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.

1. Your 4 Step Guide to
Choosing a Call Tracking
VendorEvaluating & Choosing The Right
Analytics Vendor for Your Business

2. Ashley ColemanErica Hawkins
Demand Generation ManagerContent Marketing Manager
@i_am_coleman@ericahawkinsatl

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. 1. PREPARE
2. IDENTIFY
3. PERSONALI
ZE
4

5. 1. PREPARE
BEFORE YOU
GET ON THE
PHONE
5

6. PREPARE
6
How Many Website
Visitors You Have?
What Do You
Want to
Track?
Local, Toll Free
Your Own Number

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. 2. IDENTIFY
FEATURES YOU
NEED & WANT
8

9. Features You’ll
Need
• Free Trial
• Quick & Easy Setup Up
• No contract
• Call Recording
• Dynamic Number Insertion
9

10. Features You’ll Want
10
• Instant notifications
• Outbound tracking for
lead response
• In-depth information on
callers
• Multichannel Attribution

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. 3. PERSONALIZE
YOUR
APPROACH
12

13. 13
WHAT DOES YOUR
MARTECH STACK LOOK LIKE?

14. RECOMMENDED
INTEGRATIONS
14

15. RECOMMENDED
INTEGRATIONS
15
• CRM
• Marketing Automation
• Webhooks & API

16. CALL TRACKING FOR AGENCIES
16

17. CALL TRACKING FOR
AGENCIES
17
White label Implementation cost

18. 4. INVESTIGATE
CUSTOMER
TESTIMONIES
18

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. SOFTWARE REVIEW
PLATFORMS
20
• See what customers are
saying
• G2 Crowd Yelp for software
• Compare Usability, Support,
Product

21. 21
ASK YOUR NETWORK OF PEERS

22. 22
QUESTIONS?