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How this HubSpot Solutions Partner solves the attribution puzzle with the CallRail + HubSpot integration
Neon Goldfish, a boutique marketing agency, was looking for a way to demonstrate the value of their marketing efforts to their clients. They needed a solution that could provide full transparency and accurate attribution for their marketing campaigns. The agency was already using HubSpot as their CRM, but they were missing a crucial piece of the puzzle: call attribution. They needed a tool that could track and record calls, providing valuable insights into their marketing efforts and helping them to optimize their campaigns.
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How switching to CallRail saved Black Tie Movers tens of thousands of dollars
Black Tie Movers, a sophisticated multi-location enterprise serving 53 cities across eleven states, was facing a challenge with their premium call tracking provider. The cost to renew their contract was exorbitant and the account was complex with hundreds of numbers in the platform. The company was in need of a more cost-effective and efficient solution for their call tracking needs.
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Three ideas worth stealing: How CallRail helped Workshop Digital solve client challenges creatively
Workshop Digital, a marketing agency, was tasked with helping three of their clients solve unique challenges. Super Radiator Coils, a company that has been manufacturing cooling coils since 1928, wanted to drive more phone leads from their website. However, their website lacked an easily accessible phone number, making it difficult for potential customers to reach out. Richmond Pediatric Dentistry and Orthodontics (RPDO), a Virginia-based healthcare practice, relied heavily on phone calls for their business but struggled to analyze the thousands of calls they received each month. Lastly, Generator Interlock Technologies, a company that manufactures interlock kits, was wasting time fielding calls for products they didn't sell due to their brand name being similar to other popular products.
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How CallRail helped elevate Above the Bar from marketing agency to business consultant
Above the Bar Marketing, a digital marketing agency for law firms, was facing challenges in proving the value of their work to their clients. Clients were spending money on various marketing efforts but were unsure about which ones were effective. The agency needed a way to track and report on the source of every lead they produced for their clients. They wanted to show their clients what was bringing in actual business and what was not, so they could spend their marketing dollars more wisely.
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Adria Marble saves time and gets more of the right leads with ActiveCampaign + CallRail integration
Adria Marble & Granite, a family-owned stone fabricator, was struggling with its online presence and lead generation. Initially, the company relied on traditional advertising methods such as yellow pages, faxes, and word of mouth. To modernize, Irfan Sabovic, who manages the business with his brother, created a WordPress site. However, the site was technically challenging to manage and frequently crashed. After switching to Squarespace, Irfan set up a Google Business Profile and began running Google Ads. Despite his digital marketing skills, Irfan found it difficult to optimize the campaigns, leading to higher costs per click and attracting uninterested leads.
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Greater insight, greater results: How better data helped one agency boost client ROI
Einstein Industries, a marketing firm specializing in search engine marketing and data-driven marketing strategies, was looking to differentiate itself in a crowded market. They were serving clients in the medical, dental, and legal industries for over 25 years. However, they realized that their 'content is king' approach was not comprehensive enough. They wanted to focus on a more encompassing SEM approach and started to build out their paid search and social side of the business. They initially bootstrapped the efforts, relying on a team member who had some background with paid search and social advertising. However, they quickly realized that they needed more advanced call tracking and reporting for their clients. They wanted to see more data at a time when Google started hiding data.
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Do You Convert develops failproof call-based sales programs for home builders
Do You Convert is a sales and marketing agency that specializes in helping new home builders sell more homes, faster. They partner with home builders to create robust selling systems, which include online advertising, listing syndication, email marketing, and more. However, they faced challenges in demonstrating the value of their services, managing high volumes of calls, and ensuring their sales specialists were focused on selling rather than fielding non-sales calls. They also needed to manage staffing and training effectively.
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CallTrackingMetrics Case Study
Michael Barnett, the founder of ContactCloud, a fast-growing omnichannel communications company, was looking for a robust SMS marketing solution for his clients. He found that while text messaging can increase conversions by up to 328% after three or more follow-up texts, correct usage and strategy can prove a little harder to master. This is why Michael’s intimate knowledge of CTM’s software capabilities, coupled with a team of resourceful developers and dedicated support staff, has enabled ContactCloud to grow significantly over the past year, with hundreds of thousands of text messages sent out by client businesses per month. However, the success of a company’s text messaging campaigns depends on its forethought and team bandwidth. A major problem Michael has seen companies face is lackluster customer support.
