IVA vs. IVR: Choosing the Right One for Your Business

November 3, 2023 11 min read

Dominic Kent

Dominic Kent

An IVA is an Intelligent Virtual Agent, often used in larger businesses to provide a premium and automated customer experience. An IVR is short for Interactive Voice Response, which is a technology used in customer support scenarios to route calls efficiently.

While these might seem like very similar solutions, there are a few nuances between the two.

Both can play a large role in implementing customer service automation and efficiency but, depending on your business needs, one (or both) might be overkill. 

Here, we will explain the specific use cases that work best for both an IVR and IVA, as well as explore other options that are a little easier to implement for smaller businesses with limited budgets.

What Is Interactive Voice Response?

An IVR system is an automated phone functionality that allows callers to interact with your phone system by recognizing their keypad presses or their voice. 

A typical IVR sounds like:

💬 “Press 1 for sales or 2 for support.”

But customers can also say, “Help with my support ticket” or “Upgrade my handset.”

The IVR then works out which department or individual your customer needs to speak to based on pre-configured skills and algorithms. The voice recognition capability is what makes an IVR stand out from a standard auto attendant, which is simply presenting options to callers.

They manage inbound calls by requesting customer information and routing callers to the best destination at any given time. As part of most contact center solutions, you get the option to configure an IVR.

Depending on how deep you go, you can transform how your business handles inbound calls — leading to greater efficiency.

Key features of IVR

The core functionality of an IVR is to understand what your customer needs at that moment.

Using dual-tone multi-frequency (DTMF) — the touch-tone sound your keypad makes — or by understanding voice commands, an IVR sends calls to pre-configured teams or people.

Each number press corresponds to a different department. 

For example: 

  1. Sales
  2. Support
  3. Billing
  4. Speak to reception

This is called a static menu. You can have as many or as few options as you desire. 

An IVR, or Interactive Voice Response, routes calls to a predetermined destination.

Alternatively, you can let customers bypass the numbers entirely. 

You have two options for this:

  • Remove the number menu and prompt your customer to say their reason for calling in their own words.
  • Allow customers to say the reason they’re calling when they hear the right department.

Inside the menu, you can also pre-record voice responses to answer common queries. This makes the IVR system do the heavy lifting, reducing the burden on live agents.

If you can automate simple tasks like confirming opening times, call center agents can spend more time adding value to human interactions.

Businesses often choose to present these options first so there’s less chance of callers missing the information they could get without waiting for an agent.

The advantages of IVR

When you use IVR technology, it proves cost-effective in contact centers with high call volumes because customers get through to the right resource, whether that’s a menu or agent, faster. 

No more, “Yes, we’re open on Sundays,” and more, “Let me fix that rather technical issue for you.” Think about the number of calls that have the same answer and free up that agent.

That means:

  • Less time waiting on hold
  • Offering callbacks instead of queuing
  • Potential for 24/7 availability

When there’s a query that can’t be handled with a pre-programmed response, it’s then time to deflect to your on-call team. By streamlining the call routing process, agents spend less time making transfers and more time delighting customers. 

If you’re a business that only handles support and technical queries in the day, an IVR system is a better off-hours resource than the typical “Leave us a voicemail” or “We’re not available right now.” Neither of these options is particularly helpful to your callers.

You can expect call center metrics like average handle time and call abandonment rate to come down significantly too. When callers don’t need to speak to a human, there are no more long wait times.

There are, however, some limitations we must flag too.

The limitations of IVR

The pushback on IVRs surrounds three main areas:

  • Limited to predefined options: What happens if your caller’s need isn’t a menu option?
  • Can be frustrating for users if not designed well: Nailing the priority and frequency of questions is crucial to picking the right menu options.
  • Lacks understanding of user intent: For example, billing queries could fall between teams depending on the specific question.

This is where the benefits of IVA become clear as a great alternative to IVR.

What Is an Intelligent Virtual Agent?

An IVA is AI-powered (artificial intelligence) software that can have genuine conversations with your customers. You might hear IVA solutions referred to as either Intelligent Virtual Agent or Intelligent Virtual Assistant. In a contact center setting, these are interchangeable.

Acting as a digital assistant, IVA uses speech recognition technology and voice biometrics to understand human speech and answer in a human-like manner.

An IVA, or Interactive Virtual Agent, learns why people are calling and determines the next best destination.

Businesses use IVA systems to handle simple and recurring requests like opening hours, qualifying sales leads, and basic troubleshooting.

Sounds like a chatbot? It is like a chatbot but smarter

In fact, IVAs use natural language processing (NLP) to understand what customers really mean and to provide an answer that isn’t just pre-populated and selected from a list.

We call this natural language understanding (NLU) when IVAs move on from the recognition phase to the understanding phase. While chatbots can answer questions that have limited possible outcomes, IVAs have genuine conversations.

Chatbot vs IVA

IVA enables conversational AI — the term used for one-to-one conversations between a human and a robot. The key element is that it’s conversational, unlike some chatbot experiences where you’re spamming the talk to an agent button.

Key features of IVA

Basic NLP capabilities are at the root of everything an IVA can do for your business.

NLP works by breaking conversations up into three steps:

  • Recognizing a conversation
  • Understanding the meaning as well as the words
  • Providing a helpful response based on intent, sentiment analysis, and available information

Basic responses are the bread and butter of NLP and IVAs. But it’s dynamic responses based on context where they have the upper hand compared to chatbots and IVRs.

Instead of being limited to closed questions with yes or no answers, IVAs can search resources and respond with much-needed context.

An example of an IVA that routes incoming calls based on the caller's intent.
An example of an IVA that routes incoming calls based on the caller’s intent.

But it could also be a more complex question, like an update on order progress. Using real-time customer data, like an order number or email address, your IVA can look up progress and provide an update without a live agent.

Another useful feature is integrating IVAs across multiple channels (chat, voice, email, etc.). 

If you run an omnichannel contact center, using IVAs for transactions that don’t need human intervention frees up agent resources and gives customers near-immediate information.

The advantages of IVA

When you present your customers with an IVA, you offer a more personalized customer experience than basic call routing.

When you remove the dependency for a human, there’s also:

  • No need to hold for an agent, as virtual agents don’t take breaks or vacations 
  • No limit to the number of interactions an IVA can handle
  • Better experience for consumers who need help with simple requests

Compared to a traditional IVR, an IVA can handle far more complex questions. If you’re thinking about using either as the frontline of your customer service, think about how much an IVA can do on top of that of an IVR.

There’s also the (often forgotten) benefit of retaining customer requests for continuous learning. During web chats, message history can be retained and used for training purposes.

Your IVA is an evergreen source of training and customer materials and is constantly updating itself through machine learning technology.

The limitations of IVA

While IVAs sound great, they do need more sophisticated setup and maintenance. 

It’s worth it if you have the time and knowledge (or find a contact center provider that has this expertise).

It pays to get it right. If you’re entrusting your first line of support to a virtual agent, you need 100% trust that it’s doing as good (or better) a job as a human agent.

Failure to maintain an IVA can lead to misunderstanding of customer inquiries and, ultimately, customer dissatisfaction. If you don’t schedule regular reviews or track for red flags (keywords, expletives, sentiment, etc.), you run the risk of providing bad information to customers.

Differences between IVR and IVA

On the face of it, an IVA is a superior technology. But, in some cases, it may be overkill. It might be the case that you need one more than the other. Or neither. 

Every business has a different type of customer. This next section runs through the key factors to consider when comparing IVR and IVA technology.

Interactive Voice Response (IVR)Interactive Virtual Agent (IVA)
Menu-drivenConversational
Limited optionsWide-range of responses
Dependent on agent availabilityVirtual agents available 24/7
Can’t request same agent as previous callVirtual agents retain interaction history
Replicates existing call flowsRequirements gathering and customer research
Set and forgetLaunch and monitor
Optimize for popular optionsExamine accuracy and helpfulness
Instant changes when neededMajor updates need planning

User experience

When customers arrive at either your IVR or IVA, they expect a slick experience. Their primary need is for their query to be resolved as quickly as possible. Here are the clear user experience differences between an IVR and an IVA.

Flexibility

Customers want to know exactly what will happen when they press a button or make a request. In some cases, it’s better to be flexible. In others, it’s more efficient to get them to the right place.

Generally, for most small businesses, an IVR will be easier to update and maintain since it’s more straightforward and not as flexible in interpreting callers.

Implementation and maintenance

IVR is easier and cheaper to set up. But there’s a clear reason. 

The configuration of the inbound call flow is black and white. Option 1 goes here and option 2 goes there. There’s no context, emotion, or urgency to plan for.

IVA requires more investment but offers better long-term value to the businesses because it’s learning as it goes. As such, it takes more time to get right up front. But it’s worth it if your goals are self-service and personalization.

How Do Businesses Use IVR and IVA?

Large enterprises

IVR is often used in customer support centers, banking, and utility businesses for efficient call routing. Aside from that, large enterprises rely on IVR systems for simple, self-service inquiries.

Common functions include:

  • Check account balance: IVR shares the current balance of a customer’s accounts.
  • Check order status: Customers provide details of an order for its current status.
  • Product lookup: Callers request information about products.
  • Bill payment: IVR pulls account information and accepts credit card data.
  • Set or change PINs: Customers request to set up or change an account or card PIN.
  • Answer surveys: IVR prompts customers to give feedback at the end of a call.

IVAs, on the other hand, provide large enterprises with more personalized experiences and help with more complex queries. It’s here where they’re being used as a genuine virtual agent rather than a voice response with stock responses.

Often used in customer support, sales, and IT help desks, IVA in large enterprises plays a huge role in business productivity and improving the bottom line.

Medium-sized businesses

In medium-sized businesses, IVR is preferred to manage moderate call volumes. 

If the bulk of your customer requests come from inbound calls, and you have the data and awareness that a good portion is repeat queries, your IVR can look after those, freeing up agents.

IVA is beneficial for medium-sized businesses aiming to provide a premium customer experience. 

When your goal isn’t just to send people to the right place efficiently, but it’s to resolve their concerns (or get them to the right place), IVA offers an extra set of hands for frontline support. 

You can troubleshoot basics like:

  • Have you rebooted your machine?
  • Is your internet working?
  • Is the power light on?

Then, take the question to the next level without needing human intervention. By leveraging integrations into CRMs, knowledge bases, and ticketing systems, virtual agents can continue resolving the problem.

However, it might prove difficult for small businesses that pride themselves on quality, human customer service.

Small businesses

Unless you’re a small team handling a significant call volume, IVR might be a little bit too much.

Most small businesses operate an “informal call center” using cloud phone system features like auto attendant and call flows. Setup is easy and often a direct copy of an existing on-premises phone system.

While there may be a case for using an IVA to handle queries when you’re short of support staff, it can be expensive to implement and maintain.

By the time you’re happy and 100% trusting of your virtual agent, the time to ROI has been handled just as efficiently and expertly by your staff.

Then begins the cycle and expertise of ongoing monitoring and adaptation.

Setting Up a Call Flow or Auto Attendant for SMBs

The alternative to choosing an IVR or IVA for small and medium businesses is to use call flows or an auto attendant.

Call flows

Call flows are configurable menus that send callers to the department or individual with the associated skills. Inside a call flow, you can use a main number or local numbers to branch off from.

You can then add opening times and holidays before creating where calls route to. Like in the case of an IVR, you can choose 1 for sales or 2 for support, etc.

If nobody picks up or staff is engaged with something else, you can choose to overflow that number to a different department or user.

Unlike an IVR, you don’t need to configure the more intelligent options. Call flows are one-way interactions. Callers dial your number and get routed based on their number choices.

An example of a Call Flow in Nextiva.
An example of a Call Flow in Nextiva.

Auto attendant

An auto attendant is like a virtual receptionist for your business. 

Like call flows and IVRs, you configure pre-recorded options for customers to choose from. This means that when you’re busy working, customers’ calls still get answered straight away. 

By the time a staff member picks up, they know the caller has a specific query for their department. In small businesses, this can help give the appearance of a larger or more robust company and increase both customer satisfaction and first-call resolution.

It’s a much more cost-effective way to provide customers with qualifying options to get them to the right person every time. It’s also much easier to set up and make changes to, compared to a complex IVR or IVA scenario.

When to consider a call flow or auto attendant

If you desire to improve customer experience without significant investment, consider call flows or auto attendants instead of breaking the bank for something you might not need.

ScenarioSolution
Small business with limited budgetCall flows and auto attendant
Call routing without advanced featuresCall flows and auto attendant
Serve customers who won’t use speechCall flows and auto attendant
Serve customers who don’t use web chatCall flows and auto attendant

💡 Tip: Some cloud phone systems like Nextiva include call flows and auto attendants as part of your service.

Choosing the Solution Right for Your Business

The choice between IVR, IVA, call flows, and auto attendant depends on your business size, budget, and customer service goals.

  • If you’re a small business, consider call flows.
  • If you have a limited budget, consider an auto attendant.
  • If you have a large number of calls, consider an IVR.
  • If personalization and automation are key, consider an IVA.

The most important aspect to consider is your customer’s experience. 

What’s the best option for them? What will make their life easier when they need to reach you?

Likewise, your agent’s experience must be top of mind, too.

One of your goals must be to empower agents to be productive and provide value where they need to fill in the gaps of whichever system you choose.

Need help deciding which is the right choice for you? Speak to a Nextiva expert to help get ahead of your inbound calls.

ABOUT THE AUTHOR

Dominic Kent

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

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What Is a Softphone? Overview, Benefits, & How To Get One

November 3, 2023 6 min read

Jeremiah Zerby

Jeremiah Zerby

Need to make calls using your business line? Want the flexibility of working from anywhere?

Then you want a softphone. What was once a luxury is now the standard for business communications. 

What Is a Softphone? 

A softphone is an application that lets you make and receive phone calls over the Internet. It provides voice calls along with instant messaging and call-forwarding functionality.

Softphones allow employees to call anyone from their business phone number rather than their personal mobile phone for added privacy. 

Got three minutes? Jessica breaks it all down for you in the video below. 

A VoIP phone service provider such as Nextiva typically offers softphone apps to download. Alternatively, there are standalone softphone apps that require further configuration. 

In just a few minutes, you’ll get a closer look at softphones and see why they’re so popular, their key features, and our top picks for the best softphone apps for you and your team. 

How softphones work

Softphones use Voice over Internet Protocol (VoIP) technology to manage telephone calls. A softphone lets you make phone calls over the Internet using a computer, tablet, or mobile device. 

Once signed into a VoIP phone service, softphones register themselves to answer or place calls. From there, the provider maintains the connection and other phone system functions. 

Unlike traditional phones, a softphone isn’t a physical device. Instead, it’s software that provides a familiar phone interface on your device. It allows small businesses to make and receive calls using a virtual phone number, send messages, and conduct video conferences from anywhere.

Why Businesses Choose Softphones

When you want to get your team talking, softphones are a great choice.

  1. Cost-effective desk phone alternative
  2. Instant setup and deployment
  3. Access to more features
  4. Easy to use and support 

1) Cost-effective desk phone alternative 

A VoIP softphone is a cost-effective alternative to the expensive traditional phone lines and hardware systems.

Unlike a VoIP phone, you typically get softphone functionality included (or at a low cost) with your existing business phone service. This way, you’re not left paying for equipment you don’t fully use. 

2) Instant setup and deployment 

Downloading a softphone application on your computer or mobile device takes only minutes. Setup usually only requires logging in with your VoIP provider’s credentials.

Softphones work across many devices and operating systems. The best choice is to download a software application, but your web browser can also work well.

Since there’s no physical hardware involved, you can have your softphone ready to use within minutes.

3) Easy to use and support 

Today’s softphone apps offer an intuitive interface, such as a telephone dial pad, tabbed sections, and real-time notifications. There’s usually some consistency between the desktop and mobile app, so it’s familiar for users.

And since they’re software-based, updates can be rolled out to introduce new features without the need for physical system modifications. 

4) Access to more features 

Softphones often come with many more features than conventional phones.

These features can help improve call handling, enhance collaboration, and simplify communications. Examples include call forwarding, CRM integration, video conferencing, and instant messaging. 

Starting a call center soon? The same softphone app offers this functionality built-in for your team. 

So, what are some additional features that softphones provide? We’ve got you.

Must-Have Softphone Features

Despite the name, softphone software does much more than place and receive phone calls. 

  • HD voice calls: Talk to users in richer, high-definition quality. It makes your voice sound clear, crisp, and confident to callers. 
  • Contact lists: Store, access, and manage contacts, improving efficiency and organization. Never frantically search for the best number to reach someone. 
  • Text messaging: Send and receive SMS and MMS messages through your softphone app. This lets you text from your VoIP line.
  • Video calls: Meet face-to-face in a video conference from your softphone app. There are no separate apps or clunky downloads.
  • Visual voicemail: Easily playback or even read voicemail messages, with no confusing pins or keypresses to memorize. You can also get these voicemail transcriptions in your email.
  • Computer telephony integration (CTI): CTI functionality lets you answer, reject, or hold calls with your headsets. Effortlessly manage calls like a pro through a softphone.
  • Presence management: Indicate if you’re unavailable for calls, on a call, or are available to receive incoming calls. 
  • Call transfer: Seamlessly transfer calls to another user or team within your business. This way, callers don’t have to call back again. 
  • Encryption: Ensure your conversations are secure and stay private. Softphones encrypt the telephony data no matter what Internet connection you have. 
  • Conference calling: Conduct a group audio call instantly without a complicated dial-in process. Your team is collaborating in just a click. 
  • Call recording: Record phone calls automatically or on-demand so you can recall past conversations and improve quality assurance.
  • Caller ID: Manage the provided caller ID info, such as your name, company, area code, and phone number. 
  • Call forwarding: Toggle if you need your calls forwarded, such as to another team member or your company’s auto attendant. 
  • Call pulling: Swap devices without any interruption. For instance, if you’re going from a desk phone to a softphone or vice versa. 

Top Softphone Apps for Business Use

So, which softphone should you use? You have many options, but here’s a quick round-up of different voice over IP apps. 

1. NextivaONE

Nextiva is more than a softphone system — it’s an enterprise-ready business phone system. The company includes a free softphone on any desktop (Windows, Mac) or mobile device (iOS, Android). 

With NextivaONE, you can manage calls, send texts, and conduct video conferences from your computer or mobile device. 

Nextiva Business Phone System - NextivaONE
NextivaONE product screenshot

2. Zoiper

Zoiper is a flexible softphone app. It supports many types of codes for VoIP calls, making it a versatile choice for businesses of all sizes. It requires IT pros to set up and deploy across your company. 

Product screenshot via Zoiper
Product screenshot via Zoiper

3. Bria Solo

Bria Solo by CounterPath is another great softphone solution. Bria Solo is built for those who need a platform to manage voice calls, video conferences, messaging, and team collaboration.

But more practically, it’s a handy dialer for testing out a SIP trunk or lighter-duty voice communications. 

Product screenshot via CounterPath
Product screenshot via CounterPath

4. 3CX

This self-hosted PBX also includes its own softphone apps. It’s highly customizable but also requires a lot of configuration in the real world for businesses. Its softphone app is available for desktops, smartphones, and other devices. You’ll want to have a tech pro help you navigate here. 

