Connect CallRail to Excel Power Query to Streamline Marketing Analytics

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What is CallRail?

CallRail is a leading call tracking software that helps enterprises monitor, optimize, and measure the performance of their marketing campaigns. By analyzing call data, companies can better understand the effectiveness of their advertising efforts and make data-driven decisions to improve ROI. Key benefits of using CallRail include increased lead generation, improved sales conversions, and enhanced customer service.

What is Excel Power Query?

Excel Power Query is a powerful data transformation and analysis tool within the Microsoft Excel ecosystem. It allows enterprises to quickly import, clean, and analyze large volumes of data from multiple sources. Excel Power Query is particularly beneficial for organizations looking to streamline their data processing workflows, automate repetitive tasks, and uncover valuable insights hidden within their data.

Connecting CallRail to Excel Power Query

Connecting CallRail to Excel Power Query can be achieved in several ways, with the following steps serving as a guide:

  • Export data from CallRail in a compatible format, such as CSV or Excel files, which can then be imported directly into Excel Power Query.
  • Create an API connection between CallRail and Excel Power Query to automate data retrieval and streamline the process of importing data from CallRail into Excel Power Query.
  • Utilize third-party tools or services, such as Zapier, to facilitate the integration between CallRail and Excel Power Query.
  • Develop custom scripts or use available Excel Power Query connectors to extract data from CallRail and import it into Excel Power Query for further analysis.
  • Consider using a comprehensive marketing analytics platform like Improvado to connect CallRail to Excel Power Query, simplifying the process and providing additional benefits.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting CallRail to Excel Power Query with Improvado

Improvado is an advanced marketing analytics platform that offers a complete data pipeline solution, from data extraction and transformation to visualization. By choosing Improvado to connect CallRail to Excel Power Query, enterprises can benefit from:

  • Seamless integration with minimal setup and configuration required.
  • Automated data extraction and transformation, ensuring data quality and accuracy.
  • A comprehensive data dictionary of available metrics and dimensions, allowing for highly customizable reporting and analysis.
  • Scalability and flexibility, enabling organizations to connect multiple data sources and visualize data in their preferred BI/visualization tool.
  • Expert customer support, ensuring a smooth implementation and ongoing assistance when needed.

Summary of connection CallRail to Excel Power Query

In summary, connecting CallRail and Excel Power Query can provide enterprises with valuable insights into their marketing efforts and overall business performance. By using Improvado, organizations can benefit from a scalable, customizable, and efficient solution that streamlines the integration process and allows for the seamless analysis of large volumes of data. Additionally, Improvado's high-quality customer support and ability to centralize marketing and sales data make it an ideal choice for enterprises looking to optimize their data analysis workflows. To learn more about how Improvado can help your organization, book a call with one of our experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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