When choosing call center software for your company, you don’t want to pay for any call center features you don’t need. As with all business purchases, you should know what your organization requires and why before you start contacting vendors for quotes.
business.com spoke with a number of business owners and company leaders who recommended prioritizing the following factors during the decision-making process.
Cost
Chase Chappell, owner of Sirge, looked for “lower upfront costs and [a] pay-as-you-go model [that] fit our budget,” but also prioritized finding a vendor that understood his business. “Although initial costs are important, the total cost of ownership and partnership over time matter more,” he told us.
Matt Schmidt, co-founder of Diabetes Life Solutions, cautioned against focusing only on the “price of services.” He warned, “Obviously pricing is very important, but cheaper is not always better. I’ve personally learned the hard way from going this route.”
Cloud Setup
One of the key decisions businesses need to make when choosing call center software is whether they want a cloud-based or on-premises system.
“If we were to do it over, I would have moved to a cloud-based system sooner,” admitted Vista Glass owner Rich Main. “On-premises hardware was expensive to maintain and lacked the advanced features of today’s cloud solutions.” In contrast to being “locked into an outdated system,” he found that “cloud call center software is affordable, customizable and constantly improving.”
Gary Gilkison, founder of Riverbase Cloud, learned a similar lesson. “If starting over, I would have implemented a cloud-based system sooner for its lower costs and scalability,” he told us.
A cloud setup was also important to Schmidt, albeit for a different reason. Since “many of our employees work on the go and away from a computer,” he sought software that had a mobile app and could work on tablets and smartphones.
Integrations
One of the top considerations for Andrei Vasilescu, founder and CEO of DontPayFull, was ensuring the call center software “could easily integrate with our CRM system.” Similarly, for Main, integrations with products like Salesforce and Google Workspace “were key.”
“Look for a provider that integrates with the other tools you already use,” Main recommended. “The more unified your tech stack, the more insight you’ll have into your entire operation and customers.”
Chappell also emphasized the importance of “integration with our existing stack.” He chose a call center platform with “robust APIs that seamlessly integrated with our Shopify store and internal systems.”
Reliability
“Reliability was another factor I looked into because there’s nothing more frustrating for customers than dealing with unreliable service,” Vasilescu said.
Gilkison also deemed “reliability and responsive support” among the most vital criteria he considered. “A reliable, scalable system means no call goes unanswered and issues are resolved fast,” he pointed out.
Scalability
Vasilescu also prioritized “having a system that could grow along with us.” He urged fellow business owners to “select software that’s not just user-friendly but also flexible enough to accommodate expansion plans effectively.”
“For any business, identify must-have features but also consider how needs may change,” said Jake Smith, CEO of Evo Technologies. “An advanced, customizable system may cost more upfront but provide a foundation to avoid replacement costs down the road.”
Technical Support
Schmidt underscored the importance of strong technical support. His chosen vendor’s backend assistance during implementation was “a huge selling point.” Since “switching over to a new call center software can be a nightmare,” the provider “sold us on their ability to assist us in the process, and they delivered big time for us,” he said.
“Things could not have gone smoother, and their staff did all the heavy lifting for us,” Schmidt told us, noting that he’s also received “ongoing customer support… when needed.”
When determining your budget for call center software, you should separate upfront costs from recurring monthly expenses. Your business needs to be able to afford the latter indefinitely.