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Evaluating if the integration between your WFM & CX platform will be a big “Yes” - Calabrio - Blog

Evaluating if the integration between your WFM & CX platform will be a big “Yes”

Join Dave Hoekstra, WFM Evangelist, as he enters the realm of customer service integrations. If you’re interested to discover the integration potential between your existing platforms and a new WFM solution, Dave offers Teleopti’s four key considerations.

In today’s digital world, there are so many options to deal with. We are constantly bombarded with choices as to which product will suit our needs. The options that are available to us in our personal lives are staggering, but the same conundrum applies in the customer service world. It is not uncommon to have completely different software solutions for phone calls, chats, emails, and CRM cases. In some instances, that can be four or five different vendors to manage, with four or five different reporting structures. When evaluating potential vendors, did any of these questions come up in your contact center?

  • Which communication platform should we use to manage our inbound calls?
  • Does that platform handle chat and emails too, or will we need a different platform to handle those?
  • Will the platform integrate with our current software, such as CRM, surveys, or call recording/Quality Monitoring?
  • What happens if we buy something and it won’t integrate?

One question that is often overlooked during the process might be one of the most important:

  • Will this platform integrate with my Workforce Management software?

At Teleopti, we are often asked if we can integrate with a platform that is already established. Once the platform is in place and running, it is usually not an option to change the platform simply to ensure integration with a potential WFM solution, so the question now turns to:

  • Can Teleopti integrate with Platform “X”?

The good news is that the answer to this question is almost always “yes.” Whether we are talking about a well-established platform that has been in the contact center space for years (for example, a mammoth company that has made ACD software for 30 years) or a new, cutting edge CRM platform that is just entering the customer service field.

So how does Teleopti approach the question of integration? To just say “yes” is easy, but it quickly falls apart if there is nothing to back up such an answer. There are consequently several factors that play into answering “Yes.” So, you can understand your WFM integration potential better, here are the important factors that Teleopti considers before answering, “Yes, we can integrate with that!

1. Determine if the data is accessible.

Usually, the answer is yes, but there are situations where we simply cannot get the proper data that we need for the integration. A good example of this is if you use an off-the-shelf email program to answer your customer service emails. If that program does not track how many emails you receive and provide some sort of reporting, you have to resort to manually counting all emails. For most well-established software platforms, this isn’t an issue, but for some platforms that are newer on the market, things can get a little more difficult. A good rule of thumb is if you can run a report that shows how many interactions were received, especially by interval, you are in pretty good shape for an integration.

2. Find out how to get that information into your WFM software.

There are several tried and true methods of getting data out of your platform, but it all depends on the capability of the platform. We might be talking about flat file transfers, API connections, XML, or ODBC (database queries), but usually, if we can get information out of the platform systematically, things are looking up. Teleopti has integration experts that can help determine the right way to extract data from your platform and get it accurately into the WFM solution.

3. Consider exactly what you are trying to count.

With phone systems, this is easy. We are counting how many phone calls came in during a specific interval. But with complex databases like CRM, POS systems or banking systems, things get a little messier. Are we counting the number of cases that are opened, or does it make sense to count closed cases? What about cases that are opened, put on hold, and reopened several times over the course of a week? How many customers came into your store, or should we count total transactions? If you are having trouble answering these questions, so will a vendor like Teleopti. Understanding what needs to be tracked can be an integral part of creating a strong integration.

4. Ask the big question: is the integration worth the time and expense?

Sometimes, the answer is no. Maybe you don’t have a lot of employees handling that type of media, so a full integration might not provide the full benefit of a larger deployment. In that case, we might recommend manually entering the data into Teleopti WFM using our easy import methods. Instead of the software doing the work for you, entering the data into a template and adding to Teleopti WFM might be the smarter path, and it is easy to do! Discussing these options with a Teleopti representative might save you a lot of time, money, and headache. But if you see a certain channel is a huge source of customer demand and pull on employee resources, then it is worth creating the groundwork for higher automation, greater accuracy and lower effort in the long run.

Rest assured, if your data exists, you can probably integrate your WFM solution with it. It’s certainly a probability with Teleopti; we have out-the-box integration options to many platforms whether communication, CRM, or QM etc. Understanding the how and why of integrations can really assist in the decision-making process. Teleopti is always willing to assist in reaching those goals but knowing what makes sense before you start the journey can make the journey a pain-free process.

