Contact Center CX

Are you ready for a call center upgrade?

Find out if your call center is ready for a revamp with our call center upgrade checklist.

5 min read

Updated on November 14, 2024

Published on February 29, 2024

A behind the screen view of a person checking off a digital checklist on a screen.

Call center leaders are typically driven by efficiencies, so it's only natural to consider the benefits of upgrading your operations. If you're wondering about timing or trying to decide if your business is ready, we can help. Our handy checklist can help you simplify this complex decision and determine if the time is right for a call center facelift. 

Whether you’re a small business with a handful of lines, curious about taking the next step toward a fully operational contact center, or an enterprise looking to move from an on-premises solution to a cloud-based contact center, we have you covered. A good cloud contact center solution can help tackle and solve a host of issues you might be experiencing, regardless of your company size, industry, or environment. 

What are the biggest benefits of a cloud-based contact center?

Simply put, a cloud call center leverages the benefits of cloud technology by providing a more flexible, scalable, and cost-effective solution for handling customer care and support inquiries. With an on-premise solution, there are limitations, like the physical space and complex implementation its hardware requires, as well as the capabilities it offers. A cloud contact center can be accessed just about anywhere, is easy to set up and update, and provides more channels for connecting with your customers. It can also integrate with your essential apps and communications platform, creating a truly unified experience for employees and customers. 

The recent trends in a more flexible and hybrid working model, along with the revolution in generative AI (GenAI), have made implementing an AI-powered cloud contact center a must-have as we move into what can be called a new generation of work.  

How do you know if you need a cloud contact center?

Cloud-based contact center solutions come in many shapes and sizes, so assessing your needs is a good first step before jumping into your research. That’s why we’ve developed this convenient tool to help you evaluate your current system. Completing this checklist can help you determine not only if you need an upgrade but what your requirements might be.  

Call center upgrade checklist

It’s simple: the more boxes you check, the more likely an AI-powered cloud contact center platform can help.

Agent experience

Customer experience

  • Your NPS or CSAT scores are low or could be better
  • First-call resolution numbers are low or need improvement
  • Wait and handle times are too high
  • Customers are frustrated by continuously repeating their issues to different agents
  • Customers have a limited choice of communication channels (no options for chat, video, SMS, social media, etc.) 

Supervisor/contact center leader experience 

  • Reports are not giving you the insights required to understand your customers and their needs
  • Generating reports is cumbersome and/or manual
  • It takes a long time to onboard new agents 
  • It’s challenging to track agent performance across your entire organization
  • Post-call coaching and real-time support tools are not ideal

Complexity

  • Your current solution is cumbersome or complex for agents and leaders to use
  • You can’t track or transfer support calls between agents and subject matter experts 
  • Your contact center solution runs on a separate platform from your UCaaS solution, creating complexity and giving your team multiple bills and vendors to manage

Cost

  • Your current solution is getting too expensive to run
  • Having multiple communication solutions across the company is increasing overall operational costs
  • Your contact center contract is about to expire with your current provider (including COVID-related benefits or discounts)

Future-ready/technology

  • Your current vendor does not offer the latest GenAI tools
  • Your current vendor can’t seamlessly integrate with the third-party tools your team uses every day

A cloud contact center solution that ticks all the right boxes

We hope this checklist helps guide you on whether a call center upgrade to a cloud-based contact center is right for your business in 2024. Deciding to upgrade may feel overwhelming, but it doesn’t need to be. You can start making small changes at your own pace based on the priorities and requirements you identified in this checklist.

Flexibility and seamless deployment are at the heart of the three new Zoom Contact Center bundles we just launched. With several pricing options, a mix of deployment packages, and a host of enterprise-grade features, you’ll find enhanced privacy and security features and practical AI capabilities to fit your budget and needs, regardless of your business size. Start small and build your own solution.

Don’t know where to start? We’re here to help. Contact one of our contact center experts, and they’ll happily answer any questions you have. 

Find out more about Zoom Contact Center and our approach to AI.

It’s never been more imperative to keep up with customer expectations. Seamless and efficient customer service interactions are the dream state we’re all striving for. Three things help today’s customers feel satisfied following a customer service experience:

  • Self-service that ‘just works’ and saves customers time

Examining your self-service tools, or more specifically, your chatbot and conversational AI solutions, is a good starting point for delivering the personalized experiences your customers crave. Automating the whole process without careful, well-thought-out flows could leave customers at an infuriating dead end.   

With Zoom Virtual Agent, our AI-powered conversational self-service solution, anyone on your team can easily create custom flows that provide personalized responses. It’s built on a combination of our proprietary conversational AI and natural language processing, along with responsibly used generative AI. These combine to make Zoom Virtual Agent a conversational self-service powerhouse that can better detect customers’ needs and exceed their expectations. It “just works” in the background, effectively managing simpler issues, freeing up your agents to conquer the more complex issues.

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