Twopir has successfully implemented RingCentral on the Salesforce Platform.It provides multiple functionality and best features which help your organization. Empower your Salesforce system with RingCentral communications capabilities and create a more collaborative CRM experience.

RingCentral and Salesforce Integration

RingCentral for Salesforce enhances your CRM experience with integrated cloud business communications, improving workforce productivity, increasing call efficiency, and enhancing customer interaction.

With RingCentral for Salesforce, you can place calls from within Salesforce by simply clicking on contact or account records. Incoming calls trigger screen pops with relevant caller account information and past records. And you can attach call notes and accurately track call duration for reporting and analysis.

Features

  • High Velocity Sales (HVS)
  • Performance reporting
  • Click-to-call
  • Instant screen pop
  • Real-time call logs
  • Updated UI
  • Schedule meetings
  • Access from anywhere
  • Work the way you want

How Can We Help

  • Consult how we can use the features which RingCentral Provides
  • RingCentral  Implementation/Integration with Salesforce
  • We ensure that you use the full extent of what RingCentral  has to offer
  • User Training – To utilize RingCentral  for day to day Activities

Results

  • Seamlessly schedule a RingCentral Video from within your Salesforce account
  • Get a quick 360° view on incoming callers with screen pop-ups that list all records tied to a particular number
  • Takes notes on any associated customer record and automatically log calls
  • Build comprehensive reports and dashboards that provide insights on every call
  • Work the way you want in either Salesforce Classic or Lightning
  • See how your team stacks up with insights into individual and team performance
  • View a complete dashboard of total calls, the average duration per call and amount of calls per day, and the call disposition and direction
  • Updated UI drives higher productivity with enhanced call management

 

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