CallRail Announces Partnership With Intuit Mailchimp

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New integration delivers personalized, timely follow-ups and drives lead conversion with AI-powered conversation insights

CallRail, the AI-powered lead intelligence platform, announced a new integration with Intuit Mailchimp, the #1 email marketing and automation platform*, which is available to mutual customers now. This partnership will allow mutual CallRail and Mailchimp customers to bridge the gap between on- and offline channels by providing prompt, customized customer engagement based on lead attributes and AI-identified conversation insights.**

“We are delighted to partner with CallRail to help companies streamline and automate customer interactions and optimize their marketing efforts.”

Businesses have limited time to close a new opportunity, making the timing and content of every touchpoint critical. With this integration, businesses have the ability to improve the customer experience by engaging customers and prospects with personalized and timely email or SMS marketing. The integration between Mailchimp and CallRail harvest insights (why they called, what they are looking for, overall sentiment, etc.) of each call, text and form fill and apply them to Mailchimp’s robust marketing capabilities with advanced segmentation and tagging. Small business owners can pre-determine which customer journey to send a prospect on in order to best meet their needs to maximize conversions.

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Marketers using this integration will be able to send automated follow-up emails or SMS messages to prospects after they interact with the business. Additionally, they will be able to automate different messages for the customer based on:

  • Sentiment: Use AI to identify call sentiment for customer segmentation. For example, set calls with positive sentiment to receive a reminder to review on social media, and all calls with negative sentiment to receive a follow-up to understand how to best improve customer satisfaction.
  • Bespoke tags: Use AI to create custom tags for keywords and phrases spoken during a conversation. For example, if the customer mentions a specific product, marketers can automatically trigger a promotional or deeper education email for the product.
  • Revenue/customer value: Trigger unique follow-up emails based on customer needs and anticipated customer value. For example, calls valued under $100 that didn’t book an appointment are put into a specific nurture sequence, and those valued over $100 that didn’t book receive a special offer.
  • First-time caller: Once a service is scheduled, customers can receive a pre-appointment nurture email with information about what to expect during their appointment.

By eliminating manual processes and leveraging the power of conversational AI in CallRail, small business owners can customize their customer experiences and simultaneously focus on what they do best: serving customers.

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“We’re thrilled to partner with Mailchimp to unleash the power of conversation data coupled with email segmentation and automation for SMBs,” said Marc Ginsberg, CEO at CallRail. “Generating leads is expensive. Our goal is to ensure that businesses are able to convert as many leads as possible to valued customers. This partnership not only saves time, but also drives a better customer experience and lead conversion for business owners and marketers.”

“Small and medium-sized businesses are looking to deliver quality sales and services to their customers but are often hindered by complex lead cycles and manual processes,” said Kenneth Chestnut, Global Head of Ecosystem at Intuit Mailchimp. “We are delighted to partner with CallRail to help companies streamline and automate customer interactions and optimize their marketing efforts.”

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