Office@Hand for Salesforce
Office@Hand for Salesforce
by RingCentral

Integrate your Office@Hand phone system directly into your Salesforce account and start creating a more collaborative CRM experience.

Salesforce App Integration for Office@Hand

Let Office@Hand for Salesforce enhance your CRM experience by automating workflows, increasing call efficiency and improving the quality of customer interactions. The integration lets you make and receive calls directly from your Salesforce account. You can also quickly assign call dispositions, log calls, take notes, schedule meetings and more, without jumping back and forth between applications.


Available for Salesforce Classic or Salesforce Lightning.

What's New:

"Do Not Contact" Settings: Office@Hand for Salesforce will now honor Do Not Contact (DNC) settings for records in Salesforce and prevent or alert users from placing a call or sending a text message to contacts who are marked as DNC.

  • Salesforce admins have flexibility to configure two levels of enforcement for end users
  1. Completely block end users from calling a record under DNC
  2. Alert the user that the record is under DNC and let them override and call.
  • The DNC settings will apply when users initiate calls or SMS through Office@Hand from the Salesforce mobile app

Key features:

  • In-App Calling: Now using WebRTC technology, leverage Office@Hand calling capabilities like call controls, inbound, and outbound calls without ever navigating away from Salesforce.

  • Office@Hand Unified App: Users can now make and receive calls from the Office@Hand unified app. No need to download the Office@Hand phone app.

  • High Velocity Sales (HVS): By powering the telephony side of a sales cadence we allow sales reps to click-to-call right from their work queue and log them with a HVS disposition to move your sales cadence forward. Only available for Salesforce Lightning. 

  • Performance reporting: View a complete dashboard of your team’s performance. Now you can edit and customize the Office@Hand Analytics data as a native Salesforce report through our Cloud Phone Report.

  • Click-to-call: Place calls from within Salesforce by clicking on any phone number, saving time and improving call efficiency.

  • Instant screen pop-up: Incoming calls trigger screen pops with 360° view of the caller enabling quality interactions.

  • Call logs: With advanced features such as offline call logging and multi-call log option, agents can address the most important tasks first.

  • Schedule meetings: Seamlessly schedule an Office@Hand meeting from within your Salesforce account.

  • Access from anywhere: Connect on both Windows® and Mac®, using any popular browser.

  • Work the way you want: Work in Salesforce Classic or Salesforce Lightning UI.

  • Integrates with Salesforce app: Click to dial any number in the Salesforce1™ Mobile App to initiate calls using your Office@Hand mobile app.

Benefits:

Seamless integration with Salesforce

Integrating your Office@Hand solution with everyday applications, such as Salesforce, allows you to automate tedious tasks, make your workflows more efficient, and offer your customers a superior experience.


Streamlined business communications

Office@Hand for Salesforce reduces the need for agents to switch between multiple devices and applications to access key business functionalities to accomplish their daily tasks.


► Exceptional customer experiences

Access to key customer information and call history allows agents to deliver timely and personalized customer experience.

Requirements
  • Office@Hand for Salesforce is available for Office@Hand Premium & Enterprise customers.
  • You must have a Salesforce Professional, Enterprise or Unlimited Edition account.
  • Requires Windows® XP or above or Mac OS® X 10.8 Mountain Lion or above.
  • Supported browsers include: Chrome™ 30 (or later), Firefox® 25 (or later), Safari® 6.0.5 (or later), and Internet Explorer® 10 (or later).
  • If utilizing Service Cloud, user must have a Service Cloud account
  • Last updated: 04/12/21