Call Center Software

Buyers guide

Call center systems share characteristics with both standard business phone systems (also known as PBX systems) and customer service/help desk solutions. At the same time, call center software offers a number of dedicated features for both agents and supervisors that can't be found in other types of business communications solutions.

This buyers guide will cover the major differences and points of overlap between these software categories to help you understand which best fits your needs. We'll also highlight the specific functionality that can only be found in a true call center solution.

Here's what we'll cover:

• What is call center software?
• Standard features and applications
• How call center software differs from PBX and customer service software
• What type of buyer are you?
• Market trends to understand

What is call center software?

Simply put, this is an umbrella term for applications dedicated for use in either a formal or informal call center. The closely related term "contact center software" is in many cases a synonym, but also refers to features used in call centers that handle a number of communication channels in addition to voice (e.g., email, instant messaging, SMS text, social media, and live chat).

Call center software supports the agents whose job it is to assist customers over the phone, or via one of those other channels. It also supports the supervisors who oversee the call center's operations.

Standard features and applications

Here are some common functionalities you can expect to find in a typical call center software package:

How call center software differs from PBX and customer service software

Call center systems are built on the same technology as business phone systems, and offer many of the same features. Additionally, help desk and customer service solutions can be viewed as a specialized category of contact center software.

Here are the major differences:

• Standard business phone service providers don't offer applications such as IVR, dialers, and skills-based routing.
• Call center systems are only appropriate for employees who are working in sales or support teams, though some systems include features for front office employees. Many call center vendors also offer standard phone systems and can deploy both, if needed.
• Licenses for call center systems are, on average, significantly more expensive than licenses for standard phone systems.
• Help desk and customer service solutions offer "trouble ticketing" functionality, i.e., when a customer contacts support, a ticket is created to help agents track the issue until it's resolved. This functionality can be added to call center systems, but it requires integration with a CRM system.
• Help desk and customer service solutions are only appropriate for inbound contact centers. They don't offer features for managing sales campaigns in outbound contact centers.

Similarities and differences between call center, PBX, and customer service software

What type of buyer are you?

We've already seen that there's significant overlap between call center systems, business phone systems, and customer service systems. Different categories of buyers will need different types of solutions:

• Small offices needing call queueing can usually make do with a standard business phone system. (See examples here.)
• Outbound call centers focusing on sales will need a dedicated call center system such as the examples listed on this page.
• Inbound call centers focusing on support can use either:
  • A call center system integrated with a separate CRM system for trouble ticketing functionality.
  • A customer service or help desk system with built-in trouble ticketing functionality.
• Collections agencies need to work with vendors specializing in deployments for this industry segment. These vendors offer tools to help maximize debt recovery rates and to ensure that call centers operate in compliance with applicable regulations.
• Virtual contact centers, i.e., contact centers that rely heavily on remote workers, will need solutions that offer robust mobile apps and softphones.

Market trends to understand

Contact center software has evolved as customers’ expectations and needs have shifted with the rise of mobile devices and social media. The following trends are particularly important to consider when selecting a solution:

Multi-channel contact centers: As more customers seek to engage businesses through other channels than voice (e.g., SMS text, live chat, and email), contact center software has evolved to enable agents to interact via these additional channels. Interactions across all channels in a multi-channel system feed into a unified agent queue.

Social media: Contact center software vendors are increasingly offering modules that allow agents to manage interactions via social media sites such as Twitter and Facebook. New analytics tools also help businesses data-mine social media for signs of potential customer issues before phones start ringing.

Virtual queuing/web callback: Traditionally, callers had to wait on hold to maintain their place in an ACD queue. Now, a new technology known as web callback or virtual queueing allows callers to "virtually" hold their place in the queue after they hang up in order to receive a callback later. While this technology has proven popular with consumers, it's still not a standard offering in call center systems. If this is a must-have feature, you'll need to shortlist vendors that offer it.

Speech/text analytics: Call center reporting traditionally focused on metrics such as call length and call abandonment. Now, systems are emerging that can analyze audio data to detect anger, frustration and other emotions in callers' vocal tones. The results of this analysis can be used to identify trends in the performance of agents and the contact center as a whole.

Text analytics is used to scour textual interactions (e.g., emails, SMS text messages, and instant messages) for certain keywords that indicate frustration or satisfaction on the part of the customer. While powerful, these tools are still relatively rare offerings compared to standard applications such as ACD and call recording.