RingCentral Announces New Salesforce Integration for the Modern Workforce

PRESS RELEASE: RingCentral announced new Salesforce integration capabilities that help customers unlock the benefits of an integrated communications experience. This integration will increase productivity and overall efficiency of today’s modern mobile workforce by combining CRM and business communications. With new features—including click-to-dial and improved reporting and call logging—users can spend more time servicing clients and less time dialing.

“In 2014, 87% of businesses preferred cloud solutions over on premise solutions. As organizations move CRM applications and communications to the cloud, they have a unique opportunity to integrate the two and improve business productivity,” says Marco Casalaina, Vice President of Integrations at RingCentral.

RingCentral’s Salesforce integration will include improved reporting, call logging with customer fields, and new out-of-box reports. For incoming calls, RingCentral for Salesforce will automatically bring up matching records. With a simple click-to dial option from within Salesforce1, users are able to spend more time with clients instead of dialing numbers and toggling between screens.

“RingCentral for Salesforce has significantly helped us improve efficiency. This integration allows us to make 30% more outbound calls,” says Jeff Martinez, Salesforce Administrator at NAI Northern California, a customer of RingCentral. “The click-to-dial feature is extremely useful and provides us with an additional agent recruiting tool.”

Available in Q4 2015, RingCentral for Salesforce also has SMS capabilities that will allow RingCentral users to send messages directly from Salesforce. Users will also have access to their SMS message history in the activity and contact sections.