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通过呼叫跟踪发展您的代理机构

通过呼叫跟踪发展您的代理机构

从以机构为重点的网络研讨会中学习,该网络研讨会旨在帮助您了解如何通过呼叫跟踪特别是 CallRail 发展您的机构。...

介绍

蒂姆:嗨,我是蒂姆,我在 CallRail 管理 Demand Gen 程序。 在我们开始网络研讨会之前,在我向您介绍我们的主持人 Madelyn Newman 之前,我将与您讨论一些快速的内务管理项目。 Madelyn 实际上是 CallRail 的第一个产品营销员工,现在,她领导我们所有的客户和产品营销。

她在建立我们的代理计划和与客户合作以更好地了解他们的痛点以及我们如何合作以帮助解决所有这些问题方面发挥了重要作用。

Madelyn:今天能来到这里真的很兴奋。 首先,我想我会让你们知道我们将在今天的网络研讨会中讨论的所有内容。

我想解决的第一件事是“为什么要为代理商打电话跟踪?” 为什么这对你们有好处,你知道,在一个非常高的层次上,深入了解 CallRail 如何专门用于呼叫跟踪的技术。 然后我将讨论实时营销活动反馈以及如何利用电话中发生的事情来真正优化客户的广告支出以及您为他们运行的所有营销活动。

然后我将深入探讨 CallRail 和呼叫跟踪如何帮助您进行客户报告,特别是我们如何通过报告和集成帮助您保留客户。 在那之后,我们将深入探讨如何在电话跟踪中实际向客户推销,以及我们每天在 CallRail 听到的一些常见反对意见,我们希望将这些反对意见传递给营销部门代理机构来帮助你们为您的客户获得尽可能多的利益。

最后,我们将以我们在 CallRail 提供的一些特定的客户保留工具作为结尾,我们认为这些工具将有益于各种形式和规模的营销机构。 我想在我真正深入了解细节之前,我们想问一个简短的问题,看看你们中有多少人今天实际上在使用呼叫跟踪。

我将继续发起一项民意调查……你们不介意让我们知道,但我认为看看你们的技术水平真的很有帮助,如果很多的话您中的一些人已经在使用呼叫跟踪,您只是在尝试优化您已经在做的事情,或者如果您是从零开始,而您以前从未这样做过。

我们将把它再打开几秒钟。 看来你们大多数人都投票了。 好的。 凉爽的。 惊人的。 所以看起来你们中的大多数人今天已经在使用呼叫跟踪并且你很熟悉它,这很棒。 所以我们会很快完成下一部分,你知道,因为你们中的一些人真的很熟悉,但我想确保你们中的那些仍然不了解 CallRail 是什么以及我们做什么以及为什么您甚至应该考虑呼叫跟踪。

为什么要为代理商呼叫跟踪? 您知道,我们知道你们在一天结束时专注于为您的客户带来最佳结果,而呼叫跟踪只是您可以添加到工具包中以帮助您实际做的另一个工具那个并实现那个。 所以这是我最喜欢展示的数据点之一,我在我做的很多演讲中展示了它,这是来自 BIA/Kelsey 的一些信息,他们只是直截了当地展示了正在拨打的电话量由格式驱动的移动点击通话,从这个角度来看,真正重要的一点是电话呼叫正在增长。

人们在这个时代认为,“哦,每个人都很便宜,[听不清]每个人都在发短信,没有人再接电话打电话了,”数据只是表明这绝对不是真的。 而且,你知道,如果你按格式看它也很有趣。 所以我的意思是,正如您在此处看到的,来自社交媒体的电话将继续增长,并且逐年增长。

消息传递也是一样。 尽管人们在技术上是聊天和发短信,但最终,在对话的某个时刻,通过与某人在电话中回答他们的问题来最好地服务于这一线索。 所以他们要拿起电话打电话。 所以无论如何,你知道,电话并没有死,它们正在发生,事实是它们真的是非常好的潜在客户。

他们不仅有大量的潜在客户,而且事实上大多数接到电话的企业都是他们最好的潜在客户。 电话转化为收入的速度比传统的表格填写要高。 他们是非常热门的潜在客户,如果有人拿起电话打电话给商家,这意味着他们很可能已经准备好购买了。

对? 他们只需要喜欢一个问题的答案,他们就准备好了。 因此,如果您忽略了这些潜在客户,并且在制定营销策略时并没有真正考虑它们,那么您就会对您的客户造成巨大伤害。 因此,我认为一种思考方式是这些电话已经发生。

