RingCentral has announced the arrival of a new integrated calling solution for Salesforce. The offering allows sales agents to make, control, and transfer phone calls within Salesforce, allowing for higher levels of efficiency and productivity, while empowering sales agents to drive better customer engagement.

Integrated calling through Salesforce allows sales reps to handle calls without leaving the browser. Salesforce fans can choose the caller ID number they want to use, organise calls in separate tabs of the browser, and manage outcoming and incoming conversations without additional software.

A New Solution for Today’s Workforce

According to RingCentral, today’s workforce needs a solution for communicating anywhere through their preferred channel. Will Moxley, the RingCentral Chief Product Officer said that in-app calling for Salesforce helps to bring the capabilities of the solution to customer phone conversations within the browser, reducing the need to switch between apps. Integrations with Salesforce build on RingCentral’s vision to deliver a more open platform.

As RingCentral’s solution evolves, users will have more access to the cloud-based systems they use every day. The functionality features WebRTC technology, and delivers the latest advancements in a growing list of features, including:

  • In-app calling: WebRTC allows users to leverage RingCentral calling features for control of outbound and inbound calling without leaving Salesforce.
  • Performance reporting: Users will now have a dashboard with insights into team performance, users can edit and customize analytics data with native Salesforce reporting.
  • Click to call: Users will be able to place calls directly within Salesforce by clicking on any phone number. This improves call efficiency.
  • High-velocity sales: Sales reps now can “click-to-call” from the work queue.
  • Screen pops: Incoming calls will show screen pops with insights into the caller for contextual conversations.
  • Meeting scheduling: Easily schedule video meetings through RingCentral in Salesforce.
  • Call logs: Access advanced features like multi-call logging and offline call logging.
  • Salesforce app integration: Reach out to customers by calling or texting in lead, contact, or account tabs.
  • Access anywhere: Connect on Mac and Windows devices using any browser.
  • Flexible interface: Work however you choose in Salesforce Lightning or Classic UI.

Empowering The Modern Team

Sales teams can leverage RingCentral for Salesforce to improve business continuity, automate complex tasks, and access early call history information for more personalized experiences. RingCentral customers like Buffalo Americas says that in-app calling for Salesforce allowed them to easily train the remote team to call customers from within the Salesforce environment.

According to Director for Customer Support at Buffalo Americas, RingCentral for Salesforce makes the team more productive, offering incredible simplicity and efficiency. The latest in-app calling experience for Salesforce is available straight away. This feature will be included as part of the RingCentral for Salesforce solution on the Salesforce App Exchange.

 

 



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