How to setup your click-to-call software to get the best results

Setting up Click to Call tools with the basic features isn't difficult. But how can you set up your software in such a way that maximizes results?
Nigel Seah
Nigel Seah

Digital Marketing Executive

The best setup for your Click to Call software to maximize your results

Click-to-call software drive amazing results. Let’s quickly run through some statistics.

Call abandonment rates can fall by as much as 32%Sales call success rates can increase by up to 80%. The number of inbound calls can increase by 300%.

These numbers look great. And are we really surprised? 63% of customers prefer scheduling a call-back rather than waiting on hold. This means that including a click-to-call system in your inbound sales process can improve your lead capturing effort.

As we have mentioned in an earlier article on what a click-to-call solution is, setting it up with all the basic features isn’t difficult. But if you want to optimize your inbound sales with the best click-to-call setup, here’s what you need to do.


1. Set up automated triggers for your click-to-call widget

Click-to-call widgets tend to look like innocuous live chat buttons on your website that pop up when you click on them. So while they’re definitely more accessible than the ‘contact us’ page, there’s still a chance visitors might miss it or choose to ignore it.

So how do you make sure your widget gets your visitors’ attention?

Enter widget triggers.

This feature monitors your site visitors’ activity to determine when it should pop up and prompt them to call your sales reps.

But of course, you don’t want to annoy your visitors into leaving prematurely as well. So here some types of triggers that can help you customize the best click-to-call setup.


a. Scroll Trigger

This trigger activates when a visitor has scrolled to a specific point of the page.

You’d want to use these on landing pages and blog pages. Scrolling to the end of the page indicates that a visitor has read the content and may show some interest in your product or service.

b. Exit Intent Trigger

In this case, your widget pops up when your visitor attempts to exit a page.

This is especially useful on pricing pages where potential customers may make purchase decisions. The widget picks up on the site visitor’s exit intent and tries to recover their interest with the option to schedule a call.

If you need further convincing about how well these work, exit popups can increase conversions by over 1,300%. Yeap, you read that number right.

c. Time Trigger

As the name suggests, this trigger is activated when a visitor has spent a certain among of time on a page.

You’d want to use this on squeeze pages with long texts. Get some members of your team to try reading through the content on the page and estimate how long your site visitors may take to finish reading it. Then, use this estimate to determine your time setting.

d. CSS Click Trigger

These are triggered by clicking on visual elements on your website that is coded by Cascading Style Sheet (CSS).

CSS is a type of coding language that specifies how certain visual elements should be styled on your website. MDM Web Docs used a great and simple example to explain this. If you want the main header on your webpage to be seen as a “large red text”, your CSS code will look something like this (CSS code in maroon):



Now back to the visual elements coded by CSS. These can include things like the buttons on your webpage.

2. Use Click to Call in multiple digital customer touchpoints

Embedding your click-to-call system onto your website as a widget is great.

It is eye-catching and can even be customized to pop up when your site visitors exhibit certain website navigating behaviors. But why stop at just one digital touchpoint?

According to Statista, the number of companies using social media to market their products and services has been steadily increasing. In 2019 alone, 91% of US companies used social media to market. If you are not using social media to reach out to leads, you are missing out. This makes it one of the best click-to-call software setups out there.



Some click-to-call solutions are integrated with social media platforms too! For example, Limecall and Novocall are integrated with Facebook lead forms.

Lead forms on Facebook allow you to collect information from interested leads via Facebook ads. Click-to-call tools that are integrated with lead forms on Facebook ads allow you to cast a wider net and reach out to a larger number of leads across platforms.

3. Sync with your CRM

Your click-to-call system generates leads. But where does their information go? For those who are not using enterprise-level CRMs, Novocall’s dashboard doubles as a mini CRM which allows you to get an overview of the leads you’ve scheduled calls with.

Your lead's profile has been automatically created in Hubspot.
As you can see, Samantha’s details have been automatically logged into Hubspot!

If you are using enterprise-level CRM tools like Hubspot and Salesforce, we’ve got great news for you. Novocall is directly integrated with them as well. This allows a lead profile to automatically be created in your CRM software once a lead has filed in his or her personal details to arrange a call with you.

Calls can even be recorded and stored onto the CRM tool to help your sales team better understand your leads and customers in order to provide more personalized customer service. The best click-to-call setups should always sync with CRM tools. 

4. Set up call routing to different departments

Different leads come to you with very specific business problems. The situation is made more complex by factoring in the specific industry, company and business function your leads come from. Your sales reps need to be able to provide tailored customer service based on your leads’ unique needs.

How so?

You set up specific ‘departments’ based on your sales reps’ specialization and automatically distribute calls to these experts based on your leads’ profiles.

Novocall’s Department feature automatically collects information about your callers through the callback widget or web form, then routes your leads to the right sales reps. These areas of specialization can be set in Novocall itself.

For example, if you operate in the Chinese or Portuguese markets, you can organize your sales reps based on the languages they speak. You can also organize them based on the business function they specialize in.

5. Track call conversions by setting up with Facebook Pixel & Google Analytics

In a results-driven world, data is everything. Syncing your click to call tool to Facebook Pixel and Google Analytics helps your to track call conversions.

6. Easy way to discover more about your caller before the call happens - Slack integration

Slack is a great tool for internal communications. This is why our click-to-call system integrates with it as well.

With Slack webhooks, you can send automated notifications of call activity straight to your specified workspace & channel in real-time. No more toggling between applications to stay on top of everything.


Click-to-call solutions have great basic features. But why not make them better with the best setup for your click-to-call software?

We hope that our tips on setting up certain customizations will help you maximize your software’s capabilities and optimize your inbound sales efforts!

If you would like to find out more about how Novocall Conversations can help your business, get started with us today!

Nigel Seah
Nigel Seah

Nigel is a Digital Marketing Executive at Novocall where he specializes in SEO. Prior to this, he had written for several SaaS companies including Workstream and the now defunct Hatchme. In his free time, he engages in strength training and is a lover of languages.

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