如果您没有跟踪他们,那只是您报告中的一个空白。 所以你真的,要成为今天的现代数据驱动机构,为你的客户提供最好的服务,你需要开始跟踪电话。 我认为一个很好的思考方式,实际上我们的一个代理客户是......我知道这是他给客户的一种高谈阔论,这对我来说很有意义,你可以说你的客户,“好吧,你给了我,”你知道,“1000 美元花在 Google Ads 上”,如果没有电话跟踪,你对他们的回答是“你给了我 1000 美元,我得到了你,”你知道,“50 表格潜在客户在您的网站上。”

谈话到此结束。 当你真正开始使用呼叫跟踪并安装它时,对话就会从“你给了我 1,000 美元,我给了你 50 个潜在客户和 25 个电话。” 所以你基本上只是从只提供 50 个潜在客户到提供 75 个潜在客户。 然后你可以,一旦你明白你是推动这些潜在客户的人,那么你就可以开始用这些信息优化营销策略。

呼叫跟踪究竟是如何工作的? 在非常高的水平上,它实际上非常简单。 一种最简单的入门方法是,您只需为每个营销活动获取一个电话号码。 所以你可以在左边看到如何,也许你会得到一个网站的电话号码,然后你会得到另一个名片的电话号码,然后,你的客户也在投放广播广告,所以你将在那里获得另一个号码。

这就像进行呼叫跟踪的最基本方法。 这样你就会知道,每次有人拨打这些电话号码之一时,他们从哪里打电话,他们在哪里看到该电话号码,因为电话号码对于你的每个平台都是不同的。 真正很酷的东西和我们进入一些真正有趣的数据的地方是访问者级别的呼叫跟踪,我们在 CallRail 上称之为访问者级别的呼叫跟踪,其工作方式实际上是一行代码您需要在客户的网站上安装。

基本上,每次访问者访问网站时,我们都会向访问者显示不同的电话号码。 您基本上获得了一组电话号码,我们将在他们到来时为每个单独的网络访问者提供服务。 然后,我们将使用网站上的那行代码对该访问者进行 cookie,并使用 cookie,我们可以说,“好吧,你知道,访问者一可能来自 Facebook。访问者二来自 Google Ads 搜索。并且访客三来自Bing。”

我们不仅可以告诉您他们来自哪里,还可以告诉您他们通过什么搜索到达那里,他们登陆了您网站上的哪个页面,他们实际点击了电话并从哪个页面拨打了电话。 我们能够在整个访客旅程中跟踪他们。 然后,我们将这些电话号码发送到您客户的直接业务线,在那里他们可以接听电话并关闭潜在客户,您将在后端拥有大量出色的分析,以了解如何该网络访问者变成了付费客户,您可以将其交付给您的客户。

大多数真正充分利用呼叫跟踪的机构都在结合我在最后一页上的内容和访问者级别的跟踪。 您知道,您可能在您客户的每一个网站上都有访问者级别的跟踪,并且您在那里获得了尽可能多的信息,但您仍然获得了网络上不同位置的个人电话号码。

也许您在展示广告中使用了某个电话号码,或者您知道,在移动点击通话广告中。 有很多不同的方法可以做到。 使用这些策略中的任何一种,您都可以跟踪几乎所有您想要的营销渠道和来源。 您知道,我们可以跟踪 Google Ads 到某人搜索的确切关键字,一直到诸如平面广告之类的高级内容。

对? 因此,无论您在何处开展营销活动,我们都可以使用电话跟踪电话号码进行跟踪,如果该营销活动产生电话。 因此,这只是您可以在 CallRail 中获得的非常非常高级的报告,这实际上是我们最受欢迎的报告之一,呼叫归因报告。 如果您以前从未做过电话跟踪,那么您才刚刚开始,这几乎是最基本的起点,“我的电话来自哪里?”

这份报告可以告诉你,好吧,大部分电话都来自 Google 付费。 但是,你知道,那个广告牌广告,也许效果不佳,那么它真的值得花钱吗? 广告牌很贵吧? 因此,也许您应该将该客户在该广告牌上的广告支出投资回 Google Pay。 我想在这里指出的另一件关键事情是我们在 CallRail 衡量的一个很大的 KPI,我们指导我们的很多客户是首次来电者。

那只是因为,你知道,你可以说,“好吧,是的。 Google Pay 上周总共给了我 100 个电话,”但其中有多少是真正的新潜在客户? 那是 84 个。因为一种思考方式,对,是这里的其他 16 个,或者我应该说的 17 个,那些可能是回头客。

这并不是说那里没有收入,这取决于您客户的业务以及他们如何运营,但是,您知道,我们真的很想能够对某人说,“嘿,这个人永远不会找到您的业务如果不是因为您通过我进行的营销活动。那么,有了首次来电者指标,您就可以为您的客户做到这一点。” 因此,在今天的整个演讲中,我想与我们的一些机构讨论几个不同的案例研究。

