With so many opportunities to use artificial intelligence (AI) to assist with marketing activities, it can be hard for marketing agencies to know what tools to invest in for the best value and results for clients.
In a recent webinar hosted by Loren Baker of Search Engine Journal, experts described how marketers can use AI to improve workflows and maximize resources. CallRail’s Senior Product Marketing Manager Zac Elbel and Sean Whitmore, Director of Digital at Snapshot, a full-service marketing agency and CallRail agency partner, discussed how marketing agencies can take advantage of AI technologies, including how Snapshot uses CallRail’s AI-powered tools.
Automate and simplify tasks with AI
Agencies are turning to AI to make everyday tasks like time tracking, content outlining, and writing easier. AI also helps them automate tedious processes like reviewing and categorizing calls. Plus, AI automates repetitive project management tasks, such as assigning roles, mapping timelines, and sending calendar invites.
AI can’t replace creative thinking or nuanced editing, which only real people can bring to the table. But by taking care of the repetitive stuff, AI frees up time for marketing agencies to focus on what really matters—developing the big ideas, crafting engaging content, and delivering the kind of creative work that makes a real impact.
Case Study: How Snapshot gave clients better insights
Problem
One client was concerned that their paid organic media efforts weren't generating calls.
Assessment
Using CallRail, the Snapshot team looked into the client's account and saw they received 20 calls in just one day, which was more than the entire week prior. Only 11 of those 20 calls were answered by the client's team.
Solution + Results
The agency was able to help the client see where they were losing leads and help them ensure every call is answered.
Qualify and close more leads
One way to make the biggest impact on marketing is to use AI to generate, qualify, nurture, and close leads. Here are some ways to do that:
Automate attribution reporting
With CallRail’s AI, self-reporting attribution automatically tracks digital and offline attribution sources, helping you know which channels generate the most leads.
Qualify leads
CallRail helps categorize marketing-qualified leads by automatically classifying calls based on certain terms used by a customer. This not only improves the flow between marketing and sales departments, but it’s done automatically, saving time and money.
Convert leads
If you struggle to convert leads, AI-powered tools like CallRail’s new Convert Assist can help. The features allow you to automatically:
- Generate customized next steps for each lead
- Create and send personalized messages to engage leads
- Provide agents with coaching so they can have better conversations
In addition to Convert Assist, CallRail created CallRail Labs to allow users to test AI features and provide feedback. This helps speed the release of new features and allows customers to stay ahead of competitors.
Case Study: How one client automated lead qualification
Problem
A behavioral health client had just one person answering phones while also manually taking and reviewing notes.
Assessment
The phone contact was attentive and present to callers because that’s important in behavioral health. However, it was difficult to evaluate calls in real-time and time-consuming to review them later to determine lead status.
Solution/Results
Snapshot was able to use CallRail Conversation Intelligence® to qualify (and disqualify) leads based on keywords.
“My client can be on the phone 100% present and afterward go in and see what the sentiment overall was,” explained Sean Whitmore. “At scale, it gives her a quick view of how things are trending."
Why start using AI now?
Agencies that start using AI now are setting themselves up for success. By streamlining workflows and gathering valuable insights, you’ll gain a competitive edge. AI learns and improves over time, so the sooner you adopt it, the more benefits you'll see. Plus, CallRail’s AI-powered features help you enhance lead tracking, intelligence, and management. You’ll gain deeper insights into lead quality, conversions, and nurturing, allowing you to maximize ROI and offer even more value to your clients.
