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Article : 15 Key Questions to Ask Before Choosing a Contact Center Software

#contactcenterworld, @ccs4cx

Author: Chidiogo Emmanuel, Digital Communications, Call Center Studio

There are a lot of call center solutions ranging from on-premise to hosted solutions, which includes cloud PBX and cloud contact center.

Often, businesses are concerned with the size of their operations, such as the number of agents, the number of calls it handles, the budget, and the decision to migrate from on-premise to an entirely cloud-based solution.

While those are necessary metrics to weigh when making a decision, other pertinent questions would enhance and ease the process of choosing a best-fit solution for your business.

Below is a list of questions to ask before settling with a contact center solutions provider;

1. How will it function with your existing tools?

One thing you don’t need when switching your contact center solution is having a total reset of already set-up processes.

If your business has been using customer relationship management (CRM) software, or payment gateways, it would only be logical to switch to a provider that will easily integrate your existing applications without hassle.

Doing otherwise would only lead to delays in getting your business up and running immediately, thereby defeating the purpose of improving your business’s productivity and customer experience.

2. What is the set-up time?

One of the many advantages of using a cloud-based solution is the ease of setting it up. Like we have highlighted in blog content, setting up your contact center can be done within 10 minutes.

Your IT team shouldn’t be burdened much with the set-up process. The provider should have a defined process mapped out, which usually takes a maximum time between 10 mins to 72 hours.

3. Does it allow my business to scale operations up/down?

On-premise call centers usually experience the challenges of scaling exponentially as the business grows. This is a problem that is solved by cloud-based solution providers. However, some providers don’t give users the freedom to scale at their own pace based on the growing needs and changing demands of the business.

It is necessary to ensure that your supposed new solutions provider supports scalability and flexibility – which allows your business to expand without constraints.

4. Can your agents work remotely?

With the COVID-19 pandemic disrupting businesses globally, remote work enabled solutions are more necessary today more than ever.

Before choosing a contact center solution, it is vital to ask about the functionality that allows your agents to connect to your contact center service from anywhere while maintaining an efficient and personalized customer service delivery.

Contact software features such as WebRTC allows your web browsers to participate in audio, video, and engage in screen sharing collaboration. It extends your contact center’s functionality with a single browser interface that works as a phone without the need for plug-ins or telephony infrastructure. WebRTC eliminates being locked into any expensive hardware system.

Agents can work remotely from anywhere in the world.

5. How are the reporting and analytics tools?

Reporting and analytics are vital features that help a business achieve its required growth. Without these, decision making could be questionable as it wouldn’t be data-driven.

How do you measure staff productivity and performance, what is the average call time, abandoned call rate, dropout rates, first call resolution rate?

Effective reporting and analysis of data help a business understand customer needs and develop strategies to keep them.

Choose a contact center provider that offers a user-friendly and comprehensive reporting & analytics tool.

6. How is the demo process before deployment?

Free demos are usually a great way to try out the software before buying or subscribing to its service.

Explore every available feature and try to ask questions that are about the requirements of your business.

Try to get many agents to try out the software. They are likely to give the best feedback about how the software fits your business’s current system.

While many providers offer free demos to potential clients, not all are patient to take you through the detailed workings. It is advisable to take your time with the demo process before deciding.

7. Can the system handle busy periods?

Contact centers have peak periods – days with high call traffic and days when there is a low volume of calls. It is essential to consider software that effectively manages both cases when choosing a provider.

What happens on days when there is a significant inverse in the volume of calls? Is the system designed to manage this efficiently?

For a small or medium-sized company, it doesn’t make sense to spend a lot of money on a system that will be under-utilized most of the time. It is best to settle for a system that can scale up when needed, and be switched back to handling lower volumes when necessary.

8. Does it have multichannel functionality?

Having a multichannel contact center helps enable your business to deliver a personalized customer experience.

Before deciding on a provider, you should know that not all are multichannel-ready and would usually need a few extra days to set up or can’t integrate at all due to API limitations.

Look for a call center software that has a public API for quick and seamless integration with several channels for accessible communication with customers. Your business can reach out to customers on their preferred channels of communication.

9. How easy is it to add new users?

As your organization changes continuously, it is necessary to have a contact center software that allows you to easily add and remove users yourself, without necessarily having support.

Adding users, supervisors, and phone numbers to your contact center should be as easy as saving phone numbers to your mobile phone. In this case, rather than numbers, you are storing profile information such as name, birthday, specifying queue and the dialplan they will be in, and so on.

Adding new users will be a frequent activity on your contact center software; hence it should be quick and straightforward.

10. Is the software user-friendly?

User-friendliness is an essential feature for your checklist when considering a contact center software.

A user-friendly interface is not overly complicated; instead, it is straightforward, providing quick access to standard features or commands. It is also well-organized, making it easy to locate different tools and options.

Does the software meet these requirements and also others that you may consider necessary?

The demo process is the best opportunity to determine the user-friendliness of contact center software.

Another way of determining the user-friendliness of software is the training time. If it takes a longer time to get your agents up and running with the software, that could be a result of the user-friendly interface.

Your agents are less likely to deliver excellent customer experiences.

