Context
Customer service and support technology leaders should apply this research to their own contact center requirements and strategic objectives. While CCaaS contracts do not typically exceed three years, resource training investments often extend upward of seven to nine years. However, shorter-term contracts offer more flexibility and responsiveness, which enables leaders to pivot their approach if necessary. Organizations should align vendor product and service capabilities with their own aspirations for customer service development.
Clients can adjust the weightings for the five use cases to determine their best-fit provider. We have selected the most critical capabilities that will influence a contact center decision over the next 12 months.
Use this research alongside selected capability evaluations from overlapping application areas in customer engagement center, digital customer service and workforce engagement. This is especially important in cases where some CCaaS providers’ suite capabilities may not meet the use cases for some complex customer service environments.
Market Definition
Gartner defines contact center as a service (CCaaS) as solutions offering SaaS-based applications that enable customer service departments to manage multichannel customer interactions holistically from both a customer-experience and employee-experience perspective.
CCaaS is a key technology platform used to support the customer service experience, whether it be self-service or assisted by customer service representatives. All organizations need to offer customer assistance. The preference is for remote support via voice and digital channels over physical presence in offices and stores, though it is common for organizations to offer multiple options.
The ambition is for customers to self-serve assistance, through web portals or chatbots. But it is also recognized that complex issues still need the support of employees. CCaaS technology is instrumental in orchestrating both self- and assisted-service engagement with customers. The technology can also manage the quality of engagement between the customer and the customer service representative, recognizing that premium customer experiences are achieved through premium employee experiences.
Mandatory Features
While CCaaS solutions can support a variety of customer interaction channels, to be considered “CCaaS” the solutions must be anchored in inbound voice routing/automatic call distribution (ACD). CCaaS solutions must also support:
Application and native communication connectivity, providing voice and data access (telco “points of presence”) as well as application hosting on public and/or private data centers to support client access, including in markets where the provider supports connectivity but does not actively market and sell its services.
The routing of digital interactions (including email, web chat, SMS, social media, video or other channels).
Prepackaged agent, supervisor and reporting applications, although these environments may be extended using a GUI-based interface or open APIs.
Workforce engagement management (WEM) that covers some or all of agent staff scheduling and forecasting, call and/or desktop recording and analytics, quality management, agent assistant functionality, knowledge management, and workflow routing of noninteraction work items.
Gartner’s definition of CCaaS excludes:
Hosted contact center services, in which system hardware and software are dedicated to individual customers.
Managed services, in which hardware and software are dedicated to a particular customer and run on that customer’s premises or in a third-party data center, but are managed by a third-party service provider.
Enterprise server software repurposed as CCaaS offerings.
Optional Features
Other optional CCaaS capabilities may include:
Outbound voice (predictive, progressive or preview dialing)
Customer self-service automation (interactive voice response [IVR]/voice portal, self-service bots, virtual customer assistants)
Integration with customer tracking (CRM) and other enterprise databases
Real-time and historical tracking and analytics
Critical Capabilities Definition
Data Center Design
The strength of the data center architecture used to provide resilient and scalable computing power to support global, on-demand customer service.
This is the ability to support high-availability and/or disaster-recovery configurations for scalable customer service environments. The overall architectural robustness includes elastic data center infrastructure or computing power and multinational presence by leveraging either traditional colocation or infrastructure as a service (IaaS) partners.
Providers that meet or exceed this capability have broad global coverage and the ability to seamlessly scale infrastructure resources down or up to meet unpredictable service requirements.
Telephony-Centric Offer
Scalable, robust telephony-centric service with competitive voice carrier services and a telephony-centric license structure.
Managing high volumes of telephone calls is a key requirement for many organizations in adopting contact centers as a service. CCaaS providers should be able to reference customers that have large call volumes and high occupancy requirements. The optimum business model for CCaaS includes telecom connectivity as part of the overall service, but “bring your own telco” is an important feature for larger organizations with more complex telecom arrangements. CCaaS providers with telecom licenses can buy minutes at wholesale rates, enabling them to be more competitive with customers’ outbound calling requirements. Interconnect agreements for carrier connections provide higher levels of overall service availability.
Scores for this capability are higher where high-volume call environments are demonstrable, providers can leverage better rates from wholesale agreements, and telecom services are included in meaningful SLAs.
