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Your 4 Step Guide to Choosing a Call Tracking Vendor

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We get it. You typed ‘call tracking’ into your search engine of choice and just like that you were inundated with more options than you knew what to do with. Your business (or client) has a very particular set of needs, and you want a call tracking vendor that meets those needs. So what’s a data-driven marketer to do?

CallRail’s Demand Generation Manager, Ashley Coleman and Content Marketing Manager, Erica Hawkins are giving you the ultimate guide to choosing a call tracking vendor - from initial research to the final swipe of your card.

Four Reasons You'll Want to View this Presentation:
1. Learn what to prepare before you get on the phone with an analytics vendor.
2. Identify the features that you'll need and the features you'll want.
3. Personalize your research approach for your business.
4. See what to investigate online before swiping your card.

Published in: Marketing
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Your 4 Step Guide to Choosing a Call Tracking Vendor

  1. 1. Your 4 Step Guide to Choosing a Call Tracking VendorEvaluating & Choosing The Right Analytics Vendor for Your Business
  2. 2. Ashley ColemanErica Hawkins Demand Generation ManagerContent Marketing Manager @i_am_coleman@ericahawkinsatl
  3. 3. Why Call Analytics? The number of calls driven to businesses from all mobile ads and web will grow from 93 billion this year to 160 billion by 2019. - BIA/Kelsey 3 2019 2016
  4. 4. 1. PREPARE 2. IDENTIFY 3. PERSONALI ZE 4
  5. 5. 1. PREPARE BEFORE YOU GET ON THE PHONE 5
  6. 6. PREPARE 6 How Many Website Visitors You Have? What Do You Want to Track? Local, Toll Free Your Own Number
  7. 7. 7 Questions You Should Ask • What is included in the base package and what are considered add on features? • Do you have any tools in place to protect businesses who share sensitive information over the phone? • How do you prevent call spam?
  8. 8. 2. IDENTIFY FEATURES YOU NEED & WANT 8
  9. 9. Features You’ll Need • Free Trial • Quick & Easy Setup Up • No contract • Call Recording • Dynamic Number Insertion 9
  10. 10. Features You’ll Want 10 • Instant notifications • Outbound tracking for lead response • In-depth information on callers • Multichannel Attribution
  11. 11. Powerful Reporting • Calls by Day and Time • Unique Callers • First time callers • Calls by Keyword • Calls by Landing Page • Custom Reports & Easy Export 11
  12. 12. 3. PERSONALIZE YOUR APPROACH 12
  13. 13. 13 WHAT DOES YOUR MARTECH STACK LOOK LIKE?
  14. 14. RECOMMENDED INTEGRATIONS 14
  15. 15. RECOMMENDED INTEGRATIONS 15 • CRM • Marketing Automation • Webhooks & API
  16. 16. CALL TRACKING FOR AGENCIES 16
  17. 17. CALL TRACKING FOR AGENCIES 17 White label Implementation cost
  18. 18. 4. INVESTIGATE CUSTOMER TESTIMONIES 18
  19. 19. CASE STUDIES • What metrics are they able to change? • Did they lower ad spend? • Did they boost revenue? • How did it impact the bottom line? 19
  20. 20. SOFTWARE REVIEW PLATFORMS 20 • See what customers are saying • G2 Crowd Yelp for software • Compare Usability, Support, Product
  21. 21. 21 ASK YOUR NETWORK OF PEERS
  22. 22. 22 QUESTIONS?

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