3CX softphone app screenshot - macOS
Product screenshot via 3CX

Softphones vs. Hardphones

How does a softphone technology fare against a VoIP desk phone? Here’s how they compare. 

CharacteristicSoftphone AppsHardphones
HardwareNo extra hardware is needed. It downloads to desktops, laptops, tablets, and smartphones.Requires a physical IP phone handset.
InstallationDownload an app, sign in, and begin using it right away. Needs Ethernet, power wiring, and, typically, additional configuration.
PortabilityCan be used wherever there is an Internet connection, including LTE and 5G cellular data. Limited to wiring and physical office spaces.
FlexibilityTailored to user preferences and business needs, such as call routing or call center functionality. Limited to VoIP hardware functionality and headset connectivity.
CostFree with an existing VoIP service. Approximately $130+ each or can be leased for $5+ monthly.

What are the advantages of a hard-wired VoIP desk phone?

Hard-wired phones offer a familiar tactile interface to quickly call people along with dedicated network connectivity (Ethernet). Want to page your team, see if your exec is on a call, or dial an extension quickly? Hardphones handle all of that flawlessly.

VoIP Desk Phone (Nextiva X-815)

Desk phones are designed to be used without additional steps, such as unlocking your mobile phone or finding the icon on your computer. They also aren’t subject to your smartphone’s battery life (we’re looking at you, 20%-ers!).

Browse our pre-configured VoIP phones to see how the features and functionality differ. Not sure which devices to choose? Talk to a communications expert who can build a custom package for you. 

Bottom line: Softphones work hand-in-hand with VoIP desk phones. They give your teams the choice to work and collaborate on one platform. 

The Best Communication Platform for Teams

Whether you opt for a softphone or a desk phone, you need the right communications platform. 

Nextiva provides a unified communications solution to fuel your team’s collaboration and stay in touch with customers. Setting it up is a breeze, and if you ever need some guidance, you get 24/7 customer support included. 

⚙️ Integrate with your existing business tools, making it easier for you to manage your business communications.

💪 Experience ultra-high reliability and uptime, ensuring your team stays connected and serving customers. 

💸 Save up to 60% on communications costs with flexible pricing and more functionality. 

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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What Is VoIP QoS & How Does It Improve Call Quality?

November 2, 2023 9 min read

Joe Manna

Joe Manna

Are you experiencing call quality issues when using VoIP? You’re not alone. People who use hosted phone services could experience voice quality issues no matter their internet connection speed.

Troubleshooting sound quality problems with VoIP calls can be challenging. Delays and unexpected silence threaten your credibility and cost you valuable business opportunities.

Quality of Service (QoS) network optimization can solve headaches that come with Voice over IP technology. Prioritizing voice traffic boosts the reliability and clarity of your phone calls.

We’ll walk you through understanding VoIP QoS, how to set it up, and tips to maintain superior call quality.

What Is VoIP Quality of Service?

Quality of Service (QoS) is a method to prioritize network traffic going through a router to provide acceptable service to most users. Administrators put QoS in place to address audio quality issues.

VoIP is susceptible to network congestion, resulting in echoes, lag, and dropped calls. VoIP relies on data packets arriving at their destination and in the correct order. High latency and jitter can cause glaring problems with Voice over IP phone calls.

First In Last Out (FILO) - Network Traffic Strategy
By default, routers adopt a First In Last Out (FILO) traffic strategy.

Routers handle data packets by default following a First In First Out (FIFO) order. This can create queuing issues across your network when bandwidth use is high. QoS solves this by dedicating network resources based on the type of traffic and device.

Setting up QoS for IP telephony for the first time can be unfamiliar. Once done, you’ll enjoy better voice quality without adjusting the available bandwidth.

Here’s a quick video on how to solve common VoIP problems.

Why Does Quality of Service Matter?

A phone call with bad audio quality feels terrible. No matter the conversation, if it’s hard to hear, you’d do anything for the call to drop. Businesses have all kinds of conversations, such as:

  • Sales demos and webinars
  • Customer support
  • Employee interviews
  • Team meetings with business leaders

All these conversations are essential. But when customers perceive your calls as choppy or if they’re dropped, your online reputation suffers.

While we’ve all been annoyed by these issues, knowing how to fix them starts with learning how VoIP works. And that begins with reducing network congestion. Setting up QoS improves the call quality for everyone on your Local Area Network (LAN).

VoIP QoS Illustrated Example
Routers prioritize voice traffic using QoS alongside other network demands.

With the surge of remote work, people are using their home networks where business calls compete with the likes of YouTube, Netflix, Hulu, Disney+ … and regular data traffic demands in a household. This has made prioritizing VoIP traffic more important than ever.

And lastly, not all VoIP service providers are equal. It’s relatively cheap for companies to set up a VoIP system, but that doesn’t mean it’s reliable. This has resulted in different VoIP providers offering vastly different levels of reliability and call quality.

What minimum QoS does voice traffic need?

Cisco recommends these standards for better call quality than Public Switched Telephone Networks (PSTN).

The default G.729 codec requires packet loss of less than 1% to avoid audible errors. There should be no packet loss for VoIP.

The ITU G.114 specification recommends less than 150 ms one-way delay for real-time voice traffic.
Jitter buffers add to the end-to-end delay and are usually only effective on delay variations less than 100 ms. Jitter must be minimized.

Cisco
“Quality of Service for Voice over IP”

No matter what VoIP phone service you use, you should implement QoS. Streaming media alongside operating system updates can affect call quality when you least expect it.

QoS isn’t a guarantee, but it’s the best way to tune your network for better voice over IP performance. Configuring QoS for VoIP only takes a few minutes on most routers.

Recommended VoIP QoS settings

It helps to familiarize yourself with a few common network benchmarks. Knowing these helps to troubleshoot VoIP and pinpoint the ideal solution.

  • Latency measures the time it takes a packet of data to arrive at the destination IP address. All VoIP systems and all networks have some latency. Voice data packets are sensitive to delays exceeding 150 milliseconds each way.
  • Network jitter measures the variation in packet delays, such as latency. When it comes to real-time voice, packets arrive out of order with an unstable network connection. As a result, VoIP calls become unintelligible. Network jitter above 30 ms will impact voice calls substantially.
  • Packet loss measures the number of packets lost after transmission. Voice data packets are susceptible to any packet loss. Anything above 3% packet loss means the audio quality will become significantly reduced.
  • LAN and WAN network topologies determine whether you can influence its endpoints. Local Area Network (LAN) refers to the network managed by your router. Wide Area Network (WAN) is the broader network on the internet. VoIP packets travel from your phones through your LAN and on the WAN to reach their destination.
Packet Loss Percentage (%) Effect on VoIP Phone Calls
Packet Loss Percentage (%) Effect on VoIP Phone Calls

All these factors contribute to the audio quality of VoIP calls. You don’t have to be an expert to set up VoIP QoS to improve call quality.

Adjusting VoIP Quality of Service settings

Every router and network configuration is unique. It doesn’t hurt to read up on the documentation provided by your network equipment vendor. Often, they have specific guides on implementing prioritization for voice traffic.

When setting up QoS for VoIP, you should consider the following approaches:

1) Prioritize network traffic by type, not device.

If you can prioritize network traffic by type, this is ideal. It ensures that devices can’t hog the available bandwidth. Instead, the nature of the traffic determines its queuing. A good fallback would be the bandwidth management for each networked device.

2) Assign traffic with a DSCP 46 with high priority.

Many VoIP devices advertise the classification of network traffic with a DSCP header. The Differentiated Services Code Point (DSCP) header tells network switches to honor high-priority packets. Configure both inbound and outbound RTP packets with DSCP 46 if you can.

3) If supported, set up Trust Mode with Strict Priority.

More sophisticated network switches and routers offer advanced queuing techniques. Trust mode allows switches to recognize the DSCP packets. Strict Priority ensures they aren’t weighted with other devices. Most routers have at least some form of VoIP QoS, so it’s okay if it’s not as advanced as this.

After you apply these VoIP QoS best practices and power-cycle your equipment, you should experience lower latency and more dedicated, consistent bandwidth during VoIP calls.

If you still experience issues, contact your business phone service to conduct further tests to isolate the cause. Continue reading for more solutions to resolving network QoS issues.

What VoIP QoS Can and Can’t Do

Diagnosing Voice over IP (VoIP) Quality of Service (QoS) Issues

While most users can diagnose VoIP QoS problems, fixing them can be challenging. Here’s a quick overview:

  • VoIP voice packets pass through many network devices. Each device can affect call quality. If you have a complex setup with multiple routers and switches, depending on your network layout.
  • Internet Service Providers (ISPs) control network throughput, impacting call quality during peak use. But QoS tweaks won’t improve ISP performance.
  • Codecs compress audio to save bandwidth but can reduce sound quality and increase latency. Stable Internet is essential for quality VoIP calls.
  • Prioritizing SIP traffic, disabling SIP ALG on routers, and fine-tuning QoS settings to favor voice packets. You might also want to prioritize network paths to known trusted VoIP carriers like Nextiva.

The network path for VoIP calls is complex. Work with your IT team to identify and solve quality issues. Focus on codecs, bandwidth, jitter, latency, and minimizing packet loss as the first places to improve call quality.

Best Practices for Better Call Quality

For most businesses, the first step is to select a reliable business VoIP provider. Trustworthy VoIP providers will be able to shed light on their VoIP network and tips to achieve optimal call quality.

  • Use wired Ethernet connections. Wi-Fi is subject to interference, impairing phone calls at the worst possible time. Any Category 6 certified Ethernet cable offers low latency with gigabit duplexing. Plus, you eliminate the risk of a bad termination.
  • Test your LAN and WAN connections regularly. Track metrics like ping, jitter, and bandwidth to detect network congestion. Voice over Internet Protocol uses 100 Kbps upload/download per line.
  • Budget for 85% of your connection speed. Many businesses will reach the bandwidth limit offered by a DSL connection. Cable and fiber connections offer a lot more headroom. TCP and UDP connections have overhead that can fully utilize your bandwidth.

Popular QoS Monitoring Tools

QoS Network Monitoring Tools - Ntopng Screenshot

Several popular Quality of Service (QoS) monitoring tools are available to network administrators. These tools help manage and improve network performance by ensuring mission-critical applications receive the necessary network priority.

Here are some well-known QoS monitoring tools:

  1. SolarWinds NetFlow Traffic Analyzer: SolarWinds offers a comprehensive tool that provides real-time visibility into network traffic flows. It analyzes NetFlow, IPFIX, and other flow technologies to monitor and troubleshoot network performance issues.
  2. Paessler PRTG Network Monitor: PRTG Network Monitor by Paessler is a powerful all-in-one monitoring solution that includes QoS monitoring capabilities. It enables administrators to monitor and manage network devices, bandwidth usage, and traffic flow to ensure optimal performance.
  3. Nagios Network Analyzer: Nagios Network Analyzer is a commercial-grade network monitoring solution that provides in-depth insights into network traffic and bandwidth utilization. It features advanced QoS monitoring capabilities to help administrators prioritize critical services and applications.
  4. ManageEngine NetFlow Analyzer: NetFlow Analyzer from ManageEngine is a comprehensive traffic analysis and monitoring tool. It leverages flow technologies to provide detailed visibility into network traffic and analyze QoS metrics to optimize network performance.
  5. OpenNMS: OpenNMS is an open-source network management platform that includes QoS monitoring capabilities. It offers features such as flow analysis, resource monitoring, and event notifications to ensure efficient network operation and troubleshooting.
  6. Ntopng: Ntopng is an open-source network traffic monitoring tool. It provides real-time traffic analysis and supports various flow protocols, allowing administrators to monitor and analyze QoS metrics for better network performance.
  7. BandwidthD: BandwidthD is an open-source bandwidth monitoring tool that can also be used for QoS monitoring. It tracks bandwidth usage by protocol and analyzes traffic trends to identify potential bottlenecks and prioritize critical applications.

These popular QoS monitoring tools offer a range of capabilities and features to help administrators effectively manage network performance and ensure optimal QoS for their critical applications and services.

Functions of QoS Network Tools

QoS network monitoring tools perform several functions to optimize network performance. Their top functions include:

  • Classification: QoS tools can identify different types of traffic and assign them specific markings or labels.
  • Queueing: QoS tools can reserve a portion of the available bandwidth to hold packets in a buffer for later processing.
  • Policing: QoS tools enforce specific bandwidth limits and rules. If packets do not adhere to these rules, they are dropped. Policing is an essential part of congestion avoidance.
  • Shaping: Similar to policing, QoS tools can queue excess traffic in a buffer instead of dropping them entirely.
  • Fragmentation and Compression: QoS tools can employ techniques such as fragmentation and compression to reduce the required bandwidth on a network. By minimizing delay and jitter, these methods optimize network performance.

QoS tools may encompass any combination of these functions, allowing for a tailored approach to meet specific network requirements and efficiently utilize available resources.

Fixing QoS With Your VoIP Service Provider

Although you can improve your VoIP QoS, this doesn’t mean VoIP service providers offer the same service. Different providers offer different levels of availability.

Almost all our users never have any issues. Why? Our reliable business VoIP network withstands severe weather and heavy use. But when trouble strikes, we’re here to help you get the most from your VoIP service.

Most telephone companies won’t take the time to help you figure out the problem. They want to get you off the phone quickly. At Nextiva, it’s different. Everyone receives personalized support and can chat with knowledgeable technicians.

We pride ourselves on becoming the top virtual phone service ready to help you with your communication needs.

FAQs

What are the differences in reliability and call quality among VoIP service providers?

Not all VoIP service providers offer the same level of reliability and call quality. While it may be relatively inexpensive for companies to set up an office phone system, the reliability can vary significantly. QoS can help address these differences by allowing routers to prioritize voice traffic alongside other network demands, ensuring a more consistent and reliable VoIP experience.

How does QoS address the challenges of Voice over IP (VoIP) technology?

QoS network optimization is particularly important for VoIP technology. By prioritizing voice traffic, QoS helps to boost the reliability and clarity of phone calls, addressing issues such as inconsistent VoIP packets that can lead to gaps in brand trust and communication failures. This is especially critical now with the surge of remote work, where home networks compete with other data traffic demands.

How does QoS improve user experience?

QoS is crucial in improving user experience by ensuring real-time applications, such as VoIP phone calls or video conferencing, receive the necessary network resources. By prioritizing this traffic, QoS helps to minimize latency, reduce packet loss, and ensure smoother and clearer communication, resulting in an enhanced user experience.

Quality of Service (QoS) ensures that mission-critical applications have access to the necessary network resources they require. By prioritizing the traffic for these applications, QoS ensures that they receive the bandwidth and low latency they need for optimal performance and reliability.

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

Managing Customer Feedback: Why It Matters & Top Strategies

November 1, 2023 8 min read

Cameron Johnson

Cameron Johnson

Customer feedback management is one of the most powerful tools in your marketing arsenal.

Collecting customer feedback and integrating that insight into your product or service allows you to relate to your target audience — but only if you do it correctly. 

Here, we explain how managing customer feedback can make or break your business and share helpful best practices on what you can do to make your customer feedback work for you — not against you. 

What Is Customer Feedback Management?

Customer feedback management is the process of collecting feedback from existing customers and using it to improve your business offering.

There’s no shortage of customer feedback these days, with 74% of consumers saying “they’ve left an online review for a business in the past year.” 

As such, customer expectations are higher than ever, meaning you must dial in your customer feedback management processes. 

Monitoring your brand’s feedback means building an effective customer feedback loop, in which you’re constantly assessing your service from the eyes of your clients and striving to implement their praise or criticism to enhance or pivot your offering. 

Examples of Customer Feedback

Your customers can leave feedback in many different places and many different mediums. 

Being aware of where to find your customer feedback will help ensure you have the clearest picture of your customer journey possible. 

  • Social media – Social media platforms are places where customers share feedback and interact with one another. You can locate, collate, and manage feedback from these platforms, while also interacting directly with your customer base for business reputation management
  • Reviews – Review sites help potential clients “make better choices and encourage companies to up their game.” This feedback is public, and new customers use it in their decision-making process, so being on top of this feedback is vital for your public perception. 
  • Customer surveys – Customer feedback surveys are personal opportunities for your business to collect feedback from your focus groups. By asking the right questions in a well-crafted customer survey or customer interview, you can get to the core of your customer needs and earn the qualitative feedback you need to nurture your customer relationships. 
  • Call recordings – With call center monitoring, you can listen to raw customer feedback and hear how your team handles it. Nine out of 10 consumers are more likely to make another purchase after a positive customer support experience. This means having a well-trained customer service team will improve customer feedback management and increase the likelihood of repeat purchases. 

Benefits of customer comments 

Consumers view brands more favorably just by seeking and acting on customer feedback, per a 2017 study by Microsoft.

The mere perception that you, as a business, listen to your clients improves your standing in their eyes. It will boost customer loyalty, and if you take feedback onboard appropriately, you’ll improve your product or service functionality as well.

Other benefits of customer comments include:

  • Generates in-depth customer reviews: Customer comments offer authentic insights into their experiences and satisfaction levels with your offering. When shared publicly, these reviews act as social proof, which helps build trust with potential customers.
  • Improves your product or service offering: You can use customer feedback to identify areas for improvement in your products or services, creating a feedback loop that helps you better meet customers’ needs. 
  • Provides upselling opportunities: Satisfied customers are often open to exploring additional products or upgraded services, contributing to increased revenue. 
  • Offers more opportunities to engage with, and retain, at-risk customers: Engaging with at-risk customers who have had negative experiences or concerns helps you resolve issues. This can prevent churn, enhance customer relations, and develop a positive brand image.

How to Manage Customer Feedback

Depending on the type of feedback, there are different ways in which you can manage your customer feedback data. 

Handling critical customer feedback 

With critical customer feedback or negative feedback, it’s essential that you do not engage in an argument on the internet. That’s rule #1 of responding to negative reviews.

There’s a very good chance that an unhappy customer is in a heightened emotional state, so being empathetic, expressing gratitude, showing you understand their pain point, sticking to the facts, and striving for resolution are your best courses of action. 

It’s important to get the discussion away from the public eye and to your internal customer service team, so elevating the service issue to internal staff should be one of your first courses of action.

Make sure you pay attention to what the customer has to say because, as hard as it may be, negative feedback is where the growth happens. 

Take what the customer is saying onboard, try to recognize any patterns in other negative feedback, and make adjustments. 

Responding to positive customer comments 

As nice as it is, positive feedback doesn’t provide your business with the opportunity to improve in the same ways negative feedback does. However, if you engage with positive reviews optimally, they do offer a great chance to show other potential customers that you’re a good decision.

So, engaging with the reviewer, being warm, and, importantly, not exaggerating the feedback is important. 

It’s also great if you can try and share customer success stories across multiple channels, so get the reviewer to post on other platforms, and spread the good word to get as many potential customers seeing your positive reviews as you can. 

Directing neutral product suggestions 

Neutral suggestions, while not quite as detrimental as negative feedback, can harm your public perception if you don’t manage them well. 

Neutral means the customer wasn’t impressed — they merely weren’t upset. For this reason, try and dig further into the neutral feedback. Find out what they liked and didn’t like, and how their experience could be improved so they leave positive feedback next time. 

As with negative feedback, share this information with your product team/research and development team so improvements can be made where necessary. 

