Saving Time: Announcing RingCentral for SugarCRM

At first glance, picking up a phone and dialing a number to make a sales call doesn’t seem all that inefficient. Sure, it takes a little time to punch in all those digits, and misdialing a number can be frustrating, but these annoyances can be measured in seconds. Here’s the thing: In a large enough organization, those seconds add up quickly. Soon, they become hours upon hours of needlessly lost time and money.

What happens when RingCentral’s cloud-based phone system is integrated with a powerful CRM solution like SugarCRM? How many seconds, minutes, and hours are saved when calling prospects can be done with just a click? How much confusion and delay can be prevented when inbound calls are automatically matched with CRM records, bringing up vital account details before the end of the first ring?

Here at Intelestream, we wanted to see the results for ourselves. That’s why we created RingCentral for SugarCRM, an integration that seamlessly connects these two business tools.

The results were impressive. Not only did RingCentral for SugarCRM deliver a serious efficiency boost — dramatically reducing call times and completely eliminating misdials — but it also inspired us to find new ways to integrate RingCentral’s call data with SugarCRM’s powerful reporting tools. Using this data, managers and analysts have a new window into employee performance.

As a cloud-based tool, the integration requires no additional hardware or software for existing RingCentral clients. Users simply need an internet connection and a modern web browser. It also couldn’t be easier to use.

Features & Benefits

• Complete Integration: Combine the power of SugarCRM’s data management and reporting with the flexibility and cost benefits of RingCentral.
• One-Click Calling: Simply click the phone number on a CRM record to start a call.
• Efficiency Boost: Spend more time servicing your clients and less time dialing.
• Inbound Insights: Inbound calls are automatically matched with existing CRM records, instantly providing vital details about the person on the other side of the line.
• Auto-Saved Notes: Easily add important account details and other notes throughout the call. Notes are automatically saved once the call is complete.
• Call-Based Reports: Run reports on all calls to view phone activity for each CRM user.

RingCentral for SugarCRM is currently available on SugarExchange and RingCentral’s App Gallery.

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