RingEX by RingCentral: Business Phone | Webinar | SMS | Click-to-call

Highlights

• RingCentral for Salesforce integrates both RingCentral EX and RingCentral for Webinar into Salesforce. This seamless integration creates time-saving, productivity-boosting workflows for sales and marketing.
• In-App Calling: Using WebRTC technology, sellers can use RingCentral calling capabilities like call controls, inbound, and outbound calls without ever navigating away from Salesforce.
• Automated screen pop: You’ll never have to ask a customer to hold while you look up their account again. Account records are automatically surfaced when you receive an inbound call, allowing you to service customers fast.
• Campaign management for webinars: Follow up with webinar attendees fast! RingCentral for Salesforce’s Webinar integration automatically syncs key campaign data, enabling you to follow up with attendees while you’re still top of mind.

What RingEX by RingCentral: Business Phone | Webinar | SMS | Click-to-call does

RingCentral for Salesforce brings the best of RingEX and RingCentral Webinar into Salesforce so sellers and marketers can do their best work. With the integration, sellers get:

Embedded dialing and SMS: Quit paying the toggle tax! Embed RingCentral’s telephony and SMS directly into Salesforce with click-to-dial and SMS in your CRM.

Automated customer lookups: When you receive an inbound call, we instantly search your records and display the associated contact information.

Disposition logging: Automatically log an HVS disposition, freeing your sellers from repetitive, low-value tasks.

With the RingCentral Webinar for Salesforce integration, marketers get:

Simplified management: Our direct data synchronization eliminates the need to download, clean, and upload webinar data into Salesforce.

Automatic Campaign Creation: When you set up a webinar on RingCentral a corresponding Salesforce campaign springs to life. This automation ensures that marketing efforts are aligned and ready to capture every opportunity.

Effortless Lead & Attendee Management: When someone registers to the minute they attend your webinar our system automatically adds them as leads and campaign members.