“We’re helping businesses answer a simple question: why is somebody calling me, and was it because of my ad?”
In this Technology Reseller News podcast, Todd Fisher of CTM returns for a hands-on look at how the platform connects marketing attribution with contact center activity—and how AI can help businesses understand what actually happens after a prospect picks up the phone.
CTM brings together inbound and outbound calling, web chat, web forms and integrations with platforms including Salesforce, HubSpot, Clio and Google Ads. The goal is to give marketing and sales teams a shared view of customer activity rather than leaving those functions in separate silos.
Fisher demonstrates how CTM can analyze a completed call once the transcript is available. Businesses can create AI-driven workflows that ask specific questions about each conversation, including whether the caller was a qualified lead, what product or service they wanted, their sentiment, the outcome of the call and other details important to the business.
“You can ask any number of questions about the outcome of a phone call,” Fisher says.
Those insights can then be analyzed across hundreds or thousands of conversations.
An insurance company, for example, could determine whether calls originated from a specific advertising campaign, why prospects called, what price points generated interest and whether customers were responding to the brand or another factor.
Healthcare organizations can examine insurance coverage, treatments being sought or other characteristics of incoming inquiries. Automotive businesses can automatically identify the year, make and model discussed during calls.
For marketers, that creates a much clearer connection between advertising spend and actual customer intent. For sales and contact center leaders, the same data can provide visibility into agent performance and why qualified prospects did—or did not—convert.
Fisher says this level of intelligence is no longer limited to large enterprises.
For MSPs, CTM represents an opportunity to bring sophisticated call tracking, attribution and AI analysis to smaller businesses that may not have dedicated marketing analytics or contact center teams.
The platform includes prebuilt AI prompts for functions such as lead scoring, call summaries, referral sources, outcomes and agent performance, helping partners and customers get started without building everything from scratch.
CTM can also provide the underlying phone platform, allowing organizations to manage agents, inbound and outbound calling, campaign tracking and integrations from the same environment.
“The use case of the business drives how we set it up,” Fisher says.
Visit CTM.com to learn more.
