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Frequently Asked Questions

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Build a Dedicated Offshore Team That Scales With You | Connext Global Solutions

Companies across healthcare, accounting, technology, financial services, and private equity are under pressure to reduce labor costs while increasing output, compliance, and scalability. Connext Global Solutions builds dedicated offshore teams in the Philippines, Colombia, and India that operate as a true extension of your organization — not a shared BPO call center model.

Our clients typically reduce labor costs by 60–70% compared to U.S. hiring while improving retention, process consistency, and operational visibility. Unlike transactional outsourcing or Employer of Record (EOR) providers, Connext builds custom teams that integrate directly into your systems, workflows, KPIs, and culture.

What is offshore staffing and how does it work?

Offshore staffing is the practice of hiring full-time employees in another country to perform business functions at lower cost. Unlike project-based outsourcing, offshore staffing builds long-term employment relationships that support scalability and institutional knowledge.

Companies most often offshore accounting, healthcare revenue cycle management, medical billing, IT support, customer service, back-office administration, mortgage processing, insurance verification, credentialing, claims and appeals, and recruiting support functions.

How is offshore staff augmentation different from traditional outsourcing?

Traditional Business Process Outsourcing (BPO) models operate shared service centers where employees handle work for multiple clients. This reduces accountability and limits process control. In contrast, a dedicated team model assigns full-time employees exclusively to your company.

With Connext, you maintain:

• Direct management of workflows and KPIs

• Full transparency into performance metrics

• Long-term process ownership

• Structured onboarding and retention support

• Scalable workforce planning aligned to growth

How much does it cost to hire an offshore team?

Offshore staffing costs vary based on role, seniority, and geography. However, most companies realize 60–70% cost savings versus U.S.-based employees. Pricing typically includes:

  • Full-time dedicated employee
  • Recruiting and candidate vetting
  • HR and payroll administration
  • Equipment and secure infrastructure
  • Compliance oversight
  • Ongoing employee engagement and retention support

Why do US companies hire offshore teams in the Philippines, Colombia, or India?

The Philippines, Colombia, and India are among the top global destinations for offshore staffing due to large talent pools, strong English proficiency, healthcare and accounting specialization, and time zone compatibility with U.S. businesses.

The Philippines is especially strong in healthcare revenue cycle management, accounting, and customer support. Colombia offers strong bilingual (English/Spanish) talent for nearshore support. India provides scale in IT services, healthcare processing, and technical roles.

Is offshore staffing secure and how is sensitive data protected?

Security is a primary concern for companies considering outsourcing. Enterprise-grade providers operate secure office environments with access controls, device monitoring, structured network security, and data protection protocols. SOC 2 compliance and HIPAA-aligned workflows are common in regulated industries.

How long does it take to hire and onboard an offshore team?

Most offshore roles can be filled within 30–45 days. Specialized or senior roles may take 45–60 days. The timeline includes workforce planning, candidate sourcing, interviews, offer acceptance, and onboarding.

What is the difference between BPO, dedicated teams, and employer of record?

  • BPO: Shared service model where employees support multiple clients. Limited control.
  • Employer of Record (EOR): Legal employment solution without recruiting or operational oversight.
  • Dedicated Teams: Full-time employees working exclusively for your business with structured HR and compliance support.

Companies seeking long-term scalability and operational control typically choose dedicated team models.

Industries That Benefit Most From Offshore Staffing

Healthcare providers, revenue cycle management companies, CPA firms, SaaS businesses, mortgage processors, insurance firms, private equity-backed portfolio companies, and multi-location service businesses frequently leverage offshore staffing to improve margins and scalability.

What types of roles work best for offshore staffing?

Process-driven, repeatable, and scalable roles perform best offshore. Examples include accounts payable, accounts receivable, medical billing and coding, insurance verification, help desk support, customer service, mortgage processing, credentialing, claims management, recruiting coordination, and data processing functions.

Can an offshore team use my company's existing software and systems?

Yes. Dedicated teams are trained on your systems, workflows, and KPIs. They log into your platforms, follow your SOPs, and operate as a direct extension of your internal team.

Will I lose control over my work if I use an offshore staffing model?

No. In a dedicated team model, you retain control over priorities, performance metrics, and process design. You manage day-to-day work just as you would with onshore employees.

How do offshore providers ensure employee retention?

Top providers invest in competitive compensation, structured onboarding, career pathing, engagement programs, and local HR support. Strong retention reduces retraining costs and improves long-term ROI.

Is offshore staffing only for large enterprises?

No. Mid-market companies and growth-stage businesses often benefit most because they need scalable capacity without adding U.S. overhead.

Can I start small and scale later?

Yes. Many companies begin with 4–5 team members and scale to 20+ as workflows stabilize and ROI becomes clear.

How does offshore staffing handle payroll, HR, and labor compliance?

Companies must consider labor law compliance, data privacy regulations, and misclassification risks. Working with an established offshore staffing partner mitigates these risks through structured employment models.

How does offshore staffing improve profit margins and EBITDA?

Reducing labor costs while maintaining output directly improves operating margins. For private equity-backed companies, offshore staffing can significantly increase enterprise value.

Can I transition employees from another BPO provider?

Yes. Rebadging transitions are common when companies want more control, improved retention, and better cost transparency.

Can independent contractors be converted to compliant employees?

Yes. Converting contractors into structured employment models reduces misclassification risk and improves oversight.

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Frequently asked questions

What is business process outsourcing (BPO)?

Business Process Outsourcing, or BPO, refers to the process of contracting standard business functions to be handled by a party outside of the company.

What makes Connext different as a business process outsourcing company?

Connext is different than a typical outsourcing firm because we allow clients to start at any size and scale as they see fit. We customize our services to individual client needs and execute with unparalleled reliability and quality. We are built on a co-management model that retains training and quality control with the client, while we execute in HR and Operations.

What is the process to building my remote back office team?

We try to make the process of building an offshore team as easy as possible for our clients. The time usually differs based on complexity and time of the project but the general process is as follows:

  1. Discovery (Day 1)
  2. Consultation (Day 2)
  3. Recruitment (Day 3-14)
  4. Decision (Day 14-21)
  5. Onboarding (Day 14-30)

What kind of functions can I outsource with Connext?

Connext completely customizes our outsourcing solutions. We recruit and implement cross-functional teams based on individual client needs. Some of our most common outsourced roles are:

  1. 24/7 Customer Service
  2. Back Office Support
  3. Accounting
  4. Healthcare Support
  5. Tier 1/2 Help Desk
  6. IT and Development
  7. Engineering
  8. Marketing Specialists

What is the minimum requirement to build an offshore team?

Typical outsourcing firms require minimum commitments of 5 to 50 employees. At Connext we allow clients to start with as little as 2 full-time employee and scale as they see fit.

How do I ensure that my team is doing what they are asked?

One of the best things about Connext is our co-management structure. Each Connext client is assigned a Service Delivery Manager located in the same country as the team members.

This manager helps with onboarding and managing employees from an HR and Operations perspective. They check in with the team members and conduct performance improvement plans and coaching for assigned employees at the direction of the client.

How is my information protected when using an outsourced team?

We protect your data by providing all employee equipment and making sure that no information is stored on our servers. All of our clients use virtual desktop software and/or web-based systems. In addition, we conduct background checks of all of our employees.

In office, we have biometric security, 24/7 IT support, physical security, and paperless office space.

How do I talk to my offshore team?

Think of your Connext team as an extension of your onshore team. You can extend licenses from any of your internal communication tools, including:

  1. Zoom
  2. Microsoft Teams
  3. Google Meet
  4. Webex
  5. Skype
  6. Slack
  7. Email

What are the typical challenges in outsourcing?

Outsourcing provides both long and short-term benefits for growing businesses. However, it also presents a certain set of challenges. These are important to understand in order to make sure your outsourcing experience is beneficial. Here are the largest challenges in outsourcing:

  1. Outsourcing the wrong tasks/functions: Our strategy team will help advise you on what roles/tasks are better offshore and what should be kept in-house.
  2. Lack of quality – The partner you choose is important in ensuring quality control and employee retention. Connext retains 80% of our workforce annually.
  3. Poor communication – Offshore teams should be communicated with as often as your onshore teams to encourage clear expectations and connection with your company culture.
  4. Unrealistic expectations – Unicorns are difficult to find, whether they are onshore or offshore! Our team can help guide you on creating a job description for success.

What else does Connext provide aside from the employees?

On top of the best employees in the outsourcing industry, Connext provides:

  1. State of the art facilities
  2. Equipment (Computer and Software)
  3. Management
  4. Consulting
  5. 24/7 Support

Are there any contracts?

Our agreements are month-to-month with a 30-day termination period. We understand that the needs of your business will change, grow and adapt. For this reason, we have flexible terms that can grow with your organization.

How does pricing work?

