21 AI Use Cases For Turning Calls Into Marketing Data [+Prompts]

This publish was sponsored by CallTrackingMetrics. The opinions expressed on this article are the sponsor’s personal.

In the event you’ve been having fun with having random conversations with ChatGPT, or attempting your hand at tricking a car dealership chatbot into supplying you with a brand new automotive for $1, simply wait till you begin utilizing secure AI professionally.

Entrepreneurs are discovering a lot of methods to make use of generative AI for issues like website positioning analysis, copywriting, and summarizing survey outcomes.

However one of the vital pure and safe fits for AI is advertising and marketing knowledge discovery throughout conversational call tracking.

Don’t consider us?

Listed here are a ton of AI advertising and marketing use instances that make good sense on your groups to start out utilizing.

A Fast Name Monitoring Definition

Call tracking is the act of utilizing distinctive telephone numbers to tie a dialog to its advertising and marketing supply, and gather different caller knowledge, similar to:

• Location of caller.
• New or returning caller.
• Web site exercise related to the caller.

It may well assist attribute gross sales to:

• Greatest performing advertising and marketing supplies.
• Greatest performing native web site touchdown pages.
• Greatest performing PPC campaigns.

Manually monitoring and analyzing every dialog can take hours, and sometimes, vital nuances are missed.

That is the place AI might help pace up marketing insight discovery and routinely replace contact and gross sales pipelines.

All you want is a immediate.

What Immediate Or Fast Recipe Can I Use To Get AI Insights From Name Monitoring?

Your routinely logged name transcriptions + an AI immediate = automated conversation intelligence.

After getting this setup configured, you possibly can drastically pace up your first-party knowledge assortment.

To get extra particular, prompts have two predominant elements. The query you need answered, and the way you need AI to reply it. For instance:

The query: What prompted the Caller to achieve out?

The immediate [how should AI answer]: You’re a useful Gross sales agent answerable for figuring out what advertising and marketing channel prompted the contact to name. If the contact didn’t determine what prompted their name please solely reply with “None”.

Under are some instance responses on what a contact may say:

• Podcast advert.
• Social publish.
• Pal or household advice.
• Stopped by occasion sales space.
• Learn evaluations on-line.

1 – 18. How To Use AI To Replace Buyer Contact Fields

Beginning off boring, however highly effective: Generative AI can take your buyer conversations and automate knowledge entry duties, similar to updating caller profiles to maintain them related and certified.

Picture created by CallTrackingMetrics, March 2024

Spectacular? No.

However the time financial savings add up shortly, and let your group work on the issues they like (that make the corporate cash) as a substitute of manually filling out wrap-up panels after a name.

What Contact Data Can AI Routinely Replace?

1. Identify – You’re going to get a reputation from caller ID which is a superb begin, however is it the identify your caller prefers? Is it updated or is it nonetheless the identify of a former buyer who left their firm to chase their goals? With a fast AI immediate, you possibly can be sure to’re greeting the precise individual once they name again.
2. E-mail Deal with – It is perhaps a default worth for type submissions, however getting an e mail handle from a caller can take quite a lot of backwards and forwards. AI isn’t going to ask for that final half once more, or require you to learn it again to them to confirm. It’s simply going to do it.
3. Firm Identify – You is perhaps utilizing a gross sales intelligence instrument like ZoomInfo to drag this sort of factor from a database. Nonetheless, you may also benefit from the accuracy of extracting straight from the phrases of your prospect.
4. Purchaser Position – Possibly not a fundamental discipline, however one AI can fill out nonetheless (very like different customized fields under!). Give your AI a listing to select from like a researcher, influencer, or determination maker. Positive can be good to know the way a lot affect they really have with out having to ask straight.

Can AI Routinely Tag Conversations In My CRM?

In fact!

In CRMs and gross sales enablement instruments, tags are used to categorize and section your conversations for additional evaluation or follow-up.

Some fashionable tags for name monitoring are marking somebody a brand new or returning caller.

You may set a tag manually. You may set a tag utilizing an if/then set off. And due to what this complete factor is about, you possibly can replace tags using AI.

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Use AI to routinely add tags to your prospect’s profile, based mostly on their precise calls.

5. Spam – Positive, you possibly can mark one thing spam your self, however why not let AI do it for you so you possibly can transfer on to actual work?
6. Product Tags – What was the caller asking about? Add product tags to requires additional evaluation, or to leap proper into the gross sales pitch once they name again.
7. Lifecycle Tags – Have AI study what sorts of questions your prospect is asking and qualify them alongside a scale of simply studying to prepared to purchase. And even, mark them as an current buyer.
8. Goal Account – Did the caller point out their firm dimension? Possibly you requested them about income or tech stack. In the event you let AI know what your splendid buyer appears to be like like, it’ll make it easier to shortly determine them whenever you’re speaking to 1.

