Name: RingCentral App Connect
Author: RingCentral, Inc.

RingCentral App Connect

The RingCentral Unified CRM extension embeds a fully-functional web phone into NetSuite CRM and provides deep integration with your RingCentral account to automate a number of key functions to help save time and be more efficient. With the CRM extension, users can easily click any phone number to call that number and send an SMS, synchronize their call history with NetSuite, schedule meetings, and enter custom call disposition notes, among a number of other things.

Overview

Connect RingCentral and NetSuite

RingCentral's App Connect is a Google Chrome extension that integrates RingCentral's unified communications capabilities into NetSuite -- bringing the power of a full communication suite, including a phone, text messaging, fax, and more, directly into the tool your team uses every day.

Key Benefits

Embed a communication suite in NetSuite

Embed all of RingCentral's functionality directly into your browser and CRM allowing you to place and receive calls, send SMS, and check your voicemail -- all while managing your customers, opportunities, and accounts.

Keep communications in sync

Keep your communication tool in sync with your CRM, including call history and call disposition.

Stay connected

The RingCentral communication suite allows you to place and receive phone calls even when you are not actively using your CRM, or have closed your CRM's tab in your browser. When you return to your CRM, catch up on dispositioning past phone calls.

Primary use case

RingCentral's App Connect is used to make and receive calls directly from within NetSuite and then to easily log those calls (and SMS) in NetSuite to help sales and support team members track all conversations and communications with a customer or contact.

Features

Click-to-call

Place calls from within your CRM using a hover-to-show tooltip to reveal a click-to-call button on any phone number, saving time and improving call efficiency.

Instant screen pop-up

Incoming and outgoing calls trigger screen pops with a 360° view of the caller enabling quality interactions.

Phone/SMS/voicemail logging

Synchronize RingCentral call history to NetSuite's contacts, opportunities, and deals automatically (or manually) so agents efficiently log call details.

Easy to access

Connect on both Windows and Mac, using Google Chrome.

Full-featured web phone at your fingertips

Use RingCentral's web phone to make and receive calls, send and receive SMS, transfer or park calls, record calls (and playback past recordings), and much more.