Our monthly bill rates are based on cost of the employee (variable by role), flat rate management fee (tiered based on headcount), and office space requirements.

We don’t like hidden fees – once we have your monthly rate, there are no additional fees outside of pre-approved overtime charges. Talk to one of our team members to get a more accurate quote for your business!

Key Terms & Definitions

A quick-reference glossary of common outsourcing terms—explaining the people, processes, and performance metrics you’ll encounter when evaluating or managing outsourced services.

BPO & Outsourcing Glossary - Complete A-Z Reference

The following glossary contains every term and definition shown in the on-page "Key Terms & Definitions" widget. Each entry mirrors the content shown when a term is opened in the modal.

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1099 Employee

A 1099 employee is a self-employed individual who provides services to clients and receives a Form 1099-MISC from their clients to report their earnings to the IRS.

A

Accounting Outsourcing

Accounting Outsourcing is outsourcing services to a third-party provider with a talent pool of qualified candidates who are well-versed in accounting principles, able to work comfortably with numbers, can adapt to a fast-paced work environment, have excellent accuracy, attention to detail, planning and organizational and communication skills. Aside from these the ideal candidate should also be well-versed in accounting softwares.The responsibilities of an outsourced accountant include providing support to a company and contributing to the overall efficient operation of the department with tasks that include processing invoices, maintaining accounting records, auditing financial documents and procedures, reconciling bank statements, and calculating tax payments and returns. Other skills that businesses may outsource to offshore accounting teams are the following:

  • Manage all accounting transactions and operations and financial activities
  • Prepare and analyze budget forecasts
  • Publish financial statements in time
  • Handle monthly, quarterly and annual closings
  • Reconcile accounts payable and receivable
  • Ensure timely bank payments
  • Computer taxes and prepare tax returns
  • Manage balance sheets and profit/loss statements
  • Report on the company’s financial health and liquidity
  • Audit financial transactions and documents
  • Reinforce financial data confidentiality and conduct database backups when necessary
  • Comply with financial policies and regulations

Accountants should be able to provide accurate quantitative information on the financial position, liquidity, and cash flows of our business, and ensures compliance with tax regulations. Businesses looking to outsource Accounting functions can hire the following:

  • Bookkeepers
  • Accounting Associates
  • Junior CPAs
  • Senior CPAs
  • Controllers
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Agents

Agents in a call center directly interact with of customers and provide customer service through preferred communication channels such as calls, emails, messaging or social media. They are also typically called Customer Service Representatives (CSRs).

Appointment Setting

Appointment Setting is scheduling corporate meetings and appointments of C-suite teams. In a business process outsourcing setting, outbound customer service support covers appointment setting by scheduling initial meetings and appointments between sales staff and leads.

Average Handling Time (AHT)

Average Handling Time is a measure of the length of time it takes for a customer service outsourcing agent to handle a transaction from start to finish. Tracking the average handling time per agent is essential to ensure that they respond the customer calls and more importantly, address the customer’s concerns. The goal is to reduce average handling times yet be able to provide excellent customer satisfaction and customer service.

B

B2B Telemarketing

B2B Telemarketing is interacting with and pitching products or services to other businesses. B2B Telemarketing is perfect for businesses that offer process-specific demands across all industries. Businesses offering support and service to different industries should consider B2B Telemarketing. Explore our comprehensive Customer Experience solutions here.

B2C Telemarketing

B2C Telemarketing is a type of telemarketing that also works in the same way as the other types of telemarketing, which is reaching out and pitching to create interest. For this type, businesses directly interact with prospective customers. This can be done through communication channels as well as cold calling. See how we manage end-to-end customer engagement here.

Back Office Support

Back office support is the term for business process functions that complement front office functions. These functions are primarily provided by staff who do not have direct contact and communications with customers. Examples of back-office support are Administrative support such as issuing invoices, payment posting, data entry, bookkeeping, working to prioritize a client’s schedule, research, market research, creating presentations copywriting, graphic design, social media management, document research, project management, and making travel arrangements and accommodations, Accounting support such as managing all accounting transactions and operations and financial activities, preparing and analyzing budget forecasts, publishing financial statements in time, Website support such as providing website maintenance and updates.

Back-Office Support Staff

Back-office support staff perform various administrative tasks that support the insurance operations. This may include document management, file organization, record keeping, generating reports, and other administrative duties.

Bookkeeping

Bookkeeping is a common Accounting function which can be outsourced offshore. You can offload bookkeeping and data entry services by assigning efficient recording of financial transactions, payroll management, invoice and billing management, processing of incoming payments along with the issuing of necessary paperwork, payment posting, and managing and reconciling balance sheets and financial statements.

Business Intelligence

Business Intelligence is the process of leveraging data tools and infrastructure through techniques such as business analytics, data mining, data visualization for actionable and data-driven insights.

Business Process Outsourcing

Business Process Outsourcing or BPO is a rapidly growing subsection of the outsourcing industry. BPO encompasses a contractual agreement with a third party service provider to absorb an otherwise internal business process. The arrangement is typically cost-effective to the outsourcing party, while the staff, facility and functional expertise are the provider’s core competencies. Generally speaking, BPO is either Front Office or Back Office. Front Office outsourcing involves the provision of services like inbound or outbound telephone conversations, electronic mail, fax, chat, video and other forms of direct interaction with a client’s customer base. Typical applications of Front Office outsourcing include sales, customer support, technical support, collections, market research and scheduling/appointment setting. Back Office outsourcing includes, but is far from limited to, essential support tasks like data entry, claims and payment processing, HR support services, accounting services, creative services, IT support and technology development. The key difference between Front and Back office BPO is direct interaction with the end customer. Other Similar Terms:

C

Call Center

Call Centers are the first point of contact of customers and its workforce should provide responsive 24/7 customer service support. Connext Global Solutions provides Excellent and Scalable Call Center Outsourcing Solutions. Outsource to Connext and receive support from the company’s experienced talent pool of call center experts who provide excellent client management and service delivery.

Inbound Call Center services:

  • Technical and Service Support
  • Order Payment and Processing
  • Plan or subscription renewals

Outbound Call Center services:

  • Help Desk
  • Technical Support
  • Appointment Setting
  • Lead Generation
  • Telemarketing
  • Telesales
  • Market Research

Calls Handled

Most providers need to meet call quotas. The Calls Handled metric shows the volume of calls an agent has made in a particular timeframe. Calls Handled is usually presented in bar graphs to have a better illustration of the agents’ performance.


Channel

Channels are avenues for customer interaction and communication. Customer communication channels in a call center are the following: website chat, calls, emails, messaging or social media.

Chat Support

Chat Support is part of the customer experience journey and customer service support wherein 24/7 real-time messaging support via pop-up messages or chat box functions in a company website is provided by customer service representatives. Businesses that have technological capabilities integrates chat support with latest technologies such as Artificial Intelligence to provide intelligent, algorithm-based, automated responses. With a chat support ready to cater to customer’s needs, businesses can improve the overall customer experience.

Chatbot

A Chatbot is a software that provides intelligent, algorithm-based, automated responses to customers. Chatbots can be integrated in the chat function to support customer service staff in handling concerns.

Claims Processor

Outsourced Claims Processors review insurance claims submitted by individuals or businesses, verify the claims information indicated, calculate and process claims payments and determine the coverage and eligibility for claims based on policy terms and conditions. They can work for individuals or specialized industries such as insurance companies, healthcare providers, and customers to ensure timely and accurate claims processing. They communicate with insurance companies, healthcare providers, and customers to obtain necessary information and resolve claim issues. They also maintain accurate records of claims information and transactions and ensure compliance with regulatory requirements and guidelines.

Client Interview

The client has the option for final interview of the employee to make the final decision. We give the client the option however, we highly recommend it. It is incredibly helpful for the client to be able to listen to, interact with, and question their potential employee to ensure the best fit.


Cloud Based Outsourcing

Cloud-based outsourcing is the process of outsourcing services available and accessible in a cloud computing infrastructure. Cloud-based outsourcing is categorized into three types: Infrastructure-as-a-Service (IaaS), Platforms-as-a-Service (PaaS), and Software-as-a-Service (SaaS). There are different types of cloud computing models, namely: Public, private and hybrid cloud or multi-cloud solutions. Depending on the security protocols and data requirements of the organization, organizations can choose from these models to drive their digital transformation.

Cold Calling

Telemarketing is used in the same context or definition as outbound calling, also called “cold calling”. In fact, cold calling is only one side of telemarketing. Cold calling is directly reaching out to prospects. Telemarketers undergo structured training on call scripts when conducting outbound calls to prospect customers. They then make the calls to customers and initiate contact for the purpose of growing the customer base.

Compliance

Compliance is a set of standards and regulations that is required in a call center. Compliance in a call center can range from auditing processes, operational controls, industry-leading digital security systems such as user desktop monitoring to cybersecurity software implementation. Compliance to security, availability, processing integrity, confidentiality, and privacy should be met by offshore teams in all aspects. For example, the PCI-DSS compliance means a company has met requirements intended to ensure that cardholder data is secure.