我想谈论的第一个是一家名为 SocialOn 的机构。 SocialOn 有一个非常棒的故事,我很喜欢,那就是他们的一个客户,他们经营一个类似儿童蹦床的公园,所以,你可以想象,很多,你知道,他们的业务是通过安排孩子的生日来完成的派对,这是通过电话完成的。

电话是他们的主要线索来源。 好吧,当需要决定该客户的营销策略是什么以及他们想把钱花在哪里时,该客户坚决地说,“嘿,我们想把所有这些钱都花在社交媒体上。我们想在 Facebook、Instagram 等上投放大量广告。” 而且,你知道,该机构说,“好吧,让我们试试 CallRail,让我们进行呼叫跟踪。 然后,让我们,你知道,然后让我们考虑一下。”

实施 CallRail 后,他们实际上看到大部分电话和传入的业务来自“Google 我的商家”。 那么,该机构实际上能够回去,SocialOn 能够说,“等等,我们为什么不把你今年打算花的所有钱都花在,你知道的, SEO 策略和优化您的网站,以便每次有人搜索您知道的儿童生日聚会或其他任何内容时,您的“Google 我的商家”列表都会出现?”

凭借他们从 CallRail 获得的信息,并通过战略上的重大转变,他们能够帮助客户实现 250% 的销售额增长。 这真的非常强大,作为一个机构,你可以给你的客户,你知道,说,“嘿,我们是专家,我们可以帮助你做到这一点,”然后,获得那种喜欢可操作的真实见解,以及您指示他们做的事情的结果和收入。

这真的非常强大,这就是您将客户保留很长时间的方式。 因此,一旦您使用电话跟踪来跟踪电话的来源,并了解哪些营销活动有效,哪些无效,我想告诉我们的流程的下一步客户要做的就是当您开始查看实际的营销活动反馈和您正在推动的潜在客户的质量时。

CallRail 的绝妙之处在于,我们可以实时帮助您做到这一点。 你不必等到,你知道,你的月度报告,或者每当你做报告时,才能说,“哦,你知道,”比如,“等等,那些潜在客户表现不佳。 这不是很棒,”然后,你已经浪费了所有的时间这样做。 我们将能够帮助您解决问题并更快地解决问题并更好地优化问题。

我总是有点喜欢谈论的一件事,这可以追溯到,这与首次来电者指标相似。 对? 如果您只是查看呼叫来源的一些数量,则不会为您提供全貌。 能够告诉你的客户,“嘿,我给你打了 150 个电话,你上个月给我花的钱,你知道,谷歌 PPC,”这听起来很棒,但是,如果只有 25 个变成付费客户对于您的客户,他们可能不会高兴。

对? 因此,增加通话量,如果您确实可以确保发送高质量的潜在客户,这真的只是一件好事。 而且,你知道,我的意思是我知道这是我和蒂姆在 CallRail 中一直在我们的营销团队中看到的,这对于任何进行营销的人来说非常重要,以确保您不是只是推动潜在客户的数量,但它们实际上是即将关闭的良好潜在客户。

在 CallRail,我们有几个不同的功能可以帮助您做到这一点,而真正做到这一点的关键是我之前谈到的访问者级别的跟踪,以及呼叫录音,因此实际上能够进入并听听电话里发生的事情。 因此,在 CallRail,我们的每一个定价计划都提供免费通话录音。

一旦你打开它,很棒的是你可以在任何时间点进去,只要你想听电话。 你可以看到,这个图表在这里,我们有蓝色和灰色,你可以看到你的客户什么时候在说话,他们的客户什么时候在说话,并且对人们打电话的内容有很好的理解。 我们还有一些我们称之为对话智能的功能,它们实际上可以为您自动化,这样您就不必每个月花 2 天时间听每个电话,我们希望为您加快速度.

我们实际上确实为电话提供转录,这是我们提供的一项名为 CallScribe 的功能,因此,您可以一目了然地阅读电话中发生的情况,我们还将显示有关事物的关键字谈话中发生的事情。 所以,这样,我只要打开一个电话,我就可以看到,“好吧,这个人来自谷歌支付,他们搜索了‘我附近的霓虹店’,这些是他们在谈话中谈到的关键问题。伟大的。”

这样我就可以确保我出价的词与我为我的客户驱动的潜在客户保持一致。 对? 确保我们得到最好的和我们想要的。 我们拥有的另一个功能可以帮助您自动化很多工作,称为 CallScore。 这实际上只是让你直截了当地知道这是否是一个合格的电话。

你实际上可以设置......你知道,我们有办法......好吧,我们会自动为你做,我们有一些机器学习和算法,我们已经基于,你知道,我们看到的数十万个电话每月从我们的客户那里获得,我们通过模型运行所有这些,我们在那里找到了关键点,我们会自动告诉你,“是的,这是一个很好的电话,或者,不,它不是” t。”

