Contact Center

Top 5 Workforce Management Call Center Tools to Consider

Madhuri Gourav
December 4, 2023
 mins read

Last modified on

As we approach 2024, call center managers and supervisors are continuously seeking innovative strategies to optimize their workforce management. 

Effective workforce management in call centers is crucial for delivering exceptional customer service while maintaining operational efficiency. 

This blog post will explore the best practices and tools for workforce management in call centers, focusing on software solutions, training, and process optimization.

Start managing your call center workforce effectively.

Understanding Workforce Management in Call Centers

Before diving into the strategies, it's essential to understand what workforce management (WFM) in a call center entails:

Workforce management in call centers involves strategic planning and managing staff scheduling, ensuring that the right number of agents with the necessary skills are available at the right times to meet expected call volumes.

The primary goal is to balance workforce optimization with high-quality customer service, ensuring efficiency and customer satisfaction.

Workforce Management Call Center Software: A Game-Changer

The use of call center workforce management software has revolutionized how call centers operate. Here’s why it’s a must-have:

  • Automated Scheduling: These tools automate the scheduling process, taking into account factors like call volume forecasts, agent availability, and skill sets.
  • Real-Time Analytics: They provide real-time data and analytics, helping managers make informed decisions about staffing and resource allocation.
  • Efficiency Tracking: The software tracks key performance indicators (KPIs), such as average handle time and call resolution rates, aiding in performance management.
See Convin in action for FREE!
Results first, payment later.
Sign Up for Free
Say goodbye to unpredictable conversions
Download your copy

The Top 5 Call Center Software Options for Workforce Management

1. Verint Workforce Management

Verint Workforce Management is a software program created to assist businesses in efficiently managing their workforce and streamlining operations. It provides a number of features and functionalities to help with employee activity tracking, scheduling, and forecasting.

Call center scheduling software aids in workforce planning, scheduling, and forecasting, enabling managers to create and assign shifts, track attendance, and comply with labor laws. It also provides real-time reporting on key performance indicators and operational metrics.

Verint Workforce Management integrates with various enterprise systems, like CRM, HRMS, payroll, and communication platforms, to improve data exchange and functionality.

2. Alvira Workforce

Alvaria Workforce is a sophisticated contact center solution that enhances agent and supervisor performance, promoting productivity and customer experience through features like forecasting, planning, and real-time agent tracking.

The system uses historical data and advanced algorithms to predict contact volumes and staffing needs, optimize schedules, monitor agent performance, enable employee self-service, provide real-time insights, and integrate seamlessly with other contact center systems for enhanced efficiency.

Alvaria is currently integrating with various software and services, such as Amazon Connect, Comarch EDI, Comarch Master Data Management, and Comarch Mobile Sales Force.

3. Convin is AI-powered contact center software that enhances agent effectiveness, customer experience, and ROI by recording, transcribing, and analyzing customer interactions across various channels.

The tool offers conversation intelligence, call recording, real-time monitoring, coaching tools, CRM integration, and mobile accessibility, enabling efficient workflows and data-driven decisions that enable efficient communication and feedback sharing among team members.

Convin integrates various tools like Slack, Zoom, Aircall, Microsoft Teams, HubSpot, Pipedrive, Freshworks, and Leadsquared.

4. Five9

Five9 is a top-tier CCaaS platform that enhances agent empowerment, business agility, and customer engagement through its Intelligent Customer Experience Platform.

Five9 offers omnichannel engagement, advanced contact center features, CRM integration, intelligent analytics, scalable operations, and robust security and compliance, allowing customers to engage across multiple channels and accommodate remote teams.

Five9 is software that seamlessly integrates with various platforms such as NetSuite, Zoho CRM, Dynamics 365, Freshdesk, and Zendesk Suite.

5. Nextiva

Nextiva is a cloud communications company that enhances customer connections through call center software, focusing on reliability and customer service and supporting billions of conversations annually.

Nextiva provides cloud-based communication solutions for businesses, enabling remote collaboration and communication. It offers omnichannel engagement, CRM integration, workflow automation, scalability, and flexibility, and is known for its reliable service and dedicated support for smooth communication operations.

Nextiva integrates with various platforms, such as Google Workspace, Microsoft Teams, Rippling, HubSpot CRM, Zoho CRM, and Dynamics 365.

The Importance of Workforce Management in Call Centers

In the dynamic and often unpredictable environment of call centers, workforce management (WFM) plays a critical role in ensuring operational efficiency and high-quality customer service. 

The importance of effective workforce management in this setting cannot be overstated, as it directly impacts both the performance of the call center and the overall customer experience. 

Now let us look into the main factors that make workforce management so important in contact centers:

Ensuring Optimal Staffing Levels

  • Balancing Demand and Supply: Workforce management helps in accurately forecasting call volumes and scheduling the right number of agents at the right times. This balance is essential to avoid understaffing, which can lead to long wait times and customer dissatisfaction, or overstaffing, which can escalate operational costs.
  • Handling Peak Periods: Call centers often experience fluctuating call volumes, with certain periods seeing a spike in calls. Effective WFM ensures that these peak times are adequately staffed, preventing burnout among employees and maintaining service quality.

Enhancing Customer Service Quality

  • Reduced Wait Times: By ensuring that sufficient agents are available to handle incoming calls, WFM directly contributes to reduced wait times, a critical factor in customer satisfaction.
  • Consistent Service Levels: Effective workforce management ensures that each customer receives consistent and high-quality service, regardless of when they contact the call center.

Improving Agent Productivity and Satisfaction

  • Fair and Efficient Scheduling: WFM tools enable fair and efficient scheduling practices, which are crucial for maintaining agent morale and productivity. Balanced workloads prevent agent burnout and turnover, which are common challenges in call centers.
  • Skill-Based Assignments: Advanced WFM systems can align customer queries with agents' specific skills and expertise, leading to more effective problem resolution and a more satisfying work experience for agents.

