CallRail helps ClimatePro understand their marketing and win more customers

by

CallRail
August 15, 2022

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ClimatePro is a window film and security products company located in the Bay Area of California. For their customers, window tinting helps reduce energy bills, enhance security, and prevent sun damage to their belongings in their offices or homes.

We recently had a chance to chat with Brett Torrey Haynes, ClimatePro’s Marketing Manager, who shared his experiences using CallRail to analyze and optimize his company’s marketing efforts.

“CallRail helps us track how our customers are finding us”

Like many businesses that operate on a local scale, ClimatePro uses a mix of digital and out-of-home marketing. Their Google Business Profile is a major source of leads, as well as their Yelp review page and their service trucks in the field.

Unique tracking numbers for each marketing source are crucial to learning how customers find ClimatePro. Customer service representatives no longer have to ask each caller, “How did you learn about us?” Brett can quickly and easily see which tracking number a caller used to reach out, then get a bird’s eye view of which marketing sources are performing better than others — and which have the best cost-per-lead ratio.

“With so much of our marketing efforts focused on digital, CallRail gives us the ability to track how our customers find us. That includes everything from digital ads on Google Search and Yelp, even our trucks have different numbers thanks to CallRail.”

“CallRail is easy to adopt”

Many small businesses are paralyzed by the idea of learning a new piece of technology or incurring a new expense. But Brett will be the first to tell them — CallRail is easy and essential. (And it pays for itself by revealing the best spending strategy for your marketing budget.)

“Fear of learning something new tends to stand in the way of a lot of businesses. CallRail is one of those things where you adopt it and you realize it’s easy and it’s necessary. And it opens a world of possibilities for you.

“I get a new platform, I add a CallRail number, and then I sit back and see how effective the ad platform is.”

“CallRail helps us have better customer conversations”

Marketing is only one aspect of winning more business. Once a lead calls, it’s equally critical to have smart, informative conversations that convert.

With CallRail, Brett and his team can review call recordings to determine why certain deals are won or lost. Was the customer a good fit? Did the company representative do a good job delivering the talk track? Does the talk track simply need to be tweaked?

“We have a second division of our company called VisualPro. We received a call and it became obvious to us that our customer service team was not as adept at explaining to the customer exactly what VisualPro is,” Brett explained.

“We recognized from listening to the call that our very capable customer service rep just did not have enough knowledge to answer the question adequately. It was simply a matter of filling in the details for her and the rest of her team.”

Use CallRail to understand your marketing and win more customers

Ready to see for yourself? You can try CallRail’s entire platform for 14 days, completely free. And Brett would absolutely recommend that you do.

“If you wanna know where people are finding you and you wanna know where to focus your attention, then having something like CallRail at your disposal is great.”

Meet the author

CallRail
Serving more than 200,000 companies worldwide, CallRail is the AI-powered lead intelligence platform that makes it easy for businesses of all sizes to market with confidence.