Ask the Experts: Integrating CCaaS Analytics, CRM and WFO

Welcome to Ask the Experts, brought to you by CloudServicesUniversity.com. In this video, Intelisys’ Cloud Evangelist Brandon Knight discusses how collecting real-time CCaaS analytics, and integrating with CRM and workforce optimization, can help businesses make more informed decisions with Serenova’s John Charles. Learn more about CCaaS solutions from the Serenova team here: https://cloudservicesuniversity.com/supplier-directory/serenova/

Brandon: All right, guys. In our next Ask The Experts segment, we’re going to talk about the importance of analytics and reporting. So we’re bringing back an old friend, John Charles from Serenova. John, how’s it going?
John: It’s going good, Brandon. Thanks for having me.
Brandon: Good, good. Thanks for coming back. We want to talk about analytics. I’d like you to start off with just a segment of it. We know there’s a lot of data out there; for a while, we went through data overload. Let’s talk about the importance of collecting the right types of information.
John: That’s a great question. Especially in today’s industry with the cloud computing platforms that are out there. When you look at the reporting for the contact center, there’s two parts to it. There’s the real time, which is going to be used for agent adherence–making sure the agents are going on the right amount of break time, as an example. Also, the historical data we’re gonna use to actually push to other applications potentially, like the WFO suite. So being able to do workforce management; maybe forecasting for the agent or scheduling with those agents.
Now the interesting thing with the real time is the rate of which you actually do the refresh of the data. So in the industry, the common time frame is typically six to seven seconds, and you’re doing it pretty well. But with the new cloud platforms–like AWS as an example–we can actually get those real-time refresh rates down to sub one second. So what this allows us to do is be very, very accurate on what we’re reporting on as far as the real-time queue events, maybe the real-time status with the agents. But it’s really that speeding up of the legacy type of reporting that we saw in the past.
Brandon: That’s outstanding and that’s a big deal. We know how quickly you get the right data also affects how quickly you can react to changes that are going on, whether it be with your call volume or with your personnel.
Let’s touch a little bit from a reporting aspect. You talked about bringing data into workforce management. So we know that’s an important part of how you operate a contact center. So it leads me to believe that there’s some ways to get some external data as well. Because you’re talking about getting information either to or from a workforce management tool, right? Talk to me a little bit about that.
John: Yeah. So a lot of times the contact center supervisors or managers, they actually may live in the CRM day-to-day and that’s where they operate. So it’s really important with cloud contact centers–or for any contact center for that sake–actually be able to pass data back and forth. We like to call it data exchange. So that way they can go into their Salesforce or their Zendesk and actually run reports that have the contact center data alongside some of the data sets they may be checking, like case management or case duration type of thing.
Brandon: Very good. So we’re seeing that as well. All right, and we did talk about how the refresh rates are even better now so we like that. So again, thank you, John, for your time.
For those of you that wanna take a deeper dive into the importance of analytics and reporting and even find out more about what Serenova has to offer, I invite you to spend some time on iCSU. Check them out. And you can learn; you won’t be the expert that John is, but you’ll get much better at selling contact center.

 

Ken Mills

President

Ken Mills serves as President of Intelisys and is committed to driving growth for Intelisys and our partners. As a distinguished technology executive with over two decades of experience, Ken has previously held leadership roles at EPIC iO, Dell Technologies and Cisco, and served as a fellow with the U.S. Department of State. His strategic mindset has been an integral part of launching innovative products and solutions in the fields of AI, IoT, and 5G. Ken is driven by his curiosity and passion for groundbreaking technology and complex problems, and constantly explores new frontiers in the world of technology.

Monica Lutes

Manager, People & Culture, ScanSource, Inc. and Intelisys

As Manager, People & Culture, Monica has worked closely with Intelisys employees and leaders since 2018 and has worked with ScanSource companies since 2016. A Human Resources professional with 11 years of experience encompassing all areas of HR, especially employee relations, recruiting, compliance, and training, Monica approaches her role as Manager, People & Culture from a consultative perspective. Her goal is to provide advice and guidance to leaders so they can focus on growing the best teams for the business while also supporting employees’ goals.

Ansley Hoke

SVP Marketing, ScanSource, Inc. and Intelisys

Ansley Hoke is the Senior Vice President of Marketing at ScanSource, Inc., a role she has held since 2019, and extended her leadership to include Intelisys in 2023. She joined the company in 2001, serving in merchandising leadership roles for ScanSource POS and Barcode, including acting Vice President of Merchandising and then later VP of Merchandising for ScanSource Catalyst and overall VP of ScanSource Catalyst. She oversaw sales, supplier relations, and services. Known for her pivotal role in creating effective marketing strategies, Ansley has been integral in driving demand, enhancing partner programs, and significantly contributing to the company’s revenue growth and channel relationships.

Mike Baur

CEO of ScanSource, Inc. and Interim President of Intelisys

Mike Baur serves as Chairman and Chief Executive Officer at ScanSource. Mike has served as the Company’s President or CEO since its inception, as a director since December 1995, and as Chairman of the Board since February 2019. Mike has developed a deep institutional knowledge and perspective regarding ScanSource’s strengths, challenges and opportunities. He has more than 30 years of experience in the IT industry, having served in various leadership and senior management roles in the technology and distribution industries before joining ScanSource. Mike brings strong leadership, entrepreneurial, business building and development skills and experience to the Board.

Stephanie Bouras

Regional Vice President, Southeast

Driven by a partner-first philosophy and a passion for innovation, Bouras embodies a leadership style that’s both compassionate and data-driven. As the Regional Vice President, Southeast, at Intelisys, she’s leveraged her extensive marketing and sales experience to propel her team to new heights. A firm believer in aligning herself with her partners, she sees herself as a collaborator and an integral part of their business. This perspective has allowed her to forge deep connections and drive success. A Florida native, Stephanie’s attention to detail and unwavering commitment to her partners have been key factors in her success.

Michael Raspanti

Regional Vice President, Northeast

Michael joined Intelisys in June of 2020, as a long-time channel veteran. He is responsible for leading the Northeast Region, helping continue the tremendous momentum in one of our strongest markets while also recruiting new up and coming partners that will be the growth engine of our future success.

Kristy Thomas

Vice President, Partner Experience and Enablement

Thomas is responsible for Sales Partner enablement and education for all our technology segments, including CX, managed security, mobility, and connectivity. With over 20 years of executive background in telephony, UCaaS, CCaaS and Cloud services, Kristy enables her customers to think broader and deeper as she guides them through their decision journey. Some of the biggest deals in the channel have become a reality thanks to the expertise and humble excellence Kristy brings to her client’s projects.