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CallRail Integration and How it Boosts Your CRM

One of the most essential tasks for any sales organization is to track every sales call they make. Sales is a numbers game, where input equals output: the more people you connect with, the better chance you have of achieving quotas.

callrail integration

And even in the age of email and social media, 92% of all sales conversations and customer interactions still happen over the phone. With the phone being your single most important tool in your sales arsenal, it’s important to capitalize on the data you collect from every phone call so you can put it to good use in your sales strategy.

That’s why many businesses choose to use call tracking tools like CallRail that can help them transform conversations into usable data, analytics, and insights. If you haven’t already integrated call tracking with your CRM, you’ll want to look into it after learning about what it can do for your business.

What is CallRail, Anyway?

CallRail is one of the biggest names in call tracking software, and for good reason: they feature one of the biggest varieties of features in a single platform.

With powerful features, companies can use CallRail to see which keywords, ads, or campaigns are driving the most phone calls so you can maximize your marketing investment. It monitors your visitor’s journey through your website before, during, and after the call, along with providing insight into PPC ad campaigns, social media engagement, remarketing, and other initiatives.

CallRail will compile all of this information into usable insights so you can see exactly where and how you’re moving the needle every time you hop on a call.

What Can CallRail Integration Do for Your Business?

When combined with CRM functionality, CallRail becomes even more powerful in helping you close more sales. Here’s a closer look at some of the functionality you stand to gain:

callrail integration

Record and Log Sales Conversations

By default, CallRail automatically records inbound and outbound phone calls, which you can save to individual user profiles in your CRM. You can use these recordings for reference prior to reaching out to a prospect, along with quality and training purposes.

Create New Leads

You already know that not every website visitor turns into a paying customer, but CallRail can help you transform them into leads. CallRail tracks user activity, such as how many times they visit your website before calling, so you can automatically turn every phone call into a lead. And since you gain deeper knowledge into their user journey, you’ll have a better idea of which leads are sales-ready and which ones need more nurturing.

Personalize Every Interaction

Old-fashioned ad blasting simply isn’t effective anymore. Studies show that personalization is critical to sales, with a whopping 80% of consumers saying they’d be more likely to buy from a company or brand who truly gets their needs.

Knowing more about every caller allows you to dive deeper into their unique needs and priorities. You’re better able to hone in on their pain points and present optimal solutions for their problems rather than fall back on cookie-cutter experiences that do nothing to earn their trust and loyalty.

CallRail provides details at a granular level so you and your caller can get more from every interaction.

Benefits of CallRail Integration with CRM

Now that you know more about what to expect with a CallRail integration, let’s look at some of the benefits you can expect from making the connection. This isn’t a comprehensive list, but should illustrate just how valuable your integrations can become:

callrail integration

Increased Accuracy

Data accuracy is everything to a CRM. It’s impossible for salespeople to keep up with all the details of every interaction. This is why they use CRM in the first place. With CallRail, customer data is logged automatically so you never have to worry about user error or other inaccuracies. There’s no guesswork involved, and no having to remember to add certain details manually.

Greater Insight into the Customer Journey

The more you know about your customers, the better chance you have of making the right connections at the right time. Studies show that 59% of consumers say personalization influences their buying decision. If you’re able to solve their unique problems, make the right product recommendations, and connect with them on a more personal level, you have a much better chance of securing the sale.

Higher Sales Productivity

Sales reps want to make the best use of their time. They don’t want to waste precious minutes on junk leads and need to see where their best opportunities lie. A CallRail integration can help maximize every call by allowing sales reps greater insight into the customer journey. They know what products the customer looked at and the campaigns they responded to. Then, they can extrapolate from that data to tailor their approach.

This also provides a better experience to the customer, as they can work with a sales rep who understands their needs and is dedicated to finding the right solution quickly.

To make your CRM even more powerful, LeadSquared offers a CallRail integration, along with other robust tools to help you get more from every customer interaction. Try LeadSquared free for 15 days and discover a better sales calling experience.

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