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Call Centres. A Step-by-Step Guide to Establishing an Efficient Call Centre for the Small Business.

Call Centres

Call Centres for Small Businesses


Setting up a call centre for a small business can provide enhanced customer service, improve communication, and streamline operations.


Here's a step-by-step guide to help you establish a call centre for your small business:

Assess Your Needs and Goals: Determine why you need a call centre. Is it for customer support, sales, order processing, or other purposes? Define your goals, such as improving customer satisfaction, reducing response times, or increasing sales.


Define Call Centre Scope: Decide on the services you'll offer through the call centre. Will it be inbound (receiving customer calls) or outbound (making calls to customers)? What types of interactions will your agents handle,e.g. enquiries, technical support, sales?


Choose Call Centre Type: Depending on your budget and requirements, you can opt for different types of call centres:


  • In-House Call Centre: Setting up your own call centre with dedicated staff and infrastructure;

  • Virtual Call Centre: Contracting a third-party provider to handle calls remotely; or

  • Cloud-Based Call Centre: Using Software-as-a-Service (SaaS) solutions that allow agents to work from various locations.


Select Technology and Software: Choose the necessary tools for call management, such as a Customer Relationship Management (CRM) system, call routing software, and call recording software. Cloud-based solutions can be cost-effective for small businesses.


Hire and Train Staff: Recruit and train agents who are skilled in communication, problem-solving, and customer service. Provide comprehensive training on your products/services, communication protocols, and handling customer queries.


Set Up Infrastructure: If you're establishing an in-house call centre, arrange the physical infrastructure including computers, headsets, desks, and comfortable working spaces. For virtual call centres, ensure your agents have reliable internet connections and appropriate equipment.


Develop Call Scripts and Guidelines: Create call scripts and guidelines for agents to follow during customer interactions. These scripts should provide consistent information and ensure that your brand voice is maintained.


Implement Quality Assurance: Monitor and evaluate call centre interactions regularly to ensure quality service. Provide feedback and coaching to agents for continuous improvement.


Integrate Multichannel Support: Consider offering support through multiple channels, such as phone, email, chat, and social media, to cater to different customer preferences.


Measure Performance Metrics: Track Key Performance Indicators (KPIs) like average handling time, first-call resolution, customer satisfaction scores, and call abandonment rates. Use these metrics to assess the effectiveness of your call centre.


Scale as Needed: As your business grows, be prepared to scale your call centre accordingly. This may involve hiring more agents, expanding services, or upgrading your technology.


Continuously Improve: Regularly review and refine your call centre processes based on customer feedback and changing business needs. Stay updated with industry trends and technology advancements.


Deciding on, and setting up a call centre requires careful planning and ongoing management. Remember, the goal is to provide excellent customer service while efficiently managing your resources. Whichever type of call centre you choose for your business, why not contact the team at CloudComm360 today, and let us assist you in the cradle to grave process, to ensure you get it right, first time. After all, as winner of the SME Northern Enterprise Award for Cloud Communication MSP of the Year 2023, it's proven, we know what we're talking about!

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