Choosing and Analyzing Your Answering Service

Introduction

Choosing a new answering service or analyzing your current answering service can be a tedious and difficult process.

In this article, our industry experts break down the questions and factors you should consider when choosing an answering service provider for your business.

Download a PDF version of this guide by filling out this form, or keep scrolling to read.

Choosing & Analyzing Your Answering Service Ebook Cover

Chapter 1

The 10 Essential Rules of Phone Etiquette

You never get a second chance to make a first impression. Guarantee that your callers are receiving the best impression of your company by training your call operators with proper phone etiquette.

Telephone etiquette is the way you use manners to represent yourself and your business to customers when on a call. Proper telephone etiquette has a major impact on your business as it shows professionalism, creates a good first impression, and creates customer satisfaction.

By following the phone etiquette rules below, you can make certain that your call operators are providing the best customer service to your callers and customers.

Essential Phone Etiquette Rules

1.  Speak Clearly and Professionally
2. Answer Calls in 3 Rings or Less
3. Practice Active Listening
4. Control the Call
5. Remain Patient
6. Use the 7 Ps
7. Smile
8. Monitor Your Tone of Voice
9. Focus on the Caller
10. Complete Quality Checks

1. Speak Clearly and Professionally

Clear enunciation is essential for a good customer call experience! Callers tend to contact your business whenever they are ready to move forward in their buying process, so be sure that they can fully understand your call operators, or it could cost you a sale! 

Along with using a clear voice, be sure to speak at a healthy pace. Speaking too quickly can give off the impression that you are impatient, and speaking too slowly can make callers feel as though they are boring you, which is definitely not good etiquette.

2. Answer Calls in 3 Rings or Less

The telephone answering service industry standard is to answer incoming calls within three rings. Answering calls within three rings gives callers a good impression of your business and shows that value your customers and their time.

While three rings may not sound like a very long wait time for callers, three rings equate to about 18 seconds of ringing.  After this amount of time, the typical caller will start to lose patience and will likely hang up and call someone else- your competition!

3. Practice Active Listening

Listening is one of the most basic skills that you learn, but doing so effectively is sometimes easier said than done. Listening—not to be confused with hearing—is an active process that involves focusing on what the speaker is saying without other thoughts or distractions interrupting the conversation.

Active listening requires you to pay attention to your caller, encourage the conversation, question the speaker, and reflect on what you hear. Review this blog from our CEO, to improve your active and customer service listening skills.

4. Control the Call

Over the phone, a caller has only a person’s tone of voice and attitude on which to base their opinion. A tone that displays confidence will have an advantage over a weak tone. Furthermore, a confident tone commands attention, gets interrupted less often, and is more likely to instill confidence in the caller or customer. 

At Dexcomm, we call this controlling the call. Rather than talking over the caller or allowing the conversation to ramble aimlessly, the call center agent is trained to capture essential information and get that information to the correct party. This is important when you are relying on a call center answering service to extend the professionalism of the business that you have worked hard to build.

5. Remain Patient

One thing you should never do while answering phones is rush or interrupt the caller.

When you interrupt someone in a conversation, it implies that you already feel like you know what they will say. When you cut them off, it makes it look as if you think you know what they’re dealing with. This is something that can definitely agitate a customer, so it is best to avoid interrupting anyone and always remain patient during a customer service call.

6. Use the 7 Ps

Always keep in mind that effective telephone etiquette requires you to be prepared, present, polite, patient, personable, professional, and proactive. At Dexcomm, we refer to these as the seven Ps of call handling excellence and believe that they are essential to proper phone etiquette.

Lapsing on any of the seven Ps can have a negative impact on your caller experience, which can lead to a negative impact on your company’s image and, ultimately, your bottom line.

7. Smile

Smiling while speaking over the phone may sound a bit strange, but it makes a world of difference for your callers. Studies have shown that a smile can be heard because whenever a person smiles, they actually use a friendlier tone of voice. 

A call operator who controls the call with a smile will find that callers return the favor. When a caller hears your smile over the phone, they are likely to smile themselves. With all of these smiles, your customer has a greater chance of feeling heard and having a positive interaction with your business.

8. Monitor Your Tone of Voice

Just as smiling can influence a call, a call operator's tone of voice directly impacts the outcome of a phone call. When speaking over the phone, people are unable to read certain cues through body language, so they base their interaction on the tone of voice of their call agent.

A defined tone of voice is essential in establishing clear communication between both parties.

Remember, the entire outcome of the call rests on the demeanor and tone of voice your call operator uses.

9. Focus on the Caller

In addition to actively listening to your caller, you must also focus on the caller. Focusing on the caller requires a call operator to completely eliminate all potential distractions such as eating or drinking while speaking to the caller, internet browsing, multitasking, speaking to other customers, and even doodling.

While these tasks may seem harmless, they can greatly influence your ability to focus on the caller. If solving your caller's issue isn't your first priority, you may find yourself with upset callers.

10. Complete Quality Checks

In order to guarantee that your business practices great phone etiquette, you must complete regular quality checks. 

You can do this by making test calls to your business line and verifying that your receptionists or call center agents are using professional telephone call handling techniques.

Chapter 2

The Importance of Industry Knowledge

Answering service providers who understand and have experience with your specific industry are able to provide a better experience for you and your callers.

Cost, integration abilities, and service levels are likely major factors you consider when choosing an answering service provider, but industry knowledge should top the list as well. 

