RingCentral for Salesforce

Customer Preparation

Customers have high expectations and expect a productive call when speaking with vendors. A screen pop enables sales to speak knowledgeably about the customer's account to drive satisfaction and build long-term loyalty.

Continuous Improvement

Every sales call provides an opportunity to observe your team and improve their customer interaction. Build flexible reports and dashboards of your team's total calls/texts, duration/amount of calls, and call dispositions.

Accelerated Customer Engagement and Resolution

Take quick actions in-app to communicate with customers or quickly schedule RingCentral audio meetings and video
conferences from within Salesforce. Agents spend less time on communications logistics and more time focused on customer interaction.

Optimized View

Customize console settings and views for quick and effective case resolution. Toggle between cases, efficiently multitask, and address critical issues first.

FEATURES & BENEFITS:

CLICK-TO-CALL

Make calls or SMS directly from within the Salesforce UI, saving time and eliminating misdials. Optimized call management tools and powerful search ensures efficient customer interaction.

SCHEDULE MEETINGS

Seamlessly schedule a RingCentral meeting from within your Salesforce account.

INSTANT SCREEN POP

Be equipped for insightful interactions with a 360-degree view of an incoming caller's details and records.

CALL AND TEXT

RingCentral for Salesforce app integration supports calling and texting right from the Account, Contact, or Lead tab.

REAL TIME CALL LOGS

Autolog notes to ensure capture of customer context and history. Accelerate case resolution with advanced features including offline call logging and multi-call option

GAIN INSIGHTS

Apply call analytics insights for continuous improvement across teams. Build flexible reports and dashboards

WORK THE WAY YOU WANT

Work in the Salesforce Classic or Salesforce Lightning UI.