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Phone Etiquette: 5 Steps to Better Call Transfers

Call Transfer Phone Etiquette PBX System Transfer

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Phone Etiquette: 5 Steps to Better Call Transfers

The importance of proper business phone etiquette cannot be stressed enough. A caller’s experience can leave either a positive or a negative impression. Of course, for potential customers, clients, partners, and other stakeholders – this experience contributes to your bottom line.

The way you treat callers on the phone reflects directly upon the image your business portrays. Put in the extra effort to be polite and you will ensure that your customer feels valued. With advanced features from VirtualPBX you can rest assured that your business phone system won’t get in the way of proper phone etiquette. 

Here are the 5 steps we recommend to professionally transfer a phone call for good phone etiquette:

1. Give the caller your information before transferring the call

2. Ask the caller for permission to initiate the transfer

3. Speak to the party whom the caller is being transferred to first

4. Introduce the caller to the individual or department you are transferring them to

5. Explain to the caller why their call needs to be transferred

Start Practicing Better Phone Etiquette

Treating your customers right over the phone is just as important as how you treat them in person. For this reason, using proper phone etiquette during a phone call can solidify a business relationship.

VirtualPBX offers Advanced Transfers to ensure that all the tools you need for successful call transferring are at your fingertips. Thus, you can transfer calls to anywhere in the system, whether it’s to another employee, the operator, an outside number, or an ACD queue.

But that’s just the beginning. VirtualPBX features significantly enhance a customer’s impression of a business. By leveraging the capabilities of VoIP technology, businesses provide a seamless and professional experience with high quality phone etiquette. Features such as auto-attendants, call forwarding, and call recording enable efficient call handling and routing. This ensures that customers are promptly directed to the right department or representative. Additionally, VoIP features like voicemail transcription and call queuing allow businesses to stay responsive even during peak periods. Furthermore, with the integration of CRM systems, VoIP enables personalized and context-rich customer interactions. All these features collectively contribute to an improved customer impression by demonstrating the business’s commitment to efficient communication, responsiveness, and customer-centricity.

Call Transfer Phone Etiquette PBX System Transfer

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