Partnering with an answering service provider with industry knowledge will have a significant impact on your customer experience as well as the experience you have as a partner of the provider. 

When an answering service provider has industry experience, they will have worked with companies similar to yours. This will give your provider many advantages.

Industry Jargon

Every industry has technical terminology that has a specific meaning in said industry. Call operators who aren't familiar with certain industry terms will find themselves caught off guard when speaking to callers. 

It is important that your answering service provider is familiar with the terms that you and your callers will use. Remember, an answering service should serve as an extension of your business and have the ability to help your customers in the same way that you would.

An answering service with experience in your industry will have operators who are familiar with industry-specific terms and phrases. This familiarity will allow for a smoother call between your provider's live call agent and your customer.

Expertise With Specific Software

In order to grow your business and properly manage your calls and schedule, an answering service provider should have experience with specific software.

For example, an answering service provider who has HVAC or plumbing industry knowledge should be able to work with ServiceTitan or offer you API integration or CRM integration.

Tip: When determining the best telephone answering service provider for your business, be sure to probe with direct questions about your industry to find a level of experience and knowledge that you are comfortable with.

At Dexcomm, call data integration allows us to offer more to our customers than traditional answering services.

We can sync your field service platform with Dexcomm’s software to share information, carry out diverse tasks, and reduce rework for dispatchers and administrative staff. Appointments are booked directly in your system without requiring you to pay for unnecessary, redundant data entry, saving your business both time and money.

Syncing your field service platform with Dexcomm’s software allows us to field calls and appointment requests and schedule them right into your own system. For example, many of our customers choose to integrate Dexcomm’s software with ServiceTitan, a widely used scheduling platform that service companies utilize to book appointments and dispatch their teams.

Chapter 3

Similar Core Values

Have you ever felt like you and your business were living on the edge of Murphy’s law?  Not quite to the point where anything that can go wrong always does go wrong, but close.

If you can relate to this concept, you’ve undoubtedly had a day at work that follows one of these scripts:

  • -You had a good schedule made but discovered a major installation had not been entered correctly into the system and everyone was behind all day.  
  • -A technician arrived at the address in the system only to learn that the address had been entered incorrectly.  This error caused the schedule to be off for the rest of the day and week.
  • -You arrive at work to find a list of messages from the answering service.  When making your callbacks you learn that several of your customers sought service elsewhere because they wanted to book immediately.  Or that when making callbacks you cannot reach the customer because the phone number is wrong.  Or that you are embarrassed when making contact because you call the customer by the name on the message, but not by their correct name.

"Anything that can go wrong, will go wrong."

- Murphy's Law

Many of these chaotic situations could have been prevented with a premium answering service. A premium answering service would have correctly entered your installation times into your schedule, provided an accurate address to your technician, and taken accurate and thorough messages from overnight callers.

Like many service businesses, you may have tried several different answering services in the past to find that they are all the same.  These providers say they are committed to excellent service and some of them may have even won service awards, but things never turn out the way you had hoped.  And inevitably, you go back to living on the edge of Murphy’s Law.  You, your technicians, and your office staff all go back to feeling frustrated and exhausted as you try to handle managing incoming and after-hours calls in addition to your daily tasks. 

Why Have Answering Services In The Past Failed Your Business?

Before you reach the point of full exhaustion, please take a moment to reflect.  It is likely that the services you have dealt with in the past do not operate with the same core values that you have for your office.  Just like you can have a rough ride when your tires are out of alignment, your workday can be rough if your values are out of alignment.  

Alignment of values is critical to well-being, both on a personal level, for your company to operate within its own boundaries, and also for working with customers and vendors.

Determining Your Company’s Purpose and Core Values

Has your company ever taken the time to identify its reason for existence?  This is an essential element of business success. A great discussion of this subject can be found in Simon Sinek’s excellent book “Start with Why”.  

Identifying and living your company’s purpose can help get all of your company employees aligned and work begins to flow much more smoothly than before.  You can learn much more about this critical business step by viewing Patrick Lencioni's YouTube or by reading our blog on his teachings.

If your company is clear on its purpose, the next question is: have you identified your company values?  And even more important, once identified, is everyone at your company living those values?  Are you using them for all decisions within the company surrounding employee hiring, training, recognizing, evaluating, promoting, and firing? 

Our own company went through that exercise first in 2008 and have revisited the process several times.  Yet it took a full, all-in commitment during the Covid crisis of 2020 to get us to get to full assimilation at our current level.  

The entire exercise of identifying values is a crucial one for most companies.  Some companies believe they can choose their values - which is great if you can get 100% buy-in from your employees.  However, it is much more practical to identify your current values and select employees, customers, and vendors that align with your values.  When you do that you will find that you begin living further and further from Murphy’s law. 

If your company has not yet identified its values, I suggest the method proposed by Verne Harnish in his outstanding book: “Mastering the Rockefeller Habits”. 

 

The Importance of Your Call Center’s Values

Once you have determined and fully understood the core values that your business lives by, you will want to find a call center vendor that has similar values.

A call center that is fully living its values will evaluate its agents based on those values.  They may include items like customer satisfaction and caller engagement on their agent evaluations instead of only focusing on numbers like handle time or percentage of messages taken.

A call center living a value of empathy will employ operators who are compassionate and truly listen to your callers.

Additionally, a  call center living a value like personal growth will spend more time on training and quality assurance than a call center that focuses on having the best scores and the best statistics.

