Customer service email management software tools can help your teams fine-tune their email communications and serve customers better by providing engaging and helpful responses that resolve queries on time.  

As a case in point, Salesforce suggests that 27% of service leaders are piloting or planning to use email response management in the next 12-18 months to offer superior customer experience. 

However, choosing the right tool is essential to ensure it meets your requirements and is worth investing in. This article will help you pick the best email tool for your business.

Customer service email management software: A comparison

Plivo CX- Best for SMBs looking for a feature-rich, affordable customer service software tool to manage their emails

Plivo CX is a cloud-based customer service email management platform that allows you to manage all your customer emails effortlessly in one place and deliver outstanding customer experiences. The tool can drive your revenue 3x and ensure flawless customer engagement via powerful end-to-end email marketing activities. 

Aimed at simplifying communications with your target customers, it offers useful features and capabilities to transform your email handling. For example, you can create custom user journeys from the first email interaction to their current position. This will help you understand them better and provide tailored experiences. 

Using OpenAI-powered self-service chatbots, Plivo CX also reduces live agent requirements by 50%. These chatbots provide instant problem resolution with greater accuracy, as you can train them on custom datasets within the fringes of company guidelines.

Additionally, with live dashboards, you can get complete visibility on your customers, from their engagements to storefront activity and purchases, and optimize your team's performance and operations.

Key Features

• Omnichannel service: Leverage the Unified Agent Desktop to consolidate customer context and interaction history and deliver effortless omnichannel customer service across email, voice, SMS, WhatsApp, and live chat
• AI-powered ticket handling: Automatically sorts and prioritizes customer requests, making sure urgent issues are handled first while also ensuring AI responses stay on-brand and follow your company rules
• Enhanced Communication & Efficiency: Share media like pictures and videos, use templates for quicker replies and internal notes for seamless teamwork, and effortlessly update AI agents with the latest information–all for smoother and more effective customer interactions.
• Reporting: Use historical reports to get deeper insights into communications between your team and customers. You can also collect customer feedback. These can help you better train your agents and boost their performance. 
• Security: Keep your email communications safe with Plivo CX’s enterprise-grade security with encryption and app authentication. Stay compliant with regulations like GDPR, SOC 2, HIPAA, PCI DSS, and ISO certification. 
• Integrations: Integrate with HubSpot, Help Scout, Zendesk, HappyFox, Salesforce, etc., for seamless and accurate data flow between systems 

Pros 

• Useful features like AI chatbots, granular dashboards for 360° view, customized workflows, agent coaching, etc.
• Effortless to use and quickly integrates with multiple tools
• Provides responsive support
• Industry-grade data security and privacy

Limitations 

• Doesn't have built-in tools to track how well agents are performing, make sure they meet quality standards
• Cannot help you decide how many agents you need at different times
• No mobile app to check or work on tickets when they're not at their desks
• Might not be the best choice if you get a lot of simple, repetitive customer support questions

Pricing

Omnichannel (annual plans):

• Growth: $29 per user per month
• Business: $69 per user per month
• Enterprise: Available on request

Voice-Only annual plans

• Growth: $25 per user per month
• Business: $40 per user per month
• Enterprise: Available on request

Chat-Only annual plans

• Growth: $15 per user per month
• Business: $30 per user per month
• Enterprise: Available on request

Ratings

G2: 4.5/5 (700+ reviews)

Freshworks - Best for smaller teams requiring essential customer email management features

Freshworks Customer Service Suite by Freshdesk is a popular option to manage customer emails. It offers an AI-powered, efficient solution to simplify email management for your support team and contribute to excellent customer service. 

You’ll get a unified interface for customer context from communication across all channels, with powerful AI chatbots to boost your ROI. Freshdesk lets you boost efficiency with powerful capabilities, including omnichannel solutions, advanced ticketing, self-service, Freddy AI for automating tasks, and more.

Key Features

• Personalization: Personalize experiences with detailed customer information and their interactions throughout their buyer journeys.
• Analytics: Get AI-driven analytics to solve emerging issues and empower agents with a centralized workspace to drive efficiency 
• Integrations: Integrations with popular tools like Shopify, salesforce, Jira, etc. 

Pros

• Repetitive tickets can be handled with a combination of canned responses, scenarios and other automation features
• Features like Add Note and Merge are extremely useful for managing and collaborating on tickets efficiently

Limitation 

• Some reported facing constant glitches and data synchronization issues that hampered workflow
• The mobile version is limited, not providing all the features that a desktop version offers

Pricing 

• Growth Plan: $29 per agent per month (billed annually)
• Pro Plan: $69 per agent per month (billed annually)
• Enterprise Plan: $109 per agent per month (billed annually)

Ratings

G2: 4.4/5 (3600+ reviews)

Help Scout - Best for startups and small businesses looking for simple customer email management software

If you are looking for straightforward customer email management software, Help Scout is a suitable option. It eliminates guesswork by providing valuable context and customer details to evaluate and improve your communications with customers. 

Help Scout unifies your customer data, email aliases, and more, making it easy to find information and track insights. It creates detailed reports to evaluate your team's effectiveness and responsiveness. Additionally, the tool automatically labels, assigns, and sorts emails, ensuring timely responses to every customer.

Key Features

• Mentions and notes: Use mentions to keep everyone informed and internal notes to jot down important information
• Saved replies: Save and reuse standard replies wherever applicable to save time

Pros 

• Live chat option reduces the client query TAT
• The number of workspaces, modifications, and feature-rich tools helps in the effective management of all inbound customer emails

Limitation 

• Lacks a dialogue box that can warn users of the result of an action while setting up a workflow 
• When we automate ticket emails, every action on a ticket (like a reply or status change) triggers the same email to be sent multiple times to everyone involved, creating unnecessary duplicates.

Pricing

• Standard Plan: $25 per user per month (billed monthly) or $22 per user per month (billed annually)
• Plus Plan: $50 per user per month (billed monthly) or $44 per user per month (billed annually)
• Pro Plan: $65 per user per month (annual billing only, for teams of 10 or more)

Ratings

G2: 4.4/5 (400+ reviews)

Zendesk - Best for all businesses, from startups and small companies to medium-sized businesses and enterprises

Zendesk’s email management software will help streamline customer support and improve customer relationships. It offers time-saving tools like AI automation and triggers to help you manage customer information like a pro. 

You’ll get powerful insights about your customers to provide personalized experiences. Zendesk’s intuitive email management platform is built to ease the lives of support agents by offering them accurate customer context on time.

Key Features

• Fast: Agents can respond to customer queries faster with ‘macros’ or pre-defined responses
• Multiple tools: Custom views, native mobile applications, built-in SLAs, and more
• Integrations: Easily integrates with platforms like Gmail, Outlook, etc.

Pros 

• Macros allow for quick ticket routing to different departments and standardized formatting for specific workflows
• Centralization of communications in one spot helps with increasing agent efficiency

Limitation

• Lacks live monitoring and coaching capabilities
• Has complex features that require IT resources for configuration and customization

Pricing

• Support Team Plan: $19 per agent/month (billed annually)
• Support Professional Plan: $55 per agent/month (billed annually)
• Support Enterprise Plan: $115 per agent/month (billed annually)
• Suite Team Plan: $55 per agent/month (billed annually)
• Suite Growth Plan: $89 per agent/month (billed annually)
• Suite Professional Plan: $115 per agent/month (billed annually)
• Suite Enterprise Plan: Pricing available upon request

Ratings

G2: 4.3/5 (5500+ reviews)

Hiver - Best for large teams that require excellent email management and collaboration features

Want to resolve queries faster and unlock efficiency? Hiver’s email management platform allows you to assign and track emails in a shared inbox. 

Keep your team in the loop with @mentions and notes. Use collision alerts to prevent duplicate responses, automatically delegate tasks via email based on a team member's skills, and track progress. 

Key Features

• SLAs: Customize SLA policies and send violation reminders when the policies are breached
• Advanced reporting: Get advanced dashboards and reports to understand issues and improve team performance
• More features: Customer satisfaction surveys, email templates, AI summarizer, and more

Pros 

• Allows multiple team members to access different inboxes so that everyone can work together rather than just having one person manage each inbox
• Classifies emails as pending or closed cases and sends reminders of emails yet to be responded to

Limitation 

• Requires agents to manually enable and disable auto-responders instead of being able to schedule them like an out-of-office reply
• Does not have different working schedules within a workgroup, making it difficult to keep KPI on reply time accurately

Pricing

• Lite Plan: $19 per user per month (billed annually)
• Pro Plan: $29 per user per month (billed annually)
• Elite Plan: $49 per user per month (billed annually)

Ratings

G2: 4.6/5 (1000+ reviews)

Zoho Desk - Best for small to medium-scale businesses 

Zoho Desk’s customer service email system allows you to send and manage emails efficiently and offer personalized experiences to customers. It empowers your agents with a centralized space to manage multiple addresses, updates, and tasks and send quick, engaging, and easy-to-follow emails. 

Track, assign, respond to, and fetch support emails and convert them into support tickets for multiple aliases, be it sales, billing, refunds, etc. Zoho Desk lets you use pre-written responses, AI assistance, automated suggestions, and keyboard shortcuts to send accurate responses quickly. 

Key Features

• Classify tickets: Classify emails based on time, status, etc., and prioritize them for issue resolution
• Personalization: Read customer details to create personalized emails for each customer and win them over
• Collaboration: Use private threads to interact with external teams and private comments for your internal communications, providing prompt customer service 
• Other features: Email tracking, automatic notifications, email templates, automatic email assignment, and customer happiness ratings

Pros 

• Organizes email by categories for easy access
• Easy integration in a few clicks with a simple code snippet

Limitation 

• The user interface could be improved based on modern design and functionality 
• Limits the functionality depth of many features when demand increases

Pricing (Source)

• Free Plan: Available 
• Express: $7 per user per month when billed annually
• Standard: $14 per user per month when billed annually
• Professional: $23 per user per month when billed annually
• Enterprise: $40 per user per month when billed annually

Ratings

G2: 4.4/5 (5600+ reviews)

How to choose the right customer service email management software?

Among many options available, choose customer service email management software that caters to your specific requirements and comes under budget. Let’s break down how you can proceed: 

Features

A customer email management platform can come with various features that may or may not fulfill your needs. So, consider your team size and evaluate your requirements. Look for must-have features like an intuitive interface, live dashboards, historical reports, chatbots, extensive analytics, automation, collaboration tools, and multiple integrations.

Ease of Use

A steep learning curve hampers quick user adoption. So, find a customer email management tool that offers a user-friendly, clean interface with easy navigation and a simple setup. This will enable agents to quickly navigate the platform and serve customers better, which is the ultimate goal. 

Platform Support

To increase and simplify user adoption, choose a platform that offers support in the form of product demos, knowledge bases, help articles, troubleshooting guides, training webinars, etc. 

Pricing 

Pricing is one of the most crucial considerations. Customer email management software generally costs between $10 and $55 per month per user. Look for the tool that offers the features you need within your budget and team size. 