Content Creation

Content creation is the conceptualization and creation of visual and written content. This includes articles, white papers, case studies, social media content, videos, and infographics. Content creation is mostly done to help improve search engine optimization (SEO), brand awareness, thought leadership, and ultimately generate more customers and revenue for an organization. Connext Global Solutions hires dedicated Content Creators to create content for you and your organization. Content creators can build blog posts, white papers, social media content, and other things. Content creators are excellent resources for SEO optimization and brand awareness.

Content Moderation

Content Moderators set up community guidelines and are responsible in the management of engagements and discussions and makes sure that all engagements meet community rules and guidelines. They commonly provide round-the-clock support when tracking community discussions. They make sure that all community guidelines are easy to follow and understand. In turn, they remove posts that do not honor the guidelines and implement corrective actions to members who do not follow the standards and guidelines set in a community. Outsource content moderation support to Connext today.

Content Writing Outsourcing Philippines

Content writing outsourcing in the Philippines is a popular practice for businesses seeking to create high-quality content for their websites, blogs, social media, and other digital platforms. The Philippines has a large pool of skilled and experienced content writers who can create engaging and informative content across a variety of industries and niches. Outsourcing content writing services to the Philippines can offer several benefits to businesses, including cost savings, access to a talented workforce, and scalability. Content writing outsourcing can also help businesses create high-quality content quickly, which can help improve their search engine rankings, boost website traffic, and increase engagement with their target audience. To outsource content writing services to the Philippines, businesses can search for reputable outsourcing providers that have a track record of delivering high-quality services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results. Examples of content writing services that can be outsourced to the Philippines include blog writing, article writing, social media content creation, email marketing content, product descriptions, and more. The outsourcing provider can also customize their services to meet the specific needs and requirements of the business, such as SEO optimization or industry-specific content.

Cosourcing

The definition of cosourcing is having internal and external staff working together to complete the activities necessary to run a business. Why? Companies choose cosourcing as a middle ground to get the cost benefits and access to staff associated with outsourcing while maintaining control over data, processes, quality, and who is on the team. In the current cost and employment environment, everyone is considering alternatives. The reality is that the question for companies isn’t whether to cosource or outsource, the question is how to do it smartly, strategically, and in a way that aligns with the organizational goals, processes, and culture. For more information on cosourcing, please read this article.

Customer Experience

Customer Experience (CX) is the overall experience and perception of customers of a brand.

Customer Satisfaction Score (CSAT)

Customer Satisfaction (CSAT) is a measure of customer experience that illustrates how satisfied a customer is with product offers, services, and customer service. To determine the Customer Satisfaction Score, businesses conduct a customer satisfaction survey delivered from a preferred customer communication channels. The survey usually has a scale with the following choices:
  • Very Satisfied
  • Satisfied
  • Neutral
  • Not Satisfied
  • Very Unsatisfied
Although CSAT scores are quantitative, this measure is quite subjective in gauging customers’ thoughts.

Customer Service

Customer Service is the direct involvement and assistance provided by a business to customers on their concerns at each point of the customer journey.

Customer Service Representative

Businesses can delegate the first point of contact of customers to a customer service representative to manage both outbound and inbound phone calls, and other functions such as answering customers' claim status updates, premium payments, and general insurance-related queries, and helping policy holders with policy information.

Customer Support Associate

Customer Support Associates are the first point of contact of customers who manage both outbound and inbound phone calls, assist customers in preferred communication channels such as calls, emails, messaging or social media, lead generation, maintaining customer satisfaction, building trust-based relationships, reports generation, meeting personal/customer service team sales targets and call handling quota, handle issues and provide resolutions, maintain a customer interaction and records database and other assigned and related roles.

D

Data Entry Operator

Data entry operators are responsible for accurately entering and updating data into insurance systems. They input policy details, claims information, customer data, and other relevant information into the designated databases or software.

Data Entry Outsourcing

Data Entry Outsourcing is the process of assigning the Data Entry function to an external third-party provider. Businesses can assign administrative tasks such as regularly managing, organizing, and updating relevant data using database applications. Businesses can find qualified outsourced Data entry staff with excellent time management skills and solid organizational skills. Outsourcing Data Entry Specialists helps improve business operations by assigning data filing and performing other routine clerical tasks. Outsourced Data Entry Staff are highly capable of encoding, collecting data, generating accurate reports. They make sure make sure reports are accurate and free from errors and datasets are properly recorded and included.

Data Entry Specialists

Data Entry Specialists file accurate and updated data that are easily to access in a database, meeting large volumes of data entry in a timely and systematic manner. Data Entry specialists are proficient in data encoding and management and can easily provide customized support on data requirements. They have up-to-date knowledge of functionalities of software and systems, requiring minimal or no training at all

Dedicated Employee Model

Dedicated Employee Model is a chat outsourcing model where businesses receive provide real-time live chat support from a dedicated outsourced Live Chat agent or team of agents who manage and handle all incoming messages relating to products or services.

Dedicated outsourcing services

Dedicated outsourcing services is a business model where an outsourcing provider offers specialized services or functions to a client on long-term projects that require constant monitoring or updates. In a dedicated outsourcing service model, clients build a team who will act as a supplemental offshore staff that provides specialized functions such as software development, engineering, administrative, data entry, sales and marketing, and accounting. Dedicated outsourcing services provides a reduced cost structure and efficient business model which can improve operations and lesser costs. Connext Global Solutions helps manage a client’s team as if it was theirs and makes sure the performance matches or exceeds that of your local teams.

Digital Transformation

Digital Transformation is leveraging digital technology to improve existing business processes and adopt new ones.

Discovery

The discovery phase is arguably the most important part in the outsourcing process. During this phase we have an open dialogue with the client to figure out how we can address their needs. Critical to this process is being completely transparent about what we can and cannot offer and making sure that the client needs are properly addressed, even if that means referring the client to another outsourcing firm or local freelance company. We like to take the time to talk specifics about the client’s business processes, pain points, and hesitancies so that we can provide the best service option possible. For those businesses that our outsourcing for the first time, it is important to provide consulting on the best practices for outsourcing as well as things they should be aware of. We believe that this up front, honest discussion is crucial in ensuring that the outsourcing experience provides value for both the client and for us.

E

Ecommerce Outsourcing Philippines

E-commerce outsourcing in the Philippines is a popular practice for businesses seeking to expand their online presence and improve their e-commerce operations. The Philippines has a large pool of skilled professionals who are experienced in various aspects of e-commerce, including website development, online marketing, order processing, and customer support. Outsourcing e-commerce services to the Philippines can offer several benefits to businesses, including cost savings, access to a talented workforce, and scalability. E-commerce outsourcing can also help businesses improve their online customer experience, increase their sales, and expand their market reach. To outsource e-commerce services to the Philippines, businesses can search for reputable outsourcing providers that have a track record of delivering high-quality services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results. Examples of e-commerce services that can be outsourced to the Philippines include website development and maintenance, product listings, order processing and fulfillment, online marketing, and customer support. The outsourcing provider can also customize their services to meet the specific needs and requirements of the business, such as targeting specific geographic locations or industries. Effective training and quality control measures should also be put in place to ensure that the e-commerce team is adequately trained and delivers the desired results.

Employer of Record

An employer of record is a third-party company that manages administrative and legal responsibilities of employing workers, such as payroll, taxes, and compliance, on behalf of a client company.

Employer of Record (EOR) Philippines

In the Philippines, an Employer of Record (EOR) is a company that provides employer services to businesses who want to hire staff in the Philippines. It functions as a third-party service provider and handles all the administrative work and compliance requirements related to hiring employees. In the Philippines, Employers of Record (EOR) fill a vital role. They’re responsible for handling the tedious—but essential—legal and administrative tasks that are required for employee management. Specifically, an EOR in the Philippines will be responsible for: Processing employee payroll, including deductions for income tax, social security and withholding tax
  • Enforcing government mandated benefits such as paid holidays, maternity leave, health insurance and other legally mandated benefits
  • Handling regulations related to visas and work permits
  • Registering employees with government agencies
  • Managing local compliance regulations such as labor laws
  • Distribute payslips and tax documents to employees
  • Terminating employees in accordance with Philippine labor laws
  • Maintaining employee records according to local regulations

Entrepreneur

An Entrepreneur is a term used to describe a person who identifies a job to be done in the marketplace and works to build a business to do that job. In the case of Connext, our President, Tim Mobley identified a need in the business process outsourcing market when he tried to purchase the service. Tim saw gaps in the service he received and decided to start Connext in order to address those gaps and better service buyers like himself.

