trends over time, brands gain an informative edge to refine products, messaging, and experiences for maximum relevance.

The rich data from call center campaigns provides a detailed insight into changing market dynamics that other channels simply cannot match.

Types of Call Center Campaigns

Outbound Call Center Campaigns

Outbound call center campaigns involve agents making calls to prospective customers or leads. These aim to generate sales or leads but can also be used for market research, customer satisfaction surveys, and appointment setting.

functions of an outbound call center

Here are some of the most common types of outbound call center campaigns:

1) Cold lead outreach

Cold lead campaigns focus on outbound sales calls to cold prospects or leads.

Cold leads are people who haven’t had any previous interaction with your business. They don’t know who you are, but they do meet specific criteria and are within your target market.

While the method for cold lead generation varies, most companies buy phone number lists of likely prospects — people in a specific geographical area, with a specific job title, or in a specific income bracket. These lists can also come from conferences and tradeshows.

Before you start this campaign, make sure that your cold leads are of high quality. If your product’s target market consists of homeowners, consider validating the data with public property records.

After all, calling renters will only waste time and money. Maintain these updated lead records within a sales pipeline CRM.

Example of a sales CRM

Also, make sure to have a well-trained sales team and a strong value proposition to be successful with cold calling.

2) Warm lead qualification

Warm lead campaigns qualify warm prospects for potential sales opportunities. People who have already interacted with your marketing campaigns are considered warm leads. They may have subscribed to your blog, downloaded a report, or requested a product demo.

As a sales conversation, they should be aware of your brand and solutions. They may have outdated information about your products and services, and their needs and budgets may have changed.

Review the lead’s interest and document new information they provide in your CRM so your sales professionals are set up for success.

Instead of trying to close the sale, focus your call center campaign on confirming their contact info and needs and identifying any potential obstacles.

3) Customer referrals

A customer referral campaign focuses on existing, satisfied customers.

The goal is not to sell but instead to gather an idea of your customer base’s impression of your products. Use the right customer satisfaction survey questions for more in-depth insight. This outbound campaign can reduce churn and escalate small issues before they harm the relationship.

A customer survey campaign can also be an opportunity to offer upgrades or upsell existing customers.

Customers can agents know that they aren’t happy with their current plan or product. Plan ahead with scripts and specific deals to pitch.

Customer survey

With the right strategy, you can generate more referrals with even more potential upsell opportunities.

4) Telemarketing

Telemarketing is one of the most common forms of outreach campaigns. It’s more sales-focused, involving selling products, generating leads, or setting up further sales interactions with potential customers.

Telemarketers reach via phone calls to educate, inform, persuade, or close sales with customers they have identified as targets for a given product or service.

These cold-calling efforts require carefully planned campaigns centered around lead lists, agent scripts, compliance procedures, and metrics tracking.

An example telemarketing campaign can be a real estate call center qualifying leads and promoting open house events. The call center agents work from pre-developed scripts to highlight amenities of listed properties the real estate agency represents.

The goals defined for the campaign may include making 20,000 dials over 2 weeks, setting 1,000 open house appointments, and capturing key details about prospective buyers.

The call center teams closely monitor metrics like call duration, appointments set, interested buyers identified, and ultimately sales closed from campaign-sourced leads.

Ongoing optimization and agent coaching help maximize results. The scalability of the call center model enables efficient lead generation at a relatively low cost per contact. When tightly focused and refined based on performance data, telemarketing is an effective way to build the sales pipeline.

Inbound Call Center Campaigns

Inbound call center campaigns involve agents answering calls from customers. These calls can be for customer service, technical support, and inbound sales.

5) Customer service campaigns

Customer service campaigns are all about resolving issues, improving the customer experience, and retaining customers.

To help your agents serve customers effectively, you can classify different queues based on key customer segments. For example, you could focus on:

  • High-value customers: Customers who pay more or who have been with you for a long time. They’re more likely to share their candid feedback and be more understanding of wait times.
  • New customers: Customers still learning about your product or service, so they may have more questions. It’s important to make a good impression so they stick with you.
  • Customers with specific needs: Some customers may have specific needs, such as technical support or billing questions. You can create separate queues for them to help them quickly.

The goal behind this call center campaign is to provide superior customer service. To achieve this, focus on these call center metrics:

Contact Center Reporting Metrics - Overview - Nextiva

That’s the road to a happier customer. If you send automated surveys after each call, you can use these to measure your call center’s effectiveness.

6) Technical support campaigns

Technical support call centers assist and address issues with products and services to maintain customer satisfaction post-purchase.

Support campaigns leverage specialized agents, troubleshooting processes, and customer communication channels like phone, email, SMS, and chat to resolve technical problems users experience.

By laying the groundwork for efficient issue resolution, companies reduce customer frustration, improve brand loyalty, and minimize refunds or returns.

An example technical support campaign can be a consumer electronics company like Canon centralizing support for digital camera users in a call center.

Customers who purchase cameras are provided with a support phone number and hours of operation to call Canon representatives for assistance with setting up and connecting their cameras, using features and settings, downloading photos/videos, or to troubleshoot image quality or hardware issues.

By offering the right tech support, companies increase customer trust, driving loyalty, customer retention, and future purchases.

7) Inbound sales campaigns

Inbound call center campaigns focus on selling to interested buyers who call your company. Rather than cold outbound calling, inbound teams receive or respond to leads sourced from different marketing initiatives.

Trained agents build rapport on calls, strategically highlight product suites, and close deals initiated by curious prospect inquiries.

These calls could come from a variety of sources, such as radio or TV commercials, Pay-per-click (PPC) advertising from Google or other search engines using PPC advertising, or social media.

You need experienced sales agents operating the phones to achieve a healthy ROI. Plan an inbound sales campaign complete with scripts, special offers, and clear objectives. Consider additional training so your sales team can overcome objections and close the sale.

Inbound sales campaigns go hand in hand with most marketing campaigns. If you can’t close the interested buyers, the marketing and advertising dollars go to waste.

An example of a great inbound sales campaign would be a virtual telethon where a media blitz reaches people to pick up the phone to donate to a nonprofit.

Useful Call Center Software Features

Below, we’ve listed essential call center features that can help take your campaign to the next level.

Unlike typical internet phone service, call center features are specifically crafted for high-volume calling. As you scale, your call center software scales with you.

To go a step further, try a contact center that adds more channels and features to a basic call center.

Best Practices To Create Call Center Campaigns

Creating a successful call center campaign requires planning, preparation, and a clear understanding of your objectives.

Call center software dashboard

Here’s a step-by-step guide to help you get started:

The key is planning the campaign objectives, automations, and data integrations to create a positive customer experience that drives business results. But above choosing the right call center solution that lets you do all that.

Related: 5 Types of Call Centers: Which Is Right for Your Business?

Nextiva’s VoIP call center has all the features your contact center needs.

Use it to take it to the next level.

What Is the Best Solution To Run Call Center Campaigns?

Call Center Solutions from Nextiva

Don’t these call center campaigns inspire you to grow? No matter your layout, you can increase your performance. For a manager of a call center or a business leader, it can be stressful.

If your phone system is not easy to configure or add agents, you might be ready to overhaul it. An efficient call campaign has the right infrastructure.

You need strong inbound capabilities. You need even better outbound calling capabilities. Starty by ditching slow and unreliable tools that slow your team down.

See How Call Center Software Made Phat Rides Wildly Successful

ABOUT THE AUTHOR

Joe Manna

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

Posts from this author

The hallmark of a successful franchise is a sustainable operation with a foundation of effective communication. To achieve both, you need a powerful phone system.

But it’s not as simple as choosing just any business phone service. Partnering with the leader in customer service and industry expertise will make it a perfect fit for your franchise.

That’s where Voice over Internet Protocol (VoIP) comes in. It’s much more than a business phone number. VoIP is the modern alternative to traditional phone lines that cost up to 60% less.

If you’re ready to provide a first-class customer experience, the choice is easy.