Why is Plivo CX the right option for you?

All things considered, it’s evident how Plivo CX’s powerful customer service email management solution perfectly brings a combination of convenience and effectiveness to SMBs. With a low learning curve, it comes packed with useful features like AI chatbots, omnichannel support, timely and proactive updates, reporting and analytics, and more. 

If you’re an SMB looking for a perfect combination of features, efficiency and reasonable pricing, Plivo CX can be an excellent choice. 

To try it out yourself, book a demo now!

FAQs

1.What is the best customer service email management software?

After carefully evaluating all options, many consider Plivo CX to be one of the best customer service email software because of its end-to-end marketing solutions, advanced tools, and affordable pricing. This tool can help you unlock 3x more revenue and attract more customers. 

2.What features to look for in email management software for customer service?

It is recommended to find features like a comprehensive email marketing suite, intuitive automation, advanced reporting, workflow builder, high-end security, a unified interface, mentions and notes, etc. You can also look out for features like shared inbox and collaboration, omnichannel support, sending copies of emails, and more. 

3.Who uses email management software for customer service?

Startups and SMBs need email marketing software to provide effective customer service at an affordable price. Some software tools offer advanced features for large companies with large email requirements.

The VoIP market in the US, growing at a compound annual growth rate (CAGR) of 12.1%, will reach $151.21 billion in 2024. This upward trend will continue until 2028, when the market value is expected to hit $236.25 billion.

This growth is due to the fact that Voice over Internet Protocol, or VoIP, offers cost savings, flexibility, and advanced features that traditional phone systems simply can't match.

In this blog post, we will discuss what VoIP is and how it works to help you decide if it’s right for your business.

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What is VoIP?

Voice over Internet Protocol (VoIP) is a technology that allows you to make phone calls over the internet instead of using a traditional analog phone line. It converts your voice into a digital signal that can be transmitted over the internet.

How does VoIP work?

VoIP turns your voice into digital data, compresses it, and sends it over the internet.  Your VoIP provider manages the call setup much like your internet provider connects you to the web.

Here's how it works:

• Your phone connects to your home internet network through a switch or router.
• When you dial a number, your IP phone signals your VoIP service provider to connect the call.
• The provider sets up the call and exchanges data packets with your phone.
• Your phone then converts that data into the sound you hear.

During a VoIP call, your conversation is broken down into tiny data packets that travel across the internet instantly. Your phone and the VoIP provider constantly exchange these packets to keep the conversation flowing.

VoIP services help you completely bypass traditional analog systems. You'll have no technical problems as long as you have a decent internet connection.

VoIP vs. traditional phone systems

The biggest difference between landlines and VoIP is how they connect calls. Landlines use physical copper wires, so they’re limited to specific geographic locations. In contrast, VoIP works on an internet connection and works globally wherever the internet is accessible.

Cost is another factor. Landline systems are expensive to set up and maintain. Analog systems require laying down miles of copper wire and switching equipment.

VoIP is much more cost-effective in comparison. Because VoIP is managed through the cloud, it eliminates the need for on-site installation or maintenance. Adding or changing users is as simple as updating the software: no technician required.

Here are some more key differences between VoIP and landline systems:

Types of VoIP services 

VoIP comes in a variety of forms. Here's a quick look at some of the most popular business VoIP phone services available today.

1. Device-based VoIP services

This option involves users purchasing a VoIP device from the provider and plugging it into their landline. They can then make and receive calls within a specified country for free. This set-up eliminates monthly bills and allows users to enjoy a VoIP phone number with their existing phone set. 

2. Software-based VoIP services

This popular VoIP service is accessed online via a user's browser or installed as software on their desktop. Their PC's audio input and output devices serve as their phone.

Zoom and Skype are great examples. They offer features like video conferencing, instant messaging, and screen sharing, all while using your computer as the communication device.

3. Mobile VoIP services

Mobile VoIP is essentially software-based VoIP adapted for a user's smartphone or tablet. Users can make and receive calls from anywhere after installing the app and ensuring a stable internet connection. 

4. Business VoIP services

Business VoIP services offer two deployment options: on-premise and cloud-based. Both of these are cost-effective compared to traditional phone lines. 

Both options come with features like call forwarding, call transfer, call recording, and much more. These services are designed to grow with your business. Leading providers should offer good technical support.

On-premise VoIP involves purchasing and maintaining all the necessary hardware within the office space. This is a significant upfront investment, especially compared to cloud-based VoIP, which is hosted by the provider. 

5. Analytics-based VoIP services

The latest VoIP advancements analyze agent and customer speech to provide valuable insights. With top-tier speech analytics software, businesses can understand user mindsets and perceptions while evaluating agent resolution effectiveness.

What equipment do you need to set up VoIP?

Generally, a VoIP-compatible computer or laptop, a softphone, and a headset is sufficient for home use. 

Businesses, however, might need additional hardware, such as:

• A VoIP adapter or digital voice adapter (ATA): This small device converts analog signals to digital ones. This allows you to use your existing analog phone for VoIP calls.
• A VoIP phone: This phone connects directly to your router with an Ethernet cable.
• A headset: Especially important for office use, headsets with microphones ensure clear communication.
• A router and modem: Essential for connecting to the internet.
• A firewall: To protect your system, a VoIP-specific firewall can identify and report VoIP threats.
• A session border controller (SBC): A session border controller handles the signaling and media streams associated with setting up, conducting, and ending calls.

Advantages of VoIP

VoIP's widespread adoption across businesses of all sizes is driven by several key advantages as outlined below. 

Affordability 

Businesses switching to VoIP typically save between 30% and 50% of their telecommunications costs. VoIP cuts out expensive line rental fees and charges less per minute you talk, especially for long-distance calls.

Plus, many providers let you keep your existing numbers, so you don't have to spend money on new local or toll-free numbers. They also offer the option to combine calls, faxes, chat, and video conferencing into a single VoIP/UCaaS plan. This can be more affordable (and effective) than relying solely on phone-based communication.

No need for new equipment 

Aside from savings on software, VoIP solutions rarely require businesses to buy new equipment. You can often use the service with your existing internet-connected devices. If you prefer traditional desk phones, you choose tor rent them as needed.

Easy setup and use 

Businesses prefer VoIP services because setting up a new account is usually simple and fast. Enter all the necessary account and billing information yourself or work with a sales representative who can handle the setup process. 

Either way, the VoIP setup is typically completed the same day, if not within minutes. 

Wider reach for your brand 

With the right VoIP service plan, your brand's reach extends far beyond local boundaries. VoIP allows you to capitalize on the potential to reach customers globally without connectivity issues or expensive long-distance phone bills. Not only can you target new markets, you can also contact suppliers around the world who may be able to streamline your operations and help you reduce overhead costs. 

High-quality audio

VoIP systems provide clear voice quality with the help of audio codecs. These codecs compress the audio to transfer it over the networks easily. Due to its small size, the transmission takes place instantly and reduces the chances of any interruption that can affect clarity. 

Some modern codecs, like Opus, also use advanced audio processing techniques that can further improve clarity. These techniques include noise reduction, echo cancellation, and audio enhancement algorithms that help to make voice quality much better.

Disadvantages of VoIP

While VoIP offers numerous benefits, it's important to be aware of its potential drawbacks. 

Stable internet speed

Smooth VoIP calls rely on a stable internet connection. Slow speeds, frequent outages, or high latency (signal delay) can frustrate call quality. Aim for at least 100 kbps upload speed per device. Thankfully, VoIP is bandwidth-efficient, so a reliable internet plan is usually enough.

Latency and jitter

Besides internet speed, latency and jitter can also impact your calling experience. High latency causes noticeable lag, while high jitter makes the connection feel jumpy and unreliable. 

Online communication involves data packets traveling smoothly to their destination. However, latency and jitter occur when these packets face delays or get lost during transmission, leading to slower information arrival and potential retransmission. 

Several factors, including network congestion, outdated equipment, and worn cables, contribute to these issues.  

Emergency calls have less accurate location tracking

Unlike traditional phone lines, VoIP doesn't automatically give precise location data during emergencies. Cell phones use cell tower data for accurate tracking, but VoIP relies on IP addresses, which can be less specific. 

This detail is important in case of an emergency. Make sure your emergency information is always updated with your current address. This way, even when using VoIP, emergency services can find you quickly when needed.

Key features of VoIP

So, when choosing the right VoIP service for your business, what should you look for? 

Here are some essential features to keep in mind.

Auto attendant

An auto attendant greets your callers with a menu of options.

For example:

• Press 1 for Sales.
• Press 2 for Support.

While basic auto attendants are helpful, VoIP providers like Plivo take this a step further with their advanced IVR (Interactive Voice Response) system. With Plivo’s IVR, you can:

• Create multi-level menus with audio or text prompts.
• Use automatic speech recognition to understand caller requests.
• Route calls intelligently based on caller input or other criteria.

Mobile and desktop apps

With phone and computer apps, you can use your VoIP phone service even without a special phone. Perfect for people on the move or working remotely, these apps ensure everyone's reachable.

Since some prefer headsets or mobiles anyway, check who needs a desk phone before switching to VoIP. You might save some money.

HD call quality

Thanks to high-quality codecs, every VoIP call over a stable internet connection has HD audio. You'll enjoy clear, easy-to-understand conversations with colleagues and customers.

Unified communications

Unified Communications as a Service (UCaaS) combines different communication methods,  like instant messaging, calls, and video conferencing. Plus, with extras like call recording, reporting, and voicemail, UCaaS takes VoIP to the next level.

Switching to VoIP sets you up for better teamwork. VoIP is a great way to start if you're thinking about using video calls more, or like the idea of instant messaging.

Call encryption and VoIP security

The internet can have security risks, so any call made online needs to be safe. With VoIP, everything's scrambled and protected, both during the call and when it's stored. No one can listen in: they only see basic info like when the call happened and how long it lasted. 

For example, imagine you have a conference call with your sales team. The call log will show the date and duration of the call,  but the actual discussion will remain private.

Call recording

VoIP lets you record calls to track quality or comply with regulations. It offers simple call recording, where calls are saved online and ready to download later.

You can also choose advanced call recording with features like sentiment analysis to spot unhappy customers or find opportunities to sell more.

How much does VoIP cost? [2024 pricing guide]

VoIP is surprisingly budget-friendly, considering all it can do. Expect to pay around $20-$50 per person per month for VoIP. That's a considerable saving compared to traditional phone systems. 

To give you a better idea, here's a quick cost breakdown for VoIP:

• Upfront costs: Anywhere from $0 to $50 per line.
• Monthly fees: Between $19 and $45 per line.
• Phone costs: $80 to $600 for each special VoIP phone.
• International calls: Start at $0.01 per minute.
• Taxes and fees: These depend on where you are.

Traditional phone systems have hidden costs you might not think about:

• Installation fees: $50 to $100 per phone line.
• Deposit: Can be $100 to $500.
• Maintenance contract: Often $1000 or more every year.
• International calls: Start at $1.00 per minute.
• Credit check: They might check your credit.

