Call Tracking & Lead Attribution Setup
Budget: $750 – $1,000 USD
Lead Attribution and Call Tracking Integration for King Movers and Storage
**Objective**
The goal of this project is to enhance lead attribution and call tracking by integrating CallRail with SmartMoving and Ringcentral, ensuring seamless tracking of marketing campaigns across various channels. This will help identify every lead source and this information we will have it in smartmoving crm for every qualified lead and for no-market calls to be registered in ringcentral.
Scope of Work
1. **CallRail Integration with SmartMoving and Ringcentral
-Create a pop up triguered by every call from ringcentral
- Sales rep gets to choose and clasify calls so then the opportunity is Automatically create opportunities in SmartMoving for inbound calls.
- Assign sales representatives based on what the sales rep decides.
- Categorize calls (e.g., Market Qualified Lead, Vendor/Job Seeker, Operations, Other).
- Enable call tracking for Google PPC, Meta Ads, GBP (Google Business Profile), Direct Mail, and website inquiries.
- Record all calls using RingCentral for future reference.
2. **Lead Attribution Setup**
- Implement UTM tracking for:
- Facebook campaigns
- Google PPC and Bing Ads
- GBP clicks
- Email marketing
- Yelp referrals
- Affiliate QR codes and links
- Ensure integration with Google Analytics and Search Console for enhanced data tracking.
3. **Dynamic Lead Form**
- Develop a lead form similar to www.allmysons.com in our webpage created in duda.
- Automatically capture lead details and send them to SmartMoving CRM.
- Display a pop-up on RingCentral (desktop or mobile) showing caller information, including name, number, and source.
- Provide selection options for vendors, job seekers, operations calls, and others.
4. **Reporting & Analysis**
- Make sure the lead atribution report gets the information from the form and calls
- Make sure ringcentral can receive the information screened by the sales rep and the lead source to be able to make report in the call log.
Deliverables
- Integrate CallRail + SmartMoving system + Ringcentral
- Form should be able to read and deliver UTM information to lead atribution report.
- Dynamic lead form with automated CRM data entry.
- Smartmoving, Call rail and Ringcentral should be able to get information and report it on its natives reports. call logs and lead atribution.
-Code for pop-up and form fill so we can do changes and maintenance if necesary in the future.
Timeline
Expected completion within **2-3 weeks**
Payment milestones: 25% after form fill is done, 50% after call pop up is working, 25% once test and training is made.
*One year guarantee the system will not glitch.
**Objective**
The goal of this project is to enhance lead attribution and call tracking by integrating CallRail with SmartMoving and Ringcentral, ensuring seamless tracking of marketing campaigns across various channels. This will help identify every lead source and this information we will have it in smartmoving crm for every qualified lead and for no-market calls to be registered in ringcentral.
Scope of Work
1. **CallRail Integration with SmartMoving and Ringcentral
-Create a pop up triguered by every call from ringcentral
- Sales rep gets to choose and clasify calls so then the opportunity is Automatically create opportunities in SmartMoving for inbound calls.
- Assign sales representatives based on what the sales rep decides.
- Categorize calls (e.g., Market Qualified Lead, Vendor/Job Seeker, Operations, Other).
- Enable call tracking for Google PPC, Meta Ads, GBP (Google Business Profile), Direct Mail, and website inquiries.
- Record all calls using RingCentral for future reference.
2. **Lead Attribution Setup**
- Implement UTM tracking for:
- Facebook campaigns
- Google PPC and Bing Ads
- GBP clicks
- Email marketing
- Yelp referrals
- Affiliate QR codes and links
- Ensure integration with Google Analytics and Search Console for enhanced data tracking.
3. **Dynamic Lead Form**
- Develop a lead form similar to www.allmysons.com in our webpage created in duda.
- Automatically capture lead details and send them to SmartMoving CRM.
- Display a pop-up on RingCentral (desktop or mobile) showing caller information, including name, number, and source.
- Provide selection options for vendors, job seekers, operations calls, and others.
4. **Reporting & Analysis**
- Make sure the lead atribution report gets the information from the form and calls
- Make sure ringcentral can receive the information screened by the sales rep and the lead source to be able to make report in the call log.
Deliverables
- Integrate CallRail + SmartMoving system + Ringcentral
- Form should be able to read and deliver UTM information to lead atribution report.
- Dynamic lead form with automated CRM data entry.
- Smartmoving, Call rail and Ringcentral should be able to get information and report it on its natives reports. call logs and lead atribution.
-Code for pop-up and form fill so we can do changes and maintenance if necesary in the future.
Timeline
Expected completion within **2-3 weeks**
Payment milestones: 25% after form fill is done, 50% after call pop up is working, 25% once test and training is made.
*One year guarantee the system will not glitch.