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CallRail > Case Studies > Greater insight, greater results: How better data helped one agency boost client ROI
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Greater insight, greater results: How better data helped one agency boost client ROI

Technology Category
  • Analytics & Modeling - Real Time Analytics
  • Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
  • Healthcare & Hospitals
Applicable Functions
  • Business Operation
  • Sales & Marketing
Services
  • Data Science Services
The Challenge
Einstein Industries, a marketing firm specializing in search engine marketing and data-driven marketing strategies, was looking to differentiate itself in a crowded market. They were serving clients in the medical, dental, and legal industries for over 25 years. However, they realized that their 'content is king' approach was not comprehensive enough. They wanted to focus on a more encompassing SEM approach and started to build out their paid search and social side of the business. They initially bootstrapped the efforts, relying on a team member who had some background with paid search and social advertising. However, they quickly realized that they needed more advanced call tracking and reporting for their clients. They wanted to see more data at a time when Google started hiding data.
About The Customer
Einstein Industries is a marketing firm based in San Diego, CA. They specialize in search engine marketing and data-driven marketing strategies to support lead generation. For over 25 years, they have been serving clients in the medical, dental, and legal industries. These industries often involve costly services, which means customers often do extensive research before making an appointment or pulling out their credit cards. To appeal to these customers, Einstein Industries requires a mindful approach that considers their position in the customerʼs journey and speaks to their specific needs and questions. They rely on tools like Call Tracking and Form Tracking to get a 360-degree view of their clientʼs customers, using multi-touch attribution data to create a checks and balances system that allows their clients to make data-informed decisions.
The Solution
Einstein Industries turned to CallRail for a solution. They decided to port all of their tracking numbers to CallRail, ditch the old vanity and 800/888 numbers strategy from the late 90s–early 2000s, and embrace dynamic number insertion versus hard-coded tracking numbers. CallRail helped Einstein implement Call Tracking and Form Tracking to give the agency and its clients a 360-degree customer view — through every step of the customerʼs buying journey. CallRailʼs Call Tracking platform with the Form Tracking power-up automatically analyzes customer inquiries to unlock trends and identify areas of opportunity. Einstein uses these insights to inform their strategic recommendations and then implement and track efforts to support them. Call Tracking and Form Tracking work together to create a seamless timeline of every leadʼs interaction — online and off. With this data on hand, agency marketers can better understand which marketing tactics are driving inquiries and bookings.
Operational Impact
  • Einstein Industries was able to quickly and easily analyze customer inquiries to unlock trends and identify areas of opportunity.
  • They were able to create a seamless timeline of every leadʼs interaction — online and off, giving them a better understanding of which marketing tactics are driving inquiries and bookings.
  • They were able to easily show their medical, dental, and legal clients how to effectively budget for marketing, eliminating the need to guess what they might need or to persuade them to reallocate budget to Einstein from competing marketing efforts.

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