CallRail launches integration with Microsoft Teams that boosts speed to lead response and conversion

by

Kate McGaughey
May 11, 2023

Today, CallRail, the lead intelligence platform that helps businesses market with confidence, launched a conversion-boosting integration with the Microsoft Teams communications platform. Now, CallRail alerts for incoming calls, texts, or form submissions can appear within the Microsoft Teams workspace, without switching apps. Customizing and filtering notifications ensures high-value and time-sensitive leads get the immediate attention they require.

As businesses spend precious marketing dollars and time to drive quality prospects, accelerating speed to lead responses is crucial: 78% of customers buy from the first business that replies. The new Microsoft Teams integration immediately alerts teams when high-value leads reach out, enabling rapid response and a greater likelihood of conversion to customer. 

Integration features include:

  • Automatic notifications of new calls, texts, or form submissions so fewer leads are missed.
  • Notifications teams can match to marketing campaigns so they know the source of every lead before they talk to them.
  • Ability to reply to SMS texts directly within Microsoft Teams so businesses can quickly respond to leads without switching between platforms.
  • Delivery of daily or weekly performance summaries so managers and business owners can see trends at-a-glance within Microsoft Teams (like changes in call volume and missed calls) and identify opportunities for coaching or training.

“Businesses have multiple priorities competing for their time and attention. By immediately knowing when a lead contacts their business and how often they miss calls, they’re able to expedite lead response for better conversion rates. CallRail’s Microsoft Teams integration is the latest addition to our ecosystem that not only helps businesses quickly and effectively communicate with leads, but eliminates the need to switch between Microsoft Teams and CallRail to gather relevant information,” said Laura Lawrie, Principal Product Manager, Integrations at CallRail. 

Marketers and frontline managers rely on CallRail to attribute calls, texts, chats, and form submissions to the campaigns that drove them and trust industry-leading AI tools to surface insights from the communications. The Microsoft Teams integration delivers access to the intelligence they need where and when it’s most relevant.

CallRail previously launched a similar integration with Slack, another workforce collaboration platform that sends customers automatic lead notifications and access to daily performance summaries within the workspace. Today, nearly 2,000 customers rely on it for reports and insights into lead activity, including total calls and missed calls in a day. 

About CallRail

CallRail is the lead intelligence platform that makes it easy for businesses of all sizes to market with confidence. Serving more than 200,000 companies worldwide, CallRail’s solutions help businesses track and attribute each lead to their marketing journey, capture and manage every call, text, chat, and form, and use AI-powered insights to optimize their marketing.

Founded in 2011, CallRail has grown its award-winning platform from G2 top-rated inbound call tracking software to include form tracking, AI-driven conversation intelligence, and business communications products. Fitting seamlessly into existing workflows, CallRail integrates with leading marketing and sales software including HubSpot, Facebook, Salesforce, and Google Ads and Analytics.

Additionally, CallRail’s Partner Program offers affiliate, agency, and technology partnership opportunities, helping businesses earn, grow, and build with CallRail. CallRail makes it easier for its partners to expand services, attract customers with greater lifetime value, and share revenue from referral sales.

CallRail has been featured on the Inc. 5000 fastest-growing companies and Deloitte Tech Fast 500 lists for multiple consecutive years. The Atlanta-based company is powered by more than 300 employees committed to delivering incredible products. They’ve earned CallRail spots on Inc. Magazine’s 2018, 2019, 2021, 2022, and 2023 Best Places to Work list as well as the Forbes Best Startup Employers list in 2020. For more information or to view a demo of the platform, visit https://www.callrail.com.