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CallRail Adds Features That Automatically Process Sales Lead Intelligence


Gathering sales lead intelligence from customer contact is a laborious, manual process. It relies on human sales agents to ask the right questions, and data analysts to organize this intelligence into actionable tasks. Because it’s human led and relies on the work of people who simply want to make the sale in the moment, it often misses trends that could be of value to the business.

AI-powered lead intelligence solutions provider CallRail recently announced three brand new features from its innovation program, CallRail Labs. The solution automatically identifies questions frequently asked on calls to inform search engine optimization (SEO), keyword strategy and marketing messaging. For example, if leads continually ask about a service a business does not offer, the business knows to evaluate their website messaging and keyword bidding strategy to ensure they are driving calls that are a good fit. Alternatively, they might decide to change their offerings to meet the evolving demands from their leads.

The solution also captures personal details and preferences of callers automatically, which can be used to support future relationship building and form deeper connections between brands and customers. Small details, such as remembering a customer’s birthday or an upcoming life event, can build improved trust and brand loyalty. The new feature surfaces those personal details instantly with a click of a button and, through CallRail’s partner ecosystem, will allow businesses to surface those details in their CRM.

In terms of after-call work, the platform will now leverage AI to generate thoughtful, concise text and email messages after a customer call has ended, which assures the customer that the company has captured the most important information from the call. Timely follow-up is critical to building customer relationships, as it ensures they know their needs or questions were heard. With this release, the follow-up message is generated automatically with AI, increasing lead conversion while saving agents countless hours of work.

“Our new releases extract simple, practical, yet incredibly valuable, information to give CallRail customers another layer of business understanding without significant investment in time, talent, or other costly resources – it’s all AI-powered,” said Sean McCrohan, VP of Technology and leader of CallRail Labs. “Our conversational AI pulls and aggregates the previously undiscoverable customer insights from calls that allows businesses to increase impact to both top line growth and bottom line cost savings. We appreciate our curious customers that join us in testing and innovation.”

Edited by Erik Linask
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