Building a Scalable Customer Feedback Loop

Your customer feedback loop is where you take customer feedback and turn those reviews, opinions, and suggestions into actionable points that you can apply to your business and improve your service. 

A customer feedback loop diagram in four steps: ask, segment, act, and follow-up
Key stages in a customer feedback loop (via Qualtrics)

A standard customer feedback loop is divided into four stages:

  1. Collecting customer feedback. 
  2. Analyzing feedback and turning it into data. 
  3. Applying feedback and testing. 
  4. Following up with customers. 

On a small scale, this would involve, for example, tracking feedback from review sites and social media accounts, then creating a list of feedback and manually adding it to a spreadsheet. Then, categorize feedback into “positive,” “neutral,” and “negative.”

Look for patterns that arise and prioritize action steps to implement any necessary changes to your product development or service. Then, track metrics such as customer churn, customer retention, and new product uptake to get an idea of how the changes you’re implementing are improving your user experience.

At scale, there are customer feedback tools that become necessary to automate this process, ensuring no piece of feedback slips through the net and goes unnoticed. 

Related: How to Get More Customer Reviews [Top Strategies & Ideas]

Tools to Capture & Manage Customer Feedback

1. Nextiva

Nextiva offers an AI-powered online reputation management platform, which helps businesses of all sizes monitor feedback channels and customer interactions and manage customer feedback touchpoints across 50+ review sites, including Google, Facebook, and Yelp. 

By collating all customers’ opinions and reviews into a single dashboard, Nextiva’s suite of customer service tools helps businesses engage with reviewers automatically or respond in real time.

With review-processing capabilities that turn reviews into data points, Nextiva offers your business actionable insights backed by proven information that can enhance your business offering. 

Nextiva's reputation management tool
Keep track of all your reviews in one place with Nextiva

2. Chameleon.io

Chameleon is a feedback management tool that offers you the opportunity to create customer satisfaction surveys that can drive in-product engagement while also integrating with your tech stack to gather contextual feedback with in-app surveys.

This helps businesses build an effective feedback loop, giving customers what they desire. 

Getting product feedback on Chameleon.io
Custom surveys available on Chameleon.io

3. Appcues

With their automated product feedback collection, Appcues acts as a partner in collecting and analyzing customer feedback throughout the journey. With NPS prompts and custom surveys, Appcues offers the potential to collect valuable customer insights and feedback to improve your product. 

Appcues NPS prompts
Pre-built feedback prompts on Appcues

4. Birdeye 

Specializing in small, local businesses with small numbers of team members, Birdeye helps find all of your online listings, engage with customers across platforms, collate information, and use these insights to grow sales directly.

They help encourage customers to leave positive reviews, which in turn directly improves sales and revenue. 

Birdeye dashboard
Birdeye overview of different review platforms (via Software Advice)

How to Handle Customer Feedback Like a Pro

As Seth Godin recently said:

“In the life of every enterprise, the moment arises when a choice has to be made: Are you here for your customers, to give them what they seek, or are you trying to do something to your customers, to squeeze out extra income?”

Seth Godin

Your customers know when you’re using them to generate profit. They also know when you’re striving to offer them the best service or product possible, and this is greatly reflected in how you handle your customer feedback. 

With this in mind, when handling your customer feedback, whether it be positive, neutral, or negative, follow these steps.

Stay calm

It’s natural to feel defensive when you receive negative feedback, but it’s important to remain calm and composed. Take a moment to process the feedback before responding.

Be objective

Try to see the situation from the customer’s perspective. This can help you understand their concerns and address them effectively.

Be solutions-focused

Instead of dwelling on the problem, focus on finding a solution. This shows the customer that you’re committed to resolving their issue.

Follow-up and document

After addressing the customer’s concerns, follow up with them to ensure their issue has been resolved. Documenting the feedback and your response can help you improve your products or services in the future.

Don’t debate in online reviews

It’s crucial to maintain professionalism when responding to online reviews. Avoid getting into debates with customers and, instead, focus on addressing their concerns in a respectful manner. Instead, aim to make improvements across the customer experience.

Report inappropriate, fake reviews to providers

If you come across a review that is inappropriate or fake, report it to the review platform provider. It’s important to maintain the integrity of your online presence.

Making Customer Feedback Work for You

Taking customer feedback and properly managing the insights gained are vital processes that you can use to guide your business toward greater client satisfaction and profitability. 

The Nextiva platform plays a pivotal role in enhancing the customer experience by providing a streamlined process for managing customer feedback.

It allows you to effectively collate, analyze, and act upon the feedback received across various platforms, including social media. This direct customer engagement provides vital insights into your offerings and helps build a strong relationship with your customer base. 

Take a look at Nextiva’s reviews to get an idea of the service quality and also how your customer feedback management would look like with Nextiva. 

Remember, making customer feedback work for you is about seeing your business offering from your customers’ perspective and better understanding their needs and expectations. Use these insights to provide your customers with the best service or product you can possibly offer. 

Do so, and you’ll increase your number of new customers, while also growing a loyal customer base

ABOUT THE AUTHOR

Cameron Johnson

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

Posts from this author

November Product Update

November 1, 2023 3 min read

Sarah Skidd

Sarah Skidd

NextivaONE mobile: Instantly identify missed calls and voicemails

Quickly view your missed calls and voicemail count within the two new tabs on the Calls screen.

In the voicemail tab, you can play, view transcription, respond via call or text, and delete.

NextivaONE Contacts: Bulk edit, delete, and export contacts

Manage contacts at scale by expanding your contact list into a full-screen view.

Users can edit and delete multiple contacts at once. Users can also convert multiple private contacts to shared contacts simultaneously.

Admins can also edit, delete, share, and export teammate contacts to a CSV.

NextivaONE Contacts: Easily call, text, or copy a secondary number

Contacting someone using their secondary number is easier. Simply click the hyperlinked secondary phone number on the contact card to call, text, or copy the number.

NextivaONE Contacts: One-click to add a contact 

Quickly add a new contact by clicking the blue “+” icon and selecting “Add a business contact”. 

Nextiva Call Center: Live train agents during active calls

Supervisors using Nextiva Call Center may join a live call to provide real-time coaching to the agent (without the customer hearing).

Access to supervisors with an Enterprise license is provided via a feature code.

Want to learn more?

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

Still need the Nextiva app?

Download App

Desktop

Mobile

Desktop – Windows 8 & earlier.

ABOUT THE AUTHOR

Sarah Skidd

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

Posts from this author

What Is Call Center Monitoring? (+ Advice for Supervisors)

October 31, 2023 18 min read

Dominic Kent

Dominic Kent

Call center agents need help, and customers deserve the best experience possible.

What ties these two together? Call center monitoring. It’s one of those things that needs to happen but is rarely done well.

Want a bona fide method to measure how well you’re meeting customer expectations?

Read on for detailed tips to solidify your call center monitoring processes and improve the customer experience.

What Is Call Center Monitoring?

Call center monitoring is the process of listening to calls in real time or once completed for the purpose of agent training and customer service improvement.

Depending on the scenario or business goal, your monitoring may be selective or random.

For example, you can choose certain calls by agent, team, or type to gauge performance and create a benchmark. 

You can also randomize the calls you monitor to remove the possibility of bias. When a computer or algorithm chooses which calls get monitored, no prior history or personal feelings are involved.

In call center operations, monitoring plays a crucial role. It’s not just to ensure agents are following a script or plugging your latest product. It’s also about making sure everyone is providing value to your customers.

When you provide value-enhancing interactions, there’s an 82% probability that your customer will remain loyal when presented with an opportunity to switch. Monitoring a selection of calls is one of the easiest and most effective ways to ensure your agents consistently add value.

Real-time call center analytics dashboard
A virtual call center setup in Nextiva

You can monitor calls in both an on-premises and virtual call center setup. There aren’t any restrictions stopping you from putting call center monitoring in place right now. You just need the right technology.

You may come across several different types of call center monitoring:

  • Live call monitoring: During calls, agents (or software) may flag they need help.
  • Post-call monitoring: If there’s been a bad call, you can check on it instantly.
  • Call center quality assurance monitoring: A formal process to ensure calls meet the expected standard across the board.

In all these scenarios, you will come across different types of calls. The right solution needs to be capable of monitoring all of them.

Types of Calls Monitored

Inbound calls

You can monitor calls when a customer calls into your call center.

Inbound call centers include many types of calls:

  • Customer assistance: Keep track of how well staff perform with first-line queries.
  • Technical support: Record complex troubleshooting to help create better scripts.
  • Billing questions: Keep an eye out for recurring issues and find the root cause.
  • Order statuses: Find out why customers aren’t using self-service options.
  • Complaints: Check if issues could have been solved before they escalate them.

Outbound calls

You can also monitor calls when you make an outbound call. A best practice here is to make sure the person on the other end of the call knows they’re being recorded.

Call centers often play messages or ask agents to state, “This call is recorded for monitoring and training.”

Types of outbound calls include:

  • Sales promotions: Find out what messaging is working for outbound campaigns.
  • Surveys: Measure how effective your research is.
  • Appointment reminders: Gauge if agents are stressing the importance of meeting appointments.
  • Debt collection: Ensure payments are taken in a PCI-compliant manner.
  • Follow-ups: Make sure agents provide all the details customers need so they won’t have to call back.
Outbound call center features for sales reps
Call center features for sales to ace every outbound conversation

Internal calls

Yes, even internal company calls can be monitored.

Types of internal calls include:

  • Agent training: ensure supervisors are providing quality advice to agents.
  • Team meetings: review structure and content on a regular basis.
  • Quality management: ensure agents are adhering to quality standards using a formal plan.
  • IT support: Check for security verification and test against social engineering attacks.

Specialized calls

You may have niche calls where recording and monitoring are of particularly high value. Not recording and monitoring them might have a costly negative impact.

Specialized calls include:

  • High-value customer interactions: Formalize verbal agreements for sales contracts.
  • Dispute resolutions: Capture a unique skill that junior agents can learn from.
  • Crisis/emergency scenarios: Identify vital factors for learning and development.

Randomly selected calls

Using a call center monitoring program, you can randomly select calls to monitor. This ensures unbiased quality assurance.

Sometimes, you might find yourself reviewing calls from the same agent repeatedly. This could be because you’ve witnessed one bad interaction and think they need more monitoring than their peers.

That might be the case. Sometimes, targeted call center monitoring is the right choice. 

Best practice dictates you use random calls for “regular” monitoring alongside flagging certain agents or departments for dedicated monitoring. For example, if one month there is a high number of complaints about technical support, focused monitoring is a good idea.

Flagged calls

Choose to have monitoring systems highlight phone calls based on criteria like duration, tone, or keywords. This is useful to remove the need for constantly looking over the shoulder of agents. 

Instead of assuming a team needs constant monitoring, rely on automated call center technology. It can identify long calls, repeat callers, or curse words in your office.

Call Center Monitoring Best Practices

If you’re new to call center monitoring or haven’t done it in a while, remember these tips.

Set clear objectives

As the old adage goes, failing to prepare is preparing to fail. The same is true for setting objectives at the start of a call center monitoring program.

If you fail to set clear objectives, you waste time listening to calls without a good reason.

Objectives must be:

  • Clear: There is no doubt why you’re monitoring calls.
  • Measurable: You have a set number of calls (and metrics to deem them good/bad).
  • Aligned to business goals: You’re working in line with other business units to better a specific target.

One example of a clear objective for starting call center monitoring is a conscious effort to improve Net Promoter Score (NPS)

What is net promoter score

Suppose you want to improve the likelihood of customers recommending your service. In that case, you must ensure agents are performing at the level you expect, using the latest scripts, and dealing with objections in a friendly and helpful manner.

Related: How To Record Sales Calls: What Team Leaders Need To Know

Conduct regular training

If all you do is monitor agents, how can you expect them to improve?

Continuous training for agents (and supervisors) is vital to the success of your call center. Therefore, the output of your monitoring must become the input of your training sessions.

When you monitor the right combination of calls, you start identifying training needs. From here, you can plan a call center strategy backed by information gathered in real customer calls.

One example is when no one is using the new troubleshooting script. In this scenario, flag it and explain to agents why there’s a new script.

It might be the case that they need more practice and don’t yet feel confident. Use these training sessions as rehearsals for real-world scenarios.

Create a customer feedback loop

Continuous training is most effective when you receive constructive feedback. And there’s no better place to find genuine feedback than your customers.

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

Bill Gates, Microsoft.

Call centers can create a feedback loop by implementing post-call surveys and using online customer survey software.

An example of an online customer survey software
Creating a customer satisfaction survey in Nextiva

When you get feedback, listen to recorded calls to verify complaints and suggestions.

Once given the green light, solving these problems must feed into your training programs.

Use the right platform

When you’re busy managing a call center, it’s hard to work out which calls to monitor, which to prioritize, and who needs the most training.

Selecting the right software pays dividends in terms of productivity, bias removal, and consistency.

You need a monitoring platform that does several things:

  • Integrates with your call center software
  • Provides a holistic view of your call center performance
  • Drills down into low-level analytics

Only when you’ve got the right platform will you see the benefits of call center monitoring.

Develop reporting templates

Ideally, your call center platform will include out-of-the-box reporting templates. You can take these and run with them or make them your own through customization.

A customizeable reporting template from Nextiva
Custom wallboards that make reporting easy and accessible

If you do create your own, make sure you include all types of calls, agents, and scenarios. What you’re aiming for here is uniformity and removal of bias. 

Every reporting template must be based on data and facts rather than personal opinions and external influences.

Consider including the following criteria in your reporting templates:

  • Completes identity and verification
  • Follows script
  • Is polite and courteous
  • Practices active listening
  • Provides a viable solution
  • Asks if they can help further

Uphold consumer privacy

In every scenario mentioned, the privacy of your customers’ information is paramount.

Announcing that calls may be recorded for monitoring and training purposes is a simple and effective method to ensure customers know what’s happening.

Customers may, however, request that calls are not recorded. In these cases, ensure your call center solution can accommodate this.

You may also be subject to legal considerations. If your company has to follow any of these rules, ask your call center software provider for advice before starting monitoring:

  • Health Insurance Portability and Accountability Act (HIPAA): health information must be protected by access and audit controls.
  • Payment Card Industry (PCI) Compliance: payments must be taken without the caller reading out card numbers.
  • California Consumer Privacy Act (CCPA): you must gain consent from customers before retaining their details.

Call Center Monitoring KPIs You Should Measure

When you’re thinking about implementing call center monitoring, the conversation shouldn’t just be about what you’re monitoring; why you’re doing it is equally important.

Your reasons for monitoring should be adjacent to the key performance indicators (KPIs) or metrics you set as a business unit. 

Here are some of the most effective call center metrics you could be tracking.

Customer satisfaction scores

Customer Satisfaction (CSAT) is a metric used by customer service functions to gauge how happy their customers are.

You measure CSAT by conducting a customer satisfaction survey. When you’ve implemented training off the back of your monitoring efforts, you should aim to see a higher CSAT score than previous efforts.

How to create a succesful customer survey

As your score increases, keep doing more of what works when it comes to monitoring and customer feedback loops.

If your score dips, it’s a sign to rethink the content and/or structure of your agent training.

First-call resolution rates

First-call resolution (FCR) is when you solve a customer’s problem the first time they contact your company. 

By calculating the number (or percentage) of client problems solved in one call, your company can better measure the success of its documentation, materials, product design, and call center staff.

To calculate FCR, take the total number of reported issues resolved on a first call, divide that by the total number of calls, and then multiply by 100.

How to calculate first call resolution rate

A solid contact center benchmark for FCR is 70%–75%. But this will vary from industry to industry.

Agent feedback scoring

This is the process of asking customers to score the most recent transaction they had with an agent.

Differing from NPS, this is asking for a score for a specific agent rather than a query about the customer’s overall experience.

For example, Mohammed might have done everything in his power to solve the problem but was let down by technology.

This client might score Mohammed a 10 but still be disappointed they didn’t get a resolution immediately.

Average handle time

Average handle time (AHT) is the amount of time it takes to help a customer in a call center. 

This includes talk, hold, and follow-up time divided by the total number of calls.

Let’s say you had 10 phone calls for the day and spent 50 minutes talking, five minutes on hold, and five minutes adding notes in your CRM.

Your average handle time formula would work out like this:

🛟 [50 mins + 5 mins + 5 mins] / 10 calls = 6 minutes AHT

how to calculate average handle time

Once you’ve calculated your AHT, you can use the figure to optimize staffing. You can forecast the headcount you’ll need if you know the average amount of time to help each customer.

Once you’ve calculated your call volume and AHT, you can enter these figures into an Erlang calculator.

Agent occupancy rate

Agency occupancy rate measures the time call center agents spend engaging customers on live calls and doing admin tasks related to those calls.

You measure the agent occupancy rate by using this formula: 

🛟 (Total Contact Handling Time ÷ Total Logged Time) × 100%

It’s important to balance occupancy rate with agent well-being. It’s no good asking agents to do more if they’re constantly blocked by internal workflow and stress. It’s your role as a contact center leader to enable their success. 

Low occupancy rates may be due to: 

  • Longer breaks
  • Poor agent work habits
  • Duties unrelated to calls
  • Frequent meetings/events/training sessions

Here, we’re talking about agent productivity, agent activity levels, and call quality standards.

You don’t want your agents to be simply going through the motions while waiting for the workday to end.

A productive and motivated agent is more likely to have a high occupancy rate. Most importantly, they’re more likely to stay at your company and provide high quality of customer service.

How Can Call Center Managers Improve Team Performance?

When you start monitoring calls, you open the door to continuous team improvement.

Here are several strategies you can use to enhance performance.

Regular coaching sessions

Both one-to-one and group training sessions are important for continuous improvement in your call center.

Group sessions offer a broader spectrum of learning, like product updates and tweaks to regulations.

One-to-one coaching is a more personal type of coaching. It helps uncover the reasons behind problems or agent struggles, like with new scripts or processes.

In these one-to-one scenarios, make sure you take advantage of monitoring data to identify when things go wrong and reoccurring issues.

Team meetings and calibrations

When teams get together, you have a unique opportunity to share common challenges and best practices you’ve learned. One method that works well is team calibration. 

Team calibration is a great way to drive alignment and consistency in interpreting customer interactions with call center agents. Why? It helps align expectations and the thought processes that go into monitoring calls. 

It might be how one specific customer reacts to an upsell opportunity or constant pushback on opting into a feedback survey. Document a customer experience — such as a new sales or negative review — and work backward to analyze past engagements. 

You can also use these sessions to gauge who will make good matches for peer-to-peer learning. By pairing agents with similar (or different) personalities, you can vary the types of learning new agents receive.

Incentivize the right behaviors

In many call center environments, gamification is a great way to motivate agents.

By rewarding top performers, you create a sense of competition and spur agents to outperform their peers.

A gamified call center experience

Be aware that some people aren’t motivated in this way, though. 

Outside of league tables for most sales and the highest numbers of tickets closed, think about recognition and rewards for things like improvement, contributions to other areas of the business, work rate, and community-based achievements.

Open communication channels

For an agent, there’s nothing worse than not knowing what to do. If your call center culture is to keep everything back until your annual review, open up communication channels to make yourself more reachable for agents.

Start by scheduling regular one-to-one check-ins between agents, supervisors, and managers.

When agents (and managerial staff) know there’s a safe space at a set time, they can prepare questions and concerns and learn before they make a mistake.