您也可以,如果您为转录付费,您可以为您的客户定制一些设置。 比方说,你正在为一家汽车经销商做营销,你知道,你可以设置它说如果有人要求诸如服务、换油之类的词,你能说出它,你可以确保你报告那些是合格的领先。

也许从实时营销活动反馈的角度考虑这一切的另一种好方法,“好吧,我是否在推动客户真正想要的那种潜在客户?” 我们还允许您进行汇总搜索。 所以,你知道,你正在看的这个例子,这是在我们的模拟账户之外,你知道,我们在 CallRail 提供了一个表单跟踪工具,如果我想运行一个活动并看看,“好的,我是否产生了真正对此感兴趣的潜在客户?”

我可以在高层次上搜索它并找到有人询问它的每个电话。 因此,您知道,一个月内人们询问 1,800 个电话,这还不算太糟糕,对,但也许只有 5 个,您知道,“好吧,这种营销不起作用。” 您还可以汇总报告所有这些,以便您了解来电者最常问的问题。

您可以确保一切都很好地对齐。 这也是为您的客户考虑关键字研究的好方法。 对? 人们在电话里说什么,他们如何行动,他们的客户如何说话,以及我如何将这种语言重新整合到登陆页面、广告文案中,等等。 如果您还结合我们的访问者级别跟踪进行通话录音,那只会帮助您更轻松地实时优化广告系列。

访问者级别的跟踪将使您能够访问诸如“此来电者是通过移动搜索进入的,他们是在移动设备上查看网站还是在台式机上查看?”之类的数据。 这样,您就可以根据来电者的实际来源更新您的广告定位和出价。 通话时间也一样,“这些电话是长还是短?” 我们可以告诉你。

我们还可以告诉您,您知道,一周中最好的一天和一天中的哪个时间最适合来电者。 所以也许,有了 CallRail,你可以进去看看,“好吧,我的客户在周三下午 2 点到 4 点接到的电话最多,这些是最好的电话,”为什么你不想花更多的钱在出价,你知道,在你知道好的来电者进来的那段时间里?

我想讨论的下一个案例研究,这是一个非常棒的故事,我喜欢这个故事,它是关于,你知道,真的,你可以如何使用通话录音和对话智能成为你的客户值得信赖的顾问正在寻找他们雇用您的时间。 所以我们的客户 MediaBeast Marketing 实际上是......他们正在为他们的一位客户录制所有电话,他们通过并听取了所有电话,他们实际上发现他们的一位客户,你知道,接待员没有经过适当的培训。

她答错了,她有点像……她只是处理事情非常非常糟糕。 而且,你知道,MediaBeast 为他们的客户花了很多钱,他们正在努力推动所有这些他们认为很好的潜在客户,根据人们提出的问题,但他们没有转换,他们发现原因,那是因为接待员。

然后他们能够回到他们的客户那里,他们能够说,“嘿,你知道,这是一份包含所有电话的报告。 进去听录音,我们认为存在客户服务人员培训问题,如果我们能解决这个问题,你会看到收入增加。” 太棒了,这对他们和客户之间的关系真的有很大帮助,对,因为客户喜欢,“哦,你不仅在做我的营销,而且你在关注我的业务。你想要让确定我确实增加了收入,你不仅仅是在篱笆上扔线索。”

那是巨大的,他们能够做出改变。 而且,你知道,继续前进,所有线索都将结束,希望如此,但是,你知道,这对他们来说是一个非常好的故事。 他们说,通过将我们的新对话智能工具与自动化规则之类的东西结合使用,他们实际上能够节省数百小时的前进时间,因为他们不再像我所说的那样,每周需要花两天时间来做这些事情。

实际上,在我深入研究关于客户报告和整合的下一部分之前,我实际上想再问一次民意调查,看看你们今天作为代理商面临的最大挑战是什么。 是获得新客户还是减少客户流失并保留您已有的帐户?

这是蒂姆和我在与所有客户交谈时肯定遇到的两大痛点。 我想说的是,呼叫跟踪绝对可以在围栏两侧为您提供帮助。 因此,我将在此处将其打开多一点,多几秒钟。 好吧,酷。

惊人的。 所以看起来,现在结果出来了,你们中的大多数人在获取新客户方面遇到了问题,这一切都很棒。 现在我可以通过我即将介绍的下一节向您展示 CallRail 如何帮助您区分您的产品,以便您能够获得更多客户,因为您知道,您不仅提供了最好的产品在营销领域,但您有数据支持。

相信这是大家之前都听过的一句话吧,“我没有收到任何好的线索”。 你的客户很生气,他们认为他们把所有这些钱都花在你身上,对,他们在做保留,他们就像,“这个营销机构为我做什么?” 他们没有看到他们从你那里得到的东西的价值。 很多时候发生这种情况是因为营销机构无法证明他们在做什么以及资金流向何处。

