{"id":46564,"date":"2021-02-24T03:45:43","date_gmt":"2021-02-24T11:45:43","guid":{"rendered":"\/us\/en\/blog\/?p=46564"},"modified":"2025-03-13T06:43:50","modified_gmt":"2025-03-13T13:43:50","slug":"ringcentral-for-salesforce-leveraging-webrtc-for-in-app-calling","status":"publish","type":"post","link":"\/us\/en\/blog\/ringcentral-for-salesforce-leveraging-webrtc-for-in-app-calling\/","title":{"rendered":"RingCentral for Salesforce: leveraging WebRTC for in-app calling"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">We&#8217;re well into 2021, and work from anywhere is still as widespread as it was when we were all told to move our entire workforce to our homes in March of 2020. Suddenly, employers had to scramble to make sure employees had the software they needed on their laptops so they could perform essential tasks as required. Instead of having multiple tools, communications platforms such as RingCentral have had to show their distinction by connecting to other tools that their teams use.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce is one of those applications that workforces have needed to use regularly at home. <\/span><span style=\"font-weight: 400;\">Salesforce is designed to unify all aspects of managing customer relationships, creating a single view of each customer that can be shared across departments. It compiles customer data across sources and channels to help teams deliver optimized communications and service while reducing information silos and other obstacles that often stand in the way of productivity. In other words, it\u2019s designed to make workers\u2019 lives easier by making the sharing of information more streamlined, efficient, and accessible, thereby improving customer service.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But as effective as CRM software may be for coordinating information, it has its limits when it comes to execution, often requiring extensions and add-ons to fully manage the customer relationship. That\u2019s why <\/span><a href=\"https:\/\/www.pcmag.com\/picks\/the-best-crm-software\" target=\"_blank\" rel=\"noopener noreferrer\"><i><span style=\"font-weight: 400;\">PC Magazine<\/span><\/i><span style=\"font-weight: 400;\"> notes<\/span><\/a><span style=\"font-weight: 400;\">\u00a0that if you\u2019re using Salesforce or something like it, \u201c<\/span><span style=\"font-weight: 400;\">making this information accessible for collaborative teams and piping it out to other business software solutions via smart integrations is the logical next step<\/span><span style=\"font-weight: 400;\">.\u201d<\/span><\/p>\n<h2><b>Introducing in-app calling (WebRTC)<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">As a continued promise to make our integrations for customers as seamless as possible, we now use WebRTC (Web Real Time Communications) technology to <\/span><span style=\"font-weight: 400;\">leverage RingCentral calling capabilities\u2014like call controls and inbound and outbound calls\u2014without ever navigating away from Salesforce.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-46571\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/webrtc.gif\" alt=\"RingCentral for Salesforce with Web(RTC)\" width=\"1600\" height=\"938\" \/><\/span><span style=\"font-weight: 400;\">With in-app calling, sales associates can easily control and manage all customer calls without ever leaving their Salesforce browser. Users can select their preferred caller ID number from the Dialer page, organize multiple <a href=\"https:\/\/www.ringcentral.com\/call-from-browser.html\">calls as separate tabs on the browser,<\/a> and manage incoming and outgoing calls across devices without having to download any additional software.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-46572\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/webrtc-ringcentral.gif\" alt=\"RingCentral for Salesforce with Web(RTC)\" width=\"1600\" height=\"942\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The new addition to our Salesforce integration enables sales agents to make o<\/span><span style=\"font-weight: 400;\">r transfer phone calls and access call controls directly from within Salesforce on a web browser, thereby increasing productivity and efficiency while empowering sales agents to drive improved customer satisfaction and loyalty.<\/span><\/p>\n<h2><b>Benefits of leveraging WebRTC<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Previously, when using the Salesforce integration, reps were forced to download the RingCentral App in order to be able to access call controls. Now, with WebRTC<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">the web standard for real-time communication<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">it is no longer necessary to rely on desktop apps or browser plugins just to enable click-to-call in a web application. Voice calls happen natively in supported browsers (i.e., Safari and Chrome) with WebRTC.