Case Study: StrategyWise achieves significant client revenue gains with CallRail

Strategy-Focused Agency uses CallRail to Translate Visibility into Revenue

StrategyWise is a strategy-focused agency that builds analytics-driven marketing foundations for clients with $5–$100 million in revenue. They struggled to track inbound leads across up to five marketing channels using a patchwork of toll-free numbers and third-party vendors, which was expensive, inconsistent, and made it hard to tie call activity to revenue — so they adopted CallRail’s call analytics and unified call recording solution.

CallRail provided autogenerated toll-free numbers per channel, automatic call routing and CRM lead creation, call recordings, tagging, and email notifications, enabling StrategyWise to monitor channel performance and improve sales follow-up. Using CallRail, StrategyWise helped a medical-equipment client drive $600,000 in additional sales in the first two quarters of 2014 (on track for over $1M that year) and guided an automotive reseller to cut $2,000–$4,000 monthly in wasted spend while maintaining qualified lead volume.

StrategyWise

Joshua Jones

Senior Partner