The point is, if you find a provider with call center values that match your values, they will do the little things that make your life easier:

  • -They will treat you like a partner, not just a customer. 
  • -They will ensure that all agents confirm names, phone numbers, and addresses.
  • -They will have agents that are trained to listen for the meat of the message, sometimes hidden within the caller’s many concerns. They will also engage your callers.
  • -They will fully understand your industry and be able to quickly grasp the problem or issue described by the caller and ensure that the proper information gets entered into the message ticket or the scheduling program.

Now that you understand the benefits of partnering with vendors who share similar values, it is time to determine which vendor is best for you.

How To Compare Quality and Cost of An Answering Service Provider

Choosing an answering service mirrors grocery shopping in many ways. In both instances, you’ll compare quality and price to ensure that you are making the best choice for your budget and needs. But, choosing an answering service is a much larger and longer commitment than simply putting steak or chicken in your cart. 

In order to ensure success when shopping for an answering service, you should:

  • -Compare the values of potential answering services with the values of your own company. You’ll want to make sure that the values for the provider that you choose to align with your own. If they do, your provider will treat your customers the same way you would.
  • -Seek an answering service that is looking for a partner and not just a customer.
  • -Find an answering service that values accuracy and offers integrations. An accurate answering service is necessary for the success of your business, and if they are able to integrate with your scheduling software, your business will run smoothly.

Choose an answering service that shares common values, and you will find that not only will you no longer have to live according to Murphy’s law, but you will have also made the best choice for the future of your business. 

Chapter 4

How Much is a Call Worth to Your Business?

No matter what industry you are in, your business is likely to miss calls. A few missed calls may seem insignificant to your bottom line, but those calls can add up and begin to negatively impact your business--and revenue!

Businesses miss calls for three main reasons:

  • 1. The business is too busy to answer calls.
  • 2. Customers call after hours or on weekends.
  • 3. Customers lose patience and hang up.

If your business is experiencing one of these situations, it can be stressful to you and your employees, as well as harmful to your business. After all, a missed call is a missed opportunity.

Is My Business Too Busy To Answer Calls?

Your business may be too busy to answer customer calls if:

  • -The receptionist or person responsible for calls also has a handful of other responsibilities and isn't able to make it to the phone every time it rings.
  • -The receptionist answers calls, but your business is receiving so many calls that it is impossible for a single employee to answer them all.
  • -You are out working on a job when a caller tries to get in touch and you aren't able to stop work just to answer a call.

If your business is too busy to answer calls, your business has two options. You can hire additional staff who will focus solely on answering incoming calls and handling customer inquiries. This option may work for some businesses, but it can cause more harm in the long run due to increased labor costs and the need for additional employee training. If your business is too busy to answer incoming calls, how will you find time to train new employees on your company procedures?

Another option is to outsource your calls to an answering service. An answering service can handle all overflow and after-hours calls for your business, allowing you to focus on running your business and providing for your customers. 

Why Do Callers Hang Up?

In some instances, you aren't necessarily missing calls, but you are still losing customers. This can occur when:

  • -The customer is put on hold or put in a queue by an IVR system, loses patience, and calls a competitor.
  • -Your customer calls for a simple inquiry but is sent straight to voicemail by a busy receptionist. Upset by your company's inability to help, your caller hangs up and calls a competitor. 

These customers could be ready to book an appointment immediately, but because your business is too busy to answer their call at the moment, they will hang up and book their job with a competitor who can give them the attention that they need.

Is Voicemail Hurting My Business?

Many office managers believe that installing a voicemail will solve their missed calls problem, but this could actually be adding to it!

While companies like to think that a voicemail is good, consider how often you check your business voicemail. Is it every day, every other day, or maybe when you see it has become full? By the time you check your voicemail and call a customer back, they most likely have booked a job or scheduled an appointment with another provider who did answer their call. 

Even if you check your business voicemail religiously, you could still be missing out on potential customers. This is because most callers will not leave a voicemail.

  •  

"80% of callers sent to voicemail don't leave a message because they don't think it will be heard."

- Forbes

What Impact Does A Missed Call Have On Business?

Most business owners don't consider missed calls to be a big deal. After all, how much of an impact does it have on potential customers? 

While it is true that in today's digital world, consumers do a good bit of shopping online, 80% of business communications take place over the phone.

This means that when your customers call your business directly, they are likely to do business with your company. They've done all the research online, read reviews, and have chosen your business. All you have to do is answer the call! 

But what happens when you miss those calls?

Missed Calls = Lost Revenue 

You never know what a caller has in mind whenever they dial your business number. They could have questions about hours and directions, or they may be ready to make a purchase, schedule an appointment, or book a job. Missing that call means you are missing out on potential revenue for your business.

Callers Experience Poor Customer Service

If your receptionist misses a customer's call, the caller either hears a voicemail or an IVR system. Neither of these makes a caller happy and can cause customers to feel frustrated. 

Your Business Reputation Suffers

With missed calls comes poor customer service. And as we all know, people tend to tell their friends when they have a bad experience with a company. Don’t let one upset customer spread their experience with friends simply because you were unavailable to help them. 

Your Company Misses Out on Referrals

If your company has a  bad reputation, you’re not going to receive as many customer referrals. According to Forbes, referrals are the most valuable form of marketing, and they require no financial investment. Don't let a missed call cost you free word-of-mouth advertising.

How 24/7 Call Answering Services Help Prevent Missed  Business Calls

Once you've determined the root of your issue and understand how it is impacting the success of your business, it is time to solve the issue and make sure you’re providing exceptional customer service.