Let’s walk through essential VoIP phone features that franchisors and franchisees can’t operate without.

Running a Franchise Is Hard

As a franchise owner, you’re always balancing a mix of responsibilities.

One minute, you’re brainstorming strategies to build a rock-solid brand reputation. Next, you’re diligently negotiating with vendors, arranging deliveries, and hiring. And in the afternoons? That’s when you’re adapting to the ever-changing trends of your local market. 

Your communications platform should work as hard as you do. Whether you’re directing incoming phone calls during and after business hours or managing conference calls with vendors, a hosted PBX (Private Branch Exchange) helps you be there for your team and customers.

So, when you’re considering an all-in-one business phone system, which features matter most? As the leader in business VoIP, Nextiva provides phone system features that help franchisors succeed.

Phone System Features a Franchise Operator Needs

1. Multi-location management

Managing your phone system functions across multiple franchise locations doesn’t have to be a chore. And you won’t need an IT wizard to set it up!

 

A cloud-hosted PBX provides a central location to manage your phone service settings and caller ID. Multi-location office phone software ensures consistency in customer service and brand standards.

2. Unlimited nationwide calling 

When it comes to talking with prospective employees, helping customers, or syncing up with partners, you don’t want to worry about counting minutes. Enjoy unlimited calls to any phone number across the U.S. and Canada.

3. Auto attendants

Interactive voice response (IVR), also known as auto attendant, enables franchise owners to answer calls automatically, present callers with an automated menu of options, and then transfer them to the right individual. It’s like having a virtual receptionist.

How IVR works

These call flows save you from having to hire staff dedicated to answering inbound calls (during and outside of business hours). This phone feature can also deflect several types of customer support questions, such as your location, holiday hours, and FAQs.

👀 Case Study: Aqua-Tots Chose Nextiva for Its Award-Winning Support & Scalability

4. Call forwarding

There are a few times when you do want to get a call in the middle of the night regarding your business. For those, you can forward after-hours calls to your cell phone while still maintaining your privacy.

Another popular choice for a business franchise is to forward after-hours calls to an answering service or a customer service call center.

setting up call forwarding in Nextiva

While seemingly simple, call forwarding is an essential phone feature that’s particularly valuable to business owners who are always on the go or have different sites.

5. Business text messaging

Consumers appreciate the speed and simplicity of text messaging. Getting your business text-ready is easy with a platform such as Nextiva. This way, you can send coupons, special offers, and customer surveys and get notified when customers arrive to pick up their orders.

Be sure to complete 10DLC registration of your local numbers to ensure reliable text messaging among cellular carriers. Our guide explains everything you need to know.

6. Call recording

Franchise owners use business call recording to evaluate incoming calls and provide coaching opportunities for their staff. There are many reasons to listen to calls, including inbound call greetings, product information, and legal statements such as money-back guarantees.

 

Recorded calls help franchises showcase real customer concerns and exceptional customer service. This is the exact approach that franchise business coach Kieran Scott used to increase sales for Buzz Franchise Brands.

7. Softphone connectivity

Softphones allow employees to make and receive phone calls and text messaging using their mobile phone, computer, or tablet. These applications provide voice calls, text messaging, team chat, and video conferencing functionality using any internet connection.

softphone is a cost-effective alternative to traditional phone lines and IP phones.

8. Voicemail transcription

Converting your voicemails into email or text messages saves franchise owners time. No more dialing in, memorizing PINs, or playing them back one by one.

Transcribed voicemails let managers see who’s calling and either call them back or forward them to a trusted colleague. These voicemail message transcriptions are stunningly accurate for their real-time conversion from voice to text, thanks to the power of AI.

Voicemail transcription example

9. Scalable administration

If you currently have one location but plan on adding more, choose a scalable phone system and make setting up your new locations a simple process. 

This way, you can use a single toll-free number across all locations and route calls to each location’s general manager — or set up a virtual number for each location in any area code.

10. CRM integration

No more hunting for an important phone number on a lost Post-It note. With your CRM software, you can point and click to call any of your contacts. 

With CTI technology, you can reach anyone on demand without any more hardware than your mobile phone or desktop.

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

Franchise Benefits of a VoIP Phone System

Case Study: Nothing Bundt Cakes Franchise Named Nextiva Its Preferred Franchise Phone Vendor

The Best Phone System for a Franchise

Nextiva product shot

Choosing a VoIP phone system is a smart decision for franchise owners who want to streamline operations, reduce costs, and provide world-class customer service.

If you’re a busy franchise owner who is looking to scale operations quickly, cloud-based VoIP systems deliver the kind of flexibility, scalability, and cost efficiency that’s hard to match.

Integrating advanced technology within a franchise is often a complicated task for owners, but it doesn’t have to be. Nextiva is a user-friendly option that makes adopting VoIP easy.

When you choose Nextiva, you’re gaining a partner who understands the unique needs of your franchise business and wants to see you grow.

Are you ready to take your franchise to the next level? Explore what Nextiva’s VoIP system can do for you and your team.

One phone system for every location.

See how easy and scalable VoIP is for multi-location businesses.

FAQs

How do I set up a VoIP phone system?

Setting up a VoIP phone system for your franchise is a quick and easy process. Begin by choosing a reliable VoIP provider who understands the nuances of your franchise.

Step 1: Choose a business VoIP provider. Nextiva is the best choice for businesses because of its value, flexibility, and overall ease of use.

Step 2: Select or transfer your business phone numbers. You can choose new local numbers if you want, or if you already have a presence, you can port numbers from another business phone service, cell phone carrier, or telephone provider.

Step 3: Assign phone extensions to users. Assign the employees who should receive calls, their virtual phone numbers, and the times they should receive calls. Alternatively, you can have all calls go to one user until you finalize your plans.

Step 4: Set up your call flows. Configure your auto attendant, also known as an IVR, to route inbound calls to the right destination. Configure your toll-free number to direct calls to your franchise locations, too.

Step 5: Download business phone apps. Add the appropriate business phone app to your devices, such as your computer, laptop, mobile phone, or tablet. Here, just sign in, and you can begin talking with your team and enjoy unlimited calls nationwide.

How much does a franchise phone system cost?

The costs associated with a franchise phone system vary depending on the number of locations, the size of your team, and the features you need. Expect to pay between $30 and $40 per month per user for your phone system.

Unlike a traditional phone line, VoIP pricing typically doesn’t have activation or installation fees. Since the phone system is hosted in the cloud, you won’t have any startup costs for on-premises telephony equipment — such as VoIP phones — unless you want to.

Can I send and receive text messages from customers?

Yes, you can send and receive SMS and MMS messages from your VoIP phone system. Nextiva includes text messaging capabilities with their popular business phone plans. To send text messages from your VoIP lines, you must complete A2P 10DLC registration.

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

E911: What Is It & How Does It Affect My Business?

January 2, 2024 10 min read

Robert Pleasant

Robert Pleasant

Throughout the United States, it’s well-known that if you’re having an emergency, you call 911. The rise of Voice over Internet Protocol (VoIP) and widespread usage of cell phones has not changed this, but it has changed how emergency services receive and respond to mobile and VoIP calls. 

During an emergency, every minute can mean life or death. Fortunately, E911 has transformed how we send location details for emergency calls, enabling a more timely and accurate dispatch when an emergency strikes.

E911 has greatly improved emergency service response times, but many business owners might wonder what E911 is and how it works. With that in mind, let’s look at E911, why it’s required, and the benefits of setting up E911 in your office phone system.

Before anything else, we need to understand what E911 is. 

What Is E911?

E911 stands for Enhanced 911 and is the part of the public telephone system that automatically ties a location to a phone call.

It’s used by carriers to automatically transmit a caller’s location to emergency personnel when they call 911. This location can be an address or specific coordinates, either of which can make sure that emergency service workers know where to go when called.

For landlines, the location is always easy enough to identify — it’s tied directly to the user’s callback number. But for mobile devices or calls made over VoIP phones with an internet connection, it can be a little more complicated. 