Digital-Centric Offer
Digital-centric service supporting multiple touchpoints of digital engagement holistically across self- and assisted service with a digital-centric license structure.
Consistency, persistence, and seamless orchestration and integration across digital and voice channels are crucial to maintaining a positive digital customer experience. This capability should encompass a range of synchronous and asynchronous touchpoints.
Synchronous messaging is when customers and advisors are engaged in a live channel with a defined beginning and end to the conversation. Webchat and live chat are examples of this. Some organizations will include email and SMS as live communication channels.
Asynchronous messaging is different in that the two parties of the conversation are not necessarily present at the same time. The persistence of asynchronous messaging means the conversation is continuous, with the chat history retained as part of the interaction (via Apple Messages for Business, Instagram, X, WhatsApp, etc.). In-app mobile messaging includes software development kits (SDKs) for customer support apps that are accessible from smartphones or tablets. In-app messaging could be synchronous or asynchronous.
CCaaS applications already natively support email, live chat and chatbots/virtual customer assistants as channels of engagement. This capability looks deeper at the more advanced digital capabilities, enabling context preservation across all engagement channels to orchestrate seamless conversations.
Scores for this capability are higher with demonstrable support for:
A range of social/mobile app-oriented digital engagement
Seamless data aggregation and context preservation across channels
A flexible license approach that enables organizations to shift users from telephony-centric to digital-centric environments
Marketplace
The availability and population of third-party applications and integrations, consumable via the CCaaS provider’s own marketplace.
The application marketplace approach is designed to provide fast, easy integration into customer service applications, supporting the speed and agility of a system of differentiation. Leading CCaaS providers will maintain their own application marketplaces, supporting applications developed by communities, partners, or the providers themselves.
Providers with extensive marketplaces with a broad spectrum of customer service applications that can be acquired through try-and-buy options will score highly in this category.
Developer Environment
The availability of a developer environment to enable customization of the CCaaS platform and integrate with other applications, all in a nonlive test environment.
Customization of the contact center environment is increasingly important as organizations scale their customer service environments for greater automation and efficiency. The developer environment enables a level of composability to create customized services and integrations and the option to test and verify before being deployed in a live customer service environment. Sandboxes provide features such as versioning, test migration, and rollback tools.
Providers that meet this requirement will have visible developer websites with active community discussions and knowledge sources to support the development, integration, testing, upgrading, and diagnostics with applications in a test bed environment.
Workforce Engagement Management
The depth of workforce engagement management (WEM) solutions offered primarily as an embedded CCaaS suite capability, or alternatively, as an embedded OEM with a strategic WEM partner.
This is the ability to offer a comprehensive set of WEM capabilities as part of the CCaaS suite. WEM should be a core focus for CCaaS providers in broadening their product sets. This is important as customer service organizations look to consolidate providers offering all aspects of workforce engagement in customer service. Core capabilities to be offered as part of the CCaaS provider’s own software suite are:
Time management — A flexible platform that allows employees to self-manage their work-life balance and associated schedule requirements, including flexibility over breaks at work, shift swaps, and organizing remote working.
Evaluation and improvement — The ability to provide a personalized assessment of employee performance linked to individual attributes and to instigate a tailored coaching/training program in line with their personality traits, learning preferences, and career aspirations.
To meet vendor consolidation initiatives, clients also expect CCaaS providers to offer the following:
Metrics and recognition — The ability to set, monitor, visualize, and reward engagement and performance in line with individual objectives.
Voice of the employee — The ability to capture, analyze, and act on feedback from employees, captured either directly through surveys and polls and/or indirectly from interaction (e.g., voice recordings) and operational data (e.g., system performance, shift patterns).
Another WEM capability is assistance and task management, which is captured in the agent experience capability of this research.
To satisfy greater scale and niche requirements, CCaaS provider marketplaces should be populated with best-of-breed WEM providers and with productized connectors. Providers that meet this capability will not be heavily reliant on partners for all capabilities of WEM.
Workflow Orchestration & Automation
This is how the application supports the design, orchestration and monitoring of customer service workflows, tasks, and processes.
