Seamless CallRail integration with salesforce for improved lead management and marketing ROI
Challenges
1- Manual entry of call data from CallRail into Salesforce.
2- No real-time data synchronization between CallRail and Salesforce.
3- Missed business opportunities due to delayed or lost leads.
Solutions
1- Integrated CallRail with Salesforce for real-time data synchronization.
2- Automated call tracking and lead attribution within Salesforce.
3- Enhanced reporting and analytics for improved decision-making.
Results
1- 40% improvement in lead attribution accuracy.
2- 30% reduction in manual data entry efforts.
3- 25% increase in campaign ROI due to better call tracking.
4- Real-time calling data now available within Salesforce.
Our client is a leading digital marketing agency in Phoenix with decades of experience in B2B sales. They provide a full spectrum of digital marketing services, helping businesses optimize their online presence and drive higher engagement. Their expertise in data-driven marketing makes them a trusted partner for companies looking to enhance their customer outreach and conversion rates.
The client sought to leverage CallRail’s call tracking capabilities by integrating call data seamlessly into Salesforce. Their primary goal was to gain deeper insights into customer interactions, optimize marketing campaigns, and improve lead management based on real-time call analytics. However, without an integrated system, tracking call-driven leads and associating them with marketing efforts was cumbersome and inefficient.
We successfully integrated CallRail with Salesforce, enabling real-time synchronization of call data. This provided the client with a unified view of call analytics directly within their CRM, allowing for better lead tracking, automated workflows, and improved marketing performance measurement. Custom reporting dashboards were also set up to facilitate data-driven decision-making.
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- Without real-time integration, the client lacked insights into the impact of inbound calls on their marketing campaigns.
- Call information was stored separately, making it difficult to associate calls with specific leads or marketing initiatives.
- The absence of proper tracking mechanisms hindered accurate attribution of marketing spend and campaign performance.
- Call data had to be manually entered into Salesforce, leading to errors, inefficiencies, and lost opportunities.
- Integrated CallRail’s call logs directly into Salesforce, ensuring that all call data was automatically captured and linked to corresponding leads and campaigns.
- Utilized Salesforce’s reporting tools to create dashboards displaying call analytics alongside marketing performance metrics.
- Configured workflows to automatically associate call data with marketing campaigns, providing accurate ROI tracking.
- Implemented automated workflows triggered by call activity, enabling instant follow-ups and reducing lead response time.
40%
Enhanced Lead Attribution Accuracy
Improved by 40%, ensuring that all call-generated leads were accurately tracked within Salesforce.
30%
Reduced Manual Effort
Manual data entry efforts decreased by 30%, allowing sales and marketing teams to focus on higher-value tasks.
20%
Increased Campaign ROI
With better call tracking and attribution, marketing ROI improved by 25%.
30%
Reduced Manual Effort
Manual data entry efforts decreased by 30%, allowing sales and marketing teams to focus on higher-value tasks.