11. Can the software track positive and negative results?

KPI metrics are the right way of knowing agents that are high or low performers in your contact center.

For example, how do you reward an agent with a high first-time resolution rate and query those who have high call redirects without access to accurate real-time and historical data?

While it is good to know how well your contact center is doing in terms of customer satisfaction, it is also vital to know the agents contributing to your business’s success.

Choose a contact center software that offers the tools required to balance positive and negative performances.

12. Do they have training and support?

Knowing how much time is required to train your agents is essential.

Some software providers have training included in the set-up fee as an add on, while others bill separately for it.

Having to pay separately for training could be expensive, especially if the software isn’t user-friendly and would require weeks to get your staff members acquainted.

You should be aware of the provider’s support program. Are they always available to help with any arising issues?

You should ask questions such as, in a situation where you require additional training, after the initial one, would there be an additional cost? What would be the costing structure, by the hour or per day?

Look for a cloud-based contact center provider that takes very little time to train your agents and offers 24/7 support to your business.

13. Does it cost money to set up?

Some software providers request set-up charges in addition to the license fees.

All though, it shouldn’t be a regular practice, often, this cost isn’t made known from the onset, and only creeps up on you as an unwanted surprise when it’s time for payment.

Before signing an agreement, ask if acquiring the software is different from the set-up charges.

Always ensure that you have a clear understanding, and on the same page with the solution provider.

14. What is the pricing structure?

The pricing structure of a software provider should be an essential concern for your business not to lock yourself into unpleasant surprises.

How are their services priced? Is it a pay-as-you-use solution without any capital expense, or do you pay for every service irrespective of the need? Also, do these payments come with support, or are they separate charges?

It is necessary to ask about the pricing structure before deciding on contact center software.

15. Does it have industry recognition (Awards)?

While this shouldn’t be at the forefront of your decision making, it is a decision enhancing factor to consider when choosing a contact center software.

What are professionals in the industry saying about the software? Is it recognized? What awards has it won? Does the category of award align with your company’s needs?

With the above-listed questions, your decision-making process for a contact center software should be much more comfortable. However, if you still have questions and need clarification, you may speak to an expert.

#contactcenterworld, @ccs4cx

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Today's Tip of the Day - Call-backs

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Published: Wednesday, December 2, 2020

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2023 Buyers Guide Help Desk Software

eGain Corporation

eGain CallTrack™
eGain CallTrack™ is a dynamic call tracking and case management solution that helps companies provide quick, high-quality, and cost-efficient resolution of customer issues across traditional and emerging interaction channels. It is one of the many innovative customer interaction products in eGain Solve™ suite, the unified customer engagement and knowledge management software suite, which helps businesses transform their traditional call centers into omnichannel customer engagement hubs. eGain CallTrack will enable you to track, manage and resolve cases and maintain service level agreements (SLA), across channels.


Happitu is your customer support team’s personal coach. It guides your team through every interaction with custom workflows, responsive scripting, and dynamic help topics.

Documentation in Happitu is automated, detailed, and consistent. Go beyond handle times and service levels with the rich insights of Happitu – from granular interaction data to aggregate data and trends – you get the complete CX journey!

We intentionally built the Happitu Workflow Designer with your customer support team in mind. Using our intuitive tools that provide quick and safe iteration, you eliminate the need to involve IT or Development. Yes, you will no longer have to dread submitting a change request to Devin from IT!

Try it free for 45 days!


Knowmax is an omnichannel knowledge management platform. Our mission is to transform contact centers into resolution centers and drive customer self service.
The platform is an industry-agnostic enterprise-grade knowledge platform with components helping in easy findability of actionable information at the right time across the desired touchpoint.


LiveAgent Help Desk
LiveAgent is a cloud-based Help Desk Software with over 195+ compatible integrations. Streamline all customer communication channels and manage them from a single shared company inbox. Enjoy social media integration, unlimited ticket history, call recordings, hybrid ticket streams, and more. Companies like BMW, Yamaha, Huawei, Orange, or Forbesfone use LiveAgent to deliver customer wow to 150M end-users worldwide.

Nuxiba Technologies

Nuxiba's Help Desk Software is ideal for delivering top-level contact help desk services. It not only tailors to your existing technology resources but also allows you to set staff priorities that forward clients to the most knowledgeable agents.

Give personalized assistance, and analyze performance with our real-time monitoring, recording, and reports. Integrate Salesforce or VTiger CRM systems, be TCPA compliant, protect your cardholder's data during calls, and more!

Request a quote or demo today and start the journey to increase your first-contact resolution percentages in less than three months!


OneDesk's software combines Helpdesk & Project Management into one application. No need to purchase, integrate and switch between applications. Your team can support your customers and work on projects in one place. Aimed at SMBs as well as departments at large enterprises, OneDesk is frequently used by project managers, customer service, IT, professional services and more. This easy-to-use, feature-rich, and highly configurable software can manage both ticket & task workflows.

Teckinfo Solutions Pvt. Ltd.

ActivDesk Help Desk Software
ActivDesk Help Desk Software is an intelligent ticketing software for multi- channel customer interaction & engagement. It streamlines the entire ticket management process. With its SLA & escalation management, it enables your help desk to deliver enriching customer experience.

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