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21 AI Use Cases For Turning Calls Into Marketing Data Prompts

Post Author: Harry James
Post Date: 7 September 2024

In today’s fast-paced digital landscape, AI is revolutionising the way marketers gather and utilise data. Leveraging AI for call tracking can unearth valuable insights that drive effective marketing strategies.

This article delves into 21 innovative use cases where AI transforms calls into actionable marketing data, enabling businesses to optimise their customer interactions and streamline data collection processes.

A Quick Call Tracking Definition

Call tracking involves using unique phone numbers to link conversations back to their marketing sources and collect crucial caller data. This can include the caller’s location, whether they are new or returning, and associated website activity.

By attributing sales to the best-performing marketing materials, local landing pages, and PPC campaigns, businesses can gain a clearer picture of what drives customer engagement and conversions. Manual tracking is tedious and can lead to missed details, but AI can streamline this process, offering faster and more precise insights.

What Prompt Or Quick Recipe Can I Use To Get AI Insights From Call Tracking?

To harvest AI insights from call tracking, combine automatically logged call transcriptions with a well-crafted AI prompt. This setup can significantly speed up first-party data collection. A prompt typically consists of two parts: the question you want answered and the manner you want AI to respond.

For example, you could ask, ‘What prompted the caller to reach out?’ and instruct AI to respond as a sales agent identifying the marketing channel that led to the call. This method allows for efficient extraction of vital data without extensive manual labour. Your team can then focus on high-priority tasks.

How To Use AI To Update Customer Contact Fields

Generative AI can automate data entry from customer conversations, updating fields like caller profiles to keep them current and relevant. While it might seem mundane, the time savings are substantial, freeing up your team to focus on more lucrative activities instead of manual data entry.

Name fields can be updated based on caller preferences, ensuring personalised interactions. Email addresses can be effortlessly collected without repetitive verification. Additionally, AI can accurately retrieve company names directly from conversations and identify the buyer’s role, whether they are a researcher, influencer, or decision-maker.

AI can also categorise conversations in CRMs by using tags. These tags help in segmenting conversations for further analysis or follow-up. For instance, new or returning callers can be tagged automatically, and interactions categorised as spam, specific product inquiries, or lifecycle stages.

Can AI Automatically Tag Conversations In My CRM?

Absolutely, AI can automate tagging in your CRM, aiding in the categorisation and segmentation of conversations for detailed analysis. This can include marking someone as a new or returning caller, or categorising enquiries.

Spam calls can be automatically flagged, allowing your team to focus on genuine leads. AI can also tag product-related calls for deeper analysis or for sales pitches during follow-ups. Additionally, lifecycle tags can be assigned based on the nature of the prospect’s questions to gauge their readiness to buy.

AI tags can also identify target accounts by analysing details such as company size or revenue, helping sales teams to quickly zero in on ideal customers.

Can Generative AI Score Leads In My CRM?

Indeed, AI can efficiently score leads by analysing call transcripts and chat logs. Scoring can range from readiness to buy, ideal customer fit, or even assessing the performance of your sales team.

For example, AI can score a lead’s likelihood to purchase on a scale from 1 to 5. It can also evaluate how well a lead fits your ideal customer profile. Additionally, AI can score your sales team’s performance during calls, thus assisting in coaching and improvement.

This automated lead scoring helps determine follow-up priorities, ensuring that your team focuses on the most promising leads.

Can Generative AI Capture & Update Custom Fields From Phone Calls & Chat Logs?

Yes, AI can capture and update custom fields, providing flexibility to tailor insights to your business needs. Product familiarity, related products, appointments, and next steps can all be managed automatically by AI.

By tagging calls with product names, AI determines how much time to spend on education versus selling. It can identify other related products for cross-selling opportunities, schedule appointments directly into calendars, and recommend the best follow-up actions.

These capabilities display how AI can align with your strategy and optimise various aspects of customer data management effortlessly.

How To Use Generative AI To Take Action On Automatically Updated Sales Contacts

Utilising AI to update sales contacts is just the beginning. AI can automate tasks that significantly enhance efficiency.

For instance, conversion data can optimise advertising. AI-updated fields can qualify leads for platforms like Google Ads, streamlining the journey from simple conversions to highly optimised ad targeting without manual input.

Additionally, AI can enrich CRM personalisation efforts. Automatically scraped email addresses can enrol new contacts into tailored email campaigns. Product and lead scores inform personalised marketing efforts, enhancing engagement and conversion rates.

Better Personalisation In Your CRM

AI-generated scores and tags enable intricate personalisation within your CRM. This can start with straightforward tasks like syncing email addresses to keep contacts updated.

Auto-updated product tags can serve as triggers for enrolling contacts into relevant email drip campaigns. Feeding these insights into your CRM’s lead scoring system enhances the depth and precision of your targeting.

By keeping track of company names and other relevant details, AI empowers tailored outreach strategies, maximising the impact of your marketing efforts.

Following Up & Closing Deals

AI isn’t just for data entry; it significantly enhances follow-up strategies. Agreed meeting times can be seamlessly scheduled via AI-integrated tools, sending out calendar invites automatically.

Soft follow-up agreements, like ‘call me next week,’ can be programmed into outbound dialers, ensuring timely follow-ups. This reduces the manual workload and ensures no opportunity slips through the cracks.

How To Use AI For Analysing Calls

With a call transcription at hand, AI can quickly extract insights to boost team performance. Instead of spending time on individual call reviews, you can have AI analyse an entire day’s worth of calls in minutes.

This analysis not only saves time but also unveils patterns and opportunities that may not be immediately evident through manual review.

Advanced Conversational Intelligence

AI-driven analysis can enhance conversational intelligence, offering deeper insights from calls. This can include identifying common customer concerns, sales pitfalls, and opportunities for training.

By leveraging AI, businesses can continuously refine their communication strategies, leading to better customer interactions and improved sales outcomes.


AI is transforming call tracking into a powerful tool for data-driven marketing. From updating customer profiles to scoring leads, AI streamlines processes and uncovers valuable insights.

By integrating AI into call tracking, businesses not only save time but also improve their marketing effectiveness, making it a pivotal technology for modern marketing strategies.

Source: Searchenginejournal

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