Call Tracking Integration: Power Up Your Business
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One Solution to Improve Functionality and Customer Development Call Tracking CRM Integration via
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Transcript of Call Tracking Integration: Power Up Your Business
One Solution to Improve Functionality and Customer Development
Call Tracking
CRM Integration via
TABLE OF CONTENTS
1
2
3
4
5
What this case study is all about?
Requirement to functionality upgrade
Data & manipulations: What can be exchanged?
Skip out on the integration
Data2CRM.API: One system to access 17 CRMs
Takeaways
Additional resources
6
7
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Chapter One
What This Case Study Is All About?
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What This Case Study Is All About?
The ever-growing and change prone business
technology niche keeps evolving, and vendors
consider how to tackle the upcoming problems,
as well as comply with the client demands to
functionality.
Many of your customers have reached the
level of mastery and use multiple touch points to
communicate with their audiences. Marketing
and sales teams derive a great advantage of call
tracking services in tracking and scoring leads,
records calls, gather customer intelligence and
missed opportunities. Due to this tool, the
conversion rates are dramatically increased, and
the efficiency grows, too.
Business Objectives & Goals Retain the existing and attract
the new customers Upgrade the functionality and
improve the performance Achieve higher KPIs and ROI Contact with Sales Manager Get in touch with a qualified sales
manager to receive an exclusive business road map
So many metrics, so many data to collect. Aiming to get the most of all services and
activities, your clients are looking forward to gathering all information into a single store. Call
tracking integration with CRM can frame your customers retention and acquisition problem,
and give a boost to KPIs and overall revenue.
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Talk to Sales
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Chapter Two
Requirement to Functionality Upgrade
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Requirement to Functionality Upgrade
The volume of data becomes overwhelming for many companies, including your users and
potential clients. As for the data collected by the business use a handful of different sources,
no wonder that there is an issue with its quality and value.
Usually, organizations use the call tracking tools for improving customer experience and
conversion rates. The survey run by Econsultancy on Customer experience optimization
reveals that “a third (34%) claim to have become more effective at integrating user data from
different systems into one profile store, just 9% claim this as a ‘strong’ capability. In
comparison, 45% rated this capability as ‘weak’ and 23% do not have this capability at all.”
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Call tracking is used in digital and offline marketing as well, and data collected from
multiple sources requires integration. The following graphic shows what non-digital channels
are used for customer engagement.
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Talking about the client-side organizations rate their data capabilities, 71% of companies
self-assess their ability to collect data about the website visitors. In addition to this, more
than half (56%) are collecting user data from CRM, POS or other online data sources. The
collection of all the data from different sources on the initiative stage is a key for developing a
single customer profile.
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Many businesses suffer from the lack of solidified vision and usage of their data. Due to
Econsultancy report: “For 85% of companies, there is an acknowledgment that they are not
able to extract full value from their data sources.”
As you see, your users and potential clients are in the agile workflows and require a time-
saving and value-driving option of integration with CRM platforms. This update of a call
tracking tool will boost the data-based approach to a process running and, therefore, overall
improvement of lead generation and customer experience strategy.
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Chapter Three
Data & Manipulations: What Can Be Exchanged?
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Data & Manipulations: What Can Be Exchanged?
The inability to connect and have a clear view of the real-time data creates a bottleneck to
business running, and putting the successful performance of campaigns at risk. So far, by
enabling the integration with CRM platform, the data your solution collects may be
transferred and manipulated within the CRM according to the following scheme.
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The calls will be recorded as new leads; in CRM will be recorded the keyword that
generated this call, location and caller ID
Sources and viewed pages may be collected as opportunities
Campaigns can be transferred into CRM as tasks
Ad campaign budgets will be collected as the opportunities
The reports on phone performance and conversion rates (including individual,
locations, and departments) will be depicted in CRM as reports
Scheduled meetings and calls will be recorded as tasks
Filled in webforms will be automatically new leads
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By offering seamless data integration and enable your users with quick
access to the records, you will strengthen your existing customers
loyalty and attract the new ones with an efficient option.
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Chapter Four
Skip Out on the Integration
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Skip Out On The Integration
Call tracking integration with CRM is viewed by vendors as an expensive and long-lasting
option without which their solutions can go without. Despite this theory, many of business
software providers have done the cross-functional retrospective and come to a conclusion
that by integration with CRMs they will provide the necessary functions to improve the
specific user’s demands.
Getting data becomes easier, yet the gathering and analysis don’t turn to be a dead-simple
thing. As the companies find it difficult to curve out the certain data and measure it
objectively, they look for tools with extended opportunities. For you as a vendor, this
integration with CRM brings a new approach to customer acquisition and enticing the new
potential audiences that use CRM and consider implementing call tracking service.
Share a metric-driven goals of your customers and enable them with the accurate API
integration with multiple CRM platforms. Focus on effectiveness and leave zero chances to the
competitors to lure away your existing and potential customers.
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Chapter Five
Data2CRM.API One System to Access 17 CRMs
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Data2CRM.API: One System to Access 17 CRMs
Integration with a one CRM doesn’t deliver a competitive advantage in a business world,
but you can offer a multiple solutions integration with Data2CRM.API.
A web-based all-in-one service offers a unified programming interface to integrate your call
tracking tool with 17 CRM platforms. The key feature of the solution is time, efforts and
money saving way to develop the connection and support of multiple CRMs.
Data2CRM.API Integration Through Business-Focused Lens Once you offer your clients integration with CRM for advanced data gathering and analysis,
you will also deliver:
renovated records entry, data management with a direct adding calls and filled in forms as
the leads, scheduled meetings and calls as tasks, ad campaign budgets, lead sources and
pages views as opportunities
errorless, accurate records update and timely information exchange via synchronization of
call tracking tool and CRM solutions
improved lead qualification process due to multiple reports delivered right away into CRM,
cutback on the leads leaking out of sales/marketing funnel
base KPIs and ROI calculation on the real-time data collected from multiple touch points
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Chapter Six
Diving Into Data2CRM.API Opportunities
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Diving Into Data2CRM.API Opportunities
A web-based service helps you to reinforce your feature set with following facets:
A single system to develop and manage two-way synchronization with
multiple CRM based on API
Transparent and extensive documentation with code samples and patterns to
succeed in quick getting along with the service functionality
Qualified and skilled tech supports from the developers team that will help
you to cope with technical questions and issues
Integration with CRM market leaders - Salesforce, Microsoft Dynamics,
SugarCRM, Insightly, Zoho, SuiteCRM, Vtiger, Highrise, Solve, bpm’online,
PipelineDeals, Pipedrive, OroCRM, Bitrix24, Zurmo, Capsule
Customizable pricing - each customer request is proceeded independently
and focused on the delivering a high-grade service and complying with all
specific customer’s requirements
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Chapter Six
The Logic of the Integration Process with Data2CRM.API
Get started with our robust documentation or
talk to an expert.
Starting an initiative or project you set specific goals, you take on a path of business
development and enable your clients with valuable tools to save their time and efforts. Use
Data2CRM.API to increase the number of your satisfied users and potentials customers.
CALL TRACKING TOOL integration via Data2CRM.API with 17 CRMs enables your clients with
simultaneous integration and timely data exchange,
managing and updating of leads, campaigns and tasks records,
improve the lead qualification process,
the essential data for nurturing and customer converting campaigns,
the accuracy of KPIs and revenue measurement.
Takeaways
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TALK TO AN EXPERT
Your time is precious, so don’t wait up and start using
Data2CRM.API today!
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