Benefits of Call Tracking Accessing Call Tracking Dashboards Enabling Call Recording Requesting Additional Call Tracking Numbers Call Tracking Overview Consumer calls ABC Heating amp Cooling ID: 720301
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Slide1
Call TrackingSlide2
Agenda
Overview of Call Tracking
Benefits of Call Tracking
Accessing Call Tracking Dashboards
Enabling Call Recording
Requesting Additional Call Tracking NumbersSlide3
Call Tracking Overview
Consumer calls
ABC Heating & Cooling
616-333-4444
Dealer’s Phone NumberCall forwards behind the scenes to the dealers actual number.
ABC Heating & Cooling
616-333-4444
Phone numbers are the Dealer Locator are Call Tracking NumbersSlide4
Call Tracking Benefits
Captures call metrics
Call
date & time
Caller
numberCall result (Conversation, Hang Up, Voicemail)Call durationCampaign EffectivenessTrack call activity from Dealer LocatorTrack call activity based on other campaigns*Enables call recordingIdentify Training OpportunitiesDealer Principle must opt-in
*must request call tracking number to use in campaignSlide5
Call Tracking Dashboard
Call Tracking Dashboard accessed through HVACpartners
Marketing Tools
Programs & Promotions
Call TrackingSlide6
The Call Tracking Dashboard provides insights to help dealers manage their calls and business
Call Tracking DashboardSlide7
Call Tracking Dashboard
Call Disposition
:
Connected
Busy
No Answer
Goal:
100%
connected callsSlide8
Call Value
:
Captured Opportunity
Missed Opportunity
Goal:
Maximum
Captured Value
Call Tracking DashboardSlide9
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Call Trends
:
Call Value by Month
Call Duration
Hour of Day
Day of Week
Goal:
Better
business readiness & planning
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Call Tracking DashboardSlide10
Call Tracking Dashboard
Campaign report provides summary campaign information
One row per campaign
Ability to filter and export data to excel
HVACPartners
ID
Dealer Name
Campaign Status
* No campaign is ended without distributor indicating
Name Assigned to Campaign
Brand of Campaign
Where calls are forwarded to
*matches dealer number in HVP profile
Whether Call Recording has been enabled
Number of Calls for the Campaign
Distributor
Type of CampaignSlide11
Campaign Dashboard
Filtering of Campaign Dashboard
Click Show Search Filters
Ability to filter by any
of the fieldsTo update results, click SearchSlide12
Call Tracking Dashboard
Calls report provides call specific details
One row per call providing call metrics
Ability to filter and export data to excel
HVACPartners
ID
Dealer Name
Where calls are forwarded to
*matches dealer number in HVP profile
Number Callers Use
Number that called
When Call Occurred
Whether call was Connected, Busy, No Answer, Abandoned
Duration of Call
Campaign the call is from
If Call Recording is enabled, the recording will show up here.
Click Recording to PlaySlide13
Enabling Call Recording
Owner/Principle sees Call Recording Option
Waiver is presented to dealer principle
Principle needs to Check “Accept” and click SubmitSlide14
Additional Call Tracking Numbers
Any dealer can request additional call tracking numbers to use in their own marketing campaigns:
Dealer Website
Mailers
Ads
Social MediaContact HVACP administrator
HVACP administrator sends request to factoryNumber is added, activated, and HVACP admin is notifiedHVACP admin notifies dealerNumber is active and the beneficial insights start coming!