Choosing a VoIP provider

While most VoIP providers cover the basics, it's smart to pick one that aligns with your business needs.

When picking a VoIP provider, make sure that they offer:

• Expert setup assistance: Full support to set up advanced features (like auto attendants and call queues), get your phones working, train your team, and advise you on any extra hardware or software you might need.
• Network compatibility: Seamless integration with your current network setup or the ability to adjust to fit your needs.
• Industry experience: A track record of helping similar companies to yours, with success stories to back it up.
• Top-notch customer service: 24/7 or at least quick customer support, especially for switching your phone number, on-site setup, and ongoing help.
• Reliability and security: A proven track record of being reliable with minimal downtime.

When choosing a provider, scalability is also an important factor. Your VoIP solution should easily handle increasing call volumes and expanding communication needs as your business grows.

CallHub, a leading voice and text messaging platform for political and advocacy groups, is a perfect example of this. During the last US midterm elections, CallHub facilitated over 9 million calls. This highlighted the need for a strong and adaptable VoIP infrastructure. 

Plivo handled CallHub's massive call volumes, ensuring seamless communication even during peak periods.

As CallHub's CTO, Chetan Giridhar, notes, "Even with the growth in volume and load, Plivo has really been able to scale with our customer needs. One day a campaign actually reached a rate of 600 calls per minute or 36,000 per hour, and it was only possible with Plivo’s scalability.

Upgrade your business communication with Plivo

VoIP has evolved far beyond just voice calls over the internet. Today, it helps businesses use voice, video, and multimedia content to streamline their communication.

Plivo’s Voice API platform seamlessly integrates voice calling into your applications. This enables features like conference calls, voice alerts, surveys, and more. 

Plus, you can connect and control calls to any device, build VoIP calling into your mobile and browser apps, and use powerful call management features.

Plivo also ensures exceptional call quality with its advanced call insights. This feature helps you to:

• Proactively monitor call quality
• Quickly identify and troubleshoot issues
• Gain detailed call statistics
• Gather user feedback

Plivo is your trusted partner for secure, reliable, and scalable communication solutions. We're SOC 2 certified and meet top privacy and security standards like GDPR and HIPAA.

Ready to take control of your call quality? Try Plivo's voice API trial today and see how you can improve your communication strategy.

In 2024, the global average cost of a data breach reached an all-time high of $4.88 million — a 10% increase from the previous year. Secure solutions like mobile device authentication are just one approach to lowering these costs.

What is mobile authentication? Simply put, it involves verifying a user's identity using a mobile device along with one or more authentication methods to ensure secure access. 

In this post, we’ll explore why mobile authentication is essential, its best practices, and how Plivo’s Verify API makes the process easy and cost-effective.

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Optimize mobile authentication for every customer 

How you implement mobile device authentication depends on the user’s context. Let’s look at three examples to understand it better.

Two-factor authentication (2FA) or push notifications during login  

Two-factor authentication (2FA) enhances security by requiring users to provide an additional piece of information beyond their password. In addition to their password, users may need to enter a security token, like an OTP. This extra layer helps protect the account against unauthorized access.

Users who log into your application can either enter an OTP or receive a push notification to approve or deny the login attempt. The first scenario adds an extra security layer, while the second provides a smoother, friction-free user experience.

Implementation tips: 

• Consider the user experience and your security needs when selecting an authentication factor. 
• Pair a password with a mobile-based one-time passcode (OTP) sent via SMS, voice, or generated by an authenticator app.

 For even stronger internal authentication, implement MFA with biometric data or physical tokens. 

Biometric mobile authentication for high-value transactions

Biometric authentication adds an extra layer of protection, making it harder for fraudsters to intercept or misuse the OTP. This means users can confidently conduct high-value transactions knowing their data is secure, all while enjoying a smooth user flow. It’s a win-win for both the user and the business. 

Implementation tips: 

• Use biometric authentication for sensitive actions like changing payment methods or accessing account information. 
• Implement a biometric system depending on the capabilities of the user's device. Use fingerprint recognition on devices supporting it and facial recognition on those with sensors. 
• Prompt users periodically to re-enroll their biometric data after a software update. 

Adaptive authentication for viewing or managing sensitive data 

Adaptive authentication enhances security by adjusting the authentication requirements based on the context of the access attempt, such as the location or device used. 

So, if a customer tries to access sensitive information from an unfamiliar device or unusual location, they may be required to undergo additional verification such as receiving an OTP on their mobile device or confirming their identity via a secondary email.

Implementation tips: 

• Choose an authentication provider offering adaptive authentication capabilities such as Auth0, Microsoft Azure, etc. 
• Identify risk levels and triggers such as unusual locations, unknown devices, or unusual access times. 
• Implement context-based policies such as requiring additional OTP verification or biometric checks for new device access, or using MFA and real-time fraud detection during high-risk transactions. 

Why implement mobile authentication

Without mobile authentication, unauthorized individuals easily breach your systems, leading to potential data theft. However, the benefits of implementing a mobile authentication system go beyond preventing unauthorized access. 

Increased customer retention 

Improving mobile authentication also improves customer retention. 

Alex Vasylenko, a tech entrepreneur and founder of The Frontend Company, witnessed a 15% customer retention rate increase and a 25% successful logins after implementing mobile authentication. 

Alex noted, “We also saw a 30% drop in account-related support queries. Mobile authentication has positively impacted our customer experience and retention.”

Fewer compliance risks 

Mobile authentication is your first line of defense against hefty fines due to noncompliance. After all, failing to meet the standards set by data protection laws could result in a fine of up to €20 million, or 4% of your annual revenue, whichever is higher. With mobile authentication, you're saving your business from costly compliance issues. 

Protect your company’s reputation 

It’s not just about the immediate financial fallout — data breaches can seriously damage your company’s reputation. When your company’s security is compromised, customers lose trust in your brand, damaging your customer loyalty and market position. In fact, 94% of companies acknowledge that customers won’t buy from them if they feel their data isn’t secure. 

Strong mobile authentication keeps your business’s image intact and makes sure your customers feel secure and valued.

Reduced operational costs 

Security incidents have high operational costs, including breach investigations, remediation, and extra customer support. These costs can quickly add up and drain your resources, distracting you from your core business activities. With strong mobile authentication methods, you can avoid these extra costs and keep your focus on growing your business.

Implement mobile authentication with Plivo Verify API 

To make the most of your mobile authentication system, choose a solution that keeps your implementation and additional costs low. Plivo excels in this area.  

With Plivo’s Verify API, you only pay for what you use — SMS and voice OTPs. There are no extra costs for authenticating messages, and Plivo provides pre-registered numbers with no hidden fees or monthly charges. This means more savings and fewer worries about unexpected expenses.

It also simplifies compliance by eliminating regulatory fees. Plivo Verify includes Fraud Shield at no extra cost. Fraud Shield defends against increasing risks like SMS pumping fraud while you provide a smooth authentication process for your users.

To top it off, Plivo’s pre-approved message templates are designed for maximum impact and can cut your implementation time by up to 90%. This also helps in quicker launches and quicker time to market for the customer. 

Looking for a reliable mobile authentication system that doesn’t compromise user experience? Request a trial to see if Plivo is the right fit. 

Okta will sunset its SMS and voice verification service on September 15, meaning all Okta users need to bring their own provider (BYOP) to continue offering one-time passcode (OTP) verification using these channels. Okta will focus on password-less options like FastPass or FIDO2 WebAuthn. 

While FastPass and WebAuthn undeniably offer advanced security features, we believe SMS and voice authentication methods remain relevant in enterprise environments. There are compelling reasons enterprises should continue using Plivo with Okta for SMS and voice OTP authentication. Not only that, but Plivo makes it easy to integrate with Okta and make sure your customers never experience a delay, miss an OTP, or get frustrated trying to log in. 

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Here are some key benefits and considerations that make these channels both a viable and valuable choice for businesses today.

6 SMS and voice OTP advantages

1. Universal accessibility and compatibility

The wide user reach makes SMS and voice verification a good option for global enterprises. SMS and voice authentication methods are not limited by the type of device a user has. Whether someone is using a basic feature phone or a high-end smartphone, SMS and voice work seamlessly across all mobile devices. Users don’t need to install specific applications, possess hardware tokens, or have smartphones.

Using multiple channels for OTPs also creates redundancy that fosters greater reliability.  SMS and Voice OTPs serve as reliable backup methods when primary authentication methods fail or are unavailable due to technical issues or user device problems. This redundancy ensures continuity and reduces the risk of access interruptions.

Did you know? Plivo also supports WhatsApp, with email and RCS messaging coming soon!

This inclusivity ensures users can participate in secure authentication processes regardless of their technological capabilities or resources.

2. Ease of integration

On the business side, most enterprises already support SMS and voice OTPs, making these methods easy to maintain and expand. This established infrastructure reduces the need for significant investment in new systems, allowing businesses to continue leveraging their existing resources. Plivo’s Verify API integrates seamlessly, allowing developers to slash implementation time by 90%.

3. User familiarity and convenience

Because OTPs enjoy global reach, the process is straightforward and familiar to most users. The simplicity of receiving and entering a code into a system makes SMS and voice OTPs convenient for users of all ages and technical proficiency levels. This familiarity reduces the need for extensive training and support, enabling smoother adoption and fewer usability issues.

For developer teams, unlike advanced authentication methods that may require setup, enrollment, or understanding of new technologies, SMS and voice authentication can be deployed immediately. Plivo’s Verify API is ready to go in just one sprint.

4. Support for non-corporate users

Not all users interacting with an enterprise's systems have corporate-managed devices or can install apps like FastPass or use WebAuthn’s advanced features. Contractors, remote workers, and temporary workers still need a way to secure their accounts without requiring corporate IT involvement. OTPs allow for secure authentication without complex device management policies, making them ideal for BYOD and hybrid work scenarios.

5. Affordable and scalable

OTPs have low initial investment costs: enterprises do not need to purchase and distribute hardware tokens or ensure all users have compatible devices. This reduces the upfront costs associated with more advanced authentication methods.

SMS and Voice services can be easily scaled up or down based on demand, allowing businesses to adjust their authentication capabilities without significant additional costs or logistical challenges. Plivo offers flexible pricing models, enabling organizations of all sizes to adopt these methods economically. Plus, Plivo Verify comes with:

• Zero authentication fees
• Fraud Shield for free
• No regulatory overhead
• No need to purchase numbers
• Reduced technical support costs
• No monthly phone number rental fee

Supporting advanced authentication methods can increase technical support needs due to issues like setup, device compatibility, or app installations. SMS and voice-based methods, however, are simple and intuitive, requiring little to no user guidance and reducing the burden on IT support.

6. Meet compliance standards  

In some industries, such as finance and healthcare, and in certain regions, SMS and voice OTPs are recognized and accepted methods for multi-factor authentication. These methods help enterprises meet regulatory requirements without the need to adopt newer technologies that may not yet be standardized.