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CallTrackingMetrics Case Study: CAPT. DAVE'S
Captain Dave’s Dolphin and Whale Watching Safari, based in Dana Point, California, manages dozens of inbound phone calls daily from tourists seeking information about the tours and to make reservations. The company wanted to know which of their advertising channels were delivering the highest number of phone conversions and therefore the greatest return on investment. They were also interested in improving their customer service by monitoring and recording all their phone calls. The company was using Google Analytics to monitor online bookings and asking people on the phone about how they found out about their business. However, this method was not providing them with the detailed insights they needed.
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CallTrackingMetrics Case Study: Griswold HOME CARE
Griswold Home Care, a nationwide franchise that provides in-home care services, was seeking a solution to better understand the full journey of a lead within their sales funnel. They wanted to establish a return on investment for their marketing efforts, which they aimed to do by assigning designated tracking numbers for each of their 200+ locations. The goal was to associate each call with a marketing activity and start the process of analyzing how many unique calls they were getting and how that sales activity translated to their overall growth. They also wanted to observe their nationwide PPC and major advertising campaigns and adjust their strategy accordingly.
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CallTrackingMetrics Case Study: CALLBOX
Before working with CallTrackingMetrics, Callbox operated their marketing firm with a lot of guesswork and experimentation. They were hoping to attribute phone calls to web clicks and then attribute the sales their phone calls generated back to those original clicks. This way, they could measure the price of each phone call, and the true cost of their sales. They were looking for a solution that could help them decrease their clients’ costs and improve their marketing efforts.
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CallTrackingMetrics Case Study: LONG FENCE
Long Fence, a leader in the commercial and residential fence industry, was using outdated technology for their call center operations. They were using hard-lined, physical phones, connected to a proprietary calling software that had been built for them years ago. These phones were also connected to a call tracking service, which simply rented tracking numbers and never developed their software in the decade that Long Fence used them. As the industry progressed in technology, Long Fence's business did not, resulting in a manual and inefficient process.
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CallTrackingMetrics Case Study: Black Propeller
Black Propeller, a digital marketing and PPC management company, was struggling with demonstrating the effectiveness of their marketing efforts to their clients. They had no tangible evidence that their campaigns were driving phone calls and leads. As a result, their clients would often misattribute leads generated by Black Propeller to other campaign sources. All agencies share the same challenge of being able to show real results to their clients, and Black Propeller was looking for a platform that could provide actionable insights.
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Phoenix Rising: A Case Study by CallTrackingMetrics
Phoenix Rising, a behavioral health care services provider with multiple locations in Southern California, was facing a challenge in tracking the effectiveness of their various marketing campaigns. As a growing business, they needed to make informed decisions on where to spend their marketing budget, but they had no way of determining which marketing campaign was actually driving leads. In addition to this, they also needed increased control over their calls and call agents. Prior to using CallTrackingMetrics, Phoenix Rising Behavioral was using just one Google Voice number for all incoming calls. This lack of transparency and control was hindering their growth and efficiency.
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CallTrackingMetrics Case Study: Coalmarch
Coalmarch, a digital marketing agency specializing in the home service industry, was seeking a phone solution for their clients that could accurately track the value of phone calls generated from their marketing efforts. They wanted to quantify ad spend and determine which channels were driving revenue. One of their clients, Triangle Pest Control, was one of the first to use CallTrackingMetrics as their phone system in addition to the tracking features. This allowed Coalmarch to track multiple key data points, such as how many calls were coming from a client’s website, as well as other metrics around the length and quality of the conversations generated. However, the challenge was to define what counts as a lead and to track the ROI for every marketing dollar their clients spend.
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Leading Custom Research & Analytics Firm Sees 35% Gain in First-Call Conversions to Sales Pipeline
Hanover Research was facing a challenge in their sales coaching program. The process of reviewing calls was time-consuming and the coaching sessions were often rushed, leaving no room for timely and consistent feedback. The sales directors needed to create value on the first call with senior-level prospects, and coaching sessions were aimed at preparing them for those conversations. However, the coaching program lacked an easy way to review conversations from start to finish and identify coachable moments. They were relying on metrics from the CRM and meeting software to inform managers what to coach on. The problem was that without insight into the dialogue that’s actually going back and forth between the reps and prospective clients, it was nearly impossible to understand how to make improvements or adjustments in the business.