Speaking of integrations, read more about Teleopti Payroll Integration, an export of data generated from employee work schedules in Teleopti WFM, which can be imported directly into a payroll system.


Publish Date: February 25, 2019 5:00 AM

2020 Buyers Guide Training


Call Centers
Contact Centers
Admin Training
Supervisor Training

Davis-Mayo Associates

"Service Excellence" Customer Service Training
Live onsite training for your teams. Experienced by more than 450,000 people in 48 US states and 18 countries. No-nonsense approach by our experts with field-test content customized to your situation and using your scenarios.

Lieber & Associates

Training Executives, Managers, Supervisors, and Reps
Lieber & Associates provides training for all levels of the contact center team. The firm customizes its off-the-shelf trainings to meet your specific company needs,

Executive and manager sessions address topics such as customer experience, metrics, technology, AI, and video calls. Supervisor sessions train your leaders to better coach and motivate reps. Phone staff modules include sessions on customer service, order-taking, cross-selling, handling difficult calls, phone "soft skills," and more.
PH: +1-773-325-0608

Manitoba Customer Contact Association

Making Training and Development Part of Your Corporate Landscape

Organizations are always on the look out to save money and make more profit. Usually when it comes to crunch time some leaders will scrap training in order to tighten the belt. The downside of this is the cycle it creates.

Because some employers see training as a flexible benefit, employee development is often taken off the table. When employees don’t feel valued it becomes easy to see a revolving door. The constant need to hire goes up which ultimately means costs go up; we know that hiring costs more than retaining the right people.

Start the conversation: Explore our Training Page
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PH: 204-975-6468

Orion Learning Services Inc.

Learning & Development
Learning & Development for Agents, Supervisors, Managers and Administration/Support Staff

Orion Learning is a global leader in providing accredited learning and development solutions for organizations globally. We offer call/contact center certification programs for Agents, Supervisors and Managers, business certifications and examinations for wide range of topics including project management, change management and service management, leadership soft skills and a full suite of assessment tools which can be used for recruitment, talent management, succession planning and coaching/mentoring. We deliver our solutions to global community and all of our solutions are delivered digitally.
PH: 1-416-992-5158


VADS Training Center
PT VADS Indonesia as a Learning Center provides trainers, modules, development programs for individuals and teams. VADS Indonesia owns a vast curriculum for training provided by local trainers with flexible training locations that can be arranged at the client's place or PT VADS Learning Center. VADS Provide knowledge process, transformation consultancy, customer service training, leadership training, interpersonal development, and training for trainers.

Benefit :
- Customizable training by experienced trainers
- Increase motivation and engagement
- Improves customer service skills and knowledge
PH: 0217991445

The Forum

Get connected to raise standards. Established in 2000, we are celebrating 20 years of best practice, our community of professionals is recognised as the ‘go-to place’ for innovation in customer operations, from contact centre and digital to field, back office, branch & retail services, working across all industry sectors.

We offer an independent and trusted space for learning and sharing, proud to welcome members are into a thriving and active community to network with other like-minded professionals. Benchmark against the best in class and learn from innovators and pioneers. Our team of independent experts can also offer bespoke advice, consultancy and training. We have helped many organisations develop the capability of their vital support functions.
PH: +44 (0)3331235960

View more from Calabrio

Recent Blog Posts:
Data is everything in the new era of customer serviceMay 20, 2019 5:00 AM
Real-Time Adherence – the art of smarter schedulingMay 8, 2019 5:00 AM
Evolving employee engagement with Workforce Management (WFM)April 30, 2019 5:00 AM
Guest Blog: There’s a brighter future for contact centre agentsApril 12, 2019 5:00 AM
Centralized or de-centralized WFM: 5 ways to strike the perfect balanceApril 8, 2019 5:00 AM
How patient are your customers? Erlang A may have the answerMarch 25, 2019 5:00 AM
Evaluating if the integration between your WFM & CX platform will be a big “Yes”February 25, 2019 5:00 AM
The whole organization is a customer service center – not everyone knows it yet!February 4, 2019 5:00 AM
Resistance to change – the arch nemesis of customer experienceJanuary 22, 2019 5:00 AM
5 steps to supercharge your customer service with contextual intelligenceJanuary 7, 2019 5:00 AM

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