Business Phone
The world’s most reliable cloud phone system with built-in team messaging—reimagined with AI at every step.
Elevate customer interactions
RingCentral for Salesforce
Integrate your CRM with seamless AI-powered communications.
Seamless integration with real results
Unify your communications and CRM for unparalleled efficiency and insights.
AI-powered productivity
Leverage cutting-edge AI to automate tasks and enhance decision-making.
Real-time customer intelligence
Access instant insights to deliver personalized experiences that drive sales.
Improve productivity and insights with RingCentral for Salesforce
EFFICIENCY MADE SIMPLE WITH RINGEX
Streamline workflows
Dial in one click
Initiate calls directly from Salesforce records, saving time and reducing errors.
Automate call logging
Capture call details effortlessly, ensuring accurate and up-to-date customer records.
Fully embed your communications
Communicate with customers within Salesforce, and put an end to app switching.
IMMERSIVE AGENT EXPERIENCES WITH RINGCX
Enhance customer engagement
IMMERSIVE AGENT EXPERIENCES WITH RINGCX
Enhance customer engagement
Increase agent efficiency
RingCX for Salesforce increases agent productivity through a single embedded application for voice and 20+ digital channels.
Get customer details instantly
With easy access to your Salesforce data, RingCX agents can provide a more personalized customer experience.
Streamline workflows
The RingCX for Salesforce integration automatically matches contacts, creates or manages existing tickets, and logs interactions within Salesforce.
SEAMLESS SERVICE CLOUD INTEGRATION
Power smarter conversations
Unlock seamless customer engagement
Manage inbound and outbound calls effortlessly by blending RingCX’s global, reliable telephony with the intelligent AI-powered tools from Salesforce’s leading customer service platform.
Gain real-time insights and AI-driven guidance
Leverage Salesforce Generative AI for AI-powered conversation summaries and Einstein AI for Next Best Actions to enhance agent performance.
Empower supervisors with live monitoring tools
Access real-time wallboards, call monitoring, and whisper coaching to support agents and improve customer interactions.
RingCentral is loved by over 400,000 businesses of all sizes
"RingCentral for Salesforce shows customer profiles as they call, so agents can start personalized conversations without scrambling for details.”
David Bartos, Senior Telecom Manager
30,000+
Calls a month
0
Phone-related failures
integrations
Elevate your Salesforce experience
Discover seamless communication and productivity with RingCentral for Salesforce.
Explore all our AI-powered products
Contact Center
Create effortless customer experiences across every channel with our AI-first contact center solutions.
Events
Curate virtual, onsite, or hybrid events where AI enhances every milestone – from planning to execution.
Conversation Intelligence
Empower sellers at every stage with at-a-glance sales views, AI-powered scoring, and instant call summaries.
All your questions, answered
UCaaS (Unified Communications as a Service) is a cloud-based platform that combines various communication tools. It integrates with CRM systems by syncing contact data, call logs, and messaging history. This integration allows users to access communication features directly within their CRM interface, enabling seamless interactions with customers and colleagues while automatically updating customer records with relevant communication data.
An integration between a UCaaS platform and a CRM enhances customer service and sales performance by providing a unified view of customer interactions across all channels. It enables faster response times, more personalized interactions, and better-informed decision-making. Sales teams can efficiently manage calls, track communications, and access customer data in real time. This integration streamlines workflows, reduces data entry errors, and improves overall productivity and customer satisfaction.
Key features to look for in a UCaaS-CRM integration include click-to-dial functionality, automatic call logging, screen pops with customer information, voicemail-to-email transcription, and multi-channel communication history. Advanced integrations may offer AI-powered analytics, sentiment analysis, and automated task creation. Ensure the integration supports real-time data synchronization, customizable workflows, and comprehensive reporting capabilities to maximize efficiency and insights.
UCaaS-CRM integration significantly enhances remote team collaboration and productivity. It provides a centralized platform for communication and customer data, enabling team members to access vital information from anywhere. Features like presence indicators, team messaging, and video conferencing within the CRM interface facilitate seamless collaboration. This integration ensures that remote teams stay connected, aligned, and productive while maintaining a consistent customer experience.
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Transform Salesforce today with RingCentral
Elevate sales and service by integrating AI-powered communications with Salesforce.