Can Generative AI Rating Leads In My CRM?

Sure! Nevertheless, if 100% of your calls finish in gross sales, skip this half.

For the remainder of us, telephone, textual content, and chat leads vary from “by no means going to purchase something” to “prepared to offer you my bank card data.”

You want a solution to gauge which leads are closer to “ready.” That is the place lead scoring is available in.

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Whereas there are lots of ways to score your conversations, you should use AI to sift by way of the transcription and qualify a lead for you.

For name scoring, this typically appears to be like like a rating of 1 to five.

So, listed below are a couple of examples of how AI can routinely rating your leads from transcripts and chat logs.

10. Readiness to Purchase – Probably the most basic method to scoring is asking, “How seemingly is that this lead to purchase?” A rating of 1 is unqualified, and a rating of 5 is that they’re already paying us.
11. Ideally suited Buyer Fit – Identical to including a goal account tag above, prepare your AI on what a superb buyer appears to be like like, and it will probably additionally provide you with a rating. How intently does this caller suit your splendid profile?
12. Teaching – Not every thing needs to be concerning the lead. Generally we wish to grade our personal group. How nicely did your gross sales group keep on with the script? Have been they pleasant? Let AI roll it up right into a rating for you.
13. Comply with-up Precedence – Combination readiness to purchase, buyer match, and different inputs to resolve on how aggressively to observe up along with your leads.

Can Generative AI Seize & Replace Customized Fields From Cellphone Calls & Chat Logs?

Your organization is probably going not the identical as each different firm utilizing name monitoring to get buyer insights.

You’ll need some flexibility to find out what’s vital to you, not what your call-tracking supplier has decided to be vital.

With customized fields, you get to place your creativity and technique along with AI’s scalability to automate just about something.

Picture created by CallTrackingMetrics, March 2024

AI can precisely assess and notate:

15. Product Familiarity – You’ve tagged a name with a product identify, however how a lot time do you could spend educating the prospect vs. promoting them?
16. Associated Merchandise – What else might you be promoting this individual?
17. Appointments – In case your group runs on appointments or demos, having an AI add a calendar date to a customized discipline opens up a world of automated potentialities.
18. Subsequent Steps – Comply with up with an e mail, a name, or an appointment affirmation textual content. Have AI pull the most effective subsequent step out of your dialog.

19 – 21. How To Use Generative AI To Take Motion On Routinely Up to date Gross sales Contacts

Okay, so there are some time-savings whenever you use name monitoring and AI to replace fields.

If that’s not fairly thrilling sufficient, let’s see what you possibly can truly do with these automated fields.

Picture created by CallTrackingMetrics, March 2024

19. Automate Promoting Optimization

Use conversion knowledge to tell your choices.

Throw AI into the combo, and also you go from A to optimized with out lifting a finger.

How?

The tags and fields your AI simply up to date develop into qualifiers to ship solely the alerts that matter to your enterprise over to platforms like Google Advertisements the place their machine studying will go wild to search out extra of the identical. The place you might need been caught sending a easy conversion (like all name with speak time over 90 seconds) now you possibly can ship these conversions with a 3 or higher rating for readiness to purchase, and a product tag.

20. Higher Personalization In Your CRM

To kick issues off, your AI routinely scraped the dialog for an e mail handle, so now you possibly can add a brand new contact to an email-centric tool like HubSpot instantly on the finish of the dialog. H

ave you up to date product tags? Use that as an ideal set off to enroll them in a extremely related e mail drip.

Feed your name scores and product tags into your CRM’s lead scoring system and add complexity to a often surface-level method. Or do one thing as straightforward as sync their firm identify to their document so you possibly can personalize outreach.

21. Following Up & Closing Offers

You’re not having AI fill out customized fields for enjoyable, you’re doing it to make your job simpler.

And considered one of your main jobs is following up after a dialog to get somebody nearer to buying.

Agreed on a time on your subsequent assembly? Ship that date discipline to your favourite scheduling instrument and get a calendar invite of their inbox. Or perhaps you had a softer “name me subsequent week” settlement? Use that to ship the caller to an outbound dialer that’s set to name as quickly as you log within the subsequent week.

How To Use AI For Analyzing Calls

Transferring past knowledge entry, whenever you give AI a name transcription to work with, it will probably pull out insights to assist your group get higher.

Within the time it could take you to learn by way of one eight-minute telephone dialog, AI has analyzed your complete day’s price of calls and is off taking regardless of the robotic equal of a espresso break is.

What can AI do to improve your dialog intelligence? Sadly, after 16 use instances, we’re bumping up in opposition to our phrase depend and we’ll have to save lots of that for half two: Another Ton of AI Use Cases for Call Tracking.

Picture Credit

Featured Picture: Picture by CallTrackingMetrics Used with permission.