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CallRail Tracking for Local Businesses

CallRail is a call tracking and marketing software program that directly integrates with all of your marketing channels, giving you full visibility into each campaigns’ performance. With CallRail’s innovative technology you can track calls, texts, forms, and chats down to the keyword level so you know exactly where your marketing dollars are most effective. Not only does their software track leads, they also offer an AI product that helps transform inbound leads into customers.

How it works:

By linking CallRail with Google Ads and your other marketing channels such as Bing, Meta, or even print, you can easily track and analyze return on ad spend. You get a detailed dashboard which you can use to set up any number of tracking lines, allowing you to know exactly which marketing effort brought in calls. You can track things from print, like newspapers or flyers, to online platforms such as Google and Bing. With the online platforms, the visibility is even greater. This is because CallRail uses integrative technology to inform you which campaign and which keyword are responsible for the lead. From there, you can determine the quality of the lead and decide whether to spend more or less on various channels/campaigns/keywords.

Another advantage of using CallRail is the ability to track any interaction customers have on your site. This means that if you are using chat or even text, these can be fully tracked in the CallRail system. You have a one-stop shop for all of your marketing related inbounds from which you can manage quality and fine tune your campaigns.

Sending the right signals

Once you are integrated with CallRail, you can fine tune exactly what leads you want to send back to your paid ads platforms. You may find that sending ALL leads or calls to Google or Bing results in inflation of quality leads.  At Rise Marketing Group, we advise our clients to have some prequalifiers before doing this. For example, you can set preferences to only send calls of a certain duration. You can also make sure you are only sending first time phone calls. That way, Google and Bing are learning what is actually bringing the most value. We recommend sending calls over 2 minutes or more and first time callers only. 

Innovated AI

CallRail keeps track of your inbound interactions by way of phone and chat tracking. Using their innovative AI called Convert Assist, you can leverage AI to analyze your phone calls, draft ready-to-send follow-up messages, provide actionable next steps, and identify areas for sales rep improvement. Additionally, CallRail’s Conversation Intelligence® creates transcripts, highlights keywords, and automatically tags and qualifies leads so your team can focus on winning the sale.

CallRail Lead Center Overview

Cloud phone system

CallRail Lead Center is the cloud phone system that helps you win more business. Lead Center connects your marketing sources to the leads who contact you. With this tool, you will have conversations that convert to customers with confidence. 

Lead Center helps you manage customer conversations in a simple team workspace for your company. One inbox rules every channel for phone calls, texts, and chat messages. You will then learn what is making your leads contact you without having to ask. Understanding which campaigns cause people to take action helps you focus your budget on the tactics that are bringing in the best quality leads, and allows your sales team to focus on the most successful channels.

CallRail Integrations

Example CallRail Integrations: DashThis, HubSpot, Google Analytics, ActiveCampaign, Google Ads, Salesforce

With CallRail, you can put marketing and conversation data across your team’s favorite apps with easy and powerful integrations. Connect your tech to CallRail and you will have the analytics necessary to make key observations, all in one place.

Some CallRail Integrations:

  • ActiveCampaign
  • DashThis
  • Google Ads
  • Google Analytics
  • HubSpot
  • Salesforce

Want to learn more about their integrations? Check out the extensive integration list to help your team integrate the best analytics for your marketing efforts.

CallRail for Google Analytics

CallRail integrates with your existing Google Analytics account. Every time someone calls or texts your tracking number or submits an online form, they send the event straight to your GA account. You can view call data alongside other visitor events in the GA dashboard. 

Google Analytics’ call tracking integration offers more complete reports and analysis for metrics. You will have more insight into visitor interactions than ever before. The integration process is easy to set up and will give you actionable data to help with making important decisions about your marketing strategies. 

Benefits of CallRail with GA4:

  • Get a holistic view of what drives behavior for online visitors by viewing tracking data along with other online and offline data
  • Customize metrics and analytics to tailor reports to your specific needs
  • See the caller’s website activity before and after calling you, get a clearer understanding of their behavior and the impact of each campaign
  • Create customized marketing reports from all channels, including phone calls, CRM data, and other offline or online sources
  • Follow the user’s journey across all devices, attribute activity on multiple devices to one user, and get insight into how different devices impact behavior
data tracking - magnifying glass over growth line chart

CallRail Paid Search

The technology integrates with Google and Bing. Any time a visitor calls a phone number being tracked by CallRail through Paid ads, they capture the following:

  • Call length and time
  • PPC Platform
  • PPC campaign 
  • PPC Keyword
  • Caller ID
  • Geographic location
  • The last landing page visited 
  • Transcript of call

This is a wealth of information, which you can use to adjust your paid ads as needed.

CallRail through paid ads capture the following: call length and time, PPC platform, PPC campaign, PPC keyword, Caller ID, Geographic location, last landing page visited, transcript of call

Benefits of Using CallRail

Utilizing CallRail for call tracking is beneficial to your company in several ways. Depending on your specific ad campaign, the benefits are different but just as important for expanding your marketing efforts.

Organic Search: Call tracking is not just for PPC, it’s also for forms of SEO. This allows you to determine which of your landing pages are best at generating leads and calls. CallRail helps you identify this so that you can make adjustments if need be.

PPC Advertising: A big part of PPC advertising is the use of keywords to target potential clients and leads. Those who are optimizing keywords can get more information about how the keywords are performing on their pages when they use phone call conversions through call tracking. 

Internal Quality Control

The software also offers a call monitoring tool which is the process of listening to live or previously recorded calls to audit the performance of call representatives, improve sales or marketing efforts, score the calls for leads, and develop sales or support strategies. 

Screening calls can help business owners get a better understanding of why customers are calling to identify bottlenecks in the customer experience. When they hear that “call monitoring” is in effect and used for quality assurance, a lot is happening behind the scenes to benefit their future call experience as well as monitor a variety of ways to better serve them.

Detailed Lead Analysis

CallRail can track calls to the keyword level, allowing you to know what keywords generate qualified leads versus unqualified ones. The software can help you make a campaign and keyword-level optimizations based on the information it gathers. For example, you may choose to pause keywords that you find are bringing in low-quality calls or choose to spend more on keywords that are bringing in more qualified leads. The tool provides a better understanding of what is working and what is not in your marketing or customer service strategy.

Tagging and Labeling Leads for Quality

By using the CallRail tagging feature, you can accurately label and trace qualified or unqualified calls. So, in combination with tracking to the keyword level, we can determine which keywords are bringing in the qualified calls and avoiding those that do the opposite. 

Better improve campaign performance by bidding more frequently on successful keywords or limiting traffic to keywords more apt to bring in unqualified calls. This is a distinction that happens outside of Google because they are only tracking what keywords are bringing in leads. If we can determine which keywords bring in quality leads, we can optimize that data point.

Optimize your inbound lead strategy with the CallRail call tracking so that you have the most comprehensive view of customer interactions and behaviors from search keywords to campaign performance. 

Need Help Setting Up CallRail for Your Business?

Are you interested in integrating CallRail with your marketing efforts? At Rise Marketing Group, we are happy to help you. Our team of experts tracks and reports only the best metrics, leads, and analytics. Let us help you gather the information you need to improve your business. Contact us today to learn more.

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