Evaluation

Evaluation, Management, Improvement Phase is the last and final phase starts when the Connext employee starts working and is continuous for the duration of the client’s partnership with Connext. One of the special things about the Connext model is that the client always has full access to the executive team. This direct interface with the management team at Connext affords the client the ability to bring up management issues or concerns, request consultation, and provide feedback to make the service better.

F

Form W-2

The Form W-2 is a tax form used by employers to report the wages, tips, and other compensation paid to employees, as well as the taxes withheld from their paychecks, to the Internal Revenue Service (IRS).

Form W8-Ben

Thr Form W8-Ben is a tax form used by non-US individuals or entities who receive income from US sources, such as royalties or dividends, to claim exemption or a reduced rate of tax withholding.

Form W9

A Form W9 is a tax form used by freelancers, independent contractors, and other self-employed individuals to provide their taxpayer identification number (TIN) to clients who may need to report payments to the IRS.

Front Office Outsourcing

Front Office outsourcing is a type of business process outsourcing that involves the delegation of services that involves the direct assistance of customers at every point in the buyer journey. Services such as communicating through customer channels via inbound or outbound telephone conversations, e-mailing and messaging, fax, chat, video and other forms of direct interaction with a client’s customer base. Examples of Front Office outsourcing include:
  • Market Research
  • General Customer Support
  • Technical and Service Support
  • Plan or subscription renewals
  • Telemarketing
  • Telesales

Full Time Employee (FTE)

A full time employee (FTE) is a term used to describe a team member that works a combined number of hours in a week for a business that decides that number of hours to be considered full time. At Connext all of our full time employees are 100% dedicated to their individual client and are considered both part of the Connext family and the client family. We believe in an employee first, inclusive environment where all of our employees can feel like they are part of a growing and caring family.

H

Healthcare Outsourcing

Healthcare outsourcing is the practice of healthcare organizations outsourcing services, particularly non-core business functions, to third-party providers. Healthcare outsourcing allows for a dedicated and highly specialized offshore healthcare support team to streamline operations and lower costs. Accurate and on-time service delivery of pre-authorization, requests for information, follow-up calls & action, timely & correct payment posting, to eligibility verification are some of the tasks clients can delegate to healthcare outsourcing providers. Sample roles that healthcare organizations can outsource are tasks are:
  • Medical Billing Specialist
  • Service Desk Specialist
  • Medical Transcriptionist
The Healthcare Outsourcing market continues to be a lucrative market as it allows for overhead reduction, efficiency, and decreased costs. Selecting the right healthcare outsourcing partner allows for an end-to-end patient experience.

Help Desk

Issue resolution matters as much as the quality of customer service. Delivering excellent customer service and addressing them properly can improve customer satisfaction. Businesses therefore can deliver a positive customer experience by outsourcing Help Desk services. Outsourced Help Desk Specialists are capable of assisting and troubleshooting product or service-related concerns of customers. Responsive and quality support and problem resolution requires a dedicated team for you to assist customers’ needs and meet their demands 24/7. Connext provides customized offshore staffing solutions designed to supplement and co-manage onshore client staff with highly qualified, but lower cost offshore help desk support team members available 24/7.

Help Desk Outsourcing Philippines

Help desk outsourcing in the Philippines is a popular practice for businesses seeking to provide efficient and effective customer support services to their clients. The Philippines has a large pool of skilled professionals who are experienced in providing customer support services, including help desk support. Outsourcing help desk support services to the Philippines can offer several benefits to businesses, including cost savings, access to a talented workforce, and scalability. Help desk outsourcing can also help businesses provide round-the-clock customer support services, improve customer satisfaction, and increase productivity. To outsource help desk support services to the Philippines, businesses can search for reputable outsourcing providers that have a track record of delivering high-quality services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results. Examples of help desk support services that can be outsourced to the Philippines include technical support, software support, hardware support, email support, live chat support, and more. The outsourcing provider can also customize their services to meet the specific needs and requirements of the business.

Help Desk Specialist

Help Desk Support specialists respond to customer queries and resolves customer service to IT related issues quickly across any application, device, or channel. Help Desk Specialists provide quick, responsive and effective inbound customer support via phone, support portal, and cloud-based collaboration tools.

HIPAA Compliance

The Health Insurance Portability and Accountability Act (HIPAA) Compliance is a standard set by the HIPAA for protecting patient data. Companies that handle sensitive patient data and information need to be HIPAA compliant and have operating and network controls in place.

Human Resource Staff

Outsourcing to the Philippines grants businesses technical expertise in human resources with our talent pool knowledgeable in functions such as HR compliance, recruitment and selection, training, employee relations, employee engagement, performance payroll processing, and performance management among others. Assign functions to your offshore team from:
  1. Administrative HR Tasks
  2. Recruitment Process (Screening, testing, and interviewing based on client recruiting procedures or specific assessments Conducting Interviews and Hiring Qualified candidates, New Hire Onboarding, and Employment Verification checks.)
  3. Continuous Performance Management, Training and Upskilling
  4. Employee engagement and recognition

I

Impact Sourcing

Impact Sourcing is a socially responsible hiring strategy used by businesses to bring disadvantaged or marginalized communities into the global economy. Impact sourcing creates opportunities for these individuals to earn an income and receive job training. By leveraging this approach, businesses are able to access skilled labor while improving the social and economic well-being of those they hire. The objective of impact sourcing is about creating meaningful job opportunities for individuals who would not usually have access to them due to socioeconomic reasons. It can be considered a form of corporate social responsibility as businesses are drawn to its attractive combination of cost savings, inclusivity, and shared values. Through impact sourcing, businesses can not only bring about greater inclusivity, but also uphold their shared values and corporate social responsibility.

Inbound Telemarketing

In Inbound Telemarketing, customers receive incoming calls from customers. These customers call as a result of marketing efforts such as email marketing, advertising, networking.The business can build product awareness to initiate calls and other forms of direct interaction from customers.

Independent Contractor

An independent contractor is a self-employed individual or business entity that provides services to clients under a contract or agreement. Unlike employees, independent contractors work on their own terms and are responsible for their own taxes and benefits.

India vs Philippines Outsourcing

India and the Philippines are two of the most popular outsourcing destinations in the world. Both countries offer cost-effective solutions for businesses seeking to outsource their operations. Here are some differences between outsourcing in India and the Philippines: Language: India has a larger English-speaking population and has been a popular destination for outsourcing customer service and IT services. In contrast, the Philippines has a neutral accent in English, which makes it an ideal location for voice-based outsourcing services. Culture: Both India and the Philippines have a diverse culture, but India's culture has a stronger impact on its work environment. The Philippines, on the other hand, is more westernized and has a more relaxed approach to work. Time zone: The time difference between India and the US is significant, making it difficult for businesses to have real-time communication with their outsourcing partners. In contrast, the Philippines' time zone is closer to the US, making it easier to work in sync with US businesses. Talent pool: Both India and the Philippines have a large pool of talented workers, but India is known for its expertise in software development, while the Philippines is known for its customer service and voice-based outsourcing. Ultimately, the choice between outsourcing to India or the Philippines depends on the specific needs and requirements of the business.

Insurance Process Specialist/Analyst

These professionals have in-depth knowledge of insurance processes, rules, regulations, and best practices. They analyze the client's requirements, design process workflows, and ensure that the outsourced processes align with industry standards.

Interactive Voice Response (IVR)

The Interactive Voice Response (IVR) is an innovative automated phone system technology that provides customer service to aid them in providing solutions to basic concerns via selected preprogrammed voice responses. When concerns or issues are more advanced and need technical expertise, calls can be routed to respective agents or technical experts. This technology is critical when assigning priority calls, and on peak call seasons. Urgent, high-value calls are assigned to agents while calls made to the front desk are routed via IVR.
Read: How IVR solves high-volume customer service issues →

International Employer of Record

An international employer of record is a third-party company that manages the administrative and legal responsibilities of employing workers in a foreign country on behalf of a client company, including compliance with local labor laws, taxes, and regulations.

Invoice Upload Specialist

Outsourced Invoice Upload Specialists provide timely and diligent collection of provider data in invoices and reports and uploading of these reports into the system for processing. They also provide the translation of invoice information. Invoice Upload Specialists provide complete reports and maintain other documentation relating to uploads. Outsourced Invoice Upload Specialists ensure full and timely communication with the customers, company, delivery managers and other users/departments of the company in order to perform assigned tasks.


IT Support Staff

IT Support personnel assist and resolve both client and employee-related troubleshooting queries, from technical to process queries. When offshoring, look for providers who offer 24/7 technical support. IT Support personnel ensure metrics critical to daily customer service outsourcing operations such as turnaround time, number of Resolved tickets or issues are met.

K

Key Performance Indicators

Key performance indicators (KPIs) are specific and well-defined measures of performance of defined objectives within a corresponding period of time. The key indicators will depend on the specific business process of a company. These provide quantifiable measures, targeted process improvement and useful actionable insights to the organization. At Connext we mainly use utilization, productivity, and quality as our main KPIs.

