Professional Documents
Culture Documents
DUMMY'S GUIDE TO
OUTSOURCING
CALL CENTER AGENTS AND
TELEMARKETERS TO THE
PHILIPPINES IN 2023
MANCAO - LAPASTORA GROUP www.mebsph.com
Table of
Contents
Chapter I: Why Outsourcing Call Center Agents and 03
Telemarketers to the Philippines Makes Sense
20
Chapter III: Do's and Dont's in Outsourcing to the
Philippines
CHAPTER I
Richard Branson,
Billionaire Entrepreneur
Outsourcing to the Philippines can be much more cost-effective than hiring in-
house staff. You won't have to worry about employee benefits, taxes, or office
space, as these are all taken care of by the outsourcing provider. This allows you to
focus on growing your business and providing excellent service to your customers.
The cost of labor in the Philippines is generally lower compared to other countries,
particularly Western countries. This is due to factors such as lower cost of living,
lower taxes, and a favorable exchange rate. As a result, businesses can leverage this
cost advantage to reduce labor costs and improve their bottom line.
Furthermore, outsourcing can also help businesses avoid the additional costs
associated with hiring and training in-house employees. With outsourcing, the
provider takes care of the recruitment, hiring, and training of agents, saving
businesses both time and money. This allows businesses to focus on core
competencies, while the outsourcing provider takes care of the day-to-day
management of the call center or telemarketing team.
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STORY TIME!
One company that comes to mind is Slack, a cloud-based messaging and collaboration
platform that is widely used by businesses of all sizes. Slack is based in San Francisco,
California, and has a global workforce of over 2,000 employees. In 2018, Slack
announced that it had outsourced some of its customer support operations to the
Philippines.
By outsourcing its customer support operations, Slack was able to reduce labor costs
and free up resources to focus on other areas of the business, such as product
development and marketing. This move allowed the company to scale its operations
quickly and efficiently, while still maintaining a high level of customer service.
Slack was able to leverage the expertise of outsourcing providers in the Philippines to
access a skilled and diverse workforce that could provide excellent customer support
to users around the world. The outsourcing provider that Slack partnered with was
able to recruit and train a team of customer support agents who were knowledgeable
about the platform and could provide prompt and helpful assistance to users.
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Filipinos are known for their excellent English skills, which makes them a top choice
for businesses looking to outsource customer service and telemarketing tasks. You
won't have to worry about communication issues, and your customers will
appreciate being able to speak with someone who can understand them perfectly.
STORY TIME!
Here are some major companies that have set up operations in the Philippines:
A. Amazon - Amazon has set up a customer service center in Cebu City, Philippines, where
Filipinos provide support for customers in North America, Europe, and Asia.
B. Citibank - Citibank has a large presence in the Philippines, with multiple call center operations
located in the country. The company has been outsourcing to the Philippines since the early
2000s.
C. JPMorgan Chase - JPMorgan Chase has a global service center in the Philippines that
provides customer support, fraud detection, and other services to its clients in the US and other
countries.
D. American Express - American Express has a customer service center in Manila, Philippines,
where Filipinos provide support to its customers in the US, Canada, and other countries.
E. IBM - IBM has a global delivery center in the Philippines that provides IT and business process
services to clients around the world. The company has been outsourcing to the Philippines since
the early 2000s.
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CHAPTER II
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2. The Dating Game: How to 3. Red Flags to Watch Out for When
Approach and Evaluate Potential Choosing an Outsourcing Partner
Call Center and Telemarketing
Partners
When you're picking an outsourcing
Before jumping into a relationship with an partner, you got to be careful to avoid any
outsourcing partner, you need to do some red flags that could spell trouble later on.
proper vetting to make sure they're the These warning signs can take many forms,
right fit for you. Here are some things to like crummy communication or a lack of
consider: experience in your business. By knowing
what to look for, you can steer clear of the
A. Do they know their stuff? Check out wrong outsourcing partner and make sure
their experience and expertise in the your business is in good hands.
