Salesforce Integration with RingCentral – Set up Guide and Key Benefits

Salesforce Integration With RingCentral

RingCentral is unarguably the most renowned voice-over-internet-protocol (VoIP). On the other spectrum, Salesforce is a robust cloud-based platform sophistically designed for businesses to build a seamless customer relationship. Salesforce Integration with RingCentral is a powerful way to automate workflows and improve communication by eliminating the agent-customer communication hurdles. The RingCentral for Salesforce allows users to store all data in a single platform, plus access them as per their convenience – anytime, anywhere! Above all, the data protection from malware and cybersecurity attacks is also an added advantage.

Step-by-Step guide on how to set up integrate Salesforce with RingCentral

Step -1: Double check your plan supports integrations.

Step -2: Start installing RingCentral for the Salesforce app.

Step -3: Add users to your RingCentral call centers.

Step -4: Set-up call dispositions drop-down menu in Salesforce.

Step -5: Add call with RingCentral to Salesforce.

That’s all! You are all set to start using RingCentral with Salesforce.

Supporting Browsers and Platforms

Salesforce integration with RingCentral supports the following browsers and works perfectly in the platforms mentioned below.

  • Available in Salesforce Lightning and Salesforce Classic.
  • Supported on Mac and Windows PC.
  • Works in iOS and AndroidTM mobile devices.
  • Works on Salesforce Sales Cloud and Service Cloud.
  • Supports in all the three Salesforce editions — Professional, Enterprise, and Unlimited.
  • Supports Google Chrome 30, Firefox 25, Safari 6.0.5, Internet Explorer or the higher versions.

Reasons to Integrate Salesforce with RingCentral

Salesforce integration with RingCentral provides powerful features and capabilities to elevate your business outflows to a new horizon. Here is a list of benefits of Salesforce integration with RingCentral. 

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360’ View on Customer’s Data

Integrating Salesforce with RingCentral provides an excellent opportunity to view your customer’s data in a simplified way. Empower your sales reps to deliver a glitch-free service by streamlining all the business records in a single place. For instance, whenever your sales reps receive a call, all the customer records will be displayed using Salesforce integration. That means your sales team will be able to track their name, organization, location, and other relevant details in a single go instead of looking into different spreadsheets. 

Leverage Communication Channels

Gone are the days where phone calls were the only means of communication. Today, businesses are moving more towards SMS, emails, voice calls, video meetings and conferences, and other means to connect with their customers. Leveraging RingCentral Video meetings to extend your communication channels is crucial to adhere to the dynamic technological scenario. RingCentral Salesforce Integration allows you to stretch your reach quickly and efficiently. Best of all, RingCentral features also offer an internal messaging tool for the sales team to chat and share files. 

Generate More Leads

Telesales generate maximum income through increased call volume and enhancing customer relationships. For this, sales reps take the responsibility of resolving customer queries and concerns by responding to them in no time. RingCentral for Salesforce integration makes it easy for the sales team to update, delete, and retrieve information using the phone itself. Moreover, the Salesforce integration with RingCentral makes it easy for the team to contact and update contact accurately with no blunders, allowing them to move on to the other customers and generate better leads.

Track your Team Performance

Undoubtedly, tracking the team performance is the most effective way to know the status of your business. You will get a complete overview of the strengths and weaknesses of your business RingCentral Salesforce integration. For instance, if you find your sales team is receiving an abnormal call that is not turning effective to close deals, then cleaning the contact database makes sense. On the other spectrum, if there is an insignificant decrease in outbound calls, there must be a need to reconnect with the marketing team to get more leads.  

Streamline Communication 

RingCentral integration with Salesforce streamline work processes, eliminate complexities, and improve communication interactive and convenient. Empower your sales reps to dial contacts straight away from the Salesforce UI by just clicking on the contact list. Plus, they can connect with the potential customer through text, call, or video chat based on the customer preference. Another advantage of RingCentral’s VoIP Salesforce integration service is the provision of unlimited domestic calls and business SMS, without any cost. As a result, your team enjoys the liberty to connect with potential clients as many times as they want until they finalize the deal.

Save Time

In business, you trade money for time. You will perhaps like to save your sales reps time and implement effective solutions to strengthen their internal efficiencies. RingCentral integration with Salesforce provides a quick disposition drop-down menu option that helps the sales reps overview individual customer call log status. They can use the records in further interactions without the need to devote extra time to re-understanding the same concern. Best of all, your agents will have no errors in dialing numbers or attempting a call.

Key Takeaway

Salesforce Integration with RingCentral is the best win-win solution you can create for your sales reps and your clients. Not only will it help your sales team to automate workflow and improve internal efficiencies but offer your clients to interact and connect seamlessly.

If you are looking for the best Salesforce development company to integrate Salesforce with RingCentral, consider ArizTech to get a head start. To explore more about our Salesforce integration services and pricing, talk to our experts today!