如果你不能证明这一点,你就不能证明你值得他们花在你的聘用上的所有钱,你会失去客户,或者你永远不会赢首先是客户,对,如果你要出去推销某人。 如果你不能对他们说,“嘿,你知道,我们将为你做所有这些伟大的事情,我们将能够证明这一点,”有人会更有可能在虚线上签名。

对客户做到这一点的最佳方式是每周或每月报告,我知道我们今天可能都在做这件事,我将讨论 CallRail 如何帮助您更好、更轻松地做到这一点。 但我也喜欢考虑的另外两种方式是实时仪表板,这意味着让您的客户可以访问数据,然后还有集成,这是一个很好的思考方式,即将数据放在您的客户所在的位置,呼吸每一天。

第一部分,谈论月度和周度报告,我知道我们都在这样做,但重要的是要确保它不会浪费时间,这样您才能真正花时间优化客户的报告并提供更大更好的报告每天为他们做的事情,这会让他们觉得,你知道,你值得保留,而不是不得不把所有的时间都花在提取可能不那么可行的数字上。

做到这一点的最佳方法是自动化所有报告。 事实上,我们已经从很多客户那里听到了很长一段时间的消息,他们报告说他们每天为客户做的最重要的事情之一,这只是一种巨大的痛苦,没有人愿意这样做。

大约五个月前,我们实际上推出了我们新的自动化自定义报告引擎。 我们允许你做的是我们允许你进入 CallRail,你可以创建一个报告,根据你想要的任何东西过滤它......所以,你知道,假设我只想显示,在这个报告中,我想向我的客户展示来自这个活动的所有电话或所有电话,你知道,我只想向他们展示可能在这里的好电话,不管是什么,我们让你在那里挑选,然后,我们会将所有这些显示在一个漂亮的图表中。

在其正下方,我们还将让您挑选和选择您实际放入表格格式的指标。 而且这里真正很棒的是这是可以保存的,所以你只需要构建一次,你知道,这可能需要 10 分钟,一旦你完成,一旦你有 10 分钟,它就完成了。 每次您想进入并查看此报告并将其导出并将其发送给您的客户时,您所要做的就是登录 CallRail 并按下两个按钮。

我们正在努力让您尽可能轻松地完成这项工作,通过这样做,我们希望能腾出您的时间,这样您就可以真正优化报告,而且您还可以下载这个,您知道,每个月,每个月一个星期,把这个放在你客户的收件箱里,然后对他们说,“嘿,我知道我在做一些有效的事情,这就是证据。” 因为这是最重要的事情,对,您需要证明客户通过与您合作获得了某种投资回报率。

我们也有自动计划报告,我们每天、每周或每月都这样做。 我喜欢这个,因为,你知道,最后一张幻灯片上的自定义报告......哎呀。 向某人展示非常漂亮的图表真是太好了,当然,每个人都喜欢这样,特别是如果他们是小企业主。

这就像非常详细的数字,而且很多东西都处于非常高的水平,所以也许自定义报告非常适合每月显示,这是您可以每周放入某人收件箱的内容所以他们可以关注它。 这是字面上的设置并忘记它,你真的不必担心它。

你可以做所有这些,你可以生成所有这些,但老实说,你如何真正让客户阅读你的报告? 我们有一些代理客户在办公室,不久前,我们正在与他们讨论这个问题,这绝对是我听说过的一个巨大的痛点,因为我可以花所有这些时间和精力而且,你知道,把它写进这份惊人的报告中,但这并不意味着我的客户会打开电子邮件。

我认为是时候考虑除了电子邮件之外的其他替代方法,或者如果您每季度与他们举行业务审查会议,如何才能吸引眼球。 因此,我们还提供的一件事是一些实时线索警报。 因此,这意味着每次他们的公司接到电话时,他们都会在收件箱中收到电话。

这就像实时不断发生,当他们每天收到大约 20 封电子邮件时,很难忽视,因为你做得很棒,而且你要给他们打 20 个电话。 对? 你也可以设置和自定义这些只是真正高级别的重要电话,我认为这也有助于吸引眼球,因为他们知道你正在做的事情是有效的,因为他们正在看到它在那里。

另一件事是,稍后我将详细介绍这一点,您可以为客户提供 CallRail 登录信息,以便他们实际上可以在闲暇时进入。 看看这个,我认为这很重要,所以如果你把,你知道的,主要警报电子邮件放在他们的收件箱里,他们可以点击并实际进入并查看它,如果它是他们感兴趣的东西.