industry, and see if they've worked with
companies like yours before. You want a One red flag to keep an eye out for is
partner who knows what they're doing and when an outsourcing partner doesn't give
can deliver quality service. you the details you need. If they're not
B. Are they reliable? Quality assurance is willing to spill the beans on how they work,
key, so make sure they have processes in who their peeps are, or what their past
place to ensure consistent performance clients are like, it could be a sign that
and handle any issues that may arise. they're hiding something. A good
C. Will they communicate with you? outsourcing partner should be transparent
Communication is key to any successful about what they can do and be happy to
partnership. Make sure your potential answer your questions.
partner is responsive and has clear
channels for communication. Another red flag is when there's a lack of
D. Are they tech-savvy? Technology and communication. When you're working with
infrastructure are important for efficient an outsourcing partner, you got to be able
and effective outsourcing. Make sure they to talk to each other and get stuff done. If
have the necessary tools and systems in they're not replying to your emails or
place to support your business. phone calls quickly, or you're always
E. Do their values align with yours? It's getting mixed up, it could be a sign that
important to evaluate cultural fit to ensure they're not on top of things. It's a good
that you're on the same page when it idea to test the communication waters
comes to collaboration, innovation, and early on, so you can make sure you'll be
putting the customer first. able to work together like a well-oiled
machine.
By asking these questions and doing your
due diligence, you can find an outsourcing By being on the lookout for red flags and
partner that is a perfect match for your doing your homework, you can avoid big
business. mistakes and pick an outsourcing partner
that'll make your business shine.
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If you want to know if an outsourcing partner is good, references are a solid way to go.
Basically, references are people or companies who've worked with the outsourcing
partner before and can tell you what it's like to work with them. By chatting with
references, you can find out about the quality of their work, how well they
communicate, and if people were happy with the results.
To make the most out of references, you got to ask the right stuff. It's key to find out if
the outsourcing partner is reliable, can stick to deadlines, and responds quickly. It's
also a good idea to check if they have experience in your industry and know what
they're doing. Besides that, you should get an idea of what it was like for the reference
to work with the outsourcing partner and any problems they ran into.
Just because you talk to some references, doesn't mean you're going to get the full
picture. Sometimes, the people you talk to might be biased because they know the
outsourcing partner personally or professionally. To get a fair and square view, you
should ask multiple references and get different perspectives. This way, you can get
some real-deal insights and pick an outsourcing partner that's right for your business.
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5. The Art of Negotiation: Getting the Best Deal for Your Business
One of the most important things to keep in mind when negotiating with an
outsourcing partner is to do your research. You need to know what the market rates
are for the services you require and what your potential partner's competitors are
offering. This will give you a better idea of what you should be asking for and what you
can expect in return. It's also important to understand your own company's needs and
priorities so that you can negotiate from a position of strength.
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“You must never try to make all the money that’s in a deal.
Let the other fellow make some money too,
because if you have a reputation for always making all the money,
you won’t have many deals.”
Contracts and agreements are the backbone of the partnership between your
company and the outsourcing provider. These documents outline the terms and
conditions of the engagement and protect the interests of both parties. However, it
can be challenging to understand the legal jargon and clauses contained in these
agreements. As such, it is crucial to read between the lines to ensure that you are
signing up for an outsourcing partnership that aligns with your business goals and
expectations.
To effectively read between the lines, you need to have a clear understanding of the
services you are outsourcing and the outcomes you expect from the partnership. This
understanding will enable you to identify any discrepancies between your
expectations and the terms of the agreement. Additionally, it would be best to review
the contract's specific clauses, such as the termination clause, indemnification clause,
and confidentiality clause. These clauses can significantly impact your business's legal
and financial liabilities and should be thoroughly evaluated.
If you are unsure about any aspect of the contract, seek legal advice from an
experienced attorney. A legal professional can help you interpret the agreement and
ensure that your interests are protected. Remember, signing a contract or agreement
is a legally binding commitment, and failing to understand the terms and conditions
could result in severe consequences for your business. By reading between the lines
and seeking professional advice, you can avoid potential pitfalls and establish a
successful outsourcing partnership.
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The biggest risk is not taking any risk ... In a world that's changing
really quickly, the only strategy that is guaranteed to fail is not
taking risks.