When someone makes a VoIP 911 call, they could be calling from anywhere in the world. Knowing the location of the caller’s office won’t be of much help if they’re working remotely from a coffee shop instead, so E911 ensures dispatchers know exactly where to send first responders.

Location details can be adjusted for each user and each office in Nextiva
Location details can be adjusted for each user and each office in Nextiva

As such, E911 is essential for making sure the caller’s location and situation are accurately reported so that emergency responders can get to them quickly.

E911 is also mandated by RAY BAUM’s Act, which requires that first responders have the information they need to pinpoint a dispatch location, regardless of the device the caller is using. This includes mobile phones and VoIP devices, so any multi-line phone system that can place phone calls must have an E911 system.

E911 Advantages

Many might be wondering, “Can’t 911 already track your calls? What’s so special about E911 that we need entire systems for it?” 

There are several benefits to an E911 system that elevate it above traditional 911 calls — and every single advantage can be lifesaving.

Faster emergency response

Consider a scenario where you’re in a burning building and need to call 911. While you could give the dispatcher your address, this can take time, and of course, there’s a good chance that the dispatcher may not be able to hear you properly over the noise of the alarms.

E911, on the other hand, automatically sends the caller’s location to dispatchers, enabling them to respond more quickly. This is especially crucial for situations where every second counts, and emergencies where the caller may be unable to communicate or the line disconnects. 

The Wall Street Journal found that E911 systems can help reduce 911 response times by nearly a minute, thus saving thousands of lives.

Improved accuracy

Traditional phone calls to 911 require verbal descriptions of their locations, such as “the corner of Park and Third Street.” 

E911, on the other hand, uses GPS or cell tower triangulation for precise location tracking, so emergency services personnel will be able to find the caller, even when they’re on the go.

In a business setting, this is critical to ensure public safety officials send resources to the correct address of callers instead of a postal address. 

A user’s address information is sent to 911 dispatchers automatically
A user’s address information is sent to 911 dispatchers automatically

Enhanced safety

Another benefit of E911 over traditional 911 is the ease and speed at which dispatchers can assess the emergency, receive the location information, and send the appropriate assistance. 

It’s not just more accurate, but faster as well, as an E911 system can immediately send vital information to the dispatcher, enabling them to make sure the right help is on the way.

Advanced features

E911 doesn’t stop at location services. E911 systems include features that traditional 911 systems often lack, such as the ability to distinguish a caller’s location based on the device, such as coordinates based on IP addresses for laptops or fixed addresses for VoIP desk phones.

These additional features can help both callers and dispatchers communicate and respond during dangerous situations, and they’re also easy to set up and manage.

How Does E911 Technology Work?

Now that we know what E911 is and what its benefits are, it’s time to understand how it works. 

What are the steps that an E911 call goes through once you call for help? This diagram by Evan Mason illustrates how E911 works.  

How E911 Technology Works

The entire process can be summarized in four stages:

Stage 1. The caller dials 911

As soon as the caller dials 911, the call routing connects them to the local Public Safety Answering Point (PSAP) responsible for the caller’s location. A PSAP is a specialized inbound call center managed by public safety officials. 

The E911 system uses the caller’s location to make sure it reaches the caller’s local PSAP to reach the emergency services nearest to them.

At the same time, multi-line phone system operators are notified of 911 calls from their phone service. This helps ensure any callbacks from 911 get a faster response and can be used for calls coming from office buildings to alert security staff so they can initiate their emergency protocols.

Stage 2. Automatic location identification is sent

Once the call reaches the PSAP, the location is provided to them immediately. How this works will vary depending on whether the call is from a landline or mobile device.

For landline calls, the street address is automatically retrieved from a database, based on the phone number. For instance, if you’re calling from a house or office building’s telephone system, the telephone number you’re calling from is already associated with the specific location.

For mobile calls, there are two different ways that the location data gets sent. The first is to send the location data via GPS — this sends specific coordinates to the PSAP.

Alternatively, the E911 system uses cell tower triangulation to find the caller’s location and then passes that information on to the PSAP (though this is less accurate).

Telecom providers must also pass along a VoIP customer’s physical address for their calls.

This is useful for people who work from a single location, especially if they’re in a specific suite or room at their address, but not so much for those who are frequently working while on the move.

Stage 3. Dispatchers confirm the caller’s information

Once the call reaches the local PSAP, the dispatcher immediately receives all the location information, along with the caller’s phone number and any other important information about the emergency, including their company name, the floor and room they’re on, and any other identifiable information that will help emergency responders.

All this information is verified on the operator’s end through their database and other tools at their disposal. That way, they can hone in on the caller’s location as precisely as possible and pass on that information to the emergency responders.

Stage 4. Emergency response begins

Using the information received, the PSAP dispatcher sends the appropriate emergency services to the caller’s location.

Whether the emergency requires police, the fire department, or an ambulance, they’re given the exact location and nature of the emergency so they can get there quickly.

That’s all there is to it. There’s no need for the caller to give directions, as that information is automatically included.

Business Impacts of E911

Naturally, every business needs a way to contact emergency services should the worst happen.

However, the speed of response and location flexibility offered by E911 make it a must-have to enable remote workforces or to ensure employees can receive aid quickly when disaster strikes.

Businesses with physical locations

For businesses with high levels of customer traffic and patrons, such as retail stores, restaurants, and bars, a dependable E911 system that can find a customer’s physical location is invaluable.

Hospitals and other healthcare facilities also need E911, as emergencies, such as fires or other natural disasters, require swift emergency response and accurate location tracking.

Similarly, schools and universities must ensure the safety of their students and faculty members, making E911 essential. When there’s a campus emergency, the accuracy of E911’s location services and the time it saves can make the difference between life and death.

Of course, businesses with office buildings and corporate HQs also need E911 to ensure efficient emergency responses, both for employees and visitors.

Firms with remote or mobile workers

Since E911 can send precise location data to emergency response dispatchers, it’s particularly useful for anyone working remotely or while on the go.

For example, call centers have, by and large, embraced remote work. This means that call center agents require a communications platform with a solid E911 system to ensure that remote employees can access emergency services whenever they’re needed.

Although employees aren’t likely to use their business phone lines for emergencies, seconds count in the event of any emergency. And people look at a phone interface and expect it to reach public safety officials reliably. 

Companies with a hybrid workforce

E911 is an essential feature for people who switch between commuting to an office and working from home. These employees likely have a softphone app that’s continuously connected, allowing them to make and receive calls over their internet connection. 

For these employees, it’s strongly recommended that you have E911 location information properly assigned to their connected devices and where they are most likely to be found throughout the day.

For instance, you should update your emergency information to include their office and home addresses (if they work from home).

National E911 Regulations To Note

As E911 is used for emergency responses nationwide, it’s no surprise that there are some strict regulations in place. These cover requirements for inclusion, updates, and information provided, which all phone system providers and administrators must be aware of.

Kari’s Law

When someone dials 911, they need to be able to reach emergency services without any further difficulty. 

Kari’s Law is designed to mandate just that: the ability to call emergency services just by dialing 911, without the need for any additional extensions, such as dialing 1” before placing an outbound call. In short, the central tenets of Kari’s Law are:

RAY BAUM’s Act

RAY BAUM’s Act is focused on providing location information to PSAPs, regardless of the telecom platform the caller uses.

This includes the address, suite or apartment number, and any other information that will help emergency services reach the caller quickly. The main requirements of RAY BAUM’s Act are:

Implementation and compliance

Proper emergency response capabilities are not optional. The Federal Communications Commission mandates that all wireless carriers provide E911 services, which means that no matter what network you use, E911 is included.

There are also two requirements for carriers when they provide location information for mobile phones, including VoIP calls:

Continuous updates

E911 is not a “one-and-done” system and requires technology updates to ensure consistent accuracy and reliability. Carriers and service providers are therefore required to continually update their E911 capabilities.

Administrators are responsible for ensuring phone system users’ addresses and contact information are current. It’s advised to make this a required step for employee onboarding. 

