15 Best Practices For Effective Call Center Management

Call Center Management

Call centers are key in customer service, sales, and other business operations. Effective call center management is essential to ensure that customers have a positive experience and that the call center runs efficiently and effectively.


Call center management is an arduous task. It requires sound decision-making, hard work, willingness to make hard decisions, and the ability to lead others.

In the call center industry, influential directors must be familiar with all aspects of their job, lead by example, and work within strict budgets. It can be arduous at times.

To help you get out of this stressful environment and move you and your call center closer to success, we have compiled these best tips for effective call center management.

What Is A Call Center?

A call center (sometimes called a contact center) is a department, office, or team that handles incoming calls from new and existing customers seeking answers to their questions or suggestions for their problems.

Previously, call centers even performed telemarketing and conducted market research. Since then, many corporations have split these tasks into their departments to increase productivity.

Call centers sell goods almost exclusively to customers through analog and digital technologies.

With so much information available, your work could be overwhelming for your group. Reviewing how your team works and revising your call center management practices is vital.

Best Practices For Call Center Management

Call Center Management

A well-managed call center can be a powerful asset, helping to reduce customer wait times and maintain customer satisfaction. However, it can also be a major source of stress and frustration if not appropriately managed. To ensure that your call center is running smoothly and efficiently, here are some of the best practices for call center management.

1) Hire The Best Employees

Successful call center management must hire only skilled personnel for the job. Call centers need people who excel at customer service, have a good memory for conversations, are skilled at listening, have outstanding communication skills, and are filled with enthusiasm. The intangibles like enthusiasm and listening skills are what make the best employees.

And it’s challenging to teach employees how to have these qualities. That’s why it’s so important for managers to screen potential hires for aptitude and attitude.

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2) Provide Thorough Onboarding

Hiring is only a small part of successful call center management. Granted, it’s important, but hiring errors can be avoided by training new workers properly. By helping them closely adjust to your company’s high standards, your workers can learn valuable skills that will last throughout their careers.

We suggest that you train employees thoroughly on how to handle customer feedback. Most of the calls they receive will be about customer complaints, so they must be fully prepared when they make the call.

This results in a more satisfied worker, inevitably leading to happier customers.

3) Prioritize Employee Engagement

Call centers are notorious for being difficult places to work. Whether or not this is true, attracting good employees and reducing turnover can be challenging.

Recruiting well-qualified employees begins with the hiring process, but reducing turnover is a direct consequence of employee engagement. Engaged employees take their job to heart and work harder. Engaging employees can be as simple as speaking with them daily or as complex as holding team-building retreats.

Gathering for team building can be done with activities such as group happy hours or brainstorming sessions. Such activities make your workers feel like they are part of a group and help them remain sharp and ready to address customer concerns. Engage your team with employee engagement programs to boost their interest and effectiveness.

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4) Ensure Proper Scheduling For Effective Call Center Management

Operating in a call center may be a stressful job. The stress this may cause employees harms their performance. As soon as they feel overworked, their performance quickly drops.

Proper scheduling is vital for providing your workers with the necessary downtime to revitalize and refresh. Your clients will receive the attentive service they demand if your employees have adequate downtime to recharge and refocus.

Even a small team may be challenging to schedule. There are so many variables and moving parts to contend with that the task can seem overwhelming.

For instance, the factors important to call center operation, peak and low hours, service capability, employee availability, and other considerations can significantly affect scheduling. That’s why it’s necessary to use the best tools available.

A piece of software, such as Sling, can simplify the scheduling process so that you can devote more time and energy to putting together the right team instead of simply transporting patients. You could even see the difference between delivering high-quality and average service.

5) Communicate Regularly With Your Employees

While you may not work with the international call center daily, you are on the front lines. Your employees are not nearly as experienced as you are, however. They are familiar with the service process inside and out. That makes the employees more aware of where problems lie and more informed about what needs to be done to fix them.

