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Call Tracking Agenda Overview of Call Tracking Call Tracking Agenda Overview of Call Tracking

Call Tracking Agenda Overview of Call Tracking - PowerPoint Presentation

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Uploaded On 2018-11-07

Call Tracking Agenda Overview of Call Tracking - PPT Presentation

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

tracking call dashboard campaign call tracking campaign dashboard dealer number recording calls numbers amp click principle hvacp request ability

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Presentation Transcript

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

1

2

3

4

Call Trends

:

Call Value by Month

Call Duration

Hour of Day

Day of Week

Goal:

Better

business readiness & planning

1

2

3

4

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!