The alternative is to bottle up all emotions and take it out on customers.

Top 5 Call Center Monitoring Solutions

1) Nextiva Call Center

Nextiva provides call center technology for small and medium-sized businesses looking for a quick setup and instant results.

The core technology comes with omnichannel functionality like inbound routing, web chat, email, and social media so you can service customers through any channel.

Nextiva - Best Solution for Call Center Monitoring

When you use Nextiva’s call center monitoring, you can access real-time and after-the-fact monitoring. This includes features like call recording, enabling you to listen to all recorded calls online.

Here, you can grade and analyze how your agents are performing, either by selecting calls or choosing to randomize the process.

In-call supervisor features like barge-in allow you to coach agents on the fly. For example, if there’s a difficult call in progress, you can join the call and let the agent know what to say without the caller hearing you.

If the call escalates and you feel you need to take over, the barge-in feature allows you to announce yourself and join or take over.

Call Center Live Monitoring Example - Nextiva

All Nextiva technology is compliant with regulations like HIPAA, PCI, and CCPA. This means you can get set up straight away without the need for security audits.

Nextiva also provides a cloud phone system option. This means you can use one unified solution to record and monitor both internal and external calls. 

The biggest advantage of Nextiva is having everything in-house. Call centers have long desired the “single pane of glass” approach. 

When you choose Nextiva, you choose uniformity across the business alongside a feature-rich and easy-to-use interface.

2) Five9 Contact Center

Five9 is a contact center provider with a major focus on practical artificial intelligence (AI) and automation. 

If removing manual processes and spending more time on human value-adds are top of your agenda, Five9 introduces functionality like 24/7 self-service bot support and predictive analytics.

Alongside its core AI-powered customer experience platform, Five9 includes monitoring features like call center quality monitoring and quality management.

You can monitor real-time calls as well as recordings. When you’re listening to a specific agent, the software highlights agents being monitored with color codes.

Besides recording phone calls, Five9 allows you to record agent’s screens. This enables you to see what they’re doing as well as hear how calls are going.

For example, if agents are experiencing a high average call time, it might be because they don’t know where support materials are stored or are struggling with navigating their call center software.

The major advantage of Five9 is combining its monitoring features with powerful AI. If you’re inclined to use AI for call center operations, Five9 is a great option.

🛟 Did You Know? Nextiva Fully Integrates With Five9

3) Enthu.ai

Enthu.ai is a standalone quality automation platform for sales teams. Unlike Nextiva and Five9, there is no built-in contact center solution.

Instead, Enthu.ai uses AI to capture calls, voicemails, webchats, and video messages and to automatically grade their quality.

By capturing keywords, the AI is looking for opportunities for agents to upsell when a new product is available. It’s also searching for the moment you could’ve put out the fire and prevented the issue from dragging on.

Call center functionality in Enthu.ai
Enthu.ai couples AI capabilities with call center tech (via Webex)

Key features include graphs and charts that show how often you can upsell, cross-sell, and renew.

You can use this data to power your next sales training session, inform sales materials, and feed into product management teams.

The major advantage of Enthu.ai is you don’t have to do any of the work. Once you’ve set up Enthu.ai with your dialer or CRM, AI works in the background and produces an output for you to take action.

4) Gong

Gong is a call recording platform for sales teams. Self-titled as a “revenue intelligence platform,” Gong aims to take the information in your conversations and turn it into insights about different stages of the sales cycle.

Inside the call recording tab, you can set filters and triggers for competitor mentions, alarming words like cancel, and opportunities missed to seal the deal. 

call center functionality in Gong
Filters and triggers available to record Gong calls (via AppSumo)

You also get deal heath scores per account based on the recorded conversations it’s tracking in the platform.

You can also integrate the recording platform into other channels like email and voicemail. Wherever there’s an opportunity to push a deal further down the funnel, Gong is hunting for it.

The major advantage of Gong is the focus on sales. Everything inside Gong is focused on turning a conversation into revenue or a learning experience.

5) Insightful

Insightful is a workforce analytics program designed to keep teams productive. Insightful tracks activities like active time, break time, idle time, and manual time to provide data on how much (or how little) your staff is working.

This activity time extends to tracking which apps are in use so you can see where staff spend their time.

When this data gets captured, it provides a productivity score. You can then see comparisons of how productive/unproductive certain team members or departments are.

Insightful's call center features
Insightful makes tracking agent performance a cinch (via Insightful)

Key features of Insightful include time and attendance reporting, operational efficiency analysis, and technology usage reports. You get a holistic and easy-to-understand view with the option of drilling down to a lower level.

If tracking internal employee productivity and usage is your goal, Insightful does a great job.

As you can probably tell, there’s a lot of software and features out there. When selecting your call center monitoring software, look out for these core features.

Core Monitoring Features Needed in a Call Center Platform

⚡️ Real-time monitoring tools

The ability to monitor phone calls while they’re happening is a must for any call center.

Call center tools like Nextiva allow you to immediately intervene if the situation calls for it. 

Supervisors can judge if an angry customer needs help during a call. They can listen in when customers won’t accept being put on hold.

It might be the case that you use the barge-in feature and join the call. Alternatively, you can use the call whisper feature to speak to the agent only and coach them through the call.

If you use a team chat app, agents and supervisors can exchange messages here too. If agents feel uncomfortable being spoken to by supervisors at the same time as handling a customer, this is a great middle ground.

📼 Call Recording and Playback

Creating a bank of calls means you have an inventory of calls to create new scripts and showcase examples of customer interactions.

For one-to-one reviews or wider training programs, reference your agents’ best calls as an example of what great calls look like.

Thinking about quality assurance, you have all calls stored, so you can work backward and find the root cause of major or common issues.

Call recording is the bread and butter of call center monitoring software. The insights you gain are an invaluable source of training material.

🎛️ Analytics and reporting

What gets measured gets managed.

Yes, it’s a little cliche. But it’s 100% true when it comes to call center operations.

With data-driven insights, your teams can spot trends and make informed decisions instead of guessing.

If there’s a major disruption to your business’ product and you’re flooded with unexpected calls, reporting on how agents handle high call volume can provide great insight for future planning.

With performance metrics like average talk time, average handle time, and first call resolution providing key insights into your business, having them front and center is a must.

Analytics and reporting in Nextiva

Phat Scooters, for example, needed visibility into how their calls were performing. It needed a system to record calls and help the support team maintain conversation quality as the business grew.

After choosing Nextiva to support its customer experience, Phat Scooters is now maintaining quality via advanced call recording and analytics. 

The ability to replay past calls helps them uphold their legendary customer service.

👀 Agent performance dashboards

With access to real-time data, you can see how agents are performing at any given moment. 

In the screenshot below, see how Mark has answered 59 calls this month with a total duration of over seven hours. In comparison, Carol has taken fewer calls but has a higher total duration.

An at-a-glance view like this shows a clear discrepancy between the two agents. From here, you can explore further what the root cause is and bring them back to parity.

Armed with this data, you can provide personalized feedback into your performance-tracking program.

If Carol takes too long to wrap up, she may need conversational training. If Mark is too abrupt, practicing active listening and more patient customer handling may be the key.

Agent performance dashboard in Nextiva
Scorecards help measure and compare agent performance

🗣️ Speech analytics

When you can analyze agent-to-customer conversations, you get a view of how both parties are feeling.

The use of expletives or emotional language during a call is a sign that there is a problem. Likewise, lots of pauses and filler words mean that the agent is struggling to get to the crux of the matter.

If the same words, tones of voice, or irritations keep occurring, you can flag these as areas of improvement and feed them into training schedules.

Speech analytics software does the hard work for you here. Automated programs now detect signs of agitation in the office so you don’t have to.

🔒 Secure data retention

In some cases, due to legal obligations, you may be unable to keep call recordings over a certain period.

Making sure your call center monitoring software allows for time-based storage and secure removal is one of the most important factors when considering monitoring and recording software.

In certain financial institutions, for example, customer data can’t be stored in the cloud. To fulfill this requirement, make sure you can export recorded calls for long-term storage.

🔑 Permissions and access control

Not everyone needs access to agent monitoring and recordings. The standard practice is to empower managers and supervisors.

In some cases, contractual commitments or industry regulations may state that only a certain number of people can access recordings. If this is the case, ensure role-based access or individual access can be configured for your recording software.

You must also think about staggered access for certain features. For example, a senior agent can be more productive if they have access to their team’s call recordings. 

By empowering someone at this level, you remove the need for escalation and help achieve first-call resolution more often.

🔀 Omnichannel monitoring

If you run an omnichannel contact center, you’d be right to want to monitor other interactions like web chat, email, and social media.

To ensure a consistent customer experience, make sure your monitoring software caters to all channels you offer as a means of contact.

Like how you can check for certain words, phrases, and emotions in calls, some monitoring software scans web chats, emails, and social media messages too.

Monitoring calls in an omnichannel contact center
Monitor multiple touchpoints with an omnichannel contact center

If you have a lot of interactions from these channels, ask your prospective provider about omnichannel reporting.

Monitoring Is a Gamechanger for Your Call Center

When considering call center monitoring, you must align the need with your business objectives.

Be it improving CSAT, FCR, or another important KPI, make sure they go hand in hand.

You will need the help of specific monitoring software, and there are some must-have features to look out for, including recording, reporting, analytics, and access control. 

Ultimately, your monitoring goals should aim to improve team performance. This, in turn, will improve the customer experience. 

Call Center Tools Your Team Needs

Scale your team faster with Nextiva.

When agents are happy, empowered, and have access to the tools and training they need, your call center comes together like a well-oiled machine.

Your next step is choosing a monitoring provider to take your call center to the next level. 

Nextiva provides a complete contact center solution with built-in monitoring and recording and delivers a super customer experience. 

ABOUT THE AUTHOR

Dominic Kent

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

Posts from this author

20+ Call Center Features You Should Look For

October 30, 2023 12 min read

Dominic Kent

Dominic Kent

When you’re scoping out a new call center, there comes a time when you just need an in-depth list of features available. Perhaps you’re looking into call center software and want to know which features actually matter most to your team. 

So, let’s cut to the chase.

We’ve listed the best call center features you need to be aware of when planning to buy your next call center solution.

Read on for our top 24!

1. Computer Telephony Integration (CTI)

A dashboard showing computer telephony integration

When a customer calls you, it pays to have all their information on hand.

CTI is the technology that links your computer and phone to bring you features like screen pop, click-to-call, and CRM integration.

When you enable CTI, expect the following functionality and benefits:

  • Screen pops: give agents details about who’s calling and self-service attempts.
  • Call routing: ensures every call gets to the desired destination.
  • CRM integration: ties the enhanced phone and computer experience into your CRM.
  • Call management: lets agents accept, reject, mute, and place calls on hold.

2. Interactive Voice Response (IVR) System

When you hear, “Press one for sales or two for support,” that’s an IVR in action. 

It’s the gateway into your business for callers. 

With customizable call menus, customers choose their reason for calling and get routed to a relevant, skilled agent. This removes the need for constant explanation and passing around of customers.

A smart IVR even comes with voice recognition capabilities that make it easier for your customers to get through to the right department.

The different types of call routing

Customers can say, “I have a query on my December invoice,” and get routed straight to the billing team. There’s no need to hang around for the right option.

If you use chatbots in your omnichannel contact center or run a website that you want to use chatbots on, you can build in IVR technology there too.

Here, we’re talking about intelligent virtual agents (IVAs). Your basic chatbot only responds with pre-loaded information. An IVA, on the other hand, uses natural language processing to simulate human conversation and provide helpful answers.  

IVAs can answer basic queries like, “How much was my last bill?” or “What time does the Arizona store close?” but also route complex queries through to agents with specialized training in the matter at hand.

3. Automatic Call Distribution (ACD)

ACD is intelligent call routing to the most appropriate agent or department, every single time.

With automatic call distribution, you can distribute phone calls based on caller ID, business hours, customer support level, and IVR selections. 

As a result, inbound calls reach the right agent or department quickly and without the caller having to dial a different phone number.

If balancing calls between agents is your priority, you can choose to send the next call to the agent who’s taken the least calls that day.

Sound a little like IVR?

It is. But IVR focuses on getting the customer to the right place, whereas ACD focuses on directing calls to available agents.

If agent balance is your priority, look into ACD. If customer experience is your priority, go for IVR.

Or, for a perfect balance, implement both!

4. Unified Communications Integration

How UCaaS works

Unified communications (or UCaaS) is the solution that looks after your calls, messaging, and video. 

When you use these communication channels throughout the rest of your business, you need your call center agents to have access to the same.

What’s more, you need a streamlined approach for those agents to have constant access between the front and back offices.

With 59% of customers saying they’ll end the relationship if getting help requires too much effort, you must ensure your call center solution integrates with your unified communications solution to streamline collaboration between agents and specialists.

Vendors like Nextiva provide a single platform for both unified communications and call centers, meaning a consistent experience and easy access for all users and agents.

Benefits:

  • Lower average handle times
  • Higher first-call resolution rates
  • Higher net promoter scores
  • Higher customer satisfaction scores

📖 Read the full whitepaper: UCaaS + CCaaS: Never Compromise the Customer Experience

5. Call Monitoring and Recording

Real-time call center activity dashboard for supervisors and agents.

When you monitor and record calls, you open the door to continuous improvement — of both your agents and your processes.

There are two types of call monitoring: 

  • Real-time monitoring: providing on-the-spot coaching and interjection.
  • After-the-fact monitoring: reviewing call recordings to see where things went wrong.

Use these in conjunction to create both a reactive and proactive quality assurance program for agents. You can fight fires on the fly while also creating a formal review program for random or selected calls and agents.

All calls get recorded and securely stored in a cloud-based environment for easy retrieval. You can download the files locally if compliance or regulation requirements dictate so.

Nextiva’s call recordings comply with HIPAA, CCPA, PCI, and other industry standards. 

Related: Best Call Center Software to Try in 2024

6. Predictive Dialer

5 reasons to use a predictive dialer campaign

If you run an outbound call center, or have outbound sales or account management teams, you can benefit from automated outbound calling proven to increase agent talk time and productivity. 

Using pre-configured algorithms, agents no longer need to find and dial numbers to make outbound calls.

Instead, a predictive dialer does the legwork to ensure agents have another call in the queue after completing their current call. 

No time wasted and less chance of failed call attempts.

Predictive dialers are great in these cases:

  • Proactive customer service
  • Lead generation
  • Collecting customer feedback
  • Appointment setting
  • Correcting billing issues
  • Scheduled follow-up calls

7. Inbound & Outbound Phone Calls

Nextiva Business Phone System Supports Inbound and Outbound Calls

When you’re making and receiving calls all day, your customers expect to hear you well. Being accessible to customers via the public switched telephone network (PSTN) is core to every call center.

A VoIP phone system underpinning your calls guarantees high-quality voice calls over the internet. You can attach a physical handset or a softphone with a headset to your VoIP connection and start making HD calls quickly.

Another major benefit of using VoIP is you save money on calls compared to traditional telephony.

For example, the VoIP phone service from Nextiva comes with the following:

  • Unlimited voice and video calls
  • Voicemail to email delivery
  • Complimentary toll-free number
  • Outlook/Google Contacts integration
  • Unlimited internet faxing
  • 99.99% uptime and reliability

8. Softphone Apps

An example of a softphone app

When agents work from home or need to log into call queues between offices, softphones give them access from anywhere.

Inside your softphone app, be it on a computer or mobile, agents can make and receive calls and access their internal colleagues too.

They can get real-time notifications as if sitting at their desks and have the same functionality as if they were at their workstations.

9. Post-Call Surveys

An example of a post call survey

What’s 100x better than assuming your customer had a good call?

Getting immediate feedback.

Using customer experience software, you can create and automatically send surveys that rate agent performance and call satisfaction.

When you capture data like this, you can feed it into training and performance programs, encouraging continuous improvement.

Ask questions like:

  • On a scale of 1–10, how would you rate your call?
  • On a scale of 1–10, how satisfied are you with the outcome of your call?
  • Did the agent resolve your issue?

10. Virtual Queuing

During busy periods, customers get frustrated waiting in long queues.

Instead, you can allow customers to keep their position in a queue without staying on the line.

Unlike a regular call queue, where customers wait on hold until an agent becomes available, a virtual queue saves their position, allows them to hang up, and notifies customers when their turn approaches.

This both reduces hold times and improves the customer experience. 

At the end of the day, we’re all customers at some point. Given the choice, wouldn’t you rather someone held your place too?

Related: What Is Call Queuing & How Do Businesses Use It?

11. Escalation Management

How to create escalation paths in a call center software

When a customer interaction gets heated, escalation to a higher-level agent or department is needed.

Documenting a clear escalation path is paramount for timely escalation handling and resolution, as is enabling agents to be proactive.

When something goes wrong, ensure your call center software empowers agents to flag and transfer calls before they get out of hand.

Reacting at the right time will always result in higher customer trust and satisfaction. Failure to allow agents to self-escalate can only have a negative impact.

12. Whisper and Barge-In Features

The call center manager view to barge into live calls.

When you get the feeling an agent needs help, or if an agent flags their need for help, the ability to coach them through the situation is one of the most powerful call center features.

During live calls, supervisors can join and “whisper.” This means the agent hears the coaching, but the caller is unaware anyone else has joined.

If the situation isn’t being diffused, supervisors also have the choice to intervene and take over (barge in) the call.

Not only is the situation remedied but agents also learn on the spot and know what to do next time around.

13. Self-Service Portals

Self-service call center dashboard - Nextiva

If you have queries that occur time and again, why not move them to a self-service portal where customers can get answers themselves?

By granting access to FAQs, knowledge bases, and troubleshooting guides, you reduce agent call volumes and improve customer satisfaction.

Use a self-service portal to let customers access information like:

  • Billing and invoicing
  • Service status updates
  • Progress of support cases
  • Progress of orders
  • Delivery statuses

14. Skills-Based Routing

Agents can sign into different queues and skillsets for the types of calls they receive.
Agents can sign into different queues and skill sets for different types of calls they receive.

Skills-based routing is a system that matches customer issues with specialist agents. 

It allows you to rank your agents based on their abilities. You can then rank incoming calls by specific skills, which are listed per queue. Your call center software routes calls to agents who are ranked higher in those skills.

The end result?

Customers get through to an agent qualified to answer their particular questions.

What if the best-matched agent is busy on another call?

Dynamic rerouting happens automatically, so you can always ensure that customers are being served by the best possible agent at any given time, improving first-call resolution rates and customer satisfaction.

15. AI Assistance

When there’s the opportunity to make a process more efficient, you must grab it with both hands.

With artificial intelligence (AI) assistance, like that of IVAs, you can automate responses to common queries like:

  • When does my nearest store close?
  • When can I expect my order to arrive?
  • Is there any update on my support ticket?

AI can take care of the menial and repetitive tasks so agents can spend more time providing human value.

If AI can’t fully satisfy a customer query, its machine learning technology knows when to hand things off to live agents.

Learning with every customer interaction, AI is constantly getting better and more personalized when serving your customers. The more customer information you have, the better the customer experience.

16. Quality Management

Quality management features in a call center

What gets measured gets managed.

By using call scoring and evaluation tools for your call center, you can create a quality benchmark that all agents should strive for.

Quality management incorporates feedback tools for agents so supervisors can pick or randomly get assigned calls to run through preset criteria.