You can quickly know what your workers know by communicating with them frequently. Identify where they lack knowledge. Ask for what they recommend for success. Ask what the client thinks is important. Inquire about whether they want feedback or prefer to go at it alone. And see if they have any suggestions for making things better.

6) Give Employees Targeted Feedback

Quality-of-service assessment is essential to the proper functioning of any call center. Take the time to listen to your employees’ performance and be ready to give them specific feedback so they can improve.

Be thorough with your evaluations because this will help you determine each employee’s strengths and weaknesses. While specific feedback may cause substantial changes, sometimes, it may not be enough. We recommend establishing a regular training regimen to improve the standards you have set for the quality of services provided at your practice.

7) Use Data When Making Decisions

Data are the driving force behind nearly all business decisions today. Your call center management should be data-driven, as well. Set goals and establish appropriate metrics to achieve them. Managers need to be familiar with the metrics that are specific to their employees and customers.

When you’ve set your goals and defined your metrics, collect as much data as possible with your call center software to gain insights into your operations.

Metrics such as NPS and CSat should be used in your decision-making, as should call volume and outcomes. Other metrics may be relevant depending on your call center, but it should always be an excellent place to start.

8) Delegate Responsibilities To Your Employees

It is easy to get bogged down in the minutiae of running a call center. Many small tasks need to be done for a call center to operate smoothly.

But there are also a lot of high-level strategies that can help your call center remain profitable. These later projects and choices should be a top priority for a supervisor.

To do so, however, you will need to delegate responsibility for smaller tasks to your workers. Delegating helps you find time for the more significant issues and empowers the employees who have received the added responsibility.

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To see that the tasks you assign to your employees get done correctly, it’s important to establish a process that doesn’t require you to consult with them on every decision.

Such an arrangement could be conveyed by a company guidebook, an employee handbook, or by providing certain employees access to higher functions in your system’s call center software.

Whatever form your facilities take, provide your staff the autonomy and the resources needed to do their jobs well. Letting go of more specific duties may be difficult – especially when you’re still responsible for those. However, when delegating effectively allows you to focus on more crucial matters that can have a major effect on the success of your call center.

9) Establish Positive Incentives For Good Work

Call Center Management Team

You want to motivate your staff always to do their best work. One of the best ways to do this is by rewarding good performance. Quotas, contests, and rewards can provide incentives in a variety of ways.

They can first motivate your workers to remain enthusiastic when the work gets difficult. Second, they can raise morale throughout your entire team. They could even make workers feel like heroes.

When your staff feels appreciated, they’re likely to go the extra mile to provide excellent customer service whenever it is needed. That benefits them, you, and the entire company.

10) Improve The Process By Putting Yourself In Your Employees’ Shoes

Ask your employees about the difficulties they encounter and the concerns they have about the customer service process. But nothing helps you improve your call center at your organization, like putting yourself in your employees’ shoes from time to time.

Wearing a headset and taking a few calls will give you a better understanding of the challenges your workers face daily.

It will assist you in learning what they need to do their jobs better. It will help you know what your clients require. It can help you refine your call center approach and teach you how to improve your operation overall.

Putting yourself on the frontline with your employees is also a great way to express your leadership. This inspires respect and shows that you are not so far above your workers that you are unwilling to get dirty when necessary.

11) Balance Workflow To Meet Demand

If your team is too large, there will be short work for everyone to do. If your team is too small, there is too much work for too few people.

Your job as a manager is to keep the workflow and scale of your team at a reasonable level to meet the needs of the business. It’s important to assess staffing levels to determine the number of workers you need at any time.

When optimizing the workflow of your call center team, you should review variables such as:

With this information and other information related to your business, you can predict call volume, calculate staffing requirements, keep labor costs low, and devise work schedules that ensure the effective operation of a call center.

12) Stay On Top Of Administrative Tasks

As a manager, you want your call center to run smoothly, and for your customers promptly receive the help they need. While ensuring the efficiency of the members in your department is an integral part of your role, you shouldn’t overlook the administrative tasks that make it all possible.