There are several options for this, including hiring additional staff, paying employees overtime to take calls after hours and on weekends, working with a 24/7 answering service, or even hiring a virtual receptionist. 

So, which alternative to voicemail is best for your business? If you want to handle things in-house, hiring additional staff and/or paying current employees overtime to handle calls when your business is closed is your best option. Your staff knows everything about your business already, and will likely enjoy the overtime.

Tip: Give your employees some extra training for handling calls and message taking, "Guidelines & Training Tips For Customer Service Agents".

Be sure that your staff doesn't become overwhelmed and that they are able to answer all calls made to your business, even the 2 am calls or the ones rolling in on a Saturday night. If they aren't able to, you'll find yourself back in the same situation of missing business calls.

Partnering with A Dedicated Answering Service

If you want to guarantee all of your calls are answered, consider partnering with a 24/7 premium answering service. An answering service can prove beneficial as they are able to answer any time, including weekends, late nights, and holidays. 

A premium answering service will work with you and function as an extension of your office. With a premium answering service, most callers will think they are talking to someone inside your office. What is a 'premium' answering service?

Working with a Virtual Receptionist

If you want to gradually outsource after-hours calls, consider working with a virtual receptionist. A virtual receptionist is a great choice for any business owner looking to cut the costs of a full-time receptionist, without losing the benefits.

A missed call can have a significant impact on your business and eventually your pocketbook. Determine which solution is best for your company and work to turn those calls into customers!

Chapter 5

Decreased Labor Costs

When determining whether an answering service is worth it for your business, consider the decreased labor costs that a partnership with an answering service can provide.

If you currently have an in-house receptionist or dispatcher answering all of your business calls, you are off to a great start! Your callers are likely being handled by a well-informed individual who can provide them with the answers they need. 

But, a majority of these receptionists and dispatchers are full-time employees who have a lot of additional responsibilities along with answering incoming customer calls. If you plan on growing your business and as a result, receiving more incoming phone calls, you may consider hiring additional receptionists and dispatchers to field these calls.

An alternative to hiring additional employees to answer calls is working with an answering service. In fact, working with a premium answering service can actually lead to decreased labor costs.

You Don’t Have to Hire or Train More Employees

When you outsource the calls that your business receives, you can pay whoever is answering your calls as a contractor.

For example, if you hire full-time employees to answer calls that your business receives overnight, you will have to pay these employees whether the phone rings 100 times a night or doesn't ring at all. But, with an answering service, you will only have to pay for the time that an agent is on the phone with your caller and works on your account. 

This allows you to avoid bringing an employee into the company while still saving money on benefits and training. It also allows you to capitalize on your time by allowing you to avoid adding management duties associated with an in-house employee to your daily tasks. 

Access to a More Diverse Talent Pool

When hiring an employee, you may only have access to a small, local talent pool. This could mean you have to compromise on the quality of your call operators.

Many companies have found that outsourcing phone calls gives them access to talent in other parts of the country. For many businesses, the perfect answering service provider may not be local, so working with a national answering service provider can give them access to that diverse talent pool.

Save Money on Training

Another way that working with an answering service can decrease labor costs is by helping your business save on training new employees. 

Training a new employee appropriately often takes weeks. Along with the time spent, you should also consider the resources that you will need to use when training a new employee. Even after a new employee is fully trained, you must still set aside time and money for additional management to supervise and help your new employee.

Partnering with an answering service can help cut costs associated with training new employees. Premium answering services already have highly trained call agents who are prepared to handle your callers and represent your business with the same professionalism that you would.

 

Chapter 6

Flexibility for You and Your Staff

 

Your customers are the life source of your company.  You have worked day and night to market, nurture, service, follow up, and retain these loyal customers.  So, it is understandable why you may be hesitant to trust your customer interactions to an after-hours answering service. 

The problem is that there are only so many people on your internal staff and a seemingly unlimited amount of customers to satisfy. In order to best satisfy your customer base, you need a greater team of highly professional, compassionate live agents who act as an extension of your business.  You need a  group of people that will sit in your chair, figuratively, and treat your customers the same way you would, literally.

Even if every provider out there did meet the standards depicted, “Are they worth it?” is the question.  When choosing an answering service provider, ask yourself “What is my return?” versus “What am I going to spend?” 

To answer this question, let's consider the varying levels of return that your business would see from an after-hours answering service.

Flexibility for You

As an answering service, we often hear, from our clients, that it will be confusing to customers to not reach “so and so”.  This is that one person who every customer is so accustomed to speaking to when they dial your business.  That person is most likely YOU!

However, you have a life outside of the office and you have other job responsibilities in addition to answering the phone.  You likely have to handle the customers, vendors, technicians, ownership, and everyone else that walks into your front door and requires your immediate assistance.  My guess would be that the phone never ceases to fail and rings when you are either already on the other line or preoccupied with another one of your responsibilities.  Am I right?

Having a conditional call forwarding feature (programming the business line to ring for a predetermined number of times on your end before then forwarding to additional support) can make a night and day difference.  Not only do you not have to feel so tied down to the phone, but you can also avoid having to divert your attention away from tasks in-progress.

If your business is like many of our clients, in addition to handling all incoming calls during business hours, you or someone in your office is also responsible for taking an on-call cell phone home after hours to continue to field customer calls. While this may prove necessary to best serve your customers, it can easily result in employee burnout!

