On any given day, you are likely juggling multiple tasks and applications for your business. In addition to other admin tasks, you also have to manage marketing campaigns in marketing automation platforms, track leads in a customer relationship management (CRM) system, and decipher website analytics with tools like Google Ads. Unfortunately, the time and stress of toggling between all these applications can add up.
Over the course of a year, all this application switching can add up to five working weeks or 9% of annual time at work. One way to claw back a lot of that time is through integrations – and integrating CallRail with your other software tools, like Google My Business, Google Ads, Google Analytics, Hubspot, and Facebook, is a great place to start. Not only are CallRail integrations free and save you toggling time, but they also make other aspects of your work easier and more efficient. For instance, CallRail also has integrations with industry-specific integrations like MyCase and Clio for the Legal industry and Housecall Pro for the Home Services industry.
90% of customers agree:
CallRail’s integrations increase business efficiency and save time.
*Source: Survey of 108 CallRail users
5 ways CallRail integrations add value
By integrating CallRail with other marketing and sales tools your business uses, it becomes much easier to track and analyze call data alongside other key marketing metrics. It also gives you a more comprehensive view of who’s calling and what lead sources they’re calling from, which allows you to make more informed decisions, optimize your marketing strategies, and improve the overall efficiency of your sales and marketing processes.
1. More efficient data analysis
To get a comprehensive view of the customer, you need to consolidate marketing and sales data. When data from ad platforms, website analytics, and call tracking all exist in separate silos, this can become a time-consuming and error-prone task that requires switching between multiple platforms and manually stitching data together.
However, when call tracking data is integrated with your data analytics platform, like Google Analytics, you’ll not only have a more complete way to report and analyze call data, but you’ll get more insight into visitor interactions than ever before. Your call tracking data can be viewed alongside other granular visitor events and you can build custom reports based on tags, call duration, and qualified leads.
CallRail and Google Analytics integration
Integrating CallRail with Google Analytics provides deeper insights into website behavior and the ability to track how online interactions contribute to phone call conversions. The integration allows you to:
- Get a holistic view of what behaviors drive online visitors to call by viewing call tracking data alongside other online and offline data.
- Customize your metrics and analytics and tailor reports to the needs of your business.
- See a caller’s website activity before and after calling you to get a clearer understanding of caller behavior and the impact of each marketing campaign.
- Create customized marketing reports using information from all the channels and sources you want to track, including phone calls, CRM data, and other offline and online sources.
- Follow a user’s journey across devices, allowing you to attribute activity on multiple devices to one individual user and get insight into how different devices impact call behavior.
2. Greater marketing optimization
When call tracking data, which holds a treasure trove of insights into customer interactions, is siloed from other critical marketing metrics, it hampers the holistic assessment of campaign performance. And without a holistic view, it’s hard to fully optimize your marketing and campaign strategies.
By integrating call tracking data with other marketing and sales tools, like your CRM or ad platforms, you can optimize your marketing strategies because you’ll have much better insight into what’s working best. As a result, marketing campaigns are more effective and efficient.
For example, by integrating its client’s CallRail data with Salesforce CRM data, All Points Digital was able to unlock all sorts of new ways to help its clients optimize their marketing. “Our clients are able to figure out what the advertising cost is on average for them to land at different types of jobs, which they weren’t able to do before and have a better understanding of customer lifetime return on investment,” says Jamie Mazur, Online Marketing Director and Founding Partner of All Points Digital.
CallRail and CRM integrations
Integration with a CRM, such as Salesforce or HubSpot, allows for seamless tracking of leads and customer interactions, enabling more personalized and data-driven sales and marketing efforts. By connecting CallRail and your CRM, you can:
- Measure the true ROI of each advertising marketing campaign so you can better optimize future campaigns.
- Evaluate phone call leads for a better idea of which marketing activities are truly driving sales.
- Arm your sales team with the data they need to convert leads faster.
3. More streamlined operations
Another benefit of integrating CallRail with other marketing and sales tools you use is to simplify and automate how you get work done. By integrating CallRail with tools such as your marketing automation platform, you can automate processes like lead management and data transfers. This leads to increased efficiency and reduces manual work.
For All Points Digital, automating ad campaign reporting has helped streamline processes by making it faster and easier to see when a lead comes in because of a specific Google Ads campaign. All Points Digital has also automated the call-back process for one of their home service clients. Using CallRail’s outbound calling API, sales liaisons can see how quickly a tech calls back.
CallRail and marketing platform integrations
Tools like Marketo, HubSpot Marketing Hub, or ActiveCampaign can help automate marketing campaigns and lead nurturing processes by leveraging Call Tracking data to optimize targeting. This allows you to:
- Simplify lead management with automatic lead and activity creation from phone calls.
- Easily track contact engagement through phone calls and view attribution information from all sources.
- Automate nurturing and customer journey communications for callers through emails, text messages, and some ad platforms.
- Automatically eliminate duplicate contacts when caller information is combined with web tracking.
4. Centralized data
Data silos are one of the biggest issues organizations face with their data. One recent study noted that data silos cause employees to spend 12 hours a week chasing down data. Integrating CallRail with other tools you use helps to eliminate data silos while centralizing information. Having all data in a centralized location makes it easier to access and manage data, which is crucial for reporting, compliance, and business operations.
This has been especially true for Legacy Legal Care. They found that by integrating CallRail with other software they use, they can not only work more efficiently, but it has made compiling data from multiple sources much more efficient.
“Having the option to integrate CallRail with the other software we use throughout the company has helped us work more efficiently and shift time to other projects. It has made weekly and monthly reporting a breeze, whereas it was a complete mess previously trying to compile data from multiple sources. The setup of integrating with other platforms was super easy!”
-Adam Hundley, Director, Your Legacy Legal Care
CallRail and data visualization integrations
CallRail’s integration with tools like Google Looker Studio and NinjaCat allows you to create custom reports and dashboards. This provides a more comprehensive view of call tracking data alongside other business metrics and gives you the ability to:
- Connect all data sources into a single platform to build and automate reports.
- Eliminate manual data wrangling and management, accelerating time to insights.
- Create custom, visual reporting for phone calls using CallRail’s Attribution Report or your own custom metrics.
- Pair your call data with other third-party sources, including Google Analytics and Ads.
5. Increased scalability
As your business grows, integrating CallRail with other tools can help you to scale more `efficiently. When the tools you use every day for marketing and sales are connected, you can accommodate increased call volume and data management needs. And the more you’re able to scale, the more your bottom line benefits.
“For a small business, seamless data integration is crucial for managing efficient and effective workflows. Incorporating CallRail into our systems portfolio has played a vital role in shaping strategies that directly affect the growth and profitability of our business.”
-Jeffrey Hinson, IT Vice President, Southend Reclaimed
CallRail and ad platform integrations
By focusing on the campaigns that are most likely to generate new customers for your business, you can not only optimize campaigns and allocate budgets but also scale your business. Integration with advertising platforms like Google Ads or Facebook Ads allows you to:
- Know which ad campaigns are driving phone calls, ensuring you focus on the campaigns generating the most calls.
- Track phone calls from Google Ads PPC at the source, campaign ad, group, and keyword level for a granular understanding of how campaigns are performing.
- Identify your most effective landing pages for generating phone call leads.
Simplify your tech stack while boosting your sales
Integrating the technologies you use most with your call tracking data not only reduces the time you have to spend jumping from one application to another but also makes it easier and more efficient to run your business. You can spend more time on your core focus and improving marketing campaigns and a lot less time manually trying to connect the dots between your call data and other marketing metrics.
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