Cost Management and Operational Efficiency

  • Optimizing Labor Costs: By aligning staffing levels closely with call volume forecasts, WFM helps optimize labor costs. This alignment ensures that resources are used efficiently, avoiding the expense of overstaffing while also mitigating the risks of understaffing.
  • Data-Driven Decisions: Workforce management provides valuable data and analytics, enabling call center managers to make informed decisions about staffing, training needs, and performance improvements.

Facilitating Continuous Improvement

  • Performance Tracking and Analysis: WFM tools often include features for tracking and analyzing agent performance and customer service metrics. This data is invaluable for identifying areas for improvement, both at the individual agent level and across the call center.
  • Adaptability and Scalability: Effective workforce management allows call centers to adapt quickly to changing circumstances, such as sudden increases in call volume or evolving customer needs. It also provides scalability to manage growth seamlessly.

Choosing the Right Software

When selecting workforce management software, consider the following:

Convin’s multiple integrations for single-point updates.
Convin’s multiple integrations for single-point updates
  • Scalability: The software should be scalable to adapt to your call center’s growing needs.
  • User-Friendly Interface: An intuitive interface is crucial for quick adoption and effective use by staff.
Check out how Convin builds automated call centers.

Workforce Management Call Center Training: Empowering Your Team

Training is a critical component of effective workforce management. In 2024, the focus should be on:

  • Comprehensive Training Programs: Covering not just the basics of call handling but also advanced customer service skills, emotional intelligence, and technical training.
  • Continuous Learning: Implement ongoing training programs to keep your team updated with the latest trends and technologies.
  • Performance-Based Training: Tailor training programs based on individual performance metrics and feedback.
  • Blended Learning Approach: Combine traditional classroom training with e-learning modules for a more flexible learning experience.
  • Regular Workshops and Seminars: Conduct workshops on emerging trends and best practices in call center operations.

Optimizing the Workforce Management Call Center Process

The process of workforce management is as crucial as the tools and training. For 2024, focus on:

  • Data-Driven Decision Making: Utilize data analytics to forecast call volumes and schedule staff accordingly.
  • Skill-Based Routing: Implement skill-based routing to match customer calls with agents having the appropriate skill set.
  • Employee Engagement: Engage your workforce in decision-making processes to boost morale and reduce attrition rates.

Key Steps in Process Optimization

  • Regular Review and Adjustment: Regularly review staffing levels and schedules to ensure they align with call volume patterns.
  • Feedback Mechanisms: Establish feedback channels for agents to provide insights into scheduling and workload management.

Workforce Management Tool Call Center: Enhancing Efficiency

A robust workforce management tool is essential for any call center looking to stay ahead in 2024. These tools should:

  • Offer Comprehensive Features: Look for features like automated scheduling, real-time analytics, and performance tracking.
  • Be Customizable: The tool should be customizable to suit your specific call center needs.
  • Facilitate Remote Work: With the rise of remote work, ensure the tool supports remote workforce management effectively.

Selecting the Perfect Tool

For call center managers and supervisors, investing in effective WFM strategies and tools is not just a best practice; it's an essential component of sustainable success. 

  • Assess Your Needs: Understand your call center’s specific needs before choosing a tool.
  • Consider User Feedback: Get feedback from your team about the tool’s usability and effectiveness.
  • Evaluate Cost vs. Benefits: Ensure the tool’s cost is justified by the benefits and efficiencies it brings.

Workforce management is crucial for call center operations, ensuring efficient customer service, cost management, employee satisfaction, and continuous improvement. As call centers evolve, integrating new technologies and remote work, robust practices are essential. Balancing technological advancements with skilled agents is key to successful workforce management, ensuring future success.


1. What are the call center trends in 2024?

In 2024, call center trends will see increased AI usage, omnichannel customer service, advanced analytics, and remote work models for agents.

2. What is the call center of the future?

The future call center will be a technologically advanced hub, integrating AI, machine learning, omnichannel support, data analytics, and agent experience enhancement tools for efficiency and productivity.

3. What does a WFM do in a call center?

Workforce Management in call centers involves forecasting call volumes, scheduling staff efficiently, managing schedules, and analyzing performance data to optimize customer service and meet service levels.

4. Why is workforce management important in BPO?

Workforce management is crucial in BPO (Business Process Outsourcing) for optimizing project allocation, ensuring efficiency, meeting service levels, reducing operational costs, and enhancing customer satisfaction and agent engagement.

5. What are the four key pieces of WFM?

The four key components of Workforce Management (WFM) are

  • Forecasting: Predicting future call volumes and workloads
  • Scheduling: Allocating, and scheduling staff-based workloads on forecasts
  • Real-time Adherence Monitoring: Tracking and managing agents' adherence to their schedules in real-time
  • Performance Analysis and Reporting: Analyzing workforce performance and generating reports for continuous improvement

Featured Articles

Contact Center

What is the Importance of HR Call Center Software?

Abhishikha Chatterjee
November 3, 2023
Contact Center

Perfect the Art of Sales Pitch with Real-Time AI

Rohan Raj Shrivastav
June 19, 2024
Contact Center

Explore 5 Ways Call Centers Promote Recognition With Brand Reputation Examples

Madhuri Gourav
April 16, 2024

Subscribe to our Newsletter

1000+ sales leaders love how actionable our content is.
Try it out for yourself.
Oops! Something went wrong while submitting the form.

Say goodbye to unpredictable conversions

Unlock the solid agent coaching framework for free!

Access the full report now

Please enter the correct email.
Please enter your workplace email.
Invalid Email
Thank you for downloading the report
Oops! Something went wrong while submitting the form.