Want to start tracking your marketing numbers but afraid it’ll be too much of a hassle to switch carriers?
So you’ve decided to make the move over to CallSource for all of your call tracking and performance management needs, but you don’t want to deal with the hassle of re-publishing all of your marketing numbers. Have no fear! CallSource can easily port over your existing call tracking numbers from your previous provider into CallSource without any loss of service.
Just follow these 3 easy steps and you’ll be well on your way to seeing results!
Step 1: The Proper Paperwork
The proper paperwork will depend on whether you wish to port in local numbers or toll free numbers to CallSource. (Not sure which is which? Hop on over to our FAQs page to find out!)
Fill out the LOA (Letter of Authorization) for local phone numbers, or the RespOrg (Responsible Organization) for toll-free numbers. These will be provided by your dedicated CallSource Representative(s). The proper paperwork gives your current provider authorization to release your numbers to CallSource.
Make sure that the information on the LOA and/or RespOrg match what your current provider has on file for your account.
Step 2: Proof of ‘Ownership’
Provide your dedicated CallSource Representative(s) with a copy of a recent bill/invoice from your current call tracking provider. Make sure it includes your Account ID, Name on the Account, Billing Telephone Number, and Billing Address. Without the proper identification, the carriers may have a difficult time moving numbers – and we want to ensure this process is as quick and painless as possible for you!
Step 3: The Numbers
This is probably the easiest step, but often the most forgotten! Make sure you provide a Word Doc or Excel Spreadsheet with a list of the numbers you want to port over to CallSource. Don’t forget to include where you want them to ring to (probably your main office number) and where they’re currently published or where you will be publishing these numbers.
As a final security measure, we always recommend speaking to your current tracking or telephone provider company to see if there’s anything specific they require before they release your numbers to CallSource.
These steps may seem too good to be true, but it really can be as easy as 1-2-3!