After working a full day, your employees deserve to clock out and get a chance to fully recharge. Even with the benefit of overtime pay, the best employees may still miss these after-hours calls or grow to dislike their work. You, your employees, and your company would be better off with a well-rested, happy employee.

But what about voicemail? 

Couldn’t a simple voicemail system easily solve this issue? While using a voicemail system could allow your callers to leave a message, it surely won’t guarantee it. In fact, 80% or more of all callers who reach a voicemail decide to abandon the call entirely (and usually call one of your competitors)! With only a number to reach them back at, you and your staff are left playing everyone’s favorite game of phone tag (and you are IT).

Flexibility for Your Technicians & Dispatchers

Many home services businesses will have their overnight technicians or dispatchers handle these incoming after-hours calls. The technicians and dispatchers are already on call for emergency jobs, so why not just have them answer the incoming calls as well? As an answering service, we can share several reasons as to why this solution is not ideal.

While some of the calls that come in overnight will be callers in need of an emergency technician, a large percentage of your after-hours calls will not be urgent. These calls can range from billing inquiries to general questions about your business. While such questions are surely important, they shouldn’t interrupt your technician while on a job, in an attic, or in the middle of face-to-face interaction with a customer.

An after-hour answering service allows for the technician to focus on the task-at-hand and can help your dispatchers succeed. That means a higher efficiency with job completion, fewer missed calls, increased captured opportunities, and most importantly a happier and more effective employee. Additionally, if you can find an answering service provider who can integrate with your scheduling software, consider the amount of administrative time a technician can avoid by having all of the customer’s information created and/or verified in the system, as well as, a booked job created and ready for dispatch.

Flexibility for the Customer

Last but certainly not least, “How does this help my customer?”.  In today’s world, instant gratification is everything.  When a new or existing customer calls in, no matter what time of day or day of the week, they expect someone to be available to help.  They expect you to be flexible to their needs and the timing of said needs.

If you are not readily accessible, a new customer calling in after-hours will most certainly look down the list of Google results and attempt to connect with your competitor.  An existing client may give you the benefit of the doubt, but if it becomes a trend that the same competitor may soon walk through their home doors. You must take the time to consider the cost of a missed call to your business.

An answered phone call can make all the difference for a customer who just wants to be heard.   After-hour answering services can provide this by simply picking up the phone, listening to your customer,  and accurately documenting their information and reason for the call.    A premium answering service will take this even further by reaching out to someone who can help and potentially booking a job in your scheduling software system such as ServiceTitan. 

 

"As a business, begin to look at more than just the cost when selecting to partner with a provider, as I am certain you would ask of your customers."

Untitled design (2)-2

Are You, Your Technicians, & Your Customers Worth It?

That is what things ultimately down to.  When considering partnering with an answering service provider, whether you are new to the process of contemplating a switch, keep you, your technicians, and your customers at the forefront of your decision making.  Also, be sure to keep the cost-benefit analysis and decision criteria open to more than just “What are your rates? or What am I going to spend?”. You should consider how a cheaper answering service may lead to lost revenue for your business.

There is extreme and typically unseen, the value in the return on your time, your technician’s increased efficiency, and your customer’s overall satisfaction.  As a business,  begin to look at more than just the cost when selecting to partner with a provider, as I am certain you would ask of your customers.  Let’s prioritize the people involved.

That is where you will find growth.

Chapter 7

Evaluating Accuracy & Reliability in Your Answering Service

Benefits aside, not every answering service is equally effective—and in order to reap the rewards, it’s essential you find a way to measure your answering service's performance to make sure it’s yielding the results you’re looking for. 

The decision to use an answering service is a strategic choice for how your business captures jobs and revenue, the efficiency of your operations, and the management of your human capital. Whether you are evaluating your current answering service or call center, looking for a better answering service, or considering using an answering service or call center for the first time, there are three large-scale criteria to consider: Accuracy, Reliability, and Value.

Because an answering service or call center is an investment in how your business communicates with its callers and customers that impacts your reputation, making these evaluations correctly is very important. Let’s dive into the accuracy and reliability of your answering service.

Evaluating the Accuracy of Your Answering Service

There are a few ways to think about accuracy. You can mean “closeness”, as in how precise something is. Like shooting an arrow and hitting the bullseye. You can also think of accuracy as synonymous with reliability. We are going to treat reliability as a distinct topic because we feel it is so important.

For our purposes, accuracy means meeting expectations that you have communicated to your answering service or call center. It can also mean following the script and knowing when to deviate. It can also mean consistency in gathering the correct information over time. This is where all good customer service begins and ends.

To ensure accurate answering service, it is critical to get off to a good start with your answering service or call center.

Simple Ways to Ensure Call Center Accuracy

If your answering service has a partnership mindset, this is an early indicator that they will provide you with accurate services.

1. Establish rapport with your account manager

Great partnerships begin with a great foundation, so you will need to be on the same page with your account manager when defining expectations for your answering service. This rapport will ensure that you have a direct line of contact with whom you are comfortable being open and direct with. This will allow for improved communications and accuracy throughout your partnership.

2. Introduce Your Staff & Core Values

Any partnership is built on trust. This trust is made up of shared information and vulnerability. Putting names with faces and hearing about the experience the team assigned to your account has accumulated can inspire confidence and begin to build trust between your business and your answering service.

Your core values, what your company stands for and believes in above all else, tells your partner your boundaries. Hopefully, you will find an answering service provider with shared values, which can ignite the passion behind your respective companies and help you to work for a higher purpose.