Mark Zuckerberg
Billionaire Founder of Facebook, Philanthropist
7. Trust and Security: Ensuring Your Data and Intellectual Property Are Protected
In the world of outsourcing, one of the biggest concerns for businesses is ensuring the
protection of their data and intellectual property. When choosing an outsourcing
partner, it's important to consider their security measures and protocols. Look for
companies that have strict security policies in place, such as encryption methods,
secure servers, and data backup systems. It's also important to ask about their training
programs and how they educate their employees on security best practices.
Another key factor in ensuring the security of your data and intellectual property is
trust. Before signing a contract with an outsourcing partner, take the time to establish
a relationship of trust. This can be done through regular communication, site visits, and
building a personal relationship with the key personnel involved in the partnership. It's
also important to have clear expectations and guidelines for how data and intellectual
property will be handled and protected throughout the partnership.
In addition to security measures and trust, it's important to have legal protections in
place. This means including clear and specific language in your contract regarding the
protection of your data and intellectual property. It's also important to have a plan in
place for what will happen in the event of a security breach or violation of the
agreement. By taking these steps, you can ensure that your business's data and
intellectual property are protected and secure throughout the outsourcing
partnership.
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STORY TIME!
One notable company that takes data and privacy protection seriously is Apple Inc. In
2016, Apple went to court against the FBI in a high-profile case involving the unlocking of
an iPhone used by one of the suspects in the San Bernardino shooting. Despite intense
pressure from the government, Apple stood firm in protecting its users' privacy and
refused to create a backdoor to the iPhone's encryption. The case sparked a heated debate
about privacy and encryption, and Apple's stance earned it widespread support from
privacy advocates and tech industry leaders.
Apple has also implemented various measures to protect its customers' data, such as end-
to-end encryption for iMessage and Facetime, strong password requirements, and two-
factor authentication. It also regularly releases software updates to address security
vulnerabilities and works closely with security researchers to identify and fix any
potential issues. Additionally, Apple has strict guidelines for third-party apps that want to
access user data, and it regularly audits these apps to ensure compliance.
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“Don’t let the noise of others’ opinions drown out your own inner
voice. And most important, have the courage to follow your heart
and intuition.”
Keeping an eye on your outsourcing team is super important to make sure they're
getting stuff done in the best way possible. To get outsourcing done right, it's crucial to
communicate clearly from the beginning, so everyone knows what's going on. This
means regular check-ins, keeping tabs on progress, and setting metrics to track how
things are going.
Another thing to focus on is building a team culture where people are accountable and
open about what's going on. Make sure everyone knows what they're supposed to be
doing, give them props for good work, and create a fun and collaborative workplace.
When people are happy and motivated, they'll get more done and do better work.
Lastly, make sure your outsourcing team has everything they need to get the job done
right. This means giving them the latest and greatest technology, training them up to
be top-notch, and providing a supportive environment where they can thrive. When
you invest in your outsourcing team, they'll invest in your business, and everyone will
win.
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1. Average Handling Time (AHT): This metric measures the average time it takes for an
agent to handle a customer call or interaction.
2. Service Level: This metric measures the percentage of calls or interactions that are
answered within a specified time frame, usually expressed as a percentage of calls
answered in X seconds.
3. First Call Resolution (FCR): This metric measures the percentage of calls or
interactions that are resolved on the first attempt, without the need for additional
follow-up.
5. Occupancy Rate: This metric measures the percentage of time agents are actively
engaged in handling customer interactions versus being idle.
6. Customer Satisfaction (CSAT): This metric measures customer satisfaction with the
service they received during the interaction with an agent.
7. Net Promoter Score (NPS): This metric measures the likelihood of customers to
recommend the company's products or services to others.
8. Call Transfer Rate: This metric measures the percentage of calls that are transferred
to another agent or department.
9. Average Speed of Answer (ASA): This metric measures the average time it takes for
a call to be answered by an agent.
10. Quality Assurance (QA) Score: This metric measures the quality of agent
interactions with customers, as determined by a quality assurance team.
