What is CallRail? Before I get into that let me ask you: Have you ever wondered where people who call you to inquire about your products or services really got your number from? What ad did they see? Where did they see it? What advertising investments are actually working for your business and how? These are some of the most common questions that I get when I talk about marketing with my clients. If you are like most business owners I know, you just want to know what you need to do to invest your money on marketing that gives you a return.
I get it. I want you to have peace of mind when you invest in marketing and that is why time and time again I have found myself studying the latest tools on that market for business owners. When it comes to data and insights on marketing campaign results for businesses that want potential customers to call them, my go-to is Callrail. While I have tried a fair share of phone systems on the market place like ooma and ringcentral, I have found that regular systems are lacking in that they simply do not provide the most critical asset yielded from the calls you have with your clients: Data!
I recommend Callrail as the ideal solution to a lot of companies because it has a variety of feature that are useful for any business. It is a phone tracking system that houses all your calls, similar to Google Voice, except you can have fifty, sixty, or even hundreds of numbers on it. Unlike Google Voice and other simple call forwarding solutions, it also captures data on all of your phone calls from direct mail, traditional media, PPC or other marketing campaigns. It will tell you exactly where the calls are coming from, how long they lasted, allow you to tag qualified vs unqualified leads and more. One of my favorite reporting features is the ability to see details like specific keywords that were searched, ads that were clicked and website pages that were visited before customers called.
CallRail also handles outbound calls so if you lose a call and want to set up a meeting or just check on that opportunity you will be able to do it in an instant, using the same phone number that your customer used to call you. It also records all your calls so you can easily listen to recordings of any previous calls from that customer before you reach back out. You can also use features like custom tags to track information that will help you follow-up. There is even a notes section you can next to each call to keep important notes. Use the notes section if there is something important you need to remember about any given call.
One of the many features that I value being the data geek that I am is that CallRail allows my clients to collect and analyze patterns in call trends. You can sort calls by tracking number, by specific dates and look for patterns in call volume by source based on a variety of factors. You don’t have to wonder if the money you have spent on marketing efforts like TV commercials, flyers, your website or even Google Ads is paying off. You will have data that will show you how your customers interacted with one or more of your marketing initiatives.
The insights from CallRail will give you the insights that you need to enhance your client’s experience of your brand, making it easier to sell them whatever it is that you are offering them. For instance, if you notice that there is a significant amount of volume of calls from a specific geographic area and catch a pattern of chatter from those callers about a certain interest, you can adjust your messaging for your marketing in those geographies. If you want to make intelligent marketing investments based on data and numbers – not speculation, having a tool like CallRail is very valuable. Making data driven decisions in your marketing can save you a lot of time and money and spare you the head ache of wasting ad dollars on marketing that doesn’t work.