Personalization and real-time persistence within customer engagement workflows involve automating processes using an adaptive rule engine, AI techniques, or a combination of both to dynamically manage customer inquiries and associated activities based on contextual information. These capabilities enable customer service to efficiently deliver customers’ expected outcomes while facilitating customer activity tracking and monitoring against service-level agreements, ensuring that customers are successfully routed and approved through the path to resolution. Some CCaaS applications provide advanced business process automation capabilities, supporting the coordination and execution of complex processes, decision reasoning engines and business activity monitoring (BAM).
Customer Administration Portal
The ability for customer service organizations to create, modify, and manage core operational and reporting parameters of cloud-based contact center environments in real time.
Customer service and support technology leaders must be able to manage the resources available to them to deal with unpredictable service requirements. This must take place in real time and includes all facets of queuing, routing, reporting, and administration.
Providers that meet this requirement will have an intuitive portal that uses visual graphics and wizards to facilitate administration at multiple operational levels. Additionally, the administration portal will feature a consolidated interface with administration, reporting, and WEM accessible through the same UI. Customer administration portals with broad language support for system administration and agent interfaces will have better applicability in global contact center operations.
Agent Experience and VAA
The extent to which the workspace/desktop is configurable to enable the advisor to manage all customer engagements holistically and efficiently, and to use automation to assist the agent in their tasks.
The demanding role of the customer service advisor can be best supported by a configurable workspace with extensive visibility of engagement channels, integration with, or embedded into leading enterprise software applications. Virtual agent assistants (VAAs) provide contact center employees with real-time context and guidance, and are a key investment for organizations when improving employee experience (EX), given that increasingly the requests that reach assisted service are getting more complex.
Providers that meet this requirement will complement configurable workspaces with strong integration to enterprise CRM, knowledge management, and AI-infused (including generative AI) agent-assist tools that drive agent enablement, empowerment, contextual guidance, and knowledge.
Pricing and Contract Elasticity
Overall competitiveness of pricing models and the ability for customers to flexibly add and revise active agent license counts.
A key operational benefit of CCaaS is the speed and flexibility of service provision. This capability enables organizations to scale their customer service application resources up and down in line with the requirements to meet seasonal and unplanned demands. To align with service delivery and customer preferences, there should also be a range of service charges for concurrent, named-user licensing and consumption-based pricing. Pricing should be transparent: Pricing should be publicly listed, and charges should be clearly defined in contract proposals.
Providers that meet this requirement will offer comprehensive pricing models and monthly contract elasticity, with no penalties for overconsumption, at market rates for the quality of service they offer. Additionally, high-scoring providers will offer transparent pricing, including clearly defined package details in the desired customer currency. Scores for this capability are also influenced by Gartner Peer Insights for pricing and contract elasticity.
SLAs and Trust Center
The vendor’s ability to support meaningful SLAs and provide open visibility into its performance.
Trust is one of the greatest hurdles for customer service organizations to overcome. Customer service and support technology leaders expect the ability to deliver reliable customer service and uninterrupted operations to their customer bases. SLAs typically vary between 99.95% and 99.999% but can be set at 100% for high uptime requirements like emergency service use cases. The variation in service level is, in part, connected with data center architecture and carrier services employed. Organizations need to ensure that CCaaS providers are transparent with their service levels, not just of the platform but of connectivity to key business applications.
Providers that meet this requirement will have a minimum of 99.99% availability as a standard and with it, a clear set of compensation payments for nonperformance. Providers that exceed this capability will be transparent with service ratings on their website and will have strong Gartner Peer Insights ratings and meaningful SLA service credits for nonperformance.
Customer Experience
The customer’s perceptions and related feelings are caused by the one-off and cumulative effects of interactions with a supplier’s employees, systems, channels, and products.
A decision on a CCaaS partner is a multiyear decision, with many relationships lasting more than five years. This rating is influenced by customer experience data that Gartner collects through Gartner Peer Insights and by Gartner analysts’ interactions with clients about their experiences with CCaaS providers.
Providers that meet or exceed this capability consistently come into the consideration set for contact center service selection and have strong scores for overall rating on Gartner’s Peer Insights and consistent positive feedback from Gartner customer service analysts’ client inquiries.
Channel Partner Program
A partner network to lead sales, implementation and service for CCaaS offers.