Knowledge Process Outsourcing Philippines

Knowledge process outsourcing (KPO) in the Philippines is a popular practice for businesses seeking to outsource complex and knowledge-intensive processes to a skilled and experienced workforce. The Philippines has a large pool of highly educated and skilled professionals who are experienced in providing KPO services across a wide range of industries, including finance, legal, healthcare, engineering, and more. KPO services in the Philippines can include a variety of complex and knowledge-intensive processes such as research and development, analytics, market research, data management, engineering design, and intellectual property management, among others. KPO services require a high level of expertise and specialization, and outsourcing them to the Philippines can offer several benefits to businesses, including cost savings, access to a highly skilled workforce, and scalability. To outsource KPO services to the Philippines, businesses can search for reputable outsourcing providers that have a track record of delivering high-quality services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results. The outsourcing provider can also customize their services to meet the specific needs and requirements of the business. Effective project management, quality control, and adherence to timelines are critical factors that need to be considered when outsourcing KPO services to the Philippines.

L

Lead Generation

One of the commonly outsourced functions in Business Process Outsourcing, Lead generation is identifying qualified customers through research and list building. Lead generation considers factors such as lead availability and budget. It is an important function in building and growing the client base. Your Outsourced Lead Generation specialists assist you in finding leads and identifying qualified leads. Outsourced Lead generation specialists can identify qualified customers through market research. This includes building lists of potential prospects, data collection for new prospects, organizing data, and monitoring productivity reports. Connext Global Solutions is an established customer service outsourcing provider that can build a dedicated offshore team of experienced leaders and outreach specialists to assist you in finding leads.

Live Chat

Effective customer service can translate to potential conversions, customer loyalty and retention. Live Chat is one of the top components of any comprehensive strategy in customer service. Customers demand quick, responsive and effective customer support, especially when it comes to product or service concerns. Live chat is one of the critical components of any comprehensive customer service strategy. Live Chat Outsourcing is the process of assigning the Live Chat service support function to an external party provider. Businesses can directly communicate with their customers via the live chat feature integrated in the website. Outsourced Live Chat Support Agents are capable and trained to assist and troubleshoot product or service-related concerns of customers. They directly assist and provide responsive and quality support and problem resolution. Live Chat Outsourcing Models:
  • Per Resolution Model – Live chat agents charge a fee per resolution or ticket handled.
  • Dedicated Employee Model – Businesses receive dedicated live chat support agent to support your company.
  • Outsourced AI Support – A comprehensive AI solution is provided to effectively handle all customer queries.
Learn more about outsourcing Live Chat services to Connext Global Solutions.

Live Chat Outsourcing

Live Chat Outsourcing is the process of assigning the Live Chat service support function to an external party provider. A dedicated outsourced Live Chat agent or team of agents manage and handle all incoming messages relating to products or services of the business and provide real-time live chat support. Live Chat Outsourcing Models:
  • Per Resolution Model – Live chat agents charge a fee per resolution or ticket handled.
  • Dedicated Employee Model – Businesses receive dedicated live chat support agent to support your company.
  • Outsourced AI Support – A comprehensive AI solution is provided to effectively handle all customer queries.

M

Managed Services

Managed Services is an outsourcing option where you outsource a broader scope of business processes. Managed services providers (MSPs) have the technical expertise and capabilities. This option includes consultation on systems and processes. The most common end-to-end processes outsourced to a managed service provider are IT-related processes such as end-to-end deployment methodologies and processes from product ideation, customization, development, deployment and upgrades. Although this can be done internally, businesses choose to work with an external managed service provider with the provider’s technical expertise, and technological capabilities.

Manufacturing Outsourcing

Manufacturing outsourcing, also called Contract Manufacturing, is a widely known type of business process outsourcing that has been around as early as the 19th century. In this model, a company outsources manufacturing operations to an external business process provider located either onshore or offshore. Today, key players from different industries have been outsourcing manufacturing operations to a third-party provider, usually located offshore. Through this model, these companies have focused on core operations and have saved both time and money.

Market Research

Market research is providing buyer or competitor research aimed at collating customer, business, competitor and market insights, and buyer needs and preferences. This practice is necessary in the development of effective product pitch and call scripts, and further development of innovative solutions.

Medical Billing

Medical Billing is a Healthcare function of reaching out to respective insurance companies via inbound and outbound calling for collecting payments. This involves the processing of confidential medical documents and accounts creation, participating in all quality assessment activities and the collection and analysis all information and recommend required improvements to all processes and provide follow-ups for Claims Audit, Claims Follow-up appointments if required. Connext Global Solutions offers excellent Medical Billing Solutions. Accurate data entry is provided by Medical Billing specialists. The dedicated outreach specialists will process claims, conduct high quality audits of billing information and insurance checks, reach out to respective insurance companies via inbound and outbound calling for collecting payments and insurance verification.

Medical Revenue Cycle

Medical Revenue Cycle Management starts when a patient makes an appointment or visits a clinic. In order to avoid pre-processing errors and improve claim payment accuracy, correct eligibility verification and accurate data entry in claims forms is required. Regular review of departmental records, reports, and files, transcription, follow-up telephone calls is needed to maintain accurate records and ensure that medical record account entries are up to date. The Medical Revenue Cycle also requires regular follow ups and check-in to ensure timely & correct payments.Connext Global Solutions offers excellent Healthcare Outsourcing Solutions. Here is a list of common roles with their accompanying tasks that you can delegate to a Healthcare outsourcing and staffing solutions provider like Connext Global Solutions:

Healthcare Account Manager

The offshore Healthcare account manager acts as the dedicated point of contact of the client and is responsible in overseeing and managing the daily operations of the offshore team. The dedicated account manager provides performance reviews, real-time quality monitoring and feedback sessions. Equipped with management and organizational skills, it is required that the manager has an understanding of US rules, regulations and practices affecting medical billing and insurance verification, has a comprehensive knowledge and understanding of rules, regulations and practices affecting medical billing and insurance verification, revenue cycle, collections and payment posting, medical billing and coding, Medicare and Medicaid, and third-party payers.

Credentialing Specialist

Healthcare Outsourcing roles can also extend to administrative functions such as the credentialing application process. Credentialing Specialists conduct primary source verification and ensure proper and timely handling of credentialing applications of participating providers and are monitored on an ongoing basis. This includes, but is not limited to, providing application assistance, data entry, file audits, requesting information, sanctions, progress and monitoring reports, and maintenance of electronic files.

Medical Billing Specialist

Accurate data entry is provided by Medical Billing specialists The dedicated outreach specialists reach out to respective insurance companies via inbound and outbound calling for collecting payments and insurance verification. They process confidential medical documents and accounts creation, participate in all quality assessment activities and assist to collect and analyze all information and recommend required improvements to all processes and provide follow-up calls for Claims Audit, Claims Follow-up appointments if required.

Claims Adjudicator

The Claims Adjudicator processes claims according to plan documents while applying Company policies and procedures, verifies data entered from the claim form is accurate and complete to enable the claim to be processed correctly and improves claim payment accuracy by identifying pricing and/or submission inconsistencies to management.

Healthcare Support Specialist

Your outsourced Healthcare Support Specialist coordinates and communicates with healthcare providers and patients. They maintain departmental records, reports, and files, communicate delivery setups, make follow-up telephone calls to maintain accurate records, including submittal/return dates and approval periods, and ensure that medical record account entries are up to date.

Mortgage Processing

Mortgage Processing is the process of documents collection, analysis and evaluation, and processing of loan applications of the borrower. This includes the preparation of credit and appraisal reports by performing credit check interviews and eligibility verification, as well as writing and finalizing contracts. Mortgage Processors act as mediators between the borrower and the lender for timely processing and approval of loans. They examine applications, determine the eligibility of the applicant’s loan or mortgage, and inform the borrower of the loan status, and other rules and obligations. Mortgage Processing is an important in preparation of on-time mortgage loan request approval to the final close. Connext Global Solutions offers excellent Mortgage Processing Solutions.

Multichannel Support

A multichannel support has customer service outsourcing agents who providing support across multiple customer communication channels. The key differentiator of this support from omnichannel support is channels are not integrated. Customer service outsourcing agents are dedicated to providing support and interaction at a particular channel. This type of support is beneficial for companies that are channel-focused and exclusive in terms of engagement and would prefer interactions and data coming from different channels to be independent of one another.

N

Nearshore Outsourcing

Nearshore Outsourcing is when a business decides to outsource to a provider located in a neighboring country.

Net Promoter Scores (NPS)

The Net Promoter Score is a common customer service outsourcing metric. This is a measure of customer experience that is focused on measuring customer loyalty and satisfaction. The goal of a NPS is to address how likely would a customer recommend the product or service to your friend or colleague. It is measured on a scale of 1 to 10 with values 9-10 as Net Promoter scores marked “Highly Likely”, 7-8 as ‘Passive, and 0-6 as Net detractor scores or “Not at all likely to Neutral”. NPS is then calculated by subtracting the % of Detractors, from the % of Promoters.