为他们提供登录信息可以让他们对您正在做的事情有能力和洞察力,这将使他们更加信任您。 所以,如果你要去现场,你要推销一个新的机构,对,呼叫跟踪……或者推销一个新客户,对不起,呼叫跟踪是一个巨大的区别,因为你可以访问你的竞争对手的所有这些数据别。 你把这个给客户,然后,他们觉得有能力知道,“好吧,我可以相信这些人的营销。他们知道他们在做什么,他们正在为我提供投资回报率就在那里,他们没有什么可隐瞒的。”

还有一个例子。 所以我们确实有自定义报告,我们也有与 Google Data Studio 的集成,我认为这很棒。 因此,如果您想构建一些与您的 Google Ads 和 Google Analytics 数据更加集成的报告,您也可以在此处构建一个实时仪表板,为您的客户提供访问权限,他们可以直接登录并实时更新。 CallRail 自定义报告和仪表板也会实时更新。

您知道,就如何使用呼叫跟踪作为差异化因素来帮助您获得新客户而言,我认为集成是一项巨大的工作。 那是因为,您知道,再次尝试通过将这些数据推送到您知道他们居住的地方并检查内容来尝试让您的客户关注报告并批准投资回报率,这将带您突飞猛进地获得一个客户,您希望他们了解您为他们带来的价值。

CallRail 的一些顶级集成是......哎呀,有点跳过那里。 所以 Google Ads 和 Google Analytics 是我们最流行的两个集成,毫无疑问,我们知道它们对你们真的很有帮助,你们可能已经在那里运行报告,你知道,你的客户可能已经拥有谷歌广告数据。

所以这真的很容易。 我们还提供了 WordPress 集成,这很有帮助,因为我知道让客户加入呼叫跟踪的最大痛点之一是他们很害怕,“哦,这听起来很辛苦,而且我不知道这需要多长时间才能实施?”

With our WordPress integration, if they're using a WordPress website, it takes like two clicks and the script is on their website and the numbers are swapping. And getting this up and running is that easy, honestly, and it won't be a headache for your client and they won't know the difference. So that's huge. But then, the bottom three down here are kind what I was talking about when I'm talking about getting data where your client lives.

If they're using Salesforce or HubSpot as their CRM, you can push the new phone call leads directly in there, your client can start working those leads immediately and there's no disconnect there of you having to deliver that to them. And, you know, the lead source will show up as a phone call, and so, when they're going into work that new lead, they're able to say, “Oh, my marketing agency did this for me, it was a phone call.”

If they're using any other tools, we do integrate it directly with Zapier. So, if you can push CallRail data wherever you need it to go for your clients, and that's huge because, once again, it takes away the whole pain point, you know, “Oh, we have these crazy tools in place. Our marketing stack is yada-yada,” you can say, “you know what?

That's no problem,” that, “call tracking will work with anything, you don't have to worry about it.” And so, the last case study that I wanted to get to today. So this one's really cool and really creative, it was awesome to hear. One of our agency customer's kick points, they actually activated our Slack integration and they did that so that way they could keep their clients alert and notified about everything as it came in. One way to really think about it, right, is you can send them those emails but maybe they're ignoring your emails, well, if you're sending the phone call data via Slack, they're in Slack all day every day talking to everyone they work with, they're getting the notifications, and they can have that dedicated room, that's like phone-call leads, and they can see the leads coming in real time time and they know that you're the one that sent them there.

That leads me to how you can actually sell your clients on call tracking and some of the common objections that we hear from this. So probably the most common is “My client has a strict budget,” and budgets are really really hard to work with and everybody knows that and that's a tough one to get around.

what we always say to anyone, we hear this from on our end is, “Well, without call tracking, you're actually missing out on new revenue.” So your budget is, you know, tight but the only way to loosen that is if you make more money, and guess what, call tracking is going to help you make more money because we're going to be able to actually optimize your ad budget super efficiently, use that money better, and find, you know, “Hey, you have a bunch of callers asking about ADT,

[SP] why don't we go run ads on that?Why don't we create a new landing page or a campaign?” There's a whole gaping hole of information you don't have without this and getting that data is only going to make you better. The second probably most common one, “My client's hesitant, they're unsure, you know, this new technology thing.Maybe it's the whole, they don't understand what this is.”

They see the benefit, they're like, “Okay, cool, but I don't know.Should we really do this?” The best way to get over that one is to create a sense of urgency and to emphasize the cost of waiting. So, you know, if you think back to what I just said about someone that has a strict budget, it's kind of the same thing where you're in the hole and you're missing the information and you're not going to make it better and, the longer you wait and hold out…you know, maybe they're like, “We'll do this next year,” that's a whole year worth of marketing that's not being optimized and used like the best way possible.That's a whole year's worth of data that could actually be used to drive your future growth.”

