The ultimate call center checklist

The first thing to establish is your call center business goals. Ask yourself what you are hoping to accomplish.

Why is determining your goals important?

Knowing your long-term goals ensures that everything else you do is focused on them. This will also help you decide what tasks are most important to focus on.

How to determine your goals?

You can hold a goal-setting exercise with your team and go through each call center function to determine how it can improve. Be sure to set both short- and long-term business objectives. Be sure that your plans are ambitious but achievable.

Which tools should you use to determine your goals?

• a call center flowchart to identify pain points
• a process map to get a big picture
• goal tracking platforms such as Asana or Leapsome

Each contact center type has its own unique challenges, so this should be considered at the beginning.

Why is choosing the type of contact center important?

In order to effectively manage the contact center, you need to know what type it will be. Moreover, you should ensure that the one you choose is the right fit for your business needs.

How to choose the type of contact center?

Read reviews, check out your competitors, and stay up-to-date. Today’s market offers a variety of new solutions, including cloud-based and on-premises call centers. Make sure you have a basic understanding of the technology before making a decision.

Which tools help you to choose the type of contact center?

• Forums
• Capterra
• G2

Work out how much money you need to set aside for equipment, salaries, and other associated expenses by estimating the budget.

Why is calculating the budget important?

It’s crucial to have a realistic idea of how much money you’ll spend to set up and run your contact center. This will help you make informed decisions about, e.g., what type of technology to purchase and how many employees to hire.

How to handle calculating the budget?

There are a few key things to keep in mind when calculating your call center budget:

• equipment costs – the price of phones, headsets, computers, and other technology needed to run your contact center
• labor costs – salaries and benefits for employees
• miscellaneous costs – office supplies, rent or mortgage payments, and other expenses
• marketing costs – money needed for advertisements participation in industry events

Which tools should you use to calculate the budget?

There are many different tools available online, including:

• Microsoft Excel
• Google Sheets

Test several call center tools and software solutions before selecting the best one for your company.

This includes phone systems, interactive voice response (IVRs), automatic call distributors (ACDs), phone masking, and more.

Why is it important to test different call center tools?

To find the right one for your business. Each tool comes with its own set of features and benefits, so it’s crucial to pick the best fit for your team.

Some call centers need various automated dialers, DNIS and ANI, whereas others may require unlimited call recording and more collaboration tools.

How to test different call center tools?

Make the most of free trials and demos before making a purchase. Consider such factors as:

• The size of your business helps you determine the type and number of tools needed.
• The type of calls you’ll be handling, to help you determine what features are needed in a tool.
• Your budget, to help you determine which tools are within your reach.

Which tools to test out?

• call center software (e.g. LiveAgent)
• a communication tool (e.g. Slack)
• helpdesk software (e.g. LiveAgent)
• a workflow management tool (e.g. Asana)

Businesses find that integrating call center software with other tools makes managing calls easier.

Why is it important to integrate call center software with other tools?

To better manage your communication with customers, use CRM software to track customer interactions. You can also integrate email marketing platforms to send automated emails after a call, or social media platforms to monitor customer feedback.

How to integrate call center software with other tools?

Before investing in any software or tool, you should check which integrations it provides.

There are a number of different tools that can be integrated with call center software. Here are some common examples:

• CRM software
• email marketing platforms
• social media platforms

After choosing the right call center tools, you should develop an implementation plan. This includes setting a timeline for rollout, outlining who will be responsible for each task, etc.

Why is it important to create an implementation plan?

Creating an implementation plan helps ensure that the rollout of your call center goes smoothly.

How to create an implementation plan?

An implementation plan should include information about what needs to happen before, during, and after rollout. It’s also critical to outline responsibilities by department, so everyone knows who they are accountable to.

Which tools should you use to create an implementation plan?

• spreadsheet software
• project management software

This is a critical step in making sure that your call center runs effectively. It is essential that new employees feel comfortable with the process and understand their responsibilities.

Why is it important to onboard agents properly?

Properly training your agents can help them get ready for their new job. It ensures that they can provide the best customer experience possible. Proper training reduces your call center’s learning curve and increases its efficiency.

How to handle the onboarding process?

It typically includes a combination of training, orientation, and mentorship. It’s important to tailor the process to fit your business, employees, and goals.

A well-planned onboarding process can be challenging. Below are some suggestions to help you out:

Define the goals you want to meet with your training program. What do you hope new employees will learn by the end, and how does this fit into your larger business strategy?

• Outline what your new employees should know and be able to do by the end of their training period.
• Devise a timeline for the onboarding process, including deadlines and critical events.
• Before you begin the rollout, decide what each step will look like so there are no misunderstandings.

Which tools should you use to create an onboarding process?

• e-learning platforms
• onboarding software
• video conferencing software

An effective agent training program typically includes a combination of classroom-style training, e-learning, and on-the-job training.

Why is it important to train your agents?

It ensures that your customers receive quality service every time they call. In addition, it can help reduce the number of calls that need to be escalated to management.

How to handle a training program?

Proper training should include:

• information about your products and services – your agents should know what you offer
• knowledge of policies, procedures, and best practices for customer service

Which tools should you use to train your agents?