State-level regulations

While the above regulations are standard throughout the country, individual states may have additional rules and requirements. It’s important to understand what the specific E911 regulations are for any state your company operates in. 

Be sure to review the requirements for your phone systems with a licensed attorney to make sure you’re in full compliance.

The Easiest Phone System for Your Entire Team

Many organizations find themselves struggling to retrofit aging telecom systems. From replacement parts to the technical experts to conduct the implementation, it’s a hassle. If this sounds familiar, worry not. Nextiva helps companies of all sizes migrate to a cloud-based phone system every day.

Reliability is a cornerstone of the Nextiva network. It spans eight redundant data centers across the U.S., so billions of phone calls are connected reliably and instantly every year. All you have to do is sign in, and Nextiva does the rest. 

In addition to superior connectivity, you also get Amazing Service, where anytime you need help, experts help you solve your communication needs. Adding a new team? No problem. Need to go fully remote, hybrid, or return to the office? We’ve got you covered. 

Over 150,000 businesses use Nextiva for their company’s communications.

Ready to take the next step?

Get a personalized quote today — it might be less than you think.

E911 FAQs

Does Nextiva support E911?

Yes! Nextiva supports E911 and updates its services regularly to ensure speed and reliability. See our help article for more guidance on configuring your E911 settings in your cloud phone system. 

How often should I update my E911 location?

The location you specify in the Nextiva system is the address that the dispatcher sees should you place an emergency call. As such, it’s highly recommended that you keep your address and location updated regularly. If you have remote employees, be sure to check in with them to confirm that their E911 home addresses are up to date.

How does E911 compliance impact a business’ legal liabilities?

Non-compliance with E911 regulations can expose a business to legal risks, which can include fines and liabilities in the case of an emergency, as specified in RAY BAUM’s Act. However, if you maintain contact information for every VoIP phone you manage, you’re doing everything possible to keep your team safe and secure. 

Can E911 integrate with existing business communications platforms?

Absolutely. Most cloud communications platforms offer integration capabilities with E911 services, which can further enhance their infrastructure’s safety features. Talk to your communications provider for guidance on how to update your E911 details. 

What is multi-location E911?

Multi-location E911 services are designed for businesses operating across multiple physical locations. These E911 systems must be capable of accurately identifying and relaying the location of each emergency call to the appropriate services, regardless of which site the call came from.

For organizations such as retail chains, companies with several office locations, or schools with multiple campuses, this is particularly important. Thankfully, Nextiva allows businesses to specify these locations to ensure accurate emergency responses.

What is multi-device E911?

Multi-device E911 refers to the ability of VoIP systems to work across several devices, including desk phones, smartphones, laptops, and VoIP call centers.

In today’s diverse work environments, where employees might be switching between devices as they go throughout their day, adaptability and flexibility are essential.

ABOUT THE AUTHOR

Robert Pleasant

Robert Pleasant is an experienced content writer, having begun his career as a freelancer for BCStrategies before moving on to work for several tech and unified communications companies, including ShoreTel and Dialpad. He currently works as a freelance writer, bringing his experience in UCaaS, CCaaS, and AI to news sites and blogs across the communications…

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6 Key Auto Attendant Scripts & Tips To Craft Them

January 2, 2024 7 min read

Alex Doan

Alex Doan

Running a small business means juggling countless tasks. Managing phone calls can often feel like a losing battle. Missed calls, frustrating wait times, and repetitive inquiries can eat into your precious time and leave customers feeling neglected.

But there’s a solution that’s affordable, efficient, and surprisingly delightful: auto attendants. And one of the key components to successfully deploying an auto attendant is an auto attendant script that acts as your virtual receptionist, guiding callers to their desired destination.

This guide will walk you through everything you need to know about auto attendant scripts with examples to craft the perfect script that elevates your technical support, improves your business phone system with efficient call routing and call-back options, and enhances your customer service.

What Is an Auto Attendant Script?

An auto attendant is an automated phone answering system that routes incoming calls and provides prerecorded menus and options to callers. Auto attendant scripts control the logic and flow of an auto attendant system.

These scripts dictate what greetings and menu options callers will hear, and where different menu selections will route the calls.

Well-designed auto attendant scripts provide a smooth customer experience and reduce the workload for your call center and customer support team.

An auto attendant can be as simple as a voicemail recording that directs customers with specific prompts.

So when we refer to an auto attendant script, we mean the prompts and information your virtual receptionist will say to anyone who calls in to access your company directory or reach the next available agent.

What To Include in an Auto Attendant Script

A good auto attendant script can drive a great first impression home.

Here’s what you should include:

🤝 Greeting and introduction

Start with a friendly greeting and clearly state your company name.

Example: “Thank you for calling [Company Name].”

⌛️ Business hours and holiday closures

Let callers know your regular business hours, including any upcoming changes or holiday closures.

Example: “Our office hours are Monday through Friday, 9:00 AM to 5:00 PM Eastern Time.”

If it’s outside business hours, offer alternative options like leaving a message, visiting the website, or calling back the next business day.

Example of a business hour call flow
Example of a business hour call flow

🔢 Menu options

Keep the main menu concise and limit options to 4-5 essential categories.

Clearly state each option and the corresponding key to press and prioritize options based on frequency of use and urgency.

Example: “For sales inquiries, press 1. For customer support, press 2. To reach a specific department, please say its name or extension number or press 0 to speak with the next available support agent.”

✅ Instructions

Explain how to interact with the menu, whether it’s pressing keys or speaking commands.

Example: “Please enter the corresponding number or say the name to be directed to the right department.”

✳️ Overflow option

Provide a fallback option for callers who don’t choose a menu option or encounter trouble. Offer to connect them to a live representative, leave a message in the general voicemail mailbox, or visit the website for FAQs.

Example: “If you haven’t found the answer you’re looking for, please press 0 to speak to a representative or say ‘operator’.”

Related: What Is a Call Flow? Simple Strategies for Managing Inbound Calls

Auto Attendant Script Examples

If you’re having trouble writing your auto attendant script, these examples should give you plenty of inspiration to get started:

1. Basic auto attendant greeting

Thank you for calling [Company Name]. Our hours of operation are [state office hours].

To reach a specific department, please press one of the following options:

2. After-hours auto attendant message

“Hi there! You’ve reached [Company Name] outside of our normal business hours.

We’re open [state hours]. Please leave a voicemail with your name, phone number, and a brief message after the tone and we’ll return your call the next business day.

To leave a voicemail, press 0 or stay on the line.”

3. Holiday and special promotion messages

Consider adding holiday greetings or special promotion messages to highlight new products, pricing updates, or limited-time offers.

For example: “Happy Holidays from [Company Name]! Our offices are closed on [date] in observance of [holiday]. Please press 1 to leave a voicemail message or call back after the holiday closure for the next available agent.”

Or highlight a special promotion: “Welcome to [Company Name]! We’re excited to offer 20% off all subscriptions for new customers this month only. To speak with a sales representative about this limited-time offer, please press 0 or say ‘representative’.”

4. Multilingual greeting

Hola! Gracias por llamar a [Company Name]. For English, press 1. Para Español, oprima el 2.

5. Department-specific greeting

“Hello and welcome to [Company Name]’s [Department Name] department.

If you’re calling about [specific issue], please visit our website at [website address] for immediate assistance.

Thank you for your call. Have a great day”

Example: “Welcome to Nextiva’s sales department. For information about our products, please press 1. If you’re an existing customer, press 2. To speak with a sales representative, please press 3. For other queries, please visit our website at nextiva.com for immediate assistance.”

6. Templates for custom voicemail greetings

Consider using the following templates to craft custom voicemail greetings:

Standard voicemail greeting: “You have reached the voicemail box of [name]. Please leave your name, number, and a brief message after the tone and I will return your call as soon as possible. To leave a voicemail, press 0 or simply wait for the tone. Thank you.”

Out-of-office greeting: “You have reached [name]. I will be out of the office from [start date] to [end date] without access to voicemail. For urgent requests, please contact [alternative contact].”