Plivo is HIPAA, GDPR, and PCI DSS compliant, with SOC 2 and ISO 27001:2022 certification.

Get started with Plivo

While modern authentication methods like FastPass and WebAuthn offer enhanced security, SMS and voice OTPs remain relevant and valuable for all businesses. Their universal accessibility, ease of use, cost-effectiveness, and role as a reliable backup make them indispensable in various enterprise contexts.

Okta users can integrate Plivo in five minutes or less. Our off-the-shelf API is designed to “go live in one sprint.” With a 95% OTP conversion rate and the lowest costs per conversion, Plivo’s Verify API is well suited for businesses of all sizes. Learn more to ensure secure, inclusive, and resilient access for all users, regardless of their technological capabilities.

In pursuit of better customer engagement, leading brands often undertake strategies that break new ground. 

Take, for example, Nike's 2018 "Dream Crazy" campaign featuring Colin Kaepernick, which sparked global conversations about social justice and also increased stock prices and media attention. Likewise, Airbnb has fostered community engagement by encouraging hosts and guests to share their experiences, fostering trust and loyalty. 

Collectively, these brands demonstrate the power of authentic engagement and community building to drive business success. The same applies to you, whether you're running an e-commerce store or a brick-and-mortar shop.

While there's no magic bullet for retail customer engagement, following expert-recommended approaches can be impactful.

 To help you kickstart this process, this blog post lets you in on some unique retail customer engagement strategies and tools to help your ecommerce brand stand out, impress and drive traffic to your storefront.

What is retail customer engagement?

Retail customer engagement is the process of building relationships with customers across various touchpoints in their shopping journey. 

All efforts you make to connect with your customers and enhance their experience are a part of increasing retail customer engagement. This includes interactions before, during, and after a purchase through both online and offline channels.

Technology plays a crucial role in increasing retail customer engagement. With the right automation tools, you can engage customers across various channels and personalize interactions at scale. 

For instance, Sephora’s mobile app integrates augmented reality (AR) features that allow customers to try on makeup products virtually. This technology enhances the shopping experience and increases engagement, leading to higher conversion rates. The app has over 25 million downloads and contributes significantly to in-store sales.

As an AI-powered, all-in-one customer engagement platform, Plivo CX seamlessly integrates with your Shopify store and helps you segment customers, generate and send personalized messages to your customers in their preferred channel at the right time. 

To understand how to increase retail customer engagement for your brand, let us understand its importance and what strategies to implement in your business.

Why is retail customer engagement so important for your business?

1. Increased customer loyalty

Engaged customers are more likely to remain loyal to your brand. Delivering personalized engagement service boosts repeat business by a remarkable 82%, even when they have other options. This loyalty leads to a stable customer base and better retention.

2. Higher sales and revenue

A Gallup study found that fully engaged customers represent a 23% premium in terms of share of wallet, profitability, revenue, and relationship growth compared with the average customer. So, engaged customers tend to spend more which boosts your bottom line. They are also willing to try new products or services from your brand. 

3. Enhanced customer satisfaction

Engagement efforts often improve customer satisfaction as they feel valued and heard. Satisfied customers are more likely to have positive experiences with your brand, leading to fewer complaints and higher retention rates. 

4. Better customer insights

Engaged customers such as community members provide more feedback and data, allowing you to gain deeper insights into their preferences, behaviors, and needs. This information is invaluable for improving your products, services, and overall customer experience.

5. Stronger brand advocacy

Highly engaged customers are more likely to become brand advocates. They recommend your products or services to others. 92% of consumers trust recommendations from friends and family over all forms of advertising which improves your brand advocacy. 

How to engage customers in retail

Keeping customers engaged requires creativity. There are several effective yet out-of-the-box tactics to connect and build loyalty. From sustainable practices and personalized marketing to seamless experiences across channels, these approaches make a difference. 

Remember, using data to understand your customers and merging online and offline interactions creates meaningful connections that drive sales and foster loyalty. 

Additionally, prioritizing customer feedback further strengthens relationships and shows you truly care.

9 Proven strategies to engage customers in retail

1. Run sustainability initiatives

Sustainability initiatives can lead to better engagement and bigger profits. A study by IBM shows that, on average, 79% of all consumers today state that brands should provide guaranteed authenticity, like certifications, when they're purchasing goods. 

Notably, customers are willing to pay 35% more for sustainable brands.

You can start your sustainability initiatives by using eco-friendly packaging, implementing recycling programs, and reducing waste throughout the supply chain. Then, showcase your initiatives on your website and social media. 

Here’s how you can do that:

• Run interactive sustainability-focused campaigns such as recycling programs, sustainable product challenges, or social media contests to increase retail customer engagement.
• Create dedicated sections on your website and social media profiles highlighting your sustainability efforts. 
• Obtain certifications from recognized environmental organizations and display these badges prominently on your products and marketing materials.

See how Wholesome Culture showcases their sustainability efforts on their website:

2. Personalize marketing experience 

66% of customers want brands to tailor messaging to their needs, and 65% want targeted promotions. Customers are willing to engage with brands that offer personalized experiences. These experiences include:

• Personally addressing them in communications
• Engaging with them when they buy something for the first time 
• Follow up with them post-purchase
• Send triggers based on their behaviors 

Completing all these steps manually will take ages and is also prone to errors. To avoid this, Plivo CX helps you comprehensively automate all the above tasks and deliver personalized experiences. Furthermore, you can sync contacts from the ecommerce store. Then, go ahead and build unlimited customer segments using the Audiences feature.  

Once your segments are ready, you can capture events from your storefront to trigger Journeys. These triggers are based on customer behavior, which means you can send the right messages to the right customer at the right time. 

For example, you can send abandoned cart emails to people who skip checkout or welcome messages to first-time buyers.

3. Map customer journey 

The customer journey is a series of interactions in which a customer makes your brand from the point they became aware of your product to purchase. Your customers go through various touchpoints such as social media, paid ads, product reviews, referrals, etc., while purchasing. 

By mapping this journey, you visualize these touchpoints and increase retail customer engagement across their journey. You can also create more targeted and effective ecommerce marketing campaigns, tailored to specific stages of the customer’s path.

Here’s how you can map customer journey:

• Conduct surveys: Share forms or conduct interviews with your customers to understand their journey and pain points. 
• Use tools: You can use customer journey mapping tools such as ClickUp and Microsoft Visio. These tools also come with templates that map out your customers’ journey.

4. Create an omnichannel customer experience

Over ⅓ of Americans have made omnichannel features part of their regular shopping routines since COVID-19. Customers go through 3-4 channels while making a purchase. That’s why you must unify various channels to increase retail customer engagement throughout their journey. 

The results of implementing an omnichannel customer experience are self-explanatory. For example, Sephora relies on in-app purchases, push notifications, and in-person consultations to drive customers toward a purchase.

These efforts are driving value for them as the customers visiting their retail website are 3 times more likely to make a purchase, and they also spend 13% more. 

Plivo CX Campaigns offers a comparable solution for creating personalized, omnichannel customer experiences across every stage of the customer journey. In four easy steps, you can launch, manage, or monitor your marketing campaigns to engage customers.

1. Select your audience from customized segments 
2. Choose your preferred channel—SMS, email, or WhatsApp
3. Create your messages with the help of templates and an AI copywriter 
4. Finally, schedule these campaigns and monitor insights

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5. Let customers buy online and pickup in-store

Curbside pickup, which means placing an order online and picking it up in-store has seen substantial growth in recent years. These sales grew by 106.9% in 2021. 

Customers are looking to save up on shipping fees or want to enjoy the in-store experience. Either way, you must implement curbside pickup to increase retail customer engagement. 

Here’s how you can set up curbside pickup:

• Set up an online ordering system: Develop or upgrade your website and mobile app to include a user-friendly online ordering system. Ensure your customers can easily select items, choose curbside pickup, and specify pickup times
• Designate a pickup area: Allocate specific parking spots near the entrance for curbside pickup. You can also include instructions and a phone number or text code so customers can notify the store upon arrival
• Streamline order processing: Set up an internal notification system to alert staff when a curbside order is placed and when the customer arrives

6. Build in-store experiences

In-store experiences engage customers on a sensory level allowing them to see, touch, and try products before making a purchase. However, as online shopping continues to grow, physical stores need to add an extra touch to attract customers. 

IKEA is the best example when it comes to engaging customers with in-store experiences. Although IKEA has an online store, they offer a distinct experience to shoppers who can try beds, sit in kitchens and eat at the store. 

Such experiences build deeper connections between your brand and customers and increase retail customer engagement. Here’s how you can build better in-store experiences:

• DIY stations: Set up areas where customers can customize products, like engraving services or design-your-own stations.
• Sampling and demos: Provide opportunities for customers to try out products, whether it’s tasting food samples or testing the latest gadgets.
• Loyalty programs: Implement programs that reward customers for in-store visits, purchases, and participation in activities, encouraging repeat visits.
• Community spaces: Create comfortable areas for customers to relax, socialize, and enjoy free Wi-Fi, making the store a destination rather than just a shopping location. 

7. Integrate online and offline shopping with mobile engagement

Mobile engagement can bridge the gap between physical stores and digital channels. You can deliver time-sensitive messages on mobiles to increase retail customer engagement. 

Furthermore, it is also convenient for you and your customers as most of us are always using our smartphones. As per a Fortune study, Americans check their smartphones 144 times a day. Mobile engagement allows you to create real-time interaction with customers, driving higher engagement. 

This is why Plivo CX comes with automation capabilities for SMS marketing campaigns. It is powered by Plivo’s low-latency, premium career network with a coverage across 200+ countries. So, you can securely and reliably send two-factor authentication messages, alerts, notifications and reminders. 

With trigger-based messages, Plivo CX lets you create dynamic SMS workflows that adapt to customer behaviors and send messages to customers at the right time. 

The best part? You don’t have to write these messages on your own. The tool has an AI-powered copywriter and template to compose personalized messages.

Thus, with Plivo CX’s SMS automation, you can engage customers via mobile and drive them toward your online and offline store.

8. Build loyalty programs

In January 2023, Google observed a 50% increase in the search intent regarding loyalty programs. Customers actively searched for terms like “reward programs” and “loyalty points.” 

Loyalty programs foster a deeper connection between your brand and customers. Since customers become community members through these programs, you have an opportunity to engage them and increase the chances of repeat purchases.

Here’s how can you build effective loyalty programs:

• Point-based programs: Provide points for each purchase, which can be redeemed for discounts, freebies, or exclusive products
• Tiered programs: Share different levels of rewards based on customer spending or engagement, motivating customers to reach higher tiers for better benefits
• Exclusive access: Offer members early access to new products, special events, or sales
• Personalized rewards: Tailor rewards to individual preferences and shopping habits to enhance the program's appeal
• Referral incentives: Encourage customers to refer friends and family in exchange for rewards

Here’s an example of a loyalty program by Blume.

