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Agencies strengthen relationships and retain more clients using CallRail

by Ozi Opurum
May 10, 2022

Marketing Agency

At CallRail, we strive to help agencies provide more value to their clients and even add new revenue doing it. In this agency case study round-up, we're highlighting various agencies that are using CallRail products to track, demonstrate, and optimize the ROI of client campaigns — laying the foundation for successful, sticky client relationships.

Let's get started.

How Ballyhoo Digital leverages Call Tracking to understand the source of their clients’ calls

Ballyhoo Digital is an online digital marketing agency that aims to help clients succeed in a fast-paced online world. A key part of ensuring the ROI of this agency’s campaigns includes reliable call attribution data. Enter CallRail’s Call Tracking.

“If you're serious about being a good digital marketing agency, you need to be serious about attribution. And you can't be serious about that unless you have call tracking.” - Scott Hicks, Founder and Chief Marketing Strategist, Ballyhoo Digital

 

Ballyhoo’s primary use of Call Tracking is for its teams to understand where calls are coming from each day. CallRail gives insight into which campaigns are performing the best and the different metrics within them. Call Tracking provides full transparency into call attribution data and provides key metrics that can inform marketing decisions and improve customer service.

How Wit Digital uses Conversation Intelligence to drive down cost per lead by 64%

“With Conversation Intelligence, I have new insights into what’s working in our campaigns and what’s not. Sometimes even a simple word change can make all the difference.” - Ryan Cook, Director of Client Strategy, Wit Digital

For Wit Digital, results are king. Specializing in home services businesses, they provide organic search, paid search, web development, and social media marketing. Although Wit Digital was driving a high volume of inbound calls through its marketing campaigns, it struggled to efficiently and accurately qualify leads. And to add to that, their cost per lead was above the industry average.

So Ryan ran a small test with CallRail’s Conversation Intelligence, and it immediately performed better than what Wit Digital was using at the time — an overseas vendor. He hired a temporary contractor to set up phrases and keywords to achieve higher accuracy with call categorizing. In addition, the filter options within Conversation Intelligence help the agency qualify and categorize more leads efficiently.

Read the full case study: How Wit Digital saves $4,000 per month with Conversation Intelligence.

Why Form Tracking is a must for every client of Street Digital

“The biggest thing [Form Tracking has done] is streamline results … in today’s marketing world, everything is vastly shifting digital — even more so with everything that’s happened the past year. We want to make efficient decisions and have all of that data within one place.” - Donald Kleckner, Owner of Street Digital Media

A young agency in the middle of a pandemic? Not the easiest business to run.

Street Digital Media is a real estate digital marketing agency and production studio founded by Donald Kleckner that helps multifamily property managers throughout the U.S. attract prospective renters looking to move into an apartment. Kleckner had connections already lined up when he started the agency, but connections don’t always translate to clients. He saw an opportunity to “bridge the gap” between his agencyʼs paid advertising campaigns, lead tracking, and reporting to give Street Digital the upper hand.

Kleckner was already a Call Tracking customer and decided to take it further with Form Tracking. With Form Tracking, Street Digital can follow phone and website form leads for each client, integrating with the property websites for the communities that they work with. According to the agency, CallRail’s form tracking helps “properly attribute the credit to their campaigns, other campaigns they may/may not be running themselves, and give them full comprehensive insight into how things are working from an ROI marketing standpoint on behalf of their clients.”

Learn more: Why Street Digital adds Form Tracking to all client accounts.

How the full CallRail platform helps Einstein boost client ROI

“Including CallRail as a part of our entry-level service has allowed us to show clients areas of growth and opportunities — and track the success of those efforts.” - Kyle O’Brien, Director of Customer Success

 

A marketing firm that produces consistent content while producing quality results within the right target audience isn’t easy to come by.

Einstein Industries is an SEO and website development agency, serving elite medical, dental, and legal practices for over 25 years. These industries are expensive and require thorough research into customers’ specific needs and questions. That’s why Einstein implemented CallRail to get a bird’s eye view of their client’s customers and market to them more effectively.

Together, Call Tracking and Form Tracking automatically analyze customer inquiries to unlock trends and identify areas of opportunity and improvement. Einstein uses these insights to inform marketing and strategic decisions. Even more, Call Tracking and Form Tracking work seamlessly together to provide a full timeline of each lead’s online and offline interactions. As a result, Einstein can connect marketing sources to conversions and understand the buyer’s entire journey, providing clients with valuable insights into their customer base and proving ROI.

Help your clients level up with the CallRail Partner Program

CallRail doesn't just help your agency understand the source of its calls, drive down costs, or boost client ROI; CallRail helps your agency earn trust, build and solidify partnerships with clients, and retain more clients. CallRail understands your business from the inside out, highlighting areas for improvement and providing compelling and actionable insights for you and your clients.

Ready to transform business communications and deliver the best solutions and analytics for your clients? Visit our Agency Partner Program page for more information, and sign up for your free 14-day trial to get started.

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