Almost every business says they prioritize converting leads to customers and ensuring an excellent customer experience. But walking the talk can be a lot harder in real life.
It’s easy for staff to get overwhelmed by a steady stream of calls while also focusing on delivering your services. This means some lead calls might go unanswered or a sticky note to follow up with a lead or customer might get lost in the shuffle. Your staff might also need more training in how to answer calls so that leads and customers feel well taken care of.
This is where AI-powered tools like Convert Assist and Premium Conversation Intelligence™ can help. Although these tools serve different purposes, they complement each other perfectly, helping businesses not only follow up with leads more effectively but also understand the nuances of customer conversations in more detail to improve the customer experience.
Here’s a look at how Convert Assist and Premium Conversation Intelligence's features work together to elevate your sales and customer service efforts.
Convert more leads effortlessly with Convert Assist
Convert Assist is an innovative solution built around AI capabilities that were initially developed within CallRail Labs. Designed for small to midsize businesses and the agencies that serve them, Convert Assist is an easy-to-use, near-real-time solution that turns your conversations with leads and customers into actionable and automated follow-ups.
By providing clear next steps for each lead, a ready-to-use follow-up message, and conversation-specific coaching, Convert Assist helps businesses quickly get back to leads and improve lead-to-sale conversions. With Convert Assist, your business can work smarter, not harder, ensuring that no lead is left behind and every customer interaction is optimized for success.
Unlock the data within your calls with Premium Conversation Intelligence
CallRail’s Premium Conversation Intelligence helps save time and simplifies sales and customer service processes by analyzing all your calls and providing AI-generated call summaries, transcriptions, and sentiment analysis. These features turn your conversations with leads and customers into actionable insights, helping you identify pain points and opportunities faster.
With accurate transcriptions and concise summaries auto-generated, you save time and can quickly understand the key points of each call without sifting through lengthy recordings. The sentiment analysis feature highlights calls that need immediate attention, ensuring you can address any issues promptly and keep your leads and customers happy with better service and more meaningful conversations.
How Premium Conversation Intelligence users are benefitting
- 10% increase in leads from improved marketing
- 50% less time spent reviewing and analyzing calls
- 60% less time spent qualifying leads
Gain strategic marketing insights and improve your day-to-day efficiency
When combined, Convert Assist and Premium Conversation Intelligence provide a comprehensive solution that enhances your sales and customer service efforts. These tools streamline your follow-up process, offer deeper insights into customer interactions, and ensure your team delivers exceptional service at every touchpoint.
Streamline follow-up and gain deeper insights
When a lead’s call comes in, your business can use Convert Assist to set up an action plan that might include steps such as:
- Check a team member’s schedule for appointment availability
- Call the lead or customer back to confirm the appointment
- Email the lead or customer with the relevant consultation details or paperwork
Convert Assist further speeds up the follow-up process by using AI to draft a personalized email or text based on the action plan and your conversation with a customer.
This might look like:
At the same time, using Premium Conversation Intelligence, you can dive deeper into the details of the call to see the sentiment, summary, or transcript of the call. These insights could help inform your follow-up efforts. For instance, Premium Conversation Intelligence’s AI-powered self-reported attribution may identify that the call is really a direct referral from a loyal customer even though they used your Google My Business number when calling. You can then highlight this relationship between the customer and the lead in your follow-up responses, making the interactions feel more personable.
Improve call performance with combined feedback
Not every call goes well, but if you can identify calls where customers are getting frustrated, you can use Convert Assist's call coaching feature to provide personalized feedback on what the rep did right and areas for improvement.
Together, these tools help sales teams understand where they went wrong, allowing for swift corrective action and better preparation for future calls. This dual approach not only boosts individual performance but also enhances overall customer satisfaction by ensuring more positive interactions.
Enhance lead qualification and prioritization
Another application for this powerful duo of tools is to use Convert Assist to create your action plans and draft follow-up messages while using Premium Conversation Intelligence to automatically transcribe and analyze all inbound calls, tagging high-value keywords and scoring leads based on their conversation content.
This allows you to determine which leads are most promising, so you can prioritize the action plans and follow-ups with those leads or customers first. As a result, your business can focus your busy team’s time on leads and customers most likely to convert, reducing wasted time and increasing overall efficiency.
Drive better sales and service outcomes
Ready to take your sales and customer service to the next level? Experience the combined power of Convert Assist™ and Premium Conversation Intelligence™ and see how it can help save time, drive better sales outcomes, and deliver better customer experiences.
Learn more about Convert Assist and Premium Conversation Intelligence.
