Empower your Salesforce system with cloud communications capabilities

Unify Office for Salesforce: Elevate Your Sales Performance

Staying connected and organized is crucial to the success of the modern seller. As a seller, you face numerous hurdles that can impede your ability to close deals and nurture valuable customer relationships. The constant switching between disparate software, losing track of communications, and lack of real-time insights are just some of the common pain points that hinder productivity and efficiency.

Unify Office for Salesforce

Seamlessly unite your communications with your customer relationship management efforts with the Unify Office for Salesforce integration. Designed to streamline your workflow and empower your sales team, this robust integration brings together the power of Unify Office’s trusted AI-powered communications and Salesforce's leading CRM capabilities.

Features of Unify Office for Salesforce:

One-Click Calling and Messaging: Initiate calls and send messages directly from Salesforce with a single click, saving valuable time and keeping you focused on your sales activities.

Automated Call Logging: Automatically log calls and messages into Salesforce, ensuring all customer interactions are meticulously recorded without manual input, providing accurate and comprehensive communication history.

Screen Pop and Caller ID: Instantly view caller details and context as calls come in, helping you personalize conversations and provide informed responses.

Integrated Voicemail and Fax: Access your voicemails and send e-faxes directly through Salesforce, keeping all communications in one place.

Performance reporting: View a complete dashboard of your team’s performance. Now you can edit and customize the Unify Office Analytics data as a native Salesforce report through our Cloud Phone Report.

Schedule meetings: Seamlessly schedule video meetings from within Salesforce.

Supercharge Your Company's Sellers

With Unify Office for Salesforce, sellers can expect a host of transformative outcomes that drive success:

Boosted Productivity: By reducing the need to switch platforms, sales reps can maximize their productivity and focus more on selling rather than navigating different systems.

Enhanced Customer Engagement: Access to rich customer data in real-time allows for more personalized and effective communication, resulting in stronger customer relationships.

Increased Close Rates: With streamlined workflows and comprehensive insights, sales teams can enhance their ability to close deals more efficiently and effectively.

Streamlined Processes: Automated logging and efficient communication workflows lead to better organization and reduced administrative burden.

Improved Team Collaboration: Unified communications within Salesforce fosters teamwork and ensures everyone is on the same page.

Getting started

The Unify Office for Salesforce integration can be installed from either the RingCentral App Gallery or the Salesforce AppExchange into your Salesforce sandbox or production environments. Bear in mind, installing apps from App Gallery or AppExchange requires you to have administrative privileges in Salesforce.

Requirements

1. Unify Office for Salesforce is available for Unify Office Advanced and Ultra customers.
2. You must have a Salesforce Professional (PE) or above (EE and UE).
3. Requires Windows® XP or above or Mac OS® X 10.8 Mountain Lion or above.
4. Supported browsers include: Chrome™30 (or later), Firefox® 25 (or later), Safari® 6.0.5 - Safari is supported for Classic view only (or later), and Internet Explorer® 10 (or later).
5. Unify Office for Salesforce is compatible with Unify Office Video and Unify Office Meetings
6. Unify Office for Salesforce is NOT compatible with community licenses. 
7. High Velocity Sales feature compatibility: ONLY available for Lightning.