Getting on the same page about goals and what is most important for your company in working with an answering service or call center helps to keep priorities front of mind. By communicating what is most important you are more likely to achieve it.

3. Complete the Start Sheet Together

It is very common for clients of call centers or answering services to receive the starting information sheets from the sales representative or business development representative (or worse, get sent an impersonal form or email after you requested a quote) only to be left to complete the form on their own.

As the saying goes- garbage in, garbage out. Don’t fall victim to neglecting to put a meeting on your calendar and having a discussion about the information needed to begin services. Set time aside to spend time with your account manager to make the most of your communications investment.

4. Compare Expectations      

Accuracy is critical whether you are using an outsourced answering service or call center or your own in-house center.

Make sure your expectations are clear and realize that while an answering service provider will not be a carbon copy of your in-house staff, your provider should collect accurate information and always provide outstanding customer service to your callers. 

5. Listen to Calls and Give Feedback

With most answering services, you will have access to call audio through a web portal or third-party service like Call Rail. Use these calls as an opportunity to share positive feedback to reinforce what is working for your answering service and what is not.

Determining the Reliability of Your Answering Service

Anytime you outsource certain functions of your business, there will be inherent risk involved. When outsourcing your call center, you run the risk of trusting your callers to a provider who may not have the same levels of customer service or customer privacy as you do.

Determining the reliability of your answering service or call center can help you to have peace of mind knowing that you are making the right choice and that your calls are being answered correctly.

Reliability is the degree to which your answering service or call center can be depended upon to be accurate. Put another way, it is how consistently well they perform; ultimately leading to their level of trustworthiness. Performance that is consistent (a provider who is able to handle your day-to-day communication needs) is a result of staffing, availability, and capability.

Is Your Answering Service Staffed to Serve You?

Unless you are interested in a dedicated operator model of answering service, there will be multiple agents handling your phone calls. The reason this is done in the answering service and call center industry is what is known as the pooling effect. A consolidated pool of operators will have a greater call answering efficiency than a fractured pool. The bottom line is that having the correct number of trained people at the right time to handle your calls is vital to you having a good experience with your answering service.

Staffing for answering service operations is largely about culture and predicting call traffic as accurately as possible. Remember telling your account manager about your company’s core values? Now is a great time to find out about the answering service or call center you are partnering with. What are their core values? What is their turn over rate for agents and managers? How long have they been in business? Learn about who is answering your calls and how they are prepared for doing that. Visit the answering service in person if possible, or virtually.

Note: Generally, answering services and call centers have high turnover rates for their staff. Are they outsourcing their own answering? This is an important question to consider since you are investing in these customer service representatives.

Is Your Answering Service Available When You Need Them Most?

Having the correct staffing to answer fluctuating call volumes in a timely manner will not mean much if the calls cannot get through, your information cannot get relayed properly, or there are disruptions to service caused by power outages.

Being available to communicate with your potential customers, current customers, and employees is dependent on your provider's uptime. Uptime is the availability of an answering service's telephony, data, and power systems to keep the lights, data processing, and communications received and sent correctly.

A simple place to begin evaluating the availability of your answering service is their power plan. Good answering services have one level of redundancy so that there is no single point of failure to shut them down. A common example is an uninterruptible power supply (UPS). These are essentially large batteries that provide temporary power to servers, computers, or other hardware when utility power is not available. They also “clean” power and surge protection to ensure that your electronic devices run well for a longer amount of time.

Great answering services know that one level of redundancy is not enough, and will invest in multiple redundancies. UPS systems typically provide minutes of power, depending on what it is trying to power. This means that when the battery runs out and your answering service does not have a plan B they could stop receiving your calls. Additional redundancies cost money and time to purchase, manage, and maintain properly. If your answering service or call center is not willing to make that investment in your success, you should keep looking for one who will.

The next consideration for the availability of your answering service includes the security of their data storage and their data retrieval processes. You have information about your customers, callers, and companies existing on data servers that your answering service is in charge of protecting. If you are a medical client, there are solutions for secure texting available to protect your clients’ personal health information.

Additionally, it is wise to discuss how your answering service has set up its telephony. Most answering services and call centers are using voice over internet protocol (VOIP), Session Initiation Protocol (SIP) trunking, soft switches, and many other systems that you neither need to dig into nor understand in order to know if their telephony systems ensure their availability to serve you. Ask about redundancies, if single points of failure exist, and listen to how your questions are being answered.

Understanding the Capability of Your Answering Service

The final aspect for determining if your answering service is reliable is understanding their capabilities.

Is your answering service experienced with handling calls in your industry? You can understand this capability by determining how many clients are being served by this provider that are similar to your business.

Another way to determine an answering service's capabilities is to ask for referrals from a cross-section of customers. Talking with a larger sample of customers than only those that are similar to you can give you a broader picture of your answering service’s capabilities. This includes accounts that are not in your industry, use different services, those who have recently joined, and those who have been customers for an extended period of time.

Do their training and quality programs instill confidence that they will handle your calls well? After discussing the processes and team that train, audit, and coach the agents answering your calls, you will come away with confidence in their abilities or doubt about their capabilities. No answering service or call center will be perfect. Without a strong QA and training team, you will not see the growth necessary to achieve a premium, quality of service.

The last thing you should consider when reviewing an answering service's capabilities is whether or not the provider can scale and support your future needs. Your business has plans, goals, or outcomes you need to achieve in the future. Does your answering service have the capability to grow with you and support those dreams?