Typical quality management scoring includes the following criteria:

  • Completes identity and verification
  • Follows script
  • Is polite and courteous
  • Practices active listening
  • Provides a viable solution
  • Asks if they can help further

Scorers then have the option to add comments about intangible factors if an agent has done particularly well or missed a key item.

You can give this feedback one-on-one or include it in continuous training and development modules.

17. Real-Time Analytics and Reporting

Real-time contact center analytics and trends - Nextiva

When you subscribe to top-grade call center software, you get access to dashboards with live metrics as well as detailed reports on performance and call outcomes.

Real-time metrics include:

  • Call volume
  • Average wait time
  • Average handle time
  • Average time in queue
  • Average speed of answer

These are your during-the-day metrics that managers and supervisors need to know so they can make changes on the fly.

Post-call reporting includes:

  • Trend analysis for continuous improvement
  • First-call resolution rates
  • Number of repeat callers
  • Customer satisfaction scores
  • Customer journey mapping
  • Forecasting accuracy

These are the high-level metrics that inform call center strategy and operations.

18. APIs and Integration Capabilities

If your call center is the beating heart of your customer service operation, think about how important these other components are, too.

  • CRM
  • Emails
  • Knowledge bases
  • Ticking systems

Through the use of open APIs and customizable workflows, you can link your business systems with your call center.

This not only streamlines usage by reducing the number of clicks between apps, but it also enhances functionality through plugins and extensions.

One common example is Salesforce integration. When you combine your phone system or call center with Salesforce, you open the door to essential features like:

  • Call logging
  • Screen pop
  • Click-to-call
  • Task management
  • Integrated dialer

These all help to provide a more productive environment with less need to switch between apps.

19. Text-to-Speech and Voice Recognition

Example of a call or voicemail transcription within the NextivaONE call center software.

If a customer sends you a text message, by error or on purpose, have your phone system read out the message to agents so you never miss a query.

For customers who have difficulty speaking, text-to-speech provides an alternative to writing an email and waiting days for a response.

You can use the same technology in reverse, too. Give your customers the option to say why they’re calling, allowing them to explain in more detail rather than simply, “option one for support.”

Instead, they can say what type of support they need and navigate to the most suitable agent.

The Nextiva Advanced IVR includes a comprehensive applications library that integrates speech recognition with:

  • Voice commands 
  • Text-to-speech
  • Voice biometrics

When used to their potential, you can increase productivity, streamline processes, and improve customer satisfaction, which increases your bottom line.

20. Speech Analytics

Call recording and speech analytics within the call center.

One of the more advanced call center features gaining rapid adoption momentum is speech analytics. It involves using AI to sift through voice interactions and find keywords and sentiments inside conversations.

If customers use expletives or there are long pauses, speech analytics detects these and informs a supervisor. When calls get flagged, you can identify areas of improvement or training needs. 

For example, agents might be skipping key components of your script, like informing customers their calls are being recorded. 

Let technology find the problems so you can focus on solving them.

21. Customer Callback

Customer callback allows customers to request a callback instead of waiting on hold

There’s nothing worse than waiting on hold. In fact, 66% of people say more than two minutes of hold time is too long.

Luckily, there’s a call center feature to combat exactly that.

Customer callback allows customers to request a callback instead of waiting on hold. They select that they’d like to do so, hang up, and then get a call back when the next agent becomes available.

Less time on hold = happier customers.

22. Auto Attendant

An auto attendant is like your virtual receptionist — only you don’t need to spend money on extra staffing resources.

Its most basic function is directing callers to the appropriate department or individual. But it also offers customizable greetings and menu options for a humanized caller experience.

Not only do customers love the personalized menu, but your business also benefits from the efficient handling of high call volumes. Likewise, customers prefer auto attendants to the alternative: multiple call transfers and excessive hold times.

23. Workforce Management (WFM)

Workforce management tools from Five9 and Nextiva help simplify agent schedules.

Workforce management (WFM) ensures you have the right number of agents at the right time. There’s no need for “just-in-case” staffing, and the chance of agents becoming overwhelmed with calls is reduced.

Whether you’re running a remote workforce or a traditional office-based call center, make sure your forecasting volumes are accurate every single time by letting WFM software analyze your data and present forecasts.

Scheduling agents and planning shifts no longer involve hours of sifting through spreadsheets.

24. Group Text Messaging

Nextiva group text messaging

When customers reply to your calls with a text message, your team can read them. Many consumers don’t realize that companies might not see their responses. Now, you can with a cloud contact center platform that spans multiple channels like SMS/MMS.

Imagine having customers take a picture and send it to your team. This way, you’ll be ready to book more appointments.

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

All the Features You Need With Nextiva

There are basic features like call routing and call whisper that you can get from most call center providers. What differentiates top providers from the others is how easily (and quickly) you can gain value right away.

When you integrate your unified communications, CRM, and contact center software together into a single powerhouse solution, everything comes together.

Nextiva contact center in action

Agents are more productive than ever.

Customers are happier than ever.

With the added spice of AI and automation, features like IVAs and virtual queues result in fewer repetitive tasks that agents dislike and more time spent delighting your customers.

Nextiva is the one call center solution that hits all these notes.

And our customers agree too:

“We were able to move away from an on-prem installation with very few features to a full-blown enterprise solution with call center capabilities and provide amazing customer service from an amazing partner.”

Kelly Green
General Manager, AVIT

Ready to experience these call center features yourself?
👉 Get a personalized tour of the Nextiva Call Center.

ABOUT THE AUTHOR

Dominic Kent

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

Posts from this author

Virtual Team Communication: Top Challenges & Best Practices

October 27, 2023 15 min read

Cameron Johnson

Cameron Johnson

Virtual communication channels can fall far behind face-to-face interactions when your workforce consists of in-person, remote, and hybrid teams. 

This creates an internal communication gap between on-site and off-site employees that can become a huge problem if not managed properly.

This guide will show you how to maintain team communication and collaboration across the enterprise for your in-office, remote, and hybrid employees.

What Is Virtual Communication?

Virtual communication is how employees collaborate and interact with each other when they are not working in the same physical space. People often use collaboration software as a means to share information.

Real-time interaction — like virtual calls, online meetings, and instant messages — is an integral part of this, but it also includes:

  • Asynchronous project management
  • Virtual team-building activities
  • Documentation and note-taking

All of this reduces the friction that comes with in-person and remote employees collaborating across multiple locations and time zones. It keeps them on the same page, ensuring tasks are delivered on time and work performance stays at its peak.

A chart showing the different benefits of working remotely (via Buffer)

What Are the Types of Virtual Communication?

For most employees, business communication takes place over many different channels.

Instant messaging apps: Teams, Slack, WhatsApp

About 86% of respondents in a Vitally survey said that chat workspaces are their most-used virtual communication channel.

Instant messaging apps like WhatsApp and iMessage help employees interact with each other in real time. Someone working from home cannot skip over to a colleague’s desk to ask a question. But they can pop them a quick WhatsApp message or jump on a Slack huddle for a chat.

A Vitally survey showing the distribution of virtual communication channels
Distribution of virtual communication channels

Chat workspaces like Slack and Microsoft Teams also let you share files and track all your tasks and updates in one place by syncing with other work tools, like your project management software and email client.

Despite these benefits, instant messaging apps are one of the biggest distractions for remote workers. 

When you’re not in the office with the rest of the team, you risk missing important information. To avoid this, remote workers stay plugged in and check every message notification, even though very few need immediate attention. 

Honestly, the updates in the pet channel can wait. “But it’ll only take a few seconds to read a Slack message,” you may think.

While this may be true, refocusing on your work after a distraction actually takes at least 23 minutes. You could waste an entire hour by checking just three notifications.

Video conferencing tools: Nextiva, Zoom, Google Meet

Sometimes, instant messaging isn’t enough. 

Say you want to organize a workshop for off-site and remote employees. Slack and iMessage aren’t built for that — you’ll need a virtual meeting platform.

Virtual meeting tools let you host engaging video meetings, conferences, and presentations for people in different locations. During these virtual meetups, attendees can chat with each other, contribute to collaborative whiteboards, and share screens and files, among other things.

All in all, these features create immersive experiences that make it feel like everyone is in the same room.

Example of a video conferencing tool for your team - Nextiva
Nextiva provides a virtual meeting experience for your team

As with any technology, video conferencing has its challenges, the most obvious being internet connectivity. Poor or unstable internet connection causes lags and freezes, which ruin the meeting experience. Sometimes, you may even need to reschedule.

🛟 Helpful Tool: Check Your Connection Stability for Live Meetings

However, a bigger problem is how businesses use these tools.

Many companies overload their teams with frequent, long, and sometimes pointless virtual meetings to the extent of hindering their jobs. An Otter report found that employees spend over one-third of their working hours in meetings, leaving little to no time for productive work.

Project management tools: Asana, Trello, Monday

More than 80% of respondents in Vitally’s State of Knowledge Sharing report said they use a project management tool at work.

Project management software gives you a bird’s-eye view of tasks. You’ll see who’s working on what, how far they’ve come, and the due date for deliverables. This helps remote and in-person teams stay on top of goals and responsibilities as they work together. 

After adding a new project to the software, you can map out timelines, assign tasks to collaborators, and share automatic status updates with the rest of your team, among other things. Asana, Trello, and Monday offer templates to help you quickly set up projects, tasks, and to-do lists. They also sync with calendars, email messages, and chat workspaces for better task visibility. 

Example of a project management software
Example of a project management board

Your project management software is only as effective as your maintenance culture. If you don’t archive outdated information, tick off completed tasks, and update delivery dates regularly, employees will miss deadlines, and you’ll lose track of important information.

Knowledge base tools: Confluence, Notion, ClickUp

A knowledge base is a library of information. It’s where you store documentation, onboarding guides, customer tutorials, and everything else your team needs for its job. It will help your team collaborate asynchronously. 

Picture this: John, an on-site employee, needs information from Mary to complete an urgent task. But Mary works remotely, and her day doesn’t start for another five hours. 

Luckily, Mary documented the information in the company’s knowledge base. John goes into the library and finds what he needs quickly instead of waiting.

Example of a knowledge-base tool
Example of an internal knowledge base

As a rule of thumb, if you’re asked the same question three times, document and add the answer to the knowledge base. 

Beyond documentation, a knowledge-based application lets you create collaborative project plans, visualize tasks with whiteboards, and sync lists from your project management tool. 

However, it can quickly become cluttered and outdated if you don’t maintain it regularly. Consider hiring someone to organize and update the content as your business grows.

Email clients: Apple Mail, Outlook, Gmail

Email is the most popular internal communication channel, according to ContactMonkey’s 2023 Global State of Internal Communication report. Businesses use it to interact with employees and customers, track tasks, and save important documents like invoices, pitch decks, and information threads.

If you choose email clients like Gmail and Outlook, you automatically have access to a suite of cloud-based software for running your business. 

Gmail, for example, syncs with Docs, Google Meet, Drive, and Google Calendar. Outlook, on the other hand, syncs with Microsoft Word, OneDrive, Teams, and more. These integrations make it easy for you to move business data around.

Example of an email client (via Gmail)

The biggest challenge with email is clutter.

Hiver’s State of Email study found that employees receive, on average, 180 emails daily and only open slightly over half. If email is your business’s only communication channel, important information will inevitably get buried under a pile of unread messages.

Social media: LinkedIn, Facebook, Twitter (X)

More than 90% of businesses in Sprout Social’s 2023 State of Social Media report said that they use social platforms to learn more about their target audience and build brand reputation and loyalty. 

A Sprout Social study showing how many business leaders use social media to understand their target audience

These platforms help brands connect with billions of potential customers. Sharing content on Facebook, for example, potentially places your brand in front of 3 billion users.

Social channels let companies reach a large audience, but there’s also a lot of competition. You’re competing with other businesses in your niche for your target market’s attention. On top of that, rapid algorithm changes can tank the reach and engagement of your content.

To stand out: 

  • Treat social media as an integral part of your communications strategy.
  • Publish content based on monthly themes and clusters.
  • Use native engagement features like live videos, carousels, and polls to serve your audience and boost content visibility.

Phone calls: Desk phones, VoIP apps, mobile phones

Remote and hybrid teams can also use phone calls for virtual communication. You have three options: Desk phones, VoIP apps, and mobile phones.

VoIP desk phones are the traditional office phones that are connected to a landline. They are reliable and provide good call quality. However, they are limited to a physical location and may not be suitable when some members of your team work remotely. 

VoIP apps allow users to make voice and video calls over the internet. You can use them on computers, tablets, and smartphones. 

Nextiva provides an all-in-one business phone app with advanced VoIP functionality plus other features. It lets users manage their call schedules, chat with their teammates in the app, and join meetings in one click. It’s the best way for remote and in-office workers to connect and collaborate. 

Nextiva VoIP app
Nextiva lets you start calls in a click

Mobile phones are portable and can be used anywhere, anytime. They are especially useful for field workers or employees who are always on the road — however, their call quality drops in areas with poor network coverage.

Challenges With Virtual Communication

Here are the top challenges teams face when communicating between remote, on-site, and hybrid employees.

1. Remote team members may feel isolated from hybrid and in-office team members

Remote workers have always struggled with isolation, which may be compounded as people return to the office.

It’s one thing to miss in-person interactions during a lockdown; it’s another to watch your colleagues form personal connections while you’re stuck behind a screen hundreds or thousands of miles away. You can’t skip over to their desk to talk about the Netflix show you watched over the weekend or join them for a quick drink after work.

A noteworthy impact of having a close friend at work (Gallup)
A noteworthy impact of having a close friend at work (Gallup)

This affects how employees work. In-person employees will find it easier to collaborate with the folks they interact with every day versus their remote colleagues. Analytics firm Gallup found that people with friends at work put more effort into their jobs.

On the other hand, people working remotely may feel left out of meaningful conversations and decisions.

Related: Overcoming Remote Work Challenges: 10 Data-Backed Methods

2. Remote team members may be distracted

Granted, the office has its own set of distractions, like the chatter coming from a call center team.

Though distraction doesn’t ease up when you’re working from home. You’re faced with new situations like kids, pets, or package deliveries. These distractions pull your virtual team members away from their computers, and they’ll need to attend to the interruption before they can return to their desks.

The real problem? While the distraction might only last two minutes (like answering the door for a delivery), it has a longer-lasting impact. It takes over 23 minutes to get back on track after a distraction.

3. Your staff is in different time zones

Are your team members working in different time zones? It’s one of the biggest challenges for virtual communication. Time differences can get in the way more than we’d like to admit.

Let’s say you’ve got a project with a deadline of Friday at 5 p.m. Your on-site team works EST hours, while the remote team works across three time zones: Which time zone are you using for the due date?

Similarly, you might have staff on opposite ends of the world. When your American team is working, your members in Asia are asleep. You’ve got a minuscule window for communication.

It’s not just a global issue. This point applies to businesses in the United States as well. An in-office staffer in California might ask a question at 4 p.m. but not hear back from your remote New York team until the next working day at 4 a.m.

4) Conflicting communication styles

John works in the office. He’s used to rolling over to a colleague’s desk when he has questions and getting a response quickly. Sally, on the other hand, works remotely. She checks Slack and other communication tools at specific times of the day.

Now, they are working on a project together. There’ll be a lot of friction because their communication styles are different. 

John may feel frustrated if he doesn’t get a response from Sally immediately because the delay stalls his work. On the other hand, Sally may find it difficult to concentrate on her work due to John’s frequent messages. 

These differences draw out the project for far too long and affect the quality of the final output.

5) Company culture feels diluted

Remote employees experience company culture differently from in-office workers. Owl Labs found that more than 40% of remote workers find it difficult to fit into their company’s culture. 

When you leave the office to work from home, you don’t have the regular pep talks you’re used to in the office. You don’t have the opportunity to give a team member real-time feedback on why an action was wrong. You lack regular face-to-face communication. You are isolated from the company culture. 

It’s different for your in-office colleagues. They can always stop by your manager’s desk for feedback or have a pep talk with a coworker on the way to lunch. Plus, on-site folks receive company updates long before they make it to the Slack channel. 

When you work from home, it feels like you’re playing catchup with the rest of the team. 

How to Improve Virtual Team Communication

You need to optimize virtual communication channels to keep up with in-person interactions. Here are some tips to help you.

1) Empower your team to do their best work

Create systems and processes that help employees do their best work, regardless of their work arrangement. This goes beyond investing in tools — the best tools cannot compensate for a dysfunctional work environment. 

Start by setting and communicating expectations early. Employees, remote and on-site, should know their roles and responsibilities, task deadlines, and the criteria for assessing work performance. This way, it’s easier for everyone to stay accountable. Nearly 60% of respondents in Hypercontext’s State of High-performing Teams report said that they’re more productive when they understand the company’s goals and expectations for their roles. 

Hypercontext's state of high performing teams report showing percentage of employees who don't feel productive when they don't know their goals

After doing this, leave them alone, really

If you have to watch your virtual team like a jail warden, maybe you’re not cut out for remote work. There is no need to request a task update multiple times a day when it’s not due until the following week — it only hurts trust and productivity.

2. Create a structured onboarding process for new hires

Onboarding is how you set employees up for success. Get it right, and you’ll improve new hire productivity and reduce attrition.

Your goal as a team leader should be to deliver the same onboarding experience to new hires, whether off-site or on-site.

Here are some tips to help you pull this off:

  • Create a step-by-step plan for onboarding new hires, including timelines, goals, and objectives. It should include what they’ll do in their first 30 days and a breakdown of your organization’s processes and tools.
  • Assign a mentor or buddy to help them navigate the company culture and provide support. The buddy should have the same work arrangement as the new employee. Don’t assign an off-site mentor to an in-person employee.
  • Schedule regular check-ins with new employees to see how they’re settling in and resolve any questions or concerns.

3) Define the channels used for virtual communication

Virtual communication can feel overwhelming. On-site employees might struggle with what information to share on instant messaging apps. On the other hand, remote employees might feel like they have to be on Slack or Teams 24/7 to keep tabs on work conversations.

communication plan can help here. It details how people should use each virtual platform, such as:

  • Project management tools for comments and questions related to a specific task
  • Instant messaging for quick questions
  • Email for in-depth conversations unrelated to a particular project
  • Text messaging for mission-critical issues
Business Communication Processes

Once you have a communication plan, it’s time to set expectations.

  • What’s the expected decorum for a given channel?
  • Do you use emojis to vote on a Slack message?
  • GIFs in email?
  • Should in-person employees reply to announcements in Slack?
  • How are decisions made or escalated?
  • Most importantly, what is the default communication method everyone uses?

Having clear answers to these questions makes communication easier. You might still run into instances where your team uses the wrong tool, so use these as learning opportunities.

4) Make information easy to access for everyone

The beauty of working in an office is that you can ask someone for something and get an answer immediately. Remote workers don’t have that luxury. For them, asking about the status of a project or requesting some other information isn’t as simple as dropping by a coworker’s desk.

Establish a system to share information to prevent that from becoming a problem. A remote contributor based in New York might need a file created by your in-office team in Reno. But since it’s outside of the team’s working hours, they can’t ask. The same goes for in-person teams requiring information from off-site colleagues. 

To avoid this, use knowledge base tools to share information asynchronously.