O

Offshore Outsourcing

Offshore Outsourcing is when a business decides to outsource to a provider located in a different country.

Offshore SEO services

Search Engine Optimization (SEO) is the practice of optimizing content for the purpose of improving search rankings organically. With Offshore SEO services, you can control your search rankings at a lower cost than hiring locally. Offshore SEO services work as an effective organic approach to ranking first place. Offshoring SEO is best for small to medium enterprises looking to increase visibility and organic traffic. Businesses can hire a dedicated and highly specialized support team to provide Offshore SEO services which lessen the volume of inhouse operations and lessen costs. Offshore SEO services include site optimization, content writing, link building, market research, competitor research, campaign analysis, website audit, campaign monitoring and reports, and keyword research. Offshore SEO services help increase your visibility and ranking to potential customers. Offshore services to Connext Global Solutions today.

Offshore Staffing

Offshore Staffing is the process of businesses hiring, building, managing a dedicated team or staff through an outsourcing partner located outside a company’s geographical location to support business processes. Offshore staffing allows for more efficiency, flexibility and convenience.

Offshore Staffing Philippines

Offshore staffing is the process of hiring, building, managing a dedicated team or staff through an external or third-party service provider located outside of a country’s area of operations to support business processes. Some sample offshore roles are labor services such as staffing Offshore Staffing Philippines solutions for roles ranging from customer service, back-office to software and application development. With an offshore team to provide business process support, companies can focus on the core business processes, reduce cost structures and improve overall productivity, among others. When outsourcing offshore to destinations such as the Philippines, you have access to a huge talent pool where you can find experienced staff. The Philippines is a great offshore staffing destination with its highly specialized labor pool, literacy and communication, culture, cost-effectiveness, and more Offshore services to Connext Global Solutions today.

Offshoring Providers in the Philippines

Business owners partner with offshoring providers in the Philippines who primarily provide business solutions with a reduced cost structure, and in doing so allows clients to save more time and money for them to focus on internal employees and customers. Clients are entitled to value-added features out of a service partnership with an offshoring provider based in the Philippines. Some value-added features are providing 24/7 customer service support, IT monitoring, and real-time client monitoring. Offshore services to Connext Global Solutions today.

Omnichannel Customer Service

Omnichannel Customer Service is a type of customer service support that enables agility and consistent customer experience through integrating channels within a single database. This allows for seamless accessibility and interaction on the part of customers and improved efficiency to businesses.

Omnichannel Support

Omnichannel Support is delivering customer service across all communication channels. Communication channels are fully integrated in the customer service outsourcing workflow in Omnichannel Support. This allows agents to easily switch between channels in order to provide customer support depending on the customer's channel of preference or availability. Omnichannel support also providers ease in accessibility, effective customer service outsourcing delivery and efficient call management, real-time monitoring, an efficient and consistent customer service and a seamless, augmented customer experience.

Onboarding

Onboarding encompasses everything that we do at Connext to ensure that your outsourcing experience is great from the start. We work through an onboarding checklist which addresses things like system access, work schedule, quality plans, and training manuals. We work through this process hand in hand with the client, with complete transparency, so there are no details left out when their Connext employee starts working.

Onshore Outsourcing

Onshore Outsourcing this is when a business decides to outsource to a provider located the same country.

Operations Interview

In an Operations Interview, the employee has standardized interview with Connext operations manager to assess overall proficiency and fit.

Order Payment and Processing

Order Payment and Processing is an inbound customer service where outsourcing specialists can assist incoming calls from customers in need of support in order completion. In Customer Service Outsourcing, Back-office Support Specialists can assist customers on payments and order processing concerns.

Order Processing

In Customer Service Outsourcing, Back-office Support Specialists can assist customers on payments and order processing concerns. Inbound customer service outsourcing specialists can assist incoming calls from customers in need of support in order completion.

Outbound Call Center

In an Outbound call center, customer service outsourcing specialists make the calls to customers and initiate contact for the purpose of growing the customer base. Outbound call centers grow the customer base through services such as Appointment Setting, Lead Generation, Telemarketing, Telesales, and Market Research.

Outbound Telemarketing

Outbound Telemarketing is pitching to customers. This type of telemarketing requires Lead Generation and Market Research before reaching out to customers. Businesses conduct building lists, data collection for new prospects, organizing data, and identify qualified customers through market research before conducting outbound calls to customers.

Outsource Digital Marketing Philippines

Outsourcing digital marketing services to the Philippines is a popular practice for businesses seeking to expand their online presence and improve their marketing strategies. The Philippines has a large pool of skilled professionals who are well-versed in various digital marketing techniques such as SEO, PPC, social media marketing, content marketing, email marketing, and more. Outsourcing digital marketing to the Philippines can offer several benefits to businesses, including cost-effectiveness, access to a talented workforce, and a strategic advantage. Digital marketing outsourcing can also allow businesses to focus on their core competencies while leaving the marketing tasks to experts who can handle them more efficiently and effectively. To outsource digital marketing services to the Philippines, businesses can search for reputable digital marketing agencies or freelancers who have a track record of delivering high-quality services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results.

Outsource Sales to Philippines

Outsourcing sales to the Philippines is a popular practice for businesses seeking to expand their sales efforts while minimizing costs. The Philippines has a large pool of skilled and experienced sales professionals who are trained in various sales techniques, including telesales, lead generation, customer service, and more. Outsourcing sales to the Philippines can offer several benefits to businesses, including cost savings, access to a talented workforce, and scalability. Sales outsourcing can also help businesses reach new markets quickly, improve their customer service, and increase their revenue. To outsource sales to the Philippines, businesses can search for reputable outsourcing providers that have a track record of delivering high-quality sales services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results. Examples of sales services that can be outsourced to the Philippines include telesales, lead generation, appointment setting, customer service, and more. The outsourcing provider can also customize their services to meet the specific needs and requirements of the business, such as targeting specific markets or industries. Effective training and quality control measures should also be put in place to ensure that the sales team is adequately trained and delivers the desired results.

Outsource Transcription Philippines

Outsourcing transcription services to the Philippines can be a cost-effective option for businesses that require high-quality transcription services. The Philippines has a large pool of highly skilled and educated professionals who are proficient in English, making it an attractive destination for outsourcing transcription services. There are many reputable transcription service providers in the Philippines, and the cost of their services is often lower compared to providers in other countries. However, it is important to do your due diligence in selecting a reliable provider that can deliver accurate and timely transcriptions. When outsourcing transcription services to the Philippines, it is also important to consider factors such as the turnaround time, quality control measures, and data security protocols of the provider. Make sure to communicate your specific requirements and expectations clearly to ensure that you receive the level of service you need. Outsourcing transcription services to the Philippines can be a great option for businesses that want to save on costs without compromising on quality.

Outsourcing

To outsource, according to Merriam-Webster, is to procure something such as goods or services, using outside sources, especially, but not necessarily, from non-union or foreign entities. Many believe that the origin of outsourcing can be traced to the period from about 1760 to 1840, known as the Industrial Revolution. It was during this era that Europe and the United States saw a progressive transition from independent manual craftmanship to mechanized manufacturing processes. Our premise, however, is that examples of outsourcing can be found throughout human history. For instance, when ancient armies and navies required weapons and ships, the demand was often met by specialized independent craftsmen such as blacksmiths and ship builders, an early form of outsourcing. The basic idea behind outsourcing connects to the recognition of organizational “core competencies,” the things we do that give us a competitive advantage. The core competencies of the McDonalds restaurant chain, for example, are trained staff, efficient processes, strategic locations and recognizable brand. While McDonalds operates over 38,000 owned and/or franchised restaurants, suppliers like Tyson Foods, Hildebrandt Farms and others are the sources of their bakery supplies, meat, fish poultry, produce and dairy products required to fill McDonalds menus. Other Similar Terms:

P

Paralegals

Paralegals may assist attorneys with trials by organizing and managing case materials, drafting and filing documents with the court, and preparing witnesses for testimony. They may communicate with clients to gather information, provide updates on case status, and answer questions. Learn more about Connext Solutions

Payroll Outsourcing Philippines

Payroll outsourcing to the Philippines is the practice of hiring an external service provider to manage an organization's payroll processing and related tasks, such as calculating employee salaries and benefits, deducting taxes, and generating payslips. This service allows businesses to focus on their core operations while leaving the payroll management to a third-party provider who has expertise in this field. Outsourcing payroll functions can also help businesses reduce costs, improve accuracy, ensure compliance with local laws and regulations, and increase efficiency in their payroll processing.

