RingCentral for Salesforce
Seamlessly integrate your RingCentral solution with Sales and Service Cloud.
Transform your CRM system with powerful communications capabilities
Team productivity and call efficiency
Focus on your most critical tasks with click-to-call, meeting scheduling, and call logging from within Salesforce.
Key customer information
Get a 360° view of the customer from informational screen pop-ups and build flexible reports and dashboards of key customer interactions.
Work the way you want
Extend the capabilities of your phone system within the Salesforce mobile app, available in both Salesforce Classic and Lightning.
Connect with our team today to get you started with RingCentral for Salesforce.
Automate sales and service cycles. See for yourself.
High Velocity Sales
Make calls right from your work queue and log calls with a HVS disposition to move a sales cadence forward.
Schedule meetings
Seamlessly schedule RingCentral Video meetings from Salesforce.
Instant screen pop
Incoming calls trigger screen pops with a 360° view of the caller.
Click-to-call
Place calls from within Salesforce by clicking on any phone number.
Performance reporting
View a complete dashboard of your team’s total calls, average duration/amount of calls, and the call disposition and direction.
Call logging
Get advanced features like offline call logging and the multi-call log option.
RingCentral’s was the only solution we found that had a full integration and true partnership with Salesforce.
Brad Giannini
Managing Director
More on RingCentral for Salesforce
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RingCentral for Salesforce: Features
