7 things to consider when buying a new customer management tool

Written by Diabolocom

Contact Center

If you’ve realised that you need to move away from business phones and invest in contact management software, then the chances are you are ready to take your customer interaction up a level and scale up your business!  With this in mind, we think the 7 things below are key things to consider when finding a solution for your business.

How do I know which tool is right for me?

There are hundreds of tool vendors and solutions available on the market, all with specific benefits and features that may be relevant to you. The key here is your time-to-value. Undertaking a project such as integrating a new tool or system always has the same objective: You want to start realizing the benefits and adding value to your business as soon as possible.

Implementation time and cost

Look for vendors that deploy through the cloud, removing any long periods of development or expensive on-premise equipment before being able to use the tool. Vendors that can’t offer quick set-up and easy on-boarding will likely add time and cost before you start realizing those benefits. Implementation can be costly, but are usually a one-off cost that can be capered. Make sure these fees are transparent and the projected timings are clear as you no doubt will want to be getting started as soon as possible.

Subscription type

The biggest benefit you receive from using a Software as a Service (SaaS) vendor is the flexibility you receive. It’s likely that the number of agents in your call center will change throughout the year. Being able to switch on/activate licenses at any point and having user’s set-up on your new tool expedites things like the on-boarding process of new staff, helps ensure you are compliant with any data protection requirements, and also supports financial forecasting as it’s a set cost each month dependent on how many licenses you activate. The great thing with this model, is that it’s totally scalable to your business and you are in control of your own costs.

Features and benefits

Different vendors specialize in different things, and the right one for you largely depends on your business. Sometimes it’s easy to be blown away by the fancy advertising and signup for every new feature and widget available, but this can be detrimental to your overall business goals. If the majority of inquiries you receive come via telephone, ensure your agents have the software that guarantees the quality of those phone calls and can be answered from anywhere. If you customers prefer to email you, ensure your email system integrates with your tool so that you maintain that overall holistic picture. The key thing here is optimizing for your business today. If you are with a cloud SaaS vendor, they will regularly be releasing new updates and features that you can introduce to your contact center operations when you are ready to and when your customers will benefit from them.

Native integrations with your existing business tools

The difference between native integrations and off the shelf integrations shouldn’t be underestimated here. If your tool vendor offers you an integration that is a plug-in and not seamlessly integrated, you can lose time and value by having to re-work your tools to find workarounds, building bespoke developments and finding data black holes. When looking at tools, ensure that the development and work has already been done to ensure that you can access all your information from one place. The tools should work together as one tool and should be easy to access with one easy (cyber-secure) login for your agents.

Make sure you have Inbound Intelligent Routing

When you use a contact center tool such as Diabolocom, you unlock the ability to manage and track your contact center operations in real-time and optimize your customer interactions live. Intelligent IVR routing allows your contact center manager to route calls to agents who are best equipped to deal with a customer query. When your tool is integrated with your CRM, you can whether or not an existing customer is calling, and place them with their account manager. If it’s a new sales prospect and you, route them through to your sales team. Give your customers the personalized experience they expect when contacting you.

Will it support your sales funnel?

Ensuring your new tool is omnichannel is something that you really should consider. If you are doing any outbound/proactive sales campaigns, you want to ensure that your customer has the same great experience whether they called you, or you called them. Ensuring that any outbound sales agents can see all communications, previous issues, whether or not they have previously been a customer or the ability to offer them personalized promotions and discounts can make the difference for that all important sale.

Comprehensive reporting

Make sure you are realizing all these benefits and keeping track of all this value you are adding with a comprehensive reporting offering available in your tool. This is inclusive of real-time analysis and monitoring your contact center throughout the day with things such as virtual wallbaords and pin pointing singular interactions, through to comprehensive overviews of all your customer interactions and their outcomes. We have some ideas about which KPI’s you should absolutely be tracking here.

Here at Diabolocom we pride ourselves on excellent service and being able to help businesses scale up their customer management operations. To find out more about how we can help you, get in touch below.

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