5 agency success stories that prove the ROI benefits of call tracking

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It’s par for the course when a product or service touts their amazing features and ease-of-use in their marketing website copy, their promotional materials, and their press releases. But in recent years, user reviews and testimonials have become just as important to customers as marketing collateral when it comes time to make a purchasing decision.

The same is true for call tracking software, which is why we pour a great deal of effort into speaking with real CallRail customers, and writing up their testimonials into case studies.

By speaking with the real people who use our service, we’re doing more than just conducting research around UX preferences or market sentiment. With our case studies, we get to learn exactly how our software is making an impact on the bottom line — both for our users and their clients.

Here, we’ll review some of our favorite agency ROI case studies, and explore how they used CallRail to deliver amazing ROI results for their clients. (Each case study will be linked at the top of its summary, so feel free to click through for a more in-depth read.)

1) Call tracking helps SalesX cut client’s CPL by 90%

The folks at SalesX, a Bay-area agency, are some of the best of the best when it comes to digital marketing. As an early evangelist of Google Ads (they even hired one of its creators to sit on their board), they’ve developed an impressive track record when it comes to using digital marketing best practices to boost a client’s business.

However, SalesX found that some of their clients were a little more old-school, and don’t rely exclusively on digital channels to drive revenue. For these clients, calls are a mission-critical channel.

“For us, [call tracking] was a critical part of our mission, because we want to be able to accurately track all sources of contact for our clients,” said SalesX Founder and CEO Joe Khoei. “And we found that for most of our clients, they were tracking form fills and web sessions and everything else, but not calls.”

In the case of one client, the top-to-bottom application of call tracking helped deliver some seriously eye-popping results: A Cost Per Lead reduction of more than 90 percent, coupled with a 35 percent boost to their conversion rate!

With results like that, SalesX’s clients can be confident that they’re earning amazing ROI — both on the money they’re spending on ads, and on what they’re spending to be a SalesX client.

2) NYC SEM proves 800% ROI for client, thanks to call tracking

This New York City-based digital marketing agency knew they were delivering seriously impressive ROI for their clients, but they had difficulty proving that new business was directly tied to the campaigns they were running.

By implementing CallRail for one of their clients, they were almost immediately able to prove that their relatively modest ad spend of around US $1,000 was bringing in tens of thousands of dollars in revenue for their client — anywhere between 500 to 800 percent ROI on their ad spend in a given month.

“I could immediately see that all the sales for these products were happening over the phone and I would never have been able to measure this through web conversions,” explained NYC SEM Marketing Director Darren Carter.

3) Wonderist boosts client’s monthly revenue by over 500%

Dentistry — like other medical businesses — is a specialized fields where calls are still crucial. Prospective patients rightfully want to speak to a real human before they commit to putting their health and welfare in your hands, so phone calls are sa primary channel when it comes to earning new leads and drumming up business.

Most dental offices take a piecemeal approach to marketing, hiring one firm for digital ad buys, another for web design, another for direct mailers, and so on. Wonderist, a San Diego-based dental marketing agency, understood that they could deliver both real value and cost savings to clients by centralizing all of these operations under a single roof, with call tracking as one of the central pillars of their marketing efforts.

And their results speak for themselves: By putting CallRail to work for one Pittsburgh-based client, they saw a 530 percent increase in monthly appointments year-over-year, along with a comparable increase in revenue — without requiring a huge increase to their marketing budget.

“Most importantly for us as an agency, the data from CallRail meant we didn’t have to sit on our hands and say, ‘Gee, I sure hope we were part of helping him drive all those new patients,’” explained Wonderist co-founder Michael Anderson. “We can bring that call tracking data to our client and demonstrate the direct role our advertising had in their success.”

4) FreeGren proves client ROI and increases leads and conversions by 40%

Client retention is one of the thorniest problems any digital marketing agency will face. At the Bellevue, Washington-based marketing agency FreeGren, they knew they needed a different approach to differentiate their business from the crowd.

And so, they adopted a forward-thinking strategy: Instead of focusing exclusively on big payouts from enterprise-grade clients, they would instead prioritize relationships with small-to-medium sized clients, especially those in markets with a high average transaction value.

In one memorable case, they knew that they were delivering great results for the client, but an absence of comprehensive analytics meant that the client wasn’t totally sold on the value of FreeGren’s services. But after a top-to-bottom implementation of CallRail into the client’s marketing stack, FreeGren was able to conclusively show how their campaigns for the client had directly resulted in a 40 percent increase in leads and conversions. (All in the space of only three months!)

And by delivering such excellent results, and providing total data transparency along the way, FreeGren is also boosting their own bottom line — they almost never lose a client to churn.

5) IVIO doubles client’s new customers on the same budget

You read that correctly: By implementing call tracking for a customer who previously had not been tracking any calls, this Phoenix-based legal marketing agency helped a client more than double their monthly business.

By using CallRail’s Keyword Tracking feature, IVIO was able to zero in on the Google Ads keywords that were driving the most calls and new business to a client. That, in turn, helped them focus their ad spend on the best messaging and most lucrative targeted audiences.

As a result, one of IVIO’s clients saw their number of monthly appointments more than double (going from 12 to 25), along with a corresponding increase in monthly revenue — all without having to spend a single extra penny on ad buys.


While there may not be a magic bullet, one-size-fits-all solution for proving and improving agency ROI, these examples illustrate how the judicious use of call tracking and analytics can make a serious difference, both for your agency and your clients.

If you’re interested in exploring the benefits that call tracking can bring to your agency, you can start right now: Begin your 14-day free trial of CallRail, or request a personalized demo.

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