How to Choose Call Center Management Software: 15 Key Features

    How to Choose Call Center Management Software: 15 Key Features
    12:24

    Trying to balance growing numbers of communication channels and interactions with the right call center management software isn’t easy. And with rising customer demands and the demands of AI adoption, fresh challenges are emerging.

    The right tool can make a world of difference in your operations, helping you tackle issues like:

    • Low agent engagement and productivity
    • Weak customer experiences
    • Rising operational costs

    This is exactly where call center management software comes in—but you need to know what to look for (and how to apply it). Otherwise you may end up playing whack-a-mole with different issues.

    In this article, we’ll explore the features you should be looking for in your contact center management software. Then, we’ll show you how you can choose the right solution for your business.

     

    The 15 most important features of call center management software 

    Reporting and analytics

    Comprehensive reporting and analytics provide deep insights into metrics, agent productivity, and customer satisfaction. These tools go beyond basic data collection, offering customizable reports that allow you to track key performance indicators (KPIs) like average handle time (AHT), first call resolution (FCR), and customer sentiment.

    Workforce management (WFM)

    Workforce management tools within call center management software help you optimize staffing levels by accurately forecasting call volumes and scheduling the right number of agents to meet demand. Advanced algorithms can analyze your historical data, seasonality, and current trends to better predict future call volumes.

    Call monitoring

    As the name implies, call monitoring allows you to listen in on calls in real-time (or afterwards) to better understand agent performance and customer experience. Live monitoring enables you to:

    • Provide immediate feedback
    • Guide agents through tough situations
    • Offer extra support

    This ability to monitor calls helps ensure that agents are following proper protocol, using appropriate language, and maintaining a professional tone. Additionally, it helps boost service quality and build agent confidence, while also improving training sessions.

    Quality assurance

    Maintaining high standards for quality is paramount for call centers. And with the rising adoption of AI and automation in call centers, it’s never been easier.

    But if you want to do it effectively, you need quality assurance tools. By evaluating calls against predetermined KPIs—like script adherence, customer empathy, and issue resolution—you can ensure your agents are delivering a great experience in every interaction.

    Real-time dashboards

    Having real-time information at your fingertips can massively impact how your call center operates, providing visibility into key metrics on the fly. With up-to-the-second data available in a readable, accessible view, you can:

    • Get insights into metrics like call queues, agent availability, and AHT
    • Spot performance bottlenecks
    • Monitor agent performance

    All at a moment’s glance!

    Automatic call distribution (ACD)

    ACD software intelligently routes incoming calls to the most suitable agent, team, or department, based on predefined criteria.

    Routing calls according to skills, language proficiency, issue, or agent availability, can dramatically speed up response times (while also boosting your first call resolution rate) by matching callers with the most suitable agent.

    Call routing

    Going hand-in-hand with ACD is your call routing system, which directs callers based on customizable rules like caller history, agent expertise, or department. Advanced routing tools even include priority lines for VIP clients, skill-based routing for specialized issues, and support for omnichannel contact center management software.

    Using call routing guarantees that each customer gets to speak to the most appropriate agent or team, enhancing the efficiency of service while improving customer satisfaction.

    Agent coaching and training

    Integrated coaching and training features within your contact center management software can help provide continuous support for your agents via live feedback, scheduled training sessions, and post-call analysis.

    Plenty of contact center management strategies also include performance management tools and knowledge base options, equipping agents with the tools they need to succeed.

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    Call queuing

    Incoming calls often outpace available agents, with 61% of businesses reporting higher call volumes since the pandemic. Having a call queuing system in place helps keep customers informed and at ease while they wait for an available agent, offering features like:

    • Estimated wait time
    • Custom hold messages
    • Options for automated callbacks

    Call recording

    One of the most effective ways to improve your quality assurance efforts, compliance adherence, and training strategy is by taking advantage of call recording software. It allows you to:

    • Review past interactions
    • Identify training opportunities
    • Assess agent performance
    • Verify information
    • Resolve disputes

    Be sure to look into local and national regulations before setting up call recording options, but when it’s done properly, it can be a foundational part of your QA system—and your call center’s operations.

    Omnichannel support

    Customers are more connected than ever, and businesses need to be available to them, regardless of their preferred platform. An omnichannel approach—one that integrates disparate channels like phone, email, live chat, and social media into one centralized location—can help retain 89% of your customers.

    The benefits of an omnichannel approach include:

    • Better response times
    • Improved customer satisfaction
    • Simpler agent workflows
    • Seamless interactions with customers across all platforms

    With all of your communication channels integrated, agents get a full view of each customer’s interaction history and relevant data, enabling them to provide more personalized (and effective) service.

    Integrations

    Integrating your contact center management software with other platforms (like CRM systems or helpdesk tools) can streamline processes and boost productivity. Giving agents access to customer profiles and data can help:

    Automated callbacks

    One key trend within call center management software is giving customers the option to skip the queue and have an agent call them back directly. Offering automated callbacks shows customers that you value their time and are committed to providing a stress-free, simplified customer service experience instead of forcing them to wait on hold.

