Our client is one of the best digital marketing agencies in Phoenix with decades of experience and valuable insights, which makes them a trusted advisor for companies engaged in B2B sales. They offer digital marketing services that encompass the dynamic landscape of internet marketing.
The client wanted to leverage CallRail’s call tracking capabilities and integrate this data seamlessly into Salesforce. The goal was to gain deeper insights into customer interactions, optimize marketing strategies, and improve lead management based on call analytics.
The successful integration of CallRail with Salesforce empowered the client with a consolidated view of call analytics within their CRM.
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Incomplete visibility into the impact of phone calls on marketing campaigns within Salesforce.
Difficulty in associating call data with specific leads or marketing initiatives due to siloed information.
Difficulties in analyzing the ROI of marketing campaigns since all the sources were not tracked properly.
Time-consuming process of manually entering call data into Salesforce, leading to potential errors and inefficiencies.
- Integrated CallRail call logs directly into Salesforce, associating calls with specific leads, campaigns, or marketing initiatives.
- Utilized Salesforce reporting tools to create custom dashboards displaying call analytics alongside other marketing metrics.
- Linked call data to specific marketing campaigns in Salesforce, enabling accurate attribution and ROI analysis.
- Configured automated workflows triggered by call data, facilitating immediate follow-up actions for leads or campaign optimizations.
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Deeper marketing insights: Comprehensive view of call analytics within Salesforce, allowing for informed decision-making and optimized marketing strategies.
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Improved data insights: The integrated data enriched customer insights, enabling more informed marketing strategies, and customer segmentation.
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Improved lead attribution: Enhanced understanding of lead sources and campaign performance through accurate call data attribution.
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Streamlined processes: Reduced manual data entry efforts, minimized errors and enhanced overall operational efficiency.