Emphasize the cost and what's going to happen and kind of create, you know, some sort of level of maybe FOMO, that fear of missing out, if they don't have, you know, call tracking. And we do actually offer a 14-day free trial, here at CallRail, so one thing that I always urge our agency clients to do, you know, is, “Hey, let's just put them on a trial and show them the type of data they're going to get,” and then, after two weeks, they're going to be like, “oh yeah, we can't lose this,” and they're going to want to keep it.

The third one is if your client is scared of obtaining a new phone number. So we hear this all the time where maybe the end user or small business owner is, you know, “Well, my phone number has been 888-123-456 for forever and people have that number memorized and I don't want to get rid of it.”

And this really really really comes down to education and I would say that this is a great time to really take your client along the journey of what it is that you actually do for them, especially if you're doing any sort of SEO services or website development for them. You know, they might just think they throw some money at, you know, the marketing agency and, “Oh, we got this fancy new website out of it,”but then, they don't really think about it, this is a great time to kind of take them along how everything that you do.

You know, “Oh yeah, it's a bright new shiny website but it also got you the number two spot on Google,” like what you're doing actually impacts that and how getting these new phone numbers to swap on the website is not going to affect any of that. And you're really not replacing the existing phone numbers, they're really just enhancing it is kind of a way that I like to think about it because, ultimately, having the numbers swap on your website, it's just going to get you the data that you need to do the best possible job as a marketing agency, and then, also give them the data they need to grow their business with things like call recording.

It's a win-win for both of you. And then, if they're still resistant, usually something I can use to get them over the hump. You know, here at CallRail, we service over 100,000 businesses worldwide and all of those businesses are doing just great by using different phone numbers. And it's really less of a lift than someone thinks it is.

对? We've proven the concept that it works and people are less tied to phone numbers than you think, especially in today's modern day and age. No one's like saving their local, you know, car salesman's phone number in their contact list, they're probably just Googling it and finding it on the website every time they need it. And so, they're not going to notice when it's different.

The last section kind of to lead you guys through in the homestretch before we get to questions is specifically CallRail's client retention tools and how you can offer call tracking to your clients. So the first thing I kind of wanted to talk about is giving your clients access. So, like I mentioned earlier, giving them access is just going to only make you prove your ROI to them better because they're going to have an awesome understanding of what it is that you're doing for them.

What we offer, here at CallRail, we actually recommend that, if you're an agency, all of your clients set up their own individual accounts that they pay for, because it is their data, their phone call. And then, we have a tool here, called Account Center, that you can actually use to manage all of those accounts. So you have access to all of your clients' data.

You can set up the phone numbers, you can set up the campaign, no problem. But what's awesome is you don't actually always have to pay for it because your client ends up paying for it, which is great and we are happy to help you get that set up and it makes things a lot easier too. 对? You can see everything at a high level, in terms of billing, how many numbers they have.

We're constantly working on things to improve this every single day, we have a lot of stuff coming out this quarter I'd be on the lookout for. But Account Center is a great tool to manage multiple clients at once. We do also offer white labeling, if you would prefer to have, you know, one account with everything in it. And as you can see, this is a white-label demo account, your logo could go up here, in the top left, we know that's something that's important and that's interesting to people so we do have white labeling if that's something that you're interested in as well and maybe your clients don't want to sign up their own accounts.

Either way that you do that, it's just really important that you give your clients access to the dashboard so they can log in and see all the phone calls that you're driving for them. And then, the last slide here that I want to talk about is we do have a new Agency Partner Program, here at CallRail, and it's really built around three big tenets, and that is that we want to help marketing agencies worldwide market.

对? We want to help you guys win more business and be seen as the high-caliber agencies that you are. We want to help you sell more call tracking to your current and future clients, so, if you're going out there and pitching, right, you guys all said that acquiring new customers is hard, well, we want to help you do that and close the deal with call tracking. So we definitely want to be there for that.

We also want to make sure that you guys are networking together and, you know, we recognize that all agencies have very similar pain points. And then, if you guys can just talk, it's typically awesome to help you kind of solve those issues. So we've built this whole new program around those three things that we want to help you with. And it's a tiered program and it's got incredible benefits with things like co-marketing.

If you want to write guest blogs on the CallRail website, if you want to come present with us at a conference, you want your logo on our website, all of that's in the program, we have a revenue share piece so, the more business that you bring us, you know, we'll of course share that with you as well. And then, we also have some nice exclusive community and networking opportunities for agency partners because we want to make sure that you guys are talking to each other and understanding, you know, how you can get the most out of the call tracking.

Every agency in our program will have access to one of our two agency-partner advisors and they're here to help you every single step of the way. And the entire program is tiered based on your total spend with your clients, meaning that, if you have, you know, 10 clients putting $100 each on CallRail, that would get you gold.

