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CT Ebook 2021 12FeaturesToBeOnTheLookoutForWhenChoosingYourCallCenterSoftware v01
CT Ebook 2021 12FeaturesToBeOnTheLookoutForWhenChoosingYourCallCenterSoftware v01
Just one issue raises, though. How to get started out with your first
call center software? How do you know what features you need if
you’ve never used one of these pieces of software before?
Today, we’ll show you a list of the top features that any business
should look for when choosing their next call center software. We’ll
tell you why each feature is necessary and how it works. Whether you
run a small business with a handful of employees or an enterprise
company with hundreds of people in customer support, these are the
tools you’ll want to look out for.
ENTSCONTENTSCONTENTSCON
Contents
Adoption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Cost. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
12. Callback. . . . . . . . . . . . . . . . . . . . . . . . . . . 30
03 Conclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
cloudtalk.io
12 features to be on the lookout for when choosing your call center software 4
01 /03
THE BIGGEST
CHALLENGES
WHEN MOV-
ING TO A
CALL CENTER
SOFTWARE
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12 features to be on the lookout for when choosing your call center software 5
Adoption
Your customer support team is probably used to handling a set of
features in their day-to-day work. This could include their traditional
phone, live chat, email, social media inboxes, and a variety of other
tools. You could be concerned that they will have a hard time getting
to know and adopting a new tool.
Cost
Are you worried that a call center software might cost you an arm
and a leg? When you compare prices online, it really is hard to deter-
mine what they actually cost including extra numbers, porting fees,
number of minutes, possible add-ons, and more. If you plan to add a
large number of users, you might already see yourself spending thou-
sands of Euros on VoIP every month.
In reality, many tools have flat pricing fees. CloudTalk’s basic pack-
age, for example, costs €20 per user per month when paid annually.
This includes unlimited inbound calls, automatic call distribution, call
queuing, international call numbers, and many other features.
Security
There are many areas in which standard telephone lines are lacking,
but security isn’t one of them. Copper wires cannot be hacked or ex-
ploited in any kind of way. Call center software, on the other hand,
uses your internet connection, opening up opportunities for attacks
and vulnerabilities.
You can base all of your decisions on hard data instead of relying on
guesses and sheer luck.
02 /03
TOP CALL
CENTER
FEATURES TO
LOOK OUT
FOR
cloudtalk.io back to contents
12 features to be on the lookout for when choosing your call center software 10
Having said all of that, there are some features that ev-
ery call center will probably need. Let’s get started.
A call queue is a set of rules for incoming calls that you set up in your
call center options. For example, when a call comes in, it is put in a
You can even use smart call queuing to separate your customers into
different brackets. For example, if a customer is labeled as a high pri-
ority, they will move up the call queue and reach the next available
agent faster than lower priority callers.
In order to provide the shortest possible wait time for your customers,
there are several strategies that can be used when putting them in a
queue. These include:
→ Ring all
→ Round Robin
→ The lowest number of calls
→ Random
The main advantages of call queuing are that your customers will
spend less time waiting and the time they do wait will be more enjoy-
able. If you can’t manage your current number of calls, this is one of
the best features to use.
You can even set up your call center software to record internal calls
between team members.
You may be wondering about the perks of recording calls and if doing
so intrudes on privacy. However, there are quite a few benefits of re-
cording calls:
Call center software tools such as CloudTalk also allow you to re-
cord calls in real time, so you can listen to your agents live when they
are on calls.
There is something that you need to pay attention to, though. Differ-
ent countries have different call recording laws. Depending on where
a customer is from, you will have to let them know that the call is
being recorded and ask them for their permission. In most states, re-
cording calls without explicit permission from your customers could
result in huge fines for your company. It is therefore important to
make sure you’re abiding by the law before turning on this feature.
In order to port your number, your new call center software has to
communicate with your existing phone provider. There are usually two
aspects to this process:
The good news is that every good call center software will have num-
ber porting as a feature, including CloudTalk. Plan the porting ahead
of time before you intend to transition to a new system and you
should be good to go.
It’s crucial to keep your existing phone number if you want to ensure
that your customers can reach you just as easily as before with your
new call center setup.
→ Listen to the call - if you don’t want to interfere, you can just lis-
ten to your agent as they talk to the customer. This will give you
insights into how your agents handle everyday situations.
→ Whisper to the agent - you can talk into your phone and “whis-
per” into your agent’s ear so that only they can hear it. That
way, you can help immediately if they get stuck with something.
→ Take over - if you feel that the agent is struggling and you want
to help them, you can take over the call and talk yourself. Per-
haps the customer is really important or you want to make sure
you close a deal and not let it slip. Then you can join in with one
push of a button.
All of the above allow you to keep a close watch on your agents’ most
important calls and provide help when it’s most necessary. The great
thing is that your customers will have no idea that you’re there, ready
to jump in and save the day. Unless you actually do so, of course.
With CloudTalk, you don’t have to listen to all of your agents’ calls and
decide which ones to help with. Each of your agents has the possibil-
ity to virtually “raise their hand”, signalling that they need help from
a manager or supervisor. When they do this, supervisors will see the
calls that they need to assist with marked in a special color so they
know when to jump in.
onds per number, but those seconds add up. At the end of the month,
you will end up losing hours per agent on a task that could easily be
automated with one of the most crucial call center features.