<\/span><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-46573\" src=\"\/us\/en\/blog\/wp-content\/uploads\/2021\/02\/webrtc-salesforce.jpg\" alt=\"RingCentral for Salesforce with WebRTC\" width=\"930\" height=\"644\" \/><\/p>\n<h3><b>Simplified workflow: skip the extra software, go straight into using your business tools<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">WebRTC is the latest advancement in the growing list of features of the RingCentral for Salesforce integration that now includes:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>In-app calling:<\/b> <span style=\"font-weight: 400;\">Now using WebRTC technology, users can leverage RingCentral calling capabilities like call controls and inbound and outbound calls without ever navigating away from Salesforce. Users can switch active calls between different RingCentral endpoints.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>High Velocity Sales (HVS): <\/b><span style=\"font-weight: 400;\">By powering the telephony side of a sales cadence, sales reps have the ability to \u201cclick-to-call\u201d right from their work queue for added convenience.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Intelligent performance reporting:<\/b><span style=\"font-weight: 400;\"> Users can view a complete dashboard of a team\u2019s performance. Now, users can edit and customize the RingCentral Analytics data as a native Salesforce report through RingCentral\u2019s Cloud Phone Report.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Click-to-call:<\/b><span style=\"font-weight: 400;\"> Users can place calls from within Salesforce by clicking on any phone number, saving time and improving call efficiency.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Instant screen pop-up: <\/b><span style=\"font-weight: 400;\">Incoming calls trigger screen pop-ups with a 360\u00b0 view of the caller, enabling quality interactions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Call logs: <\/b><span style=\"font-weight: 400;\">With advanced features such as offline call logging and the multi-call log option, agents can address their most important tasks first.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Effortless meeting scheduling: <\/b><span style=\"font-weight: 400;\">Seamlessly schedule RingCentral Video meetings from Salesforce.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Integration with the Salesforce app:<\/b><span style=\"font-weight: 400;\"> Reach out to customers on the fly by calling or texting right from Account, Contact, or Lead tabs.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Work-from-anywhere access:<\/b><span style=\"font-weight: 400;\"> Connect on both Windows\u00ae and Mac\u00ae devices, using any popular browser.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Interface flexibility: <\/b><span style=\"font-weight: 400;\">Users can<\/span> <span style=\"font-weight: 400;\">work the way they prefer, in Salesforce Classic or Salesforce Lightning UI.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><\/p>\n<section class=\"show-demo\">\n<div class=\"title\">\n\t\t\tCreating a more collaborative CRM experience\t\t<\/div>\n<div class=\"flex-container button-container {{ $description ?: 'spacing' }}\">\n<div class=\"flex-container description\">\n<div>\n\t\t\t\t\tEmpower your Salesforce system with RingCentral communications capabilities.\t\t\t\t<\/div>\n<\/p><\/div>\n<div class=\"button-wrapper\">\n                                            <button onclick=\"window.open('https:\/\/www.ringcentral.com\/apps\/ringcentral-salesforce', '_blank'); return false;\" class=\"show-demo-button\" data-dl-name=\"show-demo\" data-dl-element=\"button\" data-dl-additional-info=\"show demo button\" data-no-auto-dl=\"true\">Get it now<\/button>\n                                    <\/div>\n<\/p><\/div>\n<\/section>\n<p>\t<\/span><\/p>\n<h3><b>Improved customer experience<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Keeping customers happy means not only delivering a top-notch product. It also hinges upon your ability to address their unique needs and concerns without delay. But all too often, the disconnect between CRMs and communications platforms creates unnecessary lags and obstacles. <\/span><a href=\"https:\/\/www.ringcentral.com\/apps\/ringcentral-salesforce\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">RingCentral for Salesforce<\/span><\/a><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">now with the addition of in-app calling<\/span><span style=\"font-weight: 400;\">\u2014<\/span><span style=\"font-weight: 400;\">closes the loop on both sides of effective relationship management, helping you do more with your customer data.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We&#8217;re well into 2021, and work from anywhere is still as widespread as it was when we were all told to move our entire workforce to our homes in March of 2020. Suddenly, employers had to scramble to make sure employees had the software they needed on their laptops so they could perform essential tasks &#8230;<\/p>\n","protected":false},"author":29,"featured_media":46577,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18885,35385],"tags":[6957,7263,13195,5858,31859,10979],"class_list":["post-46564","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ringcentral-newsdesk","category-open-platform","tag-ringcentral-for-salesforce","tag-ringcentral-integrations","tag-ringcentral-open-platform","tag-ringcentral-updates","tag-streamlined-workflow","tag-webrtc"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.3 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>RingCentral for Salesforce: leveraging WebRTC for in-app calling | RingCentral 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