Chapter 8

Customer Service & Integration Abilities

High-quality customer service from all your vendors is important, but it’s crucial with your call center vendor. The cost of poor quality directly affects your bottom line in unhappy customers, lost opportunities, and the reputation of your business in your industry.

As an office manager, it can be difficult to measure the quality of service that certain vendors provide. This is especially true for call centers and answering services that you have been working with for an extended period of time. You may be unsatisfied with the customer service that your local answering service is offering but aren't sure of what a new vendor could offer.

Inertia tends to lead people to just become accustomed to whatever they get, but when it comes to the level of service that their call center provides, a business should never take such a hands-off approach.

As your vendor, your current outsourced call center has two customers that they must serve: you and your customers. We want to help you assess both functions of their customer service. In this chapter, we will help you assess the level of care your answering service brings to your callers and then consider the way that they provide service to you, their customer.


Successful businesses invest in marketing to get the phone to ring and drive new revenue. These business leaders also recognize the value of returning customers and understand that the impression made over the phone is critical to bringing customers back to them for more. How do you know that your call center provider is doing a good job representing your business?


Different Types of Incoming Calls & How To Handle Them


It’s critical to the mutual success of your organization and your third party call center that you’re intentional about your goals for each type of call you send to them. Have you thought about all the calls that they handle, and do you know what you want that experience to be like? Once you have a good answer to those questions you can start looking at those interactions to determine if they meet your expectations.


You also need to assess the quality of the information that they gather and deliver it back to you. Is it professional and accurate? Receiving the wrong information at best is a simple pain in the neck to get cleared up, but at worst can cost you business if you are unable to successfully reach the customer or successfully handle their request in a timely manner. Poor accuracy or unprofessional communication from your call center to your team is usually a sign of unprofessional call center agents who may be leaving a bad impression on your valued customers.

Next, you must know how they sound. You’ll never be able to fully assess your call center if you don’t invest time in listening to some of their calls. Does your answering service make it easy for you to listen to their calls? Or do they provide any kind of recordings of their interactions with your customers? When you listen to these calls, do the agents sound annoyed, or do they sound grateful? The tone of voice that a call agent adopts will have a major impact on a call. Professional agents should speak clearly, cheerfully, and should represent your business in ways that make you feel good. If that’s not the case, it’s time to start checking out other providers.

 

"A 2018 report found that poor customer service was costing businesses more than $75 billion a year."

- Forbes

Important Measurements For Your Call Center


After you’ve determined that you have a provider who’s meeting your needs for professionalism, please make sure your answering service is also maintaining high standards for timely answering and call completion during times of high call volume.


A long-standing goal in the answering service industry is to have a live agent answer all calls by the third ring.


This is not possible 100 percent of the time, so traditional answering services have usually held to a standard between 75-85% with something closer to 99% answered live within 36 seconds (or 6 rings). Answer times that approach those standards will help to ensure your callers don’t hang up and that they have a quality experience.


Other metrics that an inbound call center should measure include:


-Hold Times
-Percentage of Calls Unanswered
-Percentage of Callers Who Are Asked To Be Put on Hold

Your call center provider should be able to find this information quickly and share it with you and your team. Office managers should have goals for these measurements, and they should ensure that their outsourced call center or answering service is meeting them.

So, when evaluating the success of your call center’s success in providing high-quality customer service to your valued customers remember the following factors:
-Do they handle your calls as you expect them to (eg. route them to the proper people, set the right expectation, handle customer complaints appropriately, etc.)
-Is the information they provide you with professional and accurate?
-Are they representing you on the phone in a professional manner that reflects your business in a way you are happy with?
-Do they have metrics that can show your calls are answered in a timely manner and that your customers are not waiting lengthy periods for help?

If your call center is meeting high marks in all the above areas, there’s a good chance they’ve also established a quality partnership with you. However, it’s important to remember that they owe you specifically a level of attention that meets your needs. We’d like to help you evaluate that relationship as well.

Customers need to be able to offer feedback. Does your call center make it easy for you to let them know how they’re doing? Do they ever even bother to ask you? A call center should regularly seek out feedback about their quality of service to you and provide you with ways to let them know, whether it be through direct outreach from a representative, formal surveys, or easy access to a dedicated manager who is there to understand and meet your needs.

Your answering service provider should be able to customize solutions to your needs. Your business is unique and requires unique service. How hard is it for you to make changes to processes with your answering service provider? Changes to who get reached for certain types of calls or business needs ought to be updated quickly when you make them, and shouldn’t require being transferred around to many people to solve. If this is happening beware that you have a provider who provides “cookie-cutter” solutions that don’t reflect the needs of your business.

An organization you invest as much in as you do a call center should also dedicate help to you. Do you have someone you know who is responsible for your satisfaction at your answering service? You should be able to get help for your problems resolved quickly. This person should understand your values and be your advocate at your call center.

Lastly, how does your relationship with your current vendor make you feel? Are you happy? Confident? Neutral? Or are you uneasy or upset? Sometimes just reflecting on the way you feel about a relationship like this can help you make decisions. If your answer to the last question was neutral, uneasy, or upset, it’s probably time to start doing a more serious evaluation of your call center.

The level of service you receive from your call center can make or break your business. Assessing this quality objectively and independently will be critical to your success.

Chapter 9

Making a Test Call

After reading reviews, speaking with referrals, and analyzing the sales process, it is best to test an answering service before you make your final business decision.

