Creating an Effective Strategy in Choosing Outbound Call Center Outsourcing Provider


May 31, 2024

Written by

John Calongcagon

Are you a small business owner struggling to reach potential customers? Or are you a marketing strategist for a large enterprise grappling  with the large volumes of calls needed to drive sales? Either way, outbound call center outsourcing can help you improve your company's lead-generating and customer engagement efforts.

Outbound call center outsourcing involves partnering with an external agency to handle outbound calls or calls made by a company to understand customers’ preferences, provide customer services, or facilitate sales. 

man using laptop
man using laptop

But why should you outsource outbound call center services?

Like other business process outsourcing services, outsourcing call centers is a cost-effective solution for maintaining  a competitive edge in today's market. For instance,  call center companies allow businesses to reap the benefits of having  skilled agents and advanced technologies without the overhead costs of creating an in-house team.

However, choosing the right partner is crucial in harvesting the fruit of call center serviced. In this blog, we’ll help you explore different factors you should consider when outsourcing, such as your business needs, the provider’s capacity to meet your objectives, track records, and more.

Here’s an exhaustive list of how to choose the right call center service provider:

  1. Understanding Business Needs
what do you need

Choosing the right business outsourcing services partner begins by knowing your business needs. Understanding your needs involves key steps to ensure you select a provider who can enhance your operations.

  • Identify Needs

Start by asking yourself what services your business needs from an outbound call center. Call center companies offer various services for outbound calls, including lead generation, customer surveys, appointment setting, telemarketing, and customer follow-ups. Each service requires different skills and technologies. As such, having a clear list will help you find a provider with the right expertise.

  • Assess Pain Points

If you have existing outbound call operations, the next thing you should do is identify pain points or challenges experienced by your team. Pain points often include low call conversion rates, high staff turnover, or inadequate customer data. Understanding these concerns will allow you to choose  an outsourcing partner capable of addressing these challenges.

  • Define KPIs

Finally, define key performance indicators (KPIs) that will measure the success of your outsourcing partnership. These KPIs might include call conversion rates, customer satisfaction scores, average handling time, first call resolution rates, and cost per acquisition. Clearly defined KPIs will help you choose the right provider and enable you to evaluate their performance.

  1. Researching Potential Partners

Once you identify your business needs, you must research potential outsourcing providers. This process involves the following steps:

  • Explore Outsourcing Options

Explore available outsourcing options. Consider whether partnering with a local or offshore provider would suit your needs. Local providers offer easier communication and cultural alignment. Conversely, offshore call center companies provide cost savings and access to a larger talent pool. 

Additionally, decide whether you partner with specialized or general providers. Specialized call centers focus on specific industries or services and offer deeper expertise and experience, while general providers offer a wide range of services and can be more flexible.

  • Conduct Thorough Research

Take advantage of online resources to compile a list of potential providers. Browse review sites, industry forums, and social media to gather information about various call center companies. Look for detailed reviews and testimonials from other organizations using the providers' business outsourcing solutions. 

  • Analyze Provider Capabilities

Once you have a list of potential providers, analyze their capabilities in detail. Evaluate their technology infrastructure to ensure they have the tools and systems necessary to handle your needs.

Consider industry experience and track record in delivering similar services. Call center companies with extensive experience in your industry are more likely to understand your specific challenges. 

  1. Evaluating Provider Suitability
evaluating provider

Like other outsourced business services, selecting the right outbound call center outsourcing partner requires careful evaluation to ensure they align with your business needs and goals.

Here’s how to assess the suitability of potential partners:

  • Craft a Tailored RFP

Start by creating a request for proposal (RFP) tailored to your business needs. A well-crafted RFP will elicit detailed responses that allow you to compare call center companies effectively.

Outline the specific services you require, performance expectations, and any industry-specific requirements. Include questions that shed light on the provider's capabilities, technology, experience, and approach to quality assurance.

  • Conduct Initial Consultations

Once you have received responses to your RFP, conduct initial consultations with the shortlisted providers. Whether through phone calls, video conferences, or in-person meetings, use this opportunity to discuss your needs in more detail.

Also, clarify any points from their proposals and gauge their enthusiasm and understanding of your business. Initial consultations are a chance to ask about their past successes and challenges in similar projects.

  • Assess Responsiveness

During the initial consultations, assess each provider's responsiveness and willingness to engage with your business. Take note of how quickly they respond to your inquiries.

Moreover, inquire about their communication channels and ability to provide tailored solutions. A responsive provider indicates reliability and a commitment to quality customer service.

  • Check Cultural Alignment

Evaluate the cultural fit by checking the outbound call center company’s work style, values, and how well they understand your company’s mission and vision. Ensure that the service provider’s approach aligns with your organizational culture. Cultural alignment can impact the effectiveness of the outsource call center and overall satisfaction with the partnership.

  1. Assessing Quality and Performance
assessing quality and performance

Thoroughly assess the providers' quality of work and performance to ensure they meet high standards. This is crucial for a successful outsourcing partnership.

  • Review Track Record

Review the provider's track record and case studies of past successes. Case studies can provide valuable insight into the provider's capabilities. It also highlights their strengths and areas of expertise. Keep an eye on long-term client relationships because it can indicate consistent performance and client satisfaction.