Payroll Outsourcing Services Philippines

Payroll outsourcing to the Philippines is a popular practice for businesses seeking to simplify their payroll processes and reduce costs. The Philippines has a large pool of skilled professionals who are experienced in payroll management services, including calculating employee salaries, benefits, and taxes, and generating payslips. Outsourcing payroll management services to the Philippines can offer several benefits to businesses, including cost savings, access to a skilled workforce, and compliance with local labor laws and regulations. Payroll outsourcing can also help businesses focus on their core operations while leaving the non-core functions to experts who can handle them more efficiently. To outsource payroll management services to the Philippines, businesses can search for reputable outsourcing providers that have a track record of delivering high-quality services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results. Examples of payroll management services that can be outsourced to the Philippines include payroll processing, tax management, benefits administration, HR compliance, and more. The outsourcing provider can also customize their services to meet the specific needs and requirements of the business.

Payroll Processing

Payroll Processing is one function businesses can outsource where an Outsourced Payroll Specialist manages payroll transactions and establishes an effective payroll procedure and transactions for a company. The functions of an outsourced Payroll Specialist include auditing payroll process, staying up-to-date on exemptions and salary changes, tax deduction, bonuses, expense reimbursements, and following guidelines for all procedures around employee compensation. Outsourced Accounting personnel can prepare reporting on compensation activities and forecasts, set up and maintain functional payroll systems, collaborate with Finance and HR to create payroll reports and forecasts, and ensure compliance with all payroll and tax laws.

PCI Compliance

Payment Card Industry Data Security Standard (PCI) Compliance is one of the data security requirements that businesses look for in a third-party outsourcing provider. Connext Global Solutions is PCI-DSS compliant. The company has met requirements intended to ensure that cardholder data is secure. According the Payment Card Industry website, the Payment Card Industry Data Security Standard (PCI DSS) was developed to encourage and enhance cardholder data security and facilitate the broad adoption of consistent data security measures globally. PCI DSS provides a baseline of technical and operational requirements designed to protect account data.

Per Resolution Model

Per Resolution Model is a chat outsourcing model where Live chat agents charge a fee per resolution or ticket handled.

Philippines 13th Month Pay

The Philippines has a 13th Month Pay benefit, a mandatory benefit given to employees in the Philippines, equivalent to one-twelfth of their total basic salary earned in a calendar year. This is usually paid out in December, on or before the 24th.

Philippines Night Differential

Night differential is an additional pay given to employees who work at night, usually between 10pm to 6am, in the Philippines. The rate is typically 10% to 30% higher than the regular hourly pay.

Philippines Professional Employer Organization (PEO)

A Professional Employer Organization (PEO) in the Philippines provides a range of HR services to other businesses, including managing payroll, benefits, and other administrative tasks related to employment. The services provided by a PEO can vary depending on the needs of the client, but typically include the following: Payroll management: The PEO handles all aspects of payroll processing, including calculating and disbursing salaries, managing taxes and contributions, and processing employee benefits. Employee benefits administration: The PEO manages employee benefits, such as health insurance, retirement plans, and other fringe benefits. HR management: The PEO provides HR support to businesses, including assistance with recruitment, onboarding, training, and employee relations. Compliance with labor laws: The PEO ensures that businesses are compliant with local labor laws, including those related to minimum wage, working hours, and employment contracts. Risk management: The PEO helps businesses manage risk related to employment, including workers' compensation, liability insurance, and employee safety programs. By outsourcing these tasks to a PEO, businesses can reduce their administrative burden and focus on their core operations. PEOs can also help businesses save time and money, and ensure compliance with local labor laws.

Policy Administrator

Policy administrators manage the administration and maintenance of insurance policies, from managing policies from start to finish, including policy setup, underwriting, to issuing. They can also assist with policy changes, updates, and renewals, make sure clients receive updates on their policy changes by informing them, answering policy-related queries, and properly documenting these updates.

Productivity

Productivity is the most important measure for any employee. It tells us what someone accomplished over a certain amount of time. For example, 100 accounts billed per day or 10 calls answered per hour. Productivity, which can be measured in a variety of ways, gives management the ability to understand what is being produced, set goals, make plans, and take action to exploit opportunity.

Discover how to offshore your accounting and financial services with Connext Global

Professional Employer Organizations

Professional Employer Organizations (PEOs) are companies that provide human resources, payroll, and benefits administration services to client companies, while also taking on certain legal and administrative responsibilities as the employer of record. They are by themselves outsourcing organizations but can certainly benefit from partnering with a business process outsourcing vendor to improve their capacity and productivity. For instance, PEOs can benefit from a third-party outsourcing vendor by enabling them to help fill critical staffing positions to support the functions above and improve both productivity and efficiency. Currently, Connext Global Solutions supports several PEOs with back office offshore staff across a variety of functions.

Professional Employment Organizations

Professional Employment Organizations (PEOs) are companies that provide human resources, payroll, and benefits administration services to client companies, while also taking on certain legal and administrative responsibilities as the employer of record.

Professional Outsourcing

The Professional Outsourcing option allows clients to outsource experienced professionals required by the project. Sample standard roles, typically licensed professionals, you can outsource are the following:
  • Senior CPAs, CPAs, Staff Accountants, and Accounting Technologists
  • Real Estate Title and Escrow Specialists
  • Information Technology/Web Developers and Administrators
  • Nurses and Healthcare Claims Processors
  • HR Professionals
  • and More

Project Managers

Project Managers keep clients in the loop with scheduled process updates from initial project development to implementation to ensure the project adheres to the client’s scope, resources and materials, budget, and timeline. Partner with Connext Global Solutions to build your dedicated offshore team.

Project-Based Outsourcing

The Project-Based model is when the outsourced software development team handles the management and deployment of the product. In this model, the entirety of the agreed project is managed by the outsourced software development team from start to finish.

Property Management Outsourcing

Property Management Outsourcing is contracting property management services to a third-party provider to handle different aspects of the business such as providing maintenance calls, property listings, applications requests, scheduled viewings, and outbound calling services.Other Property Management Administrative and Operations businesses can outsource are:
  • Lead Generation
  • Tenant Follow Up
  • Property Valuation
  • Listing Updates
  • Assisting move outs
  • Managing rental listing
  • Processing invoices
  • Maintenance requests
  • Application process
  • Access management
  • Late rent charges
  • General Inquiries
  • Tenant compliance problems
  • Complaints management
  • Accounting and Billing Questions
  • Utility management
  • Payment refunds and disputes
  • Owner communication
  • Maintenance invoices
  • Vendor management
  • Applications
  • Lease and Tenant management
  • Lease renewal
  • Lease adjustments/requests
  • Maintenance call requests

Q

Quality

Quality is self-explanatory but requires some thought to use as a management tool. High productivity is of no value without acceptable quality, which is generally expressed as a percentage. For example, 99.5 % of orders were entered correctly. However, quality generally drives cost, so it is important that quality targets are realistic and consistent with the company’s strategy. Other Similar Terms:
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Quality Assurance Analyst

Quality Assurance Analysts is a professional who ensure operations meet the required performance standards, identify areas for improvement, and ensure compliance with industry standards. They ensure efficiency and accuracy by providing process such as recording metrics, checklists, and so on regarding issues encountered in the insurance process.

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Real Estate Outsourcing Philippines

Real estate outsourcing in the Philippines is a popular practice for businesses seeking to streamline their operations, reduce costs, and improve efficiency. The Philippines has a large pool of talented professionals who are experienced in real estate outsourcing services, including property management, marketing, sales, research, and administrative tasks. Outsourcing real estate services to the Philippines can offer several benefits to businesses, including cost savings, access to a skilled workforce, and scalability. Real estate outsourcing can also help businesses focus on their core operations while leaving the non-core functions to experts who can handle them more efficiently. To outsource real estate services to the Philippines, businesses can search for reputable outsourcing providers that have a track record of delivering high-quality services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results. Examples of real estate outsourcing services that can be outsourced to the Philippines include lead generation, property listings management, social media management, website design and development, virtual tours, administrative support, and more.

Recruiting

Recruiting Phase is the second phase in the process in the Connext Process. Recruiting involves the Connext recruiting team actively sourcing the talent required by the client. Connext uses a multi-tiered recruitment process that filters out poor candidates and ensures that the client is getting the highest level of talent for the required position. The process is as follows: Initial Screening: Recruiter takes in resumes and screens for basic qualifications and requirements Assessment: If resume fits specifications, applicant will take two written tests, general aptitude and character, and one, artificial intelligence driven, verbal test to assess English proficiency. Background check accompanies all other tests. Operations Interview: Employee has standardized interview with Connext operations manager to assess overall proficiency and fit. Client Interview:Client has the option for final interview of the employee to make the final decision. We give the client the option however, we highly recommend it. It is incredibly helpful for the client to be able to listen to, interact with, and question their potential employee to ensure the best fit.