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Having fun is a key ingredient in the recipe for success in the call center industry. Call
center work can be demanding and stressful, but incorporating fun and enjoyable
activities can boost morale and productivity among agents. Fun can come in different
shapes and sizes, like playing office games, organizing team-building activities, or
providing free snacks and drinks. It's important to encourage agents to take breaks and
enjoy themselves to prevent burnout and increase job satisfaction.
Moreover, having fun can positively affect customer service as well. When agents are
having a good time and finding joy in their work, they are more likely to provide a
positive experience for customers. A positive attitude is infectious, and customers can
sense the energy and enthusiasm of the agent on the other end of the line. A fun work
environment can also stimulate agents to be more innovative and problem-solving
when assisting customers with complicated issues. So, let's make work fun and keep
the good vibes flowing!
STORY TIME!
Google. Known for its colorful and playful office spaces, Google believes that a fun and
creative environment helps employees think outside of the box and come up with
innovative solutions. In addition to providing spaces for employees to relax and unwind,
Google also hosts events such as game nights, talent shows, and costume contests to
encourage team building and foster a sense of community.
Moreover, Google also provides unique employee perks such as free meals, on-site gyms,
and wellness programs. The company also encourages its employees to pursue their
passions outside of work by offering opportunities to attend conferences and pursue
personal projects through "20% time" - a concept where employees can use 20% of their
work time to pursue projects that interest them. By creating a fun and supportive work
environment, Google has been able to attract and retain top talent while also promoting
creativity and innovation in the workplace.
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Let's talk about celebrating small victories. It's easy to get caught up in the big picture
and forget about the small steps that get you there. But it's important to remember
that every little win counts and should be celebrated.
Think about it like this: imagine climbing a mountain. You wouldn't just focus on the
peak and ignore all the little bumps and obstacles along the way. Each step you take,
each obstacle you overcome, is a small victory that should be celebrated. The same
goes for your call center team. Celebrate when they hit their goals, complete a difficult
task, or even just show up on time every day.
By acknowledging and celebrating these small victories, you're not only boosting
morale, but you're also building momentum towards even bigger victories. It's a
positive cycle that can make a huge impact on your team's overall success. So go
ahead, pop open some bubbly, order pizza, or whatever your team enjoys. Celebrate
those small wins and watch as they lead to even bigger and better things.
“The more you praise and celebrate your life, the more there is in
life to celebrate.”
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CHAPTER III
A. Do your research: Take the time to F .Do establish a good working relationship:
research potential outsourcing partners in Build a positive working relationship with
the Philippines, and make sure they have a your outsourcing partner, based on trust,
good reputation and a track record of respect, and clear communication.
success.
G. Do keep an open mind: Be open to new
B. Do set clear expectations: Communicate ideas and approaches, and encourage your
clearly with your outsourcing partner about outsourcing partner to share their expertise
your expectations for the project, including and insights.
timelines, quality standards, and
communication channels. H. Do monitor progress regularly: Regularly
monitor the progress of the project, and
C. Do provide training and support: Provide provide feedback and support as needed to
adequate training and ongoing support to ensure that it stays on track.
your outsourced team members, to ensure
that they have the skills and knowledge I. Do establish clear guidelines and policies:
needed to perform their tasks effectively. Establish clear guidelines and policies for
your outsourced team members, including
D. Do establish clear lines of work hours, communication protocols, and
communication: Set up regular expectations for work quality.
communication channels with your
outsourcing partner, including video calls, J. Do treat your outsourced team members
email, and chat, to ensure that you can stay with respect: Treat your outsourced team
updated on the project's progress. members with the same level of respect and
professionalism that you would show to in-
house team members.
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F. Don't rush the process: Don't rush the J. Don't forget to celebrate successes:
outsourcing process, and instead take Don't forget to celebrate successes and
the time to find the right outsourcing milestones with your outsourced team
partner and establish a solid working members, to build morale and
relationship. strengthen your working relationship.
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CHAPTER IV
J. Personal space - Filipinos may stand or O. Music and dance - Music and dance
sit closer to others than Westerners are play a big role in Filipino culture, and
used to, as personal space is not as traditional dances such as the tinikling
important in their culture. are popular.
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