    Predictive dialers

    This type of contact center management software helps minimize idle time by streamlining outbound calling. These dialers use algorithms to determine the best time to place calls and automatically adjust the dialing rate based on real-time agent availability. This helps agents focus more on the conversations themselves and less on dialing to find their next contact.

    Gamification

    Motivating your agents is a great way to foster a positive, fun work environment—while also pushing them to reach their targets in an engaging way. Gamification allows them to meet KPIs and metrics while keeping it positive, and using rewards and recognition transforms routine tasks to fun challenges.

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    How to choose the best call center management software: 8 tips

    • Define your specific needs: Start by identifying the challenges you’re trying to solve, like reporting, analytics, ACD, or QA. Figuring out what you’re lacking (and what you need to fill in the gaps) will help you prioritize call center management software that fits within your unique needs.
    • Consider your budget: Look for software that provides the best value, balancing essential features with cost-effective pricing. And don’t forget to factor in potential hidden costs like implementation, training, and ongoing support.
    • Go beyond surface-level vendor research: Don’t rely solely on vendor websites for information. Do your due diligence, read user reviews and ask for case studies to back up their claims.
    • Make sure it’s configurable and scalable: Your call center is constantly evolving, so make sure your software keeps up. Make sure it can adapt to your workflows and scale up and down as time goes on.
    • Check integration capabilities: Integration is vital to modern contact center management software, so make sure that your tools can connect with each other. Good integration capabilities improve agent productivity and keep all of your data accessible.
    • Look for AI and automation: AI-powered tools and automation features help optimize processes and cut down tedious, manual tasks like call evaluations. Using tools with these features can dramatically improve workflows and your QA process.
    • Take advantage of demos and trials: Demos and free trials give you hands-on experience with the software’s interface, performance, and key selling points. Let your team try out these demos too, so you can collect their feedback and spot potential roadblocks before fully committing to a product.
    • Prioritize data security and compliance: Handling sensitive customer data comes with serious responsibilities—and repercussions. Make sure that your call center management software includes robust security features that help you stay compliant with regulations like GDPR and CCPA.

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    Why do you need call center management software? 6 reasons

    Improves customer experience

    Features like call routing and automated callbacks ensure that customers get to agents quickly and efficiently, reducing wait times and improving their satisfaction. Improved call monitoring and data access gives your agents the tools they need to resolve issues quickly and create positive, personalized interactions.

    Increases operational efficiency

    Streamlining processes is key to reducing downtime and maximizing productivity. Contact center management software automates tasks like call distribution, scheduling, and follow-ups, allowing your team to focus on serving customers while management improves.

    Turns data into insights

    Your call center already generates a ton of data, so your software should take advantage of it. These analytics provide a clear picture of your call center’s performance and help you identify areas for improvement.

    Strengthens compliance and security

    Call center software ensures that your business stays compliant with data protection laws through built-in security features like data encryption and role-based access control. Not taking advantage of these features is a big management mistake that can easily lead to massive repercussions.

    Supports agent engagement and development

    Your software provides tools for live coaching, training modules, and performance feedback, fostering a culture of continuous improvement. And with this ongoing support, your agents will feel more engaged, confident, and motivated—leading to better service delivery.

    Makes you flexible and scalable

    Modern call center management software is designed to be scalable, allowing you to adapt to increasing call volumes and expanded service channels. Configurable workflows and integrations also help ensure that your operations remain efficient and can handle problems down the line.

     

    What’s the best quality assurance platform for call center managers?

    Your QA connects every aspect of call center management, giving you insights and feedback that helps you improve every aspect of your operations—throughout your entire call center ecosystem. Using the right platform is essential to nailing your QA processes and delivering that consistent, high-quality customer experience.

    And Scorebuddy is the #1 call center QA tool for managers, offering features like customizable scorecards, AI auto scoring, 100% interaction coverage, detailed reporting and analytics, and seamless integration with your existing call center management software.

    Ready to cut through the challenges of call center management? Contact us today for a hands-on demo to see how Scorebuddy can elevate your QA.

    Get a Free Trial

     

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      FAQ

      What are the benefits of cloud-based call center management software?

      ScoreCloud-based call center management software offers a cost-effective solution by reducing the upfront costs of hardware expenses and maintenance. It’s a scalable solution that allows your business to adjust resources as it grows, and enables virtual call centers as a flexible (and powerful) solution for businesses.

      What’s the difference between inbound and outbound call center management software?

      Inbound call center management software focuses on handling incoming customer calls, with features like call routing, IVR systems, and queue management to improve customer service and support.

      On the other hand, outbound call center management software is designed for proactive customer engagement, including sales, follow-ups, and marketing campaigns. It typically includes tools like predictive dialers and automated calling to improve agent productivity.

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