RingCentral

As a sales leader, we know you’re always looking for ways to increase team productivity, so why would you want your reps wasting time tracking down a phone number and manually logging calls? We integrate with RingCentral phone system so you can make and receive calls directly through Copper CRM. With Click-to-dial functionality, you will save time on mis-dialing, improve data quality and increase the accuracy of your team activity reports.

Key features:

• Receive calls and see caller info directly in Copper CRM
• Call someone right from Copper CRM with simple click-to-dial functionality
• Create call notes during your call that are saved directly to the contact activity log
• Use the activity and goals reports to track sales rep call productivity

Benefits:

• Save time - Remove repetitive, manual and time-consuming tasks and save time on misdials with click-to-dial functionality.
• Automate Follow-up - You can take notes while you’re on a call, and they’ll be saved to your activity log with the click of a button. Categorize these notes with the logged call and be aware of what follow-up is needed (ie: left voicemail = set follow-up call in a week).
• Streamline workflows - Help your team stay on track by streamlining important sales processes. Having the vital tools they need in one place makes everyone’s life easier.
• Improve reporting accuracy - Knowing that information is actually being updated in Copper CRM will keep all of your sales team’s activities in one place.

To get started, head into Copper and click Settings > Integrations. Find the RingCentral tile and click “Connect.”