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Multi-Line Sports & Entertainment Company Sees 31% Increase in Closed-Won Opportunities
Madison Square Garden (MSG) was facing challenges in driving sales performance due to inconsistencies and skills gaps among their sales representatives. The top performers were averaging 2-3 meetings per week while the B-players were often getting none. The existing call recording software was cumbersome and time-consuming, making it difficult for managers to find and listen to coachable moments. There was also no visibility into whether or not managers were coaching at all. MSG needed a solution to overcome these challenges and create a coaching culture that would drive sales performance.
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Scheduling Software Company Responds to Changing Market by Investing in Sales Coaching + Phone Prospecting
QGenda, a company that provides automated scheduling software, was initially able to progress 90% of their sales process through email alone. However, as the market became saturated, sales calls became more important for closing deals. The business development representatives (BDRs) resisted the transition to frequent calling and struggled to understand what made a conversation successful. The company realized that the reps needed training that was repeatable and scalable, but training alone wasn’t enough. They needed coaching to reinforce the training, and managers needed visibility into what was really happening on the BDRs’ calls.
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Customer Success Team Leverages Call Coaching to Spot Churn Faster & Drive Better Customer Conversations
Levelset’s sales team was looking to increase the success rate of their outbound prospecting conversations and close more deals with consistency. They brought in ExecVision to help them understand what top performers were doing differently on calls and how they could replicate that across the team. Once Customer Success (CS) saw the performance improvement Sales had after starting call reviews, they knew they wanted to implement ExecVision too. Prior to launching ExecVision, Levelset’s CS team tried to do call reviews without much luck. Finding recordings in their dialer was difficult, and finding a call worth coaching was even harder. When they did find a call to coach, they relied on handwritten, timestamped notes for the session. No one had the time to do this tedious process.
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Kareo Increases Close Rates by 30% Using Gong’s Conversation Intelligence Platform
Kareo, a cloud-based medical technology provider for independent practices, faced two main challenges. Firstly, they had a 'demo problem'. With only three sales engineers conducting almost all product demos for a team of 40 account executives, a backlog of available time slots was created, extending their sales cycle. However, removing the sales engineer from the demo process resulted in a drop in close rates as the account executives were not accustomed to conducting demos themselves. Secondly, Kareo was struggling to accelerate the onboarding ramp time of new sales hires. With several phases of growth from a headcount perspective and more planned, getting new sales hires up to speed on executing their demo playbook was slow. New hires had to wait to shadow their more experienced peers' sales calls or demos, taking months to get enough shadowed demos under their belt to get through the learning curve and off on their own.
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Cloudinary Speeds up New Rep Ramp-Up with Gong
Cloudinary, a comprehensive cloud-based image and video management solution provider, faced a challenge in managing its sales team across four international locations in different time zones. The company used multiple conferencing systems like GoToMeeting, join.me, and Skype, making it difficult to record and review sales calls. The lack of visibility into sales conversations was a significant issue, especially for sales team members not sitting in the same office. The company needed a solution that could provide insights into what was working and what needed improvement in reps’ calls.
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Allbound: How Gong Helped Allbound Improve Six Key Sales Outcomes
When Greg Reffner joined Allbound as Director of Sales in 2016, he noticed that the organization's approach to conversations with prospects was flawed. The lack of visibility into sales and customer calls meant that no one realized the extent of the improvement needed. Key sales outcomes were falling short of projections, and Greg attributed this to the mismanagement of sales conversations with prospects. The sales cycle was dragging on for 92 days, win-rates were in single-digit percentages, and deals were stalling in the pipeline. As a result, customer acquisition costs (CAC) were high.
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OutSystems Increases Close Rates by 5% Using Gong’s Conversation Intelligence Platform
OutSystems, a leading low-code platform for rapid mobile app development, faced a challenge as their sales organization grew. With an increase in headcount, the likelihood of sales reps saying the wrong things on calls increased. This made it difficult to ensure everyone was doing and saying the right things while avoiding things that may damage the sale. Many reps were positioning the product in a way that would help them get a quick one-off service-based sale, but this approach crippled the potential of having a long-term customer that would renew after the initial service. The lack of insight into what was happening on sales calls made it impossible for the sales management team to pinpoint why some reps were struggling, and why others were blowing their numbers away. The only thing they could see is the differences in their numbers. Identifying the causes behind those numbers (or lack thereof) was guesswork.