Yes, taking a closer look at how your team works can be more captivating – and even more beneficial – than performing routine managerial tasks, like setting up timesheets, tracking profit margins, training, and project planning. But the day-to-day managerial tasks provide a firm foundation for your team to function.

Make sure you set aside enough time to handle these administrative issues, so they don’t pile up, get out of hand, and negatively affect your team.

If you want time to do these activities, use scheduling software such as Sling to plan your day and get everything done. Sling will even provide a task list to keep you on track and a messaging feature that will notify you when a deadline is approaching.

13) Know Your Business

As a call center manager, you must understand all aspects of your department.

Through this information, we also integrate the more important questions of organizational policy (business, corporate, and operational) and how your organization can affect the company’s success.

Isolation will not help your department to run effectively. Your team always operates with an awareness of interdependence. An effective call center manager contacts managers from other departments and works with them to drive the business forward.

14) Invest In Technology

Modern call centers need the best tools and technology to operate efficiently. You are responsible for supplying your team members with everything they require to provide excellent customer service and support.

The last 15 years have seen a golden era of call-center technology growth, and businesses that have invested in these innovations have taken giant leaps forward.

From database management to advanced search functions, technology can support teams and managers to provide first-rate client service and heighten customer loyalty. When clients enjoy working with your team, their enthusiasm for you increases.

Other advanced call center management technology enables team members to have complete data exchange and immediately access customer details when they start a call.

With the proper equipment for the work, your team can maximize productivity. These features (and more) ensure that your team has the tools and equipment to provide the best call center experience possible.

Yes, technology may be costly upfront, but its rewards for efficiency, productivity, engagement, and enjoyment – for your employees and customers – are well worth the investment.

15) Know The Laws In Your Area

You must ensure that all call centers comply with local, state, and federal laws as the boss. You are responsible for ensuring that all of your staff comply at all times.

Your knowledge of call-center-management laws is vital if your department handles heavily regulated industries like healthcare.

And if you own a business and need to contact prospective clients, you must be aware of your responsibility – and compliance with the NDNCR – when making outbound calls.

The NDNCR is a database maintained by the federal government of the United States that lists the telephone numbers of families and individuals who have requested that telemarketers not contact them.

You could face substantial penalties and fines if your company fails to comply with these laws – call center management and the National Do Not Call Registry.

In the event of a disaster at the work site, you must familiarize yourself with the local laws, ordinances, and guidelines that apply to your personnel. For example, if you need to evacuate your workers to a nearby shelter, which would involve knowledge of evacuation laws. In addition, you must inform your team of all relevant safety rules. Attorneys familiar with your industry and where you operate are excellent resources in these situations.

Review And Refine Your Call Center Management Techniques

Your company’s success depends on regularly revising your call center management techniques. Every three months, test the processes and protocols your team uses daily with patients and each other.

If the best practices listed here appeal to you to develop your team’s abilities, gradually introduce the techniques. Select one or two goals and set a deadline for completing them in the next three months. If the call center management method significantly impacts your team’s work, you can plan for it over one to six months to a year.

Enable your team for several months to adjust to the new procedure. Then, review the methods, and if your crew is operating more efficiently, add a step to this list.

The key to continually improving your call center management techniques is ensuring that your customers receive the help they need and your business prospers.

To Wrap Things Up

Effective call center management is key to providing excellent customer service and reaching your company’s objectives. Setting clear objectives, training your agents properly, and monitoring performance are all essential steps in creating a thriving call center.

Automation tools can further streamline communication between employees and customers while providing ongoing feedback helps to motivate staff members. Implementing these best practices will help ensure that your call center is running optimally, so take action today to improve the efficiency of your call center!

I’m a digital marketing consultant passionate about helping small businesses grow and create brands. I’ve been in the marketing industry for over five years and specialize in growing brands through digital marketing.