9. Collect and act on customer feedback 

When it comes to feedback, listening is not enough. You must implement feedback into your product and workflow to ensure maximum customer satisfaction. By actively implementing feedback, you prove your commitment to your customers and promote loyalty and trust. 

When customers see their suggestions taken seriously, they feel valued and are more likely to become brand advocates. Here’s how you can collect customer feedback:

• Post-purchase email surveys
• On-site feedback forms
• Social media polls
• Phone surveys
• In-person interviews
• Review platforms (e.g. Yelp, Google Reviews)
• Mobile app feedback
• Comment cards

4 Metrics you must measure to increase retail customer engagement

1. Customer Satisfaction Score (CSAT)

CSAT reflects how happy your customers are with your products or services. To measure it, ask customers to rate their satisfaction on a scale of 1-5 or 1-10. 

You can add these surveys at key touchpoints, such as after a purchase or customer service interaction. 

A high CSAT score indicates that you're meeting or exceeding customer expectations, while a low score signals areas for improvement. 

CSAT = (Number of satisfied customers/ Total number of survey responses)/100

2. Social media analytics 

Monitor metrics such as likes, shares, comments, and mentions across your social platforms. You can also opt for sentiment analysis to gauge the overall tone of customer interactions. 

Track your follower growth rate and engagement rate (interactions divided by followers) to measure how well your content resonates with your audience.

Engagement rate= (Total engagement/ Total followers) * 100

Follower growth rate = {(New followers - Lost followers)/ Total followers at the start of the period}/100

3. Repeat orders

Repeat orders are one of the strongest indicators of customer engagement and satisfaction. To measure this, calculate the percentage of customers who make more than one purchase within a specific timeframe. 

Repeat Order Rate = (Number of customers who made more than one purchase / Total number of customers) x 100

A high repeat order rate suggests that customers find value in your products and have a positive experience with your brand. 

4. Customer Lifetime Value (CLV)

CLV estimates the total revenue a customer will generate for your business over their entire relationship with your brand. A high CLV indicates strong customer engagement and loyalty. 

To calculate CLV, multiply the average purchase value by the average purchase frequency, then multiply that by the average customer lifespan. 

CLV = Average Purchase Value x Average Purchase Frequency x Average Customer Lifespan

Increase retail customer engagement with Plivo CX

To help deliver maximum value, retail customer engagement strategies can benefit from a marketing automation tool. 

As a customer engagement platform, Plivo CX syncs contacts from your Shopify store to deliver personalized messages to your target audience. With a premium carrier network, it delivers your messages globally. It also provides automation across various channels like SMS, MMS, Whatsapp and email.

Plivo CX not only automates your engagement process. It comes with audience segmentation that you can couple with Journeys to send trigger-based messages relevant to your customers.

On top of this, you get access to Copywriter AI that crafts laser-focused messages that resonate with your target audience. Plivo CX also measures analytics from your engagement campaigns to track ROI and help you make better decisions. 

Book a demo to learn more!

Two centuries ago, customer service meant long walks to factories or handwritten letters. The First Industrial Revolution transformed production but left customer support cumbersome. Then, Alexander Graham Bell's telephone invention in the late 19th century marked the first major shift.

Fifty years later, call centers, and toll-free numbers revolutionised customer service, introducing mass production efficiency. However, even with the 1980s Interactive Voice Responses (IVRs), the burden on human agents remained, leading to widespread outsourcing.

The dawn of the 2000s brought a new era of customer service. Remote support tools enabled tech support to resolve issues quickly and efficiently, fostering direct interactions and prompt solutions.

However, just when we thought customer service had peaked, along came AI and Chatbots. To meet these demands of today’s customers, many companies are now integrating AI across all customer service channels. 

It's no surprise that 61% of customer service professionals predicted that by 2024, most representatives will be using AI and automation in their roles. 

In this blog post, we explore the top customer support automation examples and use cases, showcasing how these tools are reshaping the future of customer service.

The growing importance of customer service automation

Modern customer service teams have to face significant challenges every day. Take, for example, ticket backlogs, which can pile up overnight, leaving teams with a daunting task each morning. The increasing number of support tickets stretches wait times, leading to customer frustration. 

Customers eagerly awaiting updates often find themselves left in the dark, turning satisfaction into dissatisfaction.  75% of online customers expect help within five minutes, underscoring the need for rapid response times​. 

Additionally, without the right tools, businesses struggle to proactively address customer needs, often reacting to issues as they arise. Therefore, Customer service automation is necessary for modern businesses, enhancing efficiency and effectiveness in meeting customer needs. 

Strategically employed customer service automation can transform support interactions by employing advanced technologies like AI chatbots, automated ticketing, and intelligent routing. 

Types of customer service automation

6 real-world B2B customer service automation use cases with examples

👉Use case #1: Responding to common customer questions

Sephora's AI-driven virtual assistant enhances the retail experience by seamlessly integrating physical and digital touchpoints. This led to the attraction of over 9,000 users within a year (6,000 in Singapore and 3,000 in Malaysia), facilitated over 332,000 conversation sessions, and contributed to an average incremental monthly revenue of $30,000.

How does the automation work?  

• Allows customers to reserve products and pick them up in-store
• Checking product availability.
• Answering questions about store timings and return policies
• Scheduling in-store makeover appointments
• Directing customers to relevant FAQs or knowledge-base articles
• Generating service tickets by collecting customer information and issuing details
  

💡Tip:  AI-driven self-service chatbots can manage customer queries around the clock, ensuring that common questions are addressed even when your support team is offline.

For more useful handling of frequently asked questions, consider using AI solutions that can be trained via custom data sets. Make sure it integrates easily with your existing knowledge base, allowing for better training and more accurate responses. Also, check if the tool can facilitate quick handover to human agents for complex queries. 

👉Use case #2: Streamlining call transfers and escalations

T-Mobile uses AI to streamline call transfers and ticket escalations, ensuring that all its 12,000 call center agents are equipped with comprehensive customer information to provide effective and timely assistance.

How does automation work?

• Gathers issue details and billing history
• Routes calls to the right department
• Pre-fills agent interfaces with relevant information
• Facilitates smooth escalation and call hand-offs for  higher-level support
• Reduces repetition by customers
  

💡Tip: Practical features like a Unified Agent Desktop can streamline operations by providing a clutter-free interface where agents can easily switch between calls, messages, and multiple channels like email, voice, live chat, text/SMS, and WhatsApp.

Real-time access to comprehensive customer information helps ensure more personalized interactions, while automated ticketing systems classify and route complex queries to the right point of contact.

👉Use case #3: Improving self-service accessibility

IKEA’s self-service portal revolutionizes customer support by giving users a powerful platform to handle their needs independently. When this was done, IKEA secured significant growth for eCommerce, increasing its revenue share from 7% to 31% over three years. This approach not only boosts customer satisfaction but also reduces the strain on support teams.

How does the automation work?

• Access a comprehensive library of articles, tutorials, and FAQs
• View and update account information, track orders, and download invoices
• Submit and route support tickets automatically
• Utilize features like virtual kitchen design and real-time product availability checks
  

💡Tip: An information-driven knowledge base promotes self-help and integrates quickly with AI chatbots, nudging customers to detailed solutions when they encounter specific issues.

👉Use case #4: Hyper-personalization with customer insights 

Starbucks leverages advanced data analytics and AI to enhance personalization and optimize various aspects of its customer service and operations. The use of these technologies allows them to offer highly personalized experiences and make data-driven decisions to improve customer satisfaction and operational efficiency.

How does the automation work?

• Collects extensive data on customer spending, preferences, and visit patterns
• Uses historical order data to suggest food and beverage choices tailored to individual preferences and times of day
• Pushes custom recommendations based on user behavior and frequency of visits
• Analyzes preferences to drive innovation in product offerings, such as new drink options or seasonal specials
• Utilizes data and AI for revenue projections and identifying new opportunities based on factors like traffic and competitor presence
  

💡Tip: The ability to monitor the entire customer lifecycle, from initial engagement through ongoing support, all in one place and a comprehensive view of the metrics of customer interactions can enable data-driven decisions and tailored experiences.

👉Use case #5: Predictive analytics for proactive service

Amazon excels at using predictive analytics to manage customer expectations and enhance service quality. They anticipate potential issues and communicate proactively. Also, the company ensures a smooth customer experience and minimizes inquiries related to order statuses.

How does the automation work?

• Analyzes order data and shipping patterns to predict potential delays
• Sends proactive notifications via email or app about the status of orders and possible delays
• Offers compensatory benefits, such as extended prime memberships, to mitigate the impact of delays
• Reduces customer inquiries by providing timely and relevant updates on order status
  

💡Plivo Tip: Use predictive analytics to reliably anticipate customer needs and address potential issues before they arise, taking a proactive stance. For example, automation tools can help schedule and send timely updates based on customer actions or milestones.

👉Use Case #6: Identifying Identifying opportunities for agent performance optimization

The British Columbia Lottery Corporation (BCLC), generating $2.9 billion (CAD) annually and employing 1,200 people, has been a Top 50 employer in BC for over 16 years due to its focus on customer experience (CX) and innovative technology. Previously, their customer support division dedicated nine employees to auditing support interactions, but this manual effort rarely yielded actionable feedback. 

Despite this, BCLC's focus on agent coaching has led to a 220% increase in NPS, a 7-point rise in CSAT, a 56% decrease in difficult calls, a 16% increase in advocacy, and a 21% improvement in expectation setting.

How does the automation work?

• Shows how each agent performs in key areas for every conversation
• Highlights agents needing more coaching based on performance metrics
• Indicates which processes and products may need enhancements
• Provides detailed insights into individual agents’ performances
  

💡Tip: Using customer service analytics to monitor KPIs and SLAs can help identify top performers who need more training and enhance your team's efficiency.

Addressing critical challenges and considerations

Tackling the complexity of integration 

Integrating automation systems with existing customer service infrastructure can be a significant challenge due to the complexity and variety of platforms and technologies. Successful integration requires careful planning, technical expertise, and a strategic approach. 

• Mapping out the entire customer journey is crucial
• Determining the types of customer data collection
• Understanding how customer information will flow through different systems
• Overcoming technical hurdles, such as compatibility issues
• Ensuring new tools work harmoniously with existing systems
• Regular updates and monitoring are critical to maintaining an effective system as technology and customer needs evolve
  

The human touch vs. automation debate

The debate between human touch and automation often highlights organizations' challenges when introducing new technologies. Employees may resist automated processes, leading to the need for effective training and change management strategies to ensure a smooth transition. 

Several factors drive the resistance to automation:

• Employees may worry about their job security and the possibility of being replaced by machines
• Without a clear grasp of how new technologies work, employees may be hesitant to embrace them
• There's often a concern that automation undermines their organizational role and value
  

Addressing these issues requires a thoughtful approach and extensive training to integrate technology while maintaining the sanctity of the human element in the workplace.