Revenue Operations Consultant

A revenue operations consultant is hired to optimize spend on aspects that can increase the revenue of a company. The professional provides analysis and evaluation of revenue goals and identifying and recommending profitable solutions for revenue operations such as sales, marketing, and customer service. The goal of hiring a revenue operations specialist is to understand how to create a more efficient revenue operations process and bring increased revenue growth. Offshore services to Connext Global Solutions today.

Robotic Process Automation

Robotic Process Automation is an intelligent software technology that executes and automates business processes and tasks that capture and interpret, emulate and integrate the actions of a human interacting within digital systems.

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Sales Support

Outsourced Sales Support provide outbound calling services to qualified leads. This includes reaching out to leads through electronic mail, fax, chat, video and other forms of direct interaction. Outsourced sales agents are responsible in making outbound calls for growing the customer base and closing deals. Other specific functions that you can outsource are follow-ups, quoting, and other outbound services.

SEO Outsourcing Philippines

SEO outsourcing in the Philippines is a popular practice for businesses seeking to improve their website's search engine rankings and increase online visibility. The Philippines has a large pool of skilled SEO professionals who are experienced in optimizing websites for search engines and improving their online presence. Outsourcing SEO services to the Philippines can offer several benefits to businesses, including cost savings, access to a talented workforce, and scalability. SEO outsourcing can also help businesses achieve better results in a shorter time frame, as SEO experts can focus on optimizing the website while the business focuses on its core operations. To outsource SEO services to the Philippines, businesses can search for reputable outsourcing providers that have a track record of delivering high-quality services. It is essential to conduct thorough research, check their portfolio, and ask for references before finalizing the outsourcing partnership. Effective communication and collaboration between the business and outsourcing partner are also crucial for achieving the desired results. Examples of SEO services that can be outsourced to the Philippines include keyword research, on-page optimization, link building, local SEO, content marketing, and more. The outsourcing provider can also customize their services to meet the specific needs and requirements of the business, such as targeting specific geographic locations or industries.

Service Delivery

Partner delivers a service to the client, billed on a per unit basis. Examples: Monitoring security systems, monthly fixed charge accounting, payroll services, reservation services, janitorial services, etc.
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Service Delivery Manager

A service delivery manager acts as the dedicated point of contact of the client and is responsible in overseeing and managing the daily operations of the offshore team. The dedicated service delivery manager conducts performance reviews, provides real-time quality monitoring and feedback sessions, provides employee motivation, ensures accuracy and quality of work of the team, and sets timelines to achieve goals.

Service Desk Specialist

You can delegate customer support to Service Desk Specialists to handle customer-facing requests, inbound calls regarding concerns and issue resolutions such as technical solution implementations, life cycle, subscriptions, software systems and program configurations.

Service Level Agreement (SLA)

The Service Level Agreement (SLA) is the contract enumerating the agreement, scope of services, and responsibilities agreed upon between a service provider and the client.

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SOC 2 Certification

SOC 2 is a detailed audit report that provides information on and certifies an organizations security, availability, processing, integrity, confidentiality, and privacy controls.

With a SOC 2 certification in place, Connext can now provide the upmost confidence to our clients, especially those in financial services, healthcare, insurance, and any other industry where information security is critical.

The 6 month certification process took significant effort from everyone on the Connext team and led to new and improved security and privacy processes across the organization.

Software Developer

Software Developers provide technical support, identify key product features and can work with your in-house software development team and other software experts to set specifications for new software and design/build software based on product specifications. Before the product launch, they perform unit and integration testing to ensure the software adheres to client specifications. Software developers also provide proper troubleshooting and innovative solutions.

Staff Augmentation

Partner provides staff that work under direction of the client, billed on an hourly or FTE basis. Examples:
  1. Contract employees, temp labor, offshore or offsite dedicated staff support such as virtual assistant or virtual staff, most legal work
  2. Captive organization is ultimately a form of staff augmentation although transfer pricing may be via a different model

Staff Leasing in the Philippines

Staff Leasing in the Philippines, also known as "outsourcing" or "contract staffing," is a business practice in which a company hires employees through a third-party provider who then leases the employees to the company for a contracted period of time. The third-party provider, also known as a "service provider," is responsible for recruiting, hiring, and managing the leased employees, while the client company is responsible for providing work assignments and managing the day-to-day activities of the leased employees. Staff leasing allows companies to reduce costs, increase flexibility, and focus on their core business activities, while also providing employment opportunities for leased employees. Under Philippine labor laws, leased employees are entitled to certain benefits and protections, including minimum wage, social security contributions, and other benefits such as leave credits and overtime pay. The service provider is responsible for ensuring that leased employees receive these benefits and protections, and for complying with all labor laws and regulations. Overall, Staff Leasing in the Philippines is a legal and widely accepted business practice that provides benefits for both client companies and leased employees, but it requires careful management and compliance with labor laws and regulations to ensure fair and equitable treatment for all parties involved.

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Team Leads/Supervisors

Team leaders provide overall support to their team members. They are responsible in overseeing and monitoring the day-to-day functions and daily operations of the team. They therefore need to have the ability to identify objectives, problems, analyze and interpret data, draw valid conclusions, and make sound decisions. Also, the team leader assists the team members on workflow processes and ensures timely, accurate, and efficient processing of tasks given by the client.

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Technical Support

Technical Issues may still be encountered by customers even after well-designed product deployment, and software QA methodologies. 24/7 Technical Support is required for businesses to properly assist and provide technical troubleshooting for customers’ technical needs and demands. Technical Support teams provide timely customized support for each interaction. Outsourced Technical Support have up-to-date knowledge and training of functionalities of software and systems and can provide timely customized support on technical or software application concerns. A dedicated team is required for businesses to properly assist and provide technical support for customers’ needs and demands. Connext Global Solutions sources and trains the right people for your business. Technical Support Agents undergo a structured and effective training with Connext and the client to know and properly understand the product and features.

Telemarketing

Telemarketing is the practice of outbound calling, also called “cold calling” and emailing the product and service pitch or offer to prospects and qualified leads. This practice of reaching out is done for the purpose of building brand and product awareness to qualified audiences, and for lead engagement.

Transaction Processing

Transaction Processing is the management of data uploaded in internal processing systems. This includes the input upon receipt, status update, verification and, proofreading of upcoming relevant data. Ensure data accuracy with expert processing

Transaction Processors

Transaction Processors are responsible for reviewing and entering new sales into the internal database. They also read and interpret data on scanned contracts/instructions and any other supporting documents and send out electronic copies of the order documents to clients and other parties involved. They regularly track, review and update the order and other documents or agreements if required.

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Underwriters

Underwriting support specialists, or underwriters, are responsible with managing high volume insurance applications. They properly evaluate insurance applications, determine the level of risks involved, and approve or deny insurance coverages. By outsourcing the underwriting process to a trusted BPO provider, companies save time and resources while maintaining the accuracy and quality of underwriting functions.

Utilization

Utilization is a simple metric that shows how your employees spend their time. It is generally expressed as a percentage, e.g. 98% utilized. It tells management how much employees are working and allows for adjustments to ensure that the right employees are working the right number of hours and on the right tasks.

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Virtual Assistant

Virtual Assistants provide data entry, back-office and clerical support such as real-time support on administrative projects and deliver high-quality work under minimum supervision such as addressing/responding to administrative inquiries and/or phone calls, scheduling meetings, managing corporate schedules, making travel plans and issuing invoices, payment posting, data entry, bookkeeping, working to prioritize a client’s schedule, and various other computer tasks, such as answering emails, managing a contact list, preparing customer spreadsheets and keeping online records, organizing managers’ calendars, and typing memos or screening emails. In some outsourcing roles, duties of a virtual assistant may include conducting research, market research, creating presentations copywriting, graphic design, social media management, document research, project management, and making travel arrangements and accommodations.

Virtual Captive

A virtual captive center is a local, third-party vendor, typically located offshore, contracted to provide services and business process support for a company. Connext Global Solutions is a virtual captive center that provides offshore staffing solutions, white-glove account management and unparalleled support. The Virtual Captive model of Connext Global Solutions allows staffing augmentation of clients by hiring, building, training, manage, implementing staff or offshore teams. Designed with a lower cost structure than typical outsourcing model, the virtual model enables client growth with more visibility and operational control over business process and talent acquisition, management and training, complete visibility of productivity, utilization, and quality, quality Assurance metrics tailored to meet client specifications, scale team up or down as client sees fit, more work up front, better long-term product, flexible agreement terms for adaptability, potential to invest or have stake in company as client grows The Virtual Captive Model also allows accessibility to executive and management team, captures the value of team growing experience and basic capabilities.

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Web Developer

Web Developers provide website build, innovative design features and website layout. They also provide consistent monitoring and updates in all aspects of website and application design. Basic competencies of web developers include proficiency in JavaScript, HTML, CSS, and have solid knowledge and experience in programming applications.

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