RingCentral is a full VoIP service that supports many methods of communication, including SMS messaging and video conferencing. Salesforce is a customer relationship management (CRM) tool that gives insight into customer data. You can connect RingCentral with Salesforce, using the two services together in one powerful business integration tool.
You must have an active subscription to both RingCentral and Salesforce for the integration to work. Salesforce’s paid subscriptions start at $25 per user, per month, which you can try for free for three months. RingCentral, which starts at $19.99 per user, per month, also offers a 15-day free trial for three of its four tiers of service.
Additionally, for all healthcare providers, schools (K-12), and nonprofit organizations that have been impacted by COVID-19, RingCentral is offering free access to their RingCentral Office suite for new customers.
Using RingCentral and Salesforce together can be done in four steps:
1. Determine Which Service Plan Is Best for You
There are four tiers of service with RingCentral, and each tier expands upon the previous one. This means that features will become more robust with higher service tiers—including the Salesforce integration with the Premium and Ultimate plans. Salesforce also offers tiered pricing; however, its best plans for small business are its Essentials and Professional plans.
RingCentral offers four tiers of service for its business phone system, ranging in price from $19.99 per user, per month to $59.99 per user, per month. RingCentral lets you choose whether to pay monthly or annually, and annual prices are up to 33% cheaper than monthly prices.
- Essentials: $29.99 per user, per month or $19.99 per user, per month on an annual basis
- Standard: $34.99 per user, per month or $24.99 per user, per month on an annual basis
- Premium: $44.99 per user, per month or $34.99 per user, per month on an annual basis
- Ultimate: $59.99 per user, per month or $49.99 per user, per month on an annual basis
It is important to note that the Salesforce integration is only included with the Premium and Exclusive plans. If you aren’t quite sure which plan is best for you, you can try RingCentral’s first three service tiers first with its free 15-day trial.
Visit our more detailed summary on RingCentral to learn more about the difference between these plans and their features or visit RingCentral’s website to sign up.
Salesforce’s Sales Cloud software is a version of its customer relationship management (CRM) software specifically designed for small business professionals. There are two plans available: the Essential plan, which costs $25 per user, per month and is best for teams of 10 or less, and the Professional tier, which costs $75 per user, per month. Both plans include access to robust account, contact, lead, and opportunity management applications.
You can learn more about Salesforce’s Sales Cloud software by visiting their website to sign up.
2. Configure Your Account
Once you’ve chosen the plan and created an account with both services, you will want to configure your account. The process for configuring Salesforce depends on your specific business processes and needs. Therefore, it is best if you consult your Salesforce point of contact directly to walk you through the process.
The process for configuring RingCentral is much more straightforward. All you have to do is register for an account and you can start using the mobile app or desktop user interface to control settings, configure users, and manage extensions. You can also choose to rent telephony devices through RingCentral, but this is entirely optional.
RingCentral’s user interface is designed to make system configuration fairly painless, even for nontechnical users. However, if you haven’t set up a voice-over-internet-protocol (VoIP) system before, or would like additional guidance, we recommend downloading our free e-book on the subject.
3. Download the RingCentral App for Salesforce
Once you have your RingCentral account set up, go RingCentral’s App Gallery to download the RingCentral for Salesforce app. If the app isn’t in the featured section, just search for it and it should be the top result.
Click on the RingCentral for Salesforce app, and then click the “Get it now” button on the information page. The download works in a very similar fashion to downloading an app on your personal smartphone. A setup wizard will open to guide you through the installation. This wizard will ask you for your login credentials for Salesforce to authorize the connection (which allows the two programs to communicate) and to configure some dialing settings.
When the installation is complete, you will be asked whether you want to install the app for all users, select users, or admins only. It is best practice to allow the app for all users to ensure that your call center continues to run smoothly. From there, you will be ready to make calls from within your Salesforce app and connect call data to the CRM to better track prospects through the sales pipelines.
