Call Center

Updated On: Apr 1, 2024

Call Center Operations: Best Practices & KPIs to Track Success

Reading-Time 19 Min

Call Center Operations

Call centers are at the forefront of customer interactions, acting as a nerve center where companies interact directly with their customers. Therefore, the efficiency of call center operations directly impacts customer satisfaction and retention rates and is an essential consideration for many companies. 

To ensure the proper functioning of a call center, it is necessary to implement industry best practices and closely monitor individual key performance indicators (KPIs). These practices and KPIs serve as indicators that point the way to increasing efficiency, reducing operational costs, and improving customer service

In this blog, we will delve into the best practices to successfully manage call center operations and also look into some of the essential KPIs we should keep in mind to track call center success.

14 Best Practices to Successfully Manage Your Call Center Operations

1. Focus On Improving Employee Experience

  • Foster a positive work culture that encourages collaboration, respect, and inclusion. Encourage teamwork and provide enough breaks to reduce stress. A supportive work environment, opportunities for skill development, and recognition for their efforts boost morale.
  • When employees have a positive experience within the organization, they are more likely to adopt a customer-centric mindset. A satisfied and motivated workforce understands the importance of excellent customer service and is more inclined to align their actions with the organization’s customer-focused goals.

2. Foster Employee Engagement

  • Engaged employees are more likely to feel motivated and satisfied with their work. When call center agents are motivated, they tend to be more productive and deliver better service to customers.
    A positive work environment, where employees feel valued and supported, leads to higher levels of job satisfaction, reducing turnover rates and ensuring a stable and experienced workforce.
  • Call center work can be demanding and stressful. Stress can be handled more effectively by engaged workers, and companies that value employee well-being can see a decrease in burnout.
    Agents that are less stressed create a happier environment, which enhances the client experience. Employee stress increases the likelihood of mistakes being made or poor service being rendered, which lowers customer satisfaction.

3. Ensure Agents Have Access to the Latest Information at All Times

  • Agents with access to up-to-date information can provide accurate and relevant assistance to customers. As a result, customers are more satisfied because problems are fixed correctly and quickly.
  • When agents have access to the most recent information, they can respond to client requests more quickly. This shortens the length of calls, wait times, and the need for clients to constantly follow up on the same problem.
  • Having access to up-to-date information enables agents to address problems with customers at their initial interaction. In addition to raising customer happiness, this lowers operating expenses related to follow-up interactions.


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4. Deliver an Integrated Agent Desktop

  • Implement CRM systems that provide a 360-degree view of customer interactions. This gives agents comprehensive information at their fingertips, increasing problem-solving efficiency. 
  • An integrated system can help enforce compliance and security protocols. More efficient implementation of access restrictions and monitoring tools will guarantee that sensitive customer data is managed in compliance with legal standards.
  • Integrated systems allow for better data analytics and reporting capabilities. Managers and supervisors can make data-driven decisions by learning about customer patterns, agent performance, and operational indicators.
  • An integrated desktop can support various communication channels (phone, email, chat, social media) within a single interface. Agents are able to manage cross-channel interactions with ease, guaranteeing uniformity and a cohesive client experience.

5. Make Knowledge Easily Accessible to Agents

  • Create interactive decision trees that guide agents through complex scenarios. Incorporate branching logic that adapts to different customer responses so agents know the appropriate next steps. 
  • A centralized knowledge base ensures that agents have access to the latest and most accurate information.This keeps customer interactions consistent and helps to prevent misunderstandings and disinformation.
  • Easy access to information reduces the stress on agents, as they feel more confident in handling diverse customer queries. Lower agent turnover rates and a healthier work atmosphere are two benefits of less stress.
  • Agents who feel supported with easy access to knowledge are more engaged in their roles. Employee engagement increases the likelihood that they will go above and beyond for clients, which improves the caliber of services.

6. Train Agents Well

  • Make training programs for specific call center roles, e.g., technical support, sales, or customer service, with content tailored to each role’s specific challenges and requirements. 
  • Set up learning paths that agents can follow to improve their skills continually. Offer advanced agents training modules that allow them to specialize in specific areas and become subject matter experts.

7. Offer Incentives

  • Offer bonuses for performance metrics such as customer satisfaction, first-call resolution rate, or sales targets. Clear and achievable goals motivate agents to excel in their roles. 
  • Implement team incentives that encourage collaboration. Reward entire teams for achieving common goals and promote teamwork and mutual support among agents.


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8. Encourage and Incorporate Agent Feedback

  • Create anonymous feedback channels where agents can raise concerns or suggest improvements without fear of retaliation. Use surveys or suggestion boxes to get honest feedback. 
  • Develop action plans based on agent feedback. Communicate the changes brought about by their contributions and show that their opinions directly impact the organization. 
  • Schedule regular meetings to discuss agent feedback. Provide updates on changes made and include agents in discussions about further improvements so that they become active participants in the feedback loop.