The role of data security and trust

Ensuring data accuracy and reliability is paramount for effective automation. Inaccurate or inconsistent data can lead to erroneous outcomes, undermining automation efforts. So, data privacy and security concerns have become increasingly significant. 

With the growing volume of data collected and stored through automation, organizations must take robust measures to safeguard data and respect individual privacy. Here are some approaches:

• Maintain high-quality data inputs to avoid errors
• Address data inconsistencies for smooth automation processes
• Protect data privacy—this is critical 
• Implement stringent security protocols to safeguard stored data
• Ensure the confidentiality of personal information to build trust with customers
  

Maximize the potential of customer service automation

The evidence is clear: customer service automation significantly enhances the customer experience. While the advantages of automation—such as 24/7 availability and improved efficiency—are undeniable, the most effective support systems blend automation with human interaction. 

Plivo CX exemplifies this synergy with its sophisticated tools designed to elevate customer support while adapting to evolving expectations with features like: 

• Drag-and-Drop Workflow Builder: Without needing to code, quickly design and implement automated customer journeys, streamlining interactions across all communication platforms
• OpenAI-Powered Self-Service Chatbots: Provide around-the-clock support for complex queries, ensuring customers receive timely and accurate responses
• Unified Agent Desktop: Deliver seamless service across multiple channels, including email, voice, SMS, WhatsApp, and live chat
• Metrics and Reporting: Gain insights from real-time feedback and interactions to tailor your approach and enhance service quality
• Agent Coaching Tools: Leverage call recording, barge, and whisper functionalities to refine agent skills and improve performance
  

Ready to see automation in action for your business? Book a demo now!

At Plivo CX Suite, security is fundamental to our operations. We are pleased to announce that we have successfully upgraded our Payment Card Industry Data Security Standard (PCI DSS) certification to version 4.0.

Plivo CX Achieves PCI DSS 4.0 Certification

Plivo CX Suite has achieved PCI DSS 4.0 certification, demonstrating our ongoing dedication to maintaining the highest standards of data security. This certification ensures that our processes and systems are aligned with the latest security requirements.

Overview of PCI DSS Standards

The PCI DSS is an industry-standard framework that outlines the requirements for organizations that handle payment card data. Compliance with this standard ensures that payment information is processed, stored, and transmitted securely. Key areas of focus include:

• Network security: Implementation of firewalls and antivirus software to prevent unauthorized access.
• Data Protection: We safeguard your information by encrypting data during transmission using TLS 1.2+ and securing it at rest with AES-256 encryption.
• Access controls: Enforcement of strict password policies and multifactor authentication to restrict access to sensitive data.
• Defined responsibilities: Clearly assigned roles to ensure security protocols are followed at every level of the organization.

These measures are regulated by the PCI Security Standards Council, which includes major credit card companies such as Visa, Mastercard, American Express, and Discover. Our certification confirms that Plivo CX Suite adheres to these rigorous standards.

Impact of PCI DSS Certification for Plivo CX Suite Customers

Holding a PCI DSS Level 1 certification, the highest level, means that Plivo CX Suite passed regular compliance audits and security assessments. A third-party, cloud-based payment platform handles Plivo’s transactions to reduce our exposure to direct payment data; nevertheless, our PCI DSS compliance remains essential. This certification aims to reassure our clients that Plivo CX platform is designed with your security in mind, providing the necessary infrastructure to protect your data.

PCI DSS Compliance: A Shared Responsibility

While Plivo CX Suite takes comprehensive steps to secure your data, it is important to recognize that PCI DSS compliance is a shared responsibility. We encourage our customers to:

• Protect authentication credentials: Secure login details and API keys to prevent unauthorized access.
• Use the Plivo CX Suite console safely: Adhere to best practices for secure console usage.
• Ensure application compliance: Ensure your applications interact with Plivo CX Suite following PCI DSS standards.

Together, we can maintain a secure environment for your data.

Beyond Certification: Plivo CX Suite's Commitment

Our recent PCI DSS 4.0 certification is part of our broader commitment to providing secure and reliable services. We continuously enhance our security measures, from internal controls to regular threat assessments, to protect your data and maintain your trust.

For organizations seeking a secure communications platform, Plivo CX Suite is equipped to meet your needs. Contact our sales team to learn more about how we can support your security requirements.

At Plivo CX Suite, safeguarding your data is our highest priority. We appreciate your trust and will continue to enhance our platform to provide you with the most secure service possible.

Consumer demand for always-on, instant, self-service options has changed the contact center landscape. Meeting the ever-rising expectation for connected service experiences puts pressure on contact centers to deliver an outstanding customer experience (CX). 

Giving your team the right tools to do their jobs more efficiently can help drive higher customer satisfaction and create a less stressful working environment. IVR payment services are one of those key tools. 

IVR (Interactive Voice Response) payment services are automated systems that allow customers to make payments using their phones.  This technology is no longer confined to the banking industry. Utility companies, telecom providers, contact center customer service, healthcare providers, and retailers use IVR payments. 

In this blog post, we’ll dive into IVR payments: how IVR payments work, if they’re secure for your business, and how to choose the right IVR payment provider for your business. We’ll also highlight the top five benefits of IVR payments to demonstrate that this tool can elevate the customer experience in virtually every industry. 

What is an IVR payment?

An IVR payment is a type of payment system that enables customers to make payments by phone without the assistance of an operator. Rather than speaking to an actual person, the customer goes through a recorded menu to safely key in their account number, PIN, credit card number, debit card number, or bank details on the spot.

IVR payments aim to provide a safe, effective, and easily accessible payment solution. It also integrates with payment solutions for firms that complete a high volume of transactions to avoid overworking their customer service and support teams.

IVR systems also enable organizations to collect ACH (Automated Clearing House) payments automatically.

This is particularly helpful when used for regular, routine payments, like membership fees, bills, or subscription services; this saves time and energy, minimizes the danger of delayed check/ - payments, and improves cash flow for the company.

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How do IVR payments work?

When customers reach an IVR payment system, they will hear a series of voice prompts asking for their payment details — such as their account number, payment details, and the invoice amount. The IVR system then processes the payment through ACH. This tender allows direct debit from the customer’s bank account to the business’s account.

Cloud-based IVR payments are designed to integrate seamlessly with a company’s existing phone systems, using existing lines and infrastructure. This means customers can access the payment service by calling the same number they use for other customer service needs. 

Plus, you can integrate an IVR system with your payment processors. So, when a customer enters their payment information, the IVR system securely transmits this data to the processor for authorization. This integration ensures that payments are processed faster and funds are conveniently transferred to the company’s merchant account.

This streamlined setup allows businesses to automate payment collection, reduce manual handling, and improve efficiency while offering customers a convenient and secure way to pay over the phone.

For a better understanding, here’s a step-by-step breakdown of how IVR payments work:

• Step 1: Customer initiates the call: The process begins when a customer calls a business's dedicated IVR payment line.
• Step 2: System greeting: The IVR system greets the caller with a recorded message, offering them options to proceed with making a payment.
• Step 3: Selection of payment option: The customer is prompted to select the payment method option, usually by pressing a number on their phone’s keypad.
• Step 4: Input of payment details: The system guides the customer to enter their payment details, such as a credit card number, expiration date, and security code, or bank account information for ACH payments, using the keypad.
• Step 5: Verification: Once the details are entered, the IVR system verifies the information, ensuring that everything is accurate and complete.
• Step 6: Confirmation: After verification, the system confirms the payment amount and asks the customer to approve the transaction.
• Step 7: Processing the payment: The IVR system securely accepts payments and transmits the data to the payment processor for authorization.‍
• Step 8: Receipt and completion: Once the payment is successfully processed, the system provides a confirmation message and may offer to send a receipt via email or text. The call is then concluded.

Four benefits of IVR payments

IVR payments have plenty of benefits, but here are four important ones for businesses considering using IVR payments.

1. It can lead to fewer late payments

One of the main advantages of using an IVR payment service is that it can significantly reduce late or bounced payments. It gives customers the flexibility to make payments on their own, anytime, anywhere — reducing the chances of missing a payment deadline. 

It becomes almost impossible for users to skip or miss payments unintentionally with ACH payments. Automatic payments made using ACH are easier and less time-consuming than writing or mailing checks. Plus, it’s usually quick and free, depending on where you bank and the type of payment transfer involved. 

2. It can increase customer satisfaction

Customers no longer need to track and remember payment deadlines or make manual transactions. IVR technology guarantees customers that their payments will be made on time. It also helps route callers to the agent most qualified to solve customer problems and reduce hold times, resulting in happier customers. 

For instance, with Plivo, you can set your call forwarding with preferred routing rules to best fit your customer needs. Forward calls to agents in different time zones to ensure round-the-clock availability, or automatically move the call to another representative if an agent doesn’t pick up after 15 seconds.  

3. It improves payment security

Often, IVR payment systems incorporate voice recognition technology—different from speech recognition—to verify an individual’s identity, adding an additional layer of security. Your customers only need to go through a pre-defined verification process and authorization before making payments via IVR. Since it’s automated, there’s a smaller margin for error than agents manually handling transactions. 

Plus, IVR systems have built-in security features like encryption and are PCI compliant, further ensuring that customer data is well protected. 

4. It can reduce operational costs

IVR payment systems are great cost-saving measures. This technology frees up your team’s time so they can focus on high value-add tasks. And, they allow your business to hire skilled employees who can handle more than just manual call routing requests. The savings can be huge given that IVR payment systems come with built-in functionality for contact centers and communications. 

Four tips for choosing the best IVR payment provider for your needs

When picking the right IVR payment provider, keep these questions in mind.

1. Is the IVR payment tool secure and compliant? 

An IVR payment system should be inherently secure and compliant with PCI DSS, especially if your business operates in a highly regulated industry like healthcare, insurance, or law. Think about factors like, whether communications are encrypted, and to what degree. Does the system meet the specific compliance requirements for your industry?

Plivo, for example, comes with advanced security features and can help you stay PCI DSS, HIPAA/HITECH, SOC 2, and GDPR compliant. We use an industry-leading platform for our payment transaction security. All credit card information is encrypted using AES-256, so we don’t store any of your customers’ sensitive information. 

We also uphold high standards with our service-level agreements to all customers, where we respond to priority one business-critical incidents around the clock, 365 days a year. We also monitor our infrastructure through two network operations centers (NOC) and security operations centers (SOC) and use third-party notification and alert systems to identify and manage threats.

This ensures you and your customers are secure. At Plivo, we believe that businesses of all sizes should get premium customer support when needed, especially given the sensitive nature of online payments. 

2. Can the IVR tool integrate and scale as your business grows?

When you sign on with an IVR payment system, you want it to easily integrate with your existing phone systems, payment systems, and CRM software. Also, consider whether the provider’s system can scale with your business. As your transaction volume grows, the IVR system should be able to handle increased demand without compromising performance.

3. Can the IVR customer experience be tailored to your needs?

Choose a provider that allows you to tailor the IVR system to fit your business needs. Whether it’s customizing call flows, payment options, or language support, the system should be adaptable to your specific requirements. 

