There's no doubt that Salesforce is one of the most popular CRMs on the market—and it’s easy to understand why. It is an incredibly powerful tool that helps organizations implement many levels of business logic, such as keeping track of customers, monitoring sales orders, recording new leads, attending to support requests, and more.
But what if you could make Salesforce even more powerful? This is where RingCentral for Salesforce integration comes in. With this innovative integration service, you can automate workflows, increase call efficiency, and improve the quality of customer relationships and interactions. Plus, the API integration works in both Sales Cloud and Service Cloud, so no matter how you use Salesforce, it can help take your experience to the next level without fail.
Benefits of RingCentral and Salesforce CRM system
Seamless integration with Salesforce
Integrating your RingCentral solution with everyday applications, like Salesforce, allows you to automate tedious tasks, make your business processes more efficient, and provide your customers with a superior experience.
Work the way you want
Extend the capabilities of your phone system within the Salesforce mobile app, available in both Salesforce Classic and Lightning.
Exceptional customer experiences
Get easy access to key customer information and call history on demand, allowing your agents to facilitate organizational collaboration and deliver timely and personalized customer interactions.
Streamlined business communications
RingCentral for Salesforce integration reduces the need for agents to switch active calls between different RingCentral endpoints as well as multiple applications to complete core business functionalities to accomplish their daily tasks.
You can save precious time and pour your 100% focus and energy into the most critical tasks when you have click-to-call, meeting scheduling, and call logging capabilities within Salesforce.
Integrating your RingCentral solution with everyday applications, like Salesforce, allows you to automate tedious tasks, make your business processes more efficient, and provide your customers with a superior experience.
Extend the capabilities of your phone system within the Salesforce mobile app, available in both Salesforce Classic and Lightning.
Get easy access to key customer information and call history on demand, allowing your agents to facilitate organizational collaboration and deliver timely and personalized customer interactions.
RingCentral for Salesforce integration reduces the need for agents to switch active calls between different RingCentral endpoints as well as multiple applications to complete core business functionalities to accomplish their daily tasks.
Connect with our team today to get you started with RingCentral for Salesforce.
Key features of RingCentral and Salesforce VoIP Integration
There are several CRM software out there: Zapier, Jitterbit, Pipedrive, Hubspot, and the list goes on. With so many options, choosing which is the best for your business can be daunting. Let us make this process easier for you, and allow us to showcase what RingCentral for Salesforce brings to the table. You can expect nothing less from one of the world's leading cloud-based CRM tools: from data integration, data synchronization, and marketing cloud automation to chatter, analytics, and real-time visualization.
RingCentral for Salesforce
Ready to connect Salesforce with RingCentral? Ensure the following requirements are met for optimal user experience:
- Requires Windows® XP or above or Mac OS® X 10.8 Mountain Lion or above.
- 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).
- RingCentral for Salesforce is compatible with RingCentral Video and RingCentral Meetings.
- RingCentral for Salesforce is NOT compatible with community licenses.
- High Velocity Sales feature compatibility: ONLY available for Lightning.
You can use the RingCentral for Salesforce app with any RingCentral endpoint, including on-premise desk phones, the RingCentral Mobile app, and the RingCentral Deskphone app.
Not all CRMs are built the same, and not all are priced the same. For instance, RingCentral for Salesforce integration is readily available for all our RingEX Premium and Ultimate customers with Salesforce Professional (PE) or above (EE and UE) accounts. Click here to view a complete breakdown of available RingCentral cloud communications solutions and their pricing.
More on RingCentral for Salesforce
DATASHEET
RingCentral for Salesforce Sales Cloud
DATASHEET
RingCentral for Salesforce Service Cloud
video
RingCentral for Salesforce: Features
See how easy it is to get started