Call center greeting: “Thank you for calling [company]’s customer support center. Due to high call volume, please leave a voicemail message with your name, account details, and issue and a representative will return your call within one business day. To leave a message, press 0 now.”

Related: 17 Best Business Voicemail Greeting Examples with Templates and Tips

Tips for a Polished Auto Attendant Script

Auto attendant scripts streamline your phone system and improve customer service, but only if they’re done right.

Here are some tips and best practices for writing auto attendant scripts:

Clarity and concision

Keep it short and sweet: No one wants to listen to a long, rambling greeting. Aim for your initial greeting to be under 15 seconds, and keep each menu option short and to the point.

Use clear and concise language: Avoid jargon and technical terms that your callers might not understand. Stick to plain English and be as specific as possible in your menu options.

Organization and flow

Prioritize the most common options: Put the options that callers are most likely to use at the beginning of the menu. This will save them time and frustration.

Use a logical order: Group related options together and make sure the menu is easy to follow. For example, you might group sales, support, and billing under a “Customer Service” option.

Offer an escape route: Always give callers the option to speak to a live operator or leave a voicemail. This is important for callers who can’t find the option they need or who simply prefer to speak to a human.

Nextiva's Call Flow Designer configures auto attendants the easy way.

Professionalism and friendliness

Use a professional tone: Your auto attendant should sound friendly and helpful, but it should also be professional. Avoid using slang or overly casual language.

Record in a high-quality voice: Make sure your recording is clear and easy to understand. No one wants to listen to a scratchy or muffled recording.

Keep it up-to-date: Make sure your auto attendant script is up-to-date with any changes in your business, such as new extensions or department names.

Technology and testing

Record like a pro: Invest in professional voice talent or practice clear diction and pace for your recordings.

Embrace technology: Use interactive voice response (IVR) features to collect caller information before routing them, saving everyone time.

How IVR works

Test and refine: Regularly test your script with real callers and make adjustments based on their feedback. Remember, it’s never set in stone!

Regular updates

Review the auto attendant script periodically to ensure the instructions and options are current. Outdated information sounds unprofessional.

By following these tips, you can create an effective auto attendant script that delivers callers to the right department quickly and efficiently. Taking the time to craft the script thoughtfully pays off through better customer service.

Benefits of an Automated Attendant

Implementing an automated attendant offers numerous advantages that save companies money while also improving customer experience.

With customizable voice prompts and options to directly connect callers to requested departments or services, automated attendants streamline call routing.

Companies report noticeable cost reductions after integrating an automated attendant, as fewer staff resources are needed to direct and manage incoming calls.

At the same time, customers enjoy extended availability outside normal business hours and faster self-service for common requests like checking balances or order status.

Automated attendant systems showcase how intelligent phone menu technology pays dividends for both businesses and consumers through enhanced call management and service accessibility.

In summary, an auto attendant:

How To Find an Affordable Auto Attendant

Crafting effective auto attendant scripts is imperative for directing calls and projecting a professional image. The right phone menu system seamlessly guides customers to the correct department while saving staff time fielding basic inquiries.

However, not all solutions are created equal.

To gain robust features without breaking the bank, forward-thinking businesses turn to VoIP phone services like Nextiva. Nextiva delivers sophisticated auto attendant and call routing technology through an intuitive cloud-based system designed specifically for cost-conscious growing companies.

With Nextiva, easily build customized auto attendant menus, professionally recorded voices, extensions, schedules, dial-by-name directories, and more in minutes without technical expertise.

Dynamic functionality scales to business needs, while transparent pricing scales to your budget at just $18.95 per month to start.

In a crowded business phone system market, Nextiva’s stress-free setup, top-tier capabilities, 24/7 customer support, and scalable service make it a premier auto attendant provider for savvy companies of all sizes.

Ready to take your customer service to the next level?

Optimize your call flow integrity and elevate customer communications.

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

Delivering exceptional customer service means much more than just answering customer questions and resolving their problems.

Call centers play a key role in providing this service, and implementing effective best practices can significantly improve the customer experience and lead to better call center performance.

This article outlines some key best practices that call centers can adopt to equip their frontline staff to handle customer interactions efficiently and professionally, ultimately driving customer satisfaction, loyalty, and business growth.

23 Call Center Best Practices

According to an American Express survey, 78% of customers have abandoned a transaction or not made an intended purchase because of poor service. This renders customer retention extremely difficult without robust support infrastructures in place.

Contact Center Experience Best Practices

Use these best practices for incremental improvements across multiple processes and deliver a top-notch contact center experience.

1. Obsess over the customer experience

To deliver the best customer experience, your team needs to be customer-obsessed. They must keep the customer at the center of all decision-making, empathizing with their problems to deliver the best solutions. 

The golden rule still applies — Do a customer wrong, and they won’t come back. Beat their expectations, and they become a reliable source of revenue for years. 

This is especially true for modern buyers, who research products, read reviews, and form their opinions about your business based on these inputs. They also expect immediate service, which your competitors are more than willing to provide. 

That’s why your call center should always provide end-to-end customer experience; support should be available to customers at all stages of their journey, right from the moment they visit your site to getting the most use out of your product. 

Going the extra mile can significantly increase customer lifetime value.

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

2. Build a cohesive company culture

Business is truly global today. Distributed, diverse teams cater to customers around the world.

The only way to ensure a consistent brand experience for all customers is a cohesive, unique company culture that every employee lives and breathes.

Internally, a great company culture encourages employees to align personal performance with business goals and stay motivated to deliver more. Productivity and ownership, too, improve with a good culture, turning happy employees into ambassadors that attract great talent in the future. 

Though intangible and often overlooked, a conducive company culture that prioritizes employee growth and well-being is one of the most important incentives for employees.

It drives employees to give their best while also ensuring customers receive expected levels of support and service even when your business scales and expands into newer geographies.

But culture isn’t built overnight. Call center management teams must invest time, effort, and thought into crafting a culture that inspires employees to work towards a shared purpose with zeal. 

3. Choose the right call center software

For any business to succeed, it needs to team up with the right service providers. Especially for a call center, choosing a call center technology or a telephone service company that understands your needs and has capabilities to support your scale is important. 

The days of on-premises call center tech are far behind. A dedicated cloud-based call center is a more optimal solution, helping manage not just the inbound calls but also outbound or follow-up calls so you always stay connected with customers.

Your customers will benefit from better call quality and reliable tech. They reach out to you faster and you improve your contact center experience.

Call Center Solutions from Nextiva

Move to the cloud and be amazed!

Streamline sales workflows. See how Nextiva helps your team hit quotas.

4. Expand real-time omnichannel support

Our world is intricately connected today. People use an average of four different devices and several communication channels every day. Your call center should be able to provide omnichannel support, evolving into a contact center to deliver efficient, effective, and timely resolution. 

Customers should be able to reach your contact center from any device, be it a cell phone, tablet, laptop, or desktop computer.

Agents in contact centers should also be able to respond to queries via email, text, social media channels, etc., with unified communication tools to ensure better customer satisfaction and engagement levels.

5. Scale your customer service team with VoIP

Cloud technology is the best solution when it comes to achieving scale quickly. With a cloud phone system, your customer service team is no longer geographically restricted; they can work from anywhere, round the clock. 

Most of these systems come with specific Voice over Internet Protocol (VoIP) phone numbers. VoIP phone numbers let you speak with customers using any internet-connected device. And you can do it for a fraction of the cost of a landline.

This also eliminates overheads and costs like office space rentals and maintenance or setting up expensive Private Branch Exchange (PBX). 

With VoIP, your call center can be up and running relatively quickly and at a competitive price. Your agents just need a VoIP app on their computers or smartphones to get started. 

VoIP can be purchased for a monthly fee that covers an unlimited number of phone calls between agents. There is no extra cost for international calls, too.

6. Reward your team with the right incentives

When your team is crushing goals, reward them as a token of appreciation and gratitude. It makes them feel valued and motivates them to aim higher. 

