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How Truck Site supercharged sales efficiency with RingCentral AI

Truck Site
Region

Americas

Company size

20–99

Industry

Transportation & Logistics

Products used

RingEX
AI Agents
Open Platform

Key integrations

Salesforce

Key metrics

3x

improvements in productivity, responsiveness, and visibility into operations

100%

improvement in customer satisfaction with company communications

<1 min

to deliver inventory details and quotes during calls using RingCentral’s Salesforce integration

Overview

Truck Site transitioned from a rigid on-premise system to a flexible platform by leveraging the RingCentral App Gallery to unify RingEX with Salesforce. This integration automated data capture to drive a 3x productivity boost, while native AI Virtual Assistant (AVA) features within RingEX eliminated manual note-taking. As they roll out AI Conversation Expert (ACE), the team is gaining 100% visibility into communication-based customer satisfaction.

Between the huge efficiencies our reps gain from using RingEX, and the AI-generated insights we’re seeing from AVA, we’ve found the communications platform to help us deliver an outstanding experience for our customers around the world.

Wesley Stone

Director of Finance and Administration

About our customer

Based in Sacramento, California, Truck Site has been a leading global dealer of used commercial vehicles and equipment for over 20 years. The company specializes in refurbishing and selling task-specific trucks, such as street sweepers and fire engines, to governments and private organizations worldwide.

The challenge: Manual bottlenecks and "stuck" communication

Truck Site’s growth was hindered by a legacy phone system that lacked mobility and a CRM integration, forcing their reps into tedious manual workflows. Staff spent hours every week writing call notes and manually updating records, which detracted from time spent closing deals. Without centralized intelligence, leadership struggled to monitor call quality or provide consistent coaching across their high-volume call environment.

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The solution and ROI: A shift to AI-driven service excellence

To solve these workflow and customer-experience challenges, Truck Site transitioned to RingCentral’s RingEX solution and deployed several of its AI capabilities. With these AI-powered tools, the organization is now running more smoothly, with greater visibility than ever, and delivering excellent service to customers.

RingCentral AI Conversation Expert interface displaying an automated summary of a call, including action items and key decisions.

What’s next for Truck Site

The team is looking forward to deepening their use of ACE to identify emerging customer needs before they are explicitly stated. By leveraging the call insights, Truck Site plans to further improve their customer experience and global inventory based on real-time sentiment and demand patterns captured. This forward-looking strategy bridges Truck Site’s 20-year legacy of mechanical refurbishing with an aggressive, AI-first approach.

To learn more about our customer, visit Truck Site.

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Analytics

Empower sellers at every stage with at-a-glance sales views, AI-powered scoring, and instant call summaries.

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