CallTrackingMetrics | findAIList | findAIList

CallTrackingMetrics | findAIList | findAIList

Use Cases

PPC Campaign Optimization

Marketers don't know which specific Google Ads keywords are driving phone calls.

VIEW EXECUTION STEPS

1.

Enable DNI on the landing page.

2.

Link CTM to Google Ads.

3.

A user clicks a 'Personal Injury Lawyer' ad.

4.

CTM displays a unique tracking number.

5.

User calls; CTM maps the GCLID to the call recording.

6.

Conversion data is pushed back to Google Ads for bid optimization.

Healthcare Patient Privacy Compliance

Medical practices need to track marketing ROI while maintaining HIPAA compliance for recorded PHI.

VIEW EXECUTION STEPS

1.

Activate HIPAA-compliant plan settings.

2.

Sign a Business Associate Agreement (BAA) with CTM.

3.

Encrypt all call recordings and transcripts.

4.

Redact sensitive patient info using AI.

5.

Audit logs to track internal access to call data.

Automated Agent Coaching

Managers cannot listen to thousands of calls to ensure agents follow scripts.

VIEW EXECUTION STEPS

1.

Define 'Required Phrases' in AskAI.

2.

AskAI scans 100% of recorded calls.

3.

Scorecards are automatically generated for each agent.

4.

Managers review only 'Red Flag' calls where script compliance failed.

5.

Automated feedback is sent to the agent's dashboard.

Multi-Location Franchise Attribution

A national brand needs to route leads to local franchises while tracking global spend.

VIEW EXECUTION STEPS

1.

Set up an Agency account structure.

2.

Assign tracking numbers to each local branch.

3.

Use IVR to allow users to enter their ZIP code.

4.

Route call to the nearest branch.

5.

Consolidate local data into a national dashboard for brand-wide ROI analysis.

Abandoned Call Recovery

High-value callers hang up during long wait times, resulting in lost revenue.

VIEW EXECUTION STEPS

1.

Monitor the real-time queue for abandoned calls.

2.

Trigger a webhook when a call is disconnected before reaching an agent.

3.

Automatically create a task in HubSpot for an immediate callback.

4.

Agent calls back within 5 minutes to recover the lead.

Outbound Sales Performance Tracking

Sales teams need to track the success rate of cold outbound dialing vs. inbound leads.

VIEW EXECUTION STEPS

1.

Provide agents with WebRTC softphones and outbound Caller IDs.

2.

Log all outbound dials automatically in the CRM.

3.

Use AskAI to detect 'Discovery' patterns in outbound conversations.

4.

Compare conversion rates of inbound vs. outbound efforts in CTM reports.

Real-time Sentiment Alerts

Managers need to intervene in escalated calls before the customer churns.

VIEW EXECUTION STEPS

1.

Configure AskAI for real-time sentiment monitoring.

2.

Set a threshold for 'Angry' or 'Frustrated' keywords.

3.

Trigger a Slack notification to the manager when a call hits the threshold.

4.

Manager uses the 'Whisper' feature to guide the agent or 'Barges' in to take over.

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