A Ten-Step Process for
Buying Call Center Software*

The right software can make your contact center sing with higher productivity and performance, better reports which enable better management, improved service and/or increased sales.

Some companies want to choose call center software in a matter of 2 days. These firms often pay for hastiness when the solution no longer meets their needs in a matter of months or weeks. They either hobble along with inadequate software, or throw it out and try again. Do it right the first time around.

Here are the 10 steps to employ in the selection of call center software. Properly performed, this process can help a business make a better choice as it considers the hundreds of potential vendors -- whether with a consultant or on its own. The 10 steps are:

1. Define Needs in detail, in writing, for today and future years.

2. Identify Software that appears to meet the "must have" needs.

3. Issue An RFP (request for proposal) that asks vendors to describe how they can specifically meet each of your business' stated needs, in writing.

4. Review RFP Responses clarify ambiguities in writing.

5. Check With User Group members and newsgroups for feedback on the system.

6. Check References.

7. Select Finalists for site visits.

8. Kick The Tires of finalists by visiting an operation similar to yours,
which is using the software in a similar way, and asking tough questions.

9. Review And Revise The Contract making sure to incorporate the
RFP response and making sure to have it reviewed by a competent attorney.

10. Develop An Implementation Plan And Timetable with the vendor
and incorporate it into the contract.

Each step requires a thorough approach. For example, if your enterprise needs custom screens, it is beneficial to design them up-front and incorporate these into the contract.

*These are general recommendations. Specific strategies and tactics should be based on a review of your needs, market and operation. For outside support, contact Lieber & Associates.