Document important information in a tool like Notion or ClickUp so people can find what they need quickly. Also, establish file naming conventions, especially for version control. A good place to start is to include the date, your initials, and a “draft” or “final” status.

Store your files in folders organized by the department. Remote staff can find what they’re looking for without interrupting a coworker. They can also share information easily without being distracted by someone asking for help.

5) Maintain regular check-ins and 1:1s

It’s easier to tell when an in-office employee is struggling than a remote worker. You pick up subtle body language signals when you’re communicating in the office. But those signals get lost when they’re working remotely, and you’re relying on instant messaging apps.

You can’t tell if a remote employee is having a bad day through their Slack status. That’s why you need to check on them regularly.

It doesn’t have to be a Zoom or Google Meet call. Halfway through the week, pop them a message via your instant messaging app to know how they’re doing and if they need help with any tasks.

Structured performance reviews are important, too.

Managers observe on-site employees’ work habits, productivity, and communication skills daily. However, they do not have the same level of visibility as remote workers, which affects how they assess and evaluate their work. 

For this reason, schedule regular performance check-ins with your team. You can start with a weekly reporting system where you provide feedback about the employee’s work. Then, set up monthly or quarterly calls to discuss feedback in detail, learn more about their career goals, and highlight any aspects of their work that need improvement.

6. Invite remote employees to in-office events

Hosting a quick game or pizza party after work? Ask remote employees if they’d like to attend. You’ll be surprised how many people will say yes. 

In-office events enable off-site employees to get to know their colleagues beyond job titles. When you work from home, most of your interactions with the rest of the team are work-related. You probably won’t ask a colleague what their favorite song or movie is on Slack, but you can do that over wine or pizza when you hang out in person. 

If you have a globally distributed team, consider building virtual team activities into your company hangouts. Your European team might not be able to attend a Friday evening barbeque, but you can send them a gift card or voucher so they don’t miss out on all the fun.

7) Minimize virtual meetings

It’s easy to fall into unproductive meeting cycles when you have a virtual team. 

You want to strengthen the connection between remote and in-office employees. Meetings should help, right? 

Actually, no. They might feel collaborative, but long, frequent, and unproductive meetings are the number one stressor and distraction for virtual teams.

Only schedule a meeting when you need direct and immediate engagement from participants. Communicate asynchronously for everything else: 

  • Share task updates in your project management software.
  • Send quick check-in messages in Slack or another instant messaging app.
  • Share feedback via video.

8. Improve the effectiveness of your virtual meetings

You don’t want to hinder productivity with constant online meetings. You have to make each one matter. Here are seven practical tips for making every virtual meeting more productive.

  • Share a clear agenda with all participants at least 24 hours before the meeting so they can prepare ahead of time. 
  • Only invite people actively contributing to the project. You can always share important notes with the non-participants after the meeting. 
  • Choose a reliable virtual meeting platform without downtime or privacy issues to ensure your meeting goes smoothly.
  • Show new team members how the virtual meeting platform works. Teach them how to set up and schedule meetings, use in-app engagement features like polls, and moderate interactions to have more productive conversations. 
  • Use your project management software to document and assign tasks, review upcoming deadlines, and track project progress. Don’t waste time on routine project updates during team meetings.
  • Log notes and save them to your knowledge base software, like Notion and ClickUp, for people who didn’t attend the meeting. 
  • Leave some extra time for virtual team-building activities and coffee chats to help remote team members connect with in-office colleagues. 

Is ‘Return to the Office’ Killing Virtual Communication?

Businesses want their employees back in the office. Amazon, Disney, and Zoom are some of the big names leading this change. They claim returning to the office will help employees collaborate better and improve workplace productivity and morale, although many workers, especially millennials, are pushing back

Return to office trends
Return to office trends lower in the U.S. (via Bloomberg)

With employees returning to the office, virtual communication might take a backseat to in-person interactions. For example, if you share an update in the office, you might forget to repeat it later in the company’s Slack channel or email remote employees. 

Over time, this disconnects your remote, hybrid, and in-office employees. But this doesn’t have to be the case. 

Learning from remote communication during the pandemic can help you enjoy the best of both worlds. Although employees already understand how virtual communication works, setting new collaboration guidelines will help those returning to the office. 

Equip Your Team With the Right Tech

You’ve got the techniques you need to run a tight ship for your hybrid company. You know how to overcome common challenges and run productive meetings that don’t waste everyone’s time.

But a team is only as good as the tools they use. You must make it easy for your remote and in-office staff to stay connected.

Make connection more accessible with a small business phone system. It’ll keep your virtual team on the same page. It’s the best way to keep your business open for customers and get more work done.

Once you make the switch, you’ll forever bridge the gap between virtual and in-office teams.

ABOUT THE AUTHOR

Cameron Johnson

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

Posts from this author

Top 10 Vonage Alternatives & Competitors for Businesses to Try

October 26, 2023 16 min read

Chris Reaburn

Chris Reaburn

If you’re looking for a Vonage alternative or exploring a new VoIP provider, that’s good news.

It means you’re ready to make your business phone system more flexible and affordable.

And although Vonage offers a solid solution for businesses who crave exactly that, you might struggle with its pricing and scalability if you’re a small or mid-sized business.

Do you want to consider other cloud phone system options beyond Vonage? Then you’re in the right place.

What Is Vonage?

Vonage is a cloud communications provider. It offers voice, video, and messaging services.

Vonage offers its unified communications solution, also known as Vonage Business Communications, to small and mid-market companies with these three pricing plans:

  • Mobile, $19.99/month/line: this basic plan includes unlimited domestic calling, SMS and MMs, and apps on desktop and mobile devices.
  • Premium, $29.99/month/line: get everything from Mobile, plus unlimited video meetings (up to 200 participants), virtual receptionist, integrations, analytics, and support for VoIP phones.
  • Advanced, $39.99/month/line: the highest plan includes everything from Premium, plus single sign-on (SSO), call recording, voicemail transcription, and call groups.

To get these prices, Vonage requires new customers to sign a minimum 12-month contract, subject to early termination fees if canceled within a year.

Adding more lines reduces the cost per line. If you need more than 90 lines, you’ll need to contact Vonage’s sales team for pricing.

Vonage also offers packages for contact centers, conversational commerce, and communications APIs, but they haven’t made their pricing public.

Related: Vonage Pricing: Is It Worth It for Small Businesses?

Why Businesses Look for Vonage Alternatives

1. They want transparent pricing

Successful businesses stay on their toes and adapt to the changes and demands of the industry.

To do that, they need to know which tools and features fit into their workflows and budgets — and for that, they need to know what a solution will cost them without jumping through a dozen hoops.

Vonage doesn’t publish pricing for more than 90 lines, which can be a limiting factor for many businesses.

2. They need a solution that’s friendly for small and medium businesses

Vonage seems to be on a pivot to becoming a CPaaS provider. This makes it a perfect solution for developers and tech teams.

But for smaller, mid-size, or large businesses? Not so much. They need a phone system that’s both flexible and easy to use. Sound like you? Then you’ll need a complete VoIP phone system you can set up quickly — and one that grows and scales just like you do.

3. They need a seamless, glitch-free calling experience

Even though customers seem to be happy with Vonage’s service, some users report issues with call quality, like choppiness and glitching.

For many companies, the quality of customer calls directly correlates with customer happiness and revenue. If that’s you, finding an alternative might be worth the effort.

The last thing you want is to have a customer service or sales call drop, making people think you hung up on them. A quick look at Vonage’s status page suggests there are at least some concerns to be aware of. 

Factors to Consider When Choosing a Vonage Alternative

Here’s what to pay attention to and the questions to ask as you research Vonage alternatives:

  • Features: what are your communication needs? Which features are essential vs. nice-to-have, including call management, admin, productivity, and integration?
  • Pricing: which pricing plans offer the features your team needs? Is there an option to save by upgrading to an annual plan?
  • Ease of use: how complicated is onboarding or setup? How about everyday management functions? Will you need extra IT staff to configure your phone system?
  • Customer support: is live support available 24/7? Will you have to wait long for issue resolution?
  • Call quality: can you be sure that voice calls will always be crisp and high-quality? Have you performed a rigorous network check?
  • Reliability: what’s the risk of downtime? What procedures and redundancies are in place to prevent network issues?
  • Scalability: how easily can you add or change numbers or features as your business needs evolve? Will those tweaks make financial and administrative sense?

With that, you’re ready to dive into the top 10 alternatives to Vonage.

Top 10 Vonage Business Alternatives

1. Nextiva

Nextiva Business Phone Service

Nextiva is a complete cloud phone solution for modern companies. Its plans and features meet the needs of small businesses, growing companies, and large enterprises alike.

Nextiva combines customer support and team collaboration into a single tool. That includes voice, text messaging, video, integration, and powerful call management capabilities. Instead of jumping between a dozen apps, you can make the most impact with just one — Nextiva’s business phone app.

What are Nextiva’s top features?

Nextiva fosters customer happiness and team collaboration with VoIP features including:

  • Call Pop, a feature that shows important call details on your screen, including details about the last interaction and survey responses from that caller.
  • Advanced call routing to instantly send phone calls to the right department, delight customers, manage wait times, and scale your contact center.
  • Team chat, so you can collaborate through instant messaging, screen sharing, message history, and video calls and resolve customer challenges quickly.

Nextiva’s pricing

All three of Nextiva’s plans offer powerful VoIP features while matching small business budgets. Check out the tiers:

  • Essential, $25.95/user/month: get unlimited voice and video calling, voicemail, toll-free numbers, integrations with Outlook and Google Contacts, and unlimited internet fax.
  • Professional, $30.95/user/month: on top of Essential, get unlimited conference calls (40 participants) and video conferencing, screen sharing, multi-level auto attendant, SMS, and MMS on mobile and desktop. You can also integrate with Salesforce and HubSpot.
  • Enterprise, $40.95/user/month: add unlimited participants to voice and video conferencing, call recording, video recording, and voicemail transcription. Also, get SSO and more powerful integrations.

These prices apply to packages of 20–99 users. You can lower your monthly user price by opting for annual pricing. Additional volume discounts might also be available — request your no-obligation quote to see for yourself. 

What makes it stand out from Vonage?

Nextiva provides out-of-the-box solutions to small and mid-size companies, offices, and mobile workplaces. It prides itself on 99.999% uptime and a customer service team that’s both empathetic and hyper-efficient.

Plus, there are the 8,400 Nextiva reviews that average 4.46 out of 5. Customers rate Nextiva highly due to ease of setup, admin features, return on investment, and the power of having everything they need in a single product.

2. GoTo Connect

GoTo Connect business phone service

GoTo Connect is a cloud phone system for small and mid-sized businesses. It includes phone, meeting, and messaging software in a single solution.

It’s part of GoTo’s product suite for businesses that want to connect with their customers alongside webinars, training, customer engagement, and contact center solutions.

GoTo Connect’s top features

Here are some of GoTo Connect’s key features:

  • Customizable call routing that connects an incoming call to the correct endpoint for maximum convenience and productivity.
  • Call filtering lets you provide the right experience to the right caller, like VIP customers or hot leads.
  • Hot desking for flexible working options and easy switching between devices, desks, and locations.

Pricing

GoTo Connect offers two pricing tiers. One is for businesses looking for basic features, and the other is a fully featured phone, chat, and video conferencing system:

  • Basic, $27/user/month: use simplified features like calling from phone, web, and apps. Get access to local and toll-free numbers, call routing, extensions, call forwarding, instant responses, limited recorded greetings, dial plans, ring groups, and call queues. Manage your meetings with team messaging, audio conferencing, and up to 150 participants.
  • Standard, $32/user/month: get everything from Basic along with unlimited recorded greetings, dial plans, ring groups, and call queues, as well as hot desking, online faxing, free international minutes, and better call management and recording. Run meetings with up to 250 participants and with additional meeting management features.

Who’s it best for?

GoTo Connect is a solid choice for companies that are already comfortable with GoTo’s product suite and need simple and straightforward virtual phone features.

3. Ooma Office

Ooma business phone service

Ooma Office is a business phone system focused on small businesses and teams that want to meet with each other, their partners, or customers with ease.

Ooma promises a quick, less-than-15-minute setup, as well as no need for any technical knowledge to do so. It offers a flexible, scalable voice and collaboration solution.

Ooma’s top features

Ooma Office gives all customers access to more than 50 standard features. Here are some highlight functionalities:

  • Virtual receptionist for directing incoming calls and sharing essential information about the business.
  • Extension dialing that makes it easy for a business to branch out when it grows.
  • A mobile app that enables working from anywhere, handling calls and voicemails, sending documents, and call recording.

Pricing

Ooma Office offers three feature-rich pricing tiers, all of which include real-time customer support. Here’s what they are and what they include beyond the 50+ features:

  • Essentials, $19.95/user/month: this plan includes unlimited calling in the US, Canada, Mexico, and Puerto Rico, a virtual receptionist, and a mobile app.
  • Pro, $24.95/user/month: get everything from Essentials, plus a desktop app, text messaging, video conferencing for up to 25 participants, and call recording.
  • Pro Plus, $29.95/user/month: get features from Pro, plus CRM integration, video conferencing for up to 100 participants, hot desking, and call queuing.

Ooma’s website offers a short quiz to help visitors determine the best plan for them.

Ooma provides risk-free signup with a 30-day money-back guarantee in lieu of a free trial.

Who’s it best for?

Ooma Office is tailored to small businesses that implement a hybrid work approach, look for simple call center capabilities, and want to integrate their business communication with their CRM.

4. 3CX

3CX business phone service

3CX is a popular option among MSPs and IT pros. Why? Because it offers plenty of customization and a lower cost than a fully supported phone system. It’s a software-based PBX that can be hosted in the public cloud using Amazon EC2, Google Cloud, or DigitalOcean. 

3CX provides a range of unified communication features (voice, video, and chat) across its mobile, desktop, and web clients. If you like adjusting and configuring your phone system, you’ll be quite satisfied replacing Vonage with 3CX. 

As a heads-up, you will need to provide SIP trunks for 3CX to make and receive calls across the PSTN. This additional setup can be tricky, especially if you’re newer to it. Also, in early 2023, 3CX had a widely publicized security incident that would make any Fortune 500 CTO think twice. 

3CX’s top features

Some of its highly praised features include:

  • Highly flexible platform that supports many different devices and endpoints out of the box.
  • Public cloud compatible for hosting the phone system in the cloud environment of one’s choice.
  • User-friendly for end-users and IT admins, although it may appear to offer too many options. 

Pricing

3CX offers a few different pricing tiers:

  • 3CX Free: free service for up to 10 users, and you’ll need to supply the SIP trunking service and hosting.
  • 3CX Small Business: $175 annually for 10 users, sold through a 3CX partner. 
  • 3CX Professional: $145 annually for 10 users and up to four simultaneous calls, self-hosted and sold through a 3CX partner. 
  • 3CX Enterprise: $180 annually for 10 users and up to four simultaneous calls, self-hosted and sold through a 3CX partner. 

Aside from hosting and user licenses, simultaneous phone calls are a factor in the pricing. If your team members communicate with each other or customers frequently, you’ll need to pay more. 

Who’s it best for?

When thinking about a Vonage alternative, 3CX could be a good option if you are confident in setting up and hardening a cloud environment, acquiring a SIP trunking service, and adjusting communication features. 

5. Dialpad

Dialpad business phone service

Dialpad is a Vonage alternative that provides an intelligent business phone system to companies of all sizes.

For small businesses, it focuses on getting started with a phone system quickly — without extra hardware or dozens of apps. For enterprises, Dialpad is about bringing remote teams together. It makes hybrid work seamless through calls, messages, meetings, and a contact center built into a single workspace.

Dialpad leans into the capabilities of AI, such as transcribing calls in real-time, as well as meeting and voicemail transcription.

Dialpad’s top features

Here are some notable features of Dialpad:

  • Unlimited meetings with high-definition video and audio.
  • Unlimited calling within the customer’s country, the US, and Canada.
  • Real-time analytics and reporting on call volume, usage, and adoption.

Pricing

Dialpad offers three pricing tiers:

  • Standard, $23/user/month: get unlimited calling, messaging, AI features like call transcription and visual voicemail, integrations with Google Workspace and Microsoft 365, analytics, and support over the web and chat.
  • Pro, $35/user/month: use the features from Standard, plus 24/7 live support, integration with Microsoft Teams and CRMs like Salesforce and Zendesk, local numbers in 70+ countries, 25 ring groups, 10 office locations, multiple phone numbers per account, global SMS, and open APIs.
  • Enterprise, price on request: get everything from Pro, plus 100% uptime, unlimited office locations, and ring groups, dial-by-extension, integration with SSO providers, data retention policies, and priority live agent support.

You can lower your per-user monthly pricing by opting for annual pricing.

Dialpad also offers add-ons like room license fees ($34/room/month), additional toll-free or international numbers (from $15/number/month), and additional local numbers (from $5/number/month).

You can try Dialpad for free with a 14-day free trial.

Who’s it best for?

Dialpad might suit companies of various sizes that want to leverage AI in their business communications. But at the end of the day, do you really need AI transcription? 

6. Phone.com

Phone.com business phone service

Phone.com is another Vonage competitor that offers a cloud-based business phone system.

It’s a solution for small businesses that want to be able to communicate wherever they are. Phone.com lets customers use their business phone number on any device, along with call management and collaboration features for efficient collaboration.

This VoIP provider offers voice, text, video, faxing, and conferencing capabilities.

Phone.com’s top features

Phone.com offers key business communication features, including:

  • Call queues to route incoming calls to a specific group of numbers.
  • Voice tagging lets callers pick from a menu option, and the person answering the call can customize their opening based on the chosen option.
  • Account that works on any device, including making calls, sending messages, or launching a video meeting.

Pricing

Phone.com offers three pricing plans, which include:

  • Basic, $14.99/user/month: get 500 pooled minutes, one phone number per account, up to 10 video conference participants, apps, and standard voice features.
  • Plus, $21.99/user/month: all Basic features plus unlimited minutes, one phone number per user, text messaging, up to 25 video conferencing participants with the option of recording, and voicemail transcription.
  • Pro, $31.99/user/month: everything from Plus along with call recording, analytics, CRM integration, and up to 100 video conferencing participants with whiteboard and transcription.

You can lower your per-user monthly pricing by opting for annual pricing, as well as asking for volume pricing.

All plans include a 30-day money-back guarantee.

Who’s it best for?

Phone.com suits small businesses looking for a simple solution that will help them work and collaborate remotely. This includes industries like healthcare, retail, legal, education, and finance.

7. Zoom

zoom business phone service

You already know of Zoom as an online meeting solution, but Zoom also offers a business phone service.

Zoom Phone is a flexible business VoIP service with a single interface for video, voice, messaging, and meetings. It offers apps on Windows, macOS, iOS, and Android.

Zoom’s top features

Zoom Phone offers more than 40 features that make it a solid cloud phone service. The standout features include:

  • Interactive voice response (IVR) that reduces admin workload by engaging callers and routing calls.
  • On-demand call recording for easy call review in the future.
  • Dialing personas to best represent the type of call a team member wants to make.