Why Should I Make a Test Call?

After considering a few providers, you have determined that one answering service provider is best for your business. Before moving forward with your new provider, it is a best practice to make a test call to the answering service. 

This is very important because while you may have had many good phone conversations with the salesperson, the sales team won't be answering your calls, their operators will. A test call will allow you to see exactly how the operators will sound and how they will treat your customers. 

Not sure how to make a test call? Ask the salesperson who has been helping you throughout the buying process. There are certain ways that an answering service can offer you a "test" scenario. These include providing you with a simulated number or giving you the names of a few clients so that you can call yourself and see how the call operators do in a live environment. 

If you are already partnered with an answering service and are analyzing your current provider, making a test call is still a good practice. You will be able to hear how your answering service provider's call operators sound and determine if they are the best people to represent your business to customers.

You never know when new agents may begin working with your answering service provider, so it is a good idea to make routine test calls to guarantee that your customer service levels remain high and continue to meet your expectations.

"While you may have had many good phone conversations with the salesperson, the sales team won't be answering your calls, their operators will."

making a test call to your call center

What to Look For During A Test Call

When making your test call to an answering service, there are three major questions you should consider:

-How Long Does the Phone Ring?

-Is the Staff Professional and Courteous?

-Do the Call Operators Confirm Information?

1. How Long Does the Phone Ring?

The number of rings that your callers hear will have a huge impact on the outcome of their call. 

The standard in the telephone answering industry is to answer a call after three rings. Three rings equates to about 18 seconds of wait time for a caller. After 18 seconds, callers tend to become restless and impatient. 

If an operator does answer, say on the sixth or seventh ring, the caller will have been waiting for forty seconds. While some callers won't have an issue with this, it could be a problem for others. These callers may begin their call irritated, and have a harder time finding a solution to their issue that prompted the call.

With a long ring time, some callers will hang up before the operator is even able to answer. Because these callers have lost their patience with your company, they have moved on to your competition. If you are in an industry where your callers are potential customers, you understand the importance of customer service and how this can be very damaging to your business.

2. Is the Staff Professional and Courteous?

The staff of an answering service will often be the very first impression that your callers will have of your company. With this in mind, you want to be sure that the operators interacting with your customers are able to represent you in a courteous and professional way that aligns with your company's values.

In certain industries, compassion is a key trait that you should look for in your operators as well.

A compassionate operator will:

  1. HVAC/Plumbing/Electrical Industry: Make the customer feel heard. Callers trying to reach a plumber or contractor may be calling due to an emergency in their home. They are most likely stressed, and worrisome. A compassionate operator will hear their emotion and handle the call with the care that you would yourself. If your operator was not compassionate, your caller could feel as though their issue didn't matter, and they may hang up to find a more personable company.
  2. Medical Industry: Listen to the caller. Callers trying to reach their doctor's office are most likely calling for an issue related to their health. Whether it be concerning an upcoming surgery, or scheduling an appointment, your caller's issue requires attention and compassion. A compassionate operator will respect your caller in the same manner that you or your in-house staff would. 
  3. Funeral Home Industry: Care for the caller. Callers trying to reach your funeral home are most likely calling after handling the passing of a loved one. These callers are grieving and must have an operator that is calm, respectful, and compassionate. These callers do not need to be rushed off the phone or given an unprofessional experience.

Note: Many answering service companies will not have compassionate operators. Compassionate operators are more likely to be employed by a premium answering service like Dexcomm over a commodity one. 

3. Do They Confirm Information To Guarantee Accuracy?

Accuracy from a call operator is essential. For many industries, callers are leads or potential customers. A person calling may be scheduling a consultation, booking an appointment, or scheduling a service.

If an operator is inaccurate in their message taking, you could lose a customer. A misspelled name, wrong address, or incorrect phone number could prevent your company from reaching out to the caller. It could also harm your professional reputation.

When testing your answering service, be sure to check and see if the operator confirms the information that your share with them, the success of your business depends on it!


Steps to Make A Mystery Call

1. Have your criteria for excellent service ready.

You may have already discussed these with your account manager. If not, now is a good time to reflect on your expectations for what good service looks like. As an example, the as:

“Excellence requires a level of service that considers the caller first in every aspect of the call. Excellence makes a caller believe they are the most important person (or their problem is the most important consideration) to your call agent / CSR. How the agent handles every call, from beginning to end determines the success of your client relationship and the level of repeat business. No matter what is happening at your office on any given day, the caller should never believe your agent is too busy to give them the best service.” - Association of TeleServices International

2. Script a handful of scenarios that you would like to have your answering service handle.

These could be common call types that you know are being or will be handled. You could also prioritize emergency or VIP client call types so that you know they are handled correctly.

3. Act like a caller.

Go through the call as if you are an actual caller. Take notes as needed, focusing on the side of active listening rather than writing every word down.

4. Ask for Follow-Up

At the end of the call, inform the agent that you are with the company and testing the quality of service. Ask for the recording to be sent to you, for the time to be credited from your bill, and for a follow-up call with your account manager.

5. Repeat.

Repeat this process for the scenarios that you would like covered and keep your notes together to discuss this with your account manager.

6. Check for Accuracy.

The most basic form of accuracy is name, number, message. Is the name spelled correctly? Is the phone number correct? Is the message about what the call is regarding accurate? Did the information push to your software integration correctly? The next level of accuracy is meeting your expectations.

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