Make sure you’re tracking individual and team-based performance. This way, you’re rewarding behavior based on numbers alone. A few of the top customer service metrics include:

These contact center metrics should be realistic and influenced by individual agent behavior. Make the rules of engagement clear and give them goals to achieve. Reward them with fun, relevant, and generous rewards for high performance. 

But beware of making the rewards too lucrative. Sizable rewards may be grounds for cheating or manipulating stats, so keep that in mind. Instead, look beyond financial rewards and incentivize the team with personal recognition, team events, and paid time off. 

7. Empower your customer service agents

Employees who feel valued tend to be more engaged and motivated at work. They take ownership of their roles and assume responsibility for business results. That leads to more productivity and innovation, boosting performance.

Give agents a voice in the decision process for issues that affect them. Look to them as experts in the field. Empower agents to act in favor of the customer without needless escalations.

Make it rewarding for your team to provide excellent support. Examine your total compensation to drive loyalty and employee engagement.

8. Build a knowledge base

As your team grows and your processes become more complex, knowledge management will become a challenging task.

Most companies store their internal documentation in a knowledge base or wiki. These knowledge bases assist customers and employees by monitoring potential call drivers.

Screenshot of the Nextiva Support knowledgebase.
Nextiva’s knowledge base assists customers 24/7.

But a knowledge base is of no use if it’s not regularly updated or easily searchable. You might want to consider tapping a member or two of your customer service team to keep it current.

Here are a few tips to keep your knowledge base in tip-top shape:

9. Track call center metrics and KPIs that matter

Not all metrics are equal; some are more valuable than others. You don’t need to watch every number. Doing so might also lead to analysis paralysis.

Your team should identify Key Performance Indicators (KPIs) that align with your business objectives. Some call centers don’t need to worry about call time when it’s revenue that counts. For others, the average handle time might be critical.

The set of key metrics that apply to your company will depend on many factors, but here are useful call center metrics you should consider:

10. Set up rigorous quality assurance and call monitoring

There’s no perfect call center operation. But that’s not to say you should avoid striving for the ideal customer experience.

Even with impeccable metrics, your call center could be going rogue. Or worse, such as falling out of compliance with laws and regulations.

Tap into some of your rising stars to review recorded calls and score them. This process is known as quality assurance. Share those insights with a call center agent’s manager for kudos or coaching.

Call center quality assurance

Another way to improve is by holding regular, post-mortem performance evaluations. Do this every month or quarter, focusing on what your team did well and which areas they need to improve.

You can also gather customer feedback as much as and as often as possible. This information allows you to have a well-rounded view of customer sentiment.

11. Craft a bullet-proof redundancy plan

Unpredictability and uncertainty in business are nothing new. Several seemingly small incidents can cause your call center team to be unavailable. An internet outage, severe weather, or health advisories.

Creating a backup plan or a business continuity plan for such inevitabilities is the best way to tackle the challenge and plan for workarounds. 

Educate your team on handling call center outages and provide alternative routing methods like voicemail.

Cloud-based call center software can transcribe messages and email them to your team. You can also forward calls to personal cell phones so they don’t go unanswered.

Call Center Training Best Practices

Proper onboarding and regular training are key ingredients for call center success. It equips your team to handle customer problems better, resolve issues faster, and deliver customer satisfaction like never before. 

1. Use the best contact center tools

To ensure you get the best output from your team, you have to provide them with the best tools in a safe, collaborative work environment. 

Today, software and services to support the day-to-day operations of a call center are evolving rapidly.

Many sophisticated options for call center phone systems with advanced features like auto attendants, interactive voice response (IVR), call recording, softphones, and CRM are readily available. 

How IVR works

Evaluate and implement the best option to suit your call center and your team’s needs. Empower and equip your team to focus on their core job – engaging with customers and providing exceptional customer experiences. 

2. Invest in training new agents

For your customers, your call center represents your company. Your agents are important touchpoints for the customer, and how the interaction progresses often decides how the customer feels about your company. 

Any business, call centers included, has a steady flux of new employees. As luck would have it, sometimes irate customers get connected to new employees who might not know how to handle the query, resulting in a bad impression for the customer and dampened morale for the new agent. 

To avoid this, design a thorough onboarding plan for new call center agents. Cover topics that are unique to your company. Include your values, vision, and specific use cases.

Go even further by playing your best and worst recorded calls so the new agent gets a full flavor of the job and the potential customers they will be dealing with. 

With thorough training, you can dramatically increase your new call center agents’ productivity and get them a proper headstart.

More than half of call centers provide at least three weeks of training. (McKinsey)
More than half of call centers provide at least three weeks of training. (McKinsey)

Related: 12 Call Center Soft Skills Every Agent Needs to Master

3. Provide frequent call center training

Customers expect your support team to be knowledgeable about your product or service and, as an extension, the solutions to their queries.

You can easily deliver this by regularly training your agents. Products and services evolve rapidly today, so conducting regular refreshers can help agents consistently resolve issues quickly. 

If your agents have in-depth knowledge about the most frequent customer issues, they are less likely to place customer calls on hold, which is known to annoy even the most patient customers.

Regular training and resources like articles, quick reference guides, videos, etc., can help your team accentuate soft and hard skills crucial to call center success. This includes active listening, product knowledge, escalation matrix, documentation techniques, etc. 

Don’t forget to add on security training.

From customer names and addresses to financial details and even personal health records, protecting sensitive call center data is paramount. Unfortunately, call centers are prime targets for data breaches and cyberattacks, making robust security measures a non-negotiable.

Providing regular security training to your employees will help you protect sensitive customer data.

4. Supplement training with cloud-based technology

Call center teams deal with unique customers and peculiar problems day in and day out. They face new challenges every single day, which initiates a continuous learning loop. 

With the right support, guidance, and tools, continuous improvement can become a part of the call center’s DNA, creating a positive impact on all processes and people. 

Using cloud-based technology, managers can measure performance and review all customer interactions to provide actionable feedback to the team.

Nextiva analytics

These insights can also become the seed for new training opportunities or process improvements. For instance, managers can:

Regardless of which tools you’re using, be strategic with your data. It’s easy to get overwhelmed with metrics. Connect the expected outcome of every training process to a KPI or business goal.

5. Balance technology with the human touch

Though chatbots and IVRs that use artificial intelligence (AI) and natural language processing (NLP) have become easier to deploy today, they are often counterproductive. They get in the customer’s way of getting the help they need. 

After years of ineffective customer service tools, 86% of customers don’t trust them. They want to speak to a real person who will actively listen to their issue and suggest a quick fix.

Thus, as part of your overall customer service goals, make sure your customers can reach a well-trained agent. Implement new technology but retain the human touch.

Always give customers the option to talk to a live representative. Try these customer service trends to strike a chord between tech and human agents.

Encourage your customer service agents to express their personalities with customers. This will add character, empathy, and understanding to your customer service without being perceived as unprofessional.

Related: Customer Service Call Centers: Top Features & Best Practices

Call Handling Best Practices

Your customer’s experience with your call center agent often defines their perception of your business or brand. Your agents, therefore, must do their best to represent your business or brand in the best light. 

Here are some call-handling best practices your team should incorporate into their customer interactions. 

1. Deliver a memorable first impression

First impressions matter, especially in the customer service space. Customers form a lasting judgment about your business based on their interaction with your contact center. All it takes is 30 seconds if not a few minutes.

The window to make a positive impression is excruciatingly tiny, but it’s not impossible. The aim should be to impress callers from the moment the call begins. 

Active listening, understanding, patience, and customer expectation management are key to delivering great customer experiences. Similarly, agents must be trained to ask the right questions and offer a pertinent resolution quickly.

Agent view of handling calls in a call center.
Agent view of handling calls in a call center.

2. Resolve issues quickly and reliably

When customers report problems, they want their issues resolved as quickly as possible. Beyond resolution time itself, timely updates can increase customer satisfaction scores.