Pricing

With Zoom Phone, you get most features for call management, admin, and integrations. Three pricing tiers indicate different usage capacities:

  • US & Canada Metered, $10/user/month: you get unlimited internal calling, metered outbound calls, a management portal, domestic SMS and MMS, a US and Canada number, and multi-device use.
  • US & Canada Unlimited, $15/user/month: alongside the Metered features, this plan also includes unlimited outbound calling and an optional add-on for international calls.
  • Global Select, $20/user/month: this option gives you unlimited regional calling in one of 48 countries and territories and a direct dial number.

There are also add-ons, such as toll-free numbers ($5/month), enhanced analytics and insights ($25/month), and additional phone numbers (from $5/month), you can select on top of each plan.

Who’s it best for?

Zoom Phone is a good choice for businesses looking for a user-friendly phone system. It certainly helps if you’re already familiar with Zoom’s platform.

The cost of additional numbers and reporting features can add up fast, meaning Zoom Phone is a better option for stable companies looking for a straightforward solution.

8. Grasshopper

Grasshopper business phone service

Grasshopper is a simple virtual phone service, making it a worthy Vonage alternative for small businesses in the US and Canada. It works by adding a business number and essential call management features to an existing phone.

Grasshopper makes it easy to port over your existing number or select a vanity, toll-free, or local number. Getting started is as easy as creating an account and downloading the mobile app.

Grasshopper’s top features

Grasshopper keeps its features straightforward. Some of the most popular features include:

  • Instant response that texts new callers when you can’t answer.
  • Incoming call control that lets you screen callers, block calls, and set a custom schedule based on your working hours.
  • Vanity numbers that are easy to remember and dial, like 1-800-NAME.

Pricing

Grasshopper offers three pricing plans, which allow access to all of Grasshopper’s features. What differentiates them is the number of users, phone numbers, and extensions:

  • True Solo, $16/month: the right choice for a single user that needs one phone number and extension.
  • Solo Plus, $31/month: gives you unlimited users, one phone number, and up to three extensions.
  • Partner, $51/month: have unlimited users, three phone numbers, and six extensions.
  • Small business, $89/month: get unlimited users, five phone numbers, and unlimited extensions.

You can lower the cost of your subscription by opting for annual pricing.

Grasshopper offers a free seven-day trial on all plans. 

Who’s it best for?

Grasshopper is a solid option for small businesses, especially solopreneurs like photographers or consultants. Since it’s not HIPAA compliant, it may not be a good choice for healthcare organizations that handle sensitive data.

9. CallHippo

Screenshot of CallHippo software, a known Vonage alternative.

CallHippo is a flexible virtual phone system for small businesses. This Vonage challenger focuses on increasing agent productivity, automating workflows, tracking team performance, and lowering the cost of business communication.

CallHippo promises a rapid setup time — less than three minutes from buying a number to making your first call.

CallHippo’s top features

CallHippo offers a rich set of more than 30 features. Their top telephony and productivity features include:

  • Power dialing that automates the dialing process and saves valuable time.
  • Global connect, which maximizes call pickup and conversion rates for international customers based on their time zones.
  • Gamification elements like leaderboards, rewards, and challenges to foster healthy competition.

Pricing

You can choose CallHippo’s office phone system or its call center solution. Both come with their own pricing structure. Unlike many VoIP providers, they charge extra for phone numbers, call forwarding, SMS service, and incoming call charges.

The office phone system’s plans include one free and three paid:

  • Basic, $0/user/month: use click-to-dial, global connect, teams, voicemail, messaging, smart switch, and last called by. You’ll need to pay for numbers.
  • Starter, $20/user/month: get everything from Basic, up to 1,000 calling minutes in the US and Canada, one free number, IVR, 2FA, business hours, and ring all devices.
  • Professional, $35/user/month: use features from Starter, plus unlimited calling minutes in the US and Canada and advanced call management features like recording, analytics, tagging, and ratings.
  • Ultimate, $50/user/month: on top of Professional features, you get access to advanced and custom integrations, custom greetings, a dedicated account manager, and 24/7 support.

CallHippo’s call center solution is available through these plans:

  • Basic, $0/user/month: have unlimited users and features like click-to-dial, global connect, SMS, voicemail smart switch, and forwarding to a device. You’ll need to pay for numbers.
  • Bronze, $20/user/month: get everything from Basic, plus a free number, call routing, webhooks, and paid call recording.
  • Silver, $30/user/month: get everything from Bronze, plus powerful phone features like IVR, call queuing, working hours, call cascading, holiday routing, gamification, and call tagging.
  • Platinum, $50/user/month: on top of the Bronze features, get the full feature package, including auto dialer, call barging, SSO, advanced analytics, and integrations.

You can enrich your plan with add-ons like WhatsApp Business ($15/number/month), website call button ($10/month), and more.

You can lower the cost of your subscription by opting for annual pricing.

CallHippo offers a free 10-day trial with all plans.

Who’s it best for?

CallHippo works well for lighter-duty sales, call center, and support teams. That applies to small businesses and startups, as well as growing teams.

10. 8×8

8x8 business phone service

8×8 is a cloud phone service for businesses that want voice, video, chat, and call center software in one package. That’s not only to keep customers happy but also to keep employees connected and engaged.

It works as a contact center and a unified communications platform, as well as a scalable platform thanks to APIs and integrations.

8×8’s top features

8×8’s features are quite powerful, and they depend on the plan you choose. A few to keep in mind in your research include:

  • Call handling, including caller ID, call forwarding, transfer, park, and ring groups.
  • Barge, monitor, and whisper for supervisors to assist their agents in real time.
  • Integrations with essential CRM, productivity, support, and service apps.

Pricing

8×8 offers five plans. The first two are unified communications plans, while the other three are contact center plans.

These plans include:

  • X2: get all-in-one voice, video, and chat features, including unlimited users and voice calling to 14 countries. You can also run audio and video conferencing for up to 500 active participants, use SMS and team chat, and integrate with Microsoft Teams.
  • X3: use advanced features for call handling and analytics, along with unlimited calling to 48 countries.
  • X6: the first contact center plan includes skill-based routing, IVR, call recording, reporting, and customer journey mapping.
  • X7: get everything from X6, plus multi-channel support and co-browsing.
  • X8: this is an advanced contact center management plan that features everything from X7 plus quality management and speech and text analysis.

To find out the cost of these plans, you must speak with an 8×8 salesperson. 

Who’s it best for?

8×8 is best for businesses that operate on a global scale — those that need a customizable solution to communicate with their customers and within the business.

Finding the Right Vonage Alternative Is Worth It

Let’s be real: each of these Vonage alternatives is a potential upgrade to your current phone system.

You have so many options to choose from — maybe the best one right in front of you? 

Nextiva gives you the perfect mix of advanced features, unlimited nationwide calling, friendly customer service, easy-to-use apps, pre-configured VoIP desk phones, integration, and so much more. It also has attractive pricing, starting from $17.95 per user monthly for 100 users. 

… And it won’t take a tech wizard to set it up, either!

If you’re a small or medium-sized business that wants to move quickly and work efficiently, Nextiva is the best Vonage alternative you can find.

You’ll make your team fully productive and improve your customer experience. Nextiva’s phone system will make you unstoppable.

ABOUT THE AUTHOR

Chris Reaburn

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

Posts from this author

If you think social media is just a digital marketing fad for brands to drive engagement, pause for a moment.

With nearly 5 billion active users across platforms like Instagram, Facebook, Twitter, LinkedIn, and TikTok, social media platforms connect top brands, and their adoption continues to grow.

Social media usage trends (via Datareportal)
Social media usage trends (via Datareportal)

Social media marketing is one of the key marketing tactics for business owners to drive brand awareness among their target audience and boost sales.

The only downside? Managing social media can be overwhelming, especially for small businesses trying to build their brand and get more customer reviews.

Here, we’ll look at several examples from the best brands on social media. We’ll break down their strategies to uncover easy and actionable tips to win over your audience’s hearts and minds.

Nike: Inspiring Real-Life GOATS

Nike is a social media marketing legend, boasting over 400 million followers across various social networks. The iconic shoe brand excels at highlighting the authenticity of professional athletes, offering its audience a glimpse into their daily lives. 

Such content resonates with Nike’s audience, making it relatable and helping the brand ignite social media conversations.

Here are some examples of content Nike typically posts to spark engagement:

  • Sharing behind-the-scenes content. Nike shares photos and video content of athletes training, warming up, or just hanging out with their teammates, giving fans a glimpse into athletes’ real lives.
  • Featuring athletes from all walks of life. Nike’s social media doesn’t solely focus on big names; it also spotlights athletes from diverse backgrounds — both students and professionals. This content instills confidence in fans, assuring them that anyone can achieve their dreams.
  • Telling stories of resilience and perseverance. Nike athletes are celebrated for overcoming adversity and achieving remarkable feats. The brand reinforces these tales on social media to inspire followers to never give up on their aspirations.

Nike embraces a “show vs. tell” strategy in its social media campaigns, solidifying customers’ trust in its products by illustrating how they play a pivotal role in their journey to becoming better athletes and individuals.

A screenshot of Nike's Instagram page showing how it uses inspiring stories from athletes to connect to its audience
Inspiring active lifestyle (via Instagram)

GoPro: Promoting User-Generated Content

GoPro curates and shares its customers’ best photos and eye-catching videos captured with GoPro cameras. New customers can experience firsthand how GoPro captures high-quality, engaging content without much photographer intervention.

This tactic attracts adventure enthusiasts who can’t handle bulky equipment but want to capture high-quality images outdoors. Think about taking pictures while kayaking or rafting. How can you manage the equipment when both hands are in use? Just GoPro!

A screenshot from GoPro's Instagram showing a curated and eye-catching customer video
The ease of capturing every adventurous moment (via Instagram)

Besides user-generated content (UGC), GoPro also produces videos of extreme athletes in-house to keep its social media content thriving. These videos are less than a minute long, making them ideal for Instagram stories and tweets. They’re also easy to share and garner 2.5 times more social media engagement than longer videos.

The video marketing strategy by GoPro is definitely one to take note of.

Netflix: Creating Pop Culture Trends

Netflix is one of the best brands on and off social media. It leads with quirky pop culture trends and funny memes that appeal to millennials. The powerhouse brand responds to the interests and values of this demographic, making it likable, relatable, and popular.

Netflix’s social team is quite active and personable. For example, they regularly post memes from popular Netflix shows or movies and create quizzes or polls asking followers to share their opinions on their favorite characters or storylines. Interactive content keeps Netflix top of mind and makes it fun for followers to engage with its content.

Netflix's Instagram post with a meme from a popular Netflix show
Netflix audience loves #memeified content (via Instagram)

Starbucks: Hand-Crafting Social Media Stories

Starbucks, a coffee giant, boasts a strong presence with nearly 60 million followers across all social media platforms. The brand regularly shares compelling content that showcases its commitment to sustainability. It highlights new menu items, introduces the coffee farmers it partners with, and emphasizes its focus on sustainability.

Starbucks also frequently shares fun facts, coffee tips, and behind-the-scene shots of how its drinks are made to educate its target audience and build brand loyalty. 

A Starbucks Instagram post showing behind-the-scene shots of the farmers that supply its coffee beans
Recognizing the real “coffee-champions” and inspiring authenticity (via Instagram)

Storytelling is evident throughout Starbucks’ tweets and Instagram posts:

  • A video of a barista making a latte with foam art.
  • A photo of a coffee tree with a caption explaining how coffee beans are grown.
  • A video of a Starbucks employee visiting a coffee farm in Guatemala.
  • A behind-the-scenes look at Starbucks’ coffee bean roasting process.
  • A fun fact about the history of coffee.
  • A coffee tip on how to make the perfect cup of coffee at home.

A more ethical and credible brand naturally attracts everyday brand ambassadors.

Dove: Championing the Brand Purpose

Dove’s Real Beauty campaign is an excellent example of connecting social media initiatives with a brand purpose.

The brand consistently promotes body positivity and self-esteem across all its social media channels, including its YouTube channel. It has attracted millions of followers and has established itself as a socially conscious beauty brand.

Dove’s marketing campaigns resonate deeply with its target audience because they are authentic, uplifting, and mission-driven. The brand doesn’t just sell personal care products—it champions the message of self-acceptance and empowerment.

A Dove Twitter post furthering the message of self-acceptance and empowerment.
Every color is beautiful (via X)

Observing how Dove uses the same marketing tools as everyone else provides inspiration for standing out in a crowded market.

The takeaway? Identify your core purpose and align your social media strategy with that purpose. When brands share authentic and meaningful content that aligns with customers’ values, they foster a culture of trust and connection.

Airbnb: Spotlighting Authentic Experiences

Traveling in the post-pandemic era is all about experience-based adventures. People are eager to explore the world and create lasting memories. Airbnb leverages social media to showcase the unique experiences, exotic locales, and exceptional superhosts its platform provides.

Airbnb’s marketing strategy places a strong emphasis on storytelling. This leading brand shares authentic testimonials and vacation tales that promote exclusivity and drive demand across social media platforms. 

The novel marketing campaign helps Airbnb connect with its audience on a deeper level, fostering trust. By highlighting the platform’s unique experiences and diverse offerings, Airbnb draws in new users and inspires them to travel.

An airbnb Instagram post showcasing a new experience in Japan
Unique and authentic experiences to not miss out (via Instagram)

Unlike many tech and e-commerce giants, Airbnb doesn’t host a podcast. Instead, brand ambassadors frequently share their experiences as homeowners and investors — a distinctive approach to conversations about the brand.

National Geographic: Inspiring Through Breathtaking Visuals

With over 300 million followers across social platforms, National Geographic has perfected the art of delivering inspirational and educational content.

Their Instagram account is a prime example, showcasing stunning wildlife photography, unreal landscapes, and captivating creature close-ups. However, its informative and engaging captions truly set Nat Geo apart.

Nat Geo’s captions are not mere descriptions of the photos. They provide context, history, and scientific insights. They also narrate stories about the featured animals and places and often pose questions to ignite curiosity and discussion.

For instance, a recent post on Nat Geo’s Instagram account had the following caption:

An example of a Nat Geo caption providing context, history, and scientific insights into the wildlife
A moment of peace in the African savanna (via Instagram)

National Geographic masterfully balances text and video content, illustrating how nature is a complex and fascinating place full of amazing relationships between different species. This also serves as a reminder of the importance of protecting our planet and its wildlife.

The 135-year-old company has certainly embraced TikTok to connect with a younger and more diverse audience. With over three million TikTok followers eagerly consuming its educational content, it stands out as one of the top brands to follow on social media.

OREO: Being Clever and Timely

When it comes to social media content, OREO takes the crown for its clever, creative, and timely posts. The brand knows how to align its content with culturally relevant moments, grabbing followers’ attention at the perfect time.

For instance, during the 2013 Super Bowl blackout, OREO posted a witty tweet that read, “You can still dunk in the dark.” It went viral, generating millions of impressions.

Oreos famous tweet posted on Twitter, now X.
A dunk that makes life a little bit sweeter & trendier (via X)

This move is now known as the “OREO moment” among social media marketers, often cited as an example of a top brand successfully leveraging an opportunistic event unfolding in real time.

Since then, OREO has also utilized its social media presence to promote new products and flavors in unique and engaging ways. For instance, a recent post highlighted the Barbie phenomenon.

For a cookie that’s been around since 1912, OREO does a phenomenal job of cutting through the marketing noise and achieving exceptional brand loyalty. 

Wendy’s: Throwing Friendly Shade

Wendy’s social media team has fully embraced its role as sassy social media experts. Their Twitter account is renowned for its humorous, biting responses to follower comments and feisty jabs at competitors.

When a follower asked Wendy’s to describe their food in three words, they responded with “Never frozen beef.”

They also tactically called out the “missing beef” from McDonald’s recent marketing campaigns, a key ingredient that helps Wendy’s stand out.

Wendys on Twitter: Where's the Beef?
Wendy’s beefing it up (via X)

Wendy’s isn’t afraid to poke fun. Their distinct, irreverent tone shines through and gets people talking, driving brand awareness and customer loyalty.

Not every small business owner should emulate Wendy’s, but they should consider the attitudes and interests of their target audience. For instance, having fun safely is central to the Phat Rides customer experience. 

Wayfair: Educating and Inspiring

Wayfair is more than just a home goods retailer. Their social media tutorials teach followers how to transform a house into a home. With DIY hacks and insightful tips on platforms like Instagram and Pinterest, they cover topics ranging from design trends and seasonal decorating to organizing small spaces and offering cleaning advice.

Wayfair also prominently curates and promotes UGC, showcasing innovative ways customers have styled their products in their homes. These inspirational visuals garner numerous likes and pins, contributing significantly to Wayfair’s $12 billion annual revenue.

Wayfair showcasing innovative ways customers have styled their products in their homes
Your home is where your heart is (via Instagram)

How Small Businesses Can Win on Social Media

To implement social media strategies on a large scale, you need resources that many small businesses may not have. So, what can they do to adopt the strategies that big brands follow to up their social game?

  • Try influencer marketing. Collaborate with nano or micro-influencers (10,000–100,000 engaged followers) in your niche to increase your reach and credibility.
  • Spotlight UGC. Encourage your followers to tag you in social content featuring your products. Then, repost these photos and videos to boost credibility and build brand trust
  • Follow trends. Use key events like holidays, film and television releases, viral music scores, and more to craft branded social media content that catches the trend wave and engages your audience.
  • Educate and inspire. Post tips, fun facts, and behind-the-scenes content that offers value beyond promotions.
  • Perfect your brand voice. Develop a consistent brand personality that reflects your style and values; social media posts should “feel” like your company.

Consistency, quality content, and engagement are key to building a thriving social community that grows with your business.

🏆 Looking for a powerful social media management solution? 🏆
See how Nextiva simplifies social media for small businesses today. 

Defy Convention to Ace the Social Space

Becoming a top brand on social media begins and ends with consistency, high-quality content, and aligning your interests with those of your audience. It’s more than just using the right hashtag or engaging trendy influencers.

Small businesses need to challenge conformity.

For your target audience to see your brand, remember it, and even talk about it, you have to take chances to stand out. Sometimes, this means being passionately committed to customer success or highlighting a problem that needs to be addressed.

Other times, it’s about ensuring your social media content doesn’t just feel like a marketing campaign but is entertaining, inspiring, or refreshingly honest. 

Related: Noteworthy Social Media Trends for Business Growth

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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Business Listing Management: The Ultimate Guide for SMBs

October 24, 2023 9 min read

Danny Grainger

Danny Grainger

Finding new paying clients is a top priority for any small business or entrepreneur — it’s also a major challenge.

One highly effective way businesses gain better visibility to their target audience is through meticulous business listing management. By ensuring consistent and accurate online listings, businesses can build their online presence, increase local search rankings, and captivate potential customers.

In this guide, you’ll learn exactly how you can take total ownership of your business listings with optimal business listing management methods. 

What is Business Listing Management?

Business listing management is the process of making sure your company’s information is consistently and accurately represented across all digital listing platforms. These include directories, search engines, social media platforms, review sites, and more. 

Your goal with business listing management is to provide potential customers with correct and congruent details about your business, such as:

  • Name
  • Address
  • Phone number
  • Hours of operation
  • Products and services
  • Photos, videos, and other media

But it’s not just about static information. Maintaining business listings involves actively monitoring, updating, and responding to any changes or reviews related to your business. Examples include new products and services, menus (for restaurants), and video tours. 

