If you track marketing leads and sales opportunities in Salesforce, chances are your data isn’t giving you the full picture.
That’s because while it’s easy for Salesforce to track the lead source for online leads such as web form submissions, what happens if someone picks up the phone and calls you instead of filling out a form? Salesforce can’t tell which marketing program, ad, keyword search, or other source drove that call.
This is especially problematic because inbound calls are the lead type most likely to convert to an opportunity and an account. They convert to revenue 10 times more than web leads. It’s why $68 billion is spent annually on ads to generate inbound sales calls. Simply put: they are the leads marketers most want to generate and most need to track.
Having this critical blind spot in your Salesforce data prevents you from accurately measure ROI and conversion rates you’re your programs. It stymies your ability to understand what’s really working and what isn’t and make corrections to optimize results and ROI.
Introducing DialogTech’s Salesforce App for Call Tracking and Phone Lead Management
It’s a big problem, and that’s why DialogTech is pleased to announce the release of our new call tracking and phone lead management app for Salesforce CRM. The app eliminates this critical blind spot in your data by capturing and displaying the lead source of every inbound call the moment they come in.
It works for any online, mobile, or offline marketing source, including:
- Google and Bing PPC campaigns
- Search engine inquiries
- TV and radio ads
- Print ads and billboards
- Email and direct mail
- Social media
- Web pages
- Events
- Content marketing
This data enables marketing to generate better campaigns that drive more high-quality phone leads, while also helping sales convert more phone leads to opportunities and revenue.
Generate Reports on Conversion Rates and ROI for Every Lead Source
With the DialogTech app providing the critical missing piece to your lead analysis reports, you can generate complete and accurate reports to measure conversion rates and ROI for every source, even down to the PPC ad or keyword search, for any given time period. You can prove conclusively what marketing activities are really impacting your sales pipeline and revenue, and then use that data to optimize programs and marketing spend for better results.
Arm Sales with Data on Every Caller Before Answering
Every bit of intelligence your sales rep has on who a caller is and why they are calling improves the quality of the call. That’s why the DialogTech app includes an integrated phone panel within Salesforce that displays the exact lead source of the caller, even down to the keyword search and web page they called from.
If the caller already exists in Salesforce, the DialogTech panel will display the name and provide a quick link to their record, so reps can get the lead’s information and complete activity history before beginning the call.
Create Lead Records for First-Time Calls Automatically
When a phone call comes in from a new lead or contact, your sales agents can click on their DialogTech web panel to automatically create and view a new lead record in Salesforce. It saves them time and hassle while enabling them to stay focused on what’s really important: converting the call. The app automatically populates the complete lead source data, caller’s phone number, and other fields captured by DialogTech.
Capture Missed Calls in Easy-to-Access Queue for Better Follow Up
If a call comes in afterhours or goes unanswered, DialogTech’s app still captures that call and all associated data and displays it in a Missed Call queue for easy follow up. This way no phone lead is ever lost, and your reps have a simple system for working through missed calls.
Trigger Outbound Calls on Any Device by Clicking on Numbers in Salesforce
DialogTech also helps make sales reps more efficient by triggering outbound calls from any record in Salesforce. Simply click on the phone number within any Salesforce record and DialogTech will trigger an immediate call on any device you choose, including your office, home, or mobile phone. What’s more, if your rep is working from home or traveling, you can still have your business’s phone number (and not the rep’s personal line) show up on a lead’s caller ID.
To get the DialogTech app, visit the Salesforce AppExchange to download. To learn more about call tracking and DialogTech’s voice-based marketing automation suite, request a demo of DialogTech today.