A predictive dialer does just that - it goes through your list of poten-
tial customers and predicts who would be the best to call next. From
that list of, let’s say, 5 000 people to call, you want the next available
agent to pick the next available number.
Once each call is over, the predictive dialer can give each agent a
certain time frame before a new call is made automatically. That way,
if there are administrative tasks to be completed, enough time is left
for them before the next call is made.
When a tool integrates with your call center software, it allows you to
easily exchange data between the two without opening and closing
both apps at the same time. For example, you can create a new task
in one click from CloudTalk, instead of opening up Asana to do so.
→ Help desk tools - your customers will likely connect with you in
more ways than one. If you have an integration with a help desk
tool, you can easily resume a conversation with a customer
where it finished last time.
Last but not least, one super cool native integration your call center
should have is click to call, which is exactly what it says on the tin.
If an agent comes across a phone number somewhere, that number
becomes clickable. When they click on it, the call center software
starts dialing.
If you tried to make sense out of this situation on your own, you would
have to make a lot of decisions before answering any calls that come
in. Luckily, you don’t have to think about that - your call center soft-
ware can do it for you.
However, not all routing features are the same. Carefully consider the
following list to identify the type(s) you really need.
In short, IVR allows you to create pre-defined menus from which cus-
tomers can choose what kind of problems they have and how they
want to communicate with you. Setting up a great IVR menu is an
art form that will delight your customers if done right. Do it wrong
though, and they’ll hate having to call you. To provide an example,
don’t make it too long.
There are several different types of IVR, and all of them have slightly
different purposes. These include:
→ Multi-level IVR
→ Automatic routing
→ Forward to phone from IVR
→ Send calls to voicemail
Depending on your individual needs, you may use one or all of these
IVR types. Regardless, it’s a great idea to have different options.
All in all, call routing is one of the most useful features of a modern
call center. The types mentioned above are just the most important
ones you should check out, but there are others like:
If someone tries to call outside of your business hours, you can decide
what happens. Some of the possible scenarios include:
You can also set custom business hours for agents who are unavail-
able at certain times.
In some cases, you really want to know the number that a customer
is calling you from because you need their ID. However, there are use
cases when it’s actually better for the customer to keep their phone
number hidden. For example, in a taxi app such as Uber, you don’t
want to store customers’ numbers if they call you.
This is what call masking is all about. When a customer calls you, the
call center won’t show you their actual phone number. Instead. Their
number will be masked and remain anonymous to your agents.
This is a massive security feature that will mean a lot to your custom-
ers who want to remain anonymous. Masked numbers are only shown
for the duration of each call and they expire afterwards.
It also works the other way around. You can have masked numbers
for your own agents too, which is especially useful if they use their
own phones for customer calls.
Of course, you want to make sure that no one except your invitees
gets to join in and listen to calls. For this reason, CloudTalk’s confer-
ence calls are protected by PIN numbers. Only once the correct secu-
rity number is typed in can a person join a call.
A good call center provider will give you a variety of options for toll-
free numbers. They can be purchased for a few Euros per month, per
number and allow customers to call as often as they need for free. In
other words, it’s a major investment in your customer satisfaction that
will pay off after the first call.
Any good call center gives you the chance to buy a large variety of
international phone numbers. Having just one number for customer
support simplifies things, but it’s not usually the best idea for your
customers around the globe.
On a smaller scale, this will make it simpler for your agents to resolve
problems more quickly and easily. Taking a look at the big picture,
your company will seem like a major worldwide business that can af-
ford offices around the globe. International phone numbers cost only
a few Euros per number, per month.
12. Callback
It’s never ideal if a customer can’t get in touch with you. It could be
for a number of reasons - all agents are busy, the customer called
outside of business hours, or something else. In any case, they should
be called back as soon as possible. Instead of doing this manually,
you can rely on a callback feature to handle it automatically.
When customers call you and they can’t reach an agent, the call
center makes note of the attempt to get in touch. When an agent
becomes available, the callback feature automatically contacts the
customer back.
You can set up callbacks exactly how you want. For example, you
could define a rule that says a maximum of 5 callback attempts
should be made within 24 hours of the customer’s original call. Since
this is done automatically, your agents don’t have to worry about re-
membering who called and when.
You can use callback in combination with call queuing for maximum
efficiency. Let’s say customers contact you and they are put in a
queue because there are no agents available to handle their call. In-
stead of waiting in line for someone to answer, they now have an ad-
ditional choice.
Within the queue, they can choose the callback option. In other
words, instead of waiting for 15 minutes in order to reach the first
available agent, they can hang up immediately after requesting a
callback. As soon as someone is able to handle their call, customers
will receive a callback from your call center software automatically
instead of them spending all of that time waiting.
Moreover, they can choose a time that suits them best instead of
getting a callback when they are unable to answer it. This is yet
another seemingly simple feature that both your customers and
agents will love.
03 /03
CONCLU-
SION
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12 features to be on the lookout for when choosing your call center software 33
Conclusion
Choosing a call center software for your business is not an easy job.
There is a lot of competition out there and many providers offering
different services, with pricing which is complex to say the least.
Once you have your heart set on a provider, you need to consider if
the features that they offer match your needs.
Once you have a positive answer to all of these questions, you’ll know
that a particular feature is something you must have in your call cen-
ter software.
And if you’re wondering which software has all of the features de-
scribed above, then look no further. CloudTalk has all of the afore-
mentioned ones, and you can get the most out of them with a basic
subscription that costs just €20 per user, per month.