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The prime objective of every outbound call center is to reach out to existing customers and potential customers for telesales, collections, and proactive support. It is a setup where phone calls are geared to entice customers with no space for attending to inbound queries. The actions are purely proactive from the outbound call centers ensuring better customer outreach for business brands.

To manage the huge volume of outbound calls effectively and efficiently, business owners rely on the new outbound call center software. Such software solutions ensure a high call connect rate and better outbound call coverage. A full-fledged outbound call center software helps the management of agent productivity and the generation of relevant reports to help businesses achieve their objectives of outbound operations.

The Significance of Outbound Call Center Management

Outbound Call Center Services

Effective outbound call center management helps businesses to carry out routine customer transactions smoothly. It enables customer data collection and getting their feedback. Call centers help up-selling and cross-selling a great deal. And hence, it is smart for a business to invest in efficient call center management solutions.


Some important aspects of call center management include:

Customer information: Call center management solutions must draw useful customer information from sources like CRM packages. They must help the agents save time on information collection and use it for serving the customers. A typical call center management solution must assist the agents to resolve customer problems and queries faster and efficiently.

Call traffic analysis: can track and analyse call traffic information such as average call duration, average call hold time, the trend in call volumes, call abandoned rate, etc. Helps prepare for expected high or low call traffic.

Human resources management: A typical call management solution throws valuable employee indicators such as training cost, hiring cost, attendance rates, and agents’ turnover rates. These insights help improve employee retention and reduce employee attrition thereby ensuring employee satisfaction.

Performance monitoring and productivity: Monitoring of key performance metrics such as call length, number of calls attended, time taken to answer customer queries, etc, are possible by an effective call center management solution. This helps to assign complex calls to skilled agents for better service.


Outbound sales outsourcing offers businesses some important solutions and services such as product launches, sales lead generation, product sales, order tracking, order fulfillment, sales support, customer support, and customer satisfaction.

The Prime Outbound Call Center Requirements – A Comprehensive Checklist

Like any other business entity, an outbound call center also has a set of critical requirements for ensuring smooth operations and successful performance.

Here is a checklist of essential outbound call center requirements:

  1. Size: The size of the outbound call center should be suitable for the size of the business it serves. Too big call centers may not offer personalized attention. Too small call centers may not provide the support and room for business growth.
  1. Scalability: As a business grows, its requirements change. The outbound call center must scale up with your business and must balance the increase in your workload.
  1. Training: The employees of the call center should be well-trained to ensure call centers performance and your business success. If the employees are outsourced, they also must be trained in relevant fields.
  1. Technology: The call center must have invested in the industry’s leading technology to render the best services. CRM integration is a must to manage your customers effectively.
  1. Reporting: Reports help performance tracking and process optimization. Customized reports provide actionable reports that help business enhancement.
  1. Compliance: The processes and the technologies of the call center must abide by all compliance regulations of the telemarketing industry.
  1. Cost: A call center must provide different pricing models for different services and different business types. Maximum support at optimal pricing is what a business expects from the call center.
  1. Experience: To meet the changing demands of the customers and the business, the call center’s experience is critical.
  1. Performance: Call centers must have a proven record of high performance for businesses to rely on them. References help to identify dependable call centers.

How to Set Up the Ideal Outbound Call Center – Best Practices

outbound call center

Outbound call centers need to be operated in an efficient manner to derive maximum success. It is important to introduce best practices when handling its routine operations. 

1. Yield Results Integration

Customer journey is emphasized to ensure the efficiency of an outbound call center. For better results, these centers incorporate Outbound Call Center Software and integrate the same with CRM (Customer Relationships Management) software. The CRM can be either an in-house one or from a third party. 


It is good to give your calling agents access to customers’ data on one screen when they are making calls. This enables the agents to have a personalized interaction with the customers they are speaking with as details about the customers’ behavioural journey is readily available before the agents.

2. Use Call Recording to Ensure Quality

A business owner may wish to know how their agents qualify the leads. The seniors need to furnish information about the call agent’s lacking when handling a lead. Call recordings are now proving to be helpful to business owners. Call monitoring tools help agents to resolve customer issues in real-time, fairly and quickly. Supervisors and managers can listen to recorded and live calls to monitor to derive insights to fine-tune the lead-qualifying algorithm too. Such calls help define call quality metrics and assist in training newly recruited agents.