Plivo supports responses by voice or by DTMF keypresses on customers’ phone keypads. You can set up your IVR menu for additional languages so your services are available to more customers, especially in multilingual countries. 

Another thing you should also consider is the overall user experience that the provider’s IVR system delivers. The system should be intuitive, user-friendly, and designed to make the payment process as simple and efficient as possible for both your team and customers. For example, Plivo provides easy-to-use APIs and XML that make it straightforward to create custom IVR flows, designed for your specific needs. 

4. Is the IVR system reliable with good customer support?

Check the provider’s track record for reliability and uptime. A good provider should offer a robust infrastructure with minimal downtime, ensuring that your IVR payment processing is always available for customers. 

While you’re at it, make sure you also evaluate the level of customer support offered by the provider. Look for providers that offer 24/7 support and have a reputation for responsive and knowledgeable service, which is essential if any issues arise.

Plivo: Best IVR payment service provider

Plivo’s Voice API gives you full control over your IVR system, helping you deliver exceptional customer experiences while lowering operational costs. Plivo supports over 220 countries and territories, has seven global points of presence, and has 99.99% uptime SLAs available. Plivo offers competitive advantages such as:

• Ease of use: Plivo’s APIs and XML simplify the process of creating and managing custom IVR flows. Design complex, multi-step customer interactions without needing extensive technical expertise.
• Flexibility: Plivo supports both voice inputs and DTMF (keypad) responses, allowing customers to interact with your IVR system in the way that’s most convenient for them, enhancing user experience.
• Outbound IVR: Plivo enables the creation of custom IVR menus for outbound calls, which are perfect for applications like customer surveys, reminders, or voting.
• Scalability: Plivo’s platform is built to handle large volumes of calls efficiently. With its global reach and high availability, your IVR system can scale as your business grows without compromising performance.
• Security: Plivo offers secure cloud communication services, ensuring that your IVR system complies with industry standards like PCI DSS, GDPR, and HIPPA. This guarantees that customer data is handled securely, building trust and maintaining compliance.

Developers can easily integrate automatic speech recognition (ASR) to ensure your system responds to customers whenever and however they choose to connect. 

Setting up an IVR phone tree with Plivo is straightforward. Configure a Plivo number to interact with your web app, which will then deliver a menu and route calls based on customer input. For detailed instructions, refer to Plivo’s product documentation.

Ready to get started with IVR payments for your business? Request a trial with Plivo.

Cybersecurity is a prevalent and growing threat to businesses. However, few business owners know how many confirmed breaches are due to human error—specifically, weak or compromised passwords. This simple, effective defense mechanism is often ignored and frequently exploited by hackers and cybercriminals.

In addition to practicing strong password hygiene, one of the most powerful steps you can take to improve enterprise security and resilience is implementing multifactor authentication (MFA). 

MFA significantly increases the obstacles for any potential attackers, making the company’s accounts less appealing as a target for cyber attackers.

In this blog post, we will share how multifactor authentication works, types of MFA solutions available, features to look for in an MFA provider, highlight three critical questions to ask your MFA providers, and finally, a list of the best MFA providers.

What is multi-factor authentication (MFA)?

Multi-factor authentication (MFA) is a security process that requires users to provide two or more verification factors to gain access to an online account or application. When you sign into an account, you “authenticate” your identity by providing a username or password. Multifactor authentication requires you to provide additional verification “factors” besides your username and password.

These factors come from one or more of three different categories:

1. Something you know: This is typically your password, but it could also be a PIN, security questions, or a passphrase.   

2. Something you have: This could be a physical token, a smartphone receiving a code via SMS or an authenticator app, a security key, or a trusted device.   

3. Something you are: This involves biometrics, such as fingerprint scanning, facial recognition, voice recognition, or iris scanning.

How does MFA work? 

MFA is like adding an extra lock on your front door to keep your home safe. It’s a security measure that requires users to provide more than just a password to access their accounts.

After a user enters their password, they might need to verify their identity with something they have (like a code sent to their phone) or something they are (like a fingerprint).

This added layer of security makes it much harder for someone to break in and access a user’s account, even if they’ve somehow gotten hold of their password. It’s a smart, straightforward way to keep your information and your community safe. 

The main types of MFA solutions 

Several types of multifactor authentication solutions are available, each adding an extra layer of security to your login process.

To understand how MFA works, let’s break some of the common ways to authenticate your identity into the three main categories we previously identified: 

Something you know

This knowledge-based authentication factor could be a password, a PIN number, or the answer to a security question. This authentication factor is semi-permanent, meaning it won’t change each time you log in and must be updated manually by the user to maintain its security. 

Something you have

This type of authentication factor relies on a third party to deliver a temporary code or PIN number. Common examples include: 

1. SMS-based authentication: This is one of the simplest MFA formats. The user, after entering a password, is sent a one-time code via a text message that needs to be input to complete the login process. It's convenient but less secure if an SMS is intercepted.

2. Email-based authentication: This method delivers to the user a particular code or a link through email. The user will have to input this code or open the link to get verified. It is easy to use but suffers from the same sort of vulnerabilities as the SMS-based methods.

3. Authenticator apps: Google Authenticator, Authy, and Microsoft Authenticator are some of the applications generating time-based codes; the user inputs such a code after his or her password. These codes have a lifespan of only 30 seconds each.

4. Hardware tokens: These physical devices generate authentication codes. USB tokens, key fobs, or another piece of hardware are very secure, but not practical to keep track of or carry around. 

5. Push notifications: The user receives a push notification on their mobile device, asking if they are trying to log in. They only need to approve the request. It's easy for any user to do so.

6. Smart cards: These are physical cards with an inserted chip put into a card reader, usually combined with a PIN. It's often used in corporate environments for secure access.

Something you are

This authentication factor is inherent or unique to the user, such as a fingerprint, facial recognition, or voice. Biometric authenticators are popular on mobile devices, since they are hard to copy or duplicate.

You can mix and match these solutions depending on how much security you need and how much convenience you'd like to allow your users. The goal is to ensure that even if someone has your password, they can’t get into your account without passing that second layer of defense.

How to find the best MFA solution for your business

If you’re looking to invest in a multifactor authentication solution for your business, there are a few key factors you should keep in mind. 

Easy set-up and fast time to market

First things first: The multifactor authentication solution itself should be straightforward and easy to use, with a clear, intuitive interface—for both the team managing it and your customers. Your customers should have no trouble completing the authentication process, whether they’re using an app, SMS, or another method.

On the backend, your team should be able to easily set up and manage the authentication flow from your security management platform or authentication provider.

For example, Plivo offers a well-documented API to help you set up MFA. Plivo’s API uses standard HTTP verbs and status codes, which makes it easy to integrate into your existing systems. Whether your development team prefers Python, Ruby, Node, PHP, Java, .NET, Go, or even cURL, the setup process is consistent and streamlined. 

Rich features for better engagement 

When it comes to integrating MFA into your applications and scaling delivery globally, having the right features in place can make all the difference.

Plivo supports real-time delivery report notifications so you can track how your messages are performing globally. This gives you valuable insight into your delivery rates and understanding the effectiveness of your messaging strategy.

We also provide pre-approved templates optimized for conversions. These ready-made message templates comply with industry regulations and are designed to maximize engagement and drive conversions.

These templates can save time and effort compared to creating messages from scratch. Instead, focus on what really matters—connecting with your audience.

Built-in security and data compliance features

When you’re looking for an multifactor authentication solution provider, consider the built-in regulatory and data compliance features it offers. Look for specific fraud protection tools that can protect your customers.

Plivo, for instance, provides Fraud Shield, a powerful solution designed to help reduce the risk of fraud like SMS pumping fraud and account token takeover.

Fraud Shield provides two key features: Geo Permissions and Fraud Thresholds. Geo Permissions let you control which countries your SMS traffic can reach, blocking and not charging for messages sent to unapproved countries.

Fraud Thresholds allow you to set a limit on the number of messages sent per hour to approved countries, helping prevent issues if the limit is exceeded.

Low operational costs 

Cost is often one of the biggest concerns for companies vetting MFA tools. While there’s a wide range of tools with multiple pricing plans, it all boils down to your specific requirements and how much you use a particular service.

With Plivo, you only pay for what you use. There’s no authentication fee— we only charge for SMS and voice services. Plus, you can save even more with customized pricing and committed spend contracts tailored to your needs.

You won’t have to worry about purchasing or renting phone numbers either. Plivo’s pre-registered phone numbers are available for use without any monthly rental fees, streamlining your setup and reducing costs.

Compliance can often bring extra costs, but not with Plivo. There are no additional fees for regulatory compliance, so you can eliminate the overhead typically associated with compliance registrations.

And when it comes to protecting your messaging with Fraud Shield, there’s no extra cost involved. Plivo includes Fraud Shield at no additional charge, helping to prevent SMS pumping fraud without impacting your budget.

3 key questions to ask multifactor authentication solution providers

Ask potential partners these three questions to figure out which provider is the best fit for your MFA needs.

What authentication methods do you support?

A good MFA provider should be able to support a wide variety of authentication methods—including SMS, email, call, and hardware tokens.

The more choices you have, the more flexibility you can ultimately offer your customers. For instance, while SMS-based authentication may be easy and quick for some users, others will want to feel more secure using a method like biometrics. This is a case where more is more: the more authentication methods you can offer, the more convenience and security you can offer your customers. 

How do you guarantee data safety and compliance?

With regulations like GDPR and HIPAA in play, you need to be confident that your provider is handling sensitive information properly. Ask about their encryption standards, their storage, and what kind of certifications they have.

For example, if the provider stores any authentication data, it must be  encrypted both in transit and at rest. Ask about how they would handle a possible breach of your data and what controls are in place to prevent such a breach from happening.

Does your platform integrate with our existing tech? 

Ultimately, an MFA’s efficacy is dependent on how well it integrates with your current infrastructure. You’ll want to know how easy it is to integrate MFA with your current tech stack—whether it’s your CRM, ERP, or any custom applications you use.

Ask about their support for popular platforms and whether they offer APIs or SDKs for custom integrations. For example, is there a native integration with Salesforce, or will you need to build a custom solution? Be sure to consider SSO and other identity management tools. A provider with strong integration capabilities will help you implement MFA efficiently, saving you time and resources in the long run.

At a glance: the 11 best MFA solutions for businesses

Here’s a quick comparison of the 11 most popular MFA solutions on the market today.

11 Best MFA solutions for businesses

1. Plivo

Reviews and ratings 

G2: 4.5 out of 5 stars 

Plivo is an easy-to-use, flexible option to implement communication APIs that will suit MFA. It is highly-rated for strong API documentation and great service, making Plivo a good option for developers looking for scalable solutions.

Key features 

• Pre-approved message templates for maximum conversions
• Support for global SMS and voice messaging
• Real-time alerting for delivery reports
• No need to purchase or rent any numbers; use pre-registered numbers
• No compliance fees or extra fees for Fraud Shield

Limitations 

• Does not support some specific advanced authentication methods, like biometric authentication.

