CallSource offers a suite of call tracking, reporting, and analytics products aimed at optimizing sales and marketing calls. Features include call recording and tracking, call analytics, and performance evaluation.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
General Manager at Home Instead Senior Care (501-1000 employees employees)
Pros
Analytics: Monthly reports on calls that breakdown all of the pertinent info you would need
Missed opportunities: Management would be notified when we had a missed opportunity for a sales lead/service inquiry immediately after the call was finished so we could follow up on it
Potentially missed revenue: Monthly reports would analyze data and tell you the potential revenue missed from the missed calls
Cons
Easier Dashboard: The dashboard is a little hard to navigate at times when digging deep into the menus
Mobile Dashboard: Sometimes I was not at my desk and needed to listen to a call on my mobile device. I could do it but a dedicated app might be nice
Return on Investment
Increase sales - With missed sales alerts, we were able to call those customers back and maybe reevaluate their situation and close the sale, or at least get one step closer to it.
Increase productivity - Office staff knew that there was a potential for the calls that they had coming in to be recorded, so they were more efficient and productive in their calls.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Manager in Sales (201-500 employees employees)
Pros
Monitoring
Reporting
Data Driven
Cons
Reviewers not always accurate
slow loading at times
Time stamps not always accurate
Return on Investment
Not missing calls and knowing that we capture all phone traffic
Helping identify easily the call source so our advertising dollars are used well
Customer service has gone up with associates
Other Software Used
PCRecruiter, MRI Residential Management, Microsoft Office 365
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Professional in Customer Service (501-1000 employees employees)
Pros
The reporting is easy to access and use with little to no training. Pretty straightforward.
It does what it's supposed to -- creates usable tracking numbers, with added features like call whisper and call notifications that can be sent to a number of email addresses.
It can be integrated with our CRM, Salesforce, for ease of use!
Cons
It is SO slow. Trying to access campaigns to make updates, add new campaigns, etc., takes such a long time that I usually open up a CS window, then go back to my emails and tackle other tasks before I come back to CallSource hoping it's finally ready for me to make and save my changes.
The call whisper gets identified as a telemarketer often. Wondering if there's another voice or different verbiage that can be used that will help make it sound less like a telemarketer so the person answering the phone doesn't just automatically hang up, which happens often.
Return on Investment
We are able to obtain and provide more detailed insight as to why our customers may be doing well/poorly with our products.
I can't speak to this in terms of numbers or percentages, but I can say with confidence that it has assisted in saving many high risk accounts.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
Account Manager in Customer Service (501-1000 employees employees)
Pros
Tracking numbers work
Easy to turn features on and off
Can record and listen to calls made
Cons
EXTREMELY SLOW!! Takes 10 minutes just to get logged in and set up a single number
Phone numbers get spammed a lot and forces us to reprovision
Reporting functionality is very weak
Return on Investment
Prove ROI to our dealer partners by showing them how many calls they are getting
With all recordings, we can discuss calls and coach dealers on better ways to approach our customers