top of page
  • Writer's pictureEllie Smith

RingCentral and Salesforce App: A Perfect Blend

Online platforms are looking for methods to eliminate expensive and complex systems for their business. Salesforce App Development is one of the top leaders in Customer Relationship Management. It is a powerful platform, but integrating RingCentral can boost the workflow.



What is RingCentral?


It is a cloud-based system that delivers secure, fax, and hosted phone functionality over the internet. This intelligent system allows using your smartphones or computer to receive and make calls to your customer. Here are important reasons to consider this for your Salesforce Development:

  • If you have an internet connection, you can have access to the office phone. It does not require sitting back at the office and wait for important calls.

  • Instead of voicemail, RingCentral has an auto-attendant feature that diverts the calls to someone else in the team. It comes in handy when you are busy, and team members can answer the calls from any location.

  • You might have noticed people carrying their work phones and personal phones. RingCentral's integration with Salesforce App Development ensures that you can operate from your phone and combine desktop apps, phones, and mobile applications.

  • It also helps integrate applications like Salesforce, Dropbox, Outlook, Microsoft Outlook, and Google Drive.

  • You can have a global team that has a single business phone. There are extensions and directories to ensure customers get affordable plans quickly.


What is new with RingCentral and Salesforce Development Company?


The new install wizard gives the admin a walkthrough of simple steps to configure the installation. Some noteworthy features of this combination are:


In-App Calling

The WebRTC technology helps in providing capabilities like call controls, outbound, and inbound calls. The system handles this without navigating away from the Salesforce.


RingCentral Video

Working seamlessly with video through Salesforce calendar. You can easily configure the settings within the Salesforce App.


RingCentral Unified App

Users can make and receive calls from this application. It does not need separate applications for RingCentral and Salesforce App Development.


High Sales

By powering the telephonic sides of the sales, we allow click-to-call action. This is available for Salesforce Lightning only. This helps to increase sales through High-Velocity Sales.


Performance Reporting

It has a complete dashboard for the team performance. Where admins can edit and customize the RingCentral Analytics data through native Salesforce report using Cloud Phone report.


Click-To-Call

Users can place calls from Salesforce by clicking on any phone number. They can save time and improve the calling efficiently.


Screen Pop-Up

This helps in triggering the screen pops, displaying the callers' details that enables quality interactions.


Call Logs

The advanced features like offline call logging and multiple call log options. This can help the agents to address the essential tasks effortlessly.


Schedule Meetings

You can easily schedule RingCentral Video Meetings through Salesforce App Development.


What are the advantages of RingCentral?

  • Integration with the RingCentral solution with daily applications like Salesforce to automate tedious tasks and make workflow efficient.

  • This reduces the requirement of agents that need to switch between multiple applications and devices.

  • The access to essential customer information and call logs allows agents to deliver timely and personalize the customer experience.

Conclusion


Integrating RingCentral and Salesforce app development gives an excellent level of customer satisfaction and experience. This is a must-have tool to automate workflows, streamline reports, record keeping, and industry-leading software.

Post: Blog2_Post
bottom of page