CallRail

Sara Johnson, the Marketing Manager of Dental Health Associates (DHA), a multi-location, physician-owned practice based in Madison, Wisconsin, faced a significant challenge. Despite investing heavily in digital marketing and events, it was difficult for the dentists to see the value in these efforts. Furthermore, Sara was unable to identify what was attracting patients to the practice. The main issue was the lack of visibility into the effectiveness of their Google ads. While they could see when someone clicked on an ad, they had no information about what happened after that click. They didn't know who these people were, which ones became leads, and whether they ended up calling the practice.

Access Professional Systems, a leading installer, designer, and integrator of security and process automation solutions, was facing a challenge in tracking and understanding their customer interactions. The company was receiving organic phone calls from their website and Google My Business page, but lacked a comprehensive system to analyze these interactions. John Herrera, a marketer at Access Professional Systems, was seeking a solution that could provide detailed insights into customer interactions, including the ability to tag, listen, and prioritize phone calls. The challenge was to find a platform that could offer a high transcription rate and provide a new perspective on interpreting customer data.

Brand Ranch Media, a Texas-based marketing agency, was committed to providing transparent and accountable services to its clients. The agency was keen on proving its return on investment (ROI) to clients and optimizing ad spend. However, the challenge was to accurately track the source of leads and phone calls, identify trends, and reallocate funds from inefficient parts of the media mix to those yielding better returns. The agency also wanted to provide its clients with immediate access to insights from customer calls and prospects, which was a time-consuming process. Furthermore, they aimed to improve the quality of their client's customer service and frontline teams without having to manually listen to every call.

Top Notch Garage Door, a company servicing around 45 houses per day, specializing in both residential and commercial work, faced a significant challenge in tracking and analyzing customer calls. The company, founded in 2009, had always aimed to provide quality service at an affordable and fair price. However, the economic downturn at the time of their inception meant that customers were shopping for the best deals, making it crucial for Top Notch Garage Door to optimize their marketing strategies. The company needed a way to understand what was being said on both ends of the customer calls, to improve their marketing and customer service.

Wylie Evanson, the executive director at the Family Resource Centers for Washoe County School District in Reno, Nevada, was facing a significant challenge in tracking incoming calls and managing the demand for resources across the district's five centers. The centers, which provide basic needs like food, clothing, shelter, hygiene, and other support to children and their families across the 116-school district, were not using any program to track incoming calls. The existing system involved either not tracking the calls or manually writing down the caller's name and phone number on a paper sheet. This lack of a systematic approach made it difficult to analyze call volumes, identify the location with the most clients, and determine the area with the highest need. The grantees were also interested in understanding the call patterns and the demand for resources.