Being trained well and having good product knowledge goes a long way in helping agents resolve issues quickly, increasing customer satisfaction and experience. 

Here are a few ways for call centers to shorten resolution time:

3. Leverage screen pop for personalized service

Did you know that 59% of customers say personalization influences their shopping decisions positively? 

When your team answers incoming calls, customer information might be scattered across the screen. This might be burying useful information under non-essential details, causing your customer service agent to struggle to find the right data while on call. 

To avoid this and save your agent time, you can configure a screen pop feature in your call center. When a call comes in, they see the most valuable information pop up instantly.

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

Most customers appreciate the personalized touch when they’re calling a call center.

After your customer service team solves an issue, they can upsell for more revenue. Either way, real-time information can be a game changer in terms of customer experience. 

Make your customers feel like they’re the most important person of the day; they’ll appreciate it.

4. Track customer satisfaction automatically

The most important goal for your call center is excellent customer service. It involves more than just a high CSAT score. 

To find out how your customers feel about your service, follow up with a survey after each interaction and at least once every year.

Customer satisfaction metrics are also leading indicators of potential churn or reputation issues. Have your leadership team review the results and identify trends to double down on or to course-correct. 

Choose a unified communications provider to do this. This technology streamlines all the customer service channels into one place.

Nextiva business applications

Combined with automation, you will have a real-time, reliable pulse on the satisfaction of your call center. If you delight customers consistently, you are more likely to win their lasting loyalty. 

5. Avoid keeping customers on hold

There’s nothing more annoying for customers than being put on a long hold by customer service. Keep in mind that the customer is already frustrated because of the issue they are facing.

Being put on hold only exacerbates the overall bad experience and can reflect poorly on the customer satisfaction score for no real fault of the customer service agent. 

If the agent has no option but to put the call on hold, it is best to ask for the customer’s permission, inform them of the process, and provide a rough hold time.

Once a time frame is promised, try not to exceed it or disconnect the call accidentally. If that happens, follow up promptly and ensure a quick resolution to offset the customer’s below-par experience.

6. Use positive language in tough situations

Sometimes, a customer calls your contact center with a problem you can’t fix. Instead of stating you can’t do something, describe what you can do instead. 

If there’s one thing that makes customers angry, it’s deception. Misleading a customer to push them off the phone will often backfire. Delivering difficult news in a straightforward and considerate way is always preferable.

7. Split-test your call center scripts

A well-crafted, well-thought-out script is essential for consistent, uniform customer interactions at any call center.

Make sure you’re getting the most out of your team by testing call center scripts against each other. Here’s how to do it quickly and effectively.

The First Best Practice You Should Know

Successful call centers know that technology can only go so far. You need to strike a healthy balance between talented teams and the right tech that makes the call center achieve goals.

Providing exceptional customer service is an ongoing journey. Continuous improvement through data-driven decision-making and adapting to evolving customer needs are key to staying ahead of the curve and driving call center productivity.

Make sure to invest in the right call center technology and then train your team to best use that tech — through the best practices outlined above.

Related: How To Start a Call Center (7-Step Guide)

Ditch your unreliable CX tools.

Crush your goals with the contact center top enterprises trust.

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

Small business technology is a competitive narrative. From reaching new customers to streamlining operations, tech platforms are essential tools for growth and survival.

A 2022 U.S. Chamber of Commerce survey revealed that a whopping 9 in 10 small businesses use at least one tech platform. The COVID-19 pandemic further accelerated this trend.

Many businesses adapted by moving online and adopting remote work models. The survey found that 86% of small business owners credited technology with helping their businesses weather the storm.

Here’s a look at the most common types of tech platforms small businesses use, according to the U.S. Chamber of Commerce survey (surveying 1755 businesses with fewer than 250 employees, excluding agriculture):

Top Tech Trends for Small Businesses

1. Social media accounts (66% usage)

Social media reigns supreme as the most widely used tech platform by small businesses. It provides a direct communication channel with existing and potential customers.

Platforms like Facebook can be a hub for customer service, allowing businesses to respond to inquiries and complaints in real time. Instagram, with its focus on visual content, is ideal for businesses that sell physical products or have a strong visual brand identity.

For a younger demographic, TikTok’s short-form video format offers a unique opportunity to showcase products or services creatively and engagingly.

Twitter allows businesses to participate in conversations, share industry news, and connect with influencers. Understanding the unique strengths of each platform helps small businesses tailor their social media presence to resonate with their target audience.

2. Accounting software (56% usage)

Accounting software like QuickBooks and NetSuite simplifies crucial financial management tasks.

These tools automate processes like sending invoices, tracking income and expenses, managing payroll, and even processing e-commerce transactions. This eliminates the need for dedicated bookkeeping, IT, and tax staff, leading to significant cost savings for small businesses that often operate with limited budgets.

Additionally, accounting software allows for data integration with long-term planning tools. This empowers business owners to make data-driven decisions about production levels, staffing needs, and inventory management, optimizing their supply chains for efficiency and cost-effectiveness.

3. Marketing platforms (41% usage)

Digital marketing platforms like Google Ads and Facebook Boost let small businesses launch targeted marketing campaigns with laser focus.

These tools use demographic data, such as age, location, and interests, to tailor messaging to specific customer segments. Marketing efforts reach the most receptive audience, maximizing the return on investment (ROI).

Businesses can gain valuable insights into who responds to their ads, the demographics of their customer base, and the challenges their target audience faces. This data fuels future marketing strategies and directs resources toward the most receptive demographics.

Compared to traditional advertising methods like billboards, many digital marketing tools offer a cost-effective solution, allowing small businesses to compete with larger companies that may have bigger marketing budgets.

4. Point-of-sale tools & productivity tools (36% usage each)

Point-of-sale (POS) tools like Square, Clover, and Toast shape how small businesses process sales.

They enable smaller businesses to accept credit card payments using smartphones or tablets, offering greater flexibility than traditional cash registers tethered to a physical location. This mobility is particularly valuable for businesses that operate at pop-up events, farmers markets, or offer delivery services.

POS tools also facilitate features like inventory tracking, daily sales reports, and customer loyalty programs. These features were particularly beneficial during the pandemic, allowing restaurants to offer contactless ordering and payment options, minimizing physical interaction between staff and customers.

Productivity tools like Google Workspace and Slack are crucial for businesses with remote or hybrid workforces. These tools bridge the physical gap by streamlining business communication and collaboration among employees.

Nextiva's productivity tool
Example of a productivity toolNextiva

Features like instant messaging allow for quick questions and updates, collaborative document editing ensures everyone is working on the latest version of a project, project management systems keep tasks organized and deadlines on track, and meeting scheduling eliminates the need for lengthy email chains to find a time that works for everyone.

Additionally, some productivity tools offer time tracking and employee output monitoring functionalities, allowing business owners to gain insights into team workflows and identify areas for improvement.

Thriving in the Digital Age: Why Tech Is Essential for Small Businesses

The digital revolution has transformed the small business landscape. Technology platforms are no longer optional add-ons but essential tools for survival and success.

From social media management to accounting automation, businesses that use these platforms gain a competitive edge. The ability to reach new customers, streamline workflows, and make data-driven decisions enables small businesses to compete effectively and thrive in the ever-evolving marketplace.

As technology evolves, staying informed about the latest trends and embracing innovation will be paramount for small businesses to maintain a competitive advantage and achieve long-term success.

See why 100K+ brands use Nextiva.

Get your business phone, messages, video meetings, contact management and notes – integrated in ONE powerful app.

ABOUT THE AUTHOR

Nextiva

Nextiva is the future-of-work software company that helps sales, service, and marketing teams achieve higher productivity and deliver better customer engagement. Nextiva’s cloud-based platform brings together business communications applications, intelligence, and automation to help companies build deeper connections with customers and manage all conversations and relationships in one place.

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How To Send Text Messages From Your Computer (10 Methods)

January 1, 2024 9 min read

Jeremiah Zerby

Jeremiah Zerby

Long gone are the days when texting at work raised eyebrows for being unprofessional. 