As you scale and grow, you have access to more and more benefits in the program and the tighter our partnership with you gets, which is the ultimate goal. 对? We're really excited to work with you guys on this. And so, this is brand-new, we just started rolling this out, you know, a month or so ago, not even, and we haven't even announced this broadly yet, but if anyone is interested in learning more or you want to join, please send an email to either myself or Tim, we'll show our emails again at the end but we're definitely happy to send you some more information.

凉爽的。 So I think, before we get into questions, right, we're going to do one more poll. I just want to see who here is interested in setting up a quick CallRail demo. I know a lot of you guys it looks like you're already doing call tracking but, if you're interested in learning more about CallRail, we definitely want to make sure that we can help with that.

I see some of the answers coming in and I'm going to leave it up for just a few more seconds, and then, we're going to get the questions, it looks like a lot of good questions came in throughout. So I'm excited to answer those for you guys. All right, just a few more coming in. All right.

Looks like…cool, awesome. 好的。 So yeah, let's get into some questions.

– Yeah, there were a bunch of great questions throughout the webinar. So, thanks guys. I answered a couple of them privately, while Madelyn was speaking. But just a quick recap, we'll definitely be sending out this recording, it'll go out tomorrow via email, so watch out for that. And then, a lot of the questions Madelyn touched upon but maybe she can do a slightly deeper dive…one of them came in about how dynamic tracking impacts an AP and local SEO.

– Yes, yeah, absolutely. So this is a topic that is near and dear to our hearts, here at CallRail, we would never want to do anything that impacts, you know, an AP or SEO. And the good news is that, if you are using our dynamic swapping on the website, it will not.

And actually the strategy that we suggest for anyone that's really concerned about that, so, you know, any business should have a single, what we call, a mainline business number, and that should be the one number that's hard-coded on the website and lives on every single listing everywhere on the internet. And, once you've set that up, then what we recommend you do is you actually purchase a visitor pool from CallRail.

That visitor-level tracking, because we're sitting kind of on top of the mainline number that's hard-coded on the website, that will not impact anything at all and you'll still be able to track calls from any single channel. Anytime someone comes from the website, we'll be able to do that. And the Google Scraper, when it's going through, looking at the site, won't even notice. We can also actually track calls from a Google My Business listing without impacting an AP or SEO.

And the way that we recommend you do that is you actually purchase a single number from CallRail and you put it as an alternate phone number in the business listing. We have a whole blog post that goes through both of these, and we'll follow up with whoever asked that question and we'll send that to you. If anyone else is interested, let us know. But currently today, CallRail's technology does not impact an AP or SEO at all.

Can confirm, we have our own tracking code on our website. And we've had, like I said, over 100,000 businesses worldwide that are using us and we've done a ton of testing. So everything's good from there.

- 惊人的。 An agency-specific question, “If we use CallRail's products with our clients, can our clients take their data with them if they decide to leave the agency?”

- 是的。 So that's actually one of the main reasons…well, I shouldn't say a main reason, but a reason why we recommend the Account Center set up where your client has their own account with all their own data on it. If they do ever decide to leave your agency, right, they have access to all the data right there. And it's a cleaner break but, obviously, we don't want that to happen and, you know, we want to make sure that you guys are still managing that account up until that point.

In a similar vein, if you do have one account that you want to pay for and manage everything and your clients' data is in there as well, we do believe that they have a right to their own data, it's their phone number, so all they need to do is contact us and we'll coordinate with both of you that it's a thumbs up on both ends and we can always port out all their information into their own account that they manage.

So that's a yes.

– Great, next question. “If a keyword is organic, does that pass through into our initial sources like you see with Google Paid and AdWords?”

– So that is a limitation on Google then. So we can not show phone calls by keyword for Google Organic searches, only Google Paid. And that's just no one can do that in the industry, right, Google's kind of limited us there, we can't see the organic keywords. But we do have some pretty good content on our website about how you can kind of get to search intent just by looking at other data.

对? Like if I can look at the landing page someone came in on from Google Organic and maybe listen to the call recording, that can give you some idea about what someone's intent was when they landed on the page before they picked up the phone and called.

– Next question, “You mentioned HubSpot and Salesforce, but are there other CRMs that CallRail integrates with?”

– So CallRail also integrates with Pipedrive as well, but HubSpot and Salesforce are the two biggest CRMs that we integrate with. But like I mentioned, we do integrate with Zapier so you can always push CallRail data wherever you need it to go, most big CRMs are on there. And we do also offer a fully open API, so, if you'd like to write an integration somewhere, I know that we have some clients that have written integrations to other CRMs as well, that's definitely possible.

– And this is a product-specific question, “If numbers are generated for every person, how long will they actually stay active?”

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