Pricing 

• Offers pay-as-you-go model
• The committed-spend contracts for committed volumes help save some money

Who is it best for?

Plivo is ideal for developers and businesses that are looking for the easiest and most cost-effective way to integrate MFA into their applications, thereby avoiding hassle with compliance management and fraud prevention. 

2. Cisco Secure Access by Duo 

Reviews and ratings 

TrustRadius: 9.4 out of 10 stars

Cisco Duo is highly regarded for its comprehensive security features and ease of use, particularly for businesses of all sizes. It’s often recommended for organizations looking to build a zero-trust security framework.

Key features 

• Almost every authentication method is supported, including biometrics.
• Passwordless authentication with push notifications and OTP.
• Seamless service integration with platforms like Office 365 and Fortinet.
• FIDO2, SOC 2, and HIPAA standards are supported.

Limitations 

• Push notification delays may happen, according to several users.
• Certain issues with multi-device login support.

Pricing 

• Starts at $3 per user per month
• 30-day free trial available

Who is it best for?

Cisco Duo is ideal for organizations of all sizes, especially those looking for a reliable, scalable solution to secure user access and integrate seamlessly with existing infrastructure.

3. Okta Adaptive Multi-Factor Authentication

Reviews and ratings 

Gartner: 4.6 out of 5 stars

Okta’s MFA solution is a leader in the market, especially with its adaptive policies Okta allows better strength in security without frustrating users. It is highly favored by larger enterprises with a need for flexible and scalable identity management.

Key features 

• Context- and behavior-aware adaptive authentication
• Integrations with a vast number of apps and services, including AWS and Slack
• Support for biometric authentication and the ability of users to log in without a password
• The product complies with all major standards, including PCI DSS, HIPAA, and GDPR

Limitations 

• Costlier than some other MFA solutions available in the market
• Some users find the setup too complex 

Pricing 

• Starts at $2 per user per month for businesses
• 30-day free trial available

Who is it best for?

Okta is best for medium-sized enterprises and large corporations that are on the lookout for a fully functional identity management solution with top-notch security management and high integration capabilities.

4. Onelogin Workforce Identity 

Reviews and ratings

G2: 4.5 out of 5 stars 

OneLogin is one of the most popular MFA providers out there. It’s appreciated for its extensive app integrations and ease of use. In particular, users like OneLogin’s workforce identity and access management features deployed in the cloud or on-premises.

Key features 

• Huge app catalog with over 6,000 integrations
• Multiple-directory identity management synchronization
• Adaptive MFA and SSO for internal and external users
• User and application lifecycle management

Limitations 

• Users sometimes complain of integration and implementation difficulties
• Can be too complex for smaller businesses

Pricing 

• Pricing varies according to deployment and usage needs
• 30-day free trial available

Who is it best for?

OneLogin is a great fit for SMBs and enterprises looking for a comprehensive workforce identity solution that includes robust MFA, SSO, and extensive app integrations.

5. Microsoft Entra ID

Reviews and ratings 

G2: 4.5 out of 5 stars

Microsoft Entra ID is great for businesses that are already operating within the Microsoft 365 environment. The MFA provider is said to be relatively easy to set up and manage for enterprise businesses.

Key features 

• Different ways of authentication from Windows Hello to FIDO2 to SMS
• Thousands of SaaS applications and internal applications can be integrated
• Conditional access policies dependent on the user and device risk
• Easy to use by both the user and admin, especially in Microsoft environments

Limitations

• Best suits organizations that offer their services through Microsoft services
• Will ultimately require you to purchase licenses for advanced capabilities 

Pricing 

• Part of Microsoft 365 pricing; additional charges may apply for advanced features
• 30-day free trial available

Who is it best for?

Microsoft Entra ID is best for organizations heavily invested in the Microsoft ecosystem, offering seamless integration and strong security features that enhance the overall identity management experience.

6. IBM Verify

Reviews and ratings

G2: 4 out of 5 stars

IBM Verify provides advanced MFA and passwordless authentication, integrating with IBM's suite of security products. IBM Verify is a full identity access management solution that integrates AI in its user-friendly authentication processes. Users like that it’s intuitive and easy to log into multiple systems. 

Key features

• Adaptive authentication uses context-aware policies to evaluate access requests based on factors like device, location, and behavior. 
• Risk-based authentication automatically adjusts authentication requirements based on the perceived risk level of each access attempt.
• Supports modern passwordless authentication methods, including passkeys and QR code authentication.
• Seamlessly integrates with other IBM security products. 

Limitations

• Users say the system is complex and difficult to set up
• Expensive compared to other solutions on the market 
• Multiple security flaws were discovered in IBM Security Verify Access (ISVA) 

Pricing

• Pricing for IBM Verify is based on actual usage 
• On AWS, pricing is based on contract duration. For instance, Verify Workforce capabilities for 100 workforce users is listed at $15,899.29/year. 

Who is it for?

IBM Verify is ideal for businesses looking for a comprehensive cloud-based identity and access management solution from a trusted vendor. Although the platform has had some security bugs, it’s the best option for any businesses already using IBM’s suite of other products. 

7. Google Authenticator

Reviews and ratings

G2: 4.6 out of 5 stars

Google App Store: 3.7 out of 5 stars

Google Authenticator is an app that generates a unique code to use during the login process in addition to a username and password. Google Authenticator can generate a verification code even without a network or cellular connection. 

Key features

• Time-based, unique six-digit passcodes change every 30 seconds, providing a dynamic and secure authentication method. 
• Generate passcodes locally on a device without requiring an internet connection or mobile service. 
• Add and manage multiple accounts so you can centralize all MFA needs in one place. 

Limitations

• Google Authenticator only provides one type of factor – something you have. This may not be sufficient security for all users. 
• Users say the most recent update created sync issues, making it difficult to log in to their accounts. 

Pricing

• Google Authenticator is free. 

Who is it for?

Google Authenticator is a great option for businesses on a budget. It’s easy to use and intuitive for most users. However, it’s not a true MFA solution; it should be integrated with other authentication methods to secure user accounts.

8. Ping Identity MFA

Reviews and ratings

G2: 4.4 out of 5 stars

Users say that Ping Identity’s MFA solution offers robust security with a wide range of integrations and a strong focus on enterprise needs. Ping Identity works with biometrics, OTPs, and mobile authentication to secure your business’s systems. 

Key features

• Ping Identity supports a range of authentication options, including mobile push notifications, email OTP, SMS OTP, TOTP authenticator apps, QR codes, magic links, FIDO2-bound biometrics, and security keys
• Ping Identity MFA is part of a larger suite of IAM tools by Ping One that can deliver enhanced security across vectors. 
• Ping Identity MFA offers extensive policy configuration options. Administrators can create detailed MFA policies, specifying settings such as device selection methods, pairing key lifetimes, push notification limits, passcode failure limits, and lock durations. 

Limitations

• Users say the solution is complex to set up and use
• The interface is clunky and difficult to integrate with other tools. 

Pricing

• MFA is part of the PingOne subscription service, which starts at $20,000/year
• 30-day free trial available

Who is it for?

Ping Identity is best for large enterprises with complex identity management requirements. PingOne is best for businesses that need to find the right balance between security and user convenience, with support for various authentication methods including passkeys, biometrics, and push notifications.

9. LastPass MFA

Reviews and ratings

G2: 4.5 out of 5

LastPass MFA combines password management with robust MFA capabilities, offering adaptive authentication and a unified admin console. LastPass primarily caters to personal users, but also offers solutions for teams and enterprise businesses seeking to enhance their security protocols.

Key features

• Primarily known as a password management tool, LastPass offers MFA for LastPass password vault access. 
• The Advanced MFA add-on offers MFA for VPNs, workstations, on-premises apps, and identity providers.
• LastPass MFA supports a wide range of authentication options, including biometric authentication, push notifications, authenticator apps, and contextual factors like location and IP address.

Limitations

• LastPass is most popular as a password management tool for individuals, and therefore may not have as many business-focused integrations. 
• Reviewers on G2 cite login, autofill, and security issues that arise when using the app. 

Pricing

• 14-day free trial available. 
• LastPass Business starts at €6.50 per user / month, billed annually

Who is it for?

LastPass is best for sole proprietors, entrepreneurs, and small businesses seeking an affordable, easy-to-implement solution that enhances security without requiring extensive IT resources. 

10. RSA SecurID

Reviews and ratings

G2: 4.5 out of 5 stars

RSA SecurID has built a long-standing reputation for strong security and a wide range of authentication methods, including hardware tokens. Like other solutions on this list, RSA SecurID is part of a full suite of IAM tools, including automated identity intelligence, authentication, access, and governance. 

Key features

• Supports multiple authentication options, including hardware tokens, software tokens, mobile push notifications, and biometrics. 
• Also offers temporary OTPs that can be used as MFA factors.
• Robust protection for remote access to corporate networks, applications, and resources; good for distributed workforces.

Limitations

• Users say the solution is expensive. 
• In the past, RSA SecurID has had 2FA issues as well as authentication issues. 

Pricing

• Pricing not listed; contact sales team for details. 

Who is it for?

RSA SecurID is ideal for big enterprises with strict security requirements, particularly in regulated industries.

11. JumpCloud

Reviews and ratings

G2: 4.5 out of 5

JumpCloud is a cloud-based directory platform that provides centralized identity and access management for organizations. Two features in the platform, JumpCloud MFA and JumpCloud Protect™, secure user access to applications, devices, networks, and other resources.

Key features

• JumpCloud Protect is is the platform’s authenticator app that provides three authentication methods: OTPs, push notifications, and biometric verification. 
• JumpCloud MFA supports a variety of authentication methods beyond JumpCloud Protect, including third party authenticators and hardware security keys. 
• Both features are part of the larger JumpCloud IAM platform that centralizes management of users, devices, and access control. 

Limitations

• Reviewers say the platform is missing key features or lacking technical capacity.
• Some users think the platform has a poor user interface. 

Pricing

• Pricing starts at  $9/user/mo billed annually. 

Who is it for?

This cloud-based directory platform with integrated MFA simplifies IT management for small to medium-sized businesses.

Take your security to the next level with a modern MFA solution provider

Regardless of the size of your customer base, MFA is one of the most fundamental security tools you can incorporate into your infrastructure. 

The use cases for it are versatile: whether it's customer logins, storing sensitive data, or accessing your internal systems, MFA provides a strong, nimble layer of security. It's critical to preventing unauthorized access, reducing breach risk, and ensuring adherence to industry regulations. Besides, MFA demonstrates to customers that you take their security seriously.

Considering the digital environment and its associated emerging risks, including MFA is not merely a desirability but a prerequisite. And with providers like Plivo, setting up MFA is pretty easy and very affordable. All businesses, regardless of their size, can provide good security without sacrificing the user experience. Be it protection of global communications, user authentication, or compliance management, Plivo's versatile features prove very handy in securing your platform effectively.

Request a trial with Plivo.