Community Forums/Knowledge Base/CRM

Ringio Salesforce CRM integration

Jon Yu
posted this on October 04, 2011 07:36 pm

Ringio CRM Integration with Salesforce CRM

SF.jpg

What it does

  • Syncs your contacts from Salesforce CRM into Ringio
  • Ringio keeps a log of all the phone calls from / to that contact
  • All the Ringio users can access the CRM data
  • Whenever you receive a call, quickly open the Salesforce CRM webpage for the contact who is calling you

See a big version of this screenshot

ringio_salesforce_crm_integration.png

Watch a demo (Zero to sixty in less than 9 minutes, full video 12 minutes):

Notes:

Salesforce is a beta connector in OneSaas.  As such, the times for call activity and notes may not be exactly when they occurred.

Wanna try it? For setup and frequently asked questions, see Salesforce CRM Setup Instructions here.

 

Comments

User photo
孝純 進藤

Dear Jon

This is great solution for SaaS Vendor such as Zoho.

My name is Takasumi and I am reseller of ZohoCRM for 3 years in Japan.

Would you kindly add KnowledgeBase for Ringio CRM Integration with ZohoCRM?

So Many ZohoCRM Customer in Japan need Ringio CRM Integration with ZohoCRM.

I will introduce  Ringio CRM Integration with ZohoCRM to Japan Market.

ZohoCRM Reseller:

SaaS&CRM Consulting.,ltd
President&CEO, Founder
Takasumi Shindo
Email: tshindo@saasconsulting.jp
TEL: +81-44-986-6244
HP: http://bestcrm.d2.r-cms.jp/

April 19, 2012 11:39 am