Integrate CallRail with Salesforce
CallRail provides businesses with tracking phone numbers that they can use to gather valuable customer interaction data from phone calls. This includes the source of the call - an advertisement on social media, for example - as well as information about the callers themselves. Additionally, once a call is completed, CallRail automatically generates a transcript of the call. By gathering this data, CallRail allows businesses to score their leads more easily and gauge the effectiveness of different marketing campaigns.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
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CallRail's End Points
Create separate companies with different configurations and tracking numbers. Then, you can retrieve information like the company’s name, creation date, lead scoring settings and company ID. This will allow you to track each different parameter in your analytics.
Track any users who have access to your call data at various permission levels. This field provides you with contact information about the user - including their name, email, user ID, role and company - so that you can integrate your user and company data for analysis.
Retrieve an account’s name and ID and choose whether or not to enable outbound call recording. Since this is the top level object for CallRail, you can also use that account ID to integrate data - such as “Company” or “Tracker” - that is generated by any lower level object within that account.
Retrieve data from other data sources by integrating CallRail data with third party tools. The data in this field includes the name of the third party tool being integrated, the type of integration, its status, the unique integration ID, and associated companies. CallRail can use all of this data to provide more robust marketing analytics.
Gather call data from tracking numbers that can either be linked to a specific source or associated with a particular visitor. This field can retrieve a variety of data from those calls, including the tracker ID, tracking numbers and associated companies. This information can help you qualify leads and gauge the effectiveness of marketing campaigns.
Retrieve data on an individual call, including the duration, source, phone number and status i.e., whether it was answered, missed, etc. Additionally, you can retrieve contact information for the caller, including their name, phone number, and whether or not CallRail rates the call as having provided a good lead.
Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.