Salesforce >> RingCentral for Salesforce: Click-to-Call, Dialer, Telephony & Phone Integration

Supercharge Your Sales & Customer Service with RingCentral for Salesforce

Price: $25 USD per user per month

Why Choose RingCentral for Salesforce?

RingCentral for Salesforce enhances your CRM experience by seamlessly integrating cloud-based telephony and business communications into Salesforce Sales Cloud, Service Cloud, and High Velocity Sales (HVS).

This powerful tool empowers sales, support, and marketing teams with advanced click-to-call, AI-driven call insights, automated customer lookup, SMS messaging, and webinar campaign tracking—all directly within Salesforce.

With RingCentral for Salesforce, users can:

• Make and receive calls effortlessly using Click-to-Call
• Access real-time customer insights with AI-driven analytics
• Improve sales and support productivity with automated call logging
• Enhance communication via SMS and voicemail transcription
• Boost webinar and event efficiency with automated campaign management

Key Features of RingCentral for Salesforce

Here are the key features you should know before purchasing the service.

Click-to-Call: Simplify Your Call Process

With RingCentral’s Click-to-Call integration, sales and support teams can dial numbers from Salesforce with a single click, reducing manual dialing errors and improving productivity.

• Eliminate manual dialing
• Increase speed-to-lead response time
• Improve efficiency for high-volume calls

AI-Driven Call Insights & Analytics

RingCentral empowers businesses with AI-powered conversation intelligence, providing real-time analytics, sentiment analysis, and call performance tracking.

• Gain deeper insights into customer interactions.
• Monitor sales and support call performance.
• Use AI to optimize engagement strategies.

Cloud Telephony Integration

Traditional phone systems are often clunky, outdated, and disconnected from modern workflows. RingCentral for Salesforce brings telephony into the cloud, offering:

• Inbound and outbound call capabilities with seamless CRM connectivity.
• Advanced call routing and IVR (Interactive Voice Response) integration.
• High compatibility with Sales Cloud, Service Cloud, and High Velocity Sales (HVS)

Automated Customer Data Lookup

RingCentral automatically surfaces customer details from Salesforce when an inbound call comes in, ensuring your agents have the right information at the right time.

• Eliminate time-consuming manual searches.
• Reduce customer wait times.
• Improve agent response accuracy.

Embedded SMS & Voicemail Features

Sales and customer support teams can send and receive SMS directly from Salesforce, enhancing customer engagement. Voicemail transcription further improves productivity.

• Send real-time text messages to leads & customers.
• Automated voicemail transcription for easy reference.

Webinar & Event Campaign Management

RingCentral Webinar for Salesforce automates campaign creation, lead capture, and follow-ups for marketing teams.

• Automatically sync webinar attendee data.
• Eliminate the need for manual lead uploads.
• Trigger follow-up campaigns instantly.

Pricing & Compatibility

Pricing:
Paid Add-On Required (Included FREE for existing RingCentral Office Premium & Enterprise users)

Compatibility Requirements

Here are the compatibility requirements for RingCentral for Salesforce.

Salesforce Editions Supported: Professional, Enterprise, Unlimited
RingCentral Licenses: Advanced & Ultra
Operating Systems: Windows 10+, macOS 10.15+
Browsers: Chrome 30+, Firefox 25+, Safari 6.0.5+
Softphone Support: RingCentral Softphone with 10-digit phone system

How RingCentral for Salesforce Helps Your Business?

The benefits of RingCentral for Salesforce are below.

For Sales Teams

• Click-to-call and SMS to accelerate deal closure
• AI-powered insights to improve engagement
• Automated call logging and lead tracking

For Customer Support

• Call pop-ups with customer details for faster resolution
• Seamless routing of inbound calls
• Multi-channel communication (voice, SMS, video)

For Marketing Teams

• Automated webinar campaign management
• Instant attendee follow-ups
• Integrated event tracking in Salesforce

How to Get Started?

1. Install the RingCentral for Salesforce App
2. Sign in with your RingCentral credentials
3. Enable Click-to-Call, Telephony, & AI Insights
4. Boost efficiency with seamless CRM integration

Conclusion

RingCentral for Salesforce is a powerful telephony solution that enhances sales, customer support, and marketing workflows. With click-to-call, AI-driven insights, embedded SMS, and seamless CRM integration, businesses can improve efficiency, boost customer satisfaction, and maximize revenue.

Need expert guidance on implementing RingCentral for Salesforce? Contact Axis Consulting today for a customized consultation!

FAQs

What is RingCentral for Salesforce?

RingCentral for Salesforce is an AI-powered cloud telephony integration that allows sales and support teams to make click-to-call phone calls, send SMS, manage webinars, and track customer interactions directly within Salesforce.

Is RingCentral for Salesforce free?

The integration is FREE for existing RingCentral Office Premium and Enterprise users. For full functionality, other plans require a paid add-on.

Does RingCentral support inbound and outbound calls?

Yes! RingCentral for Salesforce supports both inbound and outbound calling, with automated call logging, real-time customer data lookup, and AI-driven analytics.

How does Click-to-Call work in Salesforce?

Click-to-Call allows users to dial any phone number within Salesforce with a single click, eliminating manual dialing and improving efficiency.

Which Salesforce editions are compatible with RingCentral?

RingCentral for Salesforce works with Sales Cloud, Service Cloud, and High Velocity Sales (HVS) in Professional, Enterprise, and Unlimited Salesforce editions.