The Importance of Business Listing Management

Almost half of all Google searches use local search to discover a business. Consumers rely heavily on online data and directories to make informed purchasing decisions. The “near me” phrase has jumped in usage in recent years. 

Online searches that include 'near me' have increased 150% faster than searches without the phrase — Google

This makes managing your business listings an absolutely critical part of your business procedure if you’re to establish trust, improve local search and online visibility, and attract more paying customers. 

There are four main areas where business listing management helps achieve this goal:

Be found in local search results

Most consumers see the first listings in local search engine results like Google, Bing, and Apple. Ranking on top here is critical since they net 24% of all clicks, and 92% of users choose businesses on the first page of the local search results page. 

This illustration by Brian Dean of Backlinko breaks down what’s seen in a local search on Google. Business listings influence both local and organic search results for a local business.

Types of business listings found on a local Google search - Backlinko
Types of business listings found on a local Google search (via Backlinko)

This doesn’t include the Knowledge Graph, where Google surfaces review excerpts, helpful facts, and social media channels. But generally, this gives you an idea of where business listings are commonly shown. 

We suggest claiming and optimizing your Google Business ProfileApple Maps listingsYelp listing, and other directories. Google My Business integrates with Google Search and Maps to display your business info and map location to nearby searchers.

Similarly, having a claimed and updated Apple Maps listing helps you appear in local iOS search results. Monitor your listings on Bing Places as well to maximize search engine visibility.

Appear on relevant directory sites

The fact is that 94% of consumers have used a directory site to learn about a local business within the last year.

With millions of monthly visits, having optimally categorized and updated listings on Yelp, Yellow Pages, Yahoo, and other business directories related to your business is essential for local marketing and discoverability.

Yellow page business listing example for a plumber in Phoenix
Yellow page business listing example for a plumber in Phoenix

Manage your online reviews

Many consumers trust online reviews more than personal recommendations. That means that user-generated reviews on Facebook, Yelp, and, in particular, Google are crucial to your online visibility. 

Monitoring and promptly responding to customer feedback helps manage your online reputation. With advances in search engine optimization (SEO) and Google’s reliance on “authoritativeness” in its algorithm, positive reviews now signal quality to search engines. 

This improves the ranking on search engine result pages (SERPs). Staying on top of reviews on the most popular sites for your industry helps improve visibility and customer experience. 

Here’s an example when looking for reviews about Nextiva. Not only did we earn the top organic spot, but our business listing has been expanded with other additional info for visitors. This additional “real estate” enhances our company’s visibility in search.

Screenshot showing how business listings enhance search visibility - Nextiva

Pay attention to voice search results and featured reviews as well.

For example, “Hey Google, what A/C repair company is open now?” Google would aggregate these insights from local business listings and the user’s location and suggest a couple of top-rated brands. 

Maintain up-to-date listing information

Ensuring all information is correct across your directory listings and maintaining up-to-date listing information is crucial. 

In fact, finding incorrect information on a business listing stopped 63% of consumers from using that business. Plus, 85% of consumers find incorrect or incomplete information in directories, making managing online listings difficult. Remember, consistent business information is essential for proper business listing management. 

Set a reminder to review your name, address, phone number, business hours, and other essential listing details every quarter to catch any discrepancies or necessary updates.

Steps to Manage Your Business Listings

It’s clear that effective local business listing management is essential to online visibility, establishing customer trust, and finding new clients. 

With this in mind, you need to approach local listing management as an ongoing process of optimizing and updating information to make sure your local SEO strategy is effective and profitable. 

Here are the key steps to an effective business listing management plan: 

Step 1: Audit your existing listings

Tracking all the places you are found online (your “local citations”) across all business locations is the first step in your business listing strategy. 

Open an Incognito (or private) browser window. This helps you see a less personalized set of search results based on your past searches. 

Audit where your business is currently listed online. Search for your business name and keywords across search engines, directories, and review sites. Create a spreadsheet of your listings so it’s easy to track in the future. 

Look for duplicate listings or outdated information that could be consolidated, updated, or optimized. 

Step 2: Claim and optimize listing profiles

For any listings you don’t yet control, go through the process of claiming or creating a profile. You may need to provide documentation for verification purposes, such as a utility bill.

For Google, this means verifying your Google Business Profile. Optimize your profile completely by adding photos, descriptions, services, and other details searchers want to know.

Follow the same process for Apple Maps, Bing, Facebook, and any important vertical directories. Consistent, robust profiles help conversions and establish a solid online presence.

Step 3: Expand your listing footprint

Once your core listings are claimed and optimized, expand your listings to any relevant directories for your location and niche. Ensure you continue adding new directory listings to your tracking spreadsheet to help with future listing management. 

Businesses like restaurants, hotels, gyms, salons, and professional services should aim for 50+ high-quality local directory citations. The broader your local listing footprint, the better.

Step 4: Enable real-time updates

The more listings you have, the harder it is to keep them all updated and congruent. This is why enabling real-time updates across your listings makes your life far easier and ensures accurate information across your listings. 

Achieve real-time updates by connecting your listings to your website and business data sources. You can do this with API integration to automatically sync changes to names, addresses, phone numbers, menus, or services.

Step 5: Monitor and respond to reviews

Managing reviews protects your reputation, which is what online business listings are all about. 

Checking review sites regularly and promptly responding to customer feedback cultivates positive experiences and encourages customers to leave more reviews. 

Responding to satisfied customer reviews boosts visibility - Google
Responding to satisfied customers boosts listing visibility.

Politely addressing constructive criticism improves perception and allows you to share your side of the story! Also, monitoring your reviews allows you to report any false or defamatory reviews for moderation. 

Business Listing Management Tools and Services

Upon reading the above processes for managing your online business listings, you’ve undoubtedly thought, “This looks like a lot of work.” 

It is. 

Manually monitoring dozens, if not hundreds, of online listings across multiple search engines, directories, social media platforms, and review sites is time-consuming, tedious, and error-prone. 

Nextiva’s business listing management dashboard
Customer review dashboard of business listings from Nextiva.

This is why most businesses use a business listing management tool to automate much of the heavy lifting. 

All-in-one tools

All-in-one tools are a great solution for any business or entrepreneur looking to offload their business listing management responsibilities and free up hours of their time. 

Nextiva's review management platform streamlines customer reviews in one dashboard.
Nextiva’s review management platform streamlines customer reviews in one dashboard.

Robust all-in-one local listing management tools like Nextiva, Moz Local, and Semrush provide:

  • Listing monitoring across search engines, directories, social media, and review sites
  • Alerts for inconsistent, duplicate, or incomplete listings
  • Bulk profile claiming and updating
  • Real-time sync through API connections
  • Review monitoring and response templates

These solutions combine listing optimization, reputation management, local SEO, and analytics in one dashboard. They’ll save you hours per week managing listings.

Specialized tools

Some businesses, such as startups, small businesses, and solo entrepreneurs, won’t need or won’t be able to afford the comprehensive services of all-in-one business listing management services. 

In such cases, specialized software tools and managed listing services, which focus on specific aspects of listing management, can be good alternatives. 

These include:

  • Listing management: Tools like Yext help claim and update listings across key directories
  • Review management platforms: Tools like Nextiva or Birdeye to monitor and respond to reviews
  • Marketing agencies: Ongoing monitoring and updates across channels based on their talent and software. 

After starting with one of these specialized options, scaling to an all-in-one platform is always a viable choice later.

Related: Review Management: A Comprehensive Guide to Maximizing Your Online Reputation

Outsourcing services

If you want to fully outsource listing management, hiring a local digital marketing agency or freelancer to handle it is possible.

Agencies update and monitor listings across channels and provide regular reports and recommendations. Small business owners can focus on running day-to-day operations without spending valuable hours on tedious business listing tasks.

Business Listing Management Best Practices

It should be clear that consistently monitoring and updating your online business profiles reaps major dividends for local visibility, reputation, and reaching potential customers. 

Whether you choose to manage your business listings yourself or whether you opt for an outsourced option, it’s best practice to ensure you or your provider are continuously doing the following: 

👉 Use a listing management tool

Automating profile monitoring, updating, and reporting through all-in-one management platforms saves time and tracks online reviews the instant they’re published. This should be one of the first investments for multi-location or online-based businesses.

👉 Optimize key details like business name, address, phone number

Critical listing details like your business name, address, location data, and primary phone number should be consistently accurate and synced across all listing sites. This helps citation consistency and local SEO authority.

👉 Maintain a consistent NAP across directories

Name, address, and business phone number (NAP) data is the fundamental information of your business listings. Ensure this is correct and consistent across all online directories, as inconsistencies confuse search engines and customers.

👉 Respond professionally to all online reviews

Being attentive, polite, and constructive in responding to customer feedback online enhances your brand and local reputation. Strive to resolve complaints and encourage positive remarks. 

Some reviews with constructive criticism might also be highly valuable to your operations. Pay attention to what your customers say, and if you see an opportunity to act on their feedback, doing so can help improve your business presence. 

👉 Update listings whenever you make business changes

As you add or change locations, hours of operation, menus, or other details, immediately update listings through integrated APIs or manually for isolated platforms. Don’t let stale business info cost you customers.

For local businesses, specify if you’re open or closed on holidays. Google wants to direct people to companies that confirm they’re open.

👉 Monitor local search results regularly

Search for your business name periodically to check positioning in local pack rankings. Lack of visibility likely indicates listing errors or local SEO gaps that need to be addressed.

Staying on top of your business’ online profiles and reviews ensures customers can find accurate info and engage with your brand digitally. With the right tools and discipline, small businesses can maximize their local visibility through listings.

Business Listing Management FAQs

What should be included in a business listing?

A business listing should include all business information, such as the business’s name, address, phone number, hours of operation, website URL, a brief description, and relevant categories or services offered. Reviews, photographs, and customer comments also help make a review more complete and engaging. 

What are the three most common types of listings?

The three most common types of listings are local directories (e.g., Google Business Profile and Yelp), industry-specific directories (like TripAdvisor for travel), and social media business profiles such as Facebook Business Pages.

What makes a business listing stand out?

A business listing stands out with high-quality images, comprehensive and up-to-date information, and positive customer reviews that reflect exceptional service and credibility. 

Go beyond the minimum. Consider these third-party business listings as mini landing pages that can captivate visitors. Be bold in your messaging to prompt a double-take and make visitors curious about your brand.

Upload or link to video tours and case studies to unmistakably showcase why you’re the best choice. 

ABOUT THE AUTHOR

Danny Grainger

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

Posts from this author

How to Call the United Kingdom from the US

October 13, 2023 6 min read

Dominic Kent

Dominic Kent

International phone calls can get expensive. It pays (literally) to get it right.

If you need to call someone in the United Kingdom (UK) from a phone in the US, you’ve got a few options.

It’s cost-effective to call them using popular online calling apps like WhatsApp or Skype. These are free options as long as you subscribe to the relevant service. 

You can also use online meeting tools like Nextiva, Zoom, or Microsoft Teams.

When you need to physically dial a UK number, like when you don’t have an internet connection, making a call to the UK from American phones becomes a little tricker.

In this post, we include instructions for how to call the UK from a US-based phone number, dissect the intricacies of area codes and mobile phones (cell phones), and run through what you can expect to pay.

Calling in the United Kingdom

Like the US, counties and cities have different area codes in the UK. The majority of UK numbers have 11 digits. A minority of phone numbers have 10 digits. There aren’t any special circumstances for these numbers. It’s a matter of legacy number systems.

A standard UK telephone number looks like this in the UK: 01632960345.

This is commonly broken down into 0 1632 960345.

  • 0 is the country (UK).
  • 1632 is the area code.
  • 960345 is the unique landline number.

UK dial codes by area

In the table below, you can see that not all UK area codes are the same length.

For example, Aberdeen has the code 1224, but Belfast has 28.

This doesn’t change the length of the overall phone number. It’s simply down to historical numbering systems.

It’s worth noting that the area codes in UK phone numbers exist only to separate the geographical location. You can just dial the full phone number when you call a number.

There’s no need to remember any associated area codes and areas. It’s standard practice in the UK to list the complete phone number in any directory, advertisement, or online listing.

CityArea Code
Aberdeen1224
Belfast28
Birmingham121
Blackburn1254
Blackpool1253
Bolton1204
Bournemouth1202
Bradford1274
Brighton1273
Bristol117
Cambridge1223
Cardiff29
Colchester1206
Coventry24
Derby1332
Dundee1382
Edinburgh131
Glasgow141
Gloucester1452
Huddersfield1484
Leeds113
Leicester116
Liverpool151
London20
Luton1582
Manchester161
Middlesbrough1642
Newcastle191
Newport1633
Northampton1604
Norwich1603
Nottingham115
Oxford1865
Plymouth1752
Portsmouth23
Preston1772
Reading118
Sheffield114
Southampton23
Stoke-on-Trent1782
Sunderland191
Swansea1792
Swindon1793
Wolverhampton1902
Worcester1905
York1904

How to Call the United Kingdom From the United States

Calling UK landlines from the US

Before you place a call to the UK, you must enter the 011 exit code.

Next, dial the country code for the UK (44). This replaces the 0 on our example number (01632960345).

Then dial the rest of the phone number as listed. There’s no need to pause when entering the UK area code.

So, you’ve dialed 011 44 1632960345.

Calling the UK from the US

Step 1: Dial the US exit code: 011

Step 2: Dial the UK country code: 44

Step 3: Dial the rest of the UK phone number: 1632960345

You’ve dialed the following:

US Exit CodeUK Country CodeUK Phone Number
011441632960345

Calling UK mobile phones from the US

The process for calling UK mobile phones from the US is the same as calling a landline. The only difference is the digits dialed in the mobile phone number.

There are no area codes associated with mobile phones in the UK. There are many mobile codes relating to different carriers like Vodafone, O2, and EE.

Before you place a call to the UK, you must enter the 011 exit code.

Next, dial the country code for the UK (44). 

Then dial the rest of the UK cell phone number as listed.

So, you’ve dialed 011 44 7700900077.

US Exit CodeUK Country CodeUK Cell Phone Number
011447700900077

Calling UK toll-free and non-geographic numbers from the US

Toll-free numbers in the UK are 0800 and 0808. These become +44800 and +44808 in the US. There is still a charge to call UK toll-free numbers in the US.

Other 08xx and 03xx prefixes in the UK represent non-geographic phone numbers with varying calling costs.

Using the same process, you can call any UK toll-free or non-geographic phone service.

Before you place a call to the UK, you must enter the 011 exit code.

Next, dial the country code for the UK (44). 

Then dial the rest of the phone number as listed.

So, you’ve dialed 011 44 3069990000.

US Exit CodeUK Country CodeUK Non-Geo Number
011443069990000

When to Call the UK

Time zone differences and national holidays are two major factors to consider when dialing a phone number in the UK.

Time zone differences

The whole of the UK runs in the same time zone. So, if you’re calling someone in London, you can be sure they’re in the same time zone as someone in Glasgow or Cardiff.

The UK follows Daylight Saving Time, which has two time zones during the year.

Between the last Sunday in October and the last Sunday in March, the UK follows Greenwich Mean Time (GMT). 

The differences between the US time zones and GMT are outlined below:

US Time ZoneLocal TimeGreenwich Mean TimeDifference
Eastern Time12 Noon5 PM5 Hours
Central Time12 Noon6 PM6 Hours
Mountain Time12 Noon7 PM7 Hours
Pacific Time12 Noon8 PM8 Hours
Alaska Time12 Noon9 PM9 Hours
Hawaii Time12 Noon10 PM10 Hours

In the UK, clocks go forward one hour at 1 am on the last Sunday in March and back one hour at 2 am on the last Sunday in October.

The period when the clocks are one hour ahead is called British Summer Time (BST). In 2023, BST is between 26th March and 29th October.

Note this is a different timescale to when the US has daylight savings time. There is a slight overlap period, which makes for slightly amended time differences.

In the US, Daylight Saving Time starts on the second Sunday in March and ends on the first Sunday in November. It can get confusing during the crossover dates, even when you’ve worked with US and UK folks for 15 years.

It’s always best to be aware of when there’s a crossover in Daylight Saving Time. Use World Time Buddy if you’re unsure of the exact time during this period.

Time zone differences between the UK and the US.

National public holidays

Expect most businesses, except those with dedicated 24/7 support functions, to be closed or operate shortened opening times during national holidays.

The United Kingdom has eight standard national holidays.

Public holiday20232024
New Year’s DayMonday 2nd JanuarySunday 1st January
Good FridayFriday 7th AprilFriday 29th March
Easter MondayMonday 10th AprilSaturday 1st April
Early May Bank HolidayMonday 1st MaySaturday 6th May
Spring Bank HolidayMonday 29th MaySaturday 27th May
Summer Bank HolidayMonday 28th AugustSaturday 26th August
Christmas DayMonday 25th DecemberMonday 25th December
Boxing DayTuesday 26th DecemberThursday 26th December

Note that New Year’s Day is awarded as a national holiday on a Monday when 1st January falls on a Saturday or Sunday.

In special circumstances, the UK can add more national holidays. For example, in 2023, Monday, 8th May, was a national holiday due to the coronation of the new king, King Charles III.

There are also some regional holidays to consider.

Scotland

Scotland has an extra national holiday on 2nd January. If New Year’s Day falls on a Saturday or Sunday, Scotland rolls the public holiday back and celebrates the 2nd January national holiday on the 3rd January.

Scotland also observes St Andrew’s Day on 30th November. Again, the national holiday is pushed to the following Monday if the 30th November falls on a Saturday or Sunday.

Northern Ireland

Northern Ireland has an extra national holiday on 12th July, which marks the anniversary of the Battle of the Boyne. If the 12th of July falls on a Saturday or Sunday, the national holiday is pushed to the following Monday.

How Much Does It Cost to Call the UK From the US?

Calling the UK varies depending on whether you call a landline, cell phone, toll-free, or non-geographic number.

The rates indicated below are taken from Nextiva’s international rate card. These are applicable when you use Nextiva’s VoIP phone system.

Always check with your telephone provider if you’re unsure of the bundled minutes in your calling plan.

UK Call TypeExample Digits DialedPrice Per Minute (USD)
Landline011 (44) 203xxxxxxx$0.02
Cell Phone011 (44) 7xxxxxxxxx$0.58
Toll-free011 (44) 8xxxxxx$1.02
Non-geographic011 (44) 81xxxxx$1.62
Premium011 (44) 9xxxxxxx$3.6

☎️ More Info: Compare International Calling Rates from Nextiva ↗

How to Make Business Phone Calls to the UK Using Nextiva

For security, international dialing is disabled by default on Nextiva accounts. Authorized account holders can enable international calls by contacting support. 

Once that’s enabled, dialing UK phone numbers from the US is easy.

Dialing the United Kingdom from Nextiva

When calling the UK from the US using Nextiva, it would look like this: 

  • Step 1: Dial the exit code 011. This tells your phone service that you are trying to dial out of the United States.
  • Step 2: Dial 44This is the international country code for the United Kingdom.
  • Step 3: Dial the area code. Area codes in the UK span from two to five digits. If you encounter any area code that starts with 0, you can omit the 0 while entering the phone number.
  • Step 4: Dial the phone number. The phone number should have 10 digits, which includes the area code. If it is a mobile number, it will have nine digits.

Tip: When dialing, you don’t need to enter dashes or plus signs.

ABOUT THE AUTHOR

Dominic Kent

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

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