3. Collect Customer Feedback

Enhancing customer loyalty is one of the important objectives of an outbound call center. But generally, it is not given its due importance in reality. Letting the customer speak about your product and/or services and collecting their feedback is an excellent way to derive actionable insights about what your customers think about your business. such feedback can be analysed in detail to get information about the trends which the customers follow.

It is wise to dedicate a team exclusively to monitoring customer feedback and resolving their issues proactively. Happy customers with satisfaction about your services become your brand ambassadors. Hence it is smart to invest in time and efforts to collect customer feedback and act upon it to enhance the customer journey.

4. Protect the Leads

Keeping the present leads is as important as new leads generation. Every effort needs to be taken to ensure that no leads are missed out. Regular tracking of missed calls helps to protect your leads. It pays to watch out for our missed calls that might have reached you during your non-office hours. Scheduling a follow-up for the missed calls and letting the agents engage with such customers help achieve conversions from even missed calls!

5. Handling Time

Average handling time is an important performance metric of an outbound call center. It is a rewarding metric too. It is every agent’s wish to close the sale in the first customer contact itself. For some businesses, it may be difficult to achieve first-call resolutions, but it increases the sales revenue dramatically. Identifying the customer trends for your business type is critical to achieving sales, spending less time on a customer call. Efforts to monitor, measure, and fine-tune average handling time have a positive impact on sales and in turn on revenue.

6. Rate of Conversion

All businesses try to achieve a higher conversion rate. Understandably the business efforts should result in profitability and great ROI. If it is not so, the conversion rate is an important performance metric that needs attention. Conversion rate is one performance metric that has a direct impact on business revenue.

Agents may have a lot of calls to deal with. They may not be closing the sale effectively. As a result, the cost per lead may increase and the conversion rate may decrease. It is important to analyse the reasons for the poor conversion rate by monitoring the call pattern intently.

7. First Call Resolution Rate

Every business owner wishes that their agents close the sale in the first customer contact itself. But for some business types, it is difficult to achieve sales close at first call itself. However, first call resolution increases sales revenue dramatically.

The first call resolution rate is a significant performance metric. It is a rewarding metric too. Any business needs to understand the customer call trends to achieve a higher first call resolution rate.

8. Call Abandoned Ratio

When calls are in process, it is not wise to make the customers be on hold for a long time. Customers must be connected to the live agents quickly without much delay. If there is a delay, the customers may abandon the call abruptly and potential customers may get lost. The routing parameters must be at optimum in an outbound call center to achieve a low call abandoned ratio.


Keeping track of key outbound call center performance metrics enables process optimization and efficiency improvement.


Customized outbound sales outsourcing can help meet the individual challenges of a business with tailored services. Choose an effective vendor in the form of an outbound call center services partner today!

Outbound contact center services are in high demand, as many companies use them to reach potential customers. However, the logistics of setting up an effective enterprise are complicated, as technology, company policies and human interaction intersect here. Fortunately, you can take a few steps to set up your call center for success.

Organize Processes

The best enterprises make it easy for their agents to succeed with outbound contact center solutions. While creating standardized processes is a lot of work, it pays off in the long run by eliminating confusion. The following are processes you need to organize before anyone logs into a phone:

  • Tracking customer inquiries
  • Escalating calls
  • Greeting customers

Hire Qualified Staff

If you want your outbound sales call service to do well, you need the right people on the phones. Employees who interact with customers and clients should possess the following:

  • Problem-solving
  • Empathy
  • Patience
  • Communication

Of course, you also need to offer training that helps them hone these skills. When you pair qualified staff with effective instruction, you get a solid foundation for your call center.

Listen To Employee Feedback

No matter how well you plan, there are bound to be issues you couldn’t foresee. These problems will soon become evident to the people using the software, equipment and processes.

If you want to catch and correct these issues as quickly as possible, you need to get feedback from your staff. To ensure everyone can submit feedback, you should develop a simple system that all employees can access. It’s also essential to regularly reach out to your team with anonymous surveys and polls. You should also consider sending out rollout-specific surveys after major organizational changes.

Are you interested in outsourcing your call center? Expert Callers can handle a variety of services, including tech support, chat and outbound cold calling. To learn more, call 1-877-374-0211 or contact us online.