As CCaaS matures, the most effective way of scaling a business is to enable customers to procure the service through a specialized channel partner with competencies in supporting customer service technologies. Customers will be able to view and assess partners based on their requirements from the CCaaS provider’s web portal.
Providers that meet this capability will have an expansive network of geographically distributed CCaaS partners. Additionally, regional coverage and certification tiers will be visible to customers on the provider’s public website.
Real-Time Continuous Intelligence
An application’s ability to support real-time analysis of current and historical data to enable smarter real-time decision making.
Continuous intelligence is a design pattern in which real-time analytics are integrated into a business operation. It processes both current and historical data to surface insights needed to inform a real-time interaction. Incorporating continuous intelligence into a CCaaS application enables smarter real-time decision making. For example, the application might decide under which business process rule to proceed, under which conditions an interaction should be rerouted, and to which skill group or individual it should go. It can also analyze the root cause of a problem posed by a customer in real time through solution analysis and the use of a decision support engine.
Use Cases
High-Volume Customer Call Center
This use case addresses replacement of the legacy call center platform, one of the primary goals clients strive to attain with CCaaS.
While a primary focus in this use case is on the scale and operational effectiveness of telephony requirements, we expect that all CCaaS platforms can provide multichannel capabilities. As such, the digital-centric offer and the automation of engagement capabilities also influence this use case. Overall, this use case evaluates scenarios that manage large volumes of calls and interactions. Customer service organizations need CCaaS platforms that can scale rapidly to support high volumes of phone calls with the highest levels of resiliency.
Automation plays an important role in the initial customer response, in supporting automation of simpler responses and for classifying and scheduling responses that need advisor assistance. Planning and scheduling of staff is an important capability for efficient operations.
For this use case, there is a stronger weighting for the telephony-centric offer, data center design, WEM, and SLAs and trust center.
Digital Contact Center
This use case addresses the primary goal of offering more digital customer service capabilities as part of the customer service suite of technology.
Digital customer service has escalated significantly in the last two years, with customers’ expectations evolving in terms of how they can engage with their suppliers. The rise in asynchronous messaging and mobile applications (e.g., Apple Messages for Business, Facebook Messenger, WhatsApp) means that CCaaS providers must enhance digital engagement and live customer service. They must also offer intelligent self-serve capabilities to ensure seamless communication across multiple channels. New brands emerging in the market are offering digital-only customer service, so CCaaS providers have to be able to position their portfolio to reflect a non-telephony-centric proposition.
For this use case, there is a stronger weighting on the digital-centric offer, workflow orchestration and automation of engagements, and the agent experience and VAA.
Customer Engagement Center
This use case addresses the need for deeper integration with business applications, offering a stronger customer experience across all channels of engagement.
Tight integration of business application software improves customer service and leads to stronger customer engagement. The goal of a customer engagement center (CEC) is to leverage historic and real-time data to provide reactive and proactive service to customers as they move between customer engagement channels while still retaining the customers’ context. The goal is also to apply the appropriate business rules to determine the next best action, information, or process with which to engage the customers.
For this use case, there is a stronger focus on the marketplace, real-time continuous intelligence, customer experience, agent experience, developer environment and workforce engagement management.
Agile Contact Center
This use case addresses the need for customer service managers to rapidly change the setup of the customer service environment in line with operational and budgetary needs.
Agile contact centers tend to be deployed for more specific customer service requirements — for example, to rapidly introduce new communication channels, or to set up a support function for a new product or service. The agile suite offers greater flexibility in terms of speed of deployment and ability to easily integrate with third-party applications, scalability, and service elasticity.
For this use case, there is a stronger focus on the customer administration portal, pricing and contract elasticity, and the marketplace.
Global Contact Center
This use case addresses the need for organizations to build a global capability to serve customer service requirements with a single CCaaS platform provider.
As CCaaS scales to thousands of seats, large multinational organizations are starting to consolidate multiple instances of CCaaS and premises-based technology with a common platform provider. They will typically do this for all their requirements in multiple regions around the globe. CCaaS providers need to rely on partner resources to provide centralized and local support for global customers. Additionally, they should deliver these services on a resilient and scalable data center architecture that supports high-availability, on-demand customer service.
For this use case, there is a stronger focus on the channel partner program, data center design, and the ability to easily modify operations via the customer administration portal.