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Professional Services to Fine Tune Your Solution
Let’s work together so you can find value from call tracking sooner
Implement in weeks, not months
When you invest in call tracking, it’s important to position your business for success from the start. Our professional services team offers an effective combination of industry best practices and deep product knowledge to ensure you maximize return on your investment and get your team up and running quickly.
All new plans come with complimentary onboarding from our team.
Draft your blueprint for success
From the moment you become a customer, our number one priority is helping you achieve your goals. We’ll work together to think, create, develop, and deliver in a way that accelerates your growth and transforms the way your organization interacts with customers.
We provide full onboarding and migration support, as well as project-based guidance, and have worked extensively with clients across hundreds of industries to achieve results.
Explore Fast Track Packs
Let our team do the heavy lifting for you. We offer special packages, called Fast Track Packs, that outline all the work we can take on so you don’t have to.
EXPRESS PACK
Get started with a 30-day custom onboarding to identify your goals and build out your account to meet those immediate objectives.
REMOTE PACK
Tailored onboarding to set your remote team up for success, configuring essential tools like the cloud-based softphone.
PROFESSIONAL PACK
Dive deeper into complex routing, tags, and workflows for your organization with additional optimizations, testing, and evaluation before launch.
PROFESSIONAL PLUS PACK
Train your organization for long-term success and have free range to configure as many advanced integrations and customizations as you need.
What comes with a Fast Track Pack?
EXPRESS
REMOTE
PROFESSIONAL
PROFESSIONAL PLUS
Guided porting process
250 numbers included
500 numbers included
1500 numbers included
2500 numbers included
Testing of dynamic
number insertion
Up to 1 for each sub-account
Up to 1 for each sub-account
Up to 1 for each sub-account
Up to 1 for each sub-account
Creation of custom
tracking sources
Up to 5 sources
Up to 15 sources
Up to 25 sources
Up to 50
Google Ads/Analytics set-up
Up to 1 account
Up to 5 accounts
Up to 25 accounts
Up to 50 accounts
Configure advanced routing
Call Queues Up to 1 for each sub-account
Call Queues, Smart Routers, and Geo Routes (up to 15 total)
Call Queues, Smart Routers, and Geo Routes (up to 25 total)
Call Queues, Smart Routers, and Geo Routes (up to 50 total)
Group training sessions
Up to 2, 30 minute recorded virtual training sessions
Up to 2, 30 minute recorded virtual training sessions
Up to 2, 30 minute recorded virtual training sessions
Up to 5, 30 minute recorded virtual training sessions
In our customers’ words
Discover why our customers have found working with our Professional Services team to be so valuable
The professional services team was exceptional in activating our partnership very quickly. The process of setting up dynamic number insertion and transferring our phone numbers was seamless. We didn’t lose a single call throughout the process, and I always felt I had the support I needed if I had any questions.
Vanessa Rodriguez, Crystal Cruises
The professional services team took care of confirming my set-up was accurate and helped build my account. I would absolutely recommend professional services to a colleague. For anyone with hesitations about working with professional services, set them aside. It’s absolutely worth the investment.
Jason Collar, Viking Pest Control
Custom solutions to match your goals
Need help with a particular project or initiative? Let our team guide you towards the best solution. We’ve partnered with customers around the world to execute complex tasks, such as configuring geo-routing for businesses with hundreds of locations and numbers, to save you the headache.
Sample projects for customers like you
Outbound Dialer guidance
Salesforce integration
Google integrations
Advanced call routing
Geo-routing setup
Customize softphone
Product support on your terms
Help Desk
All CallTrackingMetrics customers have access to basic troubleshooting support via email, phone, and chat. Free live and on-demand training resources are also available in our Launchpad Training Hub.
PREMIER HELP DESK
Solve complex problems fast with our team of dedicated agents. Get 1-on-1 screen time, in-depth support, and more from our most experienced support team.
Request more information
We can help find the service level that’s right for you
