Changing the Role of Outsourced Contact Centers: How Customer Direct Realized $130k in Annual Savings with Happitu

The BPO industry is experiencing a fundamental transformation. Traditional vendor relationships focused solely on labor arbitrage and basic KPIs are no longer enough and enforce a trope that customer support is solely a “cost center.”

A trusted partner to both national and global brands, Customer Direct is one BPO that believes its responsibility is more than just putting “butts in seats” but instead being a strategic partner. Founded in 1997, this St. Louis-based contact center brings decades of experience delivering high-quality support with cutting-edge technology.

Among the partners they support is a leading provider of healthcare apparel with early warning signs:

• Call-per-order ratio climbing to 15%
• Support volume was growing faster than sales
• Client’s profit margins under pressure

In the traditional BPO model, the immediate response would be tactical: push agents to handle calls faster, regardless of resolution quality. Instead, Customer Direct wanted to understand why this was occurring.

The Solution: Happitu's Conversation Intelligence Platform

Customer Direct chose Happitu for its dead-simple implementation of their existing CCaaS platform, Nice inContact (now NICE Mpower).

"Happitu worked with the inContact API and was able to get us set up pretty quickly, pulling the calls in, making sure we had everything set up correctly."

Within the first month, Customer Direct was able to instantly analyze its partners' customer interactions across multiple dimensions. The platform provided:

• AI Call Summaries to identify conversation themes
• Customer Intent Classification revealing underlying needs
• Detailed Sentiment Analysis & Reactions to infer the voice of the customer and the effectiveness of the team

What Happitu Revealed

The analysis uncovered the real drivers behind increased call volume, with unprecedented speed and precision. As Dale McManness from Customer Direct explains:

"Before we'd have to get look at that disposition, start listening to calls and that's very time consuming to get to the point in the call where they actually talk about what's driving the call itself…we can get to that data very quickly with AI call summaries and I can filter down to that disposition and I can look through the summaries very quickly and tell our partner, hey, here's what's driving volume."

The analysis uncovered:

• Process gaps that forced customers to call for simple issues.
• Technology barriers preventing self-service resolution
• Missing self-service options for the most common inquiries
• Friction points that created longer handle times and poor experiences

• 4% of calls: Customers trying to cancel orders that hadn't shipped yet
• 8% of calls: Return policy questions because information was buried deep in the website
• 18% of calls: Customers couldn't find tracking information in confirmation emails
• 10% of calls: Basic "where's my order" inquiries that automated updates could prevent

These weren't complex customer service issues – they were simple information gaps creating expensive phone calls.

Results: Dramatic Operational Transformation

Armed with data instead of assumptions, Customer Direct approached their partner with a comprehensive improvement plan:

• Enhanced Self-Service Portal: Recommended allowing customers to self-serve cancel requests directly in their online portal
• Smarter Communication: Add detailed process information to order confirmation emails, including tracking, returns, and cancellation policies.
• Streamlined IVR Experience: Recommended adding detailed process information to help customers self-serve rather than connect with agents (return policy, returns process online, cancel policy, etc.)
• Proactive Updates: Recommended updating order status and shipping confirmation emails to include comprehensive next-step information (tracking, returns, etc.)
• Knowledge Base Optimization: Recommended updates to FAQs and knowledge base to address discovered information gaps

Quantifiable Outcomes:

But the numbers only tell part of the story. Customer experience improved dramatically – customers could now self-serve common requests, get faster resolutions when they did call, and avoid the frustration of technology barriers.

The Strategic Advantage of Conversational Intelligence

This case demonstrates why conversation intelligence has become essential for modern BPO operations. Customer Direct's investment in Happitu enabled them to:

• Provide data-driven solutions instead of opinions
• Transform operational challenges into partnership opportunities
• Create measurable value that strengthens client relationships

The 41% reduction in call volume and $130,000 in annual savings represent just the quantifiable benefits. More importantly, Customer Direct transformed a potential client crisis into a demonstration of strategic partnership value.

The bottom line: In today's BPO landscape, success belongs to organizations that can spot problems early and solve them proactively. The old paradigm of reactive vendor relationships is giving way to data-driven strategic partnerships.

Companies that invest in conversation intelligence today position themselves as the strategic partners of tomorrow – the ones clients turn to for growth, not just cost management.

Ready to transform your client relationship? Book a 30-minute demo to see how Happitu can help you go from a vendor to a partner.