• e-learning platforms
• video conferencing tools
• tutorials

You need to create a positive working environment for your call center agents.

Why is creating a positive environment important?

It is vital for maintaining employee morale and ensuring that agents deliver excellent customer service.

How to create a positive environment?

• Allow taking breaks when needed. When an agent is tired or frustrated, they won’t provide excellent customer service, and may even lose their temper with the customer.
• Establish clear rules and expectations. This will help agents know what is expected of them.
• Offer recognition and rewards for good work. A little positive reinforcement can go a long way.
• Don’t micromanage your agents. It can be a source of frustration for employees.

Which tools should you use to create a positive environment?

• reward programs such as Nectar or Bonusly
• raises and promotions
• bonuses

In any customer service environment, there will always be delays and unforeseen problems that arise. To help minimize the impact of these problems, it’s crucial to build “buffer time” into your schedule.

Why is buffer time necessary?

You need buffer time to deal with any issues that arise without throwing off your entire schedule.

It also reduces employee stress, improves customer service, and results in fewer missed calls and upset customers.

How to build buffer time into a call center?

Allocate extra time each day for unforeseen problems and delays. You can handle issues easily if you schedule this time. You can also set up the average call time.

Which tools should you use to build in buffer time?

• call center scheduling software
• time management systems

It can help you ensure that your call center is set up for success. This checklist can include elements like the types of software and equipment you require and the kind of training your agents will need.

Why is a call center requirements checklist important?

It helps you stay on track. A requirements checklist provides you with a visual representation of the factors you need to cover to establish a functioning call center.

How to create a call center requirements checklist?

Consider including the following requirements:

• software – the type of software and equipment needed
• staffing – the types of training agents will need
• business – any other relevant information about how your facility will operate

Which tools should you use to create a requirements checklist?

• Word documents
• spreadsheets

Keeping track of agent performance is crucial to ensure they meet your expectations.

Why is tracking agent performance important?

When your staff is being monitored, they tend to be less distracted and are better at managing their time.

How to track agent performance?

This can be done through daily, weekly, or monthly check-ins. You may also want to consider using software that helps you track employee productivity.

Which tools should you use to track agents’ performance?

• task management tools (Asana)
• call center software (LiveAgent)

It’s essential to look after your call center equipment to be certain that it is working well. Taking good care of your equipment also ensures that you can keep track of any problems with individual items so they can be fixed or replaced if needed.

Why is taking care of call center equipment important?

Regular maintenance of call center equipment can result in lower costs through increased efficiency and productivity, in addition to eliminating stress caused by malfunctioning equipment.

How to handle taking care of call center equipment?

You should check and clean your call center equipment regularly. Every week is the norm. However, do this according to your individual needs.

Which tools can help you to take care of call center equipment?

• the requirements of operation checklist
• a spreadsheet or simple word document will allow you to track and update your information as needed easily

Choose a person to manage the project on a full-time basis. This person will be responsible for overseeing employees’ day-to-day activities as well as analyzing call center metrics and setting objectives.

Why is having a call center manager important?

Every customer service center needs a responsible manager in order to function properly and efficiently. A manager does not only motivate, train and handle staff, but they are the backbone of a call center.

How to choose a call center manager?

You should consider researching and interviewing inside or outside of your company.

Consider hiring a candidate who has worked on similar projects before and has strong leadership and management skills.

Which tools should you use to choose a call center manager?

• LinkedIn
• a spreadsheet to build a candidate database

Creating a phone floor plan allows you to maximize the use of space.

Why is setting up a call center phone floor plan important?

A well-designed floor plan helps ensure that the call center runs smoothly. It keeps the equipment within easy reach of your agents. This increases staff’s productivity.

How to handle creating a call center phone floor plan?

Your call center layout should include:

• the location of each phone station
• the layout of your office space
• a map of the building or campus

Which tools should you use to create a call center phone floor plan?

• Visio
• AutoCAD

If you’re not familiar with these programs, you may want to consult with a professional to help you create a plan that will work best for your business.

Regular audits identify areas that need improvement. They let you know whether any changes are required.

Why is conducting a regular audit important?

Regularly evaluate your call center’s performance to ensure that it is meeting the needs of your business and customers. It allows you to retain customers, cut costs, increase productivity, and boost profits.

How to conduct a regular audit?

You should audit your call center’s performance at least once a quarter.

Analyze customer satisfaction, employee productivity, financial data, and possible opportunities for improvement.

Which tools to use to streamline the audit process?

• Excel
• Google Sheets
• call center software

To stay competitive in today’s market, it’s essential to use technology to its fullest extent. Using the right tools can help you increase productivity and efficiency, allowing your call center to grow as needed.

Why is using technology important?

Technology like CRMs or automation can boost your company’s performance by reducing wait times for customers and increasing agent availability during busy periods.

How to use technology to improve productivity?

You should consult with a specialist to determine which solutions are best suited for your call center. They can help you choose the right tools and set them up.

Which technology should you use to improve productivity?

• CRM
• predictive dialers
• IVR systems
• phone systems
• chatbot software
• Intelligent call routing