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This VP Sales Increased Close Rates 10% Across 70 Reps — Here’s How
TouchBistro had built a strong inbound lead generation program. However, converting those leads remained elusive. The SDR team needed to convert more inbound inquiries into sales opportunities, but they didn’t know what was happening during SDR conversations. Paul Snelson, the VP Sales, looked at his CRM data, hoping to understand how he could improve these metrics, but found there wasn’t enough context there to get helpful answers. He felt he couldn’t move the needle without shining a light on what was happening inside his team’s sales conversations.
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How Cloudinary’s SDR Team Increased Booked Meeting Conversion Rates by 29%
Cloudinary’s conversion rate for turning meetings set by SDRs into qualified opportunities used to hover stubbornly around 70%. The SDRs booking the meetings had no visibility into how their meetings played out between the account executive and the prospect. They rarely understood why a meeting they booked was qualified or unqualified. Feedback from the account executive helped, but it was often incomplete, secondhand, or hard to come by. As a result, they had no way to improve their outreach or qualification during their next round of prospecting. Additionally, Garrett was tasked with ramping new SDRs to hit full quota as quickly as possible. That’s a tall order as Cloudinary’s product is highly technical with hundreds of features. It takes a while before SDRs understand the product and its value well enough to speak resonantly with their account list.
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Ambassador's Success Story with Gong’s conversation intelligence platform
Ambassador’s sales function is split into two groups: New Business Reps who set appointments and qualify opportunities, and Enterprise Sales Consultants who close deals. High performing New Business Reps are frequently promoted into Enterprise Sales Consultant roles. However, the fact that NBRs typically have less than 2-3 years sales experience creates a couple challenges. Their ramp period is long since they are new to selling complex, unbudgeted solutions, they take upward of 4-6 months to get fully up to speed. Their lack of experience owning the entire sales process and closing deals delays their ramp period. They often level-off as “middle-of-the-road” performers. The lack of experience managing complex sales cycles results in stubborn performance plateaus. In the past, this forced Zach to rely on a few star performing reps to make up for the rest of the team’s “C+” quota attainment.
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This Sales Call Center increased Script Compliance by 10x. Here's how.
Hear.com, a global leader in the hearing aid industry, faced a challenge when their sales numbers dipped during the absence of their VP Sales, Veit Albert. The American sales team had stopped using the 'Why Hear.com?' script on competitive calls that Veit had previously developed. The script was a critical piece of their messaging and its non-compliance led to a decline in sales. The sales consultants had slowly drifted back into old habits during Veit's six-week absence. To address this, Veit and the leadership team decided to launch a call quality training program.
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Plate IQ Shrinks Ramp-Up Time From a Year to a Few Weeks
Plate IQ, a company that provides a complex solution for restaurant Accounts Payable, faced a challenge in onboarding new sales team members. The complexity of their product and the extensive industry knowledge required meant that it often took new hires between 6 to 12 months to reach their optimum performance level. The company sought to improve this onboarding process and decrease the ramp-up time for new hires.
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GLASSES ON! How Gong enables Drip to 'see what's going on' and close more deals
Before implementing Gong, Drip was struggling with forecast accuracy and understanding the health of their deals. They relied on anecdotes and opinions from its sales team to try to piece together what was truly happening in a deal. This led to spotty CRM data and overall forecast accuracy was a shot in the dark. It was not uncommon for the sales team to be blindsided by slipped or lost deals. They needed a solution that could provide a holistic view of what’s going on in their deals, allowing them to separate opinions from reality.
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How Auvik Created Its A-Team
Auvik was experiencing rapid growth and the Sales leadership was struggling to scale rep coaching, which was impacting team performance. As they entered a hyper-growth phase, managing a larger team with bigger deals presented new challenges. The SVP of Sales, Rob Auld, recognized the need to improve manager coaching in a scalable way. He also wanted to identify and support key deals to help reps close them and develop skills to become top performers. However, without a tool like Gong, Rob had no way of measuring the quantity or quality of his managers’ coaching. He also lacked visibility into his team’s interactions with prospects and customers.
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