What is a Call Qualification?
Call Qualification is the process of evaluating and categorizing incoming or outgoing calls based on predefined criteria to determine their relevance, urgency, and the appropriate course of action. In contact centers, this involves assessing customer needs, verifying information, and determining the potential for sales or support opportunities. Effective call qualification ensures that calls are directed to the right resources, enhancing efficiency and customer satisfaction.
Benefits of Call Center Qualification
Call qualification supports operational focus and CX consistency by:
Prioritizing urgent or high-value calls for faster response
Connecting customers to the right teams without unnecessary transfers
Aligning staffing plans with the nature and volume of incoming calls
Improving sales conversions by focusing on qualified leads
Revealing customer needs and trends to guide training and strategy
Cloud-Based Agility
Moving to the cloud will allow for faster, easier deployments, seamless upgrades, flexible scalability, and reduced capital expenditures associated with on-premises systems.
Connected Journeys
The contact center should support customer journeys across web chat and social messaging apps like Facebook Messenger, WhatsApp, and others.
Omnichannel Unification
Shoppers will be coming in from many different channels, so it will streamline the customer experience to route interactions using the same logic.
Customer Context
Agents must begin the conversation right where the customer left off online. When the customer’s needs are transferred to an agent in real time, your brand is creating a seamless transition from web to contact center. Remove customer stress, unneeded customer repetition, wasted time, and deliver a world-class customer experience
CRM Integration
Customer relationship management (CRM) system integration can improve the shopper experience by using CRM data to find the last person spoken to, use shopper purchase history to find the best expert, etc. In addition, once the connection occurs, your staff can access past interaction history and CRM information to understand the customer’s journey and deliver a more personalized experience.
Artificial Intelligence (AI)
AI can deliver next- best-action recommendations and assist in responses that will improve conversion rates, increase shopping cart value, and speed up responses.
Real-Time Management
Supervisors should monitor messaging interactions in real time and assist if needed, even if they are not in the same location.
AI & PCI Compliance
Intelligent virtual agents (IVAs) can automate payment processing across digital channels and reduce your compliance risk by collecting sensitive customer data without revealing it to a human agent. Make sure that the IVAs can easily integrate with your payment gateways.