  • Request Samples, Demos, or Trials

Request sample call recordings or live demos to gauge agent quality and professionalism. Listening to these samples will give you a clear idea of the agents' communication skills, problem-solving abilities, and adherence to scripts. Evaluate the tone, clarity, and empathy demonstrated in these interactions.

If available, request for trial runs to experience the service firsthand. Trials allow you to assess their performance in real-world scenarios and determine their consistency in meeting your standards.

  • Understand Quality Assurance Practices

Explore the provider's approach to quality assurance and ongoing agent training. Consider how they handle agent training and development, including onboarding processes and ongoing training programs. A robust quality assurance framework ensures agents maintain high performance levels and continuously improve their skills.

  1. Ensuring Compliance and Safety
ensuring compliance

Securing compliance and robust data protection is crucial when outsourcing outbound call center services. These steps can guarantee your provider meets all necessary compliance and safety standards.

  • Verify Compliance with Regulations

Check whether the provider complies with relevant industry regulations. Ask for documentation and certifications that demonstrate their adherence to these standards. A compliant provider will protect your business from legal risks and ensure appropriate customer data handling.

  • Evaluate Data Security Measures

Evaluate the provider's data security measures. Check if the call center has robust encryption protocols for data at rest and in transit. Ensure they use strong, industry-standard encryption methods to protect sensitive information and prevent unauthorized access to data.

A reliable call center should have strong physical security measures at their facilities and digital safeguards like multi-factor authentication and role-based access controls.

  • Discuss Disaster Recovery and Business Continuity

Discuss the provider's disaster recovery plans and business continuity protocols. Understand how they plan to maintain operations during a disaster, such as natural calamity, cyber-attack, or other digital disruptions.

Ensure they have comprehensive plans that include backups and clear recovery procedures. Review their track record with past incidents and how quickly they were able to restore services.

  1. Negotiating Terms and Contracts

Careful negotiation of terms and contracts is necessary to establish a successful and transparent outsourcing partnership.

Focus on the following areas to ensure a fair and beneficial agreement:

  • Pricing Structures

Understand all costs involved, including setup fees, per-minute rates, and any additional charges for specific services or features. Ask for a detailed breakdown of the pricing model to avoid hidden costs and ensure it aligns with your budget. Lastly, compare the pricing with industry standards to ensure it's competitive and fair.

  • SLAs and Performance Guarantees

Negotiate service level agreements (SLAs) and performance guarantees. SLAs should outline the expected performance standards, including call handling times, response rates, and customer satisfaction levels. Ensure these agreements are specific, measurable, and aligned with your business goals. Discuss penalties for not meeting these standards and incentives for exceeding them. Performance guarantees assure that the provider is committed to delivering high-quality service consistently.

  • Termination and Removal

Address termination clauses, contract renewal options, and scalability provisions. Clarify the terms under which either party can terminate the contract, including notice periods and any associated fees. Discuss contract renewal options to ensure flexibility and long-term alignment with your business needs. 

  1. Making the Final Decision
making final decision

The final step in selecting the right outbound call center provider involves consolidating all gathered information and feedback to make a well-informed choice.

Here's how to approach this critical stage:

  • Consolidate Stakeholder Feedback

Gather and consolidate feedback from all relevant stakeholders and decision-makers within your organization. This includes input from team members who interacted with potential providers, IT staff who assessed technological compatibility, and legal advisors who reviewed compliance and contractual terms. This collaborative approach ensures a comprehensive assessment of each provider's strengths and weaknesses.

  • Weigh Pros and Cons

Weigh the pros and cons of each provider against your business priorities. Determining the pros and cons of outbound call center outsourcing depends on your objectives and business priorities. Create a comparison matrix that includes cost, service quality, compliance, security measures, and cultural fit. Evaluate how each call center company meets your specific needs and addresses identified pain points. This structured comparison will help highlight which provider offers the best overall value and alignment with your business objectives.

  • Make an Informed Decision

Make your final decision based on thorough research, analysis, and due diligence. Review all documentation, proposals, and agreements one last time to confirm you have outlined all terms and expectations. Discuss the final choice with your core team to ensure consensus and buy-in. Once you have decided, communicate it clearly to the chosen provider and begin the onboarding process.

The Final Call: Making the Right Choice for Your Business


Selecting the right outbound call center provider is a crucial decision that significantly affects your business. Following the above-mentioned steps can help you develop an effective strategy for choosing the best call center company for your business. The right provider should not only fulfill your technical and operational needs but also share your vision and values. 

Finding a partner aligned with your business objectives can create a collaborative partnership that enhances customer interactions and drives business growth.

When it comes to choosing an excellent outbound call center provider, consider New Media Services as your reliable partner. New Media Services stands out with a proven track record, advanced technology infrastructure, and a deep understanding of diverse industry needs. 

Our commitment to quality, compliance, and customer satisfaction ensures we can meet your business objectives effectively. Our outbound call center and other business process outsourcing services offer human and AI outsourcing solutions that ensure efficient, secure, and high-quality service delivery. We offer tailored services to meet your specific needs. 

Partnering with New Media Services can address your outbound call center needs. Rest assured that you have a dedicated and capable outsourcing partner to support your business growth.

Experience top-notch outbound call center services with New Media Services. Contact us now.

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