4. Start Using the Features
Once you’ve logged in and installed the RingCentral for Salesforce app, the two services will sync and unlock access to features. Some of the best ways to use the RingCentral for Salesforce integration include:
- Call logging to let users review recent activities on accounts, leads, or contacts
- Click-to-dial functionality directly from the desktop and mobile apps
- Automatic tagging on call dispositions, increasing efficiency in call logging
Benefits of Integrating RingCentral & Salesforce
The primary benefit of RingCentral’s integration with Salesforce is connecting caller data to contact records. This reduces the need to switch between software interfaces and helps make telesales activities more trackable. This connection can also be used to measure performance metrics, like sales calls made versus deals closed, and track how agents respond to customer interactions, like Salesforce’s case management support tickets or other caller complaints.
The integration’s additional benefits include:
Enhanced Caller Details
Perhaps one of the best things about RingCentral—and most VoIP solutions in general—is that it allows you to take your work phone wherever you go via apps for iOS and Android. RingCentral’s integration with Salesforce, however, makes the calling app even more powerful.
For example, when you receive a call, the Salesforce integration instantly syncs its data with RingCentral to show you any details about the caller at a glance. This includes the company they work for, their business title, and any notes on the account, saving you from needing to maintain a separate address book on your mobile device.
Reduced Voicemail Interruptions
It can be cumbersome to have to break away from managing your deals to address messages in your voicemail inbox, especially if voicemails are stored in a separate application. RingCentral integrations eliminate this potential disruption. Even better, because RingCentral offers features like voicemail-to-text and voicemail-to-email, the integration makes it easy to attach messages to contact records, saving you from having to manually add notes.
Ability to Dial Contacts Without Leaving Salesforce
The RingCentral for Salesforce app gives you the ability to dial contacts directly from Salesforce by clicking on the contact record. This reduces the chance of misdials and gives you the ability to view contact and deal notes while you are on the phone, which can make your sales calls more meaningful.
In addition to saving you time, this integration can also save you money, especially when compared to Salesforce combined with traditional landline technology. This is because RingCentral also includes unlimited calling within the United States or Canada.
Improved Team Communications
RingCentral includes unlimited text messaging and offers video conferencing services. These features make it easy for Salesforce users to stay in touch with teammates and potential customers, no matter which style of communication they prefer.
Streamlined Lead Capture & Document sharing
Salespeople spend hours on the phone, and when your product or service is in demand, the phone never stops ringing. While this is a great problem to have, leads or critical details about a lead’s pain points can be forgotten if they aren’t logged right away. Luckily, the RingCentral for Salesforce integration makes it easy to create contacts, leads, and opportunities in Salesforce while you are still on the phone.
In addition, RingCentral offers a full set of tools for sharing documents between team members in a fast and secure fashion. This gives you the ability to log notes in real-time or schedule follow-up actions while your conversation is still fresh in your mind.
Frequently Asked Questions (FAQs)
How do I link my Salesforce & RingCentral profiles?
It is worth noting that you must have a paid subscription for both RingCentral and Salesforce to use the integration. When you are using one service or the other, after you have downloaded the app from the app store, you can access different settings in the menu, including how to sync profiles across platforms.
Does it cost money to use the integration?
No, if you have RingCentral’s Premium or Exclusive plan as well as a paid Salesforce subscription, then the integration is included with your service.
What browsers are supported?
As of the date of this article, the following browsers support the RingCentral and Salesforce integration:
- Internet Explorer 11 (Windows 7, 8, or higher)
- Firefox 52+ (Windows, Mac)
- Chrome 56+ (Windows, Mac)
- Microsoft Edge 38+ (Windows 7, 8, or higher)
There are many beneficial ways to use the RingCentral and Salesforce integration. It is a very handy tool that lets you learn more about your customers by using data and analytics while letting you add and update real-time information.
If you’re looking for a full VoIP service that is rich with features and business integrations, RingCentral delivers that. You can try RingCentral’s Premium plan for free during a 15-day trial. Enjoy the benefits of a business integration that can help you better serve and learn more about your customers.