For teams always on the go, text messaging is the norm. From quick check-ins to launching a new marketing campaign — it’s hard to imagine life without text messages.

Not everyone wants to text from their phone. It can be a hassle to stare at a six-inch screen all day, and it’s distracting to switch between your computer and your phone constantly.

In this guide, we’ll show you several methods to send and receive text messages on your computer. Also, we’ll share some advice for adding texting capabilities to your business phone service. 

Why Send Text Messages From Your Desktop & Laptop

When texting is the most effective way to reach employees, streamlining your workflow maximizes the outcome of your messages, especially when more than a handful of employees, clients, and partners are involved.

More than 90% or more of text messages will be read within the first three minutes of sending, making it all the more important to have a proper system set up to handle the influx of responses.

Sending text messages from your desktop or laptop is a no-brainer for those who spend all day at their computers or communicate with large groups.

Whether you’re sending texts for HR purposes or just getting in touch for a coffee order, here’s how texting with a desktop messaging platform can help your organization communicate more effectively.

Benefits of Texting From Your Computer

🖥 Convenient user experience

Sending texts from your desktop is extremely convenient and integrates this form of communication seamlessly into your workflow. Adding texting to your desktop makes it easy to reply while also managing email inbox messages at your desk.

⌨️ Faster typing

Desktops and laptops equipped with full-sized keyboards make writing text messages faster and more convenient compared to smaller smartphone keyboards.

📱Fewer distractions

Centralize all of your communication and put notifications from social media and other open apps on hold. This leaves more room for deep work and flow in your workday.

✏️ More personalized

Customize your messages with richer content. Think high-quality images, detailed messaging, links, and documents, making each message far more valuable and personal than your standard cell phone texting app.

By texting from your computer, you’ll respond to new messages more quickly, tame your app notifications, and improve your productivity. Let’s go over how to send texts from your computer for free. 

7 Free Methods To Send & Receive Text Messages

1) Google Voice

Google voice product shot

Google Voice allows you to make phone calls, send texts, and leave voicemails from your web browser or mobile phone. Use that number to make domestic and international phone calls. Google Voice is free in the U.S.

Pros of Google Voice

Cons of Google Voice

2) TextNow

TextNow messaging platform

The TextNow app offers users free text messaging and calling via a real, dedicated phone number. It’s a great option for users who want low-cost, basic text and call functionality.

Pros of TextNow

Cons of TextNow

3) WhatsApp

WhatsApp messaging platform

WhatsApp is a widely used messaging app that leverages your Internet/Wi-Fi connection and your mobile number for calls and messaging. It’s easy to use, offers a robust set of features, and is widely adopted by large organizations.

WhatsApp is operated by Meta and requires a real SMS phone number for verification. Free SMS websites are commonly blocked by Meta and other companies for security purposes.

Pros of WhatsApp

Cons of WhatsApp

4) Microsoft Phone Link (Windows)

Microsoft Phone Links messaging platform

Link an Android phone with a Windows PC for texting and notification management from the convenience of your computer.

You’ll need a Microsoft companion app installed on your smartphone to use this texting method. After scanning a QR code and confirming on your mobile device, you can send and receive texts from your computer.

Pros of Microsoft Phone Link

Cons of Microsoft Phone Link

5) Google Messages (Android)

Google Messages messaging platform

Google Messages is the default SMS app for Android. It provides a modern text experience and is ideal for Android users seeking an enhanced, feature-rich messaging service.

Pros of Google Messages

Cons of Google Messages

6) iMessage (Apple iOS)

iMessage messaging app

Apple’s flagship messaging app, iMessage, provides users with both basic and advanced features, along with robust data security.

Pros of iMessage

Cons of iMessage

7) Email (last resort)

SMS backup on mobile phones

Mobile phone networks have an email-based backup method for text messaging. It’s reliable, although rarely used, and can be a good way to reach a recipient’s phone number if other methods don’t work. 

The catch? You need to know which cellular carrier they’re using. 

Many mobile phone providers provide an email-to-SMS feature. This gives you the option to send an email that will be received as a text message.

Email-to-text examples: 

Pros of Email to SMS

Cons of Email to SMS

Business Text Messaging Platforms

1) Business VoIP service provider (Nextiva)

Nextiva's messaging dashboard screenshot

Nextiva is an award-winning business VoIP provider that consolidates advanced communication channels and features into a single, comprehensive platform. It includes customizable VoIP text messaging features geared to improve customer and team communication.

Designed for small businesses and large corporations, it makes communicating through various business channels such as phone, video, text, team messaging, and social media a seamless process.

Key features: Nextiva offers users unified communications, advanced call management, call center functionality, unlimited calling (U.S. & Canada), CRM integration, reputation management, social media management, and more in an all-in-one platform.

Pricing: Nextiva’s Professional plan starts at $30.95 per user, per month, with up to 1,000 messages sent and received per user. 

Alternatives: DialpadVonage8×8.

2) Bulk texting apps (Textedly)

Textedly messaging platform

Businesses needing an efficient bulk messaging tool should look no further than Textedly. Textedly enhances communication strategies for businesses that utilize bulk text message marketing.

The user-friendly platform makes it easy to communicate with large audiences via text messages, making it the perfect tool to execute marketing campaigns, event alerts, and customer engagement.

Key features: In addition to mass messaging, Textedly offers auto-reply functionality, message scheduling, and detailed analytics and supports an unlimited number of subscribers.

Pricing: Textedly starts as low as $26/month, allowing you to send 600 text messages/month. All plans feature free incoming messages.

Alternatives: Mightytext and Slicktext are comparable business texting apps with a similar range of features.

3) Marketing automation software (Brevo)

Brevo messaging platform

Brevo is a marketing automation platform that streamlines marketing campaigns across various channels, including SMS and MMS messages, email, live chat, and phone. Brevo also serves as an all-in-one sales and payment platform.

Key features: Automated text campaigns, segmentation tools, personalization, cross-channel integration, and an easy-to-use editor are just some of Brevo’s most attractive features.

Pricing: Brevo offers a free plan for small businesses sending fewer than 300 emails per month. WhatsApp and SMS credits can be prepaid or bought on a monthly subscription according to their destination, with 1,000 messages to the U.S./Canada starting at $9.

Alternatives: Omnisend, Drip, and Keap.

Case Study: Labrada Distributors Improved Customer Communications with Nextiva

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

The Ultimate Business Messaging Solution for Your Team

Texting is a key channel for communicating with team members, strengthening partnerships, and building relationships with customers. That makes choosing the best cloud communications platform all the more important.

The right solution can help you build trust with your recipients and enhance your interactions. Still, texting can easily overwhelm your team, and adopting a new messaging system can be intimidating.

Nextiva stands out as a proven, user-friendly, and comprehensive all-in-one solution that caters to a rigorous set of business requirements. By integrating top business channels such as phone, email, video conferencing, team messaging, and SMS/MMS, your team can easily start using texts to respond faster to market demands.

Discover how Nextiva’s cloud VoIP platform can be the text messaging solution your team has been looking for.

Related: What Is A2P 10DLC? The Complete Guide for Small Businesses

FAQs

Can I send a text message from my computer?

Yes, you can send text messages from the convenience of your computer using messaging apps such as WhatsApp and iMessage. You can also use business messaging platforms such as Microsoft Teams or VoIP services such as Nextiva or Google Voice.

Are you allowed to text customers?

Yes, businesses can text customers but must obtain explicit consent from them, comply with government regulations such as TCPA and GDPR, provide an opt-out option, and ensure that messages remain relevant and are sent at appropriate times of the day.
Be sure to complete 10DLC registration for your business phone numbers for reliable text message delivery.

How can employees send and receive text messages?

Business text messaging systems such as Nextiva, Microsoft Teams, Textedly, or Brevo enable employees to send and receive text messages. Choosing the right platform depends on your communication requirements and budget. Adding SMS to VoIP numbers is easy with Nextiva — simply toggle the settings and complete your phone number registration. 

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.

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