9. Implement Quality Assurance Measures

  • Conducting benchmarking sessions in which quality assurance auditors adjust their evaluation criteria. Maintain consistency in evaluating telephone calls, discussions, and emails to ensure fairness and accuracy of the quality control process. 
  • Offer one-on-one coaching sessions based on quality assessments. Use these sessions to identify areas for improvement and provide personalized guidance to help agents improve their skills.

10. Workforce Management Optimization

  • Analyze historical data to identify patterns in call volume and customer inquiries. Use this analysis to predict future needs and adjust staffing levels accordingly accurately. 
  • Implement real-time compliance tools that track agents and activities in real time. Ensure agents adhere to schedules and breaks, optimize workforce management, and maintain service levels.

11. Implement Multi-Channel Support

  • Create a central knowledge base management that supports all communication channels. Maintain consistent information across all channels so agents can provide consistent and accurate responses. 
  • Implement an omnichannel approach where customer interactions are seamless across all channels. Give agents access to customer history and recent interactions, regardless of channel, providing a holistic view of the customer journey. 
  • Implement intelligent routing systems that automatically route customer requests to the most appropriate channel and agent based on the type of request and agent experience. Efficient routing shortens response times and increases customer satisfaction.

12. Use Data Analytics

  • Use predictive analytics to anticipate customer needs and trends. Analyze historical data to predict future customer behavior, enabling proactive customer engagement and problem resolution. 
  • Implement sentiment analysis tools to measure customer emotions during interactions. By analyzing customers’ feelings, we can understand their level of satisfaction and tailor responses to their emotional state.

13. Continuous Performance Monitoring and Improvement

  • Continuous review and optimization of call center processes to adapt to changing customer needs and industry trends. Drive process improvements by hiring agents to identify bottlenecks and inefficiencies. 
  • Compare your call center performance against industry standards and your competitors. Identify opportunities for improvement by benchmarking your operations against industry best practices to stay competitive and innovative.

14. Invest in Advanced Technology and Automation

  • Integrate AI-powered chatbots to handle routine queries and frequently asked questions. Free human agents’ time to focus on more complex issues, improving efficiency and response times. 
  • Use speech analytics tools to analyze customer-agent interactions in real time. Identify common keywords, opinions, and issues to give agents instant visibility and enable them to personalize their responses effectively.

8 Essential Call Center Metrics to Track

Monitoring key metrics is essential to assess call center performance and identify opportunities for improvement. Here are some basic call center metrics:

1. Average Handling Time (AHT)

Average handling time (AHT) measures the average time an agent takes to process a customer request, including handling time, waiting time, and mail. Assists in evaluating performance and setting service level expectations. 


2. Time to Proficiency

Time to proficiency measures the time it takes for a new agent to fully master their role, including knowledge, skills, and customer service skills. 

Time to Proficiency formula

3. Holding Time

The holding time measures the average time that customers wait during a call. Long waiting times can have a negative impact on customer satisfaction. 

Holding Time formula

4. First Call Resolution (FCR)

First call resolution (FCR) indicates the percentage of customer queries resolved in a single interaction. A higher FCR means effective problem resolution and a positive customer experience. 

First Call Resolution (FCR) formula


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5. Customer Satisfaction (CSAT)

CSAT measures customer satisfaction by collecting feedback through post-interaction surveys. Helps evaluate the quality of customer service. 


6. Agent Error Rate

Agent error rate quantifies the frequency of errors agents make when interacting with customers. Reducing this rate is critical to maintaining service quality. 

Agent Error Rate

7. Occupancy Rate

The occupancy rate calculates the percentage of time agents are actively involved in customer interactions or activities. This can help optimize the agent’s workload. 

Occupancy Rate formula

8. Churn Rate

The churn Rate indicates the percentage of agents who left the call center during a specific period. High abandonment rates can be costly and disruptive to operations.

Churn Rate Formula


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Enhance your Call Center Operations with Knowmax

Effectively managing call center operations requires a multi-faceted approach focusing on employee experience and customer satisfaction. By following the best practices mentioned above, call center managers can ensure operational efficiency and deliver exceptional service. 

To streamline knowledge management call center operations and improve agent skills, consider a customer experience-focused knowledge management system like Knowmax. 

Knowmax simplifies content creation, breaks down knowledge silos, and reduces agents’ time to master it. Agents can access the right information anytime by centralizing and organizing knowledge, ensuring consistent and efficient customer interactions. 

Knowmax gives agents access to the latest and most relevant information. This shortens the time it takes for agents to become experts and increases their ability to provide accurate and timely solutions to customer queries. 

By integrating Knowmax into call center operations, managers can create a knowledge ecosystem where information flows seamlessly and closes the gap between customer inquiries and expert solutions.

By deploying Knowmax, call center managers can streamline their operations, provide exceptional customer service, and achieve lasting success in today’s competitive business environment.

Yatharth Jain


Yatharth has over 8 years of experience in CX, KM, and BPM. He founded Knowmax to make knowledge a genuine superpower for CX teams. He blends